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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 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
    
 
SCHWARTZ ANDREW M
DIR
3
---
---
---
11/1/25
---
---
---
---
---
---
11/3/25 - 1:58:20 pm
2
    
 
DAVIS ANNA CHRISTINE
VP,HR
JB
$8,180
1,000
---
10/31/25
---
$8.18
33,899
3.0
D
---
10/31/25 - 8:46:43 am
3
    
 
J P MORGAN INVESTMENT MANAGEMENT INC
FO,BO
JS*
$20,000,000
1,152,472
---
10/30/25
---
$17.35
3,033,788
-27.5
D
---
11/3/25 - 12:22:25 pm
4
    
 
CORREALE ERIN M
CCO
JB*
$49,988
2,881
---
10/30/25
---
$17.35
2,881
New
D
---
10/31/25 - 3:24:46 pm
5
    
 
ROSEN DAVID NATHAN
CFO
3
---
---
---
10/29/25
---
---
---
---
---
---
10/30/25 - 4:30:18 pm
6
    
 
NEUBERGER BERMAN GROUP LLC
A,BO
JB*
$2,000,000
195,313
---
10/28/25
---
$10.24
7,286,427
2.8
D
---
10/30/25 - 2:33:03 pm
7
    
 
MARTI HARSHA GURUNATH
DIR
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:36:26 pm
8
    
 
FICHERA ALFRED
DIR
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:35:29 pm
9
    
 
HUANG EDWARD YALE
DIR
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:32:11 pm
10
    
 
MACARTNEY JENNA DANNIS
O
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:28:07 pm
11
    
 
NEARY JAMES
DIR
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:25:51 pm
12
    
 
PORTER MATTHEW ANTHONY
GC
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:24:55 pm
13
    
 
SRETER DAVID JEFFREY
COO
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:24:47 pm
14
    
 
TURNER CHRISTOPHER H
CEO
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:21:49 pm
15
    
 
GARTNER STEVEN JOHN
DIR
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:17:08 pm
16
    
 
HERBERT CECILIA HEALY
DIR
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:16:14 pm
17
    
 
GLENN STEVEN G
DIR
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:12:58 pm
18
    
 
KILCOURSE MEGAN MARY
CFO
3
---
---
---
10/28/25
---
---
---
---
---
---
10/28/25 - 5:12:26 pm
19
    
 
TRINITY CAPITAL INC
BO
3
---
---
---
10/27/25
---
---
1,002,204
---
D
---
10/27/25 - 2:13:13 pm
20
    
 
STANTON SARAH
VP
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:12:10 pm
21
    
 
KUNDICH RONALD
VP
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:11:20 pm
22
    
 
HOLMES LOCKWOOD POOL JR
DIR
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:10:30 pm
23
    
 
TESTA MICHAEL
COO
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:10:28 pm
24
    
 
BROWN KYLE STEVEN
CEO,DIR
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:09:56 pm
25
    
 
HARDER GERALD
VP
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:09:36 pm
26
    
 
ONORIO KENNETH P
CFO
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:09:21 pm
27
    
 
EPH INVESTMENTS LLC
BO
3
---
---
---
10/27/25
---
---
5,011,018
---
D
---
10/27/25 - 2:08:44 pm
28
    
 
MAJEWSKI THOMAS P
CB,CEO,DIR
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:08:24 pm
29
    
 
FANDRICK COURTNEY B
CCO
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:08:08 pm
30
    
 
TRAMONTANO PAUL E
DIR
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:07:39 pm
31
    
 
PEREBOOM BRYAN DOUGLAS
DIR
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:07:30 pm
32
    
 
APPLEBY SCOTT W
DIR
3
---
---
---
10/27/25
---
---
---
---
---
---
10/27/25 - 2:06:39 pm
33
    
 
MAURER ANN
SEC
3
---
---
---
10/24/25
---
---
---
---
---
---
11/3/25 - 10:29:25 am
34
    
 
MURPHY BERNADETTE
CCO
3
---
---
---
10/24/25
---
---
---
---
---
---
11/3/25 - 10:28:26 am
35
    
 
MAURER ANN
SEC
3
---
---
---
10/24/25
---
---
---
---
---
---
11/3/25 - 10:26:53 am
36
    
 
MURPHY BERNADETTE
CCO
3
---
---
---
10/24/25
---
---
---
---
---
---
11/3/25 - 10:25:01 am
37
    
 
STALOCH ALISON
TR
JB*
$46
5
---
10/24/25
---
$10.01
493
0.9
D
---
10/27/25 - 9:15:27 am
38
    
 
STALOCH ALISON
TR
JB*
$454
38
---
10/24/25
---
$11.85
3,743
1.0
D
---
10/27/25 - 9:02:09 am
39
    
 
PATEL AMIT RAMANLAL
DIR
JB*
$49,987
1,999
---
10/23/25
---
$25.01
1,999
New
I
---
10/27/25 - 4:30:15 pm
40
    
 
DILLARD MICHAEL E
DIR
JB*
$499,997
19,995
---
10/23/25
---
$25.01
19,995
New
D
---
10/27/25 - 4:30:14 pm
41
    
 
HARBOURVEST PARTNERS L P
BO
JB*
$200,000
18,832
---
10/23/25
---
$10.62
518,272
3.8
I
---
10/27/25 - 4:30:03 pm
42
    
 
WILLIS MARTHA
DIR
JB
---
293
---
10/23/25
---
---
1,727
20.5
D
---
10/23/25 - 7:00:07 pm
43
    
 
CURTIS BARRY
DIR
JB
---
293
---
10/23/25
---
---
1,727
20.5
D
---
10/23/25 - 7:00:05 pm
44
    
 
STEENBERG RUSSELL W
DIR
JB
---
293
---
10/23/25
---
---
931
46.0
D
---
10/23/25 - 7:00:03 pm
45
    
 
KATZKE SUSAN ROTH
DIR
JB*
$250,000
9,417
---
10/22/25
---
$26.55
9,417
New
D
---
10/24/25 - 4:30:06 pm
46
    
 
KATZKE SUSAN ROTH
DIR
JB*
$50,000
1,545
---
10/22/25
---
$32.37
12,415
14.2
D
---
10/24/25 - 4:30:03 pm
47
    
 
ABU DHABI INVESTMENT AUTHORITY
BO
JB*
$80,000,056
5,540,094
---
10/22/25
---
$14.44
25,046,252
28.4
I
---
10/24/25 - 11:58:43 am
48
    
 
WILLIAMS KELLY MARIE
DIR
JB
---
1,093
---
10/21/25
---
---
8,931
13.9
I
---
10/23/25 - 4:43:34 pm
49
    
 
SCHMITZ RONALD D
DIR
JB
---
364
---
10/21/25
---
---
4,054
9.9
D
---
10/23/25 - 4:42:26 pm
50
    
 
SCHNABEL SUSAN C
DIR
JB
---
1,093
---
10/21/25
---
---
8,931
13.9
D
---
10/23/25 - 4:40:05 pm
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