2025Q4
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Fleming Scott T | Other | 82,712 | Jan 20, 2026 |
| Graci Angelo D | Other | 11,741 | Apr 10, 2024 |
| First Trust Portfolios Lp | — | 5,236 | May 22, 2013 |
| Weaver Eric David | Other | 3,261 | Dec 8, 2023 |
| Wolf Robert A | Other | 2,363 | Sep 19, 2022 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Jan 20, 2026 | FLEMING SCOTT T | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 20, 2026 | FLEMING SCOTT T | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 6, 2026 | FLEMING SCOTT T | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 6, 2026 | Driscoll Thomas J. | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 11, 2024 | Brancazio Christopher John | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 4, 2024 | Addonizio Samantha | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 4, 2024 | Addonizio Samantha | Investment Sub-Advisor | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 18, 2024 | MALTBIE DEREK | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 5, 2024 | Apr 10, 2024 | Graci Angelo D | Other | Sell | 22.5 | -3,500 | -22.96% | ✗ | $61.5K |
| Apr 5, 2024 | Apr 5, 2024 | Graci Angelo D | Other | Sell | 22.5 | -3,500 | -22.96% | ✗ | $61.5K |
| Mar 4, 2024 | Mar 4, 2024 | Graci Angelo D | Other | Sell | 22.5 | -6,000 | -28.25% | ✗ | $104.4K |
| Dec 14, 2023 | Dec 15, 2023 | FLEMING SCOTT T | Other | Buy | 95.0 | +15,000 | 75.00% | ✗ | $247K |
| Nov 22, 2023 | Dec 8, 2023 | WEAVER ERIC DAVID | Other | Buy | 91.3 | +1,300 | 66.29% | ✗ | $22.9K |
| Nov 21, 2023 | Dec 8, 2023 | Graci Angelo D | Other | Buy | 86.3 | +1,500 | 7.59% | ✗ | $26.3K |
| Nov 21, 2023 | Dec 8, 2023 | FLEMING SCOTT T | Other | Buy | 97.5 | +17,500 | 34.85% | ✗ | $307.2K |
| Oct 30, 2023 | Graci Angelo D | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 12, 2023 | Wright Bronwyn | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 24, 2023 | Brancazio Christopher John | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 19, 2023 | Mooney Abigail K | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 4, 2023 | Mooney Abigail K | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 4, 2023 | Patton Kevin J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 21, 2022 | Patton Kevin J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 22, 2022 | DEVORE STEPHEN | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 5, 2022 | Oct 5, 2022 | FLEMING SCOTT T | Other | Buy | 95.0 | +7,500 | 17.65% | ✗ | $123.6K |
| Sep 16, 2022 | Sep 19, 2022 | WOLF ROBERT A | Other | Buy | 91.3 | +1,400 | 145.38% | ✗ | $25.1K |
| Sep 15, 2022 | Sep 15, 2022 | FLEMING SCOTT T | Other | Buy | 95.0 | +7,500 | 21.43% | ✗ | $135.4K |
| Nov 5, 2021 | DENISE M KEEFE | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 17, 2021 | BROWN KATHLEEN WIELAND | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 17, 2021 | DEHLER KELLY CATHERINE | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 22, 2020 | WEAVER ERIC DAVID | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 2, 2020 | FRISKE SCOTT MICHAEL | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 30, 2020 | HALL R SCOTT | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 23, 2020 | Mar 24, 2020 | FLEMING SCOTT T | Other | Buy | 95.0 | +7,500 | 27.27% | ✗ | $98.6K |
| Mar 12, 2020 | Mar 13, 2020 | FLEMING SCOTT T | Other | Buy | 91.3 | +2,500 | 10.00% | ✗ | $47.8K |
| Dec 17, 2018 | Dec 17, 2018 | FLEMING SCOTT T | Other | Buy | 91.3 | +2,500 | 11.11% | ✗ | $46.8K |
| Dec 13, 2018 | Dec 14, 2018 | WOLF ROBERT A | Other | Buy | 90.0 | +500 | 200.00% | ✗ | $9.7K |
| Dec 13, 2018 | Dec 13, 2018 | FLEMING SCOTT T | Other | Buy | 91.3 | +2,500 | 12.50% | ✗ | $48.8K |
| Jun 8, 2018 | Jun 8, 2018 | FLEMING SCOTT T | Other | Buy | 95.0 | +5,000 | 33.33% | ✗ | $109.4K |
| Jan 18, 2018 | Jan 19, 2018 | FLEMING SCOTT T | Other | Neutral | 27.5 | -450 | -2.91% | ✗ | - |
| Nov 10, 2016 | Nov 14, 2016 | FLEMING SCOTT T | Other | Buy | 77.5 | +225 | 1.48% | ✗ | $4.8K |
