| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Eli P. Niepoky | Director | 05 Jan 2022 | |||
| Andrew J. Berg | Adviser Officer, 10%+ Owner | 01 Nov 2021 | |||
| Adam L. Fuller | Advisor Exec Cttee | 30 Sep 2023 | |||
| William Travis McKinney | CCO of Adviser | 01 Nov 2022 | |||
| Zachary Paul Richmond | Treasurer | 22 Sep 2021 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Adam L. Fuller | Shares of beneficial interest | Sale | -100% | -4,882 | 0 | 30 Sep 2023 | Direct | |||
| Adam L. Fuller | Shares of beneficial interest | Sale | -41.8% | -3,456 | 4,818 | 31 Dec 2021 | Direct | |||
| Adam L. Fuller | Shares of beneficial interest | Purchase | 140.1% | 4,465 | 7,652 | 01 Nov 2021 | Direct | |||
| Andrew J. Berg | Shares of beneficial interest | Purchase | 63.4% | 13,394 | 34,528 | 01 Nov 2021 | Direct |