| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Roger W. Crandall | Adviser Board Member | $45.5K | Nov 29, 2021 | ||
| Michael Freno | CEO & President, Officer of Adviser | $718 | Apr 21, 2023 | ||
| Paul LaPiana | Adviser Board Member | Jan 1, 2025 | |||
| Gregory Wayne MacCordy | Chief Compliance Officer | Feb 22, 2023 | |||
| Benjamin Tecmire | Chief Compliance Officer | Sep 16, 2022 | |||
| Christopher Hanscom | Treasurer | Nov 9, 2021 | |||
| Mark F. Mulhern | Director | Aug 13, 2021 | |||
| Ashlee Steinnerd | Chief Legal Officer | Feb 22, 2023 | |||
| Eric Partlan | Adviser Board Member | May 2, 2023 | |||
| Jill Olmstead | Trustee | Aug 13, 2021 | |||
| Itzbell Branca | Chief Compliance Officer | Sep 1, 2024 | |||
| Eric J. Lloyd | Officer of Adviser | Nov 2, 2021 | |||
| Mary Jane Fortin | Adviser Board Member | Jan 1, 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|