High-Impact Form 4 Intelligence
Real-time SEC insider trading data with advanced filtering. Free beta.
Total Buys (Filtered)
$2.5B
$2,480,886,322
Total Sells (Filtered)
$111M
$111,104,972
| Ticker | Company | Reporting Owner | Date | Value (USD) | Type | Form 4 |
|---|---|---|---|---|---|---|
| NONE |
WILSON BANK HOLDING CO
|
Officer • EVP
Discretionary Buy
|
2026-03-09 | $402 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-03-06
$455
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2026-03-06 | $455 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-03-06
$45
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2026-03-06 | $45 | P | Form 4 |
|
NONE
P
Privacore VPC Asset Backed Credit Fund
BANKERS LIFE & CASUALTY CO
• 10% Owner
Discretionary BuyΔOwn +16.5%
2026-03-05
$5,000,000Whale
|
||||||
| NONE |
Privacore VPC Asset Backed Credit Fund
|
10% Owner
Discretionary BuyΔOwn +16.5%
|
2026-03-05 | $5,000,000Whale | P | Form 4 |
|
NONE
P
Overland Advantage
Abu Dhabi Investment Authority
• 10% Owner
Discretionary Buy
2026-03-04
$25,921,658MEGA
|
||||||
| NONE |
Overland Advantage
|
10% Owner
Discretionary Buy
|
2026-03-04 | $25,921,658MEGA | P | Form 4 |
|
NONE
P
North Haven Net REIT
DAlessandro Henry
• Officer • Head of Credit
Discretionary BuyΔOwn +43.4%
2026-03-02
$250,000
|
||||||
| NONE |
North Haven Net REIT
|
Officer • Head of Credit
Discretionary BuyΔOwn +43.4%
|
2026-03-02 | $250,000 | P | Form 4 |
|
NONE
P
Blackstone Real Estate Income Trust, Inc.
Carras Susan
• Director
Discretionary BuyΔOwn +10.9%
2026-03-02
$100,000
|
||||||
| NONE |
Blackstone Real Estate Income Trust, Inc.
|
Director
Discretionary BuyΔOwn +10.9%
|
2026-03-02 | $100,000 | P | Form 4 |
|
NONE
P
Sculptor Diversified Real Estate Income Trust, Inc.
Geanakos Jonathan G.
• Director
Discretionary BuyΔOwn +63.4%
2026-03-02
$150,000
|
||||||
| NONE |
Sculptor Diversified Real Estate Income Trust, Inc.
|
Director
Discretionary BuyΔOwn +63.4%
|
2026-03-02 | $150,000 | P | Form 4 |
| NONE |
Diameter Credit Co
|
CFO
Discretionary Buy
|
2026-03-02 | $7,500 | P | Form 4 |
|
NONE
P
Diameter Credit Co
Apollo Principal Holdings B, L.P.
• 10% Owner
Discretionary Buy
2026-03-02
$17,499,992MEGA
|
||||||
| NONE |
Diameter Credit Co
|
10% Owner
Discretionary Buy
|
2026-03-02 | $17,499,992MEGA | P | Form 4 |
| NONE |
Diameter Credit Co
|
CEO
Discretionary Buy
|
2026-03-02 | $50,000 | P | Form 4 |
| NONE |
Diameter Credit Co
|
Director
Discretionary Buy
|
2026-03-02 | $512,500 | P | Form 4 |
| NONE |
Diameter Credit Co
|
Director
Discretionary Buy
|
2026-03-02 | $500,000 | P | Form 4 |
|
NONE
P
North Haven Net REIT
Gross David Seth
• Officer • Head of Acquisitions
Discretionary BuyΔOwn +145.8%
2026-03-02
$150,000
|
||||||
| NONE |
North Haven Net REIT
|
Officer • Head of Acquisitions
Discretionary BuyΔOwn +145.8%
|
2026-03-02 | $150,000 | P | Form 4 |
| NONE |
Diameter Credit Co
|
CEO
Discretionary Buy
|
2026-03-02 | $50,000 | P | Form 4 |
|
NONE
P
Privacore VPC Asset Backed Credit Fund
BANKERS LIFE & CASUALTY CO
• 10% Owner
Discretionary BuyΔOwn +19.9%
2026-02-26
$5,000,000Whale
|
||||||
| NONE |
Privacore VPC Asset Backed Credit Fund
|
10% Owner
Discretionary BuyΔOwn +19.9%
|
2026-02-26 | $5,000,000Whale | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2026-02-26
$47
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2026-02-26 | $47 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2026-02-26
$453
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2026-02-26 | $453 | P | Form 4 |
| NONE |
EBR Systems, Inc.
|
Director
Other
|
2026-02-26 | $9,360 | M | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
BCRED X HOLDINGS LLC
• 10% Owner
Discretionary BuyΔOwn +18.4%
2026-02-23
$25,000,000MEGA
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary BuyΔOwn +18.4%
|
2026-02-23 | $25,000,000MEGA | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
Discretionary Buy
2026-02-23
$5,000,000Large
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary Buy
|
2026-02-23 | $5,000,000Large | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
Discretionary BuyΔOwn +18.4%
2026-02-23
$25,000,000MEGA
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary BuyΔOwn +18.4%
|
2026-02-23 | $25,000,000MEGA | P | Form 4 |
|
NONE
P
Golub Capital Private Income Fund I
Golub David
• CEO
Discretionary Buy
2026-02-23
$12,500,000MEGA
|
||||||
| NONE |
Golub Capital Private Income Fund I
|
CEO
Discretionary Buy
|
2026-02-23 | $12,500,000MEGA | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
BCRED X HOLDINGS LLC
• 10% Owner
Discretionary Buy
2026-02-23
$5,000,000Large
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary Buy
|
2026-02-23 | $5,000,000Large | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2026-02-23
$790
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2026-02-23 | $790 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-02-23
$45
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2026-02-23 | $45 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-02-23
$455
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2026-02-23 | $455 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2026-02-23
$210
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2026-02-23 | $210 | P | Form 4 |
|
NONE
P
Fundrise Innovation Fund, LLC
Hall Bjorn
• Officer • Secretary and CCO
Discretionary Buy
2026-02-19
$7
|
||||||
| NONE |
Fundrise Innovation Fund, LLC
|
Officer • Secretary and CCO
Discretionary Buy
|
2026-02-19 | $7 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2026-02-19
$6
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2026-02-19 | $6 | P | Form 4 |
|
NONE
P
WILSON BANK HOLDING CO
RICHERSON HERBERT ELMER
• Director
Discretionary Buy
2026-02-19
$1,207
|
||||||
| NONE |
WILSON BANK HOLDING CO
|
Director
Discretionary Buy
|
2026-02-19 | $1,207 | P | Form 4 |
|
NONE
P
Privacore VPC Asset Backed Credit Fund
Corbin Capital Partners, L.P.
• 10% Owner
Discretionary BuyΔOwn +50.1%
2026-02-18
$5,000,000Large
|
||||||
| NONE |
Privacore VPC Asset Backed Credit Fund
|
10% Owner
Discretionary BuyΔOwn +50.1%
|
2026-02-18 | $5,000,000Large | P | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Officer • EVP
Discretionary Buy
|
2026-02-17 | $322 | P | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
CEO
Discretionary Buy
|
2026-02-17 | $1,126 | P | Form 4 |
|
NONE
P
GoldenTree Opportunistic Credit Fund
GOLDENTREE ASSET MANAGEMENT LP
• 10% Owner
Discretionary Buy
2026-02-13
$10,000,000Whale
|
||||||
| NONE |
GoldenTree Opportunistic Credit Fund
|
10% Owner
Discretionary Buy
|
2026-02-13 | $10,000,000Whale | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2026-02-11
$104
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2026-02-11 | $104 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2026-02-11
$396
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2026-02-11 | $396 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
Chair
Discretionary Sell
|
2026-02-10 | $147,900 | S | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-02-06
$455
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2026-02-06 | $455 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-02-06
$45
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2026-02-06 | $45 | P | Form 4 |
|
NONE
P
Fundrise Innovation Fund, LLC
Hall Bjorn
• Officer • Secretary and CCO
Discretionary Buy
2026-02-06
$1,000
|
||||||
| NONE |
Fundrise Innovation Fund, LLC
|
Officer • Secretary and CCO
Discretionary Buy
|
2026-02-06 | $1,000 | P | Form 4 |
|
NONE
S
Sterling Real Estate Trust
Haugen Timothy
• Other
Discretionary SellΔOwn -15.0%
2026-02-05
$70,023
|
||||||
| NONE |
Sterling Real Estate Trust
|
Other
Discretionary SellΔOwn -15.0%
|
2026-02-05 | $70,023 | S | Form 4 |
| NONE |
Sterling Real Estate Trust
|
Other
Discretionary Buy
|
2026-02-05 | $70,023 | P | Form 4 |
|
NONE
P
NB Asset-Based Credit Fund
Neuberger Berman Group LLC
• 10% Owner
Discretionary BuyΔOwn +10.5%
2026-02-04
$8,000,000Whale
|
||||||
| NONE |
NB Asset-Based Credit Fund
|
10% Owner
Discretionary BuyΔOwn +10.5%
|
2026-02-04 | $8,000,000Whale | P | Form 4 |
|
NONE
P
StepStone Private Credit Income Fund
SITTEMA THOMAS KENT
• Director
Discretionary BuyΔOwn +47.5%
2026-02-03
$275,000
|
||||||
| NONE |
StepStone Private Credit Income Fund
|
Director
Discretionary BuyΔOwn +47.5%
|
2026-02-03 | $275,000 | P | Form 4 |
|
NONE
P
Ardian Access LLC
Ardian US LLC
• Other
Discretionary BuyΔOwn +8801.1%
2026-02-02
$10,000,000Whale
|
||||||
| NONE |
Ardian Access LLC
|
Other
Discretionary BuyΔOwn +8801.1%
|
2026-02-02 | $10,000,000Whale | P | Form 4 |
| NONE |
Nuveen Global Cities REIT, Inc.
|
10% Owner
Discretionary Sell
|
2026-02-02 | $5,000,000Large | S | Form 4 |
|
NONE
P
Corient Registered Alternatives Fund
MORRISS GEORGE W
• Director
Discretionary BuyΔOwn +92.4%
2026-02-02
$50,000
|
||||||
| NONE |
Corient Registered Alternatives Fund
|
Director
Discretionary BuyΔOwn +92.4%
|
2026-02-02 | $50,000 | P | Form 4 |
|
NONE
P
StepStone Private Equity Strategies Fund
SITTEMA THOMAS KENT
• Director
Discretionary BuyΔOwn +104.5%
2026-01-30
$700,000
|
||||||
| NONE |
StepStone Private Equity Strategies Fund
|
Director
Discretionary BuyΔOwn +104.5%
|
2026-01-30 | $700,000 | P | Form 4 |
|
NONE
P
Audax Private Credit Fund, LLC
Audax Private Credit Business, LP
• 10% Owner
Discretionary BuyΔOwn +12.6%
2026-01-30
$16,734,875MEGA
|
||||||
| NONE |
Audax Private Credit Fund, LLC
|
10% Owner
Discretionary BuyΔOwn +12.6%
|
2026-01-30 | $16,734,875MEGA | P | Form 4 |
|
NONE
P
Audax Private Credit Fund, LLC
Audax Private Credit Business, LP
• 10% Owner
Discretionary Buy
2026-01-30
$500,000
|
||||||
| NONE |
Audax Private Credit Fund, LLC
|
10% Owner
Discretionary Buy
|
2026-01-30 | $500,000 | P | Form 4 |
| NONE |
JPMorgan Private Markets Fund
|
Other
Discretionary SellΔOwn -37.1%
|
2026-01-30 | $20,000,000MEGA | S | Form 4 |
|
NONE
P
Stepstone Private Credit Fund LLC
Goldblatt Ariel
• Director
Discretionary Buy
2026-01-30
$384,099,800MEGA
|
||||||
| NONE |
Stepstone Private Credit Fund LLC
|
Director
Discretionary Buy
|
2026-01-30 | $384,099,800MEGA | P | Form 4 |
|
NONE
P
CNL Strategic Residential Credit, Inc.
