Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
Primark Private Equity Investments Fund | PEO & Trustee, Director | Shares of beneficial interest (Class I) | 72.1K | Dec 1, 2021 | Direct | ||
Forum Real Estate Income Fund | President | Class I Shares | 0 | Mar 25, 2022 | Direct |
Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
---|---|---|---|---|---|---|---|
[ NONE ] | Meketa Infrastructure Fund | Jan 26, 2024 | 0 | $0 | 3 | Jan 31, 2024 | President and Trustee |
N/A | Forum Real Estate Income Fund | Mar 25, 2022 | 0 | $0 | 3 | Aug 1, 2022 | President |
PMPEX | Primark Private Equity Investments Fund | Dec 1, 2021 | 1 | $887K | 4 | Dec 9, 2021 | PEO & Trustee, Director |