United States Residential & Commercial REITs

Mackenzie Realty Capital Inc (MKZR)

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Mackenzie Realty Capital Inc. experienced significant insider buying activity over the past ninety days, totaling 422,838 dollars in acquisitions. Three key executives, including the CEO, Treasurer, and General Counsel, consistently purchased shares despite a recent 18.8 percent decline in stock performance. No sales were reported during this period, occurring amidst low valuation levels.
Ticker: MKZR Exchange: NAS
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• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
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Insider trades have triggered activity signals for Mackenzie Realty Capital Inc. Upgrade to see score, net flow, insiders and the full signal context.

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Top insiders
Trades
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
217.09
Quantity 82,105 -14.7%
Value US$617,133
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
289.97
Quantity 37,311 -41.8%
Value US$4,115,095
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
32.67
Quantity 55,840 -9.8%
Value US$1,387,042
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
1.59
Quantity 10,000 +15.0%
Value US$15,900
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
1.59
Quantity 10,000 +15.0%
Value US$15,900
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
1.59
Quantity 10,000 +15.0%
Value US$15,900
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
1.20
Quantity 30,000 +82.0%
Value US$36,000
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
1.20
Quantity 30,000 +82.0%
Value US$36,000
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
1.20
Quantity 30,000 +82.0%
Value US$36,000
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
1.41
Quantity 36,600 +inf%
Value US$51,606
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
1.41
Quantity 36,600 +inf%
Value US$51,606
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
1.41
Quantity 36,600 +inf%
Value US$51,606
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
3.50
Quantity 10,000 +22.6%
Value US$34,972
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
3.64
Quantity 5,000 +12.7%
Value US$18,200
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
4.05
Quantity 3,000 +8.3%
Value US$12,150
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
4.05
Quantity 2,084 +6.1%
Value US$8,440
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
4.00
Quantity 1,862 +5.8%
Value US$7,448
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
5.10
Quantity 1,000 +1.2%
Value US$5,100
2.6
Sherpa Angche Chief Financial Officer Officer
Transaction date
Purchase
Price
5.10
Quantity 1,000 +1.2%
Value US$5,100
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
5.10
Quantity 1,000 +1.2%
Value US$5,100
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
5.10
Quantity 1,000 +1.2%
Value US$5,100
2.6
Bluth Jeri Ruth Chief Compliance Officer Officer
Transaction date
Purchase
Price
5.10
Quantity 1,000 +1.2%
Value US$5,100
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
5.09
Quantity 2,000 +2.4%
Value US$10,180
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
5.00
Quantity 4,000 +5.0%
Value US$20,000
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
5.05
Quantity 4,000 +5.3%
Value US$20,200
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
5.10
Quantity 4,000 +5.6%
Value US$20,400
2.6
Sherpa Angche Chief Financial Officer Officer
Transaction date
Purchase
Price
5.09
Quantity 2,000 +2.4%
Value US$10,180
2.6
Sherpa Angche Chief Financial Officer Officer
Transaction date
Purchase
Price
5.00
Quantity 4,000 +5.0%
Value US$20,000
2.6
Sherpa Angche Chief Financial Officer Officer
Transaction date
Purchase
Price
5.05
Quantity 4,000 +5.3%
Value US$20,200
2.6
Sherpa Angche Chief Financial Officer Officer
Transaction date
Purchase
Price
5.10
Quantity 4,000 +5.6%
Value US$20,400
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
5.09
Quantity 2,000 +2.4%
Value US$10,180
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
5.00
Quantity 4,000 +5.0%
Value US$20,000
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
5.05
Quantity 4,000 +5.3%
Value US$20,200
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
5.10
Quantity 4,000 +5.6%
Value US$20,400
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
5.09
Quantity 2,000 +2.4%
Value US$10,180
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
5.00
Quantity 4,000 +5.0%
Value US$20,000
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
5.05
Quantity 4,000 +5.3%
Value US$20,200
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
5.10
Quantity 4,000 +5.6%
Value US$20,400
2.6
Bluth Jeri Ruth Chief Compliance Officer Officer
Transaction date
Purchase
Price
5.09
Quantity 2,000 +2.4%
Value US$10,180
2.6
Bluth Jeri Ruth Chief Compliance Officer Officer
Transaction date
Purchase
Price
5.00
Quantity 4,000 +5.0%
Value US$20,000
2.6
Bluth Jeri Ruth Chief Compliance Officer Officer
Transaction date
Purchase
Price
5.05
Quantity 4,000 +5.3%
Value US$20,200
2.6
Bluth Jeri Ruth Chief Compliance Officer Officer
Transaction date
Purchase
Price
5.10
Quantity 4,000 +5.6%
Value US$20,400
2.8
Simpson Christine Elizabeth Chief Portfolio Manager Officer
Transaction date
Purchase
Price
5.10
Quantity 15,146 +27.2%
Value US$77,245
2.6
Sherpa Angche Chief Financial Officer Officer
Transaction date
Purchase
Price
5.10
