Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
Christopher M. Lee | Portfolio Manager | $224K | May 7, 2021 | ||
William R. Ebsworth | Director | $16.5K | Jan 9, 2024 | ||
James Polisson | Director | $6.6K | Jan 4, 2024 | ||
Jane A. Freeman | Director | $2.14K | Aug 22, 2022 | ||
Jennifer Lea Grunberg | Chief Compliance Officer | Apr 17, 2023 | |||
Karin Brotman | Chief Compliance Officer | Dec 7, 2021 | |||
Paul Werner Felsch | Chief Compliance Officer | Feb 8, 2023 | |||
John Kenney | President | Jan 7, 2025 | |||
Christopher Micah Baker | Chief Compliance Officer | Jan 12, 2022 | |||
Kate Sandman McKinley | Chief Compliance Officer | Nov 9, 2021 | |||
Richard Matthew Prasse | Secretary | Oct 18, 2021 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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