Held David - Insider Trading & Ownership

Real time insider trading transaction history:

  • Insiders are prohibited from making short-swing profits by trading their shares within 6 months of the registration or acquiring the shares.
  • 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
What is insider trading>>
Time period
Insider Trading Transactions for Held David
Common stock purchase or sale:
Transaction
Date
Reported
DateTime
CompanySymbolInsider
Relationship
Shares
Traded
Average
Price
Total
Amount
Shares
Owned
Filing
2026-03-23
Purchase
2026-03-24
4:46 pm
BCP Investment CorpBCICHeld David
Chief Compliance Officer
938$7.3499$6,8941,258
(Direct)
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2025-05-13
Purchase
2025-05-15
5:35 pm
Portman Ridge Finance CorpPTMNHeld David
Chief Compliance Officer
320$12.39$3,963320
(Direct)
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Stock options: Exercise, Award, Grant, Conversion
Transaction
Date
Reported
DateTime
Exercisable
Expiration
CompanySymnbolInsider
Relationship
Shares
Traded
Conversion
Price
Shares
Owned
Filing
2026-06-01
Option Award
2026-06-03
4:53 pm
N/A
N/A
Mount Logan Capital Inc.MLCIHeld David
Chief Compliance Officer
3,817$03,817
(Direct)
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Ownership(A)
2026-03-31
09:01 am
N/A
N/A
Mount Logan Capital Inc.MLCIHeld David
Chief Compliance Officer
0$00
(Direct)
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Ownership
2025-09-22
4:38 pm
N/A
N/A
Mount Logan Capital Inc.MLCIHeld David
Chief Compliance Officer
0$00
(Direct)
View

Ownership
2022-05-02
3:14 pm
N/A
N/A
Opportunistic Credit Interval FundSOFIXHeld David
Chief Compliance Officer
0$00
(Direct)
View
(A) Indicate amendment filing.