Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FS Energy & Power FundNONE · Entity 16842 | Director | October 19, 2016 | October 21, 2016 |
| FS Investment Corp IVNONE · Entity 152998 | Director | December 03, 2018 | December 07, 2018 |
| FS KKR Capital CorpFSK · Entity 776 | Director | March 10, 2023 | March 14, 2023 |
| FS KKR Capital Corp. IIFSKR · Entity 138043 | Director | June 16, 2021 | June 21, 2021 |
| FS Specialty Lending FundFSSL · Entity 5027 | Director | March 10, 2026 | March 12, 2026 |
| KKR FS Income TrustNONE · Entity 15311 | Director | May 29, 2023 | May 30, 2023 |
| KKR FS Income Trust SelectNONE · Entity 15233 | Director | June 07, 2023 | June 07, 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.
FS Energy & Power Fund
Report date October 19, 2016 · Filed October 21, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares of beneficial interestSEC Table I · non-derivative | Direct | 43,992.79 |
Reported balance
After 2016-10-19 transaction · row 1
1 source rowRow 1 · 2016-10-19 · Purchase · Acquired 4,016.06 · Balance 43,992.79 F1: Acquired in accordance with Mr. Goldstein's prior election to purchase common shares of FS Energy and Power Fund ("FSEP") with fees earned during the prior calendar quarter as a trustee of FSEP and FS Investment Corporation II. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired in accordance with Mr. Goldstein's prior election to purchase common shares of FS Energy and Power Fund ("FSEP") with fees earned during the prior calendar quarter as a trustee of FSEP and FS Investment Corporation II.
FS Investment Corp IV
Report date December 03, 2018 · Filed December 07, 2018
This filing explicitly reported no securities owned.
FS KKR Capital Corp
Report date March 10, 2023 · Filed March 14, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 31,560 |
Reported balance
After 2023-03-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-03-10 · Purchase · Acquired 1,085 · Balance 31,560 F1: The sales were effected in multiple transactions at prices ranging from $18.5669 to $18.9085. The price reported in Column 4 is the weighted average price. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales were effected in multiple transactions at prices ranging from $18.5669 to $18.9085. The price reported in Column 4 is the weighted average price.
FS KKR Capital Corp. II
Report date June 16, 2021 · Filed June 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 0 |
Reported balance
After 2021-06-16 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-06-16 · Disposition to issuer · Disposed 7,884 · Balance 0 F1: Effective on June 10, 2020, FS KKR Capital Corp. II effected a 4 to 1 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 have been adjusted to reflect the Reverse Stock Split. F2: Disposed of in exchange for 7,488.2232 shares of FS KKR Capital Corp. ("FSK") common stock in connection with the closing of the merger of FSK and FS KKR Capital Corp. II ("FSKR") pursuant to that certain Agreement and Plan of Merger, dated as of November 23, 2020 (the "Merger Agreement"), by and among FSK, FSKR, Rocky Merger Sub, Inc. and FS/KKR Advisor, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Effective on June 10, 2020, FS KKR Capital Corp. II effected a 4 to 1 reverse stock split of its common stock (the "Reverse Stock Split"). The amount of securities reported on this Form 4 have been adjusted to reflect the Reverse Stock Split.
F2: Disposed of in exchange for 7,488.2232 shares of FS KKR Capital Corp. ("FSK") common stock in connection with the closing of the merger of FSK and FS KKR Capital Corp. II ("FSKR") pursuant to that certain Agreement and Plan of Merger, dated as of November 23, 2020 (the "Merger Agreement"), by and among FSK, FSKR, Rocky Merger Sub, Inc. and FS/KKR Advisor, LLC.
