Insiders | Shares | % | Avg Price | Total $ | |
---|---|---|---|---|---|
Buys | 1 | +7.36K | 79.8% | $13.58 | +$100K |
Sells | 1 | -1.86K | 20.2% | $13.38 | -$24.9K |
Net | 0 | +5.5K | 59.7% | +$75.1K |
Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
Stuart A. Mcfarland | Director | $233K | -$24.9K | -9.64% | Dec 12, 2024 |
Justin Guichard | Portfolio Manager | $100K | +$100K | Sep 17, 2024 | |
Heather S. Goldman | Director | $27.2K | Dec 15, 2023 | ||
Christopher Janus | Portfolio Manager | $15.6K | Sep 13, 2023 | ||
Gaal Isaac Surugeon | Portfolio Manager | $3.73K | Aug 30, 2023 | ||
Dana Erikson | Adviser's Portfolio Manager | Mar 4, 2022 | |||
Betty Whelchel | Director | Jan 1, 2024 | |||
Susan Schauffert-Tam | Director | Nov 20, 2024 | |||
Craig Ruckman | Fund's Secretary | Nov 17, 2018 | |||
Louis P. Salvatore | Director | Dec 31, 2021 | |||
Thomas Peeney | Secretary | Jul 1, 2022 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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