Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
Bank Of America Corp /De/ | 10%+ Owner | Nov 7, 2024 | |||
Kevin Maloney | Portfolio Manager | Mar 1, 2023 | |||
Aaron David Wasserman | Chief Compliance Officer | Jul 1, 2023 | |||
Lorenzo Flores | Director | Jul 30, 2021 | |||
Stayce D. Harris | Director | Jun 10, 2021 | |||
Arthur Philip Steinmetz | Director | Sep 9, 2023 | |||
Michael Perilli | Portfolio Manager | Sep 29, 2022 | |||
Phillip Soccio | Portfolio Manager | Mar 1, 2023 | |||
James Phillip Holloman | Director | Jun 10, 2021 | |||
Kristi Manidis Santiago | Portfolio Manager | Mar 1, 2023 | |||
Michael Kalinoski | Portfolio Manager | Mar 1, 2023 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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