Urbates James
- SEC CIK
- 0002075744
In the past year, 2 open-market purchase filings worth $92.8K and no sales.
Current role at each company
- Principal Private Credit FundOther: Investment Committeeas of Apr 6, 2026
Open-market trades in the past year
Open-market purchases (P) and sales (S) filed in the last 365 days, not counting derivative securities or duplicate filings. Values leave out price outliers.
- Bought
- $92.8K
- 2 filings
- Sold
- –
- 0 filings
- Net
- +$92.8K
- Bought minus sold
- Companies
- 1
- With open-market trades
Trades
Every Form 4 that lists Urbates James as a reporting owner, including filings made jointly with others, grouped by company. Each row adds up one type of transaction in one filing. Only open-market purchases (P) and sales (S) are shown by default.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Apr 6, 2026 (view filing) | Mar 18 | 19 daysLate | Urbates JamesOther: Investment Committee | PPurchaseInstitutional Class Shares of beneficial interest | +4.53K | $10.37 | +$47.0K | +98.7%9.13K after | |
| Apr 6, 2026 (view filing) | Jul 23, 2025 | 257 daysLate | Urbates JamesOther: Investment Committee | PPurchaseInstitutional Class Shares of beneficial interest | +4.43K | $10.32 | +$45.8K | New position4.43K after |