Anchor: closest trading day on/after filing's date_of_event. Source: Yahoo Finance daily adj_close. Past performance is not indicative of future results.
| Filed | Form | Issuer | Stake | Shares | Intent | |
|---|---|---|---|---|---|---|
| 2026-01-02 | SCHEDULE | Sunrise Realty Trust, Inc.SUNS | 27.20% | 3,656,865 | view → | |
| 2025-01-30 | SCHEDULE | Sunrise Realty Trust, Inc.SUNS | 22.80% | 2,914,352 | view → | |
| 2024-07-02 | SC | AFC Gamma, Inc.AFCG | — | — | view → | |
| 2022-08-12 | SC | Oaktree Specialty Lending CorpOCSL | — | — | view → | |
| 2022-01-11 | SC | Oaktree Specialty Lending CorpOCSL | — | — | view → | |
| 2021-09-23 | SC | Oaktree Specialty Lending CorpOCSL | — | — | view → | |
| 2021-05-28 | SC | Oaktree Specialty Lending CorpOCSL | — | — | view → | |
| 2021-03-26 | SC | Oaktree Specialty Lending CorpOCSL | — | — | view → | |
| 2021-03-19 | SC | Oaktree Strategic Income Corp | — | — | view → | |
| 2020-12-15 | SC | Oaktree Specialty Lending CorpOCSL | — | — | view → | |
| 2020-12-03 | SC | Oaktree Strategic Income Corp | — | — | view → | |
| 2020-01-30 | SC | Oaktree Specialty Lending CorpOCSL | — | — | view → | |
| 2019-12-20 | SC | Oaktree Strategic Income Corp | — | — | view → | |
| 2019-12-20 | SC | Oaktree Specialty Lending CorpOCSL | — | — | view → | |
| 2019-07-09 | SC | Oaktree Specialty Lending CorpOCSL | — | — | view → | |
| 2019-05-29 | SC | Oaktree Strategic Income Corp | — | — | view → |
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