| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Walter Oconnor | Portfolio Manager | $34K | Mar 1, 2023 | ||
| Bank Of America Corp /De/ | 10%+ Owner | $22.5K | Sep 27, 2024 | ||
| Michael Perilli | Portfolio Manager | $4.58K | Jan 31, 2023 | ||
| Christian Romaglino | Portfolio Manager | $64.00 | Dec 23, 2022 | ||
| Michael Kalinoski | Portfolio Manager | $23.00 | Jan 31, 2024 | ||
| Phillip Soccio | Portfolio Manager | Mar 1, 2023 | |||
| Kristi Manidis Santiago | Portfolio Manager | Mar 1, 2023 | |||
| JPMorgan Chase Bank, N.A. | 10%+ Owner | Apr 22, 2022 | |||
| Peter Hayes | Officer of the Advisor | Jun 29, 2023 | |||
| Karpus Management, Inc. | 10%+ Owner | Nov 7, 2023 | |||
| Arthur Philip Steinmetz | Director | Sep 9, 2023 | |||
| Aaron David Wasserman | Chief Compliance Officer | Jul 1, 2023 | |||
| Kevin Maloney | Portfolio Manager | Mar 1, 2023 | |||
| Stayce D. Harris | Director | Jun 10, 2021 | |||
| James Phillip Holloman | Director | Jun 10, 2021 | |||
| Lorenzo Flores | Director | Jul 30, 2021 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|