David G. Lee

Insider Reports History

Location
Milwaukee, WI
Signature
/s/ David G. Lee
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by David G. Lee:

Company Role Class Num Shares Value Price $ Report Date Ownership
AFA Multi-Manager Credit Fund Director Common Shares 0 30 Jun 2021 Direct
Destiny Alternative Fund LLC Director Common Shares 0 01 Jul 2022 Direct
Destiny Alternative Fund (Tax Exempt) LLC Director Common Shares 0 01 Jul 2022 Direct
First Trust Hedged Strategies Fund Director Common Shares 0 27 Jun 2023 Direct
First Trust Private Assets Fund Director Common Shares 0 09 Jan 2023 Direct
First Trust Private Credit Fund Director Common Shares 0 09 May 2022 Direct
First Trust Real Assets Fund Director Common Shares 0 29 Apr 2022 Direct
Variant Impact Fund Director Common Shares 0 06 Dec 2021 Direct

Insider Reports Filed by David G. Lee

Symbol Company Period Transactions Value $ Form Type Role Filing Time
/report/000199937124008256-lee-david-g-2024-07-01 First Trust Enhanced Private Credit Fund 01 Jul 2024 0 $0 3 Director 03 Jul 2024, 15:15
/report/000138713123008237-lee-david-g-2023-06-27 First Trust Hedged Strategies Fund 27 Jun 2023 0 $0 3 Director 06 Jul 2023, 11:31
/report/000139834423000468-lee-david-g-2023-01-09 First Trust Private Assets Fund 09 Jan 2023 0 $0 3 Director 09 Jan 2023, 15:33
/report/000139834422013052-lee-david-g-2022-07-01 Destiny Alternative Fund LLC 01 Jul 2022 0 $0 3 Director 08 Jul 2022, 12:51
/report/000139834422013034-lee-david-g-2022-07-01 Destiny Alternative Fund (Tax Exempt) LLC 01 Jul 2022 0 $0 3 Director 08 Jul 2022, 12:02
/report/000139834422009574-lee-david-g-2022-05-09 First Trust Private Credit Fund 09 May 2022 0 $0 3 Director 13 May 2022, 17:02
/report/000139834422008914-lee-david-g-2022-04-29 First Trust Real Assets Fund 29 Apr 2022 0 $0 3 Director 06 May 2022, 11:38
/report/000139834421023897-lee-david-g-2021-12-06 Variant Impact Fund 06 Dec 2021 0 $0 3 Director 14 Dec 2021, 16:21
/report/000139834421023729-lee-david-g-2021-06-30 AFA Multi-Manager Credit Fund 30 Jun 2021 0 $0 3 Director 09 Dec 2021, 15:40