| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 2 | +6,999 | 100% | $21.43 | +$150,000 |
| Sells | 0 | ||||
| Net | +2 | +6,999 | 100% | +$150,000 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Christopher Duey | President | $100,000 | +$100,000 | 02 Jan 2026 | |
| Rohit Vohra | Title: Head of Global Wealth Alternatives., Director | $50,000 | +$50,000 | 01 Dec 2025 | |
| Andrea Sue Balkan | Director | 14 Nov 2025 | |||
| John Thomas Berg | Title: Chief Executive Officer and Chairman of the Board. Exhibit 24 - Power of Attorney., Director | 24 Sep 2024 | |||
| Anne Cook | Counsel and Secretary | 24 Sep 2024 | |||
| Richard David Jones | Director | 14 Nov 2025 | |||
| Brian J. Riley | Chief Financial Officer | 24 Sep 2024 | |||
| Kevin Catlett | Head of Investment Production | 24 Sep 2024 | |||
| Patricia Bailey | Chief Operating Officer | 24 Sep 2024 | |||
| Rajee Cortez Harris | Chief Business Officer | 31 Dec 2025 | |||
| Jennifer M. Pedigo | Director | 14 Nov 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Christopher Duey | Class E Common Shares | Purchase | $100,000 | $21.43 | 4,666 | 4,666 | 02 Jan 2026 | Direct | ||
| Rohit Vohra | Class E Common Shares | Purchase | $50,000 | $21.43 | 2,333 | 2,333 | 01 Dec 2025 | Direct | ||
| Jennifer M. Pedigo | Class E Common Shares | Award | 93.3% | 875 | 1,813 | 14 Nov 2025 | Direct | |||
| Richard David Jones | Class E Common Shares | Award | 93.3% | 875 | 1,813 | 14 Nov 2025 | Direct | |||
| Andrea Sue Balkan | Class E Common Shares | Award | 93.3% | 875 | 1,813 | 14 Nov 2025 | Direct |