Mattson Michelle Ann — SEC Form 4 filings
SEC reporting owner CIK 2074666. 3 Form 4 filings on record with FilingPulse; latest filed 2026-07-20.
Transaction summary — filings shown
Covers all 3 filings on record, filed 2026-02-20 to 2026-07-20. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 2 legs across 2 filings — 1,886 shares, $185,000 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 2 legs across 1 filing — 465 shares, $45,500 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: purchase of 1,683 shares @ $98.05 ($165,000) in Keystone Private Income Fund, filed 2026-05-14.
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 |
|---|---|---|---|---|---|
| Keystone Private Income Fund (N) | Secretary | 3 | 2 legs · 1,886 sh · $185,000 | 2 legs · 465 sh · $45,500 | — |
Form 4 filings — Mattson Michelle Ann
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-07-20 | 4 | Keystone Private Income Fund (N) | Sale (S): 362.62 @ $97.90 · Sale (S): 102.14 @ $97.90 | EDGAR |
| 2026-05-14 | 4 | Keystone Private Income Fund (N) | Purchase (P): 1,682.82 @ $98.05 | EDGAR |
| 2026-02-20 | 4 | Keystone Private Income Fund (N) | Purchase (P): 202.88 @ $98.58 | 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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