| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 1 | +5,360 | 48% | $9.33 | +$49,996 |
| Sells | 1 | -5,880 | 52% | $10.04 | -$59,059 |
| Net | 0 | -520 | -4.6% | -$9,063 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Timothy M. O'Reilly | Portfolio Manager | $49,995 | +$49,996 | 24 Jun 2025 | |
| Jack Connelly | Portfolio Manager | $35,521 | -$59,059 | -62% | 15 Jan 2026 |
| Carol Deckbar | Trustee | 18 Jan 2024 | |||
| Edward J. Perkin | Trustee | 02 Jan 2025 | |||
| BANK OF AMERICA CORP /DE/ | 10%+ Owner | 24 Apr 2012 | |||
| Terry Vacheron | Chief Financial Officer | 15 Mar 2022 | |||
| Tony Wong | Senior Vice President, Director | 24 Mar 2023 | |||
| JPMorgan Chase Bank, N.A. | 10%+ Owner | 29 May 2025 | |||
| James R. Bordewick Jr. | Senior Officer & SVP | 01 Mar 2022 | |||
| Melanie Ringold | SVP, CLO and Secretary | 01 Jan 2023 | |||
| Mark William Gregson | Chief Accounting Officer | 15 Mar 2022 | |||
| Glenn Eugene Brightman | President & PEO | 01 Oct 2023 | |||
| James P. Liddy | Trustee | 18 Jan 2024 | |||
| Stephanie Butcher | Senior Vice President | 24 Mar 2023 | |||
| Douglas J. Sharp | Trustee | 18 Jan 2024 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Jack Connelly | IQI | Common Shares | Sale | -36% | $19,981 | $10.09 | -1,980 | 3,520 | 15 Jan 2026 | Direct |
| Jack Connelly | IQI | Common Shares | Sale | -41.5% | $39,078 | $10.02 | -3,900 | 5,500 | 07 Jan 2026 | Direct |
| Timothy M. O'Reilly | IQI | Common Shares | Purchase | $49,996 | $9.33 | 5,360 | 5,360 | 24 Jun 2025 | Joint Account | |
| JPMorgan Chase Bank, N.A. | IQI | Variable Rate Muni Term Preferred Shares | Other | -15% | -268 | 1,521 | 29 May 2025 | Direct |