LEE DAVID G.

PrivateCIK: 1525877
Location

MILWAUKEE, WI

FIRST TRUST CAPITAL MANAGEMENT L.P.

4
→FIRST TRUST ENHANCED PRIVATE CREDIT FUND
May 6, 2026·May 6, 2026
1 txn

PECK MICHAEL D

4
→FIRST TRUST ENHANCED PRIVATE CREDIT FUND
May 6, 2026·May 6, 2026
1 txn

CHAD EISENBERG

4
→FIRST TRUST ENHANCED PRIVATE CREDIT FUND
May 6, 2026·May 6, 2026
1 txn

FIRST TRUST CAPITAL MANAGEMENT L.P.

3
→FT VEST TOTAL RETURN INCOME FUND: SERIES A1
May 4, 2026·May 4, 2026
1 txn

PECK MICHAEL D

3
→FT VEST TOTAL RETURN INCOME FUND: SERIES A1
May 4, 2026·May 4, 2026
1 txn

CHAD EISENBERG

3
→FT VEST TOTAL RETURN INCOME FUND: SERIES A1
May 4, 2026·May 4, 2026
1 txn

WORLEY MATTHEW EUGENE

4
→CLIFFWATER CORPORATE LENDING FUND
Apr 2, 2026·Apr 2, 2026
1 txn

NIELSON BRANDON R.

4
→KEYSTONE PRIVATE INCOME FUND
Mar 13, 2026·Mar 13, 2026
2 txn

MATTSON MICHELLE ANN

4
→KEYSTONE PRIVATE INCOME FUND
Feb 20, 2026·Feb 20, 2026
2 txn

PECK MICHAEL D

3
→FT VEST TOTAL RETURN INCOME FUND: SERIES B4
Jan 26, 2026·Jan 26, 2026
1 txn

FIRST TRUST CAPITAL MANAGEMENT L.P.

3
→FT VEST TOTAL RETURN INCOME FUND: SERIES B4
Jan 26, 2026·Jan 26, 2026
1 txn

NIELSON BRANDON R.

4
→KEYSTONE PRIVATE INCOME FUND
Jan 23, 2026·Jan 23, 2026
2 txn

NESBITT STEPHEN LANE

4
→CLIFFWATER CORPORATE LENDING FUND
Jan 13, 2026·Jan 13, 2026
1 txn

NESBITT STEPHEN LANE

4
→CLIFFWATER CORPORATE LENDING FUND
Dec 15, 2025·Dec 15, 2025
2 txn

PECK MICHAEL D

3
→FT VEST HEDGED EQUITY INCOME FUND: SERIES B3
Nov 13, 2025·Nov 13, 2025
1 txn

PECK MICHAEL D

3
→FT VEST TOTAL RETURN INCOME FUND: SERIES B3
Nov 13, 2025·Nov 13, 2025
1 txn

FIRST TRUST CAPITAL MANAGEMENT L.P.

3
→FT VEST HEDGED EQUITY INCOME FUND: SERIES B3
Nov 3, 2025·Nov 3, 2025
1 txn

FIRST TRUST CAPITAL MANAGEMENT L.P.

3
→FT VEST TOTAL RETURN INCOME FUND: SERIES B3
Nov 