| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| THOMAS KENT SITTEMA | Director, Officer and member of Adviser | $1,038,694 | 12 Aug 2021 | ||
| Robert W. Long | Pres. & Prin. Exec. Officer, Director, CEO and Member of the Adviser | $971,793 | 11 Jun 2021 | ||
| Neil David Menard | President of Distribution /, Member of the Adviser | $475,608 | 12 Aug 2021 | ||
| Jason P. Ment | Officer of Sub-Adviser | $391,825 | 21 Jun 2023 | ||
| Kimberly Zeitvogel | Treasurer & Prin. Fin. Officer | $77,455 | 30 Jan 2023 | ||
| Christopher Ancona | Chief Compliance Officer | 30 Jun 2022 | |||
| StepStone Group LP | Sub-Adviser | 15 Dec 2023 | |||
| Thomas Keck | Portfolio Manager | 13 Jul 2023 | |||
| Michael Anthony Elio | Portfolio Manager | 21 Sep 2020 | |||
| Terry West Prather | Director | 23 May 2024 | |||
| Dean Caruvana | Secretary and CCO | 01 Sep 2023 | |||
| John Paul Kettnich | Portfolio Manager | 31 Dec 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|