Insider Buy/Sell Details for the Financial Services Sector — March 2026
Ratio1.0:1
Daily Buy & Sell Volume
Transactions (1562)
SLR Investment Corp. (SLRC)
GROSS MICHAEL S — Director
Shares
25,000
Price
$13.91
Total Value
$347.86K
Shares Held After
4,014,701
% of Holdings
0.6%
WhiteHorse Finance, Inc. (WHF)
Volpe John Paul — Director
Shares
1,000
Price
$7.18
Total Value
$7.18K
Shares Held After
1,000
% of Holdings
100.0%
COLUMBIA BANKING SYSTEM, INC. (COLB)
Lakely Brock — EVP, Chief Accounting Officer
Shares
211
Price
$26.23
Total Value
$5.53K
Shares Held After
11,104
% of Holdings
1.9%
COLUMBIA BANKING SYSTEM, INC. (COLB)
BARUFFI KUMI YAMAMOTO — EVP General Counsel, Corp Sec
Shares
937
Price
$26.23
Total Value
$24.58K
Shares Held After
53,715
% of Holdings
1.7%
Redwire Corp (RDW)
AE RED HOLDINGS, LLC — Director
Shares
11,615
Price
$10.01
Total Value
$116.27K
Shares Held After
44,837,719
% of Holdings
0.0%
Oncology Institute, Inc. (TOI)
Chernett Jorey — 10% Owner
Shares
263,000
Price
$2.92
Total Value
$767.96K
Shares Held After
10,115,944
% of Holdings
2.6%
CONSUMER PORTFOLIO SERVICES, INC. (CPSS)
WOOD DANIEL S — Director
Shares
20,000
Price
$7.53
Total Value
$150.60K
Shares Held After
194,943
% of Holdings
9.3%
PACS Group, Inc. (PACS)
Jergensen Joshua — President & COO
Shares
36,335
Price
$34.28
Total Value
$1.25M
Shares Held After
2,667,347
% of Holdings
1.3%
Slide Insurance Holdings, Inc. (SLDE)
ROHDE STEPHEN L — Director
Shares
10,000
Price
$17.78
Total Value
$177.80K
Shares Held After
0
% of Holdings
100.0%
COMMERCE BANCSHARES INC /MO/ (CBSH)
DUNN TIMOTHY S — Director
Shares
2,500
Price
$47.71
Total Value
$119.28K
Shares Held After
5,403
% of Holdings
46.3%
Stellus Capital Investment Corp (SCM)
Ladd Robert T. — Director
Shares
35,000
Price
$8.70
Total Value
$304.50K
Shares Held After
667,935
% of Holdings
5.2%
Stellus Capital Investment Corp (SCM)
Huskinson W. Todd — CFO and CCO
Shares
5,700
Price
$8.79
Total Value
$50.07K
Shares Held After
54,297
% of Holdings
10.5%
Stellus Capital Investment Corp (SCM)
Bilger Bruce R — Director
Shares
4,600
Price
$8.75
Total Value
$40.25K
Shares Held After
228,055
% of Holdings
2.0%
Stellus Capital Investment Corp (SCM)
Bilger Bruce R — Director
Shares
11,111
Price
$8.73
Total Value
$97.00K
Shares Held After
223,455
% of Holdings
5.0%
BlackRock TCP Capital Corp. (TCPC)
Wolfe Patrick — Chief Operating Officer
Shares
6,850
Price
$3.65
Total Value
$24.97K
Shares Held After
16,086
% of Holdings
42.6%
Stellus Capital Investment Corp (SCM)
Bilger Bruce R — Director
Shares
10,362
Price
$8.70
Total Value
$90.15K
Shares Held After
212,344
% of Holdings
4.9%
BlackRock TCP Capital Corp. (TCPC)
Wolfe Patrick — Chief Operating Officer
Shares
1,375
Price
$3.65
Total Value
$5.01K
Shares Held After
1,375
% of Holdings
100.0%
Stellus Capital Investment Corp (SCM)
Bilger Bruce R — Director
Shares
19,417
Price
$8.76
Total Value
$170.09K
Shares Held After
201,982
% of Holdings
9.6%
BlackRock TCP Capital Corp. (TCPC)
Wolfe Patrick — Chief Operating Officer
Shares
700
Price
$3.65
Total Value
$2.55K
Shares Held After
700
% of Holdings
100.0%
Finance of America Companies Inc. (FOA)
Engel Matthew A — Chief Financial Officer
Shares
10,600
Price
$16.45
Total Value
$174.40K
Shares Held After
33,436
% of Holdings
31.7%
FIRST CITIZENS BANCSHARES INC /DE/ (FCNCA)
HOLDING FRANK B JR — Director
Shares
15
Price
$1,550.00
Total Value
$23.25K
Shares Held After
32,165
% of Holdings
0.0%
FIRST CITIZENS BANCSHARES INC /DE/ (FCNCA)
HOLDING FRANK B JR — Director
Shares
134
Price
$1,550.00
Total Value
$207.70K
Shares Held After
2,749
% of Holdings
4.9%
StoneX Group Inc. (SNEX)
BEXIGA ANNABELLE G — Director
Shares
1,000
Price
$106.54
Total Value
$106.54K
Shares Held After
16,459
% of Holdings
5.7%
Tevogen Bio Holdings Inc. (TVGN)
Flomenberg Neal — Chief Scientific Officer, Global R&D Lead.
All holdings herein have been adjusted to reflect the Company's 1-for-50 reverse stock split effected on March 6, 2026.
