person · Reporting owner
PARMENTIER WILLIAM R JR
Disclosed activity across 4 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| LIBERTY ALL STAR EQUITY FUNDUSA · Entity 8815 | Access Person of the Fund | May 26, 2023 | May 26, 2023 |
| LIBERTY ALL STAR GROWTH FUND INC.ASG · Entity 5864 | President | November 11, 2020 | November 13, 2020 |
| SRH Total Return Fund, Inc.BIF · Entity 4587 | Officer of Investment Adviser | June 01, 2018 | June 01, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
LIBERTY ALL STAR EQUITY FUND
Report date May 26, 2023 · Filed May 26, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial OwnershipSEC Table I · non-derivative | Direct | 30,625 |
Reported balance
After 2023-05-26 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2023-05-26 · Sale · Disposed 34,931 · Balance 30,625 |
LIBERTY ALL STAR GROWTH FUND INC.
Report date November 11, 2020 · Filed November 13, 2020 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 36,535 |
Reported balance
After 2020-11-11 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2020-11-11 · Sale · Disposed 26,682 · Balance 36,535 |
SRH Total Return Fund, Inc.
Report date June 01, 2018 · Filed June 01, 2018
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
RIVERNORTH OPPORTUNITIES FUND, INC.
Report date September 30, 2022 · Filed October 04, 2022
Section 16 reporting ended · disclosed 2022-10-04. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 26, 2023 Filed May 26, 2023 20:46 UTC Amendment | LIBERTY ALL STAR EQUITY FUND USA · Entity 8815 | SaleCommon Shares of Beneficial Ownership | 34,931 | $5.98 | $208,887.38 |
DisclosureSEC source: 0001227429-23-000002 · primary_doc.xml · nonDerivative · entry 1 PARMENTIER WILLIAM R JR · CIK 0001227429 · Access Person of the Fund 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,625 Read SEC document |
| May 26, 2023 Filed May 26, 2023 19:25 UTC | LIBERTY ALL STAR EQUITY FUND USA · Entity 8815 | PurchaseCommon Shares of Beneficial Ownership | 34,931 | $5.98 | $208,887.38 |
DisclosureSEC source: 0001227429-23-000001 · primary_doc.xml · nonDerivative · entry 1 PARMENTIER WILLIAM R JR · CIK 0001227429 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,625 Read SEC document |
| November 12, 2020 Filed Nov 12, 2020 21:39 UTC | LIBERTY ALL STAR GROWTH FUND INC. ASG · Entity 5864 | SaleShares of Beneficial Interest | 26,682 | $8.09 | $215,857.38 |
DisclosureSEC source: 0001227429-20-000001 · primary_doc.xml · nonDerivative · entry 1 PARMENTIER WILLIAM R JR · CIK 0001227429 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,535 Read SEC document |
| November 11, 2020 Filed Nov 13, 2020 15:12 UTC Amendment | LIBERTY ALL STAR GROWTH FUND INC. ASG · Entity 5864 | SaleShares of Beneficial Interest | 26,682 | $8.09 | $215,857.38 |
DisclosureSEC source: 0001227429-20-000002 · primary_doc.xml · nonDerivative · entry 1 PARMENTIER WILLIAM R JR · CIK 0001227429 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,535 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.