| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| THEODORE R. JAECKEL JR | Portfolio Manager | $90,208 | 12 Apr 2021 | ||
| MICHAEL KALINOSKI | Portfolio Manager | $68,066 | 01 Mar 2023 | ||
| Christian Romaglino | Portfolio Manager | $6,945 | 01 Mar 2023 | ||
| Michael Perilli | Portfolio Manager | $1,814 | 29 Sep 2022 | ||
| WALTER OCONNOR | Portfolio Manager | $1,471 | 05 Oct 2017 | ||
| Stayce D. Harris | Director | $107 | 29 Oct 2024 | ||
| Phillip Soccio | Portfolio Manager | $0 | 04 Oct 2024 | ||
| JPMORGAN CHASE & CO | 10%+ Owner | 20 Dec 2023 | |||
| Peter Hayes | Officer of the Advisor | 29 Jun 2023 | |||
| Kristi Manidis Santiago | Portfolio Manager | 01 Mar 2023 | |||
| Kevin Maloney | Portfolio Manager | 01 Mar 2023 | |||
| James Phillip Holloman | Director | 10 Jun 2021 | |||
| Lorenzo Flores | Director | 30 Jul 2021 | |||
| Arthur Philip Steinmetz | Director | 09 Sep 2023 | |||
| JPMorgan Chase Bank, N.A. | 10%+ Owner | 20 Dec 2023 | |||
| Aaron David Wasserman | Chief Compliance Officer | 01 Jul 2023 | |||
| Stephen Thomas Minar | Vice President | 08 May 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|