| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 10%+ Owner | $29,838 | 14 Nov 2024 | ||
| MICHAEL KALINOSKI | Portfolio Manager | $10,700 | 01 Mar 2023 | ||
| Christian Romaglino | Portfolio Manager | $3,893 | 01 Mar 2023 | ||
| WALTER OCONNOR | Portfolio Manager | $2,705 | 31 Jan 2025 | ||
| Phillip Soccio | Portfolio Manager | $445 | 31 Jan 2025 | ||
| Kevin Maloney | Portfolio Manager | $393 | 31 Jan 2025 | ||
| Stayce D. Harris | Director | $110 | 29 Oct 2024 | ||
| Stephen Thomas Minar | Vice President | 08 May 2025 | |||
| James Phillip Holloman | Director | 10 Jun 2021 | |||
| Aaron David Wasserman | Chief Compliance Officer | 01 Jul 2023 | |||
| Kristi Manidis Santiago | Portfolio Manager | 01 Mar 2023 | |||
| Lorenzo Flores | Director | 30 Jul 2021 | |||
| Arthur Philip Steinmetz | Director | 09 Sep 2023 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|