2026Q1
| Insider | Role (last 12 mo) | Shares held | Filed at |
|---|---|---|---|
| DeNoon Paul J. | President | 65,600 | Feb 7, 2018 |
| Peebles Douglas J | Portfolio Manager | 48,876 | Mar 16, 2020 |
| Distenfeld Gershon M | President | 16,012.62 | Jan 17, 2025 |
| Smith William Walsh | VP & Portfolio Manager | 5,683 | Jan 5, 2024 |
| Hester James M | Director | 4,000 | Apr 6, 2004 |
| Exec date | Filing date | Insider | Role | Signal | Confidence | Shares | % of shares | Under plan? | Amount (USD) |
|---|---|---|---|---|---|---|---|---|---|
| Feb 25, 2026 | Petty Vercelia | Controller | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 2, 2026 | Jan 6, 2026 | Smith William Walsh | VP & Portfolio Manager | Buy | 91.3 | +1,365 | 11.53% | ✗ | $14.6K |
| Dec 11, 2025 | Dec 15, 2025 | Malik Fahd | VP & Portfolio Manager | Buy | 91.3 | +1,636 | 47.03% | ✗ | $17.5K |
| Apr 1, 2025 | Chaloff Alex | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 15, 2025 | Jan 17, 2025 | Distenfeld Gershon M | President | Buy | 86.3 | +1,414 | 9.69% | ✗ | $15.2K |
| Jan 6, 2025 | Holland Jeffrey R | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 6, 2025 | GERKEN R JAY | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 24, 2024 | Dec 26, 2024 | Malik Fahd | VP & Portfolio Manager | Buy | 90.0 | +800 | 11.14% | ✗ | $8.5K |
| Apr 3, 2024 | Apr 8, 2024 | Malik Fahd | VP & Portfolio Manager | Buy | 91.3 | +1,690 | 27.70% | ✗ | $18K |
| Mar 18, 2024 | Mar 19, 2024 | Wrapp Emilie D. | Other | Buy | 91.3 | +2,392 | 100.00% | ✗ | $25K |
| Jan 10, 2024 | Wrapp Emilie D. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 9, 2024 | Jan 10, 2024 | Distenfeld Gershon M | President | Buy | 91.3 | +1,437 | 10.35% | ✗ | $14.7K |
| Jan 3, 2024 | Jan 5, 2024 | Smith William Walsh | VP & Portfolio Manager | Buy | 91.3 | +2,004 | 23.74% | ✗ | $20.3K |
| Nov 29, 2023 | Clarke Phyllis J. | Controller | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 10, 2023 | Jan 12, 2023 | Distenfeld Gershon M | President | Buy | 91.3 | +1,338 | 11.53% | ✗ | $13K |
| Jan 4, 2023 | Jan 5, 2023 | Smith William Walsh | VP & Portfolio Manager | Buy | 91.3 | +1,807 | 27.24% | ✗ | $17.1K |
| Nov 9, 2022 | Smith William Walsh | VP & Portfolio Manager | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 7, 2022 | DiClementi Christian | VP & Portfolio Manager | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 25, 2022 | Malik Fahd | VP & Portfolio Manager | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 10, 2022 | Jan 12, 2022 | Distenfeld Gershon M | President | Buy | 91.3 | +1,002 | 10.36% | ✗ | $12K |
| Nov 1, 2021 | LAMMTENNANT JOAN M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 29, 2021 | Walthall Todd | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 15, 2021 | Erzan Onur | CEO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 7, 2020 | Apr 7, 2021 | BERNSTEIN SETH P | Other | Sell | 20.0 | -34,800 | -100.00% | ✗ | $362.7K |
| Mar 18, 2021 | Mar 19, 2021 | Loeb Jeanette W | Director | Buy | 91.3 | +1,150 | 100.00% | ✗ | $16.4K |
| Mar 18, 2021 | Mar 19, 2021 | Loeb Jeanette W | Director | Buy | 91.3 | +1,400 | 100.00% | ✗ | $16.4K |
| Feb 19, 2021 | Sprules Karl | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 19, 2021 | Dibadj Ali | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 4, 2021 | Jan 15, 2021 | Distenfeld Gershon M | President | Buy | 91.3 | +1,018 | 12.66% | ✗ | $12K |
