| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| H. Kevin Birzer | Director, Member of Investment Committee | $82,139 | 02 Feb 2022 | ||
| Conrad S. Ciccotello | Director | $77,458 | 09 Jan 2024 | ||
| Rand C. Berney | Director | $27,370 | 21 Jan 2022 | ||
| Brian A. Kessens | President, Member of Investment Committee | $24,285 | 21 Jan 2022 | ||
| P. Bradley Adams | Chief Executive Officer | $7,300 | 21 Jan 2022 | ||
| Alexandra A. Herger | Director | $7,143 | 21 Jan 2022 | ||
| Jennifer Paquette | Director | $7,057 | 17 Jun 2022 | ||
| Shobana Gopal | Vice President | $5,943 | 08 Sep 2021 | ||
| Matthew Sallee | Member of Investment Committee | $5,714 | 21 Jan 2022 | ||
| Sean Paul Wickliffe | Vice President & Asst Treas. | 14 Jul 2021 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Conrad S. Ciccotello | Common Shares | Purchase | 17.3% | $11,428 | $28.57 | 400 | 2,711 | 09 Jan 2024 | Direct | |
| Conrad S. Ciccotello | Common Shares | Purchase | 10.4% | $5,414 | $27.07 | 200 | 2,128 | 28 Feb 2023 | Direct | |
| Conrad S. Ciccotello | Common Shares | Purchase | 18.9% | $7,407 | $24.69 | 300 | 1,889 | 26 Sep 2022 | Direct | |
| Jennifer Paquette | Common Shares | Purchase | 11.3% | $619 | $24.76 | 25 | 247 | 17 Jun 2022 | Direct | |
| Jennifer Paquette | Common Shares | Purchase | 12.7% | $690 | $27.62 | 25 | 222 | 21 Mar 2022 | Direct | |
| H. Kevin Birzer | Common Shares | Purchase | 3.6% | $2,643 | $26.43 | 100 | 2,875 | 02 Feb 2022 | Direct | |
| H. Kevin Birzer | Common Shares | Purchase | 3.74% | $2,616 | $26.16 | 100 | 2,775 | 26 Jan 2022 | Direct | |
| H. Kevin Birzer | Common Shares | Purchase | 3.88% | $2,514 | $25.14 | 100 | 2,675 | 25 Jan 2022 | Direct | |
| Jennifer Paquette | Common Shares | Purchase | 14.5% | $609 | $24.35 | 25 | 197 | 24 Jan 2022 | Direct | |
| H. Kevin Birzer | Common Shares | Purchase | 4.04% | $2,445 | $24.45 | 100 | 2,575 | 24 Jan 2022 | Direct | |
| Matthew Sallee | Common Shares | Purchase | $2,530 | $25.30 | 100 | 100 | 21 Jan 2022 | By revocable trust for which Mr. Sallee and his wife are trustees | ||
| Alexandra A. Herger | Common Shares | Purchase | 66.7% | $2,563 | $25.63 | 100 | 250 | 21 Jan 2022 | Direct | |
| Brian A. Kessens | Common Shares | Purchase | 13.3% | $2,534 | $25.34 | 100 | 850 | 21 Jan 2022 | Direct | |
| P. Bradley Adams | Common Shares | Purchase | 64.3% | $2,535 | $25.35 | 100 | 256 | 21 Jan 2022 | Direct | |
| H. Kevin Birzer | Common Shares | Purchase | 4.21% | $2,522 | $25.22 | 100 | 2,475 | 21 Jan 2022 | Direct | |
| Conrad S. Ciccotello | Common Shares | Purchase | 36.5% | $10,368 | $25.92 | 400 | 1,495 | 21 Jan 2022 | Direct | |
| Rand C. Berney | Common Shares | Purchase | 11.7% | $2,550 | $25.50 | 100 | 958 | 21 Jan 2022 | Direct | |
| H. Kevin Birzer | Common Shares | Purchase | 4.4% | $2,455 | $24.55 | 100 | 2,375 | 04 Oct 2021 | Direct | |
| Shobana Gopal | Common Shares | Sale | -0.24% | $11.62 | $23.24 | -0.5 | 208 | 08 Sep 2021 | Direct | |
| H. Kevin Birzer | Common Shares | Purchase | 4.6% | $2,329 | $23.29 | 100 | 2,275 | 12 Aug 2021 | Direct | |
| Alexandra A. Herger | Common Shares | Purchase | $3,316 | $22.11 | 150 | 150 | 21 Jul 2021 | Direct |