| Jul 21, 2021 (view filing) | Jul 21 | Same day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Interest | +9.50K | $8.50 | +$80.7K | +2.1%467.0K after | 5 lotsThis row combines 5 trades of the same kind from one filing. The price is the value-weighted average. |
| Jul 21, 2021 (view filing) | Jul 21 | Same day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Interest | +500 | $8.50 | +$4.25K | New position500 after | |
| Jul 22, 2021 (view filing) | Jul 21 | 1 day | Brombach Theodore JPresident & CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Interest | +29.5K | $8.50 | +$250.8K | +7.0%450.9K after | |
| Jul 27, 2021 (view filing) | Jul 27 | Same day | McCulloch BenjaminSecretary & CLO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Interest | +288 | $8.67 | +$2.50K | +96.0%588 after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Dec 9, 2021 (view filing) | Dec 8 | 1 day | McGarrity John POther: Officer of XAI | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase.Common Shares of Beneficial Ownership | −11.1K | $9.10 | −$101.0K | −20.6%42.9K after | |
| Dec 20, 2021 (view filing) | Dec 20 | Same day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +4.00K | $8.53 | +$34.1K | +0.8%490.7K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Apr 11, 2022 (view filing) | Apr 8 | 3 days | McCulloch BenjaminSecretary & CLO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +472 | $8.47 | +$4.00K | +68.4%1.16K after | |
| Aug 22, 2022 (view filing) | Aug 19 | 3 days | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +3.00K | $7.16 | +$21.5K | +0.6%508.7K after | 3 lotsThis row combines 3 trades of the same kind from one filing. The price is the value-weighted average. |
| Aug 22, 2022 (view filing) | Aug 19 | 3 days | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | 0 | – | $0 | 0.0%10.2K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Sep 2, 2022 (view filing) | Sep 2 | Same day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +2.00K | $6.99 | +$14.0K | +0.4%510.7K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Sep 2, 2022 (view filing) | Sep 2 | Same day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | 0 | – | $0 | 0.0%10.2K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Sep 23, 2022 (view filing) | Sep 23 | Same day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +3.00K | $6.23 | +$18.7K | +0.6%514.3K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Nov 9, 2022 (view filing) | Nov 3-4 | 6 days | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +4.00K | $6.39 | +$25.5K | New position4.00K after | AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing.2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| Nov 9, 2022 (view filing) | Nov 8-9 | 1 day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +6.00K | $6.51 | +$39.1K | +150.0%10.0K after | 5 lotsThis row combines 5 trades of the same kind from one filing. The price is the value-weighted average. |
| Nov 9, 2022 (view filing) | Nov 8-9 | 1 day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +6.00K | $6.51 | +$39.1K | +150.0%10.0K after | AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing.5 lotsThis row combines 5 trades of the same kind from one filing. The price is the value-weighted average.Duplicate filingThe same trade also appears in an earlier filing, for example when the same people file twice or a fund and its partners each report it. Rankings and totals count only the earliest copy. |
| Nov 9, 2022 (view filing) | Nov 3-4 | 6 days | Brombach Theodore JPresident & CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +4.00K | $6.39 | +$25.5K | New position4.00K after | AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing.2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average.Duplicate filingThe same trade also appears in an earlier filing, for example when the same people file twice or a fund and its partners each report it. Rankings and totals count only the earliest copy. |
| Nov 9, 2022 (view filing) | Nov 8-9 | 1 day | Brombach Theodore JPresident & CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +6.00K | $6.51 | +$39.1K | +150.0%10.0K after | 5 lotsThis row combines 5 trades of the same kind from one filing. The price is the value-weighted average.Duplicate filingThe same trade also appears in an earlier filing, for example when the same people file twice or a fund and its partners each report it. Rankings and totals count only the earliest copy. |
| Nov 9, 2022 (view filing) | Nov 8-9 | 1 day | Brombach Theodore JPresident & CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +6.00K | $6.51 | +$39.1K | +150.0%10.0K after | AmendedAn amended filing (for example Form 4/A or 13F-HR/A) that corrects or adds to an earlier filing.5 lotsThis row combines 5 trades of the same kind from one filing. The price is the value-weighted average.Duplicate filingThe same trade also appears in an earlier filing, for example when the same people file twice or a fund and its partners each report it. Rankings and totals count only the earliest copy. |
| Nov 14, 2022 (view filing) | Nov 10 | 4 days | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +2.00K | $6.64 | +$13.3K | +20.0%12.0K after | 3 lotsThis row combines 3 trades of the same kind from one filing. The price is the value-weighted average. |
