| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Ron D. Sturzenegger | Director | $1M | Nov 1, 2022 | ||
| Tracy G. Schmidt | Director | $250K | Nov 1, 2022 | ||
| Thomas Kent Sittema | Director | $250K | Nov 1, 2022 | ||
| Robert W. Long | Pres. & Prin. Exec. Officer, Director | $50K | Nov 1, 2022 | ||
| Timothy Adair Smith | Treasurer & Prin. Fin. Officer | $50K | Nov 1, 2022 | ||
| Neil David Menard | President of Distribution* | $50K | Nov 1, 2022 | ||
| Kimberly Zeitvogel | Treasurer & Prin. Fin. Officer | $41.5K | Apr 1, 2023 | ||
| Brian Borton | Portfolio Manager | $25K | Nov 1, 2022 | ||
| Harold Mills | Director | Jul 7, 2022 | |||
| StepStone Group LP | Sub-Adviser | Jul 7, 2022 | |||
| Christopher Ancona | Chief Compliance Officer | Jul 7, 2022 | |||
| StepStone Group Private Wealth LLC | Adviser | Jul 7, 2022 | |||
| Dean Caruvana | Secretary & Chief Compli. Off. | Apr 24, 2025 | |||
| Adam Reisler | Portfolio Manager | Jul 13, 2023 | |||
| Terry West Prather | Director | May 23, 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|