| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| David J. Breazzano | 10%+ Owner | $8,024,204 | 28 Aug 2023 | ||
| Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 | 10%+ Owner | $5,062,930 | 25 Apr 2025 | ||
| Damon A. Ficklin Revocable Trust U/A DTD 12/30/2019 | 10%+ Owner | $5,062,930 | 28 Aug 2023 | ||
| Polen Capital Credit, LLC | Investment Adviser | $1,905,994 | 28 Aug 2023 | ||
| Benjamin Santonelli | Portfolio Manager | $254,350 | 28 Aug 2023 | ||
| John W. Sherman | Portfolio Manager | $254,350 | 28 Aug 2023 | ||
| Christine S. Catanzaro | Treasurer and CFO | 21 Aug 2023 | |||
| Nicholas M. Marsini Jr. | Director | 21 Aug 2023 | |||
| Stephen M. Wynne | Director | 21 Aug 2023 | |||
| Joel L. Weiss | President and CEO | 21 Aug 2023 | |||
| Nancy B. Wolcott | Director | 21 Aug 2023 | |||
| Robert J. Christian | Director | 21 Aug 2023 | |||
| Iqbal Mansur | Director | 21 Aug 2023 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Stanley C. Moss Revocable Trust U/A DTD 10/13/2015 | Institutional Class Common Shares | Purchase | 31.6% | 186,384 | 776,749 | 25 Apr 2025 | Direct | |||
| John W. Sherman | Institutional Class Common Shares | Award | 25,435 | 25,435 | 28 Aug 2023 | Direct | ||||
| Benjamin Santonelli | Institutional Class Common Shares | Award | 25,435 | 25,435 | 28 Aug 2023 | Direct | ||||
| Polen Capital Credit, LLC | Institutional Class Common Shares | Award | 1806% | 180,599 | 190,599 | 28 Aug 2023 | Direct |