Insider Holders & Insider Ownership - Forum Real Estate Income Fund (FORFX)

List of insiders holdings for Forum Real Estate Income Fund:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Insider Holder NameReport
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
Kerschner John
Brophy Pat
Brooks Jason R
McCahill Thom
Investment Committee Member
2021-09-01 17:00:44129,707
305,610
435,316Form 3
Fisk Darren
Chief Executive Officer
2022-11-02 19:46:030
312,374
312,374Form 4
Fisk Darren
Swerdlow Marc
Gerstenhaber David
Chief Executive Officer
2021-07-29 12:37:050
126,828
126,828Form 4
Gerstenhaber David
Director
2023-12-12 16:02:540
126,828
126,828Form 4
Peters Raleigh
Director
2024-02-14 18:53:2820,964
0
20,964Form 4
Biondi Brien
Independent Trustee
Director
2022-12-14 13:01:083,254
0
3,254Form 4
Ryan Elizabeth Anne
Fund Secretary
2024-02-14 14:16:502,895
0
2,895Form 5
Nemzer Brad
Vice President
2024-02-14 14:13:03607.61
0
607.61Form 5
Dahl Elisabeth
Swerdlow Marc
Mullins Derek Jason
Teeple Amanda
Merrill Tom
Gossard Cory J
Secretary
2021-05-03 18:37:480
0
0Form 3
Bell Michael Alan
Foster Jody
Gerstenhaber David
Director
2021-05-04 09:06:330
0
0Form 3
SATTELMAIR PETER
Asst. Treasurer
2022-08-01 11:24:040
0
0Form 3
Bell Michael Alan
President
2022-08-01 11:27:310
0
0Form 3
Cooling Julie
Director
2022-09-01 17:06:330
0
0Form 3
Miller James W.
President
2023-10-10 20:47:450
0
0Form 3