| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Peter Hayes | Officer of the Advisor | $446,622 | 21 Jan 2022 | ||
| Theodore R. Jaeckel Jr. | Portfolio Manager | $46,376 | 31 Jan 2023 | ||
| Phillip Soccio | Portfolio Manager | $40,531 | 30 Jan 2026 | ||
| Walter Oconnor | Portfolio Manager | $6,125 | 30 Jan 2026 | ||
| Michael Kalinoski | Portfolio Manager | $2,033 | 30 Jan 2026 | ||
| Kristi Manidis Santiago | Portfolio Manager | $1,650 | 30 Jan 2026 | ||
| Christian Romaglino | Portfolio Manager | $1,557 | 30 Jan 2026 | ||
| Stayce D. Harris | Director | $211 | 29 Oct 2024 | ||
| Aaron David Wasserman | Chief Compliance Officer | 01 Jul 2023 | |||
| Kevin Maloney | Portfolio Manager | 01 Mar 2023 | |||
| James Phillip Holloman | Director | 10 Jun 2021 | |||
| Stephen Thomas Minar | Vice President | 08 May 2025 | |||
| Arthur Philip Steinmetz | Director | 09 Sep 2023 | |||
| Lorenzo Flores | Director | 30 Jul 2021 | |||
| WELLS FARGO & COMPANY/MN | 10%+ Owner | 02 Aug 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Kristi Manidis Santiago | BTT | Common Stock | Disposed to Issuer | -100% | -26.81 | 0 | 30 Jan 2026 | Direct | ||
| Kristi Manidis Santiago | BTT | Common Stock | Options Exercise | 26.81 | 27 | 30 Jan 2026 | Direct | |||
| Kristi Manidis Santiago | BTT | Phantom Shares | Options Exercise | -33.3% | -26.81 | 54 | 30 Jan 2026 | Direct | ||
| Kristi Manidis Santiago | BTT | Phantom Shares | Award | 86.66 | 87 | 30 Jan 2026 | Direct | |||
| Christian Romaglino | BTT | Common Stock | Disposed to Issuer | -87.4% | -24.01 | 3 | 30 Jan 2026 | Direct | ||
| Christian Romaglino | BTT | Common Stock | Options Exercise | 691.9% | 24.01 | 27 | 30 Jan 2026 | Direct | ||
| Christian Romaglino | BTT | Phantom Shares | Options Exercise | -33.3% | -24.01 | 48 | 30 Jan 2026 | Direct | ||
| Christian Romaglino | BTT | Phantom Shares | Award | 88.31 | 88 | 30 Jan 2026 | Direct | |||
| Phillip Soccio | BTT | Common Stock | Disposed to Issuer | -8.75% | -171 | 1,778 | 30 Jan 2026 | Direct | ||
| Phillip Soccio | BTT | Common Stock | Options Exercise | 9.59% | 171 | 1,949 | 30 Jan 2026 | Direct | ||
| Phillip Soccio | BTT | Phantom Shares | Options Exercise | -100% | -171 | 0 | 30 Jan 2026 | Direct | ||
| Phillip Soccio | BTT | Phantom Shares | Award | 87.76 | 88 | 30 Jan 2026 | Direct | |||
| Michael Kalinoski | BTT | Common Stock | Disposed to Issuer | -95.6% | -32.5 | 1 | 30 Jan 2026 | Direct | ||
| Michael Kalinoski | BTT | Common Stock | Options Exercise | 2196% | 32.5 | 34 | 30 Jan 2026 | Direct | ||
| Michael Kalinoski | BTT | Phantom Shares | Options Exercise | -33.3% | -32.5 | 65 | 30 Jan 2026 | Direct | ||
| Michael Kalinoski | BTT | Phantom Shares | Award | 91.6 | 92 | 30 Jan 2026 | Direct | |||
| Walter Oconnor | BTT | Common Stock | Disposed to Issuer | -100% | -99.53 | 0 | 30 Jan 2026 | Direct | ||
| Walter Oconnor | BTT | Common Stock | Options Exercise | 99.53 | 100 | 30 Jan 2026 | Direct | |||
| Walter Oconnor | BTT | Phantom Shares | Options Exercise | -33.3% | -99.53 | 199 | 30 Jan 2026 | Direct | ||
| Phillip Soccio | BTT | Common Stock | Disposed to Issuer | -13.4% | -268 | 1,730 | 31 Jan 2025 | Direct | ||
