| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Forum Real Estate Income Fund | Vice President | Founders Shares | 608 | 29 Dec 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| FORFX | Forum Real Estate Income Fund | 31 Dec 2023 | 12 | +$4,645 | 5 | Vice President | 14 Feb 2024, 14:13 |
| N/A | Forum CRE Income Fund | 25 Feb 2022 | 0 | $0 | 3 | Vice President | 09 Jun 2022, 17:48 |