| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Tammy J. Tipton | Chief Financial Officer | 31 Jan 2022 | |||
| James M. Seneff Jr. | Director | 05 May 2023 | |||
| SAFAK SUBASI | Senior Vice President | 05 May 2023 | |||
| Paul W. Drury | Senior Managing Director | 30 Nov 2023 | |||
| Andrew M. Schwartz | Director | 01 Nov 2025 | |||
| Bradley S. Yochum | General Counsel and Secretary | 01 Dec 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Paul W. Drury | Class I Common Shares | Purchase | 26.9% | 1,490 | 7,030 | 30 Nov 2023 | Direct | |||
| SAFAK SUBASI | Class FA Common Shares | Purchase | 101.6% | 303 | 601 | 05 May 2023 | Direct | |||
| JAMES M. SENEFF JR | Class FA Common Shares | Sale | -0.14% | -303 | 220,096 | 05 May 2023 | By CNL Strategic Capital Management, LLC and CNL Strategic Capital Investment, LLC | |||
| Paul W. Drury | Class I Common Shares | Purchase | 71.4% | 2,248 | 5,399 | 04 May 2023 | Direct | |||
| JAMES M. SENEFF JR | Class FA Common Shares | Sale | -0.14% | -298 | 220,399 | 22 Sep 2022 | By CNL Strategic Capital Management, LLC and CNL Strategic Capital Investment, LLC | |||
| SAFAK SUBASI | Class FA Common Shares | Purchase | 298 | 298 | 22 Sep 2022 | Direct | ||||
| Tammy Tipton | Class I Common Shares | Purchase | 97.5% | 2,726 | 5,521 | 31 Jan 2022 | Direct | |||
| JAMES M. SENEFF JR | Class FA Common Shares | Other | -49.9% | -220,000 | 220,697 | 30 Sep 2021 | By CNL Strategic Capital Management, LLC and CNL Strategic Capital Investment, LLC | |||
| James M. Seneff Jr. | Class FA Common Shares | Other | -49.9% | -220,000 | 220,697 | 30 Sep 2021 | By CNL Strategic Capital Investment, LLC |