| Jan 14, 2021 | Jan 15, 2021 | Bermudez Jorge A. | Director | Buy | 91.3 | +2,915 | 100.00% | ✗ | $34K |
| Oct 2, 2020 | SCOTT BERTRAM L | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 7, 2020 | Loeb Jeanette W | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 3, 2020 | Bermudez Jorge A. | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 18, 2020 | Mar 18, 2020 | BERNSTEIN SETH P | Other | Buy | 95.0 | +9,800 | 39.20% | ✗ | $77.8K |
| Mar 16, 2020 | Mar 16, 2020 | PEEBLES DOUGLAS J | Portfolio Manager | Buy | 95.0 | +7,876 | 19.21% | ✗ | $72.3K |
| Mar 13, 2020 | Mar 16, 2020 | BERNSTEIN SETH P | Other | Buy | 95.0 | +15,000 | 150.00% | ✗ | $160.5K |
| Mar 16, 2020 | Mar 16, 2020 | PEEBLES DOUGLAS J | Portfolio Manager | Buy | 82.5 | +1,000 | 2.50% | ✗ | $9.3K |
| Jan 13, 2020 | Domenici Nella | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 7, 2020 | Jan 8, 2020 | Distenfeld Gershon M | President | Buy | 91.3 | +1,442 | 23.63% | ✗ | $17.5K |
| Jul 10, 2019 | Matus Kristi Ann | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 14, 2019 | HURD JEFFREY J | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 11, 2019 | Khan Shamaila | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 25, 2019 | Lane Nick | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 11, 2019 | Stonehill Charles G.T. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 8, 2019 | Apr 8, 2019 | Distenfeld Gershon M | President | Buy | 91.3 | +985 | 19.67% | ✗ | $11.5K |
| Feb 19, 2019 | Feb 22, 2019 | WEINER EARL D | Director | Buy | 91.3 | +1,129 | 100.00% | ✗ | $13K |
| Feb 13, 2019 | Feb 15, 2019 | TURNER MARSHALL C | Director | Sell | 26.3 | -4,000 | -100.00% | ✗ | $45.8K |
| Jan 7, 2019 | Jan 8, 2019 | Distenfeld Gershon M | President | Buy | 91.3 | +1,038 | 26.15% | ✗ | $11.5K |
| Dec 24, 2018 | Dec 26, 2018 | BERNSTEIN SETH P | Other | Buy | 95.0 | +10,000 | 100.00% | ✗ | $101.9K |
| Oct 30, 2018 | Oct 31, 2018 | Downey Michael | Director | Buy | 91.3 | +3,000 | 100.00% | ✗ | $33.3K |
| Jul 6, 2018 | Jul 12, 2018 | Distenfeld Gershon M | President | Buy | 91.3 | +3,970 | 100.00% | ✗ | $45.6K |
| Jul 12, 2018 | Distenfeld Gershon M | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 5, 2014 | May 15, 2018 | WEINER EARL D | Director | Sell | 26.3 | -2,700 | -100.00% | ✗ | $35.6K |
| Apr 23, 2018 | Siemers William R | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 6, 2018 | Feb 7, 2018 | DeNoon Paul J. | President | Buy | 95.0 | +6,600 | 11.19% | ✗ | $79.2K |
| Dec 28, 2017 | Dec 29, 2017 | MOODY GARRY L | Director | Buy | 52.5 | - | 0.00% | ✗ | $16.6 |
| Nov 24, 2017 | Leibowitz Shelley | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Nov 22, 2017 | Narayandas Das | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 25, 2017 | May 26, 2017 | McMullen Carol | Director | Buy | 91.3 | +2,020 | 100.00% | ✗ | $25.9K |
| May 15, 2017 | OLIVEIRA RAMON DE | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 8, 2017 | Zoellick Robert B. | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 8, 2017 | Malmstrom Anders | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 8, 2017 | Fallon-Walsh Barbara | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 8, 2017 | Kaye Daniel G | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 8, 2017 | BERNSTEIN SETH P | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 22, 2017 | Burke Kate C | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 3, 2016 | Weill Veronique | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 3, 2016 | McMullen Carol | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jul 22, 2016 | Jul 25, 2016 | DOBKIN JOHN H | Director | Buy | 91.3 | +2,000 | 40000.00% | ✗ | $25.1K |
