| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Peter Hayes | Officer of the Advisor | $166,960 | 19 Apr 2021 | ||
| MICHAEL KALINOSKI | Portfolio Manager | $87,038 | 23 Feb 2026 | ||
| Catherine A. Lynch | Director | $20,689 | 23 Feb 2026 | ||
| Christian Romaglino | Portfolio Manager | $19,050 | 23 Feb 2026 | ||
| WALTER OCONNOR | Director | $17,822 | 23 Feb 2026 | ||
| Kevin Maloney | Portfolio Manager | $5,919 | 23 Feb 2026 | ||
| Kristi Manidis Santiago | Portfolio Manager | $4,810 | 23 Feb 2026 | ||
| ROBERT GLENN HUBBARD | Director | $3,823 | 23 Feb 2026 | ||
| Phillip Soccio | Portfolio Manager | $2,763 | 23 Feb 2026 | ||
| BANK OF AMERICA CORP /DE/ | 10%+ Owner | $1,874 | 05 Apr 2019 | ||
| Stayce D. Harris | Director | $451 | 23 Feb 2026 | ||
| JPMORGAN CHASE & CO | 10%+ Owner | 23 Feb 2026 | |||
| WELLS FARGO & COMPANY/MN | 10%+ Owner | 05 Jun 2024 | |||
| Aaron David Wasserman | Chief Compliance Officer | 01 Jul 2023 | |||
| Arthur Philip Steinmetz | Director | 09 Sep 2023 | |||
| James Phillip Holloman | Director | 10 Jun 2021 | |||
| Lorenzo Flores | Director | 30 Jul 2021 | |||
| Stephen Thomas Minar | Vice President | 08 May 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|