Quantity 15,146 +27.2%
Value US$77,245
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
5.10
Quantity 15,146 +27.2%
Value US$77,245
2.6
Bluth Jeri Ruth Chief Compliance Officer Officer
Transaction date
Purchase
Price
5.10
Quantity 15,146 +27.2%
Value US$77,245
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
5.10
Quantity 15,146 +27.2%
Value US$77,245
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
5.10
Quantity 15,146 +27.2%
Value US$77,245
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
5.10
Quantity 9,000 +2.9%
Value US$45,900
2.6
Sherpa Angche Chief Financial Officer Officer
Transaction date
Purchase
Price
4.84
Quantity 20,012 +56.0%
Value US$96,858
2.8
Simpson Christine Elizabeth Chief Portfolio Manager Officer
Transaction date
Purchase
Price
4.84
Quantity 20,012 +56.0%
Value US$96,858
2.6
Bluth Jeri Ruth Chief Compliance Officer Officer
Transaction date
Purchase
Price
4.84
Quantity 20,012 +56.0%
Value US$96,858
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
4.84
Quantity 20,012 +56.0%
Value US$96,858
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
4.84
Quantity 20,012 +56.0%
Value US$96,858
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
4.84
Quantity 20,012 +56.0%
Value US$96,858
2.8
Simpson Christine Elizabeth Chief Portfolio Manager Officer
Transaction date
Purchase
Price
4.92
Quantity 1,000 +2.9%
Value US$4,920
2.8
Simpson Christine Elizabeth Chief Portfolio Manager Officer
Transaction date
Purchase
Price
4.91
Quantity 1,000 +3.0%
Value US$4,910
2.6
Sherpa Angche Chief Financial Officer Officer
Transaction date
Purchase
Price
4.92
Quantity 1,000 +2.9%
Value US$4,920
2.6
Sherpa Angche Chief Financial Officer Officer
Transaction date
Purchase
Price
4.91
Quantity 1,000 +3.0%
Value US$4,910
2.6
Bluth Jeri Ruth Chief Compliance Officer Officer
Transaction date
Purchase
Price
4.92
Quantity 1,000 +2.9%
Value US$4,920
2.6
Bluth Jeri Ruth Chief Compliance Officer Officer
Transaction date
Purchase
Price
4.91
Quantity 1,000 +3.0%
Value US$4,910
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
4.92
Quantity 1,000 +2.9%
Value US$4,920
2.6
PATTERSON CHARLES E. II General Counsel/Secretary Executive Director
Transaction date
Purchase
Price
4.91
Quantity 1,000 +3.0%
Value US$4,910
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
4.92
Quantity 1,000 +2.9%
Value US$4,920
2.6
FULLER GLEN W Treasurer Officer
Transaction date
Purchase
Price
4.91
Quantity 1,000 +3.0%
Value US$4,910
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
4.92
Quantity 1,000 +2.9%
Value US$4,920
2.4
DIXON ROBERT E CEO/President Officer
Transaction date
Purchase
Price
4.91
Quantity 1,000 +3.0%
Value US$4,910
2.8
Simpson Christine Elizabeth Chief Portfolio Manager Officer
Transaction date
Purchase
Price
4.90
Quantity 1,000 +3.1%
Value US$4,901
2.6
Sherpa Angche Chief Financial Officer Officer
Transaction date
Purchase
Price
4.94
Quantity 198 +0.6%
Value US$977
Notification date Transaction date B/S Transaction type Insider and/or position Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-10 2026-08-10 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
82,105 -14.7%
217.09
US$617,133 		82,105 -14.7% 217.09 US$617,133
2026-08-10 2026-08-10 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
37,311 -41.8%
289.97
US$4,115,095 		37,311 -41.8% 289.97 US$4,115,095
2026-08-10 2026-08-10 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
55,840 -9.8%
32.67
US$1,387,042 		55,840 -9.8% 32.67 US$1,387,042
2026-08-10 2026-08-07 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
10,000 +15.0%
1.59
US$15,900 		10,000 +15.0% 1.59 US$15,900
2026-08-10 2026-08-07 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
10,000 +15.0%
1.59
US$15,900 		10,000 +15.0% 1.59 US$15,900
2026-08-10 2026-08-07 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
10,000 +15.0%
1.59
US$15,900 		10,000 +15.0% 1.59 US$15,900
2026-08-04 2026-08-03 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
30,000 +82.0%
1.20
US$36,000 		30,000 +82.0% 1.20 US$36,000
2026-08-04 2026-08-03 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
30,000 +82.0%
1.20
US$36,000 		30,000 +82.0% 1.20 US$36,000
2026-08-04 2026-08-03 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
30,000 +82.0%
1.20
US$36,000 		30,000 +82.0% 1.20 US$36,000
2026-08-04 2026-07-31 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
36,600 +inf%
1.41
US$51,606 		36,600 +inf% 1.41 US$51,606
2026-08-04 2026-07-31 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
36,600 +inf%
1.41
US$51,606 		36,600 +inf% 1.41 US$51,606
2026-08-04 2026-07-31 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
36,600 +inf%
1.41
US$51,606 		36,600 +inf% 1.41 US$51,606
2026-04-07 2026-04-06 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
10,000 +22.6%
3.50
US$34,972 		10,000 +22.6% 3.50 US$34,972
2026-02-25 2026-02-24 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
5,000 +12.7%
3.64
US$18,200 		5,000 +12.7% 3.64 US$18,200
2025-11-28 2025-11-26 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
3,000 +8.3%
4.05
US$12,150 		3,000 +8.3% 4.05 US$12,150
2025-11-25 2025-11-24 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
2,084 +6.1%
4.05
US$8,440 		2,084 +6.1% 4.05 US$8,440
2025-11-25 2025-11-21 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
1,862 +5.8%
4.00
US$7,448 		1,862 +5.8% 4.00 US$7,448
2025-10-06 2025-10-03 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
1,000 +1.2%
5.10
US$5,100 		1,000 +1.2% 5.10 US$5,100
2025-10-06 2025-10-03 B Purchase
2.6
Sherpa Angche

