Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
Roger W. Crandall | Adviser Board Member | $45.5K | Nov 29, 2021 | ||
Michael Freno | CEO & President, Officer of Adviser | $718 | Apr 21, 2023 | ||
Gregory Wayne MacCordy | Chief Compliance Officer | Feb 22, 2023 | |||
Jill Olmstead | Trustee | Aug 13, 2021 | |||
Eric J. Lloyd | Officer of Adviser | Nov 2, 2021 | |||
Christopher Hanscom | Treasurer | Nov 9, 2021 | |||
Benjamin Tecmire | Chief Compliance Officer | Sep 16, 2022 | |||
Mark F. Mulhern | Director | Aug 13, 2021 | |||
Itzbell Branca | Chief Compliance Officer | Sep 1, 2024 | |||
Eric Partlan | Adviser Board Member | May 2, 2023 | |||
Ashlee Steinnerd | Chief Legal Officer | Feb 22, 2023 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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