Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
Michael Buchanan | Co-CIO/Subadviser | Sep 1, 2023 | |||
Hillary A. Sale | Director | Nov 15, 2024 | |||
Anthony Grillo | Director | Nov 15, 2024 | |||
Peter Mason | Director | Nov 15, 2024 | |||
Thomas Gahan | Pres. and CEO of Subadviser | Dec 3, 2024 | |||
Andrew J. Bowden | COO/Subadviser | Aug 2, 2021 | |||
Courtney Hoffmann | Secretary/GC Subadviser | Jul 15, 2022 | |||
UBS Group AG | 10%+ Owner | Mar 1, 2023 | |||
Bank Of America Corp /De/ | Former 10% Owner | Nov 16, 2022 | |||
Marc De Oliveira | Secretary/Chief Legal Officer | Sep 7, 2023 | |||
Matthew Hinkle | Manager/Inv Manager | Dec 31, 2023 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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