| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Christopher M. Lee | Portfolio Manager | $72.5K | Aug 31, 2025 | ||
| William R. Ebsworth | Director | $14.6K | Jan 9, 2024 | ||
| James Polisson | Director | $9.43K | Jan 4, 2024 | ||
| Jane A. Freeman | Director | $2K | Aug 22, 2022 | ||
| Andrew B. Smith | Portfolio Manager | Apr 11, 2024 | |||
| Christopher Micah Baker | Chief Compliance Officer | Jan 12, 2022 | |||
| Paul Werner Felsch | Chief Complaince Officer | Feb 8, 2023 | |||
| Karin Brotman | Chief Compliance Officer | Dec 7, 2021 | |||
| John Kenney | President | Jan 7, 2025 | |||
| Jimmy T. Tran | Chief Compliance Officer | Mar 13, 2025 | |||
| Thomas Edward Barbieri | Chief Compliance Officer | Mar 18, 2025 | |||
| Jennifer Lea Grunberg | Chief Compliance Officer | Apr 17, 2023 | |||
| Richard Matthew Prasse | Secretary | Oct 18, 2021 | |||
| Kate Sandman McKinley | Chief Compliance Officer | Nov 9, 2021 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|