Julie Persily
CIK 1593007 · last filed 2026-06-04
Julie Persily is a corporate insider who has filed 21 SEC Form 4 insider transactions across 2 companies since 2014. The most recent filing, for SMHI, was dated Jun 4, 2026. Across all open-market trades the lifetime net is −$333.6K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $747.2K across reported positions.
"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.
$747.2K
2
21
-$333.6K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SMHI | Director | 100,698 | $7.42 | $747.2K | -$420.6K | 12 | 2026-06-04 |
| Investcorp Credit Management BDC, Inc. (CMFN) Delisted | Director | 6,863 | — | — | $87.1K | 2 | 2014-12-16 |
Recent Filings
21 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-06-04 | SMHI | Grant (A) | +15,222 | $0 | EDGAR |
| 2025-11-12 | SMHI | Sell (S) | −7,000 | -$52.2K | EDGAR |
| 2025-06-05 | SMHI | Grant (A) | +23,525 | $0 | EDGAR |
| 2024-06-06 | SMHI | Grant (A) | +8,599 | $0 | EDGAR |
| 2024-05-10 | SMHI | Sell (S) | −7,500 | -$99.5K | EDGAR |
| 2023-11-06 | SMHI | Sell (S) | −20,000 | -$269.0K | EDGAR |
| 2023-06-07 | SMHI | Grant (A) | +14,000 | $0 | EDGAR |
| 2022-06-09 | SMHI | Grant (A) | +13,965 | $0 | EDGAR |
| 2021-06-09 | SMHI | Grant (A) | +44,073 | $0 | EDGAR |
| 2020-06-10 | SMHI | Grant (A) | +8,660 | $0 | EDGAR |