Insider Trading for FUND
View recent insider trading activity including purchases, sales, and awards. Insider trading can provide insights into how executives view their company's prospects.
Insider Trading Summary
Shares Acquired
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Shares Disposed
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Net Position
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Recent Activity (30 Days)
Acquisitions: 88.1K shares
Dispositions: 0 shares
Net: 88.1K shares
Insiders have been net buyers recently, potentially signaling confidence in the company's short-term prospects.
Quarterly Activity (3 Months)
Acquisitions: 88.1K shares
Dispositions: 0 shares
Net: 88.1K shares
Insiders have been net buyers over the quarter, suggesting potential confidence in medium-term business fundamentals.
Key Insider Activity: Dec 8, 2021 to Jun 29, 2026
GEORGE W WHITNEY
DirectorDirector, 10 Percent Owner, Other: Senior Portfolio Manager
+943.9K shares
98 transactions
Ulrich Thomas W
ExecutiveOfficer: See Remarks
-226.83999999999992 shares
2 transactions
Transaction Details
| Date | Insider | Role | Transaction | Shares | Price | Value | Owned After | SEC Filing |
|---|---|---|---|---|---|---|---|---|
| Jun 29, 2026 | GEORGE W WHITNEY | DDirector, 10 Percent Owner, Other: Senior Portfolio Manager | Purchase | 16.4K | $9.63 | $157,874.22 | 8.1M | View |
| Jun 29, 2026 | GEORGE W WHITNEY | DDirector, 10 Percent Owner, Other: Senior Portfolio Manager | Purchase | 1.1K | $9.63 | $10,747.08 | 3.3M | View |
| Jun 29, 2026 | GEORGE W WHITNEY | DDirector, 10 Percent Owner, Other: Senior Portfolio Manager | Purchase | 38.9K | $9.63 | $374,231.43 | 2.7M | View |
Jun 29, 2026 | Locked | — | — | — | — | — | — | — |
Jun 29, 2026 | Locked | — | — | — | — | — | — | — |
Jun 29, 2026 | Locked | — | — | — | — | — | — | — |
Jun 29, 2026 | Locked | — | — | — | — | — | — | — |
Mar 27, 2026 | Locked | — | — | — | — | — | — | — |
Mar 27, 2026 | Locked | — | — | — | — | — | — | — |
Mar 27, 2026 | Locked | — | — | — | — | — | — | — |
Mar 27, 2026 | Locked | — | — | — | — | — | — | — |
Mar 27, 2026 | Locked | — | — | — | — | — | — | — |
Mar 27, 2026 | Locked | — | — | — | — | — | — | — |
Mar 27, 2026 | Locked | — | — | — | — | — | — | — |
Jan 6, 2026 | Locked | — | — | — | — | — | — | — |
Jan 6, 2026 | Locked | — | — | — | — | — | — | — |
Jan 2, 2026 | Locked | — | — | — | — | — | — | — |
Jan 2, 2026 | Locked | — | — | — | — | — | — | — |
Dec 29, 2025 | Locked | — | — | — | — | — | — | — |
Dec 29, 2025 | Locked | — | — | — | — | — | — | — |
Dec 29, 2025 | Locked | — | — | — | — | — | — | — |
Dec 29, 2025 | Locked | — | — | — | — | — | — | — |
Dec 29, 2025 | Locked | — | — | — | — | — | — | — |
Dec 29, 2025 | Locked | — | — | — | — | — | — | — |
Dec 29, 2025 | Locked | — | — | — | — | — | — | — |
Dec 10, 2025 | Locked | — | — | — | — | — | — | — |
Oct 15, 2025 | Locked | — | — | — | — | — | — | — |
Sep 29, 2025 | Locked | — | — | — | — | — | — | — |
Sep 29, 2025 | Locked | — | — | — | — | — | — | — |
Sep 29, 2025 | Locked | — | — | — | — | — | — | — |
Sep 29, 2025 | Locked | — | — | — | — | — | — | — |
Sep 29, 2025 | Locked | — | — | — | — | — | — | — |
Sep 29, 2025 | Locked | — | — | — | — | — | — | — |
Sep 29, 2025 | Locked | — | — | — | — | — | — | — |
Aug 28, 2025 | Locked | — | — | — | — | — | — | — |
Jun 30, 2025 | Locked | — | — | — | — | — | — | — |
Jun 30, 2025 | Locked | — | — | — | — | — | — | — |