Chief Financial Officer

Officer
1,000 +1.2%
5.10
US$5,100 		1,000 +1.2% 5.10 US$5,100
2025-10-06 2025-10-03 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
1,000 +1.2%
5.10
US$5,100 		1,000 +1.2% 5.10 US$5,100
2025-10-06 2025-10-03 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
1,000 +1.2%
5.10
US$5,100 		1,000 +1.2% 5.10 US$5,100
2025-10-06 2025-10-03 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
1,000 +1.2%
5.10
US$5,100 		1,000 +1.2% 5.10 US$5,100
2025-10-06 2025-10-03 B Purchase
2.6
Bluth Jeri Ruth

Chief Compliance Officer

Officer
1,000 +1.2%
5.10
US$5,100 		1,000 +1.2% 5.10 US$5,100
2025-10-06 2025-10-02 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
2,000 +2.4%
5.09
US$10,180 		2,000 +2.4% 5.09 US$10,180
2025-10-06 2025-10-02 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
4,000 +5.0%
5.00
US$20,000 		4,000 +5.0% 5.00 US$20,000
2025-10-06 2025-10-02 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
4,000 +5.3%
5.05
US$20,200 		4,000 +5.3% 5.05 US$20,200
2025-10-06 2025-10-02 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
4,000 +5.6%
5.10
US$20,400 		4,000 +5.6% 5.10 US$20,400
2025-10-06 2025-10-02 B Purchase
2.6
Sherpa Angche

