Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
Timothy Adair Smith | Treasurer & Prin. Fin. Officer | Nov 1, 2022 | |||
Ron D. Sturzenegger | Director | Nov 1, 2022 | |||
Christopher Ancona | Chief Compliance Officer | Jul 7, 2022 | |||
Robert W. Long | Pres. & Prin. Exec. Officer, Director | Nov 1, 2022 | |||
Tracy G. Schmidt | Director | Nov 1, 2022 | |||
Brian Borton | Portfolio Manager | Nov 1, 2022 | |||
Neil David Menard | President of Distribution* | Nov 1, 2022 | |||
Thomas Kent Sittema | Director | Nov 1, 2022 | |||
StepStone Group LP | Sub-Adviser | Jul 7, 2022 | |||
StepStone Group Private Wealth LLC | Adviser | Jul 7, 2022 | |||
Harold Mills | Director | Jul 7, 2022 | |||
Kimberly Zeitvogel | Treasurer & Prin. Fin. Officer | Apr 1, 2023 | |||
Adam Reisler | Portfolio Manager | Jul 13, 2023 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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