Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
David Canter | Director | $51.8K | Jan 8, 2024 | ||
Accordant Investments LLC | Investment Adviser | $20K | Nov 1, 2023 | ||
Geoffrey Dohrmann | Director | $18K | Dec 11, 2023 | ||
Raymon B. Carlock Jr | Director | Aug 31, 2023 | |||
Jeffrey C. Holland | President | Nov 6, 2023 | |||
Theodore Uhl | Chief Compliance Officer | Nov 30, 2023 | |||
Lawrence Wolf | Director | Aug 31, 2023 | |||
Steven H. Reiff | Director | Aug 31, 2023 | |||
Daniel S. McNamara | Director | Aug 31, 2023 | |||
Brian Thomas | Secretary | Sep 8, 2023 | |||
Michelle Bowen | CFO and Treasurer+ | Sep 8, 2023 | |||
Puja Madan | CCO and Secretary+ | Sep 8, 2023 | |||
Greg Stark | Director, Other* | Aug 31, 2023 | |||
Emphasis Capital LLC | Parent of Investment Adviser | Sep 11, 2023 | |||
Roger E. Pries Jr. | Chief Compliance Officer | Jun 10, 2022 | |||
Stark Community Foundation Trust | 10%+ Owner | Jul 1, 2021 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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