Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Chicago Atlantic BDC, Inc.LIEN · Entity 6189 | Director · Chief Executive Officer | September 19, 2025 | September 22, 2025 |
| Chicago Atlantic Real Estate Finance, Inc.REFI · Entity 6035 | Director · Co-Chief Executive Officer | August 18, 2026 | August 21, 2026 |
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.
Chicago Atlantic BDC, Inc.
Report date September 19, 2025 · Filed September 22, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CHICAGO ATLANTIC BDC, INC. COMMON STOCK (LIEN)SEC Table I · non-derivative | Direct | 5,918 |
Reported balance
After 2025-09-19 transaction · row 1
1 source rowRow 1 · 2025-09-19 · Purchase · Acquired 450 · Balance 5,918 |
Chicago Atlantic Real Estate Finance, Inc.
Report date August 18, 2026 · Filed August 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 123,356 |
Last balance in matching sequence
After 2026-08-19 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2026-08-18 · Purchase · Acquired 1,500 · Balance 119,856 F1: On April 20, 2026, Mr. Sack was awarded 37,099 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 37,099 restricted shares of common stock will vest over a three-year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. Row 2 · 2026-08-19 · Purchase · Acquired 1,500 · Balance 121,356 F1: On April 20, 2026, Mr. Sack was awarded 37,099 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 37,099 restricted shares of common stock will vest over a three-year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. Row 3 · 2026-08-19 · Purchase · Acquired 2,000 · Balance 123,356 F1: On April 20, 2026, Mr. Sack was awarded 37,099 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 37,099 restricted shares of common stock will vest over a three-year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 20, 2026, Mr. Sack was awarded 37,099 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 37,099 restricted shares of common stock will vest over a three-year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively.
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 |
|---|---|---|---|---|---|---|
| August 19, 2026 Filed Aug 21, 2026 17:49 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | PurchaseCommon Stock | 2,000 | $10.39 | $20,780.00 |
DisclosureSEC source: 0001193125-26-360717 · ownership.xml · nonDerivative · entry 3 Sack Peter · CIK 0001897415 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,356 F1 · balance_after: On April 20, 2026, Mr. Sack was awarded 37,099 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 37,099 restricted shares of common stock will vest over a three-year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. Read SEC document |
| August 19, 2026 Filed Aug 21, 2026 17:49 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | PurchaseCommon Stock | 1,500 | $10.53 | $15,795.00 |
DisclosureSEC source: 0001193125-26-360717 · ownership.xml · nonDerivative · entry 2 Sack Peter · CIK 0001897415 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,356 F1 · balance_after: On April 20, 2026, Mr. Sack was awarded 37,099 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 37,099 restricted shares of common stock will vest over a three-year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. Read SEC document |
| August 18, 2026 Filed Aug 21, 2026 17:49 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | PurchaseCommon Stock | 1,500 | $10.43 | $15,645.00 |
DisclosureSEC source: 0001193125-26-360717 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,856 F1 · balance_after: On April 20, 2026, Mr. Sack was awarded 37,099 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 37,099 restricted shares of common stock will vest over a three-year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. Read SEC document |
| April 20, 2026 Filed Apr 23, 2026 01:29 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | GrantCommon Stock | 37,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-046826 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,356 F1 · balance_after: On April 20, 2026, Mr. Sack was awarded 37,099 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 37,099 restricted shares of common stock will vest over a three-year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. Read SEC document |
| October 14, 2025 Filed Oct 16, 2025 21:24 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | PurchaseCommon Stock | 8,150 | $12.43 | $101,304.50 |
DisclosureSEC source: 0001193125-25-241567 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,257 F1 · balance_after: On April 1, 2025, Mr. Sack was awarded 28,398 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 28,398 restricted shares of common stock will vest over a three-year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. Read SEC document |
| September 19, 2025 Filed Sep 22, 2025 14:59 UTC | Chicago Atlantic BDC, Inc. LIEN · Entity 6189 | PurchaseCHICAGO ATLANTIC BDC, INC. COMMON STOCK (LIEN) | 450 | $11.23 | $5,053.50 |
DisclosureSEC source: 0001193125-25-210569 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,918 Read SEC document |
| July 17, 2025 Filed Jul 17, 2025 22:04 UTC | Chicago Atlantic BDC, Inc. LIEN · Entity 6189 | PurchaseCHICAGO ATLANTIC BDC, INC. COMMON STOCK (LIEN) | 1,000 | $10.47 | $10,470.00 |
DisclosureSEC source: 0000950170-25-096680 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,468 Read SEC document |
| May 28, 2025 Filed Jun 2, 2025 20:01 UTC | Chicago Atlantic BDC, Inc. LIEN · Entity 6189 | PurchaseCommon Stock | 500 | $10.29 | $5,145.00 |
