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  • Insider Trading

Insider Transactions Reported by 15 Insiders of Forum Real Estate Income Fund

Location
Denver, CO

Insiders trading volume in the past year

Forum Real Estate Income Fund executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Elizabeth Anne Ryan Secretary $33,709 +$24,669 +273% 31 Dec 2025
John Kerschner Investment Committee Member 03 May 2021
Brien Biondi Director, Independent Trustee 11 Dec 2022
Jay William Hummel Director 28 Apr 2025
Darren Fisk Director 30 Jun 2025
David Gerstenhaber Director 11 Dec 2023
Brad Nemzer Vice President 31 Dec 2023
Julie Cooling Director 31 Jul 2022
James W. Miller President 29 Sep 2023
Raleigh Peters Director 13 Feb 2024
Michael Alan Bell President 25 Mar 2022
Michelle Marcano-Johnson Chief Compliance Officer 13 Aug 2025
Peter Sattelmair Asst. Treasurer 09 Jun 2022
John-Paul Vincent Nigro Assistant Treasurer 25 Feb 2026
Marie Suhr Edie Peo 25 Jun 2025

Recent Insider Transactions by Companies or Individuals for Forum Real Estate Income Fund

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Elizabeth Anne Ryan Founders Shares Purchase 19.6% $5,521 $9.65 572 3,493 31 Dec 2025 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.69% $2,430 $9.74 249 3,493 28 Nov 2025 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.66% $2,427 $9.76 249 3,493 30 Oct 2025 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.77% $2,450 $9.73 252 3,493 29 Sep 2025 Direct
Elizabeth Anne Ryan Founders Shares Purchase 6.71% $2,142 $9.75 220 3,493 28 Aug 2025 Direct
Elizabeth Anne Ryan Founders Shares Purchase 5.72% $1,838 $9.73 189 3,493 30 Jul 2025 Direct
Darren Fisk Founders Shares Purchase 16.5% 51,440 363,814 30 Jun 2025 Fisk Investments LLC
Elizabeth Anne Ryan Founders Shares Purchase 6.6% $2,096 $9.69 216 3,493 27 Jun 2025 Direct
Elizabeth Anne Ryan Founders Shares Purchase 6.08% $1,992 $9.95 200 3,493 29 May 2025 Direct
Elizabeth Anne Ryan Founders Shares Purchase 6.22% $1,967 $9.62 204 3,493 29 Apr 2025 Direct
Elizabeth Anne Ryan Founders Shares Purchase 5.66% $1,805 $9.65 187 3,493 28 Mar 2025 Direct
Darren Fisk Founders Shares Purchase 98.4% 154,959 312,374 17 Mar 2025 Fisk Investments LLC
Elizabeth Anne Ryan Founders Shares Purchase 5.45% $1,748 $9.68 181 3,493 27 Feb 2025 Direct
Elizabeth Anne Ryan Founders Shares Purchase 5.76% $1,838 $9.66 190 3,493 30 Jan 2025 Direct
Elizabeth Anne Ryan Founders Shares Purchase 14.7% 410 3,196 31 Dec 2024 Direct
Darren Fisk Founders Shares Sale -9.36% -154,959 1,500,000 05 Dec 2024 Fisk Investments LLC
Elizabeth Anne Ryan Founders Shares Purchase 7.65% 227 3,196 27 Nov 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 8.16% 241 3,196 31 Oct 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.38% 220 3,196 27 Sep 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.6% 226 3,196 30 Aug 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 8.74% 257 3,196 31 Jul 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.62% 226 3,196 28 Jun 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.48% 222 3,196 31 May 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 8.14% 241 3,196 30 Apr 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 6.22% 187 3,196 28 Mar 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 6.39% 192 3,196 29 Feb 2024 Direct
Raleigh Peters CLASS I SHARES Purchase 200,000 20,964 13 Feb 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.08% 211 3,196 31 Jan 2024 Direct
Elizabeth Anne Ryan Founders Shares Purchase 8.22% 220 2,895 29 Dec 2023 Direct
Brad Nemzer Founders Shares Purchase 8.22% 46.16 608 29 Dec 2023 Direct
David Gerstenhaber Founders Shares Purchase -90.3% -1,185,841 126,828 11 Dec 2023 GRE II, LP
Elizabeth Anne Ryan Founders Shares Purchase 8.25% 221 2,895 29 Nov 2023 Direct
Brad Nemzer Founders Shares Purchase 8.25% 46.32 608 29 Nov 2023 Direct
Elizabeth Anne Ryan Founders Shares Purchase 6.35% 173 2,895 27 Oct 2023 Direct
Brad Nemzer Founders Shares Purchase 6.35% 36.28 608 27 Oct 2023 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7% 189 2,895 29 Sep 2023 Direct
Brad Nemzer Founders Shares Purchase 7% 39.73 608 29 Sep 2023 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.77% 209 2,895 30 Aug 2023 Direct
Brad Nemzer Founders Shares Purchase 7.77% 43.8 608 30 Aug 2023 Direct
Elizabeth Anne Ryan Founders Shares Purchase 6.87% 186 2,895 28 Jul 2023 Direct
Brad Nemzer Founders Shares Purchase 6.87% 39.07 608 28 Jul 2023 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.23% 195 2,895 29 Jun 2023 Direct
Brad Nemzer Founders Shares Purchase 7.23% 40.96 608 29 Jun 2023 Direct
Elizabeth Anne Ryan Founders Shares Purchase 8.26% 221 2,895 31 May 2023 Direct
Brad Nemzer Founders Shares Purchase 8.26% 46.36 608 31 May 2023 Direct
Elizabeth Anne Ryan Founders Shares Purchase 8.37% 223 2,895 28 Apr 2023 Direct
Brad Nemzer Founders Shares Purchase 8.37% 46.91 608 28 Apr 2023 Direct
Elizabeth Anne Ryan Founders Shares Purchase 7.53% 203 2,895 30 Mar 2023 Direct
Brad Nemzer Founders Shares Purchase 7.53% 42.54 608 30 Mar 2023 Direct
Elizabeth Anne Ryan Founders Shares Purchase 2,674 2,674 08 Mar 2023 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.