| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 1 | +2.5K | 100% | $6.62 | +$16.6K |
| Sells | 0 | ||||
| Net | +1 | +2.5K | 100% | +$16.6K |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| James R. Imhoff | Former Director | $425K | Dec 31, 2021 | ||
| John Yogi Spence | Adviser Personnel | $16.5K | +$16.6K | Sep 30, 2025 | |
| Danielle Cupps | Trustee | Dec 2, 2024 | |||
| Randi Jean Roessler | Chief Compliance Officer | Dec 2, 2024 | |||
| Theodore Brombach | President & CEO | Dec 2, 2024 | |||
| Benjamin McCulloch | Secretary & CLO | Dec 2, 2024 | |||
| William Meyers | Trustee | Dec 2, 2024 | |||
| Derek Mullins | Treasurer & PFO | Dec 2, 2024 | |||
| Kimberly Ann Flynn | Vice President | Dec 2, 2024 | |||
| Madeline Arment | Assistant Treasurer | Feb 26, 2025 | |||
| Lisa Woo | Assistant Treasurer | Feb 26, 2025 | |||
| Scott C. Jones | Director | Dec 31, 2021 | |||
| Paul Lefurgey | Director | Nov 2, 2023 | |||
| Philip G. Franklin | Trustee | Dec 2, 2024 | |||
| Jill M. Friedow | Director | Nov 2, 2023 | |||
| Gregory Dingens | Trustee | Dec 2, 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|