Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
CAZ Investments Registered Adviser LLC | Investment Adviser | Jan 9, 2024 | |||
Marcie McVeigh | Treasurer | Jan 9, 2024 | |||
Jesse D. Hallee | Secretary | Jan 9, 2024 | |||
Randi Jean Roessler | Chief Compliance Officer | Jan 9, 2024 | |||
Austin A. Adams | Trustee | Jan 9, 2024 | |||
Christopher Zook | Trustee | Mar 31, 2024 | |||
Frank Easterly | Trustee | Jan 9, 2024 | |||
Matthew Lindholm | Trustee | Jan 9, 2024 | |||
Richard H. Wilson Jr. | Trustee | Jan 9, 2024 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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