Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Acadia Healthcare Company, Inc.ACHC · Entity 4312 | Director | May 06, 2026 | May 08, 2026 |
| Invesco Commercial Real Estate Finance Trust, Inc.N/A · Entity 118 | Director | June 01, 2026 | June 02, 2026 |
| Invesco Real Estate Income Trust Inc.NONE · Entity 126 | Director | December 31, 2025 | February 04, 2026 |
| TCW Direct Lending VII LLCNONE · Entity 45676 | Director | October 31, 2017 | October 31, 2017 |
| TCW Direct Lending VIII LLCNONE · Entity 45569 | Director | April 01, 2026 | April 03, 2026 |
| TCW SPECIALTY LENDING LLCNONE · Entity 45550 | Director | April 01, 2026 | April 03, 2026 |
| TCW Specialty Lending IX LLCNONE · Entity 45546 | Director | April 03, 2026 | April 03, 2026 |
| TCW Spirit Direct Lending LLCN/A · Entity 90109 | Director | May 30, 2024 | June 07, 2024 |
| TCW Star Direct Lending LLCnone · Entity 45561 | Director | August 26, 2022 | August 31, 2022 |
| TCW Steel City Senior Lending BDCNONE · Entity 45732 | Director | October 03, 2025 | October 03, 2025 |
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.
Acadia Healthcare Company, Inc.
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,358 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 6,331 · Balance 26,358 F1: Shares will vest over a 3-year period in equal yearly installments beginning May 6, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares will vest over a 3-year period in equal yearly installments beginning May 6, 2027.
Invesco Commercial Real Estate Finance Trust, Inc.
Report date June 01, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class E Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 7,894.833 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 3,864.465 · Balance 7,894.833 F1: This Form 4 reports the acquisition by the reporting person of shares of common stock resulting from an equity grant to the Issuer's non-executive directors. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4 reports the acquisition by the reporting person of shares of common stock resulting from an equity grant to the Issuer's non-executive directors.
Invesco Real Estate Income Trust Inc.
Report date December 31, 2025 · Filed February 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class E Common Stock, $0.01 par valueSEC Table I · non-derivative | Direct | 8,626.131 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 8,626.131 |
| Class E Common Stock, $0.01 par valueSEC Table I · non-derivative | IndirectBy Ralph David Kelly Revocable Trust | 4,795.974 |
Reported balance
Holding disclosure · report date 2025-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,795.974 F1: Includes 23.567 shares of Class E Common Stock acquired by the reporting person through the issuer's distribution reinvestment plan since the reporting person's last beneficial ownership report filed on Form 4 on December 3, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 23.567 shares of Class E Common Stock acquired by the reporting person through the issuer's distribution reinvestment plan since the reporting person's last beneficial ownership report filed on Form 4 on December 3, 2025.
TCW Direct Lending VII LLC
Report date October 31, 2017 · Filed October 31, 2017
This filing explicitly reported no securities owned.
TCW Direct Lending VIII LLC
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Limited Liability Company UnitsSEC Table I · non-derivative | IndirectR. David Kelly Revocable Trust | 0 |
Reported balance
After 2026-04-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-04-01 · Other · Disposed 2,000 · Balance 0 F1: Represents 2,000 limited liability company units of TCW Direct Lending VIII LLC tendered by the reporting person and accepted for exchange in the issuer's exchange offer (the "Exchange Offer"). Upon settlement of the Exchange Offer, the reporting person received 10,000 limited liability company units of TCW Specialty Lending LLC in exchange for the tendered TCW Direct Lending VIII LLC units, which were subsequently canceled. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 2,000 limited liability company units of TCW Direct Lending VIII LLC tendered by the reporting person and accepted for exchange in the issuer's exchange offer (the "Exchange Offer"). Upon settlement of the Exchange Offer, the reporting person received 10,000 limited liability company units of TCW Specialty Lending LLC in exchange for the tendered TCW Direct Lending VIII LLC units, which were subsequently canceled.
TCW SPECIALTY LENDING LLC
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Limited Liability Company UnitsSEC Table I · non-derivative | IndirectR. David Kelly Revocable Trust | 10,000 |
Reported balance
After 2026-04-01 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-04-01 · Other · Acquired 10,000 · Balance 10,000 F1: Represents 10,000 limited liability company units of TCW Specialty Lending LLC received by the reporting person upon settlement of the exchange offer by TCW Direct Lending VIII LLC (the "Exchange Offer"). In connection with the Exchange Offer, the reporting person tendered and exchanged 2,000 limited liability company units of TCW Direct Lending VIII LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 10,000 limited liability company units of TCW Specialty Lending LLC received by the reporting person upon settlement of the exchange offer by TCW Direct Lending VIII LLC (the "Exchange Offer"). In connection with the Exchange Offer, the reporting person tendered and exchanged 2,000 limited liability company units of TCW Direct Lending VIII LLC.
TCW Specialty Lending IX LLC
Report date April 03, 2026 · Filed April 03, 2026
This filing explicitly reported no securities owned.
TCW Spirit Direct Lending LLC
Report date May 30, 2024 · Filed June 07, 2024
This filing explicitly reported no securities owned.
TCW Star Direct Lending LLC
Report date August 26, 2022 · Filed August 31, 2022
This filing explicitly reported no securities owned.
