| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| James R. Imhoff | Former Director | $424,619 | 31 Dec 2021 | ||
| John Yogi Spence | Adviser Personnel | $16,500 | 30 Sep 2025 | ||
| Gregory Dingens | Trustee | 02 Dec 2024 | |||
| Theodore Brombach | President & CEO | 02 Dec 2024 | |||
| Randi Jean Roessler | Chief Compliance Officer | 02 Dec 2024 | |||
| William Meyers | Trustee | 02 Dec 2024 | |||
| Benjamin McCulloch | Secretary & CLO | 02 Dec 2024 | |||
| Kimberly Ann Flynn | Vice President | 02 Dec 2024 | |||
| Derek Mullins | Treasurer & PFO | 02 Dec 2024 | |||
| Madeline Arment | Assistant Treasurer | 26 Feb 2025 | |||
| Lisa Woo | Assistant Treasurer | 26 Feb 2025 | |||
| Scott C. Jones | Director | 31 Dec 2021 | |||
| Paul Lefurgey | Director | 02 Nov 2023 | |||
| PHILIP G. FRANKLIN | Trustee | 02 Dec 2024 | |||
| Jill M. Friedow | Director | 02 Nov 2023 | |||
| Danielle Cupps | Trustee | 02 Dec 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|