Comparable stake leader
George W. Morriss
SEC ownership of Corient Registered Alternatives Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002045371.
Disclosed value leader
George W. Morriss
Comparable rows
0/4
Latest evidence
02 Feb 2026
- Parsed ownership sources
-
3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
George W. Morriss
Ranking: Comparable ownership first, then disclosed value
- Latest parsed ownership date
-
02 Feb 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002045371
- Issuer location
- Miami, FL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
1 signal
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Corient Registered Alternatives 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
George W. Morriss
Disclosed value leader
George W. Morriss
Comparable rows
0/4
Latest evidence
02 Feb 2026
3/4/5
Highest disclosed value: $104,114
4 rows are not safely comparable across share classes.
Quick read
George W. Morriss has the largest disclosed position value at $104.1K.
0 of 4 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 George W. Morriss's linked filing trail.
Disclosed position value
Top 1
George W. Morriss
$104.1K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-4 of 4 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| George W. Morriss |
3/4/5
Director
|
—
class O/S missing
|
$104,114
9,730 shares
|
+$50,000 | 02 Feb 2026 |
| Paul S. Platkin |
3/4/5
President, Director
|
—
class O/S missing
|
—
25,000 shares
|
— | 03 Feb 2025 |
| Matthew E. Forstenhausler |
3/4/5
Director
|
—
class O/S missing
|
—
10,000 shares
|
— | 03 Feb 2025 |
| Alexander Adair |
3/4/5
Treasurer
|
—
class O/S missing
|
—
5,000 shares
|
— | 03 Feb 2025 |
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
Net insider flow leans to buying over the last 12 months. Net value: +$50,000.
Buys
$50,000
Insiders: 1
Sells
$0
Insiders: 0
Net
+$50,000
Shares: +4,673
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 4,673
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 | 4,673 | 0 | $50,000 | $0 | +$50,000 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-9 of 9 reporting-owner rows connected to Corient Registered Alternatives Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
9
Largest Forms 3/4/5 holder
George W. Morriss
Net 12M change
+$50,000
Latest report
01 Apr 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| George W. Morriss | Director | $104,114 | +$50,000 | +92% | Filing P/S | 02 Feb 2026 |
| Lyuba Docheva | Secretary | Mixed | 02 Dec 2024 | |||
| Jasper R. Frontz | Chief Compliance Officer | Mixed | 02 Dec 2024 | |||
| Paul S. Platkin | President, Director | Mixed | 03 Feb 2025 | |||
| Alexander Adair | Treasurer | Mixed | 03 Feb 2025 | |||
| Joshua Barlow | Director | Mixed | 02 Dec 2024 | |||
| Matthew E. Forstenhausler | Director | Mixed | 03 Feb 2025 | |||
| Scott William Akins | Secretary | Mixed | 12 Mar 2026 | |||
| Beverly Lynn Duke | Chief Compliance Officer | Mixed | 01 Apr 2026 |
Recent insider transactions for Corient Registered Alternatives 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| George W. Morriss | Common shares of beneficial interest | Purchase | 92.4% | $50,000 | $10.70 | 4,673 | 9,730 | 02 Feb 2026 | Direct |
* marks a reported price that did not pass the local price check.