Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| APS BDC, LLCNONE · Entity 53043 | Director | March 03, 2026 | April 09, 2026 |
| Angel Oak Mortgage REIT, Inc.AOMR · Entity 6304 | Director | May 13, 2026 | May 14, 2026 |
| OHA DIRECT CREDIT FUNDNONE · Entity 40332 | Director · See Remarks | May 19, 2026 | June 08, 2026 |
| OHA Senior Private Lending Fund (U) LLCNONE · Entity 62205 | Director | January 21, 2023 | January 23, 2023 |
| Pine Grove Alternative Institutional FundN/A · Entity 158493 | Director | March 31, 2018 | May 15, 2018 |
| SEG Partners Long/Short Equity FundN/A · Entity 70382 | Director | April 10, 2025 | April 17, 2025 |
| T. Rowe Price OHA Flexible Credit Income FundNONE · Entity 50006 | Director | July 01, 2024 | July 02, 2024 |
| T. Rowe Price OHA Select Private Credit FundNONE · Entity 62206 | Director | August 23, 2023 | August 23, 2023 |
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.
APS BDC, LLC
Report date March 03, 2026 · Filed April 09, 2026
This filing explicitly reported no securities owned.
Angel Oak Mortgage REIT, Inc.
Report date May 13, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,677 |
Reported balance
After 2026-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 11,737 · Balance 64,677 F1: Includes the current grant of 11,737 shares of unvested restricted stock that vest on May 13, 2027 subject to the reporting person's continued service to the issuer through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes the current grant of 11,737 shares of unvested restricted stock that vest on May 13, 2027 subject to the reporting person's continued service to the issuer through the applicable vesting date.
OHA DIRECT CREDIT FUND
Report date May 19, 2026 · Filed June 08, 2026
This filing explicitly reported no securities owned.
OHA Senior Private Lending Fund (U) LLC
Report date January 21, 2023 · Filed January 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2023-01-21 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Pine Grove Alternative Institutional Fund
Report date March 31, 2018 · Filed May 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Pine Grove Alternative Institutional FundSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2018-03-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
SEG Partners Long/Short Equity Fund
Report date April 10, 2025 · Filed April 17, 2025
This filing explicitly reported no securities owned.
T. Rowe Price OHA Flexible Credit Income Fund
Report date July 01, 2024 · Filed July 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-07-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
T. Rowe Price OHA Select Private Credit Fund
Report date August 23, 2023 · Filed August 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2023-08-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 13, 2026 Filed May 14, 2026 20:30 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | GrantCommon Stock | 11,737 | $8.52 | $99,999.24 |
DisclosureSEC source: 0001766478-26-000036 · wk-form4_1778790618.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,677 F1 · balance_after: Includes the current grant of 11,737 shares of unvested restricted stock that vest on May 13, 2027 subject to the reporting person's continued service to the issuer through the applicable vesting date. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:08 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | PurchaseCommon Stock | 5,000 | $9.03 | $45,174.50 |
DisclosureSEC source: 0001766478-25-000082 · wk-form4_1754942927.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,940 Read SEC document |
| May 14, 2025 Filed May 15, 2025 20:20 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | GrantCommon Stock | 9,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001766478-25-000053 · wk-form4_1747340431.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,940 F1 · balance_after: Includes the current grant of 9,881 shares of unvested restricted stock that vest on May 14, 2026 subject to the reporting person's continued service to the issuer through the applicable vesting date. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 21:25 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | PurchaseCommon Stock | 5,000 | $9.10 | $45,482.00 |
DisclosureSEC source: 0001766478-24-000116 · wk-form4_1734729898.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,059 F1 · price: The unit price shown is an average price. F2 · balance_after: Includes the current grant of 6,655 shares of unvested restricted stock that vest on May 15, 2025 subject to the reporting person's continued service to the issuer through the applicable vesting date. Read SEC document |
| August 20, 2024 Filed Aug 21, 2024 21:11 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | SaleCommon Stock | 4,377 | $12.17 | $53,269.40 |
DisclosureSEC source: 0001766478-24-000085 · wk-form4_1724274661.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,059 Read SEC document |
| August 15, 2024 Filed Aug 16, 2024 21:48 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | SaleCommon Stock | 5,623 | $11.99 | $67,431.58 |
DisclosureSEC source: 0001766478-24-000083 · wk-form4_1723844899.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,436 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $11.99 to $12.01, inclusive. Upon request by the SEC staff, the issuer, or any security holder of the issuer, full information regarding the number of shares sold at each separate price will be provided. Read SEC document |