DisclosureSEC source: 0001213900-25-050022 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,468 Read SEC document |
| May 19, 2025 Filed May 22, 2025 22:35 UTC | Chicago Atlantic BDC, Inc. LIEN · Entity 6189 | PurchaseCommon Stock | 500 | $10.42 | $5,210.00 |
DisclosureSEC source: 0000950103-25-006357 · dp229146_4-sack.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,968 Read SEC document |
| April 17, 2025 Filed Apr 19, 2025 00:47 UTC | Chicago Atlantic BDC, Inc. LIEN · Entity 6189 | PurchaseCommon Stock | 50 | $10.50 | $525.00 |
DisclosureSEC source: 0000950103-25-005074 · dp227920_4-sack.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,468 Read SEC document |
| April 10, 2025 Filed Apr 11, 2025 00:38 UTC | Chicago Atlantic BDC, Inc. LIEN · Entity 6189 | PurchaseCommon Stock | 100 | $10.82 | $1,082.00 |
DisclosureSEC source: 0001213900-25-030764 · ownership.xml · nonDerivative · entry 3 Sack Peter · CIK 0001897415 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,418 Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 00:38 UTC | Chicago Atlantic BDC, Inc. LIEN · Entity 6189 | OtherCommon Stock | 3,118 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-030764 · ownership.xml · nonDerivative · entry 2 Sack Peter · CIK 0001897415 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,318 F1 · kind: Represents shares of Common Stock acquired in an in-kind distribution of shares of Common Stock by Chicago Atlantic Loan Portfolio, LLC ("CALP"), to Mr. Sack as a member of CALP, for no consideration. F1 · price: Represents shares of Common Stock acquired in an in-kind distribution of shares of Common Stock by Chicago Atlantic Loan Portfolio, LLC ("CALP"), to Mr. Sack as a member of CALP, for no consideration. Read SEC document |
| April 08, 2025 Filed Apr 11, 2025 00:38 UTC | Chicago Atlantic BDC, Inc. LIEN · Entity 6189 | PurchaseCommon Stock | 100 | $10.98 | $1,098.00 |
DisclosureSEC source: 0001213900-25-030764 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 Read SEC document |
| April 04, 2025 Filed Apr 8, 2025 14:03 UTC | Chicago Atlantic BDC, Inc. LIEN · Entity 6189 | PurchaseCommon Stock | 100 | $10.70 | $1,070.00 |
DisclosureSEC source: 0000950103-25-004512 · dp227373_4-sack.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:11 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | GrantCommon Stock | 28,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-028743 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,107 F1 · balance_after: On April 1, 2025, Mr. Sack was awarded 28,398 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 28,398 restricted shares of common stock will vest over a three-year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. Read SEC document |
| April 01, 2024 Filed Apr 4, 2024 01:40 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | GrantCommon Stock | 11,388 | $15.59 | $177,538.92 |
DisclosureSEC source: 0001213900-24-030047 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Director · Co-Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,709 F1 · balance_after: On April 1, 2024, Mr. Sack was awarded 11,388 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 11,388 restricted shares of common stock will vest over a three year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 22:32 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | GrantCommon Stock | 27,500 | $14.75 | $405,625.00 |
DisclosureSEC source: 0001213900-23-045896 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Director · Co-President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,321 F1 · balance_after: On June 1, 2023, Mr. Sack was awarded 27,500 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 27,500 restricted shares of common stock will vest over a three year period, with one-third of the restricted stock vesting after 12 months, 24 months and 36 months, respectively. Read SEC document |
| December 12, 2022 Filed Dec 14, 2022 02:43 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | PurchaseCommon Stock | 2,396 | $15.86 | $38,000.56 |
DisclosureSEC source: 0001213900-22-079608 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,821 Read SEC document |
| December 10, 2021 Filed Dec 11, 2021 01:43 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | GrantCommon Stock | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-064800 · ownership.xml · nonDerivative · entry 2 Sack Peter · CIK 0001897415 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,425 F2 · balance_after: On December 10, 2021, Mr. Sack was awarded 3,125 restricted shares of common stock under the Chicago Atlantic Real Estate Finance, Inc. 2021 Omnibus Incentive Plan. Pursuant to the terms of the award agreement, the 3,125 restricted shares of common stock will vest in three years, with one-third of the restricted stock vesting after 12 months, and one-twenty fourth of the restricted stock vesting on a monthly basis thereafter. Read SEC document |
| December 08, 2021 Filed Dec 11, 2021 01:43 UTC | Chicago Atlantic Real Estate Finance, Inc. REFI · Entity 6035 | PurchaseCommon Stock | 300 | $16.00 | $4,800.00 |
DisclosureSEC source: 0001213900-21-064800 · ownership.xml · nonDerivative · entry 1 Sack Peter · CIK 0001897415 · Director · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300 F1 · balance_after: All of the shares held by Mr. Sack are subject to a 180-day lockup that ends on June 5, 2022. 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.