Insiders | Shares | % | Avg Price | Total $ | |
---|---|---|---|---|---|
Buys | 4 | +10.8K | 100% | $34.54 | +$374K |
Sells | 0 | ||||
Net | +4 | +10.8K | 100% | +$374K |
Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
---|---|---|---|---|---|
Jerry V. Swank | Chairman of Swank Capital, parent company of the Adviser | $2.83M | +$300K | +11.9% | Jul 23, 2024 |
Todd Sunderland | Coo | $46K | +$44.6K | +3405% | Jul 23, 2024 |
John Alban | Director, Trustee | $33.8K | Feb 24, 2023 | ||
Andrea Mullins | Director | $19.2K | +$19.2K | Sep 9, 2024 | |
Blake Nelson | CFO & Treasurer | $10.1K | +$9.54K | +1622% | Nov 6, 2023 |
Mathew Calabro | Chief Compliance Officer | May 1, 2021 | |||
Alex Palma | Portfolio Manager | Jan 1, 2020 | |||
John M. Musgrave | Adviser Managing Partner | Jan 1, 2021 | |||
Mark Rhodes | President | Dec 1, 2022 | |||
Saket Kumar | Title: Portfolio Manager and Adviser Managing Partner | Jan 1, 2012 | |||
Hari Kusumakar | Portfolio Manager | Jan 1, 2020 | |||
Jeffrey A. Engelsman | Chief Compliance Officer | Aug 24, 2023 |
Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
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