Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
Joseph Burns Rhame III | Officer of Investment Advisor | $334K | Nov 30, 2023 | ||
JoEllen Legg | Director | $201K | +$89.2K | +79.5% | Dec 16, 2024 |
Reaves W H & Co Inc | Officer of Investment Advisor | $1.65K | May 2, 2023 | ||
Thomas W. Harmke | Officer of Investment Adviser | May 29, 2020 | |||
Larry Papasan | Trustee | Oct 31, 2021 | |||
Thomas Michael Grimes | Officer of Investment Advisor | Oct 23, 2023 | |||
Karen S. Gilomen | Secretary | Oct 31, 2020 | |||
Christopher Moore | Secretary | Sep 19, 2022 | |||
Sareena Khwaja-Dixon | Secretary | Jun 3, 2021 | |||
Jennell Panella | Treasurer | Nov 8, 2021 | |||
Erich Rettinger | Treasurer | May 25, 2021 | |||
Kelly McEwen | Treasurer | Oct 31, 2020 | |||
Bradley Swenson | Fund CCO | Sep 19, 2022 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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