Key facts
- This page summarizes Phoenix Financial Ltd.'s Form 4 filing for Stellus Private Credit BDC.
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 28 May 2024, 08:45.
Phoenix Financial Ltd. - 21 May 2024 Form 4 Insider Report for Stellus Private Credit BDC
- Reporting relationship
- 10%+ Owner
- Issuer ticker
- N/A
- Reported as of
- 21 May 2024
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 28 May 2024, 08:45:11 UTC
- Prior SEC filing
- 16 Aug 2023
- Next SEC filing
- 05 Jun 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Haggai Schreiber, Chief Investments Officer, Deputy CEO, /s/ Eli Schwartz, Deputy CEO, CFO, Head of Finance, /s/ Stuart Schapiro, Director, /s/ Alex Shchuchensky, CPA
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Phoenix Financial Ltd. filed Form 4 for Stellus Private Credit BDC on 28 May 2024.
Change
- Previous filing in this sequence was filed on 16 Aug 2023.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
No ticker
transaction
Common shares
Other
- Transaction value
- Shares
- +324,771
- Change %
- +18%
- Price
- Shares after
- 2,137,247
- Date
- 21 May 2024
- Ownership
- See footnote
- Footnotes
- F1, F2
No ticker
transaction
Common shares
Other
- Transaction value
- Shares
- +57,313
- Change %
- +18%
- Price
- Shares after
- 377,161
- Date
- 21 May 2024
- Ownership
- See footnote
- Footnotes
- F1, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
On 21 May, 2024, the Issuer issued a capital call notice to certain investors that have committed to purchase its common shares. Pursuant to such capital call notice, the Reporting Person was obligated to make a capital contribution of $5,830,594, and the Company issued 382,084 shares of Common Stock to the Reporting Person on such date.
Footnote F2
Holds interests of Stellus Private Credit BDC in Stellus Private Credit BDC Feeder LP. The ordinary shares are owned directly by Shotfut Ashrai Lo Sachir, which is a wholly-owned subsidiary of the Reporting Person. The Reporting Person is an indirect beneficial owner of the reported securities.
Footnote F3
Holds interests of Stellus Private Credit BDC in Stellus Private Credit BDC Feeder LP. The ordinary shares are owned directly by Phoenix Insurance Ltd., which is a wholly-owned subsidiary of the Reporting Person. The Reporting Person is an indirect beneficial owner of the reported securities.