Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Barings BDC, Inc. | 256,818 | reported | 31 Jul 2018 | tx 55+429,611−212,725 |
| FS KKR Capital Corp | 50,448 | reported | 10 Jun 2021 | tx 1+50,448 |
| AMERICA FIRST TAX EXEMPT INVESTORS LP | 21,320 | reported | 23 Jun 2025 | tx 7+28,443 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 Jun 2025 | GRANT_AWARD | AMERICA FIRST TAX EXEMPT INVESTORS LP | 6,270 | 0.00 USD | |
| 25 Feb 2025 | GRANT_AWARD | AMERICA FIRST TAX EXEMPT INVESTORS LP | 4,426 | 0.00 USD | |
| 26 Feb 2024 | GRANT_AWARD | AMERICA FIRST TAX EXEMPT INVESTORS LP | 2,544 | 0.00 USD | |
| 27 Feb 2023 | GRANT_AWARD | AMERICA FIRST TAX EXEMPT INVESTORS LP | 2,336 | 0.00 USD | |
| 08 Aug 2022 | GRANT_AWARD | AMERICA FIRST TAX EXEMPT INVESTORS LP | 1,867 | 0.00 USD | |
| 10 Jun 2021 | PURCHASE | FS KKR Capital Corp | 50,448 | 0.00 USD | first after silence |
| 09 Jun 2021 | GRANT_AWARD | AMERICA FIRST TAX EXEMPT INVESTORS LP | 6,250 | 0.00 USD | |
| 19 Mar 2020 | GRANT_AWARD | AMERICA FIRST TAX EXEMPT INVESTORS LP | 4,750 | 0.00 USD | |
| 31 Jul 2018 | TAX_WITHHOLDING | Barings BDC, Inc. | 51,804 | 12.00 USD | |
| 08 Feb 2018 | GRANT_AWARD | Barings BDC, Inc. | 53,000 | 10.68 USD | |
| 05 Feb 2018 | TAX_WITHHOLDING | Barings BDC, Inc. | 17,836 | 10.25 USD | |
| 31 Mar 2017 | GIFT | Barings BDC, Inc. | 3,110 | 0.00 USD | |
| 06 Feb 2017 | TAX_WITHHOLDING | Barings BDC, Inc. | 17,351 | 19.67 USD | |
| 08 Mar 2016 | GIFT | Barings BDC, Inc. | 1,670 | 0.00 USD | |
| 01 Feb 2017 | GRANT_AWARD | Barings BDC, Inc. | 45,000 | 19.25 USD | |
| 09 Mar 2016 | GIFT | Barings BDC, Inc. | 1,330 | 0.00 USD | |
| 09 May 2016 | PURCHASE | Barings BDC, Inc. | 6,000 | 17.64 USD | first after silence |
| 04 Feb 2016 | TAX_WITHHOLDING | Barings BDC, Inc. | 16,598 | 18.11 USD | |
| 13 Mar 2015 | GIFT | Barings BDC, Inc. | 2,080 | 0.00 USD | |
| 03 Feb 2016 | GRANT_AWARD | Barings BDC, Inc. | 37,000 | 17.53 USD | |
| 30 Jun 2014 | GIFT | Barings BDC, Inc. | 1,710 | 0.00 USD | |
| 04 Feb 2015 | TAX_WITHHOLDING | Barings BDC, Inc. | 14,525 | 21.78 USD | |
| 04 Feb 2015 | GRANT_AWARD | Barings BDC, Inc. | 40,000 | 21.78 USD | |
| 04 Feb 2014 | TAX_WITHHOLDING | Barings BDC, Inc. | 13,035 | 26.35 USD | |
| 05 Feb 2014 | GRANT_AWARD | Barings BDC, Inc. | 33,000 | 26.09 USD |
2 purchases reported after at least 12 months of silence — most recent on 10 Jun 2021.