USA · Insider Trading
Liberty All-Star Equity Fund
Every open-market purchase and sale reported by USA officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-03 | Mark T Haley | President | Buy | +2,356 | +$13.69K |
| 2026-05-08 | Robert Milas | — | Buy | +1,700 | +$9.89K |
| 2026-02-06 | Erich Rettinger | Treasurer | Buy | +350 | +$2.10K |
| 2025-12-30 | Mark T Haley | President | Buy | +1,600 | +$10.08K |
| 2025-11-21 | Sareena Khwaja-Dixon | Assistant Secretary | Buy | +500 | +$2.93K |
| 2025-10-01 | Mark T Haley | President | Buy | +1,000 | +$6.37K |
| 2025-09-09 | Mark T Haley | President | Buy | +1,500 | +$9.87K |
| 2025-05-21 | Robert Milas | — | Buy | +1,500 | +$9.99K |
| 2025-05-20 | Robert Milas | — | — | — | — |
| 2024-03-26 | Edmund J Burke | — | Buy | +4,000 | +$28.34K |
| 2024-03-13 | Robert Milas | — | Buy | +1,450 | +$9.90K |
| 2024-03-12 | Maureen K Usifer | — | Buy | +2,200 | +$15.00K |
| 2023-12-11 | Mark T Haley | President | Buy | +1,600 | +$9.69K |
| 2023-11-06 | Mark T Haley | Senior Vice President | Buy | +500 | +$3.06K |
| 2023-09-19 | Robert Milas | Vice President of the Funds | Buy | +500 | +$3.02K |
| 2023-09-19 | Robert Milas | — | Buy | +500 | +$3.02K |
| 2023-08-29 | Milton M Irvin | Director | Buy | +1,000 | +$6.32K |
| 2023-06-08 | Edmund J Burke | — | Buy | +2,500 | +$15.30K |
| 2023-05-26 | William R Parmentier Jr | — | Sell | −34,931 | −$208.89K |
| 2023-05-26 | William R Parmentier Jr | President | Buy | −34,931 | −$208.89K |
| 2021-12-03 | John J Neuhauser | — | Buy | +2,148 | +$16.71K |
| 2021-12-03 | Maureen K Usifer | — | Buy | +400 | +$3.11K |
| 2021-12-03 | Mark T Haley | Senior Vice President | Buy | +2,553 | +$19.86K |
| 2021-11-24 | Howard Roy Gleicher | — | Buy | +2,000 | +$15.56K |
| 2020-12-02 | Thomas W Brock | — | Buy | +5,000 | +$33.40K |
| 2020-11-09 | Thomas W Brock | — | Buy | +25,000 | +$161.22K |
| 2020-09-01 | Thomas W Brock | — | Buy | +6,254 | +$38.71K |
| 2020-07-01 | Thomas W Brock | — | Sell | −2,568 | −$14.92K |
| 2020-06-30 | Mark T Haley | Senior Vice President | Buy | +200 | +$1.14K |
| 2020-04-29 | Milton M Irvin | — | Buy | +500 | +$2.64K |
| 2019-05-02 | Milton M Irvin | — | Buy | +1,000 | +$6.29K |
| 2019-04-23 | Thomas W Brock | — | Buy | +700 | +$4.49K |
| 2019-04-05 | John J Neuhauser | — | Buy | +10,000 | +$62.17K |
| 2019-02-20 | Thomas W Brock | — | Buy | +800 | +$4.87K |
| 2018-12-11 | Milton M Irvin | — | Buy | +2,000 | +$11.34K |
| 2018-11-15 | Maureen K Usifer | — | Buy | +4,000 | +$23.88K |
| 2018-11-14 | Thomas W Brock | — | Buy | +1,000 | +$6.19K |
| 2018-11-06 | Thomas W Brock | — | Buy | +15,000 | +$91.79K |
| 2016-08-17 | John A Benning | — | Sell | −10,000 | −$51.80K |
| 2016-08-10 | John A Benning | — | Sell | −5,000 | −$25.82K |
| 2015-05-08 | Richard Carl Rantzow | — | Buy | +3,000 | +$17.67K |
| 2015-04-02 | Richard Carl Rantzow | — | Sell | −3,665 | −$21.26K |
| 2014-08-15 | DST SYSTEMS INC | — | Sell | −409,999 | −$2.37M |
| 2014-08-15 | DST SYSTEMS INC | — | Sell | −252,138 | −$1.45M |
| 2014-08-14 | DST SYSTEMS INC | — | Sell | −252,138 | −$1.45M |
| 2013-04-11 | John A Benning | — | Sell | −12,000 | −$61.56K |
| 2013-01-08 | Richard W Lowry | — | Sell | −50,000 | −$237.27K |
| 2012-11-23 | John A Benning | — | Sell | −9,500 | −$42.56K |
| 2012-04-16 | George R Gaspari | — | Buy | +1,000 | +$4.95K |
| 2011-12-30 | John A Benning | — | Sell | −9,346 | −$39.47K |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Mark T Haley | President | 174,608 | $1.04M |
| Robert Milas | — | 5,759 | $34.33K |
| Sareena Khwaja-Dixon | Assistant Secretary | 500 | $2.98K |
| Erich Rettinger | Treasurer | 350 | $2.09K |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the USA quote page; the site-wide leaderboard is on the insider transactions hub.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.