| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Vikas Kapoor | Vice President | $286K | Dec 1, 2021 | ||
| Brian Briskin | Portfolio Manager | $283K | Sep 1, 2022 | ||
| Debra J. Perry | Trustee | $229K | Jul 3, 2023 | ||
| Michelle McCloskey | Director | $124K | May 3, 2021 | ||
| Alex Chaloff | President & CEO | $52.4K | Mar 26, 2024 | ||
| Jeffrey R. Holland | Member of Board of Trustees | $25K | Mar 21, 2025 | ||
| Onur Erzan | Exec Officer of Fund's Adviser | Jul 6, 2022 | |||
| Todd Walthall | Director of Fund's Adviser | Sep 21, 2021 | |||
| Emilie D. Wrapp | Director | Jan 1, 2025 | |||
| L. Moody | Director | Jan 1, 2025 | |||
| Jorge A. Bermudez | Director | Jan 1, 2025 | |||
| Carol McMullen | Director | Jan 1, 2025 | |||
| Joan M. Lammtennant | Director of Fund's Adviser | Oct 22, 2021 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|