| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Forum Real Estate Income Fund | Secretary | Founders Shares | 3.2K | Jan 31, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| FORFX | Forum Real Estate Income Fund | Dec 31, 2024 | 13 | $27.5K | 5 | Apr 16, 2025 | Secretary |
| FORFX | Forum Real Estate Income Fund | Dec 31, 2023 | 10 | $18.8K | 5 | Feb 14, 2024 | Fund Secretary |
| FORFX | Forum Real Estate Income Fund | Mar 8, 2023 | 1 | $25K | 4 | Mar 14, 2023 | Fund Secretary |
| FORFX | Forum Real Estate Income Fund | Sep 29, 2022 | 0 | $0 | 3 | Nov 16, 2022 | Secretary |