Julie Persily
CIK 1593007 · last filed 2026-06-04
"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.
Loading insider history…
Disclosed Exposure
$747.2K
Companies
2
Total Filings
21
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 | $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 · Page 2 of 3
21 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2019-06-12 | SMHI | Grant (A) | +4,366 | $0 | EDGAR |
| 2019-05-14 | — | Buy (P) | +1,761 | $26.7K | |
| 2019-01-04 | — | Buy (P) | +2,371 | $36.0K | |
| 2018-09-18 | — | Buy (P) | +1,089 | $16.4K | |
| 2018-06-14 | SMHI | Grant (A) | +2,788 | $0 | EDGAR |
| 2017-12-11 | — | Buy (P) | +3,544 | $53.2K | |
| 2017-09-05 | — | Buy (P) | +517 | $7.8K | |
| 2017-06-14 | — | Buy (P) | +363 | $5.5K | |
| 2017-04-21 | — | Buy (P) | +301 | $4.5K | |
| 2014-12-16 | Investcorp Credit Management BDC, Inc. (CMFN) Delisted | Buy (P) | +3,400 | $37.6K | EDGAR |
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.