| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Jon C. Hunt | Director | 03 Mar 2023 | |||
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 10%+ Owner | 30 Apr 2024 | |||
| Jay C. Nadel | Director | 03 Mar 2023 | |||
| Thomas P. Lemke | Director | 03 Mar 2023 | |||
| Nichelle Maynard-Elliott | Director | 03 Mar 2023 | |||
| Stephen Panner | Chief Compliance Officer | 03 Mar 2023 | |||
| Michael G. Beattie | President | 03 Mar 2023 | |||
| Andrew Metzger | Treasurer | 03 Mar 2023 | |||
| WILLIAM DORAN | Director | 03 Mar 2023 | |||
| Randall S. Yanker | Director | 03 Mar 2023 | |||
| Wilshire Advisors LLC | Advisor of investment co., 10%+ Owner | 01 May 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Macquarie Management Holdings, Inc. | Institutional Class Shares of Beneficial Interest | Disposed to Issuer | -100% | -8,613 | 0 | 30 Apr 2024 | Direct |