Tipton Tammy
• CFO
Discretionary Buy
2026-01-29
$25,000
|
||||||
| NONE |
CNL Strategic Residential Credit, Inc.
|
CFO
Discretionary Buy
|
2026-01-29 | $25,000 | P | Form 4 |
|
NONE
P
Fidelity Private Credit Fund
Gannon Robert T.
• President
Discretionary BuyΔOwn +11.7%
2026-01-29
$5,498
|
||||||
| NONE |
Fidelity Private Credit Fund
|
President
Discretionary BuyΔOwn +11.7%
|
2026-01-29 | $5,498 | P | Form 4 |
|
NONE
P
NB Asset-Based Credit Fund
Neuberger Berman Group LLC
• 10% Owner
Discretionary Buy
2026-01-29
$3,000,000Large
|
||||||
| NONE |
NB Asset-Based Credit Fund
|
10% Owner
Discretionary Buy
|
2026-01-29 | $3,000,000Large | P | Form 4 |
|
NONE
P
CNL Strategic Residential Credit, Inc.
Troisi Peter John
• Director
Discretionary Buy
2026-01-29
$325,000
|
||||||
| NONE |
CNL Strategic Residential Credit, Inc.
|
Director
Discretionary Buy
|
2026-01-29 | $325,000 | P | Form 4 |
|
NONE
P
CNL Strategic Residential Credit, Inc.
Yochum Bradley Scott
• Officer • General Counsel and Secretary
Discretionary Buy
2026-01-29
$50,000
|
||||||
| NONE |
CNL Strategic Residential Credit, Inc.
|
Officer • General Counsel and Secretary
Discretionary Buy
|
2026-01-29 | $50,000 | P | Form 4 |
|
NONE
P
CNL Strategic Residential Credit, Inc.
BHAVSAR CHIRAG J
• CEO
Discretionary Buy
2026-01-29
$250,000
|
||||||
| NONE |
CNL Strategic Residential Credit, Inc.
|
CEO
Discretionary Buy
|
2026-01-29 | $250,000 | P | Form 4 |
|
NONE
P
Senior Credit Investments, LLC
Abu Dhabi Investment Authority
• 10% Owner
Discretionary BuyΔOwn +12.1%
2026-01-28
$24,999,998MEGA
|
||||||
| NONE |
Senior Credit Investments, LLC
|
10% Owner
Discretionary BuyΔOwn +12.1%
|
2026-01-28 | $24,999,998MEGA | P | Form 4 |
|
NONE
P
Blackstone Infrastructure Strategies L.P.
Fernandez Andre J
• Director
Discretionary BuyΔOwn +772.7%
2026-01-28
$200,000
|
||||||
| NONE |
Blackstone Infrastructure Strategies L.P.
|
Director
Discretionary BuyΔOwn +772.7%
|
2026-01-28 | $200,000 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2026-01-26
$459
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2026-01-26 | $459 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2026-01-26
$41
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2026-01-26 | $41 | P | Form 4 |
|
NONE
P
Willow Tree Capital Corp
LIBERTY MUTUAL HOLDING Co INC.
• 10% Owner
Discretionary Buy
2026-01-26
$1,421,706Large
|
||||||
| NONE |
Willow Tree Capital Corp
|
10% Owner
Discretionary Buy
|
2026-01-26 | $1,421,706Large | P | Form 4 |
| NONE |
Willow Tree Capital Corp
|
10% Owner
Discretionary Buy
|
2026-01-26 | $1,003,798Large | P | Form 4 |
|
NONE
P
ARK Venture Fund
Wolfe Dana Forest
• Officer • Chief Legal Officer
Discretionary BuyΔOwn +2127.2%
2026-01-23
$50,000
|
||||||
| NONE |
ARK Venture Fund
|
Officer • Chief Legal Officer
Discretionary BuyΔOwn +2127.2%
|
2026-01-23 | $50,000 | P | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
CEO
Other
|
2026-01-23 | $120,675 | M | Form 4 |
|
NONE
P
PGIM Private Credit Fund
PRUDENTIAL INSURANCE CO OF AMERICA
• 10% Owner
Discretionary BuyΔOwn +22.3%
2026-01-23
$34,985,590MEGA
|
||||||
| NONE |
PGIM Private Credit Fund
|
10% Owner
Discretionary BuyΔOwn +22.3%
|
2026-01-23 | $34,985,590MEGA | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2026-01-22
$206
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2026-01-22 | $206 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-01-22
$456
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2026-01-22 | $456 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-01-22
$44
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2026-01-22 | $44 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2026-01-22
$794
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2026-01-22 | $794 | P | Form 4 |
|
NONE
P
TCW Private Asset Income Fund
Swell Michael
• Director
Discretionary BuyΔOwn +83.5%
2026-01-15
$12,956
|
||||||
| NONE |
TCW Private Asset Income Fund
|
Director
Discretionary BuyΔOwn +83.5%
|
2026-01-15 | $12,956 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
10% Owner
Discretionary Buy
|
2026-01-15 | $25,000 | P | Form 4 |
|
NONE
P
TCW Private Asset Income Fund
Tarica Andrew
• Director
Discretionary BuyΔOwn +87.0%
2026-01-15
$11,337
|
||||||
| NONE |
TCW Private Asset Income Fund
|
Director
Discretionary BuyΔOwn +87.0%
|
2026-01-15 | $11,337 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
Other
Discretionary Buy
|
2026-01-15 | $10,000 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-01-09
$7
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2026-01-09 | $7 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2026-01-09
$169
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2026-01-09 | $169 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2026-01-09
$391
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2026-01-09 | $391 | P | Form 4 |
|
NONE
P
Fundrise Growth Tech Fund, LLC
Hall Bjorn
• Officer • Secretary and CCO
Discretionary Buy
2026-01-09
$791
|
||||||
| NONE |
Fundrise Growth Tech Fund, LLC
|
Officer • Secretary and CCO
Discretionary Buy
|
2026-01-09 | $791 | P | Form 4 |
| NONE |
Fundrise Growth Tech Fund, LLC
|
Director
Discretionary Buy
|
2026-01-09 | $397 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2026-01-09
$42
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2026-01-09 | $42 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2026-01-09
$109
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2026-01-09 | $109 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Jenkins Brandon T.
• Other
Discretionary Buy
2026-01-09
$23
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2026-01-09 | $23 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2026-01-09
$122
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2026-01-09 | $122 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Miller Benjamin S.
• President
Discretionary Buy
2026-01-09
$695
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
President
Discretionary Buy
|
2026-01-09 | $695 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2026-01-09
$59
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2026-01-09 | $59 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2026-01-09
$383
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2026-01-09 | $383 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-01-09
$172
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2026-01-09 | $172 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2026-01-09
$619
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2026-01-09 | $619 | P | Form 4 |
|
NONE
P
Fundrise Growth Tech Fund, LLC
Hall Bjorn
• Officer • Secretary and CCO
Discretionary Buy
2026-01-08
$1,000
|
||||||
| NONE |
Fundrise Growth Tech Fund, LLC
|
Officer • Secretary and CCO
Discretionary Buy
|
2026-01-08 | $1,000 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-01-08
$462
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2026-01-08 | $462 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2026-01-08
$38
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2026-01-08 | $38 | P | Form 4 |
|
NONE
P
Keenova Therapeutics plc
Silver Point Capital L.P.
• 10% Owner
Discretionary Buy
2026-01-07
$23,062,500MEGA
|
||||||
| NONE |
Keenova Therapeutics plc
|
10% Owner
Discretionary Buy
|
2026-01-07 | $23,062,500MEGA | P | Form 4 |
|
NONE
P
83 Investment Group Income Fund
Pinchuk Meghan Hillary
• Officer • Pres & Principal Exec Officer
Discretionary Buy
2026-01-02
$200,000
|
||||||
| NONE |
83 Investment Group Income Fund
|
Officer • Pres & Principal Exec Officer
Discretionary Buy
|
2026-01-02 | $200,000 | P | Form 4 |
|
NONE
P
Blackstone Private Equity Strategies Fund L.P.
James Christopher J.
• Chair
Discretionary BuyΔOwn +37.9%
2026-01-02
$129,527
|
||||||
| NONE |
Blackstone Private Equity Strategies Fund L.P.
|
Chair
Discretionary BuyΔOwn +37.9%
|
2026-01-02 | $129,527 | P | Form 4 |
|
NONE
P
Blackstone Private Equity Strategies Fund L.P.
Solotar Joan
• Director
Discretionary Buy
2026-01-02
$112,721
|
||||||
| NONE |
Blackstone Private Equity Strategies Fund L.P.
|
Director
Discretionary Buy
|
2026-01-02 | $112,721 | P | Form 4 |
|
NONE
P
Fairway Private Equity & Venture Capital Opportunities Fund
Callahan Kevin T
• President
Discretionary Buy
2026-01-02
$250,000
|
||||||
| NONE |
Fairway Private Equity & Venture Capital Opportunities Fund
|
President
Discretionary Buy
|
2026-01-02 | $250,000 | P | Form 4 |
|
NONE
P
Fairway Private Equity & Venture Capital Opportunities Fund
Behan Robert
• Director
Discretionary Buy
2026-01-02
$125,000
|
||||||
| NONE |
Fairway Private Equity & Venture Capital Opportunities Fund
|
Director
Discretionary Buy
|
2026-01-02 | $125,000 | P | Form 4 |
|
NONE
S
Pacific Oak Strategic Opportunity REIT, Inc.
McMillan Peter
• Officer • See Remarks
Discretionary Sell
2025-12-31
$0
|
||||||
| NONE |
Pacific Oak Strategic Opportunity REIT, Inc.
|
Officer • See Remarks
Discretionary Sell
|
2025-12-31 | $0 | S | Form 4 |
|
NONE
P
DAVEY TREE EXPERT CO
Sears Thea R.
• Officer • Senior VP and Controller
Discretionary Buy
2025-12-30
$7,219
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • Senior VP and Controller
Discretionary Buy
|
2025-12-30 | $7,219 | P | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
CFO
Discretionary Buy
|
2025-12-30 | $7,219 | P | Form 4 |
|
NONE
P
DAVEY TREE EXPERT CO
Bast Christopher J
• Officer • Sr VP, Treasurer & Ops Support
Discretionary Buy
2025-12-30
$7,219
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • Sr VP, Treasurer & Ops Support
Discretionary Buy
|
2025-12-30 | $7,219 | P | Form 4 |
|
NONE
P
DAVEY TREE EXPERT CO
Doyle James Edgar
• Officer • EVP & GM, Canada Operations
Discretionary Buy
2025-12-30
$997
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • EVP & GM, Canada Operations
Discretionary Buy
|
2025-12-30 | $997 | P | Form 4 |
|
NONE
P
DAVEY TREE EXPERT CO
SCHOENBERGER ERIKA J.
• Officer • General Counsel, Sr VP, Secy
Discretionary Buy
2025-12-30
$7,219
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • General Counsel, Sr VP, Secy
Discretionary Buy
|
2025-12-30 | $7,219 | P | Form 4 |
|
NONE
P
DAVEY TREE EXPERT CO
Ina Gregory M
• Officer • EVP, Institute & Employee Dev.
Discretionary Buy
2025-12-30
$7,219
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • EVP, Institute & Employee Dev.
