| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Bluerock Homes Trust, Inc. | Chief Legal Officer and Secretary | LTIP Units | 29.4K | Apr 30, 2024 | Direct | ||
| Bluerock High Income Institutional Credit Fund | Secretary | Common shares of beneficial interest | 0 | Mar 2, 2022 | Direct | ||
| Bluerock Total Income (plus) Real Estate Fund | Secretary | Shares of Beneficial Interest, Class I Shares | $75K | $30.23 | Jul 9, 2021 | By Duck Haven Dreams, LLC |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| BHM | Bluerock Homes Trust, Inc. | Apr 30, 2024 | 1 | $0 | 4 | May 2, 2024 | Chief Legal Officer and Secretary |
| BHM | Bluerock Homes Trust, Inc. | Nov 3, 2023 | 1 | $0 | 4 | Nov 7, 2023 | Chief Legal Officer and Secretary |
| BHM | Bluerock Homes Trust, Inc. | Oct 6, 2022 | 1 | $0 | 4 | Oct 7, 2022 | Officer |
| BHM | Bluerock Homes Trust, Inc. | Sep 26, 2022 | 0 | $0 | 3 | Sep 26, 2022 | Chief Legal Officer and Secretary |
| IIMAX | Bluerock High Income Institutional Credit Fund | Mar 2, 2022 | 0 | $0 | 3 | Mar 11, 2022 | Secretary |
| TIPWX | Bluerock Total Income (plus) Real Estate Fund | Jul 9, 2021 | 1 | $75K | 4 | Jul 12, 2021 | Secretary |
| TIPWX | Bluerock Total Income (plus) Real Estate Fund | May 27, 2021 | 1 | $75K | 4 | May 28, 2021 | Secretary |