Last 12 months
Inside the activity.
9 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 1 | 0 |
| Dec 2025 | 1 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 3 | 0 |
| Apr 2026 | 1 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 3 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 10, 2019 Filed Jul 10, 2019 16:46 UTC |
Minerd B. ScottChief Inv. Officer of Adviser
|
SaleCommon Stock | 2,000 | $21.09 | $42,182.80 |
DisclosureSEC source: 0001179110-19-008564 · edgar.xml · nonDerivative · entry 1 Minerd B. Scott · CIK 0001406241 · Chief Inv. Officer of Adviser 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 07, 2019 Filed May 8, 2019 17:12 UTC |
FRIEDRICH ROMAN IIIDirector · Trustee
|
PurchaseCommon Stock | 1,090 | $20.17 | $21,979.85 |
DisclosureSEC source: 0001179110-19-005730 · edgar.xml · nonDerivative · entry 1 FRIEDRICH ROMAN III · CIK 0001277343 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,075.44 Read SEC document |
| March 19, 2019 Filed Mar 19, 2019 14:21 UTC |
FRIEDRICH ROMAN IIIDirector · Trustee
|
PurchaseCommon Stock | 158 | $19.65 | $3,103.91 |
DisclosureSEC source: 0001179110-19-004030 · edgar.xml · nonDerivative · entry 1 FRIEDRICH ROMAN III · CIK 0001277343 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,916 Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 13:45 UTC |
Barnes Randall CDirector · Trustee
|
PurchaseCommon Stock | 2,575 | $18.95 | $48,796.25 |
DisclosureSEC source: 0001179110-19-000874 · edgar.xml · nonDerivative · entry 2 Barnes Randall C · CIK 0001298064 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Indirect · Mother's Roth IRA (Laverne Barnes) (formerly father's IRA prior to his death) Disclosed balance after: 30,894.027 Read SEC document |
| January 22, 2019 Filed Jan 23, 2019 13:45 UTC |
Barnes Randall CDirector · Trustee
|
PurchaseCommon Stock | 2,700 | $19.00 | $51,300.00 |
DisclosureSEC source: 0001179110-19-000874 · edgar.xml · nonDerivative · entry 1 Barnes Randall C · CIK 0001298064 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,388.365 Read SEC document |
| January 03, 2019 Filed Jan 3, 2019 11:29 UTC |
TOUPIN RONALD E JRDirector · Trustee
|
PurchaseCommon Stock | 150 | $18.67 | $2,800.50 |
DisclosureSEC source: 0001179110-19-000100 · edgar.xml · nonDerivative · entry 1 TOUPIN RONALD E JR · CIK 0001254593 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,211.993 Read SEC document |
| December 26, 2018 Filed Dec 27, 2018 16:59 UTC |
Barnes Randall CDirector · Trustee
|
PurchaseCommon Stock | 725 | $17.43 | $12,636.75 |
DisclosureSEC source: 0001179110-18-014286 · edgar.xml · nonDerivative · entry 1 Barnes Randall C · CIK 0001298064 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,276.517 Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 14:43 UTC |
Oliverius Maynard F.Director · Trustee
|
PurchaseCommon Stock | 400 | $17.30 | $6,920.00 |
DisclosureSEC source: 0001179110-18-014219 · edgar.xml · nonDerivative · entry 2 Oliverius Maynard F. · CIK 0001605274 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,650 Read SEC document |
| December 20, 2018 Filed Dec 21, 2018 14:43 UTC |
Oliverius Maynard F.Director · Trustee
|
PurchaseCommon Stock | 100 | $17.30 | $1,729.90 |
DisclosureSEC source: 0001179110-18-014219 · edgar.xml · nonDerivative · entry 1 Oliverius Maynard F. · CIK 0001605274 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,250 Read SEC document |
| December 18, 2018 Filed Dec 18, 2018 16:10 UTC |
Oliverius Maynard F.Director · Trustee
|
PurchaseCommon Stock | 1,000 | $17.92 | $17,919.60 |