Discretionary Buy
|
2025-12-30 | $7,219 | P | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Discretionary Buy
|
2025-12-30 | $2,797 | P | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Discretionary Buy
|
2025-12-30 | $1,127 | P | Form 4 |
|
NONE
P
DAVEY TREE EXPERT CO
Reid Sandra Lynne
• Officer • Exec VP Corp Communications
Discretionary Buy
2025-12-30
$7,219
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • Exec VP Corp Communications
Discretionary Buy
|
2025-12-30 | $7,219 | P | Form 4 |
|
NONE
P
DAVEY TREE EXPERT CO
Hyland Scott Alan
• Officer • Senior VP of Marketing
Discretionary Buy
2025-12-30
$6,417
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • Senior VP of Marketing
Discretionary Buy
|
2025-12-30 | $6,417 | P | Form 4 |
|
NONE
P
DAVEY TREE EXPERT CO
Davis Anna Christine
• Officer • Sr VP of Human Resources
Discretionary Buy
2025-12-30
$7,219
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • Sr VP of Human Resources
Discretionary Buy
|
2025-12-30 | $7,219 | P | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
CEO
Discretionary Buy
|
2025-12-30 | $7,219 | P | Form 4 |
|
NONE
P
DAVEY TREE EXPERT CO
Repenning Brent R
• Officer • EVP, U.S. Utility & DRG
Discretionary Buy
2025-12-30
$6,569
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • EVP, U.S. Utility & DRG
Discretionary Buy
|
2025-12-30 | $6,569 | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
Discretionary Buy
2025-12-19
$5,000,000Large
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary Buy
|
2025-12-19 | $5,000,000Large | P | Form 4 |
|
NONE
P
Lafayette Square USA, Inc.
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
• 10% Owner
Discretionary Buy
2025-12-19
$5,000,000Whale
|
||||||
| NONE |
Lafayette Square USA, Inc.
|
10% Owner
Discretionary Buy
|
2025-12-19 | $5,000,000Whale | P | Form 4 |
| NONE |
Lafayette Square USA, Inc.
|
CFO
Discretionary Buy
|
2025-12-19 | $2,500 | P | Form 4 |
|
NONE
P
Lafayette Square USA, Inc.
Stone Ileana
• Officer • Secretary
Discretionary Buy
2025-12-19
$3,000
|
||||||
| NONE |
Lafayette Square USA, Inc.
|
Officer • Secretary
Discretionary Buy
|
2025-12-19 | $3,000 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-12-19
$51
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2025-12-19 | $51 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-12-19
$449
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2025-12-19 | $449 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2025-12-19
$209
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2025-12-19 | $209 | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
BCRED X HOLDINGS LLC
• 10% Owner
Discretionary Buy
2025-12-19
$5,000,000Large
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary Buy
|
2025-12-19 | $5,000,000Large | P | Form 4 |
|
NONE
P
Apollo Realty Income Solutions, Inc.
AAA Sub Fund 2-Y, L.P.
• 10% Owner
Discretionary Buy
2025-12-19
$532,980
|
||||||
| NONE |
Apollo Realty Income Solutions, Inc.
|
10% Owner
Discretionary Buy
|
2025-12-19 | $532,980 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2025-12-19
$791
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2025-12-19 | $791 | P | Form 4 |
|
NONE
P
KKR Private Equity Conglomerate LLC
Wood Alisa A.
• CEO
Discretionary Buy
2025-12-19
$1,000,141Large
|
||||||
| NONE |
KKR Private Equity Conglomerate LLC
|
CEO
Discretionary Buy
|
2025-12-19 | $1,000,141Large | P | Form 4 |
|
NONE
P
Apollo Origination II (Levered) Capital Trust
Apollo Principal Holdings B GP, LLC
• 10% Owner
Discretionary BuyΔOwn +14.1%
2025-12-19
$95,000,000MEGA
|
||||||
| NONE |
Apollo Origination II (Levered) Capital Trust
|
10% Owner
Discretionary BuyΔOwn +14.1%
|
2025-12-19 | $95,000,000MEGA | P | Form 4 |
|
NONE
P
Apollo Origination II (UL) Capital Trust
Apollo Principal Holdings B GP, LLC
• 10% Owner
Discretionary BuyΔOwn +13.6%
2025-12-19
$85,000,000MEGA
|
||||||
| NONE |
Apollo Origination II (UL) Capital Trust
|
10% Owner
Discretionary BuyΔOwn +13.6%
|
2025-12-19 | $85,000,000MEGA | P | Form 4 |
|
NONE
P
5C Lending Partners Corp.
LIBERTY MUTUAL HOLDING Co INC.
• 10% Owner
Discretionary Buy
2025-12-17
$2,602,323Large
|
||||||
| NONE |
5C Lending Partners Corp.
|
10% Owner
Discretionary Buy
|
2025-12-17 | $2,602,323Large | P | Form 4 |
|
NONE
P
5C Lending Partners Corp.
LIBERTY MUTUAL HOLDING Co INC.
• 10% Owner
Discretionary Buy
2025-12-17
$1,734,890Large
|
||||||
| NONE |
5C Lending Partners Corp.
|
10% Owner
Discretionary Buy
|
2025-12-17 | $1,734,890Large | P | Form 4 |
|
NONE
P
5C Lending Partners Corp.
MSD CAPITAL, L.P.
• 10% Owner
Discretionary BuyΔOwn +20.6%
2025-12-17
$9,485,925Whale
|
||||||
| NONE |
5C Lending Partners Corp.
|
10% Owner
Discretionary BuyΔOwn +20.6%
|
2025-12-17 | $9,485,925Whale | P | Form 4 |
| NONE |
Stellus Private Credit BDC
|
Other
Discretionary Buy
|
2025-12-16 | $13,673 | P | Form 4 |
| NONE |
Stellus Private Credit BDC
|
CFO
Discretionary Buy
|
2025-12-16 | $2,426 | P | Form 4 |
| NONE |
Stellus Private Credit BDC
|
CEO
Discretionary Buy
|
2025-12-16 | $16,404 | P | Form 4 |
|
NONE
M
CIM REAL ESTATE FINANCE TRUST, INC.
RESSLER RICHARD S
• CEO
Equity Compensation
2025-12-15
$0
|
||||||
| NONE |
CIM REAL ESTATE FINANCE TRUST, INC.
|
CEO
Equity Compensation
|
2025-12-15 | $0 | M | Form 4 |
| NONE |
Keenova Therapeutics plc
|
CFO
Equity Compensation
|
2025-12-15 | $0 | M | Form 4 |
|
NONE
M
CIM REAL ESTATE FINANCE TRUST, INC.
RESSLER RICHARD S
• CEO
Equity Compensation
2025-12-15
$0
|
||||||
| NONE |
CIM REAL ESTATE FINANCE TRUST, INC.
|
CEO
Equity Compensation
|
2025-12-15 | $0 | M | Form 4 |
|
NONE
M
CIM REAL ESTATE FINANCE TRUST, INC.
Schreiber Jason K
• Director
Equity Compensation
2025-12-15
$0
|
||||||
| NONE |
CIM REAL ESTATE FINANCE TRUST, INC.
|
Director
Equity Compensation
|
2025-12-15 | $0 | M | Form 4 |
|
NONE
M
CIM REAL ESTATE FINANCE TRUST, INC.
Schreiber Jason K
• Director
Equity Compensation
2025-12-15
$0
|
||||||
| NONE |
CIM REAL ESTATE FINANCE TRUST, INC.
|
Director
Equity Compensation
|
2025-12-15 | $0 | M | Form 4 |
|
NONE
M
CIM REAL ESTATE FINANCE TRUST, INC.
DeBacker Nathan David
• Officer • See Remarks
Equity Compensation
2025-12-15
$0
|
||||||
| NONE |
CIM REAL ESTATE FINANCE TRUST, INC.
|
Officer • See Remarks
Equity Compensation
|
2025-12-15 | $0 | M | Form 4 |
|
NONE
M
CIM REAL ESTATE FINANCE TRUST, INC.
DeBacker Nathan David
• Officer • See Remarks
Equity Compensation
2025-12-15
$0
|
||||||
| NONE |
CIM REAL ESTATE FINANCE TRUST, INC.
|
Officer • See Remarks
Equity Compensation
|
2025-12-15 | $0 | M | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Director
Discretionary Buy
|
2025-12-12 | $99,999 | P | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Officer • EVP
Other
|
2025-12-12 | $17,115 | M | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Officer • EVP
Equity Compensation
|
2025-12-12 | $0 | M | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2025-12-11
$106
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2025-12-11 | $106 | P | Form 4 |
|
NONE
P
StepStone Private Equity Strategies Fund
SITTEMA THOMAS KENT
• Director
Discretionary BuyΔOwn +47.5%
2025-12-11
$200,000
|
||||||
| NONE |
StepStone Private Equity Strategies Fund
|
Director
Discretionary BuyΔOwn +47.5%
|
2025-12-11 | $200,000 | P | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Director
Other
|
2025-12-11 | $124,200 | M | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Director
Equity Compensation
|
2025-12-11 | $0 | M | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2025-12-11
$394
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2025-12-11 | $394 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
CEO
Discretionary Buy
|
2025-12-09 | $312,000 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
Other
Discretionary Buy
|
2025-12-09 | $312,000 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-12-05
$39
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2025-12-05 | $39 | P | Form 4 |
|
NONE
P
Fundrise Growth Tech Fund, LLC
Hall Bjorn
• Officer • Secretary and CCO
Discretionary Buy
2025-12-05
$1,000
|
||||||
| NONE |
Fundrise Growth Tech Fund, LLC
|
Officer • Secretary and CCO
Discretionary Buy
|
2025-12-05 | $1,000 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-12-05
$461
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2025-12-05 | $461 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Deitrich Jeffrey
• Director
Discretionary BuyΔOwn +34.7%
2025-12-03
$40,000
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary BuyΔOwn +34.7%
|
2025-12-03 | $40,000 | P | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Director
Equity Compensation
|
2025-12-02 | $0 | M | Form 4 |
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary Buy
|
2025-12-01 | $325,000 | P | Form 4 |
|
NONE
P
Blackstone Real Estate Income Trust, Inc.
Agarwal A.J.
• President
Discretionary BuyΔOwn +47.3%
2025-12-01
$4,000,000Large
|
||||||
| NONE |
Blackstone Real Estate Income Trust, Inc.
|
President
Discretionary BuyΔOwn +47.3%
|
2025-12-01 | $4,000,000Large | P | Form 4 |
| NONE |
Ardian Access LLC
|
Director
Discretionary Buy
|
2025-12-01 | $25,000 | P | Form 4 |
|
NONE
P
BlackRock Monticello Debt Real Estate Investment Trust
Troy Thomas Francis
• Director
Discretionary BuyΔOwn +99.9%
2025-12-01
$500,000
|
||||||
| NONE |
BlackRock Monticello Debt Real Estate Investment Trust
|
Director
Discretionary BuyΔOwn +99.9%
|
2025-12-01 | $500,000 | P | Form 4 |
|
NONE
P
New Mountain Guardian IV Income Fund, L.L.C.
Caisse de retraite d'Hydro-Quebec
• 10% Owner
Discretionary Buy
2025-12-01
$5,000,000Whale
|
||||||
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary Buy
|
2025-12-01 | $5,000,000Whale | P | Form 4 |
| NONE |
BlackRock Monticello Debt Real Estate Investment Trust
|
Officer • Treasurer
Discretionary Buy
|
2025-12-01 | $100,000 | P | Form 4 |
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary Buy
|
2025-12-01 | $3,500,000Large | P | Form 4 |
| NONE |
ISQ Open Infrastructure Co LLC
|
COO
Discretionary Buy
|
2025-11-28 | $300,000 | P | Form 4 |
|
NONE
P
ISQ Open Infrastructure Co LLC
Collett Brian
• Officer • Chief Investment Officer
Discretionary Buy
2025-11-28
$250,000
|
||||||
| NONE |
ISQ Open Infrastructure Co LLC
|
Officer • Chief Investment Officer
Discretionary Buy
|
2025-11-28 | $250,000 | P | Form 4 |
|
NONE
P
KKR Asset-Based Income Fund
GENERAL ELECTRIC PENSION TRUST
• 10% Owner
Discretionary Buy
2025-11-28
$10,000,000Whale
|
||||||
| NONE |
KKR Asset-Based Income Fund
|
10% Owner
Discretionary Buy
|
2025-11-28 | $10,000,000Whale | P | Form 4 |
|
NONE
P
GoldenTree Opportunistic Credit Fund
GOLDENTREE ASSET MANAGEMENT LP
• 10% Owner
Discretionary BuyΔOwn +15.1%
2025-11-28
$20,000,000MEGA
|
||||||
| NONE |
GoldenTree Opportunistic Credit Fund
|
10% Owner
Discretionary BuyΔOwn +15.1%
|
2025-11-28 | $20,000,000MEGA | P | Form 4 |
|
NONE
P
West Bay BDC LLC
Qatar Investment Authority
• 10% Owner
Discretionary BuyΔOwn +35.1%
2025-11-26
$45,000,000MEGA
|
||||||
| NONE |
West Bay BDC LLC
|
10% Owner
Discretionary BuyΔOwn +35.1%
|
2025-11-26 | $45,000,000MEGA | P | Form 4 |
|
NONE
P
HarbourVest Private Investments Fund
HarbourVest Partners L.P.
