Insider Holders & Insider Ownership - Private Debt & Income Fund

List of insiders holdings for Private Debt & Income Fund:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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# Insider Holder Name Report
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
1 Jones Jon David
CEO of Investment Adviser
2025-06-25 14:10:18 242,000
0
242,000 Form 3
2 BRIGHTON JONES LLC
Investment Adviser
2025-06-25 14:08:09 4,000
0
4,000 Form 3
3 Kelly Patrick Thomas
Investment Adviser
2025-06-25 14:13:01 2,000
0
2,000 Form 3
4 Bitterman Chad M
Chief Compliance Officer
2025-04-14 10:52:09 0
0
0 Form 3
5 Chase Jessica
Treasurer
2025-04-14 10:55:04 0
0
0 Form 3
6 Barnes Kent
Secretary
2025-04-14 10:59:03 0
0
0 Form 3
7 Mayfield Tyler
Director of Private Equity
2025-06-25 14:16:30 0
0
0 Form 3
8 Seneker Todd
Director of Real Estate
2025-06-25 14:18:41 0
0
0 Form 3
9 Weeks Bryan
Chairman of Invest Committee
2025-06-25 14:24:44 0
0
0 Form 3
10 Deits Brett
Director of Private Invest
2025-06-25 14:27:44 0
0
0 Form 3
11 Schireson Clifford
Director
2025-06-27 16:54:37 0
0
0 Form 3
12 Schoffman Carrie
Director
2025-06-27 16:56:11 0
0
0 Form 3
13 Moran Zeven Mary
Director
2025-06-27 16:58:16 0
0
0 Form 3