FS Specialty Lending Fund
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectIRA | 20,000 |
Reported balance
After 2026-03-10 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2026-03-10 · Purchase · Acquired 10,000 · Balance 20,000 |
| Common StockSEC Table I · non-derivative | IndirectLauren Goldstein Trust | 1,855 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,855 F1: The reported securities are held by a Trust for which the Reporting Person is the Grantor. The Reporting Person's spouse, who resides in the same household, serves as Trustee. The Reporting Person is reporting the securities as indirectly owned. |
| Common StockSEC Table I · non-derivative | IndirectStephanie Goldstein Trust | 1,855 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,855 F2: The reported securities are held by a Trust for which the Reporting Person serves as Grantor. The Reporting Person's spouse, who resides in the same household as the Reporting Person, serves as Trustee and the Reporting person's non-minor child, who does not reside in the same household as the Reporting Person, serves as Trustee. The Reporting Person is reporting the securities as indirectly owned. |
| Common StockSEC Table I · non-derivative | Direct | 14,697.132 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 14,697.132 |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are held by a Trust for which the Reporting Person is the Grantor. The Reporting Person's spouse, who resides in the same household, serves as Trustee. The Reporting Person is reporting the securities as indirectly owned.
F2: The reported securities are held by a Trust for which the Reporting Person serves as Grantor. The Reporting Person's spouse, who resides in the same household as the Reporting Person, serves as Trustee and the Reporting person's non-minor child, who does not reside in the same household as the Reporting Person, serves as Trustee. The Reporting Person is reporting the securities as indirectly owned.
KKR FS Income Trust
Report date May 29, 2023 · Filed May 30, 2023
This filing explicitly reported no securities owned.
KKR FS Income Trust Select
Report date June 07, 2023 · Filed June 07, 2023
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FS Investment Corp III
Report date December 18, 2019 · Filed December 19, 2019
Section 16 reporting ended · disclosed 2019-12-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-12-18 transaction · row 1
1 source rowRow 1 · 2019-12-18 · Disposition to issuer · Disposed 19,719 · Balance 0 F1: Disposed of in exchange for 19,333 shares of FS KKR Capital Corp II. (f/k/a FS Investment Corp.) ("FSK II") common stock in connection with the closing of the mergers of FSK II, FS Investment Corporation III ("FSIC III"), FS Investment Corporation IV ("FSIC IV") and Corporate Capital Trust II ("CCT II") pursuant to that certain Agreement and Plan of Merger, dated May 31, 2019 (the "Merger Agreement"), by and among FSK II, FSIC III, CCT II, FSIC IV, NT Acquisition 1, Inc., NT Acquisition 2, Inc., NT Acquisition 3, Inc. and FS/KKR Advisor, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in exchange for 19,333 shares of FS KKR Capital Corp II. (f/k/a FS Investment Corp.) ("FSK II") common stock in connection with the closing of the mergers of FSK II, FS Investment Corporation III ("FSIC III"), FS Investment Corporation IV ("FSIC IV") and Corporate Capital Trust II ("CCT II") pursuant to that certain Agreement and Plan of Merger, dated May 31, 2019 (the "Merger Agreement"), by and among FSK II, FSIC III, CCT II, FSIC IV, NT Acquisition 1, Inc., NT Acquisition 2, Inc., NT Acquisition 3, Inc. and FS/KKR Advisor, LLC.
Radius Global Infrastructure, Inc.
