| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 3 | +762 | 96.2% | $44.92 | +$34.2K |
| Sells | 1 | -30 | 3.8% | $43.70 | -$1.31K |
| Net | +2 | +732 | 92.4% | +$32.9K |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Jerry V. Swank | Chairman of Swank Capital, parent company of the Adviser | $2.83M | Jul 23, 2024 | ||
| Todd Sunderland | Coo | $64.3K | +$7.09K | +12.4% | Aug 20, 2025 |
| Andrea Mullins | Director | $38.4K | +$16.8K | +78.1% | Aug 20, 2025 |
| Blake Nelson | CFO & Treasurer | $22.5K | +$8.98K | +66.7% | Aug 20, 2025 |
| John Alban | Director, Trustee | $0 | Sep 16, 2024 | ||
| Mathew Calabro | Chief Compliance Officer | May 1, 2021 | |||
| John M. Musgrave | Adviser Managing Partner | Jan 1, 2021 | |||
| Jeffrey A. Engelsman | Chief Compliance Officer | Aug 24, 2023 | |||
| Saket Kumar | Title: Portfolio Manager and Adviser Managing Partner | Jan 1, 2012 | |||
| Hari Kusumakar | Portfolio Manager | Jan 1, 2020 | |||
| Alex Palma | Portfolio Manager | Jan 1, 2020 | |||
| Mark Rhodes | President | Dec 1, 2022 | |||
| Brad Mead | Chief Compliance Officer | Oct 10, 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|