Gary Shugrue

Insider Reports History

Location
C/O Umb Fund Services, Inc., 235 West Galena Street, Milwaukee, WI
Signature
/s/ Gary Shugrue
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 Gary Shugrue:

Stock Role Class Num Shares Value Price $ Report Date Ownership
AFA Multi-Manager Credit Fund Director Common Shares 0 Jun 30, 2021 Direct
Destiny Alternative Fund LLC Director Common Shares 0 Jul 1, 2022 Direct
Destiny Alternative Fund (Tax Exempt) LLC Director Common Shares 0 Jul 1, 2022 Direct
First Trust Hedged Strategies Fund Director Common Shares 0 Jun 27, 2023 Direct
First Trust Private Assets Fund Director Common Shares 0 Jan 9, 2023 Direct
First Trust Private Credit Fund Director Common Shares 0 May 9, 2022 Direct
First Trust Real Assets Fund Director Common Shares 0 Apr 29, 2022 Direct
INFINITY CORE ALTERNATIVE FUND Independent Trustee Common Shares 0 Sep 28, 2021 Direct
Relative Value Fund Independent Trustee Common Shares 0 Sep 28, 2021 Direct
Variant Impact Fund Director Common Shares 0 Dec 6, 2021 Direct

Insider Reports Filed by Gary Shugrue

Symbol Company Period Transactions Value $ Form Type Date Filed Role
FTPCX First Trust Enhanced Private Credit Fund Jul 1, 2024 0 $0 3 Jul 3, 2024 Director
ICHX Variant Alternative Income Fund Feb 26, 2024 0 $0 3 Mar 4, 2024 Director
N/A First Trust Hedged Strategies Fund Jun 27, 2023 0 $0 3 Jul 6, 2023 Director
FTPAX First Trust Private Assets Fund Jan 9, 2023 0 $0 3 Jan 9, 2023 Director
N/A Destiny Alternative Fund LLC Jul 1, 2022 0 $0 3 Jul 11, 2022 Director
N/A Destiny Alternative Fund (Tax Exempt) LLC Jul 1, 2022 0 $0 3 Jul 11, 2022 Director
FTCAX First Trust Private Credit Fund May 9, 2022 0 $0 3 May 13, 2022 Director
FTREX First Trust Real Assets Fund Apr 29, 2022 0 $0 3 May 6, 2022 Director
IMPCX Variant Impact Fund Dec 6, 2021 0 $0 3 Dec 14, 2021 Director
N/A INFINITY CORE ALTERNATIVE FUND Sep 28, 2021 0 $0 3 Oct 1, 2021 Independent Trustee
N/A Relative Value Fund Sep 28, 2021 0 $0 3 Oct 1, 2021 Independent Trustee
AMCJXAMCLX AFA Multi-Manager Credit Fund Jun 30, 2021 0 $0 3 Dec 3, 2021 Director