$SOR 5 SEC Filings

Filed On	Filing
30 Apr 2026	Form 5: Atwood J Richard, Former Trustee
17 Feb 2026	Form 5: Richards Karen E, CCO of Advisor
14 Feb 2024	Form 5: Osborne Alfred E Jr, Director
14 Feb 2024	Form 5: Lipson Mark L., Director
15 Aug 2022	Form 5: Pisano A Robert, Director
15 Aug 2022	Form 5: Purcell Patrick B, Director
15 Aug 2022	Form 5: Atteberry Thomas H, VP & Portfolio Manager
13 May 2019	Form 5: Hayes Francine Sophia, Secretary
30 Jan 2018	Form 5: Weiner Leora R, Chief Compliance Officer
06 Jan 2017	Form 5: Merrick Thomas P, Director
06 Jan 2017	Form 5: Link Brian F, Assistant Secretary
12 Feb 2016	Form 5: Setzler Edwin Lake Iii, Treasurer Acquired 3.636 shares (Other Transaction) ($262) · Acquired 3.5594 shares (Other Transaction) ($265) · Acquired 3.8336 shares (Other Transaction) ($268) · 1 more
12 Feb 2016	Form 5: Purcell Patrick B, Director Acquired 32.922 shares (Other Transaction) ($2.29K) · Acquired 31.273 shares (Other Transaction) ($2.32K) · Acquired 33.291 shares (Other Transaction) ($2.34K) · 1 more
12 Feb 2016	Form 5: Atwood J Richard, President Acquired 98.769 shares (Other Transaction) ($7.08K) · Acquired 96.378 shares (Other Transaction) ($7.17K) · Acquired 101.704 shares (Other Transaction) ($7.25K) · 1 more
12 Feb 2016	Form 5: Herr Gregory A, Officer of inv co inv adv Acquired 16.5108 shares (Other Transaction) ($1.19K) · Acquired 16.0982 shares (Other Transaction) ($1.2K) · Acquired 17.3766 shares (Other Transaction) ($1.21K) · 1 more
20 Jan 2015	Form 5: Atwood J Richard, Treasurer Acquired 90.265 shares (Other Transaction) ($6.27K) · Acquired 91.361 shares (Other Transaction) ($6.35K) · Acquired 94.861 shares (Other Transaction) ($6.42K) · 1 more
20 Jan 2015	Form 5: Herr Gregory A, VP & Portfolio Manager Acquired 15.2439 shares (Other Transaction) ($1.07K) · Acquired 15.602 shares (Other Transaction) ($1.08K) · Acquired 16.1525 shares (Other Transaction) ($1.09K) · 1 more
20 Jan 2015	Form 5: Setzler Edwin Lake Iii, Assistant Treasurer Acquired 3.3372 shares (Other Transaction) ($232) · Acquired 3.4173 shares (Other Transaction) ($235) · Acquired 3.5056 shares (Other Transaction) ($238) · 1 more
20 Jan 2015	Form 5: Purcell Patrick B, Director Acquired 29.21 shares (Other Transaction) ($2.03K) · Acquired 29.467 shares (Other Transaction) ($2.05K) · Acquired 30.628 shares (Other Transaction) ($2.08K) · 1 more
14 Feb 2014	Form 5: Altman Willard H Jr, Director until 5/6/13 Acquired 3 shares (Other Transaction) ($177) · Acquired 15.2 shares (Other Transaction) ($836) · Acquired 14.5 shares (Other Transaction) ($906) · 2 more

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