| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Douglas J. Sharp | Trustee | Jan 18, 2024 | |||
| Carol Deckbar | Trustee | Jan 18, 2024 | |||
| James P. Liddy | Trustee | Jan 18, 2024 | |||
| Richard Lee Phegley Jr. | Chief Financial Officer | Mar 1, 2020 | |||
| Antonio Reina | Secretary | Mar 31, 2021 | |||
| Tony Wong | Senior Vice President, Director | Mar 24, 2023 | |||
| James R. Bordewick Jr | Senior Officer & SVP | Mar 1, 2022 | |||
| Terry Vacheron | Chief Financial Officer | Mar 15, 2022 | |||
| Stephanie Butcher | Senior Vice President | Mar 24, 2023 | |||
| Melanie Ringold | SVP, CLO and Secretary | Jan 1, 2023 | |||
| Haley S. Waldron | Chief Accounting Officer | Aug 28, 2020 | |||
| Josh E. Levit | Chief Compliance Officer | Feb 1, 2021 | |||
| Glenn Eugene Brightman | President & PEO | Oct 1, 2023 | |||
| Benjamin Gruder | Co-CAO | Mar 31, 2021 |