JONATHAN C KLEIN

CIK 1261117 · last filed 2026-05-26

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$1.11M

Companies

1

Total Filings

26

Lifetime Open-Market Net

-$1.50M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
BDC Director 9,880 $112.06 $1.11M -$1.50M 22 2026-05-26

Recent Filings · Page 2 of 3

26 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2024-05-28 BDC Grant (A) +1,554 $0 EDGAR
2023-05-30 BDC Grant (A) +1,690 $0 EDGAR
2023-03-17 BDC Sell (S) −2,500 -$203.7K EDGAR
2022-11-23 BDC Sell (S) −1,000 -$79.8K EDGAR
2022-08-08 BDC Sell (S) −1,000 -$66.9K EDGAR
2022-05-27 BDC Grant (A) +2,655 $0 EDGAR
2022-02-22 BDC Sell (S) −4,000 -$219.1K EDGAR
2021-05-28 BDC Grant (A) +2,810 $0 EDGAR
2020-12-04 BDC Sell (S) −1,676 -$67.3K EDGAR
2020-07-06 BDC Grant (A) +851 $0 EDGAR
Showing 1120 of 26
Page 2 of 3
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.