| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Glenn Eugene Brightman | President & PEO | 01 Oct 2023 | |||
| Douglas J. Sharp | Trustee | 18 Jan 2024 | |||
| Carol Deckbar | Trustee | 18 Jan 2024 | |||
| James P. Liddy | Trustee | 18 Jan 2024 | |||
| Edward J. Perkin | Trustee | 02 Jan 2025 | |||
| Courtney Popelka | Chief Financial Officer | 28 Oct 2024 | |||
| Josh E. Levit | Chief Compliance Officer | 01 Feb 2021 | |||
| Antonio Reina | Secretary | 31 Mar 2021 | |||
| Haley S. Waldron | Chief Accounting Officer | 28 Aug 2020 | |||
| Terry Vacheron | Chief Financial Officer | 15 Mar 2022 | |||
| Benjamin Gruder | Co-CAO | 31 Mar 2021 | |||
| Melanie Ringold | SVP, CLO and Secretary | 01 Jan 2023 | |||
| James R. Bordewick Jr. | Senior Officer & SVP | 01 Mar 2022 | |||
| Richard Lee Phegley Jr. | Chief Financial Officer | 01 Mar 2020 | |||
| Stephanie Butcher | Senior Vice President | 24 Mar 2023 | |||
| Tony Wong | Senior Vice President, Director | 24 Mar 2023 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Edward J. Perkin | Common Shares | 0 | 0 | 02 Jan 2025 | Direct | |||||
| Courtney Popelka | Common Shares | 0 | 0 | 28 Oct 2024 | Direct | |||||
| James P. Liddy | Common Shares | 0 | 0 | 18 Jan 2024 | Direct | |||||
| Carol Deckbar | Common Shares | 0 | 0 | 18 Jan 2024 | Direct | |||||
| Douglas J. Sharp | Common Shares | 0 | 0 | 18 Jan 2024 | Direct | |||||
| Glenn Eugene Brightman | Common Shares | 0 | 0 | 01 Oct 2023 | Direct | |||||
| Stephanie Butcher | Common Shares | 0 | 0 | 24 Mar 2023 | Direct | |||||
| Tony Wong | Common Shares | 0 | 0 | 24 Mar 2023 | Direct | |||||
| Melanie Ringold | Common Shares | 0 | 0 | 01 Jan 2023 | Direct | |||||
| Terry Vacheron | Common Shares | 0 | 0 | 15 Mar 2022 | Direct | |||||
| James R. Bordewick Jr. | Common Shares | 0 | 0 | 01 Mar 2022 | Direct | |||||
| Benjamin Gruder | Common Shares | 0 | 0 | 31 Mar 2021 | Direct | |||||
| Antonio Reina | Common Shares | 0 | 0 | 31 Mar 2021 | Direct | |||||
| Josh E. Levit | Common Shares | 0 | 0 | 01 Feb 2021 | Direct | |||||
| Haley S. Waldron | Common Shares | 0 | 0 | 28 Aug 2020 | Direct | |||||
| Richard Lee Phegley Jr. | Common Shares | 0 | 0 | 01 Mar 2020 | Direct |