| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Andrew Nicholas Jones | Chief Compliance Officer | 04 Dec 2025 | |||
| Jeffrey W. Leinan | Director | 01 Dec 2025 | |||
| Julia Portale | Director | 06 Dec 2024 | |||
| Pete M. Keaveney | Director | 06 Dec 2024 | |||
| Thomas Perugini | Principal Financial Officer | 04 Dec 2025 | |||
| Charles L. Failla | President, CEO and Sec, Director, 10%+ Owner | 02 Jun 2025 | |||
| Sovereign Financial Group, Inc. | Adviser | 14 May 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jeffrey W. Leinan | Class I Shares | Purchase | 68,627 | 68,627 | 01 Dec 2025 | Direct | ||||
| Jeffrey W. Leinan | Class I shares | Purchase | 27,703 | 27,703 | 03 Nov 2025 | By Spouse | ||||
| Charles L. Failla | Class I Shares | Purchase | 57.1% | 40,000 | 110,000 | 02 Jun 2025 | Spouse | |||
| Charles L. Failla | Class I Shares | Purchase | 600% | 60,000 | 70,000 | 02 Jun 2025 | Direct | |||
| Charles L. Failla | Class I Shares | Purchase | 10,000 | 10,000 | 20 Mar 2025 | Direct |