Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Investcorp US Institutional Private Credit FundNONE · Entity 117212 | Trustee | February 06, 2023 | February 07, 2023 |
| Investcorp US Private Credit BDC IINONE · Entity 62203 | Director | March 06, 2026 | March 06, 2026 |
| Runway Growth Finance Corp.NONE · Entity 6030 | Director | May 10, 2019 | May 14, 2019 |
| SEACOR Marine Holdings Inc.SMHI · Entity 6091 | Director | June 02, 2026 | June 04, 2026 |
| StepStone Private Credit Co-Investment FundNONE · Entity 80500 | Director | April 25, 2025 | April 25, 2025 |
| Stepstone Private Credit Fund LLCNONE · Entity 68145 | Director | May 02, 2023 | May 02, 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.
Investcorp US Institutional Private Credit Fund
Report date February 06, 2023 · Filed February 07, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2023-02-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Investcorp US Private Credit BDC II
Report date March 06, 2026 · Filed March 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2026-03-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Runway Growth Finance Corp.
Report date May 10, 2019 · Filed May 14, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 10,439.02 |
Reported balance
After 2019-05-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-05-10 · Purchase · Acquired 1,761.43 · Balance 10,439.02 F1: The number of shares includes shares acquired pursuant to the Runway Growth Credit Fund Inc. automatic dividend reinvestment plan ("DRIP"), exempt under Rule 16a-11. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of shares includes shares acquired pursuant to the Runway Growth Credit Fund Inc. automatic dividend reinvestment plan ("DRIP"), exempt under Rule 16a-11.
SEACOR Marine Holdings Inc.
Report date June 02, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 100,698 |
Reported balance
After 2026-06-02 transaction · row 1
1 source rowRow 1 · 2026-06-02 · Grant · Acquired 15,222 · Balance 100,698 F1: The restricted stock award reported in this Form 4 will lapse on the earlier of (i) the date of the 2027 annual meeting of stockholders of the Issuer, provided that such date is not less than 50 weeks from the grant date of such award, and (ii) June 2, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: The restricted stock award reported in this Form 4 will lapse on the earlier of (i) the date of the 2027 annual meeting of stockholders of the Issuer, provided that such date is not less than 50 weeks from the grant date of such award, and (ii) June 2, 2027.
StepStone Private Credit Co-Investment Fund
Report date April 25, 2025 · Filed April 25, 2025
This filing explicitly reported no securities owned.
Stepstone Private Credit Fund LLC
Report date May 02, 2023 · Filed May 02, 2023
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| June 02, 2026 Filed Jun 4, 2026 20:47 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantCommon Stock | 15,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-257611 · ownership.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,698 F1 · shares: The restricted stock award reported in this Form 4 will lapse on the earlier of (i) the date of the 2027 annual meeting of stockholders of the Issuer, provided that such date is not less than 50 weeks from the grant date of such award, and (ii) June 2, 2027. Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 22:40 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | SaleCommon Stock | 7,000 | $7.45 | $52,182.90 |
DisclosureSEC source: 0001193125-25-278053 · ownership.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,476 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $7.41 to $7.49, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 03, 2025 Filed Jun 5, 2025 20:32 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantCommon Stock | 23,525 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-082409 · ownership.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,476 F1 · shares: The restricted stock award reported in this Form 4 will lapse on the earlier of (i) the date of the 2026 annual meeting of stockholders of the Issuer, provided that such date is not less than 50 weeks from the grant date of such award, and (ii) June 3, 2026. Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 21:00 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantCommon Stock | 8,599 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-069968 · ownership.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,951 F1 · shares: The restricted stock award reported on this Form 4 will lapse on the earlier of (i) the date of the 2025 annual meeting of stockholders of the Issuer and (ii) June 4, 2025. Read SEC document |
| May 09, 2024 Filed May 10, 2024 21:41 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | SaleCommon Stock | 7,500 | $13.26 | $99,450.00 |
DisclosureSEC source: 0000950170-24-057985 · ownership.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,352 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.25 to $13.28, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 03, 2023 Filed Nov 6, 2023 22:10 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | SaleCommon Stock | 20,000 | $13.45 | $269,000.00 |
DisclosureSEC source: 0001209191-23-054553 · doc4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,852 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.26 to $13.995, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 06, 2023 Filed Jun 7, 2023 23:41 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035244 · doc4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,852 F1 · shares: The restricted stock award reported on this Form 4 will lapse on the earlier of (i) the date of the 2024 annual meeting of stockholders of the Issuer and (ii) June 6, 2024. Read SEC document |