| Nov 14, 2022 (view filing) | Nov 10 | 4 days | Brombach Theodore JPresident & CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +2.00K | $6.64 | +$13.3K | +20.0%12.0K after | 3 lotsThis row combines 3 trades of the same kind from one filing. The price is the value-weighted average.Duplicate filingThe same trade also appears in an earlier filing, for example when the same people file twice or a fund and its partners each report it. Rankings and totals count only the earliest copy. |
| Nov 15, 2022 (view filing) | Nov 11 | 4 days | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +3.05K | $6.67 | +$20.3K | +25.4%15.1K after | |
| Nov 15, 2022 (view filing) | Nov 11 | 4 days | Brombach Theodore JPresident & CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +3.05K | $6.67 | +$20.3K | +25.4%15.1K after | Duplicate filingThe same trade also appears in an earlier filing, for example when the same people file twice or a fund and its partners each report it. Rankings and totals count only the earliest copy. |
| Dec 23, 2022 (view filing) | Dec 22 | 1 day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +500 | $6.33 | +$3.17K | +0.1%516.0K after | |
| Nov 16, 2023 (view filing) | Nov 13 | 3 daysLateFiled more than 2 business days after the trade (the Form 4 deadline). A few cases, such as trades a broker makes under a 10b5-1 plan, have a longer deadline, so this flag comes from the dates alone and does not mean a rule was broken. | Brombach Theodore JPresident & CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +289 | $7.08 | +$2.05K | +1.7%17.7K after | |
| Nov 16, 2023 (view filing) | Nov 13 | 3 daysLateFiled more than 2 business days after the trade (the Form 4 deadline). A few cases, such as trades a broker makes under a 10b5-1 plan, have a longer deadline, so this flag comes from the dates alone and does not mean a rule was broken. | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +289 | $7.08 | +$2.05K | +1.7%17.7K after | Duplicate filingThe same trade also appears in an earlier filing, for example when the same people file twice or a fund and its partners each report it. Rankings and totals count only the earliest copy. |
| Dec 6, 2023 (view filing) | Dec 5 | 1 day | Brombach Theodore JPresident & CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +6.00K | $6.89 | +$41.3K | +33.9%23.7K after | |
| Dec 6, 2023 (view filing) | Dec 5 | 1 day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +6.00K | $6.89 | +$41.3K | +33.9%23.7K after | Duplicate filingThe same trade also appears in an earlier filing, for example when the same people file twice or a fund and its partners each report it. Rankings and totals count only the earliest copy. |
| Dec 13, 2023 (view filing) | Dec 12 | 1 day | Brombach Theodore JPresident & CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +825 | $7.05 | +$5.82K | +4.5%19.3K after | |
| Dec 13, 2023 (view filing) | Dec 12 | 1 day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +825 | $7.05 | +$5.82K | +4.5%19.3K after | Duplicate filingThe same trade also appears in an earlier filing, for example when the same people file twice or a fund and its partners each report it. Rankings and totals count only the earliest copy. |
| May 10, 2024 (view filing) | May 9-10 | 1 day | Spence John YogiOther: Advisor Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +6.87K | $7.13 | +$49.0K | +33.4%27.4K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average. |
| May 10, 2024 (view filing) | May 9-10 | 1 day | Brombach Theodore JPresident & CEO | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +6.87K | $7.13 | +$49.0K | +33.4%27.4K after | 2 lotsThis row combines 2 trades of the same kind from one filing. The price is the value-weighted average.Duplicate filingThe same trade also appears in an earlier filing, for example when the same people file twice or a fund and its partners each report it. Rankings and totals count only the earliest copy. |
| Dec 20, 2024 (view filing) | Dec 19 | 1 day | Spence John YogiOther: Adviser Personnel | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +2.00K | $6.50 | +$13.0K | +0.4%546.8K after | |
| Feb 19, 2025 (view filing) | Feb 19 | Same day | Spence John YogiVice President | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +3.00K | $6.41 | +$19.2K | +0.5%549.8K after | |
| Feb 21, 2025 (view filing) | Feb 21 | Same day | Spence John YogiVice President | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +2.00K | $6.38 | +$12.8K | +0.4%551.8K after | |
| Sep 12, 2025 (view filing) | Sep 11 | 1 day | Jones Scott COther: Trustee | SSaleThe insider sold shares on the open market or in a private deal. People sell for many reasons, such as paying taxes, diversifying or following a pre-set 10b5-1 plan, so a single sale usually says less than a purchase.Common shares of beneficial ownership | −13.0K | $5.62 | −$73.1K | −100.0%0 after | |
| Oct 27, 2025 (view filing) | Oct 24 | 3 days | Law Lauren KristenOther: Sub-Adviser Inv Comm Member | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in. | +20.0K | $5.01 | +$100.2K | New position20.0K after | |
| Feb 19, 2026 (view filing) | Feb 19 | Same day | Spence John YogiVice President | PPurchaseThe insider bought shares with their own money, on the open market or in a private deal (for example, a company's private placement). This is the code investors watch most closely: it is money the insider chose to put in.Common Shares of Beneficial Ownership | +5.00K | $3.90 | +$19.5K | +0.9%561.8K after | |
