Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FlowStone Opportunity FundNONE · Entity 51327 | Director | April 03, 2023 | April 04, 2023 |
| Huron Consulting Group Inc.HURN · Entity 4332 | Director | July 01, 2026 | July 06, 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.
FlowStone Opportunity Fund
Report date April 03, 2023 · Filed April 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | IndirectBy Revocable Trust u/a/d 6/8/07 | 14,767 |
Reported balance
After 2023-04-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-04-03 · Purchase · Acquired 14,767 · Balance 14,767 F1: On April 3, 2023, the Reporting Person made an investment of $250,000 in the issuer. The amount of shares purchased, the price, and the amount of shares beneficially owned after the transaction, are estimated due to the timing of the calculation of the issuer's net asset value. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 3, 2023, the Reporting Person made an investment of $250,000 in the issuer. The amount of shares purchased, the price, and the amount of shares beneficially owned after the transaction, are estimated due to the timing of the calculation of the issuer's net asset value.
Huron Consulting Group Inc.
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 934 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 934 · Balance 934 F1: Consists of restricted stock units granted to the reporting person on July 1, 2026, all of which will vest on the first anniversary of the award. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units granted to the reporting person on July 1, 2026, all of which will vest on the first anniversary of the award.
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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 6, 2026 13:52 UTC | Huron Consulting Group Inc. HURN · Entity 4332 | GrantCommon Stock | 934 | $0.00 | $0.00 |
DisclosureSEC source: 0001289848-26-000111 · wk-form4_1783345948.xml · nonDerivative · entry 1 Vernick Shoshana · CIK 0001945536 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 934 F1 · shares: Consists of restricted stock units granted to the reporting person on July 1, 2026, all of which will vest on the first anniversary of the award. Read SEC document |
| April 03, 2023 Filed Apr 4, 2023 20:07 UTC | FlowStone Opportunity Fund NONE · Entity 51327 | PurchaseCommon Shares | 14,767 | $16.93 | $250,005.31 |
DisclosureSEC source: 0001839882-23-008961 · vernick-form4_040323.xml · nonDerivative · entry 1 Vernick Shoshana · CIK 0001945536 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Revocable Trust u/a/d 6/8/07 Disclosed balance after: 14,767 F1 · shares: On April 3, 2023, the Reporting Person made an investment of $250,000 in the issuer. The amount of shares purchased, the price, and the amount of shares beneficially owned after the transaction, are estimated due to the timing of the calculation of the issuer's net asset value. F1 · price: On April 3, 2023, the Reporting Person made an investment of $250,000 in the issuer. The amount of shares purchased, the price, and the amount of shares beneficially owned after the transaction, are estimated due to the timing of the calculation of the issuer's net asset value. F1 · balance_after: On April 3, 2023, the Reporting Person made an investment of $250,000 in the issuer. The amount of shares purchased, the price, and the amount of shares beneficially owned after the transaction, are estimated due to the timing of the calculation of the issuer's net asset value. 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.