TCW Steel City Senior Lending BDC
Report date October 03, 2025 · Filed October 03, 2025
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 01, 2026 Filed Jun 2, 2026 18:40 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 3,864.465 | $0.00 | $0.00 |
DisclosureSEC source: 0001632674-26-000004 · wk-form4_1780425627.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,894.833 F1 · shares: This Form 4 reports the acquisition by the reporting person of shares of common stock resulting from an equity grant to the Issuer's non-executive directors. Read SEC document |
| May 06, 2026 Filed May 8, 2026 21:01 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 6,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-214932 · ownership.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,358 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning May 6, 2027. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 17:26 UTC | TCW SPECIALTY LENDING LLC NONE · Entity 45550 | OtherCommon Limited Liability Company Units | 10,000 | $20.00 | $200,000.00 |
DisclosureSEC source: 0001193125-26-141845 · ownership.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · R. David Kelly Revocable Trust Disclosed balance after: 10,000 F1 · shares: Represents 10,000 limited liability company units of TCW Specialty Lending LLC received by the reporting person upon settlement of the exchange offer by TCW Direct Lending VIII LLC (the "Exchange Offer"). In connection with the Exchange Offer, the reporting person tendered and exchanged 2,000 limited liability company units of TCW Direct Lending VIII LLC. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 17:02 UTC | TCW Direct Lending VIII LLC NONE · Entity 45569 | OtherCommon Limited Liability Company Units | 2,000 | $100.00 | $200,000.00 |
DisclosureSEC source: 0001193125-26-141788 · ownership.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · R. David Kelly Revocable Trust Disclosed balance after: 0 F1 · shares: Represents 2,000 limited liability company units of TCW Direct Lending VIII LLC tendered by the reporting person and accepted for exchange in the issuer's exchange offer (the "Exchange Offer"). Upon settlement of the Exchange Offer, the reporting person received 10,000 limited liability company units of TCW Specialty Lending LLC in exchange for the tendered TCW Direct Lending VIII LLC units, which were subsequently canceled. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 23:15 UTC | Invesco Real Estate Income Trust Inc. NONE · Entity 126 | GrantClass E Common Stock, $0.01 par value | 2,683.766 | $0.00 | $0.00 |
DisclosureSEC source: 0001632674-25-000009 · wk-form4_1764803718.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,626.131 F1 · shares: This Form 4 reports the acquisition by the reporting person of shares of common stock resulting from an equity grant to the issuer's non-executive directors. Read SEC document |
| June 02, 2025 Filed Jun 3, 2025 16:38 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantClass E Common Stock, $0.01 par value | 2,448.119 | $0.00 | $0.00 |
DisclosureSEC source: 0001632674-25-000004 · wk-form4_1748968730.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,030.368 F1 · kind: This Form 4 reports the acquisition by the reporting person of Common Stock resulting from an equity grant to the Issuers non-executive directors. Read SEC document |
| May 29, 2025 Filed May 30, 2025 21:10 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 4,923 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079846 · ownership.xml · nonDerivative · entry 2 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,027 F2 · shares: Reflects Mr. Kelly's election to receive his annual cash retainer as a director for 2025 in shares of common stock. Read SEC document |
| May 29, 2025 Filed May 30, 2025 21:10 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 7,032 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-079846 · ownership.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,104 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning May 29, 2026. Read SEC document |
| December 01, 2024 Filed Dec 3, 2024 20:36 UTC | Invesco Real Estate Income Trust Inc. NONE · Entity 126 | GrantClass E Common Stock, $0.01 par value | 2,180.93 | $0.00 | $0.00 |
DisclosureSEC source: 0001632674-24-000007 · wk-form4_1733258210.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,942.365 F1 · shares: This Form 4 reports the acquisition by the reporting person of Common Shares resulting from an equity grant to the registrant's non-executive directors. Read SEC document |
| May 23, 2024 Filed May 31, 2024 20:21 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,414 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067344 · ownership.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,072 F1 · shares: Shares will vest over a 3-year period in equal yearly installments beginning May 23, 2025. Read SEC document |
| May 17, 2024 Filed May 21, 2024 15:32 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantCommon Stock, $0.01 par value | 835.097 | $0.00 | $0.00 |
DisclosureSEC source: 0001632674-24-000003 · wk-form4_1716305560.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,582.249 Read SEC document |
| November 16, 2023 Filed Nov 20, 2023 19:09 UTC | Invesco Commercial Real Estate Finance Trust, Inc. N/A · Entity 118 | GrantCommon Stock, $0.01 par value | 747.152 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-055996 · doc4.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 747.152 Read SEC document |
| May 18, 2023 Filed May 19, 2023 21:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 1,351 | $71.78 | $96,974.78 |
DisclosureSEC source: 0000899243-23-013385 · doc4.xml · nonDerivative · entry 2 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,658 F2 · shares: Reflects Mr. Kelly's election to receive his annual cash retainer as a director for 2023 in shares of common stock. Read SEC document |
| May 18, 2023 Filed May 19, 2023 21:05 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,229 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-013385 · doc4.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,307 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning May 18, 2024. Read SEC document |
| July 21, 2022 Filed Jul 22, 2022 21:14 UTC | Acadia Healthcare Company, Inc. ACHC · Entity 4312 | GrantCommon Stock | 2,078 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-026588 · doc4.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,078 F1 · shares: Shares will vest over a 3-year period in equal annual installments beginning July 21, 2023. Read SEC document |
| July 08, 2022 Filed Aug 10, 2022 22:14 UTC | TCW Direct Lending VIII LLC N/A · Entity 45569 | PurchaseCommon Limited Liability Company Units | 2,000 | $100.00 | $200,000.00 |
DisclosureSEC source: 0001825265-22-000006 · primary_doc.xml · nonDerivative · entry 1 KELLY RALPH DAVID · CIK 0001632674 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · R. David Kelly Revocable Trust Disclosed balance after: 2,000 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.