| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Jeffrey Cucunato | Portfolio Manager | $75,759 | 30 Jan 2026 | ||
| W. Carl Kester | Director | $8,426 | 17 Dec 2021 | ||
| Eric Yuan | Portfolio Manager | $0 | 31 Jan 2025 | ||
| David Delbos | Portfolio Manager | $0 | 31 Jan 2025 | ||
| Patrick Wolfe | Portfolio Manager | $0 | 30 Jan 2026 | ||
| Charles Park | Chief Compliance Officer | 31 Jul 2025 | |||
| James Keenan | Portfolio Manager | 31 Jan 2024 | |||
| Ariel Tiffany Hazzard | Chief Compliance Officer | 27 Jan 2025 | |||
| Lisa M. Belle | Anti-Money Laundering Compliance Officer Exhibit List: Exhibit 24 - Power of Attorney | 05 Sep 2019 | |||
| Michael Davis Patterson | Portfolio Manager | 01 Oct 2025 | |||
| Puri Purnima | Portfolio Manager | 01 Oct 2025 | |||
| Arthur Philip Steinmetz | Director | 31 Dec 2023 | |||
| Cynthia Egan | Director | 31 Dec 2023 | |||
| Philip M. Tseng | Portfolio Manager | 30 Sep 2024 | |||
| Lindsey Ann Lorenz | Chief Financial Officer | 01 Jan 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Patrick Wolfe | Common Stock | Disposed to Issuer | -100% | -13,143 | 0 | 30 Jan 2026 | Direct | |||
| Patrick Wolfe | Common Stock | Options Exercise | 13,143 | 13,143 | 30 Jan 2026 | Direct | ||||
| Patrick Wolfe | Phantom Shares | Options Exercise | -100% | -13,143 | 0 | 30 Jan 2026 | Direct | |||
| Jeffrey Cucunato | Common Stock | Disposed to Issuer | -56% | -11,814 | 9,284 | 30 Jan 2026 | Direct | |||
| Jeffrey Cucunato | Common Stock | Options Exercise | 127.2% | 11,814 | 21,098 | 30 Jan 2026 | Direct | |||
| Jeffrey Cucunato | Phantom Shares | Options Exercise | -100% | -11,814 | 0 | 30 Jan 2026 | Direct | |||
| Jeffrey Cucunato | Phantom Shares | Award | 5,890 | 5,890 | 30 Jan 2026 | Direct |