| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Michael Buchanan | Co-CIO/Subadviser | 01 Sep 2023 | |||
| Hillary A. Sale | Director | 15 Nov 2024 | |||
| ANTHONY GRILLO | Director | 15 Nov 2024 | |||
| Peter Mason | Director | 15 Nov 2024 | |||
| Thomas Gahan | Pres. and CEO of Subadviser | 03 Dec 2024 | |||
| Andrew J. Bowden | COO/Subadviser | 02 Aug 2021 | |||
| COURTNEY HOFFMANN | Secretary/GC Subadviser | 15 Jul 2022 | |||
| UBS Group AG | 10%+ Owner | 01 Mar 2023 | |||
| BANK OF AMERICA CORP /DE/ | Former 10% Owner | 16 Nov 2022 | |||
| Marc De Oliveira | Secretary/Chief Legal Officer | 07 Sep 2023 | |||
| Matthew Hinkle | Manager/Inv Manager | 31 Dec 2023 | |||
| Jeffrey Masom | Director- Subadviser | 29 Apr 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|