| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Clifford Schireson | Director | 08 Nov 2024 | |||
| Mark DiOrio | CIO of Adviser | 08 Nov 2024 | |||
| Alexander Bobin | Portfolio Manager | 08 Nov 2024 | |||
| Dean Zayed | CEO of Adviser, Director | 08 Nov 2024 | |||
| Matthew Lovett | CCO of Adviser | 08 Nov 2024 | |||
| Zeven Mary Moran | Director | 08 Nov 2024 | |||
| Carrie Schoffman | Director | 08 Nov 2024 | |||
| Chad M. Bitterman | Chief Compliance Officer | 08 Nov 2024 | |||
| Jessica Chase | Treasurer | 08 Nov 2024 | |||
| Kent Barnes | Secretary | 08 Nov 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Dean Zayed | Class Y Shares Common Stock | 0 | $2,924 | 08 Nov 2024 | See footnote | |||||
| Dean Zayed | Class Y Shares Common Stock | 0 | $221,484 | 08 Nov 2024 | See footnote | |||||
| Dean Zayed | Class Y Shares Common Stock | 0 | $24,016 | 08 Nov 2024 | See footnote |