Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CNL Strategic Capital, LLC | 5,521 | reported | 31 Jan 2022 | tx 2+3,286 |
| CNL Strategic Residential Credit, Inc. | 1,000 | reported | 29 Jan 2026 | tx 1+1,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 Jan 2026 | PURCHASE | CNL Strategic Residential Credit, Inc. | 1,000 | 25.00 USD | first after silence |
| 31 Jan 2022 | PURCHASE | CNL Strategic Capital, LLC | 2,726 | 31.18 USD | first after silence |
| 30 Dec 2020 | PURCHASE | CNL Strategic Capital, LLC | 560 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 29 Jan 2026.