| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Brian Briskin | Portfolio Manager | $272,249 | 01 Sep 2022 | ||
| DEBRA J. PERRY | Trustee | $220,332 | 03 Jul 2023 | ||
| VIKAS KAPOOR | Vice President | $143,057 | 23 Jun 2025 | ||
| Michelle McCloskey | Director | $119,787 | 03 May 2021 | ||
| Alex Chaloff | President & CEO | $71,851 | 26 Mar 2024 | ||
| Jeffrey R. Holland | Member of Board of Trustees | $25,000 | 21 Mar 2025 | ||
| Carol McMullen | Director | 01 Jan 2025 | |||
| Todd Walthall | Director of Fund's Adviser | 21 Sep 2021 | |||
| Emilie D. Wrapp | Director | 01 Jan 2025 | |||
| Garry L. Moody | Director | 01 Jan 2025 | |||
| Jorge A. Bermudez | Director | 01 Jan 2025 | |||
| Onur Erzan | Exec Officer of Fund's Adviser | 06 Jul 2022 | |||
| JOAN M. LAMMTENNANT | Director of Fund's Adviser | 22 Oct 2021 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|