| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 2 | +4.5K | 100% | $5.46 | +$24.6K |
| Sells | 0 | ||||
| Net | +2 | +4.5K | 100% | +$24.6K |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Mark T. Haley | President | $780K | +$14K | +1.83% | Oct 1, 2025 |
| Edmund J. Burke | Trustee | $49.1K | Mar 26, 2024 | ||
| Milton M. Irvin | Trustee | $43.6K | Dec 31, 2024 | ||
| Maureen Usifer | Trustee | $41.2K | Mar 12, 2024 | ||
| Robert Milas | Access Person of the Fund | $24K | +$10.5K | +78.2% | May 19, 2025 |
| George R. Gaspari | Director | $11.9K | Dec 31, 2022 | ||
| Gina Meyer | Assistant Treasurer | Jun 6, 2024 | |||
| Michelle Stallworth | Assistant Secretary | Dec 31, 2022 | |||
| Westfield Capital Management Co Lp | Investment Advisor | Sep 3, 2024 | |||
| John J. Neuhauser | Trustee | Dec 31, 2024 | |||
| Jennifer Hoopes | Director | Feb 15, 2025 | |||
| Erich Rettinger | Treasurer | Dec 9, 2021 | |||
| Tanya Tancheff | Assistant Treasurer | Dec 9, 2021 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|