• 10% Owner
Discretionary Buy
2025-11-26
$150,000
|
||||||
| NONE |
HarbourVest Private Investments Fund
|
10% Owner
Discretionary Buy
|
2025-11-26 | $150,000 | P | Form 4 |
|
NONE
P
Fidelity Private Credit Fund
Gannon Robert T.
• President
Discretionary BuyΔOwn +13.4%
2025-11-26
$5,499
|
||||||
| NONE |
Fidelity Private Credit Fund
|
President
Discretionary BuyΔOwn +13.4%
|
2025-11-26 | $5,499 | P | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Director
Other
|
2025-11-26 | $24,964 | M | Form 4 |
|
NONE
P
STANDARD PREMIUM FINANCE HOLDINGS, INC.
Hoechner Carl Christian
• Director
Discretionary Buy
2025-11-25
$195
|
||||||
| NONE |
STANDARD PREMIUM FINANCE HOLDINGS, INC.
|
Director
Discretionary Buy
|
2025-11-25 | $195 | P | Form 4 |
|
NONE
P
HL Scope RIC LLC
HAMILTON LANE ADVISORS LLC
• 10% Owner
Discretionary Buy
2025-11-25
$6,900,497Whale
|
||||||
| NONE |
HL Scope RIC LLC
|
10% Owner
Discretionary Buy
|
2025-11-25 | $6,900,497Whale | P | Form 4 |
|
NONE
P
Audax Private Credit Fund, LLC
Audax Private Credit Business, LP
• 10% Owner
Discretionary Buy
2025-11-24
$10,040,925MEGA
|
||||||
| NONE |
Audax Private Credit Fund, LLC
|
10% Owner
Discretionary Buy
|
2025-11-24 | $10,040,925MEGA | P | Form 4 |
|
NONE
P
Audax Private Credit Fund, LLC
Audax Private Credit Business, LP
• 10% Owner
Discretionary Buy
2025-11-24
$300,000
|
||||||
| NONE |
Audax Private Credit Fund, LLC
|
10% Owner
Discretionary Buy
|
2025-11-24 | $300,000 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-11-21
$461
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2025-11-21 | $461 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Deitrich Jeffrey
• Director
Discretionary BuyΔOwn +35.2%
2025-11-21
$30,000
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary BuyΔOwn +35.2%
|
2025-11-21 | $30,000 | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
BCRED X HOLDINGS LLC
• 10% Owner
Discretionary Buy
2025-11-21
$5,000,000Large
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary Buy
|
2025-11-21 | $5,000,000Large | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-11-21
$39
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2025-11-21 | $39 | P | Form 4 |
|
NONE
P
Apollo Origination II (UL) Capital Trust
Apollo Principal Holdings B GP, LLC
• 10% Owner
Discretionary Buy
2025-11-21
$30,000,000MEGA
|
||||||
| NONE |
Apollo Origination II (UL) Capital Trust
|
10% Owner
Discretionary Buy
|
2025-11-21 | $30,000,000MEGA | P | Form 4 |
|
NONE
P
Apollo Origination II (Levered) Capital Trust
Apollo Principal Holdings B GP, LLC
• 10% Owner
Discretionary Buy
2025-11-21
$30,000,000MEGA
|
||||||
| NONE |
Apollo Origination II (Levered) Capital Trust
|
10% Owner
Discretionary Buy
|
2025-11-21 | $30,000,000MEGA | P | Form 4 |
|
NONE
P
VISTA CREDIT STRATEGIC LENDING CORP.
INTERCORP PERU LTD
• 10% Owner
Discretionary Buy
2025-11-21
$174,989
|
||||||
| NONE |
VISTA CREDIT STRATEGIC LENDING CORP.
|
10% Owner
Discretionary Buy
|
2025-11-21 | $174,989 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2025-11-21
$791
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2025-11-21 | $791 | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
Discretionary Buy
2025-11-21
$5,000,000Large
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary Buy
|
2025-11-21 | $5,000,000Large | P | Form 4 |
|
NONE
P
Fundrise Growth Tech Fund, LLC
Deitrich Jeffrey
• Director
Discretionary BuyΔOwn +20.4%
2025-11-21
$50,000
|
||||||
| NONE |
Fundrise Growth Tech Fund, LLC
|
Director
Discretionary BuyΔOwn +20.4%
|
2025-11-21 | $50,000 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2025-11-21
$209
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2025-11-21 | $209 | P | Form 4 |
|
NONE
P
Apollo Realty Income Solutions, Inc.
AAA Sub Fund 2-Y, L.P.
• 10% Owner
Discretionary Buy
2025-11-20
$530,653
|
||||||
| NONE |
Apollo Realty Income Solutions, Inc.
|
10% Owner
Discretionary Buy
|
2025-11-20 | $530,653 | P | Form 4 |
| NONE |
Willow Tree Capital Corp
|
10% Owner
Discretionary Buy
|
2025-11-19 | $869,186 | P | Form 4 |
|
NONE
S
MSD Investment Corp.
MSD CAPITAL, L.P.
• 10% Owner
Discretionary Sell
2025-11-19
$34,745,118MEGA
|
||||||
| NONE |
MSD Investment Corp.
|
10% Owner
Discretionary Sell
|
2025-11-19 | $34,745,118MEGA | S | Form 4 |
|
NONE
P
Keenova Therapeutics plc
Silver Point Capital L.P.
• 10% Owner
Discretionary Buy
2025-11-19
$3,732,750Large
|
||||||
| NONE |
Keenova Therapeutics plc
|
10% Owner
Discretionary Buy
|
2025-11-19 | $3,732,750Large | P | Form 4 |
|
NONE
P
STANDARD PREMIUM FINANCE HOLDINGS, INC.
Hoechner Carl Christian
• Director
Discretionary Buy
2025-11-18
$225
|
||||||
| NONE |
STANDARD PREMIUM FINANCE HOLDINGS, INC.
|
Director
Discretionary Buy
|
2025-11-18 | $225 | P | Form 4 |
|
NONE
P
TCW Private Asset Income Fund
Apollo Principal Holdings B GP, LLC
• 10% Owner
Discretionary BuyΔOwn +100.0%
2025-11-18
$50,000,000MEGA
|
||||||
| NONE |
TCW Private Asset Income Fund
|
10% Owner
Discretionary BuyΔOwn +100.0%
|
2025-11-18 | $50,000,000MEGA | P | Form 4 |
|
NONE
P
Keenova Therapeutics plc
Silver Point Capital L.P.
• 10% Owner
Discretionary Buy
2025-11-17
$2,310,750Large
|
||||||
| NONE |
Keenova Therapeutics plc
|
10% Owner
Discretionary Buy
|
2025-11-17 | $2,310,750Large | P | Form 4 |
| NONE |
TCW Private Asset Income Fund
|
Director
Discretionary Buy
|
2025-11-17 | $12,888 | P | Form 4 |
| NONE |
Diameter Credit Co
|
CEO
Discretionary BuyΔOwn +10.8%
|
2025-11-14 | $80,000 | P | Form 4 |
| NONE |
Diameter Credit Co
|
CFO
Discretionary Buy
|
2025-11-14 | $12,000 | P | Form 4 |
| NONE |
Diameter Credit Co
|
CEO
Discretionary BuyΔOwn +10.8%
|
2025-11-14 | $80,000 | P | Form 4 |
|
NONE
P
Diameter Credit Co
Lewinsohn Jonathan
• Director
Discretionary BuyΔOwn +10.7%
2025-11-14
$800,002
|
||||||
| NONE |
Diameter Credit Co
|
Director
Discretionary BuyΔOwn +10.7%
|
2025-11-14 | $800,002 | P | Form 4 |
|
NONE
P
Diameter Credit Co
Lewinsohn Jonathan
• Director
Discretionary BuyΔOwn +10.8%
2025-11-14
$820,001
|
||||||
| NONE |
Diameter Credit Co
|
Director
Discretionary BuyΔOwn +10.8%
|
2025-11-14 | $820,001 | P | Form 4 |
|
NONE
P
Diameter Credit Co
Apollo Principal Holdings B, L.P.
• 10% Owner
Discretionary BuyΔOwn +10.7%
2025-11-14
$28,000,050MEGA
|
||||||
| NONE |
Diameter Credit Co
|
10% Owner
Discretionary BuyΔOwn +10.7%
|
2025-11-14 | $28,000,050MEGA | P | Form 4 |
|
NONE
M
DAVEY TREE EXPERT CO
Sears Thea R.
• Officer • Senior VP and Controller
Other
2025-11-13
$38,720
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • Senior VP and Controller
Other
|
2025-11-13 | $38,720 | M | Form 4 |
|
NONE
S
DAVEY TREE EXPERT CO
DAY JOSEPH EDWARD III
• Other
Discretionary SellΔOwn -13.5%
2025-11-13
$1,320,186Large
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Other
Discretionary SellΔOwn -13.5%
|
2025-11-13 | $1,320,186Large | S | Form 4 |
|
NONE
S
DAVEY TREE EXPERT CO
Sears Thea R.
• Officer • Senior VP and Controller
Discretionary Sell
2025-11-13
$128,546
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • Senior VP and Controller
Discretionary Sell
|
2025-11-13 | $128,546 | S | Form 4 |
|
NONE
M
DAVEY TREE EXPERT CO
Sears Thea R.
• Officer • Senior VP and Controller
Other
2025-11-13
$35,992
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • Senior VP and Controller
Other
|
2025-11-13 | $35,992 | M | Form 4 |
|
NONE
M
DAVEY TREE EXPERT CO
Sears Thea R.
• Officer • Senior VP and Controller
Other
2025-11-13
$53,843
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • Senior VP and Controller
Other
|
2025-11-13 | $53,843 | M | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2025-11-12
$396
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2025-11-12 | $396 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2025-11-12
$104
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2025-11-12 | $104 | P | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Director
Other
|
2025-11-12 | $790,000 | M | Form 4 |
|
NONE
P
TCW Private Asset Income Fund
ROONEY ROBERT GERALD
• Director
Discretionary Buy
2025-11-10
$112,952
|
||||||
| NONE |
TCW Private Asset Income Fund
|
Director
Discretionary Buy
|
2025-11-10 | $112,952 | P | Form 4 |
| NONE |
PUBLIX SUPER MARKETS INC
|
Director
Discretionary Buy
|
2025-11-10 | $4,080 | P | Form 4 |
|
NONE
P
Keenova Therapeutics plc
Silver Point Capital L.P.
