Elizabeth Anne Ryan - 31 Dec 2024 Form 5 Insider Report for Forum Real Estate Income Fund

Role
Secretary
Signature
/s/ Elizabeth Anne Ryan
Issuer symbol
N/A
Transactions as of
31 Dec 2024
Net transactions value
+$27,451
Form type
5
Filing time
16 Apr 2025, 17:57:31 UTC
Previous filing
14 Feb 2024
Next filing
06 Feb 2026
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FORFX Founders Shares Purchase $3,564 +370 +13% $9.62 3,196 31 Dec 2024 Direct F1
transaction FORFX Founders Shares Purchase $382 +40 +1.3% $9.62 3,196 31 Dec 2024 Direct F1
transaction FORFX Founders Shares Purchase $2,193 +227 +7.6% $9.66 3,196 27 Nov 2024 Direct F1
transaction FORFX Founders Shares Purchase $2,323 +241 +8.2% $9.64 3,196 31 Oct 2024 Direct F1
transaction FORFX Founders Shares Purchase $2,116 +220 +7.4% $9.64 3,196 27 Sep 2024 Direct F1
transaction FORFX Founders Shares Purchase $2,168 +226 +7.6% $9.60 3,196 30 Aug 2024 Direct F1
transaction FORFX Founders Shares Purchase $2,468 +257 +8.7% $9.61 3,196 31 Jul 2024 Direct F1
transaction FORFX Founders Shares Purchase $2,172 +226 +7.6% $9.60 3,196 28 Jun 2024 Direct F1
transaction FORFX Founders Shares Purchase $2,133 +222 +7.5% $9.59 3,196 31 May 2024 Direct F1
transaction FORFX Founders Shares Purchase $2,306 +241 +8.1% $9.58 3,196 30 Apr 2024 Direct F1
transaction FORFX Founders Shares Purchase $1,791 +187 +6.2% $9.57 3,196 28 Mar 2024 Direct F1
transaction FORFX Founders Shares Purchase $1,827 +192 +6.4% $9.52 3,196 29 Feb 2024 Direct F1
transaction FORFX Founders Shares Purchase $2,008 +211 +7.1% $9.50 3,196 31 Jan 2024 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares beneficially owned include 522.304 shares received through the Forum Real Estate Income Fund Dividend Reinvestment Plan (221.112 shares in 2023 and 301.191 shares in 2024).