Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Columbia Credit Income Opportunities FundNONE · Entity 54747 | President · Trustee | April 16, 2025 | April 23, 2025 |
| Columbia Seligman Premium Technology Growth Fund, Inc.STK · Entity 8974 | Senior Vice President | May 06, 2021 | May 14, 2021 |
| TRI-CONTINENTAL CorpTY · Entity 4547 | Senior Vice President | May 06, 2021 | May 14, 2021 |
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.
Columbia Credit Income Opportunities Fund
Report date April 16, 2025 · Filed April 23, 2025
This filing explicitly reported no securities owned.
Columbia Seligman Premium Technology Growth Fund, Inc.
Report date May 06, 2021 · Filed May 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Columbia Seligman Premium Technology Growth Fund, Inc.SEC Table I · non-derivative | Direct | 325 |
Reported balance
After 2021-05-06 transaction · row 1
1 source rowRow 1 · 2021-05-06 · Purchase · Acquired 325 · Balance 325 |
TRI-CONTINENTAL Corp
Report date May 06, 2021 · Filed May 14, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Tri-Continental Corporation Common StockSEC Table I · non-derivative | Direct | 325 |
Reported balance
After 2021-05-06 transaction · row 1
1 source rowRow 1 · 2021-05-06 · Purchase · Acquired 325 · Balance 325 |
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 06, 2021 Filed May 14, 2021 17:07 UTC | TRI-CONTINENTAL Corp TY · Entity 4547 | PurchaseTri-Continental Corporation Common Stock | 325 | $34.00 | $11,050.00 |
DisclosureSEC source: 0001567619-21-010047 · doc1.xml · nonDerivative · entry 1 Beckman Daniel · CIK 0001798714 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325 Read SEC document |
| May 06, 2021 Filed May 14, 2021 16:56 UTC | Columbia Seligman Premium Technology Growth Fund, Inc. STK · Entity 8974 | PurchaseColumbia Seligman Premium Technology Growth Fund, Inc. | 325 | $33.13 | $10,767.25 |
DisclosureSEC source: 0001567619-21-010041 · doc1.xml · nonDerivative · entry 1 Beckman Daniel · CIK 0001798714 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325 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.