Info
Insider Ownership

Insider Trading & Ownership of David Held

Location: New York, NY
Summary: The estimated net worth of David Held is at least $3,963 dollars as of 22 Sep 2025. David Held is the Chief Compliance Officer of Portman Ridge Finance Corp and owns shares of Portman Ridge Finance Corp (PTMN) stock worth about $3,963.
Signature: /s/ Nikita Klassen by power of attorney
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Ownership of David Held

Symbol	Company	Relationship	Holdings Value	Past Year Net Change	Change %	Report Period
PTMN	Portman Ridge Finance Corp	Chief Compliance Officer	$3,963	+$3,963		13 May 2025
RCIAX	Alternative Credit Income Fund	Chief Compliance Officer				01 Oct 2021
BCPL	BC Partners Lending Corp	Chief Compliance Officer				04 Aug 2021
LRFC	Logan Ridge Finance Corp.	Chief Compliance Officer				01 Jul 2021
MLCI	Yukon New Parent, Inc.	Chief Compliance Officer				12 Sep 2025
SOFIX	Opportunistic Credit Interval Fund	Chief Compliance Officer				20 Apr 2022

Insider Transactions Reported by David Held:

Sym	Company	Class	Transaction	%	Value $	* Price $	Shares	Shares After	Date	Ownership

* An asterisk sign (*) next to the price indicates that the price is likely invalid.