| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Theodore R. Jaeckel Jr | Portfolio Manager | $476K | Apr 11, 2022 | ||
| Peter Hayes | Officer of the Advisor | $209K | Apr 11, 2022 | ||
| Michael Kalinoski | Portfolio Manager | $118K | Sep 29, 2022 | ||
| Christian Romaglino | Portfolio Manager | $57.4K | May 12, 2022 | ||
| Walter Oconnor | Portfolio Manager | $27K | Mar 1, 2023 | ||
| Bank Of America Corp /De/ | 10%+ Owner | $6.39K | Nov 7, 2024 | ||
| Kevin Maloney | Portfolio Manager | $471 | Mar 1, 2023 | ||
| Stayce D. Harris | Director | Jun 10, 2021 | |||
| James Phillip Holloman | Director | Jun 10, 2021 | |||
| Lorenzo Flores | Director | Jul 30, 2021 | |||
| Aaron David Wasserman | Chief Compliance Officer | Jul 1, 2023 | |||
| Arthur Philip Steinmetz | Director | Sep 9, 2023 | |||
| Kristi Manidis Santiago | Portfolio Manager | Mar 1, 2023 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|