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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
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 JS
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Detailed Insider History for:
CNL STRATEGIC CAPITAL LLC: NONE
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
NONGHYUP BANK AS TRUSTEE OF DBAM VISTA CREDIT INVE
BO
JB*
$5,000,000
254,324
---
8/26/25
---
$19.66
5,340,794
5.0
D
---
8/28/25 - 9:39:48 pm
2
    
 
TOMPKINS MARK N
DIR,BO
JS*
$5
50,000
---
8/26/25
---
---
4,700,000
-1.1
D
---
8/28/25 - 7:03:26 pm
3
    
 
JACOBS IAN SETH
PR,CEO,CFO,SEC,DIR
JB*
$5
50,000
---
8/26/25
---
---
325,000
18.2
D
---
8/28/25 - 7:02:36 pm
4
    
 
TOMPKINS MARK N
DIR,BO
JS*
$3
25,000
---
8/26/25
---
---
4,725,000
-0.5
D
---
8/28/25 - 7:01:52 pm
5
    
 
JACOBS IAN SETH
PR,CEO,CFO,SEC,DIR
JB*
$3
25,000
---
8/26/25
---
---
275,000
10.0
D
---
8/28/25 - 7:00:56 pm
6
    
 
LIBERTY MUTUAL HOLDING CO
BO
JB*
$134,234
8,195
---
8/26/25
---
$16.38
3,231,154
0.3
I
---
8/28/25 - 12:25:39 pm
7
    
 
STALOCH ALISON
TR
JB*
$39
4
---
8/26/25
---
$10.01
479
0.8
D
---
8/27/25 - 10:32:23 am
8
    
 
STALOCH ALISON
TR
JB*
$461
39
---
8/26/25
---
$11.80
3,658
1.1
D
---
8/27/25 - 10:00:06 am
9
    
 
WILLIS MARTHA
DIR
JB
---
1,434
---
8/22/25
---
---
1,434
New
D
---
8/26/25 - 7:37:06 pm
10
    
 
CURTIS BARRY
DIR
JB
---
1,434
---
8/22/25
---
---
1,434
New
D
---
8/26/25 - 7:32:49 pm
11
    
 
STEENBERG RUSSELL W
DIR
JB
---
637
---
8/22/25
---
---
637
New
D
---
8/26/25 - 7:28:47 pm
12
    
 
BOOTH RICHARD WHITAKER
O
JB*
$50
5
---
8/21/25
---
$10.01
624
0.8
D
---
8/22/25 - 10:28:43 am
13
    
 
BOOTH RICHARD WHITAKER
O
JB*
$450
38
---
8/21/25
---
$11.80
4,757
0.8
D
---
8/22/25 - 10:06:26 am
14
    
 
MONTE MARK DAVID
DIR
JB*
$791
79
---
8/21/25
---
$10.01
2,406
3.4
D
---
8/22/25 - 9:33:41 am
15
    
 
MONTE MARK DAVID
DIR
JB*
$209
18
---
8/21/25
---
$11.80
510
3.6
D
---
8/22/25 - 9:21:39 am
16
    
 
EVANS LAWRENCE R
VP
JS*
$291,593
11,435
---
8/21/25
---
$25.50
210,599
-5.2
D
---
8/22/25 - 9:04:58 am
17
    
 
APO CORP
BO
3
---
---
---
8/20/25
---
---
7,207,425
---
I
---
8/28/25 - 8:40:14 pm
18
    
 
BURNS JOSEPH J
O
3
---
---
---
8/20/25
---
---
---
---
---
---
8/26/25 - 4:39:24 pm
19
    
 
ICAPITAL FUND ADVISORS LLC
FO
3
---
---
---
8/20/25
---
---
---
---
---
---
8/26/25 - 4:37:22 pm
20
    
 
THOME CHRISTOPHER WESLEY
CCO,FO
3
---
---
---
8/20/25
---
---
---
---
---
---
8/26/25 - 4:34:29 pm
21
    
 
NEUBERGER BERMAN GROUP LLC
A,BO
JB*
$8,000,000
800,000
---
8/20/25
---
$10.00
800,000
New
D
---
8/22/25 - 6:02:47 pm
22
    
 
SCHOLNICK BRETT
CFO
3
---
---
---
8/20/25
---
---
---
---
---
---
8/22/25 - 4:19:27 pm
23
    
 
AGHA FAHD I
VP,FO
3
---
---
---
8/20/25
---
---
---
---
---
---