DisclosureSEC source: 0001179110-18-014014 · edgar.xml · nonDerivative · entry 1 Oliverius Maynard F. · CIK 0001605274 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,150 Read SEC document |
| December 14, 2018 Filed Dec 17, 2018 14:55 UTC |
Oliverius Maynard F.Director · Trustee
|
PurchaseCommon Stock | 1,000 | $18.57 | $18,569.00 |
DisclosureSEC source: 0001179110-18-013908 · edgar.xml · nonDerivative · entry 1 Oliverius Maynard F. · CIK 0001605274 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,150 Read SEC document |
| October 31, 2018 Filed Oct 31, 2018 17:34 UTC |
Oliverius Maynard F.Director · Trustee
|
PurchaseCommon Stock | 700 | $19.14 | $13,398.00 |
DisclosureSEC source: 0001179110-18-012407 · edgar.xml · nonDerivative · entry 2 Oliverius Maynard F. · CIK 0001605274 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,150 Read SEC document |
| October 31, 2018 Filed Oct 31, 2018 17:34 UTC |
Oliverius Maynard F.Director · Trustee
|
PurchaseCommon Stock | 300 | $19.17 | $5,751.00 |
DisclosureSEC source: 0001179110-18-012407 · edgar.xml · nonDerivative · entry 1 Oliverius Maynard F. · CIK 0001605274 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,450 Read SEC document |
| October 08, 2018 Filed Oct 9, 2018 11:19 UTC |
TOUPIN RONALD E JRDirector · Trustee
|
PurchaseCommon Stock | 100 | $20.10 | $2,010.00 |
DisclosureSEC source: 0001179110-18-012082 · edgar.xml · nonDerivative · entry 1 TOUPIN RONALD E JR · CIK 0001254593 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,022.688 Read SEC document |
| September 26, 2018 Filed Sep 26, 2018 14:36 UTC |
Barnes Randall CDirector · Trustee
|
PurchaseCommon Stock | 3,950 | $20.55 | $81,172.50 |
DisclosureSEC source: 0001179110-18-011665 · edgar.xml · nonDerivative · entry 1 Barnes Randall C · CIK 0001298064 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Indirect · Mother's Roth IRA (formerly father's IRA prior to his death) Disclosed balance after: 27,286.643 Read SEC document |
| September 06, 2018 Filed Sep 6, 2018 13:12 UTC |
FRIEDRICH ROMAN IIIDirector · Trustee
|
PurchaseCommon Stock | 150 | $22.19 | $3,328.50 |
DisclosureSEC source: 0001179110-18-011134 · edgar.xml · nonDerivative · entry 1 FRIEDRICH ROMAN III · CIK 0001277343 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,558 Read SEC document |
| August 16, 2018 Filed Aug 17, 2018 13:48 UTC |
Bloch Adamportfolio manager
|
SaleCommon Stock | 320 | $21.89 | $7,004.90 |
DisclosureSEC source: 0001179110-18-010652 · edgar.xml · nonDerivative · entry 1 Bloch Adam · CIK 0001604717 · portfolio manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| July 17, 2018 Filed Jul 17, 2018 14:08 UTC |
Barnes Randall CDirector · Trustee
|
PurchaseCommon Stock | 5,100 | $21.11 | $107,661.00 |
DisclosureSEC source: 0001179110-18-009730 · edgar.xml · nonDerivative · entry 1 Barnes Randall C · CIK 0001298064 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,780.902 Read SEC document |
| July 17, 2018 Filed Jul 24, 2018 15:10 UTC |
FRIEDRICH ROMAN IIIDirector · Trustee
|
PurchaseCommon Stock | 850 | $21.35 | $18,147.50 |
DisclosureSEC source: 0001179110-18-009880 · edgar.xml · nonDerivative · entry 1 FRIEDRICH ROMAN III · CIK 0001277343 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,361 Read SEC document |
| June 18, 2018 Filed Jun 18, 2018 11:53 UTC |
Barnes Randall CDirector · Trustee
|
PurchaseCommon Stock | 790 | $21.47 | $16,961.30 |
DisclosureSEC source: 0001179110-18-008675 · edgar.xml · nonDerivative · entry 1 Barnes Randall C · CIK 0001298064 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,396.126 Read SEC document |
| March 29, 2018 Filed Mar 29, 2018 13:10 UTC |
FRIEDRICH ROMAN IIIDirector · Trustee
|
PurchaseCommon Stock | 740 | $20.20 | $14,948.00 |
DisclosureSEC source: 0001179110-18-004906 · edgar.xml · nonDerivative · entry 1 FRIEDRICH ROMAN III · CIK 0001277343 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,434 Read SEC document |
| February 06, 2018 Filed Feb 7, 2018 11:29 UTC |
Barnes Randall CDirector · Trustee
|
PurchaseCommon Stock | 2,770 | $19.71 | $54,596.70 |
DisclosureSEC source: 0001179110-18-001682 · edgar.xml · nonDerivative · entry 1 Barnes Randall C · CIK 0001298064 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,426.609 Read SEC document |
| February 05, 2018 Filed Feb 5, 2018 13:21 UTC |
Barnes Randall CDirector · Trustee
|
PurchaseCommon Stock | 2,600 | $20.23 | $52,585.00 |
DisclosureSEC source: 0001179110-18-001456 · edgar.xml · nonDerivative · entry 1 Barnes Randall C · CIK 0001298064 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,418.675 Read SEC document |
| January 30, 2018 Filed Jan 30, 2018 10:40 UTC |
Barnes Randall CDirector · Trustee
|
PurchaseCommon Stock | 2,997 | $20.82 | $62,397.54 |
DisclosureSEC source: 0001179110-18-001192 · edgar.xml · nonDerivative · entry 1 Barnes Randall C · CIK 0001298064 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Indirect · Mother's Roth IRA (Laverne Barnes) Disclosed balance after: 21,739.254 Read SEC document |
| January 30, 2018 Filed Jan 30, 2018 20:29 UTC |
Bloch Adamportfolio manager
|
PurchaseCommon Stock | 320 | $20.86 | $6,675.20 |
DisclosureSEC source: 0001179110-18-001217 · edgar.xml · nonDerivative · entry 1 Bloch Adam · CIK 0001604717 · portfolio manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 320 Read SEC document |
| December 28, 2017 Filed Dec 29, 2017 11:31 UTC |
Minerd B. ScottChief Investment Officer
|
SaleCommon Stock | 32,143 | $21.65 | $695,895.95 |
DisclosureSEC source: 0001179110-17-015928 · edgar.xml · nonDerivative · entry 1 Minerd B. Scott · CIK 0001406241 · Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 F1 · shares: Mr. Minerd disposed of 32,143 shares through donation of those shares. Read SEC document |
| November 28, 2017 Filed Dec 5, 2017 17:20 UTC |
FRIEDRICH ROMAN IIIDirector · Trustee
|
PurchaseCommon Stock | 135 | $21.64 | $2,921.06 |
DisclosureSEC source: 0001179110-17-014946 · edgar.xml · nonDerivative · entry 1 FRIEDRICH ROMAN III · CIK 0001277343 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,640 Read SEC document |
| July 20, 2017 Filed Jul 21, 2017 15:20 UTC |
FRIEDRICH ROMAN IIIDirector · Trustee
|
PurchaseCommon Stock | 500 | $21.07 | $10,534.60 |
DisclosureSEC source: 0001179110-17-010571 · edgar.xml · nonDerivative · entry 1 FRIEDRICH ROMAN III · CIK 0001277343 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,461 Read SEC document |
| June 29, 2017 Filed Jun 29, 2017 14:18 UTC |
TOUPIN RONALD E JRDirector · Trustee
|
PurchaseCommon Stock | 150 | $21.03 | $3,154.61 |
DisclosureSEC source: 0001179110-17-009761 · edgar.xml · nonDerivative · entry 1 TOUPIN RONALD E JR · CIK 0001254593 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666.321 Read SEC document |
| April 20, 2017 Filed Apr 21, 2017 12:52 UTC |
TOUPIN RONALD E JRDirector · Trustee
|
PurchaseCommon Stock | 290 | $20.59 | $5,971.10 |
DisclosureSEC source: 0001179110-17-006136 · edgar.xml · nonDerivative · entry 1 TOUPIN RONALD E JR · CIK 0001254593 · Director · Trustee 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,419.565 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.