Jonathan Phillips

Insider Reports History

Location
First Trust Capital Partners Llc, 120 East Liberty Drive, Suite 400, Wheaton, IL
Signature
/s/ Jonathan Phillips
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Jonathan Phillips:

Stock Role Class Num Shares Value Price $ Report Date Ownership
STREAMLINE HEALTH SOLUTIONS INC. Director Warrant (right to buy) 0 $17.5K $0.38 Aug 12, 2025 Direct
First Trust Enhanced Private Credit Fund Officer Common Shares 0 Jul 1, 2024 Direct
First Trust Private Assets Fund Officer Common Shares 0 Nov 10, 2016 Direct
STREAMLINE HEALTH SOLUTIONS INC. Director Common Stock, $0.01 par value 0 Aug 12, 2025 Direct
STREAMLINE HEALTH SOLUTIONS INC. Director Common Stock, $0.01 par value 0 Aug 12, 2025 Indirect

Insider Reports Filed by Jonathan Phillips

Symbol Company Period Transactions Value $ Form Type Date Filed Role
STRM STREAMLINE HEALTH SOLUTIONS INC. Aug 12, 2025 3 $0 4 Aug 14, 2025 Director
STRM STREAMLINE HEALTH SOLUTIONS INC. Jul 18, 2024 1 $125K 4 Jul 23, 2024 Director
FTCRED First Trust Enhanced Private Credit Fund Jul 1, 2024 0 $0 3 Jul 9, 2024 Officer
STRM STREAMLINE HEALTH SOLUTIONS INC. Feb 7, 2024 1 $17.5K 4 Feb 8, 2024 Director
STRM STREAMLINE HEALTH SOLUTIONS INC. Jun 15, 2023 1 $125K 4 Jun 20, 2023 Director
STRM STREAMLINE HEALTH SOLUTIONS INC. Oct 26, 2022 1 $150K 4 Oct 27, 2022 Director
STRM STREAMLINE HEALTH SOLUTIONS INC. Jun 7, 2022 1 $100K 4 Jun 9, 2022 Director
STRM STREAMLINE HEALTH SOLUTIONS INC. May 20, 2021 1 $75K 4 May 27, 2021 Director
FTPAX First Trust Private Assets Fund Nov 10, 2016 0 $0 3 May 7, 2024 Officer