| 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 |
|---|---|---|---|---|---|---|---|---|---|
Director | Trustee
2 companies
Milton M Irvin last filed a Form 4 in August 2023, as Director at ASG. The filings on record cover 2 companies. Milton M Irvin'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.
At the last filing, the largest reported position was 6,858 shares of USA. Net of sales, the USA filings show accumulation of 4,500 shares.
Milton M Irvin has 9 Form 4 filings on record from December 2018 to August 2023, across 2 companies: Director at Liberty All Star Growth Fund (ASG), 2018–2023; Director at Liberty All Star Equity Fund (USA), 2018–2023.
The 9 reported transactions were 9 open-market purchases.
Counted by filing, the open-market trades come to 9 purchases worth about $52K and no sales.
The largest open-market purchase was 2,000 shares of USA at an average $5.67 on December 10, 2018, about $11K.
Shares as reported in the last Form 4 for each company; the most recent is from August 2023. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 29, 2023 | USA Liberty All Star Equity Fund | Director | Buy | 1,000 | $6.32 | $6,319.80 | +17.1% | -2.4% | +9.4% | |
| Aug 29, 2023 | ASG Liberty All Star Growth Fund Inc. | Director | Buy | 1,000 | $5.27 | $5,270.00 | +13.8% | -6.1% | +2.1% | |
| Apr 28, 2020 | ASG Liberty All Star Growth Fund Inc. | Director | Buy | 500 | $5.31 | $2,656.50 | +12.8% | - | - | |
| Apr 28, 2020 | USA Liberty All Star Equity Fund | Trustee | Buy | 500 | $5.28 | $2,639.50 | +14.9% | - | - | |
| Apr 1, 2020 | ASG Liberty All Star Growth Fund Inc. | Director | Buy | 642 | $4.34 | $2,786.28 | +19.6% | - | - | |
| Apr 30, 2019 | USA Liberty All Star Equity Fund | Trustee | Buy | 1,000 | $6.29 | $6,290.00 | +48.8% | - | - | |
| Apr 30, 2019 | ASG Liberty All Star Growth Fund Inc. | Trustee | Buy | 1,000 | $5.75 | $5,750.00 | +49.1% | - | - | |
| Dec 10, 2018 | ASG Liberty All Star Growth Fund Inc. | Trustee | Buy | 2,000 | $4.68 | $9,360.00 | New | - | - | |
| Dec 10, 2018 | USA Liberty All Star Equity Fund | Trustee | Buy | 2,000 | $5.67 | $11,340.00 | New | - | - |