• 10% Owner
Discretionary Buy
2025-11-10
$27,187,500MEGA
|
||||||
| NONE |
Keenova Therapeutics plc
|
10% Owner
Discretionary Buy
|
2025-11-10 | $27,187,500MEGA | P | Form 4 |
|
NONE
P
TCW Private Asset Income Fund
ROONEY ROBERT GERALD
• Director
Discretionary BuyΔOwn +248.9%
2025-11-10
$281,110
|
||||||
| NONE |
TCW Private Asset Income Fund
|
Director
Discretionary BuyΔOwn +248.9%
|
2025-11-10 | $281,110 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-11-07
$51
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2025-11-07 | $51 | P | Form 4 |
|
NONE
P
Fundrise Growth Tech Fund, LLC
Hall Bjorn
• Officer • Secretary and CCO
Discretionary Buy
2025-11-07
$1,000
|
||||||
| NONE |
Fundrise Growth Tech Fund, LLC
|
Officer • Secretary and CCO
Discretionary Buy
|
2025-11-07 | $1,000 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-11-07
$449
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2025-11-07 | $449 | P | Form 4 |
|
NONE
P
New Mountain Guardian IV Income Fund, L.L.C.
Caisse de retraite d'Hydro-Quebec
• 10% Owner
Discretionary BuyΔOwn +14.5%
2025-11-04
$12,000,000MEGA
|
||||||
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary BuyΔOwn +14.5%
|
2025-11-04 | $12,000,000MEGA | P | Form 4 |
|
NONE
P
New Mountain Guardian IV Income Fund, L.L.C.
Discretionary BuyΔOwn +14.5%
2025-11-04
$36,000,000MEGA
|
||||||
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary BuyΔOwn +14.5%
|
2025-11-04 | $36,000,000MEGA | P | Form 4 |
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary BuyΔOwn +14.5%
|
2025-11-04 | $8,400,000Whale | P | Form 4 |
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary BuyΔOwn +14.5%
|
2025-11-04 | $780,000 | P | Form 4 |
| NONE |
PGIM Credit Income Fund
|
Director
Discretionary Buy
|
2025-11-03 | $63,000 | P | Form 4 |
|
NONE
P
Pomona Investment Fund
Stephens John Charles
• Officer • Secretary
Discretionary BuyΔOwn +56.6%
2025-11-03
$115,110
|
||||||
| NONE |
Pomona Investment Fund
|
Officer • Secretary
Discretionary BuyΔOwn +56.6%
|
2025-11-03 | $115,110 | P | Form 4 |
|
NONE
P
Pomona Investment Fund
JANIS FRANCES
• Officer • Treasurer and PFO
Discretionary BuyΔOwn +55.9%
2025-11-03
$136,214
|
||||||
| NONE |
Pomona Investment Fund
|
Officer • Treasurer and PFO
Discretionary BuyΔOwn +55.9%
|
2025-11-03 | $136,214 | P | Form 4 |
|
NONE
P
Pomona Investment Fund
GRANOFF MICHAEL D
• President
Discretionary BuyΔOwn +56.3%
2025-11-03
$201,041
|
||||||
| NONE |
Pomona Investment Fund
|
President
Discretionary BuyΔOwn +56.3%
|
2025-11-03 | $201,041 | P | Form 4 |
| NONE |
RoboStrategy, Inc.
|
Director
Discretionary Buy
|
2025-11-01 | $4,000,000Large | P | Form 4 |
| NONE |
RoboStrategy, Inc.
|
Director
Discretionary Buy
|
2025-11-01 | $100,000 | P | Form 4 |
|
NONE
S
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
DEARBORN CAPITAL MANAGEMENT LLC
• Other
Discretionary SellΔOwn -46.2%
2025-10-31
$10,000
|
||||||
| NONE |
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
|
Other
Discretionary SellΔOwn -46.2%
|
2025-10-31 | $10,000 | S | Form 4 |
|
NONE
M
DAVEY TREE EXPERT CO
Davis Anna Christine
• Officer • Sr VP of Human Resources
Other
2025-10-31
$8,180
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • Sr VP of Human Resources
Other
|
2025-10-31 | $8,180 | M | Form 4 |
|
NONE
S
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
KAVANAGH DAVID M
• Other
Discretionary SellΔOwn -46.2%
2025-10-31
$90,000
|
||||||
| NONE |
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
|
Other
Discretionary SellΔOwn -46.2%
|
2025-10-31 | $90,000 | S | Form 4 |
|
NONE
S
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
KAVANAGH DAVID M
• Other
Discretionary SellΔOwn -46.2%
2025-10-31
$10,000
|
||||||
| NONE |
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
|
Other
Discretionary SellΔOwn -46.2%
|
2025-10-31 | $10,000 | S | Form 4 |
|
NONE
S
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
KAVANAGH DAVID M
• Other
Discretionary SellΔOwn -46.8%
2025-10-31
$90,000
|
||||||
| NONE |
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
|
Other
Discretionary SellΔOwn -46.8%
|
2025-10-31 | $90,000 | S | Form 4 |
|
NONE
S
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
KAVANAGH DAVID M
• Other
Discretionary SellΔOwn -46.8%
2025-10-31
$10,000
|
||||||
| NONE |
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
|
Other
Discretionary SellΔOwn -46.8%
|
2025-10-31 | $10,000 | S | Form 4 |
|
NONE
S
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
DEARBORN CAPITAL MANAGEMENT LLC
• Other
Discretionary SellΔOwn -46.2%
2025-10-31
$90,000
|
||||||
| NONE |
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
|
Other
Discretionary SellΔOwn -46.2%
|
2025-10-31 | $90,000 | S | Form 4 |
|
NONE
S
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
DEARBORN CAPITAL MANAGEMENT LLC
• Other
Discretionary SellΔOwn -46.8%
2025-10-31
$90,000
|
||||||
| NONE |
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
|
Other
Discretionary SellΔOwn -46.8%
|
2025-10-31 | $90,000 | S | Form 4 |
|
NONE
S
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
DEARBORN CAPITAL MANAGEMENT LLC
• Other
Discretionary SellΔOwn -46.8%
2025-10-31
$10,000
|
||||||
| NONE |
GRANT PARK FUTURES FUND LIMITED PARTNERSHIP
|
Other
Discretionary SellΔOwn -46.8%
|
2025-10-31 | $10,000 | S | Form 4 |
| NONE |
Nuveen Global Cities REIT, Inc.
|
10% Owner
Discretionary Sell
|
2025-10-31 | $5,000,000Whale | S | Form 4 |
|
NONE
P
JPMorgan Private Markets Fund
Correale Erin M.
• Officer • Chief Compliance Officer
Discretionary Buy
2025-10-30
$49,988
|
||||||
| NONE |
JPMorgan Private Markets Fund
|
Officer • Chief Compliance Officer
Discretionary Buy
|
2025-10-30 | $49,988 | P | Form 4 |
|
NONE
S
JPMorgan Private Markets Fund
J.P. Morgan Investment Management Inc.
• 10% Owner
Discretionary SellΔOwn -27.5%
2025-10-30
$20,000,000MEGA
|
||||||
| NONE |
JPMorgan Private Markets Fund
|
10% Owner
Discretionary SellΔOwn -27.5%
|
2025-10-30 | $20,000,000MEGA | S | Form 4 |
|
NONE
P
ALLIANCEBERNSTEIN L.P.
Equitable Holdings, Inc.
• 10% Owner
Discretionary Buy
2025-10-30
$388,097
|
||||||
| NONE |
ALLIANCEBERNSTEIN L.P.
|
10% Owner
Discretionary Buy
|
2025-10-30 | $388,097 | P | Form 4 |
|
NONE
P
ALLIANCEBERNSTEIN L.P.
Equitable Holdings, Inc.
• 10% Owner
Discretionary Buy
2025-10-30
$582,146
|
||||||
| NONE |
ALLIANCEBERNSTEIN L.P.
|
10% Owner
Discretionary Buy
|
2025-10-30 | $582,146 | P | Form 4 |
|
NONE
P
ALLIANCEBERNSTEIN L.P.
Equitable Holdings, Inc.
• 10% Owner
Discretionary Buy
2025-10-30
$1,940,485Large
|
||||||
| NONE |
ALLIANCEBERNSTEIN L.P.
|
10% Owner
Discretionary Buy
|
2025-10-30 | $1,940,485Large | P | Form 4 |
|
NONE
P
NB Asset-Based Credit Fund
Neuberger Berman Group LLC
• 10% Owner
Discretionary Buy
2025-10-28
$2,000,000Large
|
||||||
| NONE |
NB Asset-Based Credit Fund
|
10% Owner
Discretionary Buy
|
2025-10-28 | $2,000,000Large | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2025-10-24
$46
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2025-10-24 | $46 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2025-10-24
$454
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2025-10-24 | $454 | P | Form 4 |
| NONE |
Lafayette Square USA, Inc.
|
CEO
Discretionary Buy
|
2025-10-23 | $100,000 | P | Form 4 |
|
NONE
P
Fortress Private Lending Fund
Dillard Michael E.
• Director
Discretionary Buy
2025-10-23
$499,997
|
||||||
| NONE |
Fortress Private Lending Fund
|
Director
Discretionary Buy
|
2025-10-23 | $499,997 | P | Form 4 |
|
NONE
P
Fortress Private Lending Fund
Patel Amit Ramanlal
• Director
Discretionary Buy
2025-10-23
$49,987
|
||||||
| NONE |
Fortress Private Lending Fund
|
Director
Discretionary Buy
|
2025-10-23 | $49,987 | P | Form 4 |
|
NONE
P
HarbourVest Private Investments Fund
HarbourVest Partners L.P.
• 10% Owner
Discretionary Buy
2025-10-23
$200,000
|
||||||
| NONE |
HarbourVest Private Investments Fund
|
10% Owner
Discretionary Buy
|
2025-10-23 | $200,000 | P | Form 4 |
|
NONE
P
Lafayette Square USA, Inc.
Daniele Philip
• Officer • Chief Risk Officer
Discretionary Buy
2025-10-23
$50,000
|
||||||
| NONE |
Lafayette Square USA, Inc.
|
Officer • Chief Risk Officer
Discretionary Buy
|
2025-10-23 | $50,000 | P | Form 4 |
|
NONE
P
Senior Credit Investments, LLC
Abu Dhabi Investment Authority
• 10% Owner
Discretionary BuyΔOwn +18.6%
2025-10-22
$32,500,000MEGA
|
||||||
| NONE |
Senior Credit Investments, LLC
|
10% Owner
Discretionary BuyΔOwn +18.6%
|
2025-10-22 | $32,500,000MEGA | P | Form 4 |
|
NONE
P
Blackstone Private Equity Strategies Fund L.P.
KATZKE SUSAN ROTH
• Director
Discretionary BuyΔOwn +14.2%
2025-10-22
$50,000
|
||||||
| NONE |
Blackstone Private Equity Strategies Fund L.P.
|
Director
Discretionary BuyΔOwn +14.2%
|
2025-10-22 | $50,000 | P | Form 4 |
| NONE |
TCW Private Asset Income Fund
|
Director
Discretionary Buy
|
2025-10-22 | $15,281 | P | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Director
Discretionary Buy
|
2025-10-22 | $5,056 | P | Form 4 |
|
NONE
P
Blackstone Infrastructure Strategies L.P.
KATZKE SUSAN ROTH
• Director
Discretionary Buy
2025-10-22
$250,000
|
||||||
| NONE |
Blackstone Infrastructure Strategies L.P.
|
Director
Discretionary Buy
|
2025-10-22 | $250,000 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
10% Owner
Discretionary Buy
|
2025-10-22 | $60,000 | P | Form 4 |
| NONE |
WILSON BANK HOLDING CO
|
Officer • EVP
Discretionary Buy
|
2025-10-22 | $316 | P | Form 4 |
|
NONE
P
Jefferies Credit Partners BDC Inc.
Abu Dhabi Investment Authority
• 10% Owner
Discretionary BuyΔOwn +28.4%
2025-10-22
$80,000,055MEGA
|
||||||
| NONE |
Jefferies Credit Partners BDC Inc.
|
10% Owner
Discretionary BuyΔOwn +28.4%
|
2025-10-22 | $80,000,055MEGA | P | Form 4 |
|
NONE
P
Copper Property CTL Pass Through Trust
Silver Point Capital L.P.
