| Date | Name | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Mon, 12 Oct 2026 | Bortz Robert Edward III | officer: President | P-Purchase | 418 | $4.98K |
| Fri, 25 Sep 2026 | Parks Kevin | other | P-Purchase | 1,000 | $11.9K |
| Mon, 14 Sep 2026 | Parks Kevin | other | P-Purchase | 1,000 | $12.53K |
| Wed, 8 Jul 2026 | MetLife Investment Management, LLC | 10 percent owner | P-Purchase | 40,000,000 | $1,600T |
| Fri, 20 Feb 2026 | Cohen Ira P | director | P-Purchase | 379 | $4.99K |
| Fri, 12 Dec 2025 | Fierman Michael | other | P-Purchase | 9 | $117.81 |
| Thu, 20 Nov 2025 | Prabhu Sreeniwas |
| other |
| P-Purchase |
| 9,203 |
| $118.53K |
| Fri, 7 Nov 2025 | Fierman Michael | other | P-Purchase | 15,898 | $209.85K |
| Thu, 6 Nov 2025 | Fierman Michael | other | P-Purchase | 313 | $4.12K |
| Holder | Shares | % out | Change |
|---|---|---|---|
| Karpus Management, Inc. | 4,654,677 | 18.6% | −43,169 |
| WELLS FARGO & COMPANY/MN | 1,290,468 | 5.2% | +20,727 |
| Atlas Wealth LLC | 1,100,004 | 4.4% | — |
| UBS Group AG | 707,959 | 2.8% | −32,635 |
| MORGAN STANLEY | 627,001 | 2.5% | +4,105 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445 | 1.9% | +0 |
| ROYAL BANK OF CANADA | 417,457 | 1.7% | +9,187 |
| STIFEL FINANCIAL CORP | 383,477 | 1.5% | +11,981 |
| Advisors Asset Management, Inc. | 351,208 | 1.4% | −2,454 |
| ENVESTNET ASSET MANAGEMENT INC | 300,777 | 1.2% | +61,374 |
| RIVERBRIDGE PARTNERS LLC | 235,363 | 0.9% | +1,886 |
| Noble Wealth Management PBC | 231,615 | 0.9% | −3,855 |
| Thomas J. Herzfeld Advisors, Inc. | 222,390 | 0.9% | +28,960 |
| FIRST TRUST ADVISORS LP | 203,462 |
| 0.8% |
| +385 |
| LPL Financial LLC | 180,224 | 0.7% | +2,579 |
