Financial reports
No filings
Current reports
No filings
Registration and prospectus
D/A
Indefinite amount in investment fund, sold $156.04 mm, 50 investors
15 Dec 23
D
Indefinite amount in investment fund, sold $185.91 mm, 50 investors
15 Dec 22
D/A
Indefinite amount in investment fund, sold $194.69M, 54 investors
17 Dec 21
D
Indefinite amount in investment fund, sold $146.62M, 45 investors
18 Dec 20
D
Indefinite amount in investment fund, sold $147.6M, 40 investors
16 Dec 19
D
Indefinite amount in investment fund, sold $122.06M, 39 investors
18 Dec 18
D
Indefinite amount in investment fund, sold $33.56M, 40 investors
7 Dec 17
D
Indefinite amount in investment fund, sold $33.84M, 44 investors
8 Dec 16
D
Indefinite amount in investment fund, sold $32.09M, 43 investors
18 Dec 15
D
Indefinite amount in investment fund, sold $32.1M, 51 investors
18 Dec 14
Proxies
N-PX
Annual report of proxy voting record
15 Aug 24
DFAN14A
Additional proxy materials by non-management
27 Apr 06
DFAN14A
Additional proxy materials by non-management
14 Apr 06
DEFN14A
Definitive proxy statement filed by non-management
13 Apr 06
DFAN14A
Additional proxy materials by non-management
13 Apr 06
PRRN14A
Revised preliminary proxy statement filed by non-management
13 Apr 06
PRRN14A
Revised preliminary proxy statement filed by non-management
11 Apr 06
PRRN14A
Revised preliminary proxy statement filed by non-management
7 Apr 06
PRRN14A
Revised preliminary proxy statement filed by non-management
7 Apr 06
PREC14A
Preliminary proxy with contested solicitation
23 Mar 06
Other
No filings
Ownership
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
SC 13G/A
CREDITRISKMONITOR COM INC
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22