2025Q4
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| Bowen James A | Director | 169,500 | Mar 13, 2025 |
| McGarel David | Officer-Investment Adviser | 14,000 | Jun 18, 2024 |
| Housey William A Jr | Other | 11,600 | Apr 11, 2024 |
| First Trust Portfolios Lp | — | 5,000 | Jun 25, 2020 |
| Lindquist Daniel J | President | 3,500 | Apr 9, 2024 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Sep 5, 2025 | Driscoll Thomas J. | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 20, 2025 | Aug 21, 2025 | Ziets Kevin L | Other | Buy | 91.3 | +3,000 | 100.00% | ✗ | $43.8K |
| Aug 12, 2025 | Ziets Kevin L | PORTFOLIO MANAGER | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 22, 2025 | Apr 23, 2025 | Dykas James M | CEO | Buy | 90.0 | +400 | 100.00% | ✗ | $5.5K |
| Mar 12, 2025 | Mar 13, 2025 | BOWEN JAMES A | Director | Buy | 97.5 | +30,000 | 21.51% | ✗ | $433.8K |
| Oct 1, 2024 | Oct 2, 2024 | BOWEN JAMES A | Director | Buy | 90.0 | +12,130 | 9.52% | ✗ | $183K |
| Sep 30, 2024 | Oct 1, 2024 | BOWEN JAMES A | Director | Buy | 87.5 | +4,370 | 3.67% | ✗ | $66.4K |
| Sep 10, 2024 | Sep 11, 2024 | BOWEN JAMES A | Director | Buy | 97.5 | +17,000 | 16.04% | ✗ | $250.8K |
| Jun 18, 2024 | Jun 18, 2024 | MCGAREL DAVID | Officer-Investment Adviser | Buy | 95.0 | +14,000 | 100.00% | ✗ | $196.2K |
| Apr 18, 2024 | MALTBIE DEREK | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 12, 2024 | Apr 15, 2024 | BOWEN JAMES A | Director | Buy | 97.5 | +20,000 | 23.26% | ✗ | $281.5K |
| Apr 10, 2024 | Apr 11, 2024 | HOUSEY WILLIAM A JR | Other | Buy | 95.0 | +3,600 | 45.00% | ✗ | $51.3K |
| Apr 8, 2024 | Apr 9, 2024 | LINDQUIST DANIEL J | President | Buy | 95.0 | +3,500 | 100.00% | ✗ | $50K |
| Apr 3, 2024 | Apr 4, 2024 | BOWEN JAMES A | Director | Buy | 95.0 | +16,000 | 22.86% | ✗ | $228K |
| Mar 26, 2024 | Mar 27, 2024 | BOWEN JAMES A | Director | Buy | 97.5 | +50,000 | 250.00% | ✗ | $724.9K |
| Sep 12, 2023 | Wright Bronwyn | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 7, 2022 | Mar 8, 2022 | BOWEN JAMES A | Director | Buy | 97.5 | +20,000 | 100.00% | ✗ | $354.7K |
| Feb 24, 2022 | Feb 25, 2022 | Scott Jeffrey M | Other | Buy | 91.3 | +2,500 | 333.33% | ✗ | $44.3K |
| Feb 24, 2022 | Feb 25, 2022 | HOUSEY WILLIAM A JR | Other | Buy | 95.0 | +3,000 | 60.00% | ✗ | $52.9K |
| 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% | ✗ | - | |
| Jul 15, 2021 | Jul 16, 2021 | Scott Jeffrey M | Other | Buy | 91.3 | +750 | 100.00% | ✗ | $15.3K |
| Apr 14, 2021 | PURPURA ORLANDO | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 29, 2020 | Jan 4, 2021 | HOUSEY WILLIAM A JR | Other | Buy | 95.0 | +5,000 | 100.00% | ✗ | $99.7K |
| Dec 29, 2020 | Dec 30, 2020 | PURPURA ORLANDO | Other | Buy | 91.3 | +800 | 100.00% | ✗ | $16K |
| Jul 6, 2020 | Scott Jeffrey M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 2, 2020 | FRISKE SCOTT MICHAEL | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | FIRST TRUST PORTFOLIOS LP | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | FIRST TRUST ADVISORS LP | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | PURPURA ORLANDO | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | HOUSEY WILLIAM A JR | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | TESTIN ROGER | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | BROWN KATHLEEN WIELAND | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | FALLOW CHRISTOPHER R | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | LINDQUIST DANIEL J | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | MCGAREL DAVID | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | MAHER KRISTI A | Asst. Secretary and CCO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | JARDINE W SCOTT | Secretary | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | Swade Donald | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | Dykas James M | CEO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | ROGGENSACK ANDY | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | BOWEN JAMES A | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | NIELSON NIEL B | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | KEITH ROBERT F | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | KADLEC THOMAS R | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 25, 2020 | ERICKSON RICHARD E | Director | Neutral | 52.5 | - | 0.00% | ✗ | - |