| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Walter Oconnor | Portfolio Manager | $33,997 | 01 Mar 2023 | ||
| BANK OF AMERICA CORP /DE/ | 10%+ Owner | $22,466 | 07 Nov 2025 | ||
| Michael Perilli | Portfolio Manager | $4,582 | 31 Jan 2023 | ||
| Christian Romaglino | Portfolio Manager | $64 | 23 Dec 2022 | ||
| Michael Kalinoski | Portfolio Manager | $23 | 31 Jan 2024 | ||
| Patrick Haskell | Portfolio Manager | 24 Mar 2025 | |||
| Stephen Thomas Minar | Vice President | 08 May 2025 | |||
| Arthur Philip Steinmetz | Director | 09 Sep 2023 | |||
| Aaron David Wasserman | Chief Compliance Officer | 01 Jul 2023 | |||
| JPMorgan Chase Bank, N.A. | 10%+ Owner | 22 Apr 2022 | |||
| Kristi Manidis Santiago | Portfolio Manager | 01 Mar 2023 | |||
| Peter Hayes | Officer of the Advisor | 29 Jun 2023 | |||
| Ryan Patrick McDonald | Portfolio Manager | 24 Mar 2025 | |||
| Phillip Soccio | Portfolio Manager | 01 Mar 2023 | |||
| Kevin Maloney | Portfolio Manager | 01 Mar 2023 | |||
| Karpus Management, Inc. | 10%+ Owner | 07 Nov 2023 | |||
| Lorenzo Flores | Director | 30 Jul 2021 | |||
| Stayce D. Harris | Director | 10 Jun 2021 | |||
| James Phillip Holloman | Director | 10 Jun 2021 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Bank Of America Corp /De/ | COMMON STOCK | Sale | -100% | -1 | 0 | 07 Nov 2025 | See Footnotes | |||
| Bank Of America Corp /De/ | COMMON STOCK | Purchase | 1 | 1 | 07 Nov 2025 | See Footnotes | ||||
| Bank Of America Corp /De/ | COMMON STOCK | Sale | -100% | -1 | 0 | 06 Nov 2025 | See Footnotes | |||
| Bank Of America Corp /De/ | COMMON STOCK | Purchase | 1 | 1 | 13 Oct 2025 | See Footnotes | ||||
| Bank Of America Corp /De/ | COMMON STOCK | Sale | -100% | -4,780 | 0 | 25 Sep 2025 | See Footnotes | |||
| Bank Of America Corp /De/ | COMMON STOCK | Purchase | 4,780 | 4,780 | 25 Sep 2025 | See Footnotes | ||||
| Bank Of America Corp /De/ | Variable Rate Demand Preferred Shares | Sale | -100% | -4,780 | 0 | 25 Sep 2025 | See Footnotes | |||
| Bank Of America Corp /De/ | Variable Rate Demand Preferred Shares | Purchase | 4,780 | 4,780 | 25 Sep 2025 | See Footnotes |