| June 09, 2022 Filed Jun 9, 2022 21:53 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantCommon Stock | 13,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035542 · doc4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,852 F1 · shares: The restricted stock award reported on this Form 4 will lapse on June 7, 2023. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:55 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantCommon Stock | 21,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039365 · doc4.xml · nonDerivative · entry 2 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,887 F1 · shares: The restricted stock award reported on this Form 4 will lapse on June 8, 2022. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 01:55 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantCommon Stock | 22,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039365 · doc4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,221 Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 01:53 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantStock Options (right to buy) · Derivative | 15,996 | $0.00 Strike: $4.39 | $0.00 |
DisclosureSEC source: 0001209191-20-035773 · doc4.xml · derivative · entry 2 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,996 Underlying: Common Stock · 15,996 shares Expires 2030-06-09 Read SEC document |
| June 09, 2020 Filed Jun 11, 2020 01:53 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantCommon Stock | 8,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-035773 · doc4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,814 Read SEC document |
| June 11, 2019 Filed Jun 12, 2019 23:48 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantStock Options (right to buy) · Derivative | 7,929 | $0.00 Strike: $13.83 | $0.00 |
DisclosureSEC source: 0001209191-19-036550 · doc4.xml · derivative · entry 2 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,929 Underlying: Common Stock · 7,929 shares Expires 2029-06-11 Read SEC document |
| June 11, 2019 Filed Jun 12, 2019 23:48 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantCommon Stock | 4,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-036550 · doc4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,154 Read SEC document |
| May 10, 2019 Filed May 14, 2019 23:08 UTC | Runway Growth Finance Corp. NONE · Entity 6030 | PurchaseCommon Stock, par value $0.01 per share | 1,761.43 | $15.16 | $26,703.28 |
DisclosureSEC source: 0001144204-19-026113 · tv521447_4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,439.02 F1 · balance_after: The number of shares includes shares acquired pursuant to the Runway Growth Credit Fund Inc. automatic dividend reinvestment plan ("DRIP"), exempt under Rule 16a-11. Read SEC document |
| January 02, 2019 Filed Jan 4, 2019 21:03 UTC | Runway Growth Finance Corp. NONE · Entity 6030 | PurchaseCommon Stock, par value $0.01 per share | 2,371.87 | $15.19 | $36,028.71 |
DisclosureSEC source: 0001144204-19-000658 · tv510360_form4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,454.23 F1 · balance_after: The number of shares includes shares acquired pursuant to the Runway Growth Credit Fund Inc. automatic dividend reinvestment plan ("DRIP"), exempt under Rule 16a-11. Read SEC document |
| September 14, 2018 Filed Sep 18, 2018 21:42 UTC | Runway Growth Finance Corp. NONE · Entity 6030 | PurchaseCommon Stock, par value $0.01 per share | 1,089.15 | $15.02 | $16,359.03 |
DisclosureSEC source: 0001144204-18-049888 · tv503015_form4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,944.28 F1 · balance_after: The number of shares includes shares acquired pursuant to the Runway Growth Credit Fund Inc. automatic dividend reinvestment plan ("DRIP"), exempt under Rule 16a-11. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 20:28 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantStock Options (right to buy) · Derivative | 6,213 | $0.00 Strike: $21.65 | $0.00 |
DisclosureSEC source: 0001690334-18-000057 · wf-form4_152900810367018.xml · derivative · entry 2 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,213 Underlying: Common Stock · 6,213 shares Expires 2028-06-12 Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 20:28 UTC | SEACOR Marine Holdings Inc. SMHI · Entity 6091 | GrantCommon Stock | 2,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001690334-18-000057 · wf-form4_152900810367018.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,788 Read SEC document |
| December 08, 2017 Filed Dec 11, 2017 22:07 UTC | Runway Growth Finance Corp. NONE · Entity 6030 | PurchaseCommon Stock, par value $0.01 per share | 3,544.8 | $15.00 | $53,172.00 |
DisclosureSEC source: 0001144204-17-063155 · tv481110_4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,727.27 Read SEC document |
| August 28, 2017 Filed Sep 5, 2017 15:50 UTC | Runway Growth Finance Corp. NONE · Entity 6030 | PurchaseCommon Stock, par value $0.01 per share | 517.6 | $15.00 | $7,764.00 |
DisclosureSEC source: 0001144204-17-046509 · v474581_4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,182.47 Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 21:01 UTC | Runway Growth Finance Corp. NONE · Entity 6030 | PurchaseCommon Stock, par value $0.01 per share | 363.73 | $15.00 | $5,455.95 |
DisclosureSEC source: 0001144204-17-032561 · v468923_4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664.87 Read SEC document |
| April 19, 2017 Filed Apr 21, 2017 19:12 UTC | Runway Growth Finance Corp. NONE · Entity 6030 | PurchaseCommon Stock, par value $0.01 per share | 301.13 | $15.00 | $4,516.95 |
DisclosureSEC source: 0001144204-17-021509 · v464349_4.xml · nonDerivative · entry 1 Persily Julie · CIK 0001593007 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301.13 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.