| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Sacha M. Bacro | Portfolio Manager | 31 Jan 2022 | |||
| Stayce D. Harris | Director | 10 Jun 2021 | |||
| James Phillip Holloman | Director | 10 Jun 2021 | |||
| Lorenzo Flores | Director | 30 Jul 2021 | |||
| Aaron David Wasserman | Chief Compliance Officer | 01 Jul 2023 | |||
| Amer Bisat | Portfolio Manager | 13 Nov 2023 | |||
| Jacob Caplain | Portfolio Manager | 13 Nov 2023 | |||
| Ronald Redmond | Portfolio Manager | 13 Nov 2023 | |||
| Richard M. Rieder | Portfolio Manager | 13 Nov 2023 | |||
| Robert Wuertz | Portfolio Manager | 31 Jan 2022 | |||
| Robert Glenn Hubbard | Director | 13 Nov 2023 | |||
| W. Carl Kester | Director | 13 Nov 2023 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Robert Glenn Hubbard | Common Stock | Other | -100% | -1,428 | 0 | 13 Nov 2023 | Direct | |||
| Amer Bisat | Phantom Shares | Other | -100% | -657 | 0 | 13 Nov 2023 | Direct | |||
| Ronald Redmond | Common Stock | Other | -100% | -5,000 | 0 | 13 Nov 2023 | Direct | |||
| Ronald Redmond | Phantom Shares | Other | -100% | -940 | 0 | 13 Nov 2023 | Direct | |||
| Richard M. Rieder | Common Stock | Other | -100% | -3,562 | 0 | 13 Nov 2023 | Direct | |||
| Richard M. Rieder | Phantom Shares | Other | -100% | -5,524 | 0 | 13 Nov 2023 | Direct | |||
| W. Carl Kester | Common Stock | Other | -100% | -143 | 0 | 13 Nov 2023 | Direct | |||
| Jacob Caplain | Phantom Shares | Other | -100% | -174 | 0 | 13 Nov 2023 | Direct | |||
| Ronald Redmond | Common Stock | Options Exercise | 892 | 892 | 31 Jan 2023 | Direct | ||||
| Ronald Redmond | Common Stock | Disposed to Issuer | -100% | -892 | 0 | 31 Jan 2023 | Direct | |||
| Ronald Redmond | Phantom Shares | Award | 247 | 247 | 31 Jan 2023 | Direct | ||||
| Ronald Redmond | Phantom Shares | Options Exercise | -100% | -892 | 0 | 31 Jan 2023 | Direct | |||
| Jacob Caplain | Common Stock | Disposed to Issuer | -100% | -130 | 0 | 31 Jan 2023 | Direct | |||
| Jacob Caplain | Common Stock | Options Exercise | 130 | 130 | 31 Jan 2023 | Direct | ||||
| Jacob Caplain | Phantom Shares | Options Exercise | -100% | -130 | 0 | 31 Jan 2023 | Direct | |||
| Amer Bisat | Common Stock | Disposed to Issuer | -100% | -788 | 0 | 31 Jan 2023 | Direct | |||
| Amer Bisat | Common Stock | Options Exercise | 788 | 788 | 31 Jan 2023 | Direct | ||||
| Amer Bisat | Phantom Shares | Options Exercise | -100% | -788 | 0 | 31 Jan 2023 | Direct | |||
| Richard M. Rieder | Common Stock | Options Exercise | 5,159 | 5,159 | 31 Jan 2023 | Direct | ||||
| Richard M. Rieder | Common Stock | Disposed to Issuer | -100% | -5,159 | 0 | 31 Jan 2023 | Direct | |||
| Richard M. Rieder | Phantom Shares | Options Exercise | -50% | -5,159 | 5,159 | 31 Jan 2023 | Direct | |||
| Robert Wuertz | Common Stock | Options Exercise | 188 | 188 | 31 Jan 2022 | Direct | ||||
| Robert Wuertz | Common Stock | Disposed to Issuer | -100% | -188 | 0 | 31 Jan 2022 | Direct | |||
| Robert Wuertz | Phantom Shares | Options Exercise | -68.8% | -188 | 85 | 31 Jan 2022 | Direct | |||
| Ronald Redmond | Common Stock | Options Exercise | 28.5% | 712 | 3,212 | 31 Jan 2022 | Direct | |||
| Ronald Redmond | Common Stock | Disposed to Issuer | -22.2% | -712 | 2,500 | 31 Jan 2022 | Direct | |||
| Ronald Redmond | Phantom Shares | Award | 318 | 318 | 31 Jan 2022 | Direct | ||||
| Ronald Redmond | Phantom Shares | Options Exercise | -67.4% | -712 | 345 | 31 Jan 2022 | Direct | |||
| Jacob Caplain | Common Stock | Options Exercise | 61.53 | 62 | 31 Jan 2022 | Direct | ||||
| Jacob Caplain | Common Stock | Disposed to Issuer | -100% | -61.53 | 0 | 31 Jan 2022 | Direct | |||
| Jacob Caplain | Phantom Shares | Award | 174 | 174 | 31 Jan 2022 | Direct | ||||
| Jacob Caplain | Phantom Shares | Options Exercise | -68.4% | -61.53 | 28 | 31 Jan 2022 | Direct | |||
| Sacha M. Bacro | Common Stock | Disposed to Issuer | -100% | -322 | 0 | 31 Jan 2022 | Direct | |||
| Sacha M. Bacro | Common Stock | Options Exercise | 322 | 322 | 31 Jan 2022 | Direct | ||||
| Sacha M. Bacro | Phantom Shares | Options Exercise | -62.6% | -322 | 193 | 31 Jan 2022 | Direct | |||
| Amer Bisat | Common Stock | Options Exercise | 10.1% | 546 | 5,936 | 31 Jan 2022 | Direct | |||
| Amer Bisat | Common Stock | Disposed to Issuer | -9.2% | -546 | 5,390 | 31 Jan 2022 | Direct | |||
| Amer Bisat | Phantom Shares | Award | 529 | 529 | 31 Jan 2022 | Direct | ||||
| Amer Bisat | Phantom Shares | Options Exercise | -61.9% | -546 | 336 | 31 Jan 2022 | Direct | |||
| Richard M. Rieder | Common Stock | Options Exercise | 19.4% | 4,732 | 29,187 | 31 Jan 2022 | Direct | |||
| Richard M. Rieder | Common Stock | Disposed to Issuer | -16.2% | -4,732 | 24,455 | 31 Jan 2022 | Direct | |||
| Richard M. Rieder | Phantom Shares | Options Exercise | -33.3% | -4,732 | 9,464 | 31 Jan 2022 | Direct |