| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 1 | +2,881 | 0.13% | $17.35 | +$49,988 |
| Sells | 1 | -2,277,407 | 100% | $17.56 | -$40,000,000 |
| Net | 0 | -2,274,526 | -100% | -$39,950,011 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| J.P. Morgan Investment Management Inc. | Investment Adviser | $33,937,110 | -$40,000,000 | -54% | 30 Jan 2026 |
| Stephen Catherwood | President | $150,000 | 12 Jul 2023 | ||
| Ashmi Mehrotra | Chief Executive Officer and Principal Executive Officer, Director | $150,000 | 12 Jul 2023 | ||
| Spencer Kubin | Vice President | $125,000 | 28 Jun 2024 | ||
| Tyler Jayroe | Vice President | $100,000 | 12 Jul 2023 | ||
| Ryan D. Bell | Vice President | $87,500 | 12 Jul 2023 | ||
| Erin M. Correale | Chief Compliance Officer | $49,988 | +$49,988 | 30 Oct 2025 | |
| Christopher Cilenti | Chief Financial Officer & Treasurer | $30,000 | 12 Jul 2023 | ||
| Carmine Lekstutis | Chief Legal Officer and Secretary | 15 Jun 2023 | |||
| Stacey Hadash | Director | 22 Jan 2024 | |||
| Donald A. Gignac | Director | 22 Jan 2024 | |||
| Karen Dunn Kelley | Director | 22 Jan 2024 | |||
| Thomas Shors | Chief Compliance Officer | 15 Jun 2023 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| J.P. Morgan Investment Management Inc. | Class I Common Shares | Sale | -37.1% | $20,000,000 | $17.78 | -1,124,935 | 1,908,853 | 30 Jan 2026 | Direct | |
| J.P. Morgan Investment Management Inc. | Class I Common Shares | Sale | -27.5% | $20,000,000 | $17.35 | -1,152,472 | 3,033,788 | 30 Oct 2025 | Direct | |
| Erin M. Correale | Class I Common Shares | Purchase | $49,988 | $17.35 | 2,881 | 2,881 | 30 Oct 2025 | Direct | ||
| Spencer Kubin | Class I Common Shares | Purchase | 39.8% | 4,981 | 17,481 | 28 Jun 2024 | Direct | |||
| Karen Dunn Kelley | Class I Common Shares | Purchase | 7,464 | 7,464 | 22 Jan 2024 | Direct | ||||
| Donald A. Gignac | Class I Common Shares | Purchase | 7,464 | 7,464 | 22 Jan 2024 | Direct | ||||
| Stacey Hadash | Class I Common Shares | Purchase | 7,464 | 7,464 | 22 Jan 2024 | Direct | ||||
| J.P. Morgan Investment Management Inc. | Class I Common Shares | Purchase | 689.5% | 3,656,010 | 4,186,260 | 18 Sep 2023 | Direct | |||
| Ashmi Mehrotra | Class I Common Shares | Purchase | 15,000 | 15,000 | 12 Jul 2023 | Direct | ||||
| Ryan D. Bell | Class I Common Shares | Purchase | 8,750 | 8,750 | 12 Jul 2023 | Direct | ||||
| Tyler Jayroe | Class I Common Shares | Purchase | 10,000 | 10,000 | 12 Jul 2023 | Direct | ||||
| Stephen Catherwood | Class I Common Shares | Purchase | 15,000 | 15,000 | 12 Jul 2023 | Direct | ||||
| Christopher Cilenti | Class I Common Shares | Purchase | 3,000 | 3,000 | 12 Jul 2023 | Direct | ||||
| Spencer Kubin | Class I Common Shares | Purchase | 12,500 | 12,500 | 12 Jul 2023 | Direct | ||||
| J.P. Morgan Investment Management Inc. | Class I Common Shares | Purchase | 5202.5% | $5,202,500 | $10.00 | 520,250 | 530,250 | 12 Jul 2023 | Direct |