Shares
501
Price
$6.40
Total Value
$3.21K
Shares Held After
76,940
% of Holdings
0.6%
NBT BANCORP INC (NBTB)
Sparks Martin Randolph — EVP,General Counsel,Secretary
Shares
2,400
Price
$41.30
Total Value
$99.12K
Shares Held After
11,350
% of Holdings
17.5%
PIMCO MUNICIPAL INCOME FUND II (PML)
BANK OF AMERICA CORP /DE/ — 10% Owner
Shares
65
Price
$7.63
Total Value
$495.96
Shares Held After
0
% of Holdings
100.0%
PIMCO MUNICIPAL INCOME FUND II (PML)
BANK OF AMERICA CORP /DE/ — 10% Owner
Shares
65
Price
$7.74
Total Value
$503.41
Shares Held After
65
% of Holdings
100.0%
ACNB CORP (ACNB)
ELSNER FRANK III — Director
Shares
5
Price
$46.42
Total Value
$250.00
Shares Held After
28,484
% of Holdings
0.0%
AFLAC INC (AFL)
Japan Post Holdings Co., Ltd. — 10% Owner
Shares
1,457
Price
$110.02
Total Value
$160.30K
Shares Held After
52,132,700
% of Holdings
0.0%
AFLAC INC (AFL)
Japan Post Holdings Co., Ltd. — 10% Owner
Shares
15,943
Price
$109.06
Total Value
$1.74M
Shares Held After
52,134,157
% of Holdings
0.0%
WhiteHorse Finance, Inc. (WHF)
BOLDUC JOHN — Director
Shares
4,195
Price
$7.14
Total Value
$29.95K
Shares Held After
277,015
% of Holdings
1.5%
WhiteHorse Finance, Inc. (WHF)
BOLDUC JOHN — Director
Shares
4,195
Price
$7.14
Total Value
$29.95K
Shares Held After
280,422
% of Holdings
1.5%
Oklo Inc. (OKLO)
Cochran Caroline — Director
Shares
72,960
Price
$60.00
Total Value
$4.38M
Shares Held After
751,533
% of Holdings
8.8%
Oklo Inc. (OKLO)
Cochran Caroline — Director
Shares
44,828
Price
$60.00
Total Value
$2.69M
Shares Held After
718,039
% of Holdings
5.9%
Oklo Inc. (OKLO)
DeWitte Jacob — Director
Shares
44,828
Price
$60.00
Total Value
$2.69M
Shares Held After
718,039
% of Holdings
5.9%
Oklo Inc. (OKLO)
DeWitte Jacob — Director
Shares
72,960
Price
$60.00
Total Value
$4.38M
Shares Held After
751,533
% of Holdings
8.8%
Bancorp, Inc. (TBBK)
Harris Ryan — EVP Head of Fintech Solutions
Shares
4,500
Price
$53.18
Total Value
$239.33K
Shares Held After
150,516
% of Holdings
2.9%
UNITY BANCORP INC /NJ/ (UNTY)
DALLAS ROBERT H II — Director
Shares
7,725
Price
$49.60
Total Value
$383.16K
Shares Held After
32,073
% of Holdings
19.4%
FIRST FINANCIAL BANKSHARES INC (FFIN)
Edwards Murray Hamilton — Director
Shares
1,000
Price
$29.32
Total Value
$29.32K
Shares Held After
43,634
% of Holdings
2.3%
Oklo Inc. (OKLO)
Bealmear Richard Craig — Chief Financial Officer
Shares
72,090
Price
$60.00
Total Value
$4.33M
Shares Held After
386,008
% of Holdings
15.7%
CONSUMERS BANCORP INC /OH/ (CBKM)
Kiko Richard T Jr — Director
Shares
195
Price
$25.99
Total Value
$5.07K
Shares Held After
3,105
% of Holdings
6.3%
CONSUMERS BANCORP INC /OH/ (CBKM)
Kiko Richard T Jr — Director
Shares
192
Price
$25.99
Total Value
$5.00K
Shares Held After
2,907
% of Holdings
6.6%
Finance of America Companies Inc. (FOA)
COOPERMAN LEON G — 10% Owner
Shares
28
Price
$16.10
Total Value
$450.80
Shares Held After
1,267,718
% of Holdings
0.0%
Circle Internet Group, Inc. (CRCL)
Tarbert Heath — President
Shares
1,810
Price
$118.58
Total Value
$214.63K
Shares Held After
584,156
% of Holdings
0.3%
Circle Internet Group, Inc. (CRCL)
Tarbert Heath — President
Shares
3,220
Price
$117.79
Total Value
$379.28K
Shares Held After
585,966
% of Holdings
0.5%
Circle Internet Group, Inc. (CRCL)
Tarbert Heath — President
Shares
1,424
Price
$116.75
Total Value
$166.25K
Shares Held After
589,186
% of Holdings
0.2%
Circle Internet Group, Inc. (CRCL)
Tarbert Heath — President
Shares
2,868
Price
$115.62
Total Value
$331.60K
Shares Held After
590,610
% of Holdings
0.5%
Circle Internet Group, Inc. (CRCL)
Tarbert Heath — President
Shares
2,941
Price
$114.73
Total Value
$337.42K
Shares Held After
593,478
% of Holdings
0.5%
Circle Internet Group, Inc. (CRCL)
Tarbert Heath — President
Shares
2,737
Price
$113.80
Total Value
$311.47K
Shares Held After
596,419
% of Holdings
0.5%
Blackstone Secured Lending Fund (BXSL)
ENNS LUCIE — Chief Legal Officer and Secretary; Exhibit 24 - Power of Attorney
Shares
1,045
Price
$23.48
Total Value
$24.54K
Shares Held After
1,045
% of Holdings
100.0%
Showing 251–300 of 1562 transactions (page 6 of 32)