SEC ownership of FlowStone Opportunity Fund

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001741739.

Comparable stake leader

Scott P. Conners

Disclosed value leader

Scott P. Conners

Comparable rows

0/6

Latest evidence

01 Apr 2025

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
01 Apr 2025
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001741739
Issuer location
Chicago, IL

Ownership snapshot

Top shareholders of FlowStone Opportunity Fund (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Scott P. Conners
Disclosed value leader
Scott P. Conners
Comparable rows
0/6
Latest evidence
01 Apr 2025
3/4/5 Highest disclosed value: $1,607,470 6 rows are not safely comparable across share classes.

Quick read

Scott P. Conners has the largest disclosed position value at $1.61M.

0 of 6 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Scott P. Conners's linked filing trail.
Disclosed position value Top 3
Scott P. Conners $1.61M
Jason S. Gull $263.5K
Charles Finnegan $100K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 6 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Scott P. Conners
3/4/5
President, Director
class O/S missing
$1,607,470
92,013 shares
31 Mar 2025
Jason S. Gull
3/4/5
Director
class O/S missing
$263,451
15,080 shares
01 Apr 2025
Charles Finnegan
3/4/5
Secretary
class O/S missing
$99,993
5,605 shares
06 Jan 2025
William Walter Green III
3/4/5
Advisory Board Member
class O/S missing
22,866 shares
27 Feb 2023
Shoshana Vernick
3/4/5
Director
class O/S missing
14,767 shares
03 Apr 2023
Michael H. Moskow
3/4/5
Director
class O/S missing
1,483 shares
01 Oct 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 16 Aug 2025.

Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 0 0 $0 $0 $0
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-17 of 17 reporting-owner rows connected to FlowStone Opportunity Fund. Open a relationship link for the CIK-to-CIK filing trail.

Rows
17
Largest Forms 3/4/5 holder
Scott P. Conners
Net 12M change
$0
Latest report
01 Apr 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Scott P. Conners President, Director $1,607,470 Filing P/S 31 Mar 2025
Jason S. Gull Director $263,451 Filing P/S 01 Apr 2025
Charles Finnegan Secretary $99,993 Filing P/S 06 Jan 2025
Shoshana Vernick Director Mixed 03 Apr 2023
Andrew Nicholas Jones Chief Compliance Officer Mixed 01 Jan 2023
Brad R. Morrow Trustee Mixed 01 Apr 2026
Nimisha Srivastava President, Trustee Mixed 01 Apr 2026
Kathryn Caldwell Trustee Mixed 01 Apr 2026
Stanley P. Mavromates Jr. Trustee Mixed 01 Apr 2026
Frank Strauss Trustee Mixed 01 Apr 2026
Christopher H. Mendoza Secretary and CLO Mixed 01 Apr 2026
James Stanford Willie Trustee Mixed 01 Apr 2026
Richard S. Joseph Trustee Mixed 01 Apr 2026
William Walter Green III Advisory Board Member Mixed 27 Feb 2023
Nancy M. Stokes Trustee Mixed 01 Apr 2026
Michael H. Moskow Director Mixed 01 Oct 2021
James Robert Nash Chief Compliance Officer Mixed 10 Jun 2022

Recent insider transactions for FlowStone Opportunity Fund

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
No insider transactions were found in the last 12 months for this issuer.
* marks a reported price that did not pass the local price check.
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