| May 15, 2024 Filed May 16, 2024 20:53 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | GrantCommon Stock | 6,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001766478-24-000059 · wk-form4_1715892760.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,059 F1 · ownership.direct: Includes the current grant of 6,655 shares of unvested restricted stock that vest on May 15, 2025 subject to the reporting person's continued service to the issuer through the applicable vesting date. Read SEC document |
| May 17, 2023 Filed May 19, 2023 21:56 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | GrantCommon Stock | 10,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001766478-23-000085 · wk-form4_1684533397.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,404 F1 · balance_after: Includes the current grant of 10,178 shares of unvested restricted stock that vest on May 17, 2024, subject to the reporting person's continued service to the Issuer through the applicable vesting date, 16,000 shares held in the reporting person's individual retirement account, and 10,226 shares held as tenant-in-common with the reporting person's spouse. Read SEC document |
| December 05, 2022 Filed Dec 5, 2022 21:05 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | PurchaseCommon Stock | 4,000 | $6.22 | $24,880.00 |
DisclosureSEC source: 0001766478-22-000142 · wf-form4_167027432800296.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,226 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $6.19 to $6.25, inclusive. The reporting person undertakes to provide to Angel Oak Mortgage, Inc., any security holder of Angel Oak Mortgage, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote (1) of this form. F2 · balance_after: Includes 6,015 shares of unvested restricted stock that vest on May 18, 2023, subject to the reporting person's continued service to the Issuer through the applicable vesting date; 16,000 shares held in the reporting person's individual retirement account (inclusive of the current purchase); and 4,211 shares held as tenant-in-common with the reporting person's spouse. Read SEC document |
| November 30, 2022 Filed Nov 30, 2022 22:39 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | PurchaseCommon Stock | 4,000 | $7.34 | $29,360.00 |
DisclosureSEC source: 0001766478-22-000138 · wf-form4_166984796884267.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,226 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.32 to $7.35, inclusive. The reporting person undertakes to provide to Angel Oak Mortgage, Inc., any security holder of Angel Oak Mortgage, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote (1) of this form. F2 · balance_after: Includes 6,015 shares of unvested restricted stock that vest on May 18, 2023 subject to the reporting person's continued service to the Issuer through the applicable vesting date. Read SEC document |
| May 19, 2022 Filed May 20, 2022 21:10 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | PurchaseCommon Stock | 4,000 | $13.30 | $53,200.00 |
DisclosureSEC source: 0001766478-22-000068 · wf-form4_165308100921393.xml · nonDerivative · entry 2 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,226 F1 · balance_after: Includes: the current grant of 6,015 shares of unvested restricted stock that vest on May 18, 2023, and 4,211 shares of unvested restricted stock that vest on June 21, 2022, subject to the reporting person's continued service to the Issuer through the applicable vesting dates. Read SEC document |
| May 18, 2022 Filed May 20, 2022 21:10 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | GrantCommon Stock | 6,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001766478-22-000068 · wf-form4_165308100921393.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,226 F1 · balance_after: Includes: the current grant of 6,015 shares of unvested restricted stock that vest on May 18, 2023, and 4,211 shares of unvested restricted stock that vest on June 21, 2022, subject to the reporting person's continued service to the Issuer through the applicable vesting dates. Read SEC document |
| April 01, 2022 Filed Apr 4, 2022 14:54 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | PurchaseCommon Stock | 4,000 | $16.40 | $65,600.00 |
DisclosureSEC source: 0001766478-22-000040 · wf-form4_164908404144737.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,211 F1 · balance_after: Includes 4,211 shares of unvested restricted stock that vest on June 21, 2022, subject to the reporting person's continued service to the Issuer through the vesting date of June 21, 2022. Read SEC document |
| March 10, 2022 Filed Mar 14, 2022 15:01 UTC | Angel Oak Mortgage REIT, Inc. AOMR · Entity 6304 | GrantCommon Stock | 4,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001766478-22-000026 · wf-form4_164727005407077.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,211 F1 · shares: These shares of restricted stock vest on June 21, 2022, subject to the reporting person's continued service to the Issuer through the vesting date of June 21, 2022. Read SEC document |
| December 01, 2017 Filed Dec 1, 2017 11:05 UTC | Pine Grove Alternative Institutional Fund N/A · Entity 158493 | SalePine Grove Alternative Institutional Fund | 107.743 | $1,005.18 | $108,301.11 |
DisclosureSEC source: 0001587373-17-000001 · primary_doc.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| December 30, 2016 Filed May 15, 2017 12:55 UTC | Pine Grove Alternative Institutional Fund N/A · Entity 158493 | OtherPine Grove Alternative Institutional Fund | 3.515 | $957.09 | $3,364.17 |
DisclosureSEC source: 0001600684-17-000004 · primary_doc.xml · nonDerivative · entry 1 Morgan Jonathan · CIK 0001587373 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107.743 F1 · kind: Reinvestment of dividends. 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.