Chief Financial Officer

Officer
2,000 +2.4%
5.09
US$10,180 		2,000 +2.4% 5.09 US$10,180
2025-10-06 2025-10-02 B Purchase
2.6
Sherpa Angche

Chief Financial Officer

Officer
4,000 +5.0%
5.00
US$20,000 		4,000 +5.0% 5.00 US$20,000
2025-10-06 2025-10-02 B Purchase
2.6
Sherpa Angche

Chief Financial Officer

Officer
4,000 +5.3%
5.05
US$20,200 		4,000 +5.3% 5.05 US$20,200
2025-10-06 2025-10-02 B Purchase
2.6
Sherpa Angche

Chief Financial Officer

Officer
4,000 +5.6%
5.10
US$20,400 		4,000 +5.6% 5.10 US$20,400
2025-10-06 2025-10-02 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
2,000 +2.4%
5.09
US$10,180 		2,000 +2.4% 5.09 US$10,180
2025-10-06 2025-10-02 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
4,000 +5.0%
5.00
US$20,000 		4,000 +5.0% 5.00 US$20,000
2025-10-06 2025-10-02 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
4,000 +5.3%
5.05
US$20,200 		4,000 +5.3% 5.05 US$20,200
2025-10-06 2025-10-02 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
4,000 +5.6%
5.10
US$20,400 		4,000 +5.6% 5.10 US$20,400
2025-10-06 2025-10-02 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
2,000 +2.4%
5.09
US$10,180 		2,000 +2.4% 5.09 US$10,180
2025-10-06 2025-10-02 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
4,000 +5.0%
5.00
US$20,000 		4,000 +5.0% 5.00 US$20,000
2025-10-06 2025-10-02 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
4,000 +5.3%
5.05
US$20,200 		4,000 +5.3% 5.05 US$20,200
2025-10-06 2025-10-02 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
4,000 +5.6%
5.10
US$20,400 		4,000 +5.6% 5.10 US$20,400
2025-10-06 2025-10-02 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
2,000 +2.4%
5.09
US$10,180 		2,000 +2.4% 5.09 US$10,180
2025-10-06 2025-10-02 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
4,000 +5.0%
5.00
US$20,000 		4,000 +5.0% 5.00 US$20,000
2025-10-06 2025-10-02 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
4,000 +5.3%
5.05
US$20,200 		4,000 +5.3% 5.05 US$20,200
2025-10-06 2025-10-02 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
4,000 +5.6%
5.10
US$20,400 		4,000 +5.6% 5.10 US$20,400
2025-10-06 2025-10-02 B Purchase
2.6
Bluth Jeri Ruth

Chief Compliance Officer

Officer
2,000 +2.4%
5.09
US$10,180 		2,000 +2.4% 5.09 US$10,180
2025-10-06 2025-10-02 B Purchase
2.6
Bluth Jeri Ruth

Chief Compliance Officer

Officer
4,000 +5.0%
5.00
US$20,000 		4,000 +5.0% 5.00 US$20,000
2025-10-06 2025-10-02 B Purchase
2.6
Bluth Jeri Ruth

Chief Compliance Officer

Officer
4,000 +5.3%
5.05
US$20,200 		4,000 +5.3% 5.05 US$20,200
2025-10-06 2025-10-02 B Purchase
2.6
Bluth Jeri Ruth

Chief Compliance Officer

Officer
4,000 +5.6%
5.10
US$20,400 		4,000 +5.6% 5.10 US$20,400
2025-08-25 2025-08-21 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
15,146 +27.2%
5.10
US$77,245 		15,146 +27.2% 5.10 US$77,245
2025-08-25 2025-08-21 B Purchase
2.6
Sherpa Angche

Chief Financial Officer

Officer
15,146 +27.2%
5.10
US$77,245 		15,146 +27.2% 5.10 US$77,245
2025-08-25 2025-08-21 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
15,146 +27.2%
5.10
US$77,245 		15,146 +27.2% 5.10 US$77,245
2025-08-25 2025-08-21 B Purchase
2.6
Bluth Jeri Ruth

Chief Compliance Officer

Officer
15,146 +27.2%
5.10
US$77,245 		15,146 +27.2% 5.10 US$77,245
2025-08-25 2025-08-21 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
15,146 +27.2%
5.10
US$77,245 		15,146 +27.2% 5.10 US$77,245
2025-08-25 2025-08-21 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
15,146 +27.2%
5.10
US$77,245 		15,146 +27.2% 5.10 US$77,245
2025-08-19 2025-08-18 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
9,000 +2.9%
5.10
US$45,900 		9,000 +2.9% 5.10 US$45,900
2025-08-15 2025-08-14 B Purchase
2.6
Sherpa Angche

Chief Financial Officer

Officer
20,012 +56.0%
4.84
US$96,858 		20,012 +56.0% 4.84 US$96,858
2025-08-15 2025-08-14 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
20,012 +56.0%
4.84
US$96,858 		20,012 +56.0% 4.84 US$96,858
2025-08-15 2025-08-14 B Purchase
2.6
Bluth Jeri Ruth

Chief Compliance Officer

Officer
20,012 +56.0%
4.84
US$96,858 		20,012 +56.0% 4.84 US$96,858
2025-08-15 2025-08-14 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
20,012 +56.0%
4.84
US$96,858 		20,012 +56.0% 4.84 US$96,858
2025-08-15 2025-08-14 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
20,012 +56.0%
4.84
US$96,858 		20,012 +56.0% 4.84 US$96,858
2025-08-15 2025-08-14 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
20,012 +56.0%
4.84
US$96,858 		20,012 +56.0% 4.84 US$96,858
2025-08-13 2025-08-13 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
1,000 +2.9%
4.92
US$4,920 		1,000 +2.9% 4.92 US$4,920
2025-08-13 2025-08-13 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
1,000 +3.0%
4.91
US$4,910 		1,000 +3.0% 4.91 US$4,910
2025-08-13 2025-08-13 B Purchase
2.6
Sherpa Angche

Chief Financial Officer

Officer
1,000 +2.9%
4.92
US$4,920 		1,000 +2.9% 4.92 US$4,920
2025-08-13 2025-08-13 B Purchase
2.6
Sherpa Angche

Chief Financial Officer

Officer
1,000 +3.0%
4.91
US$4,910 		1,000 +3.0% 4.91 US$4,910
2025-08-13 2025-08-13 B Purchase
2.6
Bluth Jeri Ruth

Chief Compliance Officer

Officer
1,000 +2.9%
4.92
US$4,920 		1,000 +2.9% 4.92 US$4,920
2025-08-13 2025-08-13 B Purchase
2.6
Bluth Jeri Ruth

Chief Compliance Officer

Officer
1,000 +3.0%
4.91
US$4,910 		1,000 +3.0% 4.91 US$4,910
2025-08-13 2025-08-13 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
1,000 +2.9%
4.92
US$4,920 		1,000 +2.9% 4.92 US$4,920
2025-08-13 2025-08-13 B Purchase
2.6
PATTERSON CHARLES E. II

General Counsel/Secretary

Executive Director
1,000 +3.0%
4.91
US$4,910 		1,000 +3.0% 4.91 US$4,910
2025-08-13 2025-08-13 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
1,000 +2.9%
4.92
US$4,920 		1,000 +2.9% 4.92 US$4,920
2025-08-13 2025-08-13 B Purchase
2.6
FULLER GLEN W

Treasurer

Officer
1,000 +3.0%
4.91
US$4,910 		1,000 +3.0% 4.91 US$4,910
2025-08-13 2025-08-13 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
1,000 +2.9%
4.92
US$4,920 		1,000 +2.9% 4.92 US$4,920
2025-08-13 2025-08-13 B Purchase
2.4
DIXON ROBERT E

CEO/President

Officer
1,000 +3.0%
4.91
US$4,910 		1,000 +3.0% 4.91 US$4,910
2025-08-13 2025-08-12 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
198 +0.6%
4.94
US$977 		198 +0.6% 4.94 US$977
2025-08-13 2025-08-12 B Purchase
2.8
Simpson Christine Elizabeth

Chief Portfolio Manager

Officer
1,000 +3.1%
4.90
US$4,901 		1,000 +3.1% 4.90 US$4,901
2025-08-13 2025-08-12 B Purchase
2.6
Sherpa Angche

Chief Financial Officer

Officer
198 +0.6%
4.94
US$977 		198 +0.6% 4.94 US$977
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