• 10% Owner
Discretionary Buy
2025-10-21
$2,430,000Large
|
||||||
| NONE |
Copper Property CTL Pass Through Trust
|
10% Owner
Discretionary Buy
|
2025-10-21 | $2,430,000Large | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
Discretionary BuyΔOwn +115.0%
2025-10-21
$222,500,000MEGA
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary BuyΔOwn +115.0%
|
2025-10-21 | $222,500,000MEGA | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
Discretionary BuyΔOwn +16.4%
2025-10-21
$17,500,000MEGA
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary BuyΔOwn +16.4%
|
2025-10-21 | $17,500,000MEGA | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
BCRED X HOLDINGS LLC
• 10% Owner
Discretionary BuyΔOwn +115.0%
2025-10-21
$222,500,000MEGA
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary BuyΔOwn +115.0%
|
2025-10-21 | $222,500,000MEGA | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
BCRED X HOLDINGS LLC
• 10% Owner
Discretionary BuyΔOwn +16.4%
2025-10-21
$17,500,000MEGA
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary BuyΔOwn +16.4%
|
2025-10-21 | $17,500,000MEGA | P | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Discretionary Sell
|
2025-10-21 | $326,247 | S | Form 4 |
|
NONE
P
VISTA CREDIT STRATEGIC LENDING CORP.
INTERCORP PERU LTD
• 10% Owner
Discretionary Buy
2025-10-21
$139,998
|
||||||
| NONE |
VISTA CREDIT STRATEGIC LENDING CORP.
|
10% Owner
Discretionary Buy
|
2025-10-21 | $139,998 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2025-10-21
$205
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2025-10-21 | $205 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-10-21
$456
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2025-10-21 | $456 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-10-21
$44
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2025-10-21 | $44 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2025-10-21
$795
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2025-10-21 | $795 | P | Form 4 |
|
NONE
P
Copper Property CTL Pass Through Trust
Silver Point Capital L.P.
• 10% Owner
Discretionary Buy
2025-10-21
$4,136,023Large
|
||||||
| NONE |
Copper Property CTL Pass Through Trust
|
10% Owner
Discretionary Buy
|
2025-10-21 | $4,136,023Large | P | Form 4 |
|
NONE
P
Diameter Credit Co
Apollo Principal Holdings B, L.P.
• 10% Owner
Discretionary BuyΔOwn +10.5%
2025-10-20
$24,499,956MEGA
|
||||||
| NONE |
Diameter Credit Co
|
10% Owner
Discretionary BuyΔOwn +10.5%
|
2025-10-20 | $24,499,956MEGA | P | Form 4 |
| NONE |
Diameter Credit Co
|
CFO
Discretionary Buy
|
2025-10-20 | $10,500 | P | Form 4 |
|
NONE
P
Diameter Credit Co
Lewinsohn Jonathan
• Director
Discretionary BuyΔOwn +10.5%
2025-10-20
$717,499
|
||||||
| NONE |
Diameter Credit Co
|
Director
Discretionary BuyΔOwn +10.5%
|
2025-10-20 | $717,499 | P | Form 4 |
|
NONE
P
Diameter Credit Co
Lewinsohn Jonathan
• Director
Discretionary BuyΔOwn +10.4%
2025-10-20
$699,999
|
||||||
| NONE |
Diameter Credit Co
|
Director
Discretionary BuyΔOwn +10.4%
|
2025-10-20 | $699,999 | P | Form 4 |
| NONE |
Diameter Credit Co
|
CEO
Discretionary BuyΔOwn +10.5%
|
2025-10-20 | $70,000 | P | Form 4 |
| NONE |
Diameter Credit Co
|
CEO
Discretionary BuyΔOwn +10.5%
|
2025-10-20 | $70,000 | P | Form 4 |
|
NONE
P
Apollo Realty Income Solutions, Inc.
AAA Sub Fund 2-Y, L.P.
• 10% Owner
Discretionary Buy
2025-10-20
$528,336
|
||||||
| NONE |
Apollo Realty Income Solutions, Inc.
|
10% Owner
Discretionary Buy
|
2025-10-20 | $528,336 | P | Form 4 |
|
NONE
P
NB Asset-Based Credit Fund
Neuberger Berman Group LLC
• 10% Owner
Discretionary Buy
2025-10-20
$1,000,000Large
|
||||||
| NONE |
NB Asset-Based Credit Fund
|
10% Owner
Discretionary Buy
|
2025-10-20 | $1,000,000Large | P | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $35,200 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $32,720 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $45,980 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $49,080 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $38,200 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $35,200 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $38,296 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $45,980 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $38,296 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $38,200 | M | Form 4 |
|
NONE
P
Copper Property CTL Pass Through Trust
Silver Point Capital L.P.
• 10% Owner
Discretionary Buy
2025-10-17
$1,894,706Large
|
||||||
| NONE |
Copper Property CTL Pass Through Trust
|
10% Owner
Discretionary Buy
|
2025-10-17 | $1,894,706Large | P | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-17 | $17,231 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-16 | $38,720 | M | Form 4 |
|
NONE
S
DAVEY TREE EXPERT CO
HOUSTON JAMES C
• Other
Discretionary SellΔOwn -29.1%
2025-10-16
$709,767
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Other
Discretionary SellΔOwn -29.1%
|
2025-10-16 | $709,767 | S | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Discretionary Sell
|
2025-10-16 | $190,510 | S | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-16 | $83,066 | M | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Other
Other
|
2025-10-16 | $68,712 | M | Form 4 |
| NONE |
Sterling Real Estate Trust
|
President
Discretionary Buy
|
2025-10-15 | $512 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
Other
Discretionary Buy
|
2025-10-15 | $24,352 | P | Form 4 |
|
NONE
P
Sterling Real Estate Trust
Swenson Luke B.
• Officer • CHIEF INVESTMENT OFFICER
Discretionary Buy
2025-10-15
$300
|
||||||
| NONE |
Sterling Real Estate Trust
|
Officer • CHIEF INVESTMENT OFFICER
Discretionary Buy
|
2025-10-15 | $300 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
President
Discretionary Buy
|
2025-10-15 | $300 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
President
Discretionary Buy
|
2025-10-15 | $10,000 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
President
Discretionary Buy
|
2025-10-15 | $380 | P | Form 4 |
|
NONE
P
Sterling Real Estate Trust
Perkins David F.
• President
Discretionary BuyΔOwn +39.0%
2025-10-15
$25,000
|
||||||
| NONE |
Sterling Real Estate Trust
|
President
Discretionary BuyΔOwn +39.0%
|
2025-10-15 | $25,000 | P | Form 4 |
|
NONE
P
Sterling Real Estate Trust
Swenson Luke B.
• Officer • CHIEF INVESTMENT OFFICER
Discretionary Buy
2025-10-15
$500
|
||||||
| NONE |
Sterling Real Estate Trust
|
Officer • CHIEF INVESTMENT OFFICER
Discretionary Buy
|
2025-10-15 | $500 | P | Form 4 |
| NONE |
Sterling Real Estate Trust
|
Other
Discretionary Buy
|
2025-10-15 | $50,000 | P | Form 4 |
|
NONE
P
NB Asset-Based Credit Fund
Neuberger Berman Group LLC
• 10% Owner
Discretionary Buy
2025-10-14
$1,500,000Large
|
||||||
| NONE |
NB Asset-Based Credit Fund
|
10% Owner
Discretionary Buy
|
2025-10-14 | $1,500,000Large | P | Form 4 |
|
NONE
M
DAVEY TREE EXPERT CO
HOUSTON JAMES C
• Officer • VP & GM, Residential & Commerc
Other
2025-10-10
$38,720
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • VP & GM, Residential & Commerc
Other
|
2025-10-10 | $38,720 | M | Form 4 |
| NONE |
BBR ALO Fund, LLC
|
Other
Discretionary SellΔOwn -15.4%
|
2025-10-10 | $250,000 | S | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Miller Benjamin S.
• President
Discretionary Buy
2025-10-10
$302
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
President
Discretionary Buy
|
2025-10-10 | $302 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Jenkins Brandon T.
• Other
Discretionary Buy
2025-10-10
$25
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2025-10-10 | $25 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2025-10-10
$35
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2025-10-10 | $35 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2025-10-10
$85
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2025-10-10 | $85 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2025-10-10
$46
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2025-10-10 | $46 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-10-10
$145
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2025-10-10 | $145 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2025-10-10
$94
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2025-10-10 | $94 | P | Form 4 |
| NONE |
Fundrise Growth Tech Fund, LLC
|
Director
Discretionary Buy
|
2025-10-10 | $196 | P | Form 4 |
|
NONE
P
Fundrise Growth Tech Fund, LLC
Hall Bjorn
• Officer • Secretary and CCO
Discretionary Buy
2025-10-10
$237
|
||||||
| NONE |
Fundrise Growth Tech Fund, LLC
|
Officer • Secretary and CCO
Discretionary Buy
|
2025-10-10 | $237 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2025-10-10
$150
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2025-10-10 | $150 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Starr Gayle P
• Director
Discretionary Buy
2025-10-10
$415
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2025-10-10 | $415 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-10-10
$16
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2025-10-10 | $16 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2025-10-10
$49
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2025-10-10 | $49 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2025-10-10
$407
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2025-10-10 | $407 | P | Form 4 |
|
NONE
M
DAVEY TREE EXPERT CO
SCHOENBERGER ERIKA J.
• Officer • General Counsel, Sr VP, Secy
Other
2025-10-10
$6,878
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • General Counsel, Sr VP, Secy
Other
|
2025-10-10 | $6,878 | M | Form 4 |
|
NONE
M
DAVEY TREE EXPERT CO
HOUSTON JAMES C
• Officer • VP & GM, Residential & Commerc
Other
2025-10-10
$27,485
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • VP & GM, Residential & Commerc
Other
|
2025-10-10 | $27,485 | M | Form 4 |
|
NONE
M
DAVEY TREE EXPERT CO
HOUSTON JAMES C
• Officer • VP & GM, Residential & Commerc
Other
2025-10-10
$80,163
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • VP & GM, Residential & Commerc
Other
|
2025-10-10 | $80,163 | M | Form 4 |
|
NONE
S
DAVEY TREE EXPERT CO
HOUSTON JAMES C
• Officer • VP & GM, Residential & Commerc
Discretionary Sell
2025-10-10
$146,370
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • VP & GM, Residential & Commerc
Discretionary Sell
|
2025-10-10 | $146,370 | S | Form 4 |
|
NONE
S
DAVEY TREE EXPERT CO
SCHOENBERGER ERIKA J.
• Officer • General Counsel, Sr VP, Secy
Discretionary Sell
2025-10-09
$100,011
|
||||||
| NONE |
DAVEY TREE EXPERT CO
|
Officer • General Counsel, Sr VP, Secy
Discretionary Sell
|
2025-10-09 | $100,011 | S | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-10-07
$399
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2025-10-07 | $399 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-10-07
$101
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2025-10-07 | $101 | P | Form 4 |
|
NONE
P
Fundrise Growth Tech Fund, LLC
Hall Bjorn
• Officer • Secretary and CCO
Discretionary Buy
2025-10-07
$1,000
|
||||||
| NONE |
Fundrise Growth Tech Fund, LLC
|
Officer • Secretary and CCO
Discretionary Buy
|
2025-10-07 | $1,000 | P | Form 4 |
|
NONE
P
ISQ Open Infrastructure Co LLC
Lee William D.
• Director
Discretionary Buy
2025-10-01
$15,497
|
||||||
| NONE |
ISQ Open Infrastructure Co LLC
|
Director
Discretionary Buy
|
2025-10-01 | $15,497 | P | Form 4 |
| NONE |
BBR ALO Fund, LLC
|
Director
Discretionary Buy
|
2025-10-01 | $5,000 | P | Form 4 |
|
NONE
P
ISQ Open Infrastructure Co LLC
Miller Trisha A
• Director
Discretionary Buy
2025-10-01
$15,497
|
||||||
| NONE |
ISQ Open Infrastructure Co LLC
|
Director
Discretionary Buy
|
2025-10-01 | $15,497 | P | Form 4 |
|
NONE
P
ISQ Open Infrastructure Co LLC
Olson Terrence W.