| Jun 24, 2016 | Jun 24, 2016 | MOODY GARRY L | Director | Buy | 91.3 | +830 | 66.40% | ✗ | $10.1K |
| Jun 17, 2016 | Jun 20, 2016 | MOODY GARRY L | Director | Buy | 91.3 | +1,250 | 100.00% | ✗ | $15.2K |
| Jun 15, 2016 | Jun 16, 2016 | TURNER MARSHALL C | Director | Buy | 91.3 | +4,000 | 100.00% | ✗ | $48.8K |
| Feb 22, 2016 | Feb 22, 2016 | DeNoon Paul J. | President | Buy | 97.5 | +25,000 | 73.53% | ✗ | $273.1K |
| Feb 12, 2016 | Feb 12, 2016 | DeNoon Paul J. | President | Buy | 95.0 | +9,000 | 36.00% | ✗ | $94K |
| Dec 11, 2015 | Dec 14, 2015 | PEEBLES DOUGLAS J | Portfolio Manager | Buy | 95.0 | +20,000 | 100.00% | ✗ | $212.3K |
| Dec 9, 2015 | Dec 9, 2015 | DeNoon Paul J. | President | Buy | 95.0 | +10,000 | 66.67% | ✗ | $109.8K |
| Sep 9, 2015 | Sep 10, 2015 | DeNoon Paul J. | President | Buy | 95.0 | +10,000 | 200.00% | ✗ | $114K |
| Aug 24, 2015 | Aug 26, 2015 | DeNoon Paul J. | President | Buy | 95.0 | +5,000 | 100.00% | ✗ | $54.4K |
| Aug 24, 2015 | Aug 26, 2015 | PEEBLES DOUGLAS J | Portfolio Manager | Buy | 95.0 | +20,000 | 100.00% | ✗ | $220.8K |
| Feb 13, 2015 | Messer Heidi S | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 19, 2014 | Thimann Christian | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 9, 2013 | WEINREICH JOSHUA | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 9, 2013 | SCHOEN SCOTT A | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| May 22, 2012 | Weisenseel John C | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Apr 20, 2012 | McMahon Andrew J | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 27, 2011 | van Brugge Robert P | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 10, 2011 | Pearson Mark | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 7, 2011 | Molloy Kevin | Director | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 7, 2011 | ELLIOTT STEVEN G | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 1, 2010 | Woetzel Stephen | Controller of the Fund | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Oct 1, 2010 | Santamaria Marco | President | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 10, 2010 | Mantineo Joseph J | CFO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Sep 10, 2010 | DeNoon Paul J. | VP of fund's adviser | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Mar 30, 2010 | HOWARD JOHN B | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Feb 12, 2010 | Feb 17, 2010 | GUZY D JAMES SR | Director | Buy | 91.3 | +2,100 | 100.00% | ✗ | $27.1K |
| Feb 13, 2009 | Massad Lori A | EVP and CTO of fund's adviser | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jan 27, 2009 | Taggart Richard G | EVP of the Fund's adviser | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Dec 29, 2008 | Kraus Peter S | CEO | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Aug 1, 2008 | Lane Nick | Other | Neutral | 52.5 | - | 0.00% | ✗ | - | |
| Jun 19, 2008 | Keith Robert M | Other | Neutral | 52.5 | - | 0.00% | ✗ | - |