8/22/25 - 4:14:36 pm
24
    
 
MAHADEO INDIRA
TR
3
---
---
---
8/20/25
---
---
---
---
---
---
8/22/25 - 4:12:06 pm
25
    
 
VERONIS NICHOLAS
PR,CEO,DIR
3
---
---
---
8/20/25
---
---
---
---
---
---
8/22/25 - 4:09:39 pm
26
    
 
JACOBS STEPHEN CRAIG
SEC,GC
3
---
---
---
8/20/25
---
---
---
---
---
---
8/22/25 - 4:06:30 pm
27
    
 
GERSTEN MARK D
TT
3
---
---
---
8/20/25
---
---
---
---
---
---
8/20/25 - 12:52:44 pm
28
    
 
RUSSELL CHRISTOPHER JOHN
TT
3
---
---
---
8/20/25
---
---
---
---
---
---
8/20/25 - 12:50:33 pm
29
    
 
KRUG ANITA K
TT
3
---
---
---
8/20/25
---
---
---
---
---
---
8/20/25 - 12:47:20 pm
30
    
 
GOEBEL WILLIAM BALKE
TR
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 5:20:38 pm
31
    
 
NEUBERGER BERMAN GROUP LLC
A,BO
3
---
---
---
8/19/25
---
---
10,000
---
I
---
8/19/25 - 5:14:29 pm
32
    
 
WINICK DEAN
TR
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 5:14:27 pm
33
    
 
STERLING PETER
PR
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 5:14:26 pm
34
    
 
LU ZHENGYUAN
O
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 5:14:24 pm
35
    
 
MCDEVITT THOMAS
DIR
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 5:14:23 pm
36
    
 
BROTT ALAN
DIR
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 5:14:21 pm
37
    
 
BREEN VIRGINIA G
DIR
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 4:55:43 pm
38
    
 
BOWDEN JAMES D
DIR
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 4:53:45 pm
39
    
 
IMBIMBO VICTOR
DIR
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 4:52:57 pm
40
    
 
NB ALTERNATIVES ADVISERS LLC
FO
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 4:49:44 pm
41
    
 
YELLIN THOMAS G
DIR
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 4:47:36 pm
42
    
 
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
FO
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 4:45:41 pm
43
    
 
FORMAN MICHAEL C
CEO
3
---
---
---
8/19/25
---
---
---
---
---
---
8/19/25 - 4:45:18 pm
44
    
 
LIBERTY MUTUAL HOLDING CO
BO
3
---
---
---
8/18/25
---
---
6,006,187
---
I
---
8/27/25 - 3:31:36 pm
45
    
 
MUNRO LUCY LU
COO
JB*
$2,000
80
---
8/18/25
---
$25.00
80
New
D
---
8/20/25 - 2:32:27 pm
46
    
 
PACK JOSHUA A
DIR
JB*
$2,000
80
---
8/18/25
---
$25.00
80
New
D
---
8/20/25 - 2:31:57 pm
47
    
 
BROOKS DAVID
LO
JB*
$1,000
40
---
8/18/25
---
$25.00
40
New
D
---
8/20/25 - 2:31:30 pm
48
    
 
STEWART BRIAN THOMAS
CEO,DIR
JB*
$2,000
80
---
8/18/25
---
$25.00
80
New
D
---
8/20/25 - 2:31:00 pm
49
    
 
DREYFUSS AVRAHAM
CFO
JB*
$1,000
40
---
8/18/25
---
$25.00
40
New
D
---
8/20/25 - 2:30:38 pm
50
    
 
BLANCHETTE AARON THOMAS
CEO,DIR
JB*
$2,000
80
---
8/18/25
---
$25.00
80
New
D
---
8/20/25 - 2:30:08 pm
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