| Phillip Soccio | BTT | Common Stock | Options Exercise | 15.5% | 268 | 1,998 | 31 Jan 2025 | Direct | ||
| Phillip Soccio | BTT | Phantom Shares | Options Exercise | -100% | -268 | 0 | 31 Jan 2025 | Direct | ||
| Phillip Soccio | BTT | Phantom Shares | Award | 85.55 | 86 | 31 Jan 2025 | Direct | |||
| Christian Romaglino | BTT | Phantom Shares | Award | 70.22 | 70 | 31 Jan 2025 | Direct | |||
| Walter Oconnor | BTT | Phantom Shares | Award | 291 | 291 | 31 Jan 2025 | Direct | |||
| Michael Kalinoski | BTT | Phantom Shares | Award | 95.06 | 95 | 31 Jan 2025 | Direct | |||
| Kristi Manidis Santiago | BTT | Phantom Shares | Award | 78.42 | 78 | 31 Jan 2025 | Direct | |||
| Stayce D. Harris | BTT | Common Stock | Purchase | $211 | $21.14 | 10 | 10 | 29 Oct 2024 | Direct | |
| Wells Fargo & Company/Mn | BTT | Remarketable Variable Rate Muni Term Preferred Shares | Other | -100% | -150 | 0 | 02 Aug 2024 | By Subsidiary | ||
| Wells Fargo & Company/Mn | BTT | Series W-7 Remarketable Variable Rate Muni Term Preferred | Other | 150 | 150 | 03 May 2024 | By Subsidiary | |||
| Wells Fargo & Company/Mn | BTT | Series W-7 Remarketable Variable Rate Muni Term Preferred | Other | -50% | -150 | 150 | 03 May 2024 | By Subsidiary | ||
| Phillip Soccio | BTT | Common Stock | Options Exercise | 18.3% | 309 | 1,998 | 31 Jan 2024 | Direct | ||
| Phillip Soccio | BTT | Common Stock | Disposed to Issuer | -15.5% | -309 | 1,689 | 31 Jan 2024 | Direct | ||
| Phillip Soccio | BTT | Phantom Shares | Award | 284 | 284 | 31 Jan 2024 | Direct | |||
| Phillip Soccio | BTT | Phantom Shares | Options Exercise | -100% | -309 | 0 | 31 Jan 2024 | Direct | ||
| Christian Romaglino | BTT | Common Stock | Sale | -100% | $32,081 | $21.12 | -1,519 | 0 | 25 Jan 2024 | Direct |
| Phillip Soccio | BTT | Common Stock | Disposed to Issuer | -16.6% | -326 | 1,637 | 31 Jan 2023 | Direct | ||
| Phillip Soccio | BTT | Common Stock | Options Exercise | 19.9% | 326 | 1,964 | 31 Jan 2023 | Direct | ||
| Phillip Soccio | BTT | Phantom Shares | Options Exercise | -100% | -326 | 0 | 31 Jan 2023 | Direct | ||
| Phillip Soccio | BTT | Phantom Shares | Award | 115 | 115 | 31 Jan 2023 | Direct | |||
| Theodore R. Jaeckel Jr. | BTT | Common Stock | Options Exercise | 10% | 175 | 1,925 | 31 Jan 2023 | Direct | ||
| Theodore R. Jaeckel Jr. | BTT | Common Stock | Disposed to Issuer | -9.11% | -175 | 1,750 | 31 Jan 2023 | Direct | ||
| Theodore R. Jaeckel Jr. | BTT | Phantom Shares | Options Exercise | -33.3% | -175 | 351 | 31 Jan 2023 | Direct | ||
| Phillip Soccio | BTT | Common Stock | Disposed to Issuer | -13.3% | -242 | 1,584 | 31 Jan 2022 | Direct | ||
| Phillip Soccio | BTT | Common Stock | Options Exercise | 15.3% | 242 | 1,827 | 31 Jan 2022 | Direct | ||
| Phillip Soccio | BTT | Phantom Shares | Options Exercise | -100% | -242 | 0 | 31 Jan 2022 | Direct | ||
| Phillip Soccio | BTT | Phantom Shares | Award | 356 | 356 | 31 Jan 2022 | Direct | |||
| Theodore R. Jaeckel Jr. | BTT | Phantom Shares | Award | 509 | 509 | 31 Jan 2022 | Direct | |||
| Peter Hayes | BTT | Common Stock | Purchase | 99% | $250,182 | $25.02 | 10,000 | 20,100 | 21 Jan 2022 | Direct |