Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
Forum Real Estate Income Fund | Director, Independent Trustee | BRIEN BIONDI LIVING TRUST UA DTD 6/25/14 | 3.25K | Dec 12, 2022 | Direct |
Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
---|---|---|---|---|---|---|---|
[ NONE ] | Meketa Infrastructure Fund | Jan 26, 2024 | 0 | $0 | 3 | Feb 1, 2024 | Director |
FORFX | Forum Real Estate Income Fund | Dec 11, 2022 | 1 | $277K | 4 | Dec 14, 2022 | Director, Independent Trustee |
N/A | Forum Real Estate Income Fund | Mar 25, 2022 | 0 | $0 | 3 | Jun 14, 2022 | Director |