• Director
Discretionary Buy
2025-10-01
$15,497
|
||||||
| NONE |
ISQ Open Infrastructure Co LLC
|
Director
Discretionary Buy
|
2025-10-01 | $15,497 | P | Form 4 |
|
NONE
P
Private Debt & Income Fund
Deits Brett
• Other
Discretionary BuyΔOwn +15.3%
2025-10-01
$1,006,358Large
|
||||||
| NONE |
Private Debt & Income Fund
|
Other
Discretionary BuyΔOwn +15.3%
|
2025-10-01 | $1,006,358Large | P | Form 4 |
|
NONE
P
Lafayette Square USA, Inc.
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
• 10% Owner
Discretionary Buy
2025-09-30
$6,000,000Whale
|
||||||
| NONE |
Lafayette Square USA, Inc.
|
10% Owner
Discretionary Buy
|
2025-09-30 | $6,000,000Whale | P | Form 4 |
| NONE |
Nuveen Global Cities REIT, Inc.
|
10% Owner
Discretionary Sell
|
2025-09-30 | $20,000,000MEGA | S | Form 4 |
| NONE |
BBR ALO Fund, LLC
|
Other
Discretionary Sell
|
2025-09-30 | $83,846 | S | Form 4 |
| NONE |
BBR ALO Fund, LLC
|
CEO
Discretionary SellΔOwn -46.1%
|
2025-09-30 | $50,000 | S | Form 4 |
|
NONE
P
Lafayette Square USA, Inc.
Daniele Philip
• Officer • Chief Risk Officer
Discretionary Buy
2025-09-29
$30,000
|
||||||
| NONE |
Lafayette Square USA, Inc.
|
Officer • Chief Risk Officer
Discretionary Buy
|
2025-09-29 | $30,000 | P | Form 4 |
| NONE |
Palomino Laboratories Inc.
|
Officer • Chief Accounting Officer
Discretionary SellΔOwn -50.0%
|
2025-09-29 | $50,000 | S | Form 4 |
|
NONE
S
Palomino Laboratories Inc.
Denbaars Steven
• Director
Discretionary SellΔOwn -50.0%
2025-09-29
$150,000
|
||||||
| NONE |
Palomino Laboratories Inc.
|
Director
Discretionary SellΔOwn -50.0%
|
2025-09-29 | $150,000 | S | Form 4 |
|
NONE
S
Palomino Laboratories Inc.
Ogawa Richard
• Officer • Secretary
Discretionary SellΔOwn -50.0%
2025-09-29
$150,000
|
||||||
| NONE |
Palomino Laboratories Inc.
|
Officer • Secretary
Discretionary SellΔOwn -50.0%
|
2025-09-29 | $150,000 | S | Form 4 |
|
NONE
P
StepStone Private Equity Strategies Fund
Elio Michael Anthony
• Other
Discretionary Buy
2025-09-29
$2,000,000Large
|
||||||
| NONE |
StepStone Private Equity Strategies Fund
|
Other
Discretionary Buy
|
2025-09-29 | $2,000,000Large | P | Form 4 |
|
NONE
P
Blackstone Private Equity Strategies Fund (TE) L.P.
Vandecruze Grace
• Director
Discretionary Buy
2025-09-29
$500,000
|
||||||
| NONE |
Blackstone Private Equity Strategies Fund (TE) L.P.
|
Director
Discretionary Buy
|
2025-09-29 | $500,000 | P | Form 4 |
|
NONE
P
Blackstone Private Equity Strategies Fund L.P.
Vandecruze Grace
• Director
Discretionary Buy
2025-09-29
$495,499
|
||||||
| NONE |
Blackstone Private Equity Strategies Fund L.P.
|
Director
Discretionary Buy
|
2025-09-29 | $495,499 | P | Form 4 |
|
NONE
P
Blackstone Infrastructure Strategies L.P.
Vandecruze Grace
• Director
Discretionary Buy
2025-09-29
$497,441
|
||||||
| NONE |
Blackstone Infrastructure Strategies L.P.
|
Director
Discretionary Buy
|
2025-09-29 | $497,441 | P | Form 4 |
|
NONE
P
NB Asset-Based Credit Fund
Neuberger Berman Group LLC
• 10% Owner
Discretionary BuyΔOwn +23.1%
2025-09-29
$13,000,000MEGA
|
||||||
| NONE |
NB Asset-Based Credit Fund
|
10% Owner
Discretionary BuyΔOwn +23.1%
|
2025-09-29 | $13,000,000MEGA | P | Form 4 |
|
NONE
S
Palomino Laboratories Inc.
Shealy Jeffrey B.
• CEO
Discretionary SellΔOwn -15.2%
2025-09-29
$1,000,000
|
||||||
| NONE |
Palomino Laboratories Inc.
|
CEO
Discretionary SellΔOwn -15.2%
|
2025-09-29 | $1,000,000 | S | Form 4 |
|
NONE
P
Lafayette Square USA, Inc.
Stone Ileana
• Officer • Secretary
Discretionary Buy
2025-09-29
$3,600
|
||||||
| NONE |
Lafayette Square USA, Inc.
|
Officer • Secretary
Discretionary Buy
|
2025-09-29 | $3,600 | P | Form 4 |
| NONE |
Lafayette Square USA, Inc.
|
CEO
Discretionary Buy
|
2025-09-29 | $60,000 | P | Form 4 |
| NONE |
Lafayette Square USA, Inc.
|
CFO
Discretionary Buy
|
2025-09-29 | $3,000 | P | Form 4 |
|
NONE
P
PIMCO Asset-Based Lending Co LLC
Allianz Asset Management of America LLC
• 10% Owner
Discretionary BuyΔOwn +78.8%
2025-09-28
$11,970,046MEGA
|
||||||
| NONE |
PIMCO Asset-Based Lending Co LLC
|
10% Owner
Discretionary BuyΔOwn +78.8%
|
2025-09-28 | $11,970,046MEGA | P | Form 4 |
|
NONE
P
NC SLF Inc.
UAW Chrysler Retirees Medical Benefits Plan
• 10% Owner
Discretionary Buy
2025-09-26
$16,369,302MEGA
|
||||||
| NONE |
NC SLF Inc.
|
10% Owner
Discretionary Buy
|
2025-09-26 | $16,369,302MEGA | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2025-09-26
$458
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2025-09-26 | $458 | P | Form 4 |
| NONE |
NC SLF Inc.
|
Other
Discretionary Buy
|
2025-09-26 | $326,737 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Staloch Alison
• Officer • Treasurer
Discretionary Buy
2025-09-26
$42
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Officer • Treasurer
Discretionary Buy
|
2025-09-26 | $42 | P | Form 4 |
|
NONE
P
NC SLF Inc.
UAW Chrysler Retirees Medical Benefits Plan
• 10% Owner
Discretionary Buy
2025-09-26
$6,371,292Whale
|
||||||
| NONE |
NC SLF Inc.
|
10% Owner
Discretionary Buy
|
2025-09-26 | $6,371,292Whale | P | Form 4 |
|
NONE
P
NC SLF Inc.
UAW Chrysler Retirees Medical Benefits Plan
• 10% Owner
Discretionary Buy
2025-09-26
$9,932,673Whale
|
||||||
| NONE |
NC SLF Inc.
|
10% Owner
Discretionary Buy
|
2025-09-26 | $9,932,673Whale | P | Form 4 |
|
NONE
P
5C Lending Partners Corp.
LIBERTY MUTUAL HOLDING CO
• 10% Owner
Discretionary BuyΔOwn +61.7%
2025-09-25
$17,622,513MEGA
|
||||||
| NONE |
5C Lending Partners Corp.
|
10% Owner
Discretionary BuyΔOwn +61.7%
|
2025-09-25 | $17,622,513MEGA | P | Form 4 |
|
NONE
P
26North BDC, Inc.
Amwal Investments LLC
• 10% Owner
Discretionary BuyΔOwn +19.8%
2025-09-25
$12,498,666MEGA
|
||||||
| NONE |
26North BDC, Inc.
|
10% Owner
Discretionary BuyΔOwn +19.8%
|
2025-09-25 | $12,498,666MEGA | P | Form 4 |
|
NONE
P
5C Lending Partners Corp.
MSD CAPITAL, L.P.
• 10% Owner
Discretionary BuyΔOwn +61.7%
2025-09-25
$17,481,537MEGA
|
||||||
| NONE |
5C Lending Partners Corp.
|
10% Owner
Discretionary BuyΔOwn +61.7%
|
2025-09-25 | $17,481,537MEGA | P | Form 4 |
|
NONE
P
5C Lending Partners Corp.
LIBERTY MUTUAL HOLDING CO
• 10% Owner
Discretionary BuyΔOwn +61.7%
2025-09-25
$11,748,350MEGA
|
||||||
| NONE |
5C Lending Partners Corp.
|
10% Owner
Discretionary BuyΔOwn +61.7%
|
2025-09-25 | $11,748,350MEGA | P | Form 4 |
|
NONE
P
AGL Private Credit Income Fund
Abu Dhabi Investment Authority
• 10% Owner
Discretionary BuyΔOwn +33.0%
2025-09-24
$112,301,718MEGA
|
||||||
| NONE |
AGL Private Credit Income Fund
|
10% Owner
Discretionary BuyΔOwn +33.0%
|
2025-09-24 | $112,301,718MEGA | P | Form 4 |
|
NONE
P
AGL Private Credit Income Fund
Comer Wynne Richards
• Director
Discretionary BuyΔOwn +33.0%
2025-09-24
$112,301
|
||||||
| NONE |
AGL Private Credit Income Fund
|
Director
Discretionary BuyΔOwn +33.0%
|
2025-09-24 | $112,301 | P | Form 4 |
|
NONE
P
HarbourVest Private Investments Fund
HarbourVest Partners L.P.
• 10% Owner
Discretionary Buy
2025-09-24
$250,000
|
||||||
| NONE |
HarbourVest Private Investments Fund
|
10% Owner
Discretionary Buy
|
2025-09-24 | $250,000 | P | Form 4 |
|
NONE
P
AGL Private Credit Income Fund
Boswell Taylor
• CEO
Discretionary BuyΔOwn +33.0%
2025-09-24
$56,151
|
||||||
| NONE |
AGL Private Credit Income Fund
|
CEO
Discretionary BuyΔOwn +33.0%
|
2025-09-24 | $56,151 | P | Form 4 |
|
NONE
P
VISTA CREDIT STRATEGIC LENDING CORP.
