Liberty All Star Equity Fund
USA- Exchange
- NYSE
- SEC CIK
- 0000799195
No open-market purchases or sales by Liberty All Star Equity Fund insiders were filed in the last 90 days; 227 institutions reported holding it in 13F filings for Q2 2026, worth $375.8M in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Liberty All Star Equity Fund insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 0 filings
- Insiders trading
- 0
- Net value
- $0
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Liberty All Star Equity Fund, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Haley Mark T | President | 175,056 | Jun 3, 2026 | 3 |
| Milas Robert | Other: Access Person of the Fund | 5,759 | May 8, 2026 | 1 |
| Rettinger Erich | Treasurer | 350 | Feb 6, 2026 | 1 |
| Khwaja-Dixon Sareena | Assistant Secretary | 500 | Nov 21, 2025 | 1 |
| Burke Edmund J | Other: Trustee | 6,500 | Mar 26, 2024 | 0 |
| Usifer Maureen K | Other: Trustee | 6,600 | Mar 12, 2024 | 0 |
| Irvin Milton M | Director | 6,858 | Aug 29, 2023 | 0 |
| Parmentier William R Jr | Other: Access Person of the Fund | 30,625 | May 26, 2023 | 0 |
| Neuhauser John J | Other: Trustee | 14,390 | Dec 3, 2021 | 0 |
| Gleicher Howard Roy | Other: Portfolio Manager | 22,000Indirect | Nov 24, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 3, 2026 (view filing) | Jun 2-3 | 1 day | Haley Mark TPresident | PPurchaseShares of Beneficial Interest | +2.36K | $5.82 | +$13.7K | +1.4%175.1K after | 2 lots |
| May 8, 2026 (view filing) | May 8 | Same day | Milas RobertOther: Access Person of the Fund | PPurchaseShares of Beneficial Interest | +1.70K | $5.82 | +$9.89K | +41.9%5.76K after | |
| Feb 6, 2026 (view filing) | Feb 6 | Same day | Rettinger ErichTreasurer | PPurchaseShares of Beneficial Interest | +350 | $6.01 | +$2.10K | New position350 after | |
| Dec 30, 2025 (view filing) | Dec 30 | Same day | Haley Mark TPresident | PPurchaseShares of Beneficial Interest | +1.60K | $6.30 | +$10.1K | +1.0%159.1K after | |
| Nov 21, 2025 (view filing) | Nov 21 | Same day | Khwaja-Dixon SareenaAssistant Secretary | PPurchaseShares of Beneficial Interest | +500 | $5.86 | +$2.93K | New position500 after | |
| Oct 1, 2025 (view filing) | Oct 1 | Same day | Haley Mark TPresident | PPurchaseShares of Beneficial Interest | +1.00K | $6.37 | +$6.37K | +0.6%157.5K after | |
| Sep 9, 2025 (view filing) | Sep 9 | Same day | Haley Mark TPresident | PPurchaseShares of Beneficial Interest | +1.50K | $6.58 | +$9.87K | +1.0%156.5K after | |
| May 21, 2025 (view filing) | May 19 | 2 days | Milas RobertOther: Access Person of the Fund | PPurchaseShares of Beneficial Interest | +1.50K | $6.66 | +$9.99K | +68.6%3.69K after | Amended |
| Mar 26, 2024 (view filing) | Mar 26 | Same day | Burke Edmund JOther: Trustee | PPurchaseShares of Beneficial Interest | +4.00K | $7.09 | +$28.4K | +160.0%6.50K after | |
| Mar 13, 2024 (view filing) | Mar 11 | 2 days | Milas RobertOther: Access Person of the Fund | PPurchaseShares of Beneficial Interest | +1.45K | $6.83 | +$9.90K | +276.1%1.98K after | |
| Mar 12, 2024 (view filing) | Mar 12 | Same day | Usifer Maureen KOther: Trustee | PPurchaseShares of Beneficial Interest | +2.20K | $6.82 | +$15.0K | +50.0%6.60K after | |
| Dec 11, 2023 (view filing) | Dec 8 | 3 days | Haley Mark TPresident | PPurchaseShares of Beneficial Interest | +1.60K | $6.06 | +$9.70K | +1.3%127.0K after | |
| Nov 6, 2023 (view filing) | Nov 3 | 3 days | Haley Mark TSenior Vice President | PPurchaseShares of Beneficial Interest | +500 | $6.12 | +$3.06K | +0.4%125.4K after | |
| Sep 19, 2023 (view filing) | Sep 18 | 1 day | Milas RobertOther: Access Person of the Fund | PPurchaseShares of Beneficial Interest | +500 | $6.05 | +$3.02K | New position500 after | Amended |
| Aug 29, 2023 (view filing) | Aug 29 | Same day | Irvin Milton MDirector | PPurchaseShares of Beneficial Interest | +1.00K | $6.32 | +$6.32K | +17.1%6.86K after | |
| Jun 8, 2023 (view filing) | Jun 7 | 1 day | Burke Edmund JOther: Trustee | PPurchaseShares of Beneficial Interest | +2.50K | $6.12 | +$15.3K | New position2.50K after | |
| May 26, 2023 (view filing) | May 26 | Same day | Parmentier William R JrOther: Access Person of the Fund | SSaleCommon Shares of Beneficial Ownership | −34.9K | $5.98 | −$208.9K | −53.3%30.6K after | Amended |
| Dec 3, 2021 (view filing) | Dec 2 | 1 day | Usifer Maureen KOther: Trustee | PPurchaseShares of Common Stock | +400 | $7.78 | +$3.11K | +10.0%4.40K after | |
| Dec 3, 2021 (view filing) | Dec 2 | 1 day | Haley Mark TSenior Vice President | PPurchaseShares of Beneficial Interest | +2.55K | $7.78 | +$19.9K | +2.6%101.9K after | |
| Dec 3, 2021 (view filing) | Dec 2 | 1 day | Neuhauser John JOther: Trustee | PPurchaseShares of Beneficial Interest | +2.15K | $7.78 | +$16.7K | +17.5%14.4K after | |
| Nov 24, 2021 (view filing) | Nov 22 | 2 days | Gleicher Howard RoyOther: Portfolio Manager | PPurchaseLIBERTY ALL-STAR EQUITY FUND | +2.00K | $7.78 | +$15.6K | +10.0%22.0K after |