| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| ADAM M. DERECHIN | Director | $160,449 | 31 Dec 2025 | ||
| Gerald J. Maginnis | Director | $47,705 | 31 Dec 2025 | ||
| Michael G. Clark | Director | $46,637 | 31 Dec 2025 | ||
| Dean Junkans | Director | $37,825 | 31 Dec 2025 | ||
| Lynn Rogers Windsor | Director | $29,836 | 31 Dec 2025 | ||
| Yigal Dan Jhirad | Vice President | $21,149 | 31 Dec 2025 | ||
| Benjamin Morton | Vice President, Portfolio Manager | $19,694 | 16 Oct 2025 | ||
| Jane F. Magpiong | Director | $11,246 | 11 Oct 2023 | ||
| Matthew Virag | Assistant Secretary | $0 | 31 Jan 2024 | ||
| Edward C. Delk | Deputy Chief Compliance Officer and Vice President | 07 Dec 2021 | |||
| Thuy Quynh Dang | Vice President and Portfolio Manager | 11 Jan 2022 | |||
| Tyler S. Rosenlicht | Vice President and Portfolio Manager | 11 Jan 2022 | |||
| Christopher Rhine | Vice President and Portfolio Manager | 11 Jan 2022 | |||
| Nargis Hilal | Deputy CCO and Vice President | 09 Dec 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| ADAM M. DERECHIN | UTF | Common Stock | Award | 9.97% | 608 | 6,705 | 31 Dec 2025 | Direct | ||
| Yigal Dan Jhirad | UTF | Common Stock | Award | 7.67% | 62.94 | 884 | 31 Dec 2025 | Direct | ||
| Michael G. Clark | UTF | Common Stock | Award | 3.78% | 70.91 | 1,949 | 31 Dec 2025 | Direct | ||
| Gerald J. Maginnis | UTF | Common Stock | Award | 7.09% | 132 | 1,994 | 31 Dec 2025 | Direct | ||
| Dean Junkans | UTF | Common Stock | Award | 6.52% | 96.81 | 1,581 | 31 Dec 2025 | Direct | ||
| Lynn Rogers Windsor | UTF | Common Stock | Award | 24.7% | 247 | 1,247 | 31 Dec 2025 | Direct | ||
| Dean Junkans | UTF | Common Stock | Award | 21% | 257 | 1,484 | 16 Oct 2025 | Direct | ||
| Gerald J. Maginnis | UTF | Common Stock | Award | 21.1% | 324 | 1,862 | 16 Oct 2025 | Direct | ||
| Michael G. Clark | UTF | Common Stock | Award | 41.4% | 550 | 1,878 | 16 Oct 2025 | Direct | ||
| Lynn Rogers Windsor | UTF | Common Stock | Award | 17.6% | 150 | 1,000 | 16 Oct 2025 | Direct | ||
| Benjamin Morton | UTF | Common Stock | Award | 19.9% | 139 | 836 | 16 Oct 2025 | Direct | ||
| ADAM M. DERECHIN | UTF | Common Stock | Award | 22% | 1,100 | 6,097 | 16 Oct 2025 | Direct | ||
| Yigal Dan Jhirad | UTF | Common Stock | Award | 5.92% | 45.87 | 821 | 31 Dec 2024 | Direct | ||
| ADAM M. DERECHIN | UTF | Common Stock | Award | 8.17% | 378 | 4,997 | 31 Dec 2024 | Direct | ||
| Lynn Rogers Windsor | UTF | Common Stock | Award | 8.84% | 69.06 | 850 | 31 Dec 2024 | Direct | ||
| Gerald J. Maginnis | UTF | Common Stock | Award | 7.4% | 106 | 1,538 | 31 Dec 2024 | Direct | ||
| Dean Junkans | UTF | Common Stock | Award | 8.09% | 91.81 | 1,227 | 31 Dec 2024 | Direct | ||
| Lynn Rogers Windsor | UTF | Common Stock | Award | 5.87% | 43.28 | 781 | 31 Dec 2023 | Direct | ||
| Gerald J. Maginnis | UTF | Common Stock | Award | 8.61% | 114 | 1,432 | 31 Dec 2023 | Direct | ||
| Dean Junkans | UTF | Common Stock | Award | 2.79% | 30.82 | 1,135 | 31 Dec 2023 | Direct | ||
| ADAM M. DERECHIN | UTF | Common Stock | Award | 8.76% | 372 | 4,620 | 31 Dec 2023 | Direct | ||
| Jane F. Magpiong | UTF | Common Stock | Purchase | 20% | $1,874 | $22.05 | 85 | 510 | 14 Dec 2023 | Direct |
| Lynn Rogers Windsor | UTF | Common Stock | Purchase | 52.2% | $4,975 | $19.66 | 253 | 738 | 11 Oct 2023 | Direct |
| Lynn Rogers Windsor | UTF | Common Stock | Award | 5.12% | 23.59 | 485 | 31 Dec 2022 | Direct | ||
| Gerald J. Maginnis | UTF | Common Stock | Award | 7.41% | 90.91 | 1,318 | 31 Dec 2022 | Direct | ||
| Dean Junkans | UTF | Common Stock | Award | 4.43% | 44.26 | 1,044 | 31 Dec 2022 | Direct | ||
| ADAM M. DERECHIN | UTF | Common Stock | Award | 7.48% | 296 | 4,248 | 31 Dec 2022 | Direct | ||
| Lynn Rogers Windsor | UTF | Common Stock | Purchase | 22.6% | $2,085 | $24.53 | 85 | 461 | 04 Oct 2022 | Direct |
| Lynn Rogers Windsor | UTF | Common Stock | Purchase | 36.2% | $2,506 | $25.06 | 100 | 376 | 30 Jun 2022 | Direct |
| Lynn Rogers Windsor | UTF | Common Stock | Award | 0.35% | 0.96 | 276 | 31 Dec 2021 | Direct | ||
| Gerald J. Maginnis | UTF | Common Stock | Award | 6.85% | 78.62 | 1,226 | 31 Dec 2021 | Direct | ||
| ADAM M. DERECHIN | UTF | Common Stock | Award | 6.91% | 255 | 3,952 | 31 Dec 2021 | Direct | ||
| Lynn Rogers Windsor | UTF | Common Stock, par value $0.001 per share | Purchase | 57.1% | $2,754 | $27.54 | 100 | 275 | 17 Dec 2021 | Direct |