INTERCORP PERU LTD
• 10% Owner
Discretionary Buy
2025-09-24
$395,025
|
||||||
| NONE |
VISTA CREDIT STRATEGIC LENDING CORP.
|
10% Owner
Discretionary Buy
|
2025-09-24 | $395,025 | P | Form 4 |
|
NONE
P
PGIM Private Credit Fund
Parker Stuart
• Officer • See remarks
Discretionary BuyΔOwn +168.8%
2025-09-23
$500,000
|
||||||
| NONE |
PGIM Private Credit Fund
|
Officer • See remarks
Discretionary BuyΔOwn +168.8%
|
2025-09-23 | $500,000 | P | Form 4 |
|
NONE
P
West Bay BDC LLC
Qatar Investment Authority
• 10% Owner
Discretionary BuyΔOwn +53.9%
2025-09-22
$45,000,000MEGA
|
||||||
| NONE |
West Bay BDC LLC
|
10% Owner
Discretionary BuyΔOwn +53.9%
|
2025-09-22 | $45,000,000MEGA | P | Form 4 |
|
NONE
P
West Bay BDC LLC
GSAM Holdings LLC
• Other
Discretionary BuyΔOwn +53.8%
2025-09-22
$1,349,998Large
|
||||||
| NONE |
West Bay BDC LLC
|
Other
Discretionary BuyΔOwn +53.8%
|
2025-09-22 | $1,349,998Large | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
BCRED X HOLDINGS LLC
• 10% Owner
Discretionary BuyΔOwn +39.4%
2025-09-22
$30,000,000MEGA
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary BuyΔOwn +39.4%
|
2025-09-22 | $30,000,000MEGA | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
BCRED X HOLDINGS LLC
• 10% Owner
Discretionary BuyΔOwn +22.3%
2025-09-22
$35,000,000MEGA
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary BuyΔOwn +22.3%
|
2025-09-22 | $35,000,000MEGA | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
Discretionary BuyΔOwn +39.4%
2025-09-22
$30,000,000MEGA
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary BuyΔOwn +39.4%
|
2025-09-22 | $30,000,000MEGA | P | Form 4 |
|
NONE
P
Blackstone Private Real Estate Credit & Income Fund
Discretionary BuyΔOwn +22.3%
2025-09-22
$35,000,000MEGA
|
||||||
| NONE |
Blackstone Private Real Estate Credit & Income Fund
|
10% Owner
Discretionary BuyΔOwn +22.3%
|
2025-09-22 | $35,000,000MEGA | P | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
CFO
Other
|
2025-09-19 | $1,014 | M | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2025-09-19
$782
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Director
Discretionary Buy
|
2025-09-19 | $782 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Monte Mark David
• Director
Discretionary Buy
2025-09-19
$218
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Director
Discretionary Buy
|
2025-09-19 | $218 | P | Form 4 |
|
NONE
P
Fundrise Real Estate Interval Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-09-19
$460
|
||||||
| NONE |
Fundrise Real Estate Interval Fund, LLC
|
Other
Discretionary Buy
|
2025-09-19 | $460 | P | Form 4 |
|
NONE
P
Fundrise Income Real Estate Fund, LLC
Booth Richard Whitaker
• Other
Discretionary Buy
2025-09-19
$40
|
||||||
| NONE |
Fundrise Income Real Estate Fund, LLC
|
Other
Discretionary Buy
|
2025-09-19 | $40 | P | Form 4 |
|
NONE
P
Apollo Realty Income Solutions, Inc.
AAA Sub Fund 2-Y, L.P.
• 10% Owner
Discretionary Buy
2025-09-19
$526,028
|
||||||
| NONE |
Apollo Realty Income Solutions, Inc.
|
10% Owner
Discretionary Buy
|
2025-09-19 | $526,028 | P | Form 4 |
| NONE |
DAVEY TREE EXPERT CO
|
Director
Other
|
2025-09-19 | $4,308 | M | Form 4 |
| NONE |
Diameter Credit Co
|
CFO
Discretionary BuyΔOwn +10.6%
|
2025-09-17 | $10,500 | P | Form 4 |
| NONE |
Diameter Credit Co
|
CEO
Discretionary BuyΔOwn +11.6%
|
2025-09-17 | $70,000 | P | Form 4 |
| NONE |
Diameter Credit Co
|
CEO
Discretionary BuyΔOwn +11.6%
|
2025-09-17 | $70,000 | P | Form 4 |
|
NONE
P
Diameter Credit Co
Lewinsohn Jonathan
• Director
Discretionary BuyΔOwn +11.4%
2025-09-17
$700,000
|
||||||
| NONE |
Diameter Credit Co
|
Director
Discretionary BuyΔOwn +11.4%
|
2025-09-17 | $700,000 | P | Form 4 |
|
NONE
P
Diameter Credit Co
Lewinsohn Jonathan
• Director
Discretionary BuyΔOwn +11.6%
2025-09-17
$717,500
|
||||||
| NONE |
Diameter Credit Co
|
Director
Discretionary BuyΔOwn +11.6%
|
2025-09-17 | $717,500 | P | Form 4 |
|
NONE
P
Diameter Credit Co
Apollo Principal Holdings B, L.P.
• 10% Owner
Discretionary BuyΔOwn +11.5%
2025-09-17
$24,499,992MEGA
|
||||||
| NONE |
Diameter Credit Co
|
10% Owner
Discretionary BuyΔOwn +11.5%
|
2025-09-17 | $24,499,992MEGA | P | Form 4 |
|
NONE
P
StepStone Private Equity Strategies Fund
SITTEMA THOMAS KENT
• Director
Discretionary BuyΔOwn +40.0%
2025-09-16
$400,000
|
||||||
| NONE |
StepStone Private Equity Strategies Fund
|
Director
Discretionary BuyΔOwn +40.0%
|
2025-09-16 | $400,000 | P | Form 4 |
|
NONE
P
New Mountain Guardian IV Income Fund, L.L.C.
Discretionary BuyΔOwn +10.7%
2025-09-16
$24,000,000MEGA
|
||||||
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary BuyΔOwn +10.7%
|
2025-09-16 | $24,000,000MEGA | P | Form 4 |
|
NONE
P
New Mountain Guardian IV BDC, L.L.C.
New Mountain Guardian IV Rated Feeder III, Ltd.
• 10% Owner
Discretionary Buy
2025-09-16
$16,645,700MEGA
|
||||||
| NONE |
New Mountain Guardian IV BDC, L.L.C.
|
10% Owner
Discretionary Buy
|
2025-09-16 | $16,645,700MEGA | P | Form 4 |
|
NONE
P
New Mountain Guardian IV BDC, L.L.C.
New Mountain Guardian IV Rated Feeder I, LTD
• 10% Owner
Discretionary Buy
2025-09-16
$16,500,000MEGA
|
||||||
| NONE |
New Mountain Guardian IV BDC, L.L.C.
|
10% Owner
Discretionary Buy
|
2025-09-16 | $16,500,000MEGA | P | Form 4 |
|
NONE
P
New Mountain Guardian IV Income Fund, L.L.C.
Caisse de retraite d'Hydro-Quebec
• 10% Owner
Discretionary BuyΔOwn +10.7%
2025-09-16
$8,000,000Whale
|
||||||
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary BuyΔOwn +10.7%
|
2025-09-16 | $8,000,000Whale | P | Form 4 |
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary BuyΔOwn +10.7%
|
2025-09-16 | $520,000 | P | Form 4 |
| NONE |
New Mountain Guardian IV Income Fund, L.L.C.
|
10% Owner
Discretionary BuyΔOwn +10.7%
|
2025-09-16 | $5,600,000Whale | P | Form 4 |
|
NONE
P
StepStone Private Equity Strategies Fund
SITTEMA THOMAS KENT
• Director
Discretionary Buy
2025-09-16
$1,000,000Large
|
||||||
| NONE |
StepStone Private Equity Strategies Fund
|
Director
Discretionary Buy
|
2025-09-16 | $1,000,000Large | P | Form 4 |
| NONE |
Stellus Private Credit BDC
|
CEO
Discretionary Buy
|
2025-09-15 | $34,479 | P | Form 4 |
| NONE |
Stellus Private Credit BDC
|
CFO
Discretionary Buy
|
2025-09-15 | $5,107 | P | Form 4 |
| NONE |
Stellus Private Credit BDC
|
Other
Discretionary Buy
|
2025-09-15 | $28,730 | P | Form 4 |
|
NONE
P
GoldenTree Opportunistic Credit Fund
GOLDENTREE ASSET MANAGEMENT LP
• 10% Owner
Discretionary BuyΔOwn +32.0%
2025-09-12
$4,900,000Large
|
||||||
| NONE |
GoldenTree Opportunistic Credit Fund
|
10% Owner
Discretionary BuyΔOwn +32.0%
|
2025-09-12 | $4,900,000Large | P | Form 4 |
|
NONE
P
StepStone Private Equity Strategies Fund
Sturzenegger Ron D.
• Director
Discretionary Buy
2025-09-12
$500,000
|
||||||
| NONE |
StepStone Private Equity Strategies Fund
|
Director
Discretionary Buy
|
2025-09-12 | $500,000 | P | Form 4 |
|
NONE
P
GoldenTree Opportunistic Credit Fund
GOLDENTREE ASSET MANAGEMENT LP
• 10% Owner
Discretionary BuyΔOwn +23.5%
2025-09-12
$25,000,000MEGA
|
||||||
| NONE |
GoldenTree Opportunistic Credit Fund
|
10% Owner
Discretionary BuyΔOwn +23.5%
|
2025-09-12 | $25,000,000MEGA | P | Form 4 |
|
NONE
P
StepStone Private Equity Strategies Fund
Caruvana Dean Anthony
• Officer • CCO and Corporate Secretary
Discretionary BuyΔOwn +33.3%
2025-09-11
$50,000
|
||||||
| NONE |
StepStone Private Equity Strategies Fund
|
Officer • CCO and Corporate Secretary
Discretionary BuyΔOwn +33.3%
|
2025-09-11 | $50,000 | P | Form 4 |
|
NONE
P
Apollo Origination II (Levered) Capital Trust
Apollo Principal Holdings B GP, LLC
• 10% Owner
Discretionary Buy
2025-09-11
$25,000,000MEGA
|
||||||
| NONE |
Apollo Origination II (Levered) Capital Trust
|
10% Owner
Discretionary Buy
|
2025-09-11 | $25,000,000MEGA | P | Form 4 |
|
NONE
P
Apollo Origination II (UL) Capital Trust
Apollo Principal Holdings B GP, LLC
• 10% Owner
Discretionary Buy
2025-09-11
$40,000,000MEGA
|
||||||
| NONE |
Apollo Origination II (UL) Capital Trust
|
10% Owner
Discretionary Buy
|
2025-09-11 | $40,000,000MEGA | P | Form 4 |
|
NONE
P
StepStone Private Equity Strategies Fund
Caruvana Dean Anthony
• Officer • CCO and Corporate Secretary
Discretionary BuyΔOwn +50.0%
2025-09-10
$50,000
|
||||||
| NONE |
StepStone Private Equity Strategies Fund
|
Officer • CCO and Corporate Secretary
Discretionary BuyΔOwn +50.0%
|
2025-09-10 | $50,000 | P | Form 4 |
| NONE |
Dynamic Alternatives Fund
|
President
Discretionary Buy
|
2025-06-02 | $2,542 | P | Form 4 |
|
NONE
P
Fairway Private Equity & Venture Capital Opportunities Fund
Callahan Kevin T
• President
Discretionary Buy
2025-04-01
$920,000
|
||||||
| NONE |
Fairway Private Equity & Venture Capital Opportunities Fund
|
President
Discretionary Buy
|
2025-04-01 | $920,000 | P | Form 4 |
|
NONE
P
Fairway Private Equity & Venture Capital Opportunities Fund
Callahan Kevin T
• President
Discretionary Buy
2024-12-31
$460,000
|
||||||
| NONE |
Fairway Private Equity & Venture Capital Opportunities Fund
|
President
Discretionary Buy
|
2024-12-31 | $460,000 | P | Form 4 |
|
NONE
P
Fairway Private Equity & Venture Capital Opportunities Fund
Callahan Kevin T
• President
Discretionary Buy
2024-12-13
$690,000
|
||||||
| NONE |
Fairway Private Equity & Venture Capital Opportunities Fund
|
President
Discretionary Buy
|
2024-12-13 | $690,000 | P | Form 4 |
| NONE |
Onex Direct Lending BDC Fund
|
10% Owner
Discretionary Sell
|
2024-11-08 | $1,086,449Large | S | Form 4 |
|
NONE
P
Fairway Private Equity & Venture Capital Opportunities Fund
Callahan Kevin T
• President
Discretionary Buy
2023-03-31
$1,380,000Large
|
||||||
| NONE |
Fairway Private Equity & Venture Capital Opportunities Fund
|
President
Discretionary Buy
|
2023-03-31 | $1,380,000Large | P | Form 4 |
|
NONE
P
Fairway Private Equity & Venture Capital Opportunities Fund
Callahan Kevin T
• President
Discretionary Buy
2021-12-29
$10,000,000MEGA
|
||||||
| NONE |
Fairway Private Equity & Venture Capital Opportunities Fund
|
President
Discretionary Buy
|
2021-12-29 | $10,000,000MEGA | P | Form 4 |