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Julie Persily

CIK 1593007 · last filed 2026-06-04

Julie Persily is a corporate insider who has filed 24 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 $958.6K 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.

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Disclosed Exposure

$958.6K

Companies

2

Total Filings

24

Lifetime Open-Market Net

-$333.6K

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
SMHI Director 100,698 $9.52 $958.6K -$420.6K 12 2026-06-04
Investcorp Credit Management BDC, Inc. (CMFN) Delisted Director 6,863 — — $87.1K 2 2014-12-16

Recent Filings

24 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
2026-06-04 SMHI Grant (A) +15,222 $0 EDGAR
2025-11-12 SMHI Notice (144) −7,000 -$51.8K 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
2024-05-09 SMHI Notice (144) −7,500 -$99.0K EDGAR
2023-11-06 SMHI Sell (S) −20,000 -$269.0K EDGAR
2023-11-03 SMHI Notice (144) −20,000 -$260.0K EDGAR
2023-06-07 SMHI Grant (A) +14,000 $0 EDGAR
Showing 1–10 of 24
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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.