| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 2 | +121,714 | 100% | $10.27 | +$1,250,000 |
| Sells | 0 | ||||
| Net | +2 | +121,714 | 100% | +$1,250,000 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Eric Jay Selter | Exec. VP and Mgr. of Adviser, 10%+ Owner | $21,264,593 | +$1,200,000 | +6% | 02 Jan 2026 |
| Stacey Lynn McKinnon | Mgr. of Adviser | $513,500 | +$50,000 | +11% | 02 Jan 2026 |
| Clifford Schireson | Director | 19 Dec 2024 | |||
| Kent Barnes | Secretary | 19 Dec 2024 | |||
| Jessica Chase | Treasurer | 19 Dec 2024 | |||
| Menachem Striks | CCO of Adviser | 19 Dec 2024 | |||
| Nadya Mets | VP of Research of Adviser | 19 Dec 2024 | |||
| Sasan Faiz | VP of Research of Adviser | 19 Dec 2024 | |||
| Jeffrey Sarti | CEO of Adviser | 19 Dec 2024 | |||
| Chad M. Bitterman | Chief Compliance Officer | 19 Dec 2024 | |||
| Carrie Schoffman | Director | 19 Dec 2024 | |||
| Meghan Hillary Pinchuk | Pres & Principal Exec Officer, Chief Invest Officer Adviser | 02 Mar 2026 | |||
| Zeven Mary Moran | Director | 19 Dec 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Meghan Hillary Pinchuk | Class I Shares Common Stock | Purchase | 19,822 | 19,822 | 02 Jan 2026 | By Self As Trustee for Meghan H Pinchuk Trust | ||||
| Stacey Lynn McKinnon | Class I Shares Common Stock | Purchase | 10.8% | $50,000 | $10.27 | 4,869 | 50,000 | 02 Jan 2026 | By Self As Trustee for McKinnon MS Living Trust | |
| Eric Jay Selter | Class I Shares Common Stock | Purchase | $1,100,000 | $10.27 | 107,108 | $2,177,663 | 02 Jan 2026 | By Self As Trustee for Eric and Lynn Selter Family Trust | ||
| Eric Jay Selter | Class I Shares Common Stock | Purchase | 0.47% | $100,000 | $10.27 | 9,737 | 2,070,554 | 02 Jan 2026 | Direct |