| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Theodore R. Jaeckel Jr. | Portfolio Manager | $476,250 | 11 Apr 2022 | ||
| Peter Hayes | Officer of the Advisor | $209,444 | 11 Apr 2022 | ||
| Michael Kalinoski | Portfolio Manager | $118,213 | 29 Sep 2022 | ||
| Christian Romaglino | Portfolio Manager | $57,402 | 12 May 2022 | ||
| Walter Oconnor | Portfolio Manager | $27,003 | 01 Mar 2023 | ||
| BANK OF AMERICA CORP /DE/ | 10%+ Owner | $6,389 | 07 Nov 2024 | ||
| Kevin Maloney | Portfolio Manager | $471 | 01 Mar 2023 | ||
| Aaron David Wasserman | Chief Compliance Officer | 01 Jul 2023 | |||
| Lorenzo Flores | Director | 30 Jul 2021 | |||
| Arthur Philip Steinmetz | Director | 09 Sep 2023 | |||
| James Phillip Holloman | Director | 10 Jun 2021 | |||
| Kristi Manidis Santiago | Portfolio Manager | 01 Mar 2023 | |||
| Stayce D. Harris | Director | 10 Jun 2021 | |||
| Stephen Thomas Minar | Vice President | 08 May 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||