| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| James M. Didden Jr. | President, Director | 30 May 2023 | |||
| Doug Logigian | Trustee | 14 Dec 2022 | |||
| Julian Markby | Trustee | 14 Dec 2022 | |||
| Ankur Keswani | Trustee | 14 Dec 2022 | |||
| Catherine H. Smith | Trustee | 14 Dec 2022 | |||
| James Scott Peterson | Chief Compliance Officer | 03 Oct 2025 | |||
| Gregory Wayne MacCordy | Chief Compliance Officer | 14 Dec 2022 | |||
| Gary Klayn | Controller | 14 Dec 2022 | |||
| Anthony Pasqua | Chief Financial Officer | 14 Dec 2022 | |||
| Rachel Presa | Vice President and Secretary | 14 Dec 2022 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| James M. Didden Jr. | Common Shares | Purchase | 62,877 | 62,877 | 30 May 2023 | Direct |