| Sep 22, 2016 | Sep 22, 2016 | FLEMING SCOTT T | Other | Buy | 77.5 | +225 | 1.50% | ✗ | $5.2K |
| Sep 9, 2016 | PRICHARD CRAIG S | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 9, 2016 | MCGAREL DAVID | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 16, 2015 | Feb 18, 2016 | KEITH ROBERT F | Other | Buy | 91.3 | +512 | 100.00% | ✗ | $11.2K |
| Jan 8, 2016 | BRADLEY MARK R | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 4, 2016 | Jan 5, 2016 | KADLEC THOMAS R | Director | Buy | 91.3 | +1,000 | 100.00% | ✗ | $21.2K |
| Dec 31, 2015 | Jan 4, 2016 | WOLF ROBERT A | Other | Buy | 90.0 | +250 | 100.00% | ✗ | $5.3K |
| Dec 3, 2015 | Dec 3, 2015 | FLEMING SCOTT T | Other | Buy | 95.0 | +5,000 | 50.00% | ✗ | $108.4K |
| Mar 11, 2015 | Mar 12, 2015 | FLEMING SCOTT T | Other | Buy | 95.0 | +5,000 | 100.00% | ✗ | $112.2K |
| Oct 15, 2014 | Oct 16, 2014 | FLEMING SCOTT T | Other | Buy | 95.0 | +2,500 | 100.00% | ✗ | $53.1K |
| Sep 23, 2014 | Oct 10, 2014 | FLEMING SCOTT T | Other | Buy | 95.0 | +2,500 | 100.00% | ✗ | $54.1K |
| Jun 18, 2014 | UREVIG KATHERINE L | Assistant Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 18, 2014 | Swade Donald | Assistant Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 18, 2014 | SHANNON SHANE | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 18, 2014 | LYNCH COLEEN D | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 18, 2014 | KLASSMAN ERIN E | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 18, 2014 | GATTA ROSANNE | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 18, 2014 | ERICKSON JON C | Investment Adviser | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 18, 2014 | CAREY ROBERT F | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 26, 2014 | SHANNON SHANE | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | WOLF ROBERT A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | STONEBRIDGE ADVISORS, LLC | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | FLEMING SCOTT T | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | DEVORE STEPHEN | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | UREVIG KATHERINE L | Assistant Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | TESTIN ROGER | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | Swade Donald | Assistant Treasurer | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | ROGGENSACK ANDY | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | NIELSON NIEL B | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | MCGAREL DAVID | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | MAHER KRISTI A | Asst. Secretary and CCO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | LYNCH COLEEN D | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | LINDQUIST DANIEL J | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | KLASSMAN ERIN E | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | KEITH ROBERT F | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | KADLEC THOMAS R | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | JARDINE W SCOTT | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | HALL R SCOTT | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | GATTA ROSANNE | Assistant Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | FIRST TRUST PORTFOLIOS LP | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | FIRST TRUST ADVISORS LP | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | FALLOW CHRISTOPHER R | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | ERICKSON RICHARD E | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | ERICKSON JON C | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | Dykas James M | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | CAREY ROBERT F | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | BROWN KATHLEEN WIELAND | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | BRADLEY MARK R | CEO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2013 | BOWEN JAMES A | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |