Director at Elme Communities, StepStone Private Equity Strategies Fund and StepStone Private Credit Income Fund
Earlier: StepStone Private Infrastructure Fund, Conversus StepStone Private Venture & Growth Fund, Conversus StepStone Private Markets, KBS Real Estate Investment Trust II, KBS Real Estate Investment Trust III and Bank of America
As reported after the latest Form 3, 4 or 5 at each company.
Options and RSUs are from the latest filing that lists them; earlier grants may also be held. Holdings can be out of date when a person stops filing.
| Company | Security | Held | Shares or units | As of |
|---|---|---|---|---|
| Elme Communities ELME | Common Stock | Directly | 5,208.84 | Dec 15, 2025 · Filing · EDGAR |
| StepStone Private Equity Strategies Fund | Class I Shares | By Sturzenegger Family Trust U/A dtd 04/18/1996 | 50,000 | Sep 12, 2025 · Filing · EDGAR |
| StepStone Private Credit Income Fund | Common Shares of Beneficial Interest | Through National Financial Services LLC FBO Ron Sturzenegger | 49,948.55 | Jun 7, 2024 · Filing · EDGAR |
| StepStone Private Credit Income Fund | Class I Common Shares of Beneficial Interest | Through Charles Schwab & Co., Inc. FBO Ron Sturzenegger DB Plan | 49,948.55 | Mar 17, 2025 · Filing · EDGAR |
| StepStone Private Infrastructure Fund | Shares of Beneficial Interest | Individual retirement account | 100,100.1 | Sep 29, 2023 · Filing · EDGAR |
| Conversus StepStone Private Venture & Growth Fund | Shares of Beneficial Interest | Individual Retirement Account | 40,000 | Nov 1, 2022 · Filing · EDGAR |
| Conversus StepStone Private Markets | Shares of Beneficial Interest | Directly | 35,979 | Feb 1, 2021 · Filing · EDGAR |
| Bank of America | Common Stock | Family Trust | 87,346 | Aug 18, 2011 · Filing · EDGAR |
Sold (Form 4) Noticed (Form 144) Bought (Form 4)
| Quarter | Sold (Form 4) | Noticed (Form 144) | Bought (Form 4) |
|---|---|---|---|
| Q3 2025 | — | — | $500K |
| Q1 2025 | $511K | — | $511K |
| Q2 2024 | — | — | $500K |
| Q3 2023 | — | — | $1M |
| Q4 2022 | — | — | $1M |
| Q1 2021 | — | — | $500K |
| Q4 2020 | — | — | $500K |
Each Form 144 notice of a planned sale, grouped by broker and 10b5-1 plan, with the Form 4 sales we matched to it.
A Form 144 is a notice of a planned sale by an affiliate. SEC Tracker matches each notice to Form 4 sales by the same person at the same company within 90 days of the notice, up to the shares noticed. The match is our inference, not something either filing states.
No Form 144 notices with structured data (filed on EDGAR since April 2023).
| Notice date | Noticed | Planned sale | Outcome | Links |
|---|---|---|---|---|
| Sales without a matching Form 144 · 1 sale No matching Form 144 found. Not every sale needs one: small sales and sales by people who are not affiliates are exempt. | ||||
| — | — | — | Sold without notice StepStone Private Credit Income Fund: Sold 49,948.55 at $10.24 on Mar 14, 2025 · $511K | Filing · EDGAR |
Each Form 3, 4 and 5 transaction in plain words, newest first.
Values are shares times the price each filing states; grants, exercises and gifts usually state no price. Held after is what the filing reports was held once the transaction was done, directly or through the named holder.
| Date | Transaction | Shares | Price | Value | Held after | Source |
|---|---|---|---|---|---|---|
| Dec 15, 2025 | Grant or award from the company | +2,883 | 5,208.84 direct | Filing · EDGAR | ||
| Sep 30, 2025 | Grant or award from the company | +815.54 | 2,309.81 direct | Filing · EDGAR | ||
| Jun 30, 2025 | Grant or award from the company | +999.83 | 1,488.83 direct | Filing · EDGAR | ||
| May 15, 2025 | Grant or award from the company | +489 | 489 direct | Filing · EDGAR |
| Date | Transaction | Shares | Price | Value | Held after | Source |
|---|---|---|---|---|---|---|
| Mar 17, 2025 | Open-market or private purchase | +49,948.55 | $10.24 | $511K | 49,948.55 Through Charles Schwab & Co., Inc. FBO Ron Sturzenegger DB Plan | Filing · EDGAR |
| Mar 14, 2025 | Open-market or private sale | −49,948.55 | $10.24 | $511K | 0 Through Charles Schwab & Co., Inc. FBO Ron Sturzenegger Individual Account | Filing · EDGAR |
| Jun 7, 2024 | Open-market or private purchase | +49,948.55 | $10.01 | $500K | 49,948.55 Through National Financial Services LLC FBO Ron Sturzenegger | Filing · EDGAR |
No transactions in the filings read; Form 144 notices are listed above.
No transactions in the filings read; Form 144 notices are listed above.
No transactions in the filings read; Form 144 notices are listed above.
| Filed | Form | Company | Links |
|---|---|---|---|
| Dec 16, 2025 | Form 4 | Elme Communities ELME | Filing · EDGAR |
| Oct 1, 2025 | Form 4 | Elme Communities ELME | Filing · EDGAR |
| Sep 16, 2025 | Form 4 | StepStone Private Equity Strategies Fund | Filing · EDGAR |
| Aug 18, 2025 | Form 3 | StepStone Private Equity Strategies Fund | Filing · EDGAR |
| Jul 2, 2025 | Form 4 | Elme Communities ELME | Filing · EDGAR |
| May 19, 2025 | Form 4 | Elme Communities ELME | Filing · EDGAR |
| Mar 28, 2025 | Form 3 | Elme Communities ELME | Filing · EDGAR |
| Mar 19, 2025 | Form 4 | StepStone Private Credit Income Fund | Filing · EDGAR |
| Jun 11, 2024 | Form 4 | StepStone Private Credit Income Fund | Filing · EDGAR |
| May 31, 2024 | Form 3 | StepStone Private Credit Income Fund | Filing · EDGAR |
| Oct 2, 2023 | Form 4 | StepStone Private Infrastructure Fund | Filing · EDGAR |
| Sep 14, 2023 | Form 3 | StepStone Private Infrastructure Fund | Filing · EDGAR |
| Nov 3, 2022 | Form 4 | Conversus StepStone Private Venture & Growth Fund | Filing · EDGAR |
| Aug 9, 2022 | Form 3 | Conversus StepStone Private Venture & Growth Fund | Filing · EDGAR |
| Feb 12, 2021 | Form 4 | Conversus StepStone Private Markets | Filing · EDGAR |
| Feb 5, 2021 | Form 4 | Conversus StepStone Private Markets | Filing · EDGAR |
| Feb 5, 2021 | Form 3 | Conversus StepStone Private Markets | Filing · EDGAR |
| Sep 5, 2019 | Form 3 | KBS Real Estate Investment Trust II | Filing · EDGAR |
| Sep 5, 2019 | Form 3 | KBS Real Estate Investment Trust III | Filing · EDGAR |
| Aug 29, 2011 | Form 3 | Bank of America | Filing · EDGAR |
Every figure is as filed with the SEC on Forms 3, 4, 5 and 144. Holdings are the amounts reported after each person's latest filing at each company and can be out of date. Matching a Form 144 notice to Form 4 sales is SEC Tracker's inference from owner, company, dates and share counts, not something the filings state. Not investment advice. Not affiliated with the U.S. SEC.