| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Forum Real Estate Income Fund | Director | Founders Shares | 364K | Jun 30, 2025 | Fisk Investments LLC |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| FORFX | Forum Real Estate Income Fund | Jun 30, 2025 | 1 | $500K | 4 | Jul 1, 2025 | Director |
| FORFX | Forum Real Estate Income Fund | Mar 17, 2025 | 1 | $1.5M | 4 | Mar 18, 2025 | Director |
| FORFX | Forum Real Estate Income Fund | Dec 5, 2024 | 1 | -$1.5M | 4 | Dec 9, 2024 | Chief Executive Officer, Director |
| FORFX | Forum Real Estate Income Fund | Oct 28, 2022 | 1 | $1M | 4 | Nov 2, 2022 | Chief Executive Officer, Director |
| N/A | Forum CRE Income Fund | May 3, 2021 | 3 | $31.5M | 4 | Jul 29, 2021 | Chief Executive Officer, Director |