Report date September 21, 2023 · Filed September 21, 2023
Section 16 reporting ended · disclosed 2023-09-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2023-09-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-09-21 · Grant · Acquired 1,398,669 · Balance 1,541,109 F1: On 09/21/2023 (the "Effective Time"), pursuant to the Agreement and Plan of Merger, dated as of March 1, 2023 (as amended or otherwise modified from time to time, the "Merger Agreement"), by and among Radius Global Infrastructure, Inc., a Delaware corporation (the "Company"), APW OpCo LLC, a Delaware limited liability company ("OpCo"), Chord Parent, Inc., a Delaware corporation ("Parent"), Chord Merger Sub I, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub I"), and Chord Merger Sub II, LLC, a Delaware limited liability company and a wholly owned subsidiary of Merger Sub I ("Merger Sub II"), Merger Sub II merged with and into OpCo and Merger Sub I merged with and into the Company. F2: (Continued from Footnote 1) Pursuant to the Merger Agreement, (a) unless otherwise agreed, each share of the Company's Class A Common Stock was converted into the right to receive $15.00 per share in cash (the "Merger Consideration") and (b) each share of the Company's Class B Common Stock and each share of the Company's Series B Founder Preferred Stock was canceled for no consideration. Row 2 · 2023-09-21 · Disposition to issuer · Disposed 1,541,109 · Balance 0 F1: On 09/21/2023 (the "Effective Time"), pursuant to the Agreement and Plan of Merger, dated as of March 1, 2023 (as amended or otherwise modified from time to time, the "Merger Agreement"), by and among Radius Global Infrastructure, Inc., a Delaware corporation (the "Company"), APW OpCo LLC, a Delaware limited liability company ("OpCo"), Chord Parent, Inc., a Delaware corporation ("Parent"), Chord Merger Sub I, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub I"), and Chord Merger Sub II, LLC, a Delaware limited liability company and a wholly owned subsidiary of Merger Sub I ("Merger Sub II"), Merger Sub II merged with and into OpCo and Merger Sub I merged with and into the Company. F2: (Continued from Footnote 1) Pursuant to the Merger Agreement, (a) unless otherwise agreed, each share of the Company's Class A Common Stock was converted into the right to receive $15.00 per share in cash (the "Merger Consideration") and (b) each share of the Company's Class B Common Stock and each share of the Company's Series B Founder Preferred Stock was canceled for no consideration. |
| Class B Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-09-21 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2023-09-21 · Disposition to issuer · Disposed 1,323,669 · Balance 0 F3: Includes shares of Class B Common Stock that were granted in tandem with a corresponding number of Series A long-term incentive units ("Series A LTIP Unit") and Series C long-term incentive units ("Series C LTIP Unit") in OpCo. F1: On 09/21/2023 (the "Effective Time"), pursuant to the Agreement and Plan of Merger, dated as of March 1, 2023 (as amended or otherwise modified from time to time, the "Merger Agreement"), by and among Radius Global Infrastructure, Inc., a Delaware corporation (the "Company"), APW OpCo LLC, a Delaware limited liability company ("OpCo"), Chord Parent, Inc., a Delaware corporation ("Parent"), Chord Merger Sub I, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub I"), and Chord Merger Sub II, LLC, a Delaware limited liability company and a wholly owned subsidiary of Merger Sub I ("Merger Sub II"), Merger Sub II merged with and into OpCo and Merger Sub I merged with and into the Company. F2: (Continued from Footnote 1) Pursuant to the Merger Agreement, (a) unless otherwise agreed, each share of the Company's Class A Common Stock was converted into the right to receive $15.00 per share in cash (the "Merger Consideration") and (b) each share of the Company's Class B Common Stock and each share of the Company's Series B Founder Preferred Stock was canceled for no consideration. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-09-21 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-09-21 · Exercise / conversion · Disposed 1,398,669 · Balance 0 F4: Pursuant to the Merger Agreement, at the Effective Time, unless otherwise agreed, each outstanding Series A LTIP Unit, Series C LTIP Unit and Series B long-term incentive unit ("Series B LTIP Unit" and, collectively with Series A LTIP Unit and Series C LTIP Unit, "LTIP Units") vested with all applicable performance conditions deemed satisfied and was canceled and converted into the right to receive a lump-sum cash payment, without interest, equal to the product of the Merger Consideration and the number of shares of Class A Common Stock into which such LTIP Unit was convertible immediately prior to the Effective Time. |
