Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Salient Midstream & MLP Fund
Report date September 14, 2022 · Filed September 14, 2022
Jointly reported with Allecta Julie, CARROLL JONATHAN P, Gambs Arthur John III, Harris Bernard A Jr, Mardikian Haig G., Bachtold Paul Axtell, BAYAZITOGLU KRISTEN LINDSAY, Gardner Frank Theodore III, Leonhardt Stephen W
Section 16 reporting ended · disclosed 2022-09-14. 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 |
|---|---|---|---|---|---|---|
| February 06, 2020 Filed Feb 7, 2020 10:39 UTC | Salient Midstream & MLP Fund SMM · Entity 123810 | SaleShares of Beneficial Interest | 7,029 | $7.33 | $51,522.57 |
DisclosureSEC source: 0001521104-20-000001 · primary_doc.xml · nonDerivative · entry 1 Reid Gregory Allen · CIK 0001521104 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,000 Read SEC document |
| December 11, 2018 Filed Dec 11, 2018 14:30 UTC | Salient Midstream & MLP Fund SMM · Entity 123810 | PurchaseShares of Beneficial Interest | 5,000 | $8.05 | $40,245.00 |
DisclosureSEC source: 0001534293-18-000018 · primary_doc.xml · nonDerivative · entry 1 Reid Gregory Allen · CIK 0001521104 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,029 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.