David Held

Insider Reports History

Location
New York, NY
Signature
/s/ Nikita Klassen by power of attorney
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 Held:

Company Role Class Num Shares Value Price $ Report Date Ownership
Portman Ridge Finance Corp Chief Compliance Officer Common Stock 320 $3,963 $12.39 13 May 2025 Direct
Mount Logan Capital Inc. Chief Compliance Officer Common Stock, par value $0.001 per share 0 12 Sep 2025 Direct
Opportunistic Credit Interval Fund Chief Compliance Officer Common shares of beneficial interest 0 20 Apr 2022 Direct

Insider Reports Filed by David Held

Symbol Company Period Transactions Value $ Form Type Role Filing Time
MLCI Mount Logan Capital Inc. 12 Sep 2025 0 $0 3 Chief Compliance Officer 22 Sep 2025, 16:38
PTMN Portman Ridge Finance Corp 13 May 2025 1 $3,963 4 Chief Compliance Officer 15 May 2025, 17:35
SOFIX Opportunistic Credit Interval Fund 20 Apr 2022 0 $0 3 Chief Compliance Officer 02 May 2022, 15:14
RCIAX Alternative Credit Income Fund 01 Oct 2021 0 $0 3 Chief Compliance Officer 01 Oct 2021, 13:00
BCPL BC Partners Lending Corp 04 Aug 2021 0 $0 3 Chief Compliance Officer 06 Aug 2021, 18:26
PTMN Portman Ridge Finance Corp 04 Aug 2021 0 $0 3 Chief Compliance Officer 04 Aug 2021, 16:30
LRFC Logan Ridge Finance Corp. 01 Jul 2021 0 $0 3 Chief Compliance Officer 21 Jul 2021, 18:13