Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
---|---|---|---|---|---|---|---|
Forum Real Estate Income Fund | Vice President | Founders Shares | 608 | Dec 29, 2023 | Direct |
Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
---|---|---|---|---|---|---|---|
FORFX | Forum Real Estate Income Fund | Dec 31, 2023 | 12 | $4.64K | 5 | Feb 14, 2024 | Vice President |
N/A | Forum CRE Income Fund | Feb 25, 2022 | 0 | $0 | 3 | Jun 9, 2022 | Vice President |