| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Sardis Group, LLC | Investment Adviser | 01 Dec 2025 | |||
| Chad M. Bitterman | Chief Compliance Officer | 22 Sep 2025 | |||
| Jessica Chase | Treasurer | 22 Sep 2025 | |||
| Kent Barnes | Secretary | 22 Sep 2025 | |||
| Clifford Schireson | Director | 01 Dec 2025 | |||
| Carrie Schoffman | Director | 01 Dec 2025 | |||
| Zeven Mary Moran | Director | 01 Dec 2025 | |||
| Samuel Riley Dunlap | Manag. Partner, IA | 01 Dec 2025 | |||
| Colin McBurnette | Manag. Partner, IA | 01 Dec 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Colin McBurnette | I Class Shares | 0 | 20,089 | 01 Dec 2025 | By Spouse | |||||
| Colin McBurnette | I Class Shares | 0 | 33,559 | 01 Dec 2025 | Direct | |||||
| Samuel Riley Dunlap | I Class Shares | 0 | 96,819 | 01 Dec 2025 | Direct |