Morgan Herbert William — SEC Form 4 filings
SEC reporting owner CIK 1941600. 3 Form 4 filings on record with FilingPulse; latest filed 2026-05-08.
Transaction summary — filings shown
Covers all 3 filings on record, filed 2024-09-19 to 2026-05-08. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 3 legs across 3 filings — 1,249 shares, $55,000 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: purchase of 412 shares @ $48.60 ($20,000) in Private Shares Fund, filed 2026-05-08.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Private Shares Fund (PIIVX) | Director | 3 | 3 legs · 1,249 sh · $55,000 | — | — |
Form 4 filings — Morgan Herbert William
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-05-08 | 4 | Private Shares Fund (PIIVX) | Purchase (P): 411.52 @ $48.60 | EDGAR |
| 2025-01-31 | 4 | Private Shares Fund (PIIVX) | Purchase (P): 465.33 @ $42.98 | EDGAR |
| 2024-09-19 | 4 | Private Shares Fund (PIIVX) | Purchase (P): 372.49 @ $40.27 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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