Filing Details

Accession Number:
0001999371-24-002273
Form Type:
5
Zero Holdings:
No
Publication Time:
2024-02-14 14:13:03
Reporting Period:
2023-12-31
Accepted Time:
2024-02-14 14:13:03
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1857314 Forum Real Estate Income Fund FORFX () 862859042
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1931414 Brad Nemzer 10808 Sundial Rim Rd
Highlands Ranch CO 80126
Vice President No Yes No No
Reported Non-Derivative Transactions
Sec. Name Acquisiton - Disposition Date Amount Price Remaning Holdings Equity Swap Involved Form Type Code Nature of Ownership Explanation
Founders Shares Acquisiton 2023-01-31 37 $9.29 608 No 5 P Direct
Founders Shares Acquisiton 2023-02-28 37 $9.33 608 No 5 P Direct
Founders Shares Acquisiton 2023-03-30 43 $9.20 608 No 5 P Direct
Founders Shares Acquisiton 2023-04-28 47 $9.13 608 No 5 P Direct
Founders Shares Acquisiton 2023-05-31 46 $9.16 608 No 5 P Direct
Founders Shares Acquisiton 2023-06-29 41 $9.13 608 No 5 P Direct
Founders Shares Acquisiton 2023-07-28 39 $9.15 608 No 5 P Direct
Founders Shares Acquisiton 2023-08-30 44 $9.25 608 No 5 P Direct
Founders Shares Acquisiton 2023-09-29 40 $9.29 608 No 5 P Direct
Founders Shares Acquisiton 2023-10-27 36 $9.29 608 No 5 P Direct
Founders Shares Acquisiton 2023-11-29 46 $9.30 608 No 5 P Direct
Founders Shares Acquisiton 2023-12-29 46 $9.36 608 No 5 P Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct
No 5 P Direct