| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 3 | +35.3 K | 100% | $38.34 | +$1.35 M |
| Sells | 0 | ||||
| Net | +3 | +35.3 K | 100% | +$1.35 M |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Jerry V. Swank | Chairman of Swank Capital, parent company of the Adviser | $1.14 M | +$1.3 M | Dec 5, 2023 | |
| Todd Sunderland | Coo | $45.6 K | +$41.4 K | +993% | Jul 15, 2024 |
| John Alban | Director, Trustee | $33.8 K | Feb 24, 2023 | ||
| Blake Nelson | CFO & Treasurer | $10.1 K | +$9.54 K | +1622% | Nov 6, 2023 |
| Mathew Calabro | Chief Compliance Officer | May 1, 2021 | |||
| Andrea Mullins | Director | Nov 19, 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 | Class | Transaction | % | Value $ | Price $ | Shares | Shares Owned | Date | Ownership |
|---|