| Series B Founder Preferred StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-09-21 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-09-21 · Sale · Disposed 75,000 · Balance 0 F5: Reflects shares of the Company's Series B Founder Preferred Stock ("Series B Founder Preferred Stock") that were granted in tandem with a corresponding number of Series B LTIP Units and were convertible on a one-to-one basis into the Company's Class B Common Stock prior to the Effective Time. F1: On 09/21/2023 (the "Effective Time"), pursuant to the Agreement and Plan of Merger, dated as of March 1, 2023 (as amended or otherwise modified from time to time, the "Merger Agreement"), by and among Radius Global Infrastructure, Inc., a Delaware corporation (the "Company"), APW OpCo LLC, a Delaware limited liability company ("OpCo"), Chord Parent, Inc., a Delaware corporation ("Parent"), Chord Merger Sub I, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub I"), and Chord Merger Sub II, LLC, a Delaware limited liability company and a wholly owned subsidiary of Merger Sub I ("Merger Sub II"), Merger Sub II merged with and into OpCo and Merger Sub I merged with and into the Company. F2: (Continued from Footnote 1) Pursuant to the Merger Agreement, (a) unless otherwise agreed, each share of the Company's Class A Common Stock was converted into the right to receive $15.00 per share in cash (the "Merger Consideration") and (b) each share of the Company's Class B Common Stock and each share of the Company's Series B Founder Preferred Stock was canceled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: On 09/21/2023 (the "Effective Time"), pursuant to the Agreement and Plan of Merger, dated as of March 1, 2023 (as amended or otherwise modified from time to time, the "Merger Agreement"), by and among Radius Global Infrastructure, Inc., a Delaware corporation (the "Company"), APW OpCo LLC, a Delaware limited liability company ("OpCo"), Chord Parent, Inc., a Delaware corporation ("Parent"), Chord Merger Sub I, Inc., a Delaware corporation and a wholly owned subsidiary of Parent ("Merger Sub I"), and Chord Merger Sub II, LLC, a Delaware limited liability company and a wholly owned subsidiary of Merger Sub I ("Merger Sub II"), Merger Sub II merged with and into OpCo and Merger Sub I merged with and into the Company.
F2: (Continued from Footnote 1) Pursuant to the Merger Agreement, (a) unless otherwise agreed, each share of the Company's Class A Common Stock was converted into the right to receive $15.00 per share in cash (the "Merger Consideration") and (b) each share of the Company's Class B Common Stock and each share of the Company's Series B Founder Preferred Stock was canceled for no consideration.
F3: Includes shares of Class B Common Stock that were granted in tandem with a corresponding number of Series A long-term incentive units ("Series A LTIP Unit") and Series C long-term incentive units ("Series C LTIP Unit") in OpCo.
F4: Pursuant to the Merger Agreement, at the Effective Time, unless otherwise agreed, each outstanding Series A LTIP Unit, Series C LTIP Unit and Series B long-term incentive unit ("Series B LTIP Unit" and, collectively with Series A LTIP Unit and Series C LTIP Unit, "LTIP Units") vested with all applicable performance conditions deemed satisfied and was canceled and converted into the right to receive a lump-sum cash payment, without interest, equal to the product of the Merger Consideration and the number of shares of Class A Common Stock into which such LTIP Unit was convertible immediately prior to the Effective Time.
F5: Reflects shares of the Company's Series B Founder Preferred Stock ("Series B Founder Preferred Stock") that were granted in tandem with a corresponding number of Series B LTIP Units and were convertible on a one-to-one basis into the Company's Class B Common Stock prior to the Effective Time.
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 |
|---|---|---|---|---|---|---|
| January 17, 2019 Filed Jan 18, 2019 21:37 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 5,000 | $5.85 | $29,250.00 |
DisclosureSEC source: 0001387131-19-000277 · goldstein-form4_011719.xml · nonDerivative · entry 1 Goldstein Richard I · CIK 0001420969 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 20,000 Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 15:02 UTC | FS Energy & Power Fund NONE · Entity 16842 | PurchaseCommon shares of beneficial interest | 4,016.06 | $7.47 | $29,999.97 |
DisclosureSEC source: 0001387131-16-007435 · goldstein-form4_101916.xml · nonDerivative · entry 1 Goldstein Richard I · CIK 0001420969 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,992.79 F1 · shares: Acquired in accordance with Mr. Goldstein's prior election to purchase common shares of FS Energy and Power Fund ("FSEP") with fees earned during the prior calendar quarter as a trustee of FSEP and FS Investment Corporation II. 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.