Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
James R. Imhoff | Former Director | $425K | Dec 31, 2021 | ||
John Yogi Spence | Adviser Personnel | $16.5K | +$16.6K | Dec 19, 2024 | |
Gregory Dingens | Trustee | Dec 2, 2024 | |||
Theodore Brombach | President & CEO | Dec 2, 2024 | |||
Randi Jean Roessler | Chief Compliance Officer | Dec 2, 2024 | |||
William Meyers | Trustee | Dec 2, 2024 | |||
Benjamin McCulloch | Secretary & CLO | Dec 2, 2024 | |||
Kimberly Ann Flynn | Vice President | Dec 2, 2024 | |||
Derek Mullins | Treasurer & PFO | Dec 2, 2024 | |||
Scott C. Jones | Director | Dec 31, 2021 | |||
Paul Lefurgey | Director | Nov 2, 2023 | |||
Philip Franklin | Trustee | Dec 2, 2024 | |||
Jill M. Friedow | Director | Nov 2, 2023 | |||
Danielle Cupps | Trustee | Dec 2, 2024 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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