Elizabeth Anne Ryan - Dec 31, 2024 Form 5 Insider Report for Forum Real Estate Income Fund (FORFX)

Role
Secretary
Signature
/s/ Elizabeth Anne Ryan
Stock symbol
FORFX
Transactions as of
Dec 31, 2024
Transactions value $
$27,451
Form type
5
Date filed
4/16/2025, 05:57 PM
Previous filing
Feb 14, 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction FORFX Founders Shares Purchase $3.56K +370 +13.11% $9.62 3.2K Dec 31, 2024 Direct F1
transaction FORFX Founders Shares Purchase $382 +39.7 +1.26% $9.62 3.2K Dec 31, 2024 Direct F1
transaction FORFX Founders Shares Purchase $2.19K +227 +7.65% $9.66 3.2K Nov 27, 2024 Direct F1
transaction FORFX Founders Shares Purchase $2.32K +241 +8.16% $9.64 3.2K Oct 31, 2024 Direct F1
transaction FORFX Founders Shares Purchase $2.12K +220 +7.38% $9.64 3.2K Sep 27, 2024 Direct F1
transaction FORFX Founders Shares Purchase $2.17K +226 +7.6% $9.60 3.2K Aug 30, 2024 Direct F1
transaction FORFX Founders Shares Purchase $2.47K +257 +8.74% $9.61 3.2K Jul 31, 2024 Direct F1
transaction FORFX Founders Shares Purchase $2.17K +226 +7.62% $9.60 3.2K Jun 28, 2024 Direct F1
transaction FORFX Founders Shares Purchase $2.13K +222 +7.48% $9.59 3.2K May 31, 2024 Direct F1
transaction FORFX Founders Shares Purchase $2.31K +241 +8.14% $9.58 3.2K Apr 30, 2024 Direct F1
transaction FORFX Founders Shares Purchase $1.79K +187 +6.22% $9.57 3.2K Mar 28, 2024 Direct F1
transaction FORFX Founders Shares Purchase $1.83K +192 +6.39% $9.52 3.2K Feb 29, 2024 Direct F1
transaction FORFX Founders Shares Purchase $2.01K +211 +7.08% $9.50 3.2K Jan 31, 2024 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares beneficially owned include 522.304 shares received through the Forum Real Estate Income Fund Dividend Reinvestment Plan (221.112 shares in 2023 and 301.191 shares in 2024).