| |
| |
|
| Insider
Information: |
Haley Mark T |
| Relationship: |
President |
| City: |
Boston |
| State: |
MA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
248,624 |
|
|
Indirect Shares
|
6,075 |
|
|
| Direct
Value |
$1,489,577 |
|
|
|
Indirect Value
|
$34,085 |
|
|
| Total
Shares |
254,699 |
|
|
| Total
Value |
$1,523,661 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
10
|
0
|
|
Stock
price went up :
|
5
|
0
|
| Stock
price went down : |
5
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
 9.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Liberty All Star Growth Fund Inc |
ASG |
President |
2024-03-20 |
121,595 |
2010-05-06 |
4,523 |
Premium* |
|
|
Liberty All Star Equity Fund |
USA |
President |
2023-12-08 |
127,029 |
2010-05-07 |
1,552 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
34 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 2
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| ASG |
Liberty All Star Growth F... |
Senior Vice President |
• – – |
2021-07-08 |
4 |
B |
$8.21 |
$12,726 |
D/D |
1,550 |
88,535 |
2.74 |
% |
|
| USA |
Liberty All Star Equity F... |
Senior Vice President |
• – – |
2021-12-02 |
4 |
B |
$7.78 |
$19,862 |
D/D |
2,553 |
101,894 |
2.74 |
% |
|
| ASG |
Liberty All Star Growth F... |
Senior Vice President |
• – – |
2023-11-03 |
4 |
B |
$4.88 |
$3,659 |
D/D |
750 |
112,060 |
2.66 |
% |
|
| USA |
Liberty All Star Equity F... |
Senior Vice President |
• – – |
2023-11-03 |
4 |
B |
$6.12 |
$3,058 |
D/D |
500 |
125,429 |
2.66 |
% |
|
| ASG |
Liberty All Star Growth F... |
President |
• – – |
2023-12-08 |
4 |
B |
$4.98 |
$9,959 |
D/D |
2,000 |
114,060 |
2.74 |
% |
|
| USA |
Liberty All Star Equity F... |
President |
• – – |
2023-12-08 |
4 |
B |
$6.06 |
$9,688 |
D/D |
1,600 |
127,029 |
2.74 |
% |
|
| ASG |
Liberty All Star Growth F... |
President |
• – – |
2024-01-26 |
4 |
B |
$5.20 |
$5,200 |
D/D |
1,000 |
117,219 |
2.74 |
% |
|
| ASG |
Liberty All Star Growth F... |
President |
• – – |
2024-03-05 |
4 |
B |
$5.35 |
$5,345 |
D/D |
1,000 |
120,595 |
2.74 |
% |
|
| ASG |
Liberty All Star Growth F... |
President |
• – – |
2024-03-20 |
4 |
B |
$5.40 |
$5,395 |
D/D |
1,000 |
121,595 |
2.74 |
% |
|
34 Records found
|
|
Page 2 of 2 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
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|
