| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Susan B. Sweeney | Trustee | $62,524 | 23 May 2023 | ||
| Barbara Ginader | Trustee | $39,200 | 22 May 2023 | ||
| Mary Jane Fortin | Adviser Board Member | 01 Jan 2025 | |||
| Paul LaPiana | Adviser Board Member | 01 Jan 2025 | |||
| Eric Partlan | Adviser Board Member | 02 May 2023 | |||
| David Mihalick | Trustees | 19 May 2022 | |||
| Benjamin Tecmire | Chief Compliance Officer | 16 Sep 2022 | |||
| Ashlee Steinnerd | Chief Legal Officer | 27 Feb 2023 | |||
| Robert Spengler | Chief Compliance Officer | 27 Feb 2023 | |||
| Joseph Evanchick | Vice Presient | 23 Jan 2023 | |||
| Itzbell Branca | Chief Compliance Officer | 01 Sep 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Susan B. Sweeney | MPV | Shares of Beneficial Interest ("Common Shares") | Purchase | 11.6% | $6,490 | $12.98 | 500 | 4,817 | 23 May 2023 | Direct |
| Barbara Ginader | MPV | Shares of Beneficial Interest ("Common Shares") | Purchase | 19.8% | $6,290 | $12.58 | 500 | 3,020 | 22 May 2023 | Direct |
| Barbara Ginader | MPV | Shares of Beneficial Interest ("Common Shares") | Purchase | $35,658 | $14.15 | 2,520 | 2,520 | 01 Nov 2021 | Direct |