Reporting Owner Activity for Stephen N. Potter

Form 3/4/5 issuer positions and transaction evidence for this reporting owner.

Issuer positions

4

Largest position

Nuveen Churchill Direct Lending Corp.

Disclosed value

$465.4K

Recent activity

Available

Identity 1 fact
Location
Chicago, IL
SEC ownership signals 1 fact
Parsed owner positions

Reported holdings value

$465,404

Estimated from parsed Forms 3/4/5 when holding values are disclosed.

Issuer count

4

Distinct issuers tied to this reporting owner in parsed SEC filings.

Largest reported position

Nuveen Churchill Direct Lending Corp. (NCDL)

About $465.4K reported in parsed filings.

Latest owner filing

05 Aug 2025

Most recent owner-level filing date in the parsed SEC record.

+3 more

Additional issuer positions are listed below.

Values are estimates from parsed SEC Forms 3/4/5; verify them against the source filing before use.

SEC filing record 1 fact
SEC signature
John McCally/signed under POA
SEC evidence 1 fact
Source evidence
Open source filing history

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Reported issuer positions for Stephen N. Potter

Insider Transactions Reported by Stephen N. Potter:

Sym Company Class Transaction % Reported value Reported price Shares Shares after Date Ownership
* indicates a reported price that failed the local validity check.
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