| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 3 | +35.3K | 100% | $38.33 | +$1.35M |
| Sells | 0 | ||||
| Net | +3 | +35.3K | 100% | +$1.35M |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Jerry V. Swank | Chairman of Swank Capital, parent company of the Adviser | $2.83M | +$1.3M | +85.2% | Jul 23, 2024 |
| Todd Sunderland | Coo | $46K | +$44.6K | +3405% | Jul 23, 2024 |
| John Alban | Director, Trustee | $33.8K | Feb 24, 2023 | ||
| Blake Nelson | CFO & Treasurer | $10.1K | +$9.54K | +1622% | Nov 6, 2023 |
| Mathew Calabro | Chief Compliance Officer | May 1, 2021 | |||
| Andrea Mullins | Director | Nov 19, 2021 | |||
| Saket Kumar | Title: Portfolio Manager and Adviser Managing Partner | Jan 1, 2012 | |||
| Mark Rhodes | President | Dec 1, 2022 | |||
| John M. Musgrave | Adviser Managing Partner | Jan 1, 2021 | |||
| Hari Kusumakar | Portfolio Manager | Jan 1, 2020 | |||
| Alex Palma | Portfolio Manager | Jan 1, 2020 | |||
| Jeffrey A. Engelsman | Chief Compliance Officer | Aug 24, 2023 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|