David Held - Insider Trading & Ownership

Location
650 Madison Avenue, 23 Rd Floor, New York, NY
Summary
The estimated net worth of David Held is at least $3.96K dollars as of September 22, 2025. David Held is the Chief Compliance Officer of Portman Ridge Finance Corp and owns shares of Portman Ridge Finance Corp (PTMN) stock worth about $3.96K.
Signature
/s/ Nikita Klassen by power of attorney
All Insider Reports
All Insider Reports

Ownership of David Held

Symbol Company Relationship Holdings Value Past Year Net Change Change % Report Period
PTMN Portman Ridge Finance Corp Chief Compliance Officer $3.96K +$3.96K May 13, 2025
RCIAX Alternative Credit Income Fund Chief Compliance Officer Oct 1, 2021
BCPL BC Partners Lending Corp Chief Compliance Officer Aug 4, 2021
LRFC Logan Ridge Finance Corp. Chief Compliance Officer Jul 1, 2021
MLCI Mount Logan Capital Inc. Chief Compliance Officer Sep 12, 2025
SOFIX Opportunistic Credit Interval Fund Chief Compliance Officer Apr 20, 2022

Insider Transactions Reported by David Held:

Sym Company Class Transaction % Value $ * Price $ Shares Shares After Date Ownership
* An asterisk sign (*) next to the price indicates that the price is likely invalid.