| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Counted by filing, the last 12 months brought 3 open-market purchases by 3 insiders worth about $29K and no sales. The 12 months before that brought 3 open-market purchases by 3 insiders worth about $32K and no sales.
The largest open-market purchase in the last two years was 321 shares by Christine Hurtsellers (Director) at an average $37.38 on May 6, 2026, about $12K. Three months later BTO was up 9%.
The most recent purchase was by William K Bacic (Trustee of the Fund) on July 22, 2026.
| Role | Insider | Shares | Value | 30d |
|---|---|---|---|---|
| Other | 472 | $17.7K | - | |
| Dir | 321 | $12.1K | - | |
| Dir | 270 | $10.1K | - |
Buys and sells only
| Date | Insider | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 | William K Bacic54 | Trustee of the Fund | Buy | 184 | $40.62 | $7,474.08 | +63.9% | -9.5% | - | |
| May 6, 2026 | Christine Hurtsellers62 | Director | Buy | 321 | $37.38 | $11,999.99 | New | +9.5% | - | |
| Jan 26, 2026 | Kenneth J Phelan58 | Director | Buy | 270 | $37.10 | $10,001.01 | New | +0.7% | - | |
| Apr 8, 2025 | Thomas Rowe Wright76 | Director | Buy | 378 | $29.55 | $11,169.14 | New | +27.1% | +32.1% | |
| Jan 14, 2025 | William K Bacic54 | Trustee of the Fund | Buy | 288 | $34.70 | $9,993.60 | New | -16.2% | +0.9% | |
| Dec 23, 2024 | Noni L Ellison75 | Trustee of the Fund | Buy | 315 | $35.90 | $11,308.50 | +71.4% | -3.1% | +2.3% | |
| Jan 2, 2024 | Dean Garfield73 | Director | Buy | 513 | $30.55 | $15,670.92 | New | -4.2% | +16.3% | |
| Oct 12, 2023 | Noni L Ellison75 | Director | Buy | 432 | $25.28 | $10,920.08 | New | +20.2% | +30.2% | |
| Aug 5, 2022 | Steven R Pruchansky81 | Trustee of the Fund | Sell | 1,091 | $37.94 | $41,392.54 | -83.8% | -5.8% | -17.4% | |
| Nov 17, 2020 | Frances G Rathke | Trustee of the Fund | Buy | 367 | $27.27 | $10,009.74 | New | - | - |