| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 3 | +10.4K | 89.4% | $34.64 | +$361K |
| Sells | 1 | -1.23K | 10.6% | $41.34 | -$51K |
| Net | +2 | +9.19K | 78.8% | +$310K |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Jerry V. Swank | Chairman of Swank Capital, parent company of the Adviser | $2.83M | +$300K | +11.9% | Jul 23, 2024 |
| Todd Sunderland | Coo | $46K | +$41.4K | +919% | Jul 23, 2024 |
| Andrea Mullins | Director | $19.2K | +$19.2K | Sep 9, 2024 | |
| Blake Nelson | CFO & Treasurer | $10.1K | Nov 6, 2023 | ||
| John Alban | Director, Trustee | $0 | -$51K | -100% | Sep 16, 2024 |
| Mathew Calabro | Chief Compliance Officer | May 1, 2021 | |||
| Jeffrey A. Engelsman | Chief Compliance Officer | Aug 24, 2023 | |||
| Mark Rhodes | President | Dec 1, 2022 | |||
| John M. Musgrave | Adviser Managing Partner | Jan 1, 2021 | |||
| Brad Mead | Chief Compliance Officer | Oct 10, 2024 | |||
| Saket Kumar | Title: Portfolio Manager and Adviser Managing Partner | Jan 1, 2012 | |||
| Hari Kusumakar | Portfolio Manager | Jan 1, 2020 | |||
| Alex Palma | Portfolio Manager | Jan 1, 2020 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|