Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
Thomas Kent Sittema | Director, Officer and member of Adviser | $1.04M | Aug 12, 2021 | ||
Robert W. Long | Pres. & Prin. Exec. Officer, Director, CEO and Member of the Adviser | $972K | Jun 11, 2021 | ||
Neil David Menard | President of Distribution /, Member of the Adviser | $476K | Aug 12, 2021 | ||
Jason P. Ment | Officer of Sub-Adviser | $392K | Jun 21, 2023 | ||
Kimberly Zeitvogel | Treasurer & Prin. Fin. Officer | $77.5K | Jan 30, 2023 | ||
Christopher Ancona | Chief Compliance Officer | Jun 30, 2022 | |||
Thomas Keck | Portfolio Manager | Jul 13, 2023 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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