Jun 30, 2025 | Locked | — | — | — | — | — | — | — |
Jun 30, 2025 | Locked | — | — | — | — | — | — | — |
Jun 30, 2025 | Locked | — | — | — | — | — | — | — |
Jun 30, 2025 | Locked | — | — | — | — | — | — | — |
Jun 30, 2025 | Locked | — | — | — | — | — | — | — |
Jun 3, 2025 | Locked | — | — | — | — | — | — | — |
Jun 3, 2025 | Locked | — | — | — | — | — | — | — |
Jun 3, 2025 | Locked | — | — | — | — | — | — | — |
Jun 3, 2025 | Locked | — | — | — | — | — | — | — |
Jun 3, 2025 | Locked | — | — | — | — | — | — | — |
Jun 3, 2025 | Locked | — | — | — | — | — | — | — |
Mar 28, 2025 | Locked | — | — | — | — | — | — | — |
Mar 28, 2025 | Locked | — | — | — | — | — | — | — |
Mar 28, 2025 | Locked | — | — | — | — | — | — | — |
Mar 28, 2025 | Locked | — | — | — | — | — | — | — |
Mar 28, 2025 | Locked | — | — | — | — | — | — | — |
Mar 28, 2025 | Locked | — | — | — | — | — | — | — |
Mar 28, 2025 | Locked | — | — | — | — | — | — | — |
Jan 7, 2025 | Locked | — | — | — | — | — | — | — |
Jan 6, 2025 | Locked | — | — | — | — | — | — | — |
Jan 6, 2025 | Locked | — | — | — | — | — | — | — |
Dec 30, 2024 | Locked | — | — | — | — | — | — | — |
Dec 30, 2024 | Locked | — | — | — | — | — | — | — |
Dec 30, 2024 | Locked | — | — | — | — | — | — | — |
Dec 30, 2024 | Locked | — | — | — | — | — | — | — |
Dec 30, 2024 | Locked | — | — | — | — | — | — | — |
Dec 30, 2024 | Locked | — | — | — | — | — | — | — |
Dec 30, 2024 | Locked | — | — | — | — | — | — | — |
Dec 17, 2024 | Locked | — | — | — | — | — | — | — |
Dec 16, 2024 | Locked | — | — | — | — | — | — | — |
Sep 16, 2024 | Locked | — | — | — | — | — | — | — |
Jun 28, 2024 | Locked | — | — | — | — | — | — | — |
Jan 4, 2024 | Locked | — | — | — | — | — | — | — |
Jan 4, 2024 | Locked | — | — | — | — | — | — | — |
Jan 4, 2024 | Locked | — | — | — | — | — | — | — |
Dec 13, 2023 | Locked | — | — | — | — | — | — | — |
Aug 17, 2023 | Locked | — | — | — | — | — | — | — |
Aug 16, 2023 | Locked | — | — | — | — | — | — | — |
Aug 10, 2023 | Locked | — | — | — | — | — | — | — |
Aug 10, 2023 | Locked | — | — | — | — | — | — | — |
Jan 3, 2023 | Locked | — | — | — | — | — | — | — |
Jan 3, 2023 | Locked | — | — | — | — | — | — | — |
Jan 3, 2023 | Locked | — | — | — | — | — | — | — |
Dec 6, 2022 | Locked | — | — | — | — | — | — | — |
Dec 6, 2022 | Locked | — | — | — | — | — | — | — |
Oct 18, 2022 | Locked | — | — | — | — | — | — | — |
Oct 17, 2022 | Locked | — | — | — | — | — | — | — |
Oct 6, 2022 | Locked | — | — | — | — | — | — | — |
Oct 5, 2022 | Locked | — | — | — | — | — | — | — |
Oct 4, 2022 | Locked | — | — | — | — | — | — | — |
Jul 21, 2022 | Locked | — | — | — | — | — | — | — |
Jun 23, 2022 | Locked | — | — | — | — | — | — | — |
May 19, 2022 | Locked | — | — | — | — | — | — | — |
May 16, 2022 | Locked | — | — | — | — | — | — | — |
May 16, 2022 | Locked | — | — | — | — | — | — | — |
May 12, 2022 | Locked | — | — | — | — | — | — | — |
May 12, 2022 | Locked | — | — | — | — | — | — | — |
May 4, 2022 | Locked | — | — | — | — | — | — | — |
Jan 24, 2022 | Locked | — | — | — | — | — | — | — |
Jan 3, 2022 | Locked | — | — | — | — | — | — | — |
Jan 3, 2022 | Locked | — | — | — | — | — | — | — |
Dec 8, 2021 | Locked | — | — | — | — | — | — | — |
Dec 8, 2021 | Locked | — | — | — | — | — | — | — |
Click "View" in the SEC Filing column to access the detailed SEC form submission for each transaction.
Executive Activity:
Executives have been net sellers of FUND stock, though this may be part of planned diversification.