| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| David N. Miller | Director | 22 Mar 2022 | |||
| Ashwin Krishnan | Chief Investment Officer | 24 Jul 2025 | |||
| Orit Mizrachi | Chief Operating Officer | 25 Mar 2022 | |||
| Venugopal Rathi | Chief Financial Officer | 25 Mar 2022 | |||
| Jeffrey Levin | CEO and President, Director | 25 Mar 2022 | |||
| Thomas P. Torrisi | Chief Compliance Officer | 01 Oct 2022 | |||
| Gauranga Pal | Chief Compliance Officer | 08 May 2023 | |||
| Bruce D. Frank | Director | 25 Mar 2022 | |||
| Adam S. Metz | Director | 22 Mar 2022 | |||
| David Grove Stafford II | Chief Compliance Officer | 22 Mar 2022 | |||
| Joan Binstock | Director | 25 Mar 2022 | |||
| Kevin Shannon | Director | 27 Jun 2022 | |||
| Michael Occi Jr. | Chief Administrative Officer | 30 May 2023 | |||
| Jeff M. Day | Co-President | 24 Jul 2025 | |||
| Hope L. Brown | Chief Compliance Officer | 01 Jan 2026 | |||
| Dylan Cutinha | Principal Accounting Officer | 15 Nov 2024 | |||
| David Pessah | Chief Financial Officer | 11 Dec 2023 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Michael Occi Jr. | Common Units | Award | 5,314 | 5,314 | 30 May 2023 | Direct | ||||
| Kevin Shannon | Common Units | Award | 2,584 | 2,584 | 27 Jun 2022 | Direct | ||||
| Joan Binstock | Common Units | Purchase | 2,523 | 2,523 | 25 Mar 2022 | See footnote | ||||
| Jeffrey Levin | Common Units | Purchase | 10,091 | 10,091 | 25 Mar 2022 | Direct | ||||
| Venugopal Rathi | Common Units | Purchase | 1,261 | 1,261 | 25 Mar 2022 | Direct | ||||
| Bruce D. Frank | Common Units | Purchase | 2,523 | 2,523 | 25 Mar 2022 | See Footnote | ||||
| Orit Mizrachi | Common Units | Purchase | 1,261 | 1,261 | 25 Mar 2022 | Direct |