| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
CEO | Senior Portfolio Manager
2 companies
Brad Marshall last filed a Form 4 in November 2022, as CEO at BXSL. The filings on record cover 2 companies. Brad Marshall's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns Brad Marshall a middling insider score of 54/100, based on 4 past trades. Over a 12-month horizon, 75.0% of those trades were profitable, with an average 12-month return of +10.3%.
At the last filing, the largest reported position was 203,284 shares of BXSL. Net of sales, the BXSL filings show accumulation of 120,240 shares.
Brad Marshall has 12 Form 4 filings on record from March 2015 to November 2022, across 2 companies: CEO at Blackstone Secured Lending Fund (BXSL), 2020–2022; Senior Portfolio Manager at FS KKR Capital (FSK), 2015.
The 186 reported transactions were 184 open-market purchases and 2 stock awards.
Counted by filing, the open-market trades come to 10 purchases worth about $3.3M and no sales.
The largest open-market purchase was 38,240 shares of BXSL at an average $26.15 on October 27, 2021, about $1.0M. Twelve months later BXSL was down 11%.
Shares as reported in the last Form 4 for each company; the most recent is from November 2022. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 21, 2022 | BXSL Blackstone Secured Lending Fund | CEO | Buy | 8,024 | $23.88 | $191,618.46 | +4.1% | +3.5% | +18.3% | |
| Nov 21, 2022 | BXSL Blackstone Secured Lending Fund | CEO | Buy | 100 | $23.89 | $2,389.00 | - | +3.5% | +18.3% | |
| Nov 18, 2022 | BXSL Blackstone Secured Lending Fund | CEO | Buy | 8,450 | $24.06 | $203,333.47 | +4.8% | +4.1% | +18.6% | |
| Nov 18, 2022 | BXSL Blackstone Secured Lending Fund | CEO | Buy | 2,937 | $24.11 | $70,803.58 | +1.5% | +4.1% | +18.6% | |
| Nov 18, 2022 | BXSL Blackstone Secured Lending Fund | CEO | Buy | 36,056 | $24.03 | $866,464.21 | +25.0% | +4.1% | +18.6% | |
| Nov 18, 2022 | BXSL Blackstone Secured Lending Fund | CEO | Buy | 3,431 | $24.08 | $82,628.95 | +1.8% | +4.1% | +18.6% | |
| Sep 15, 2022 | BXSL Blackstone Secured Lending Fund | CEO | Buy | 40,000 | $24.98 | $999,138.69 | +33.0% | -5.1% | +15.0% | |
| Oct 27, 2021 | BXSL Blackstone Secured Lending Fund | CEO | Buy | 38,240 | $26.15 | $999,976.00 | +46.0% | -0.5% | -10.8% | |
| May 15, 2015 | FSK Fs Kkr Capital Corp | Senior Portfolio Manager | Buy | 6,040 | $10.22 | $61,753.56 | New | - | - | |
| Mar 4, 2015 | FSK Fs Kkr Capital Corp | Senior Portfolio Manager | Buy | 20,170 | $9.89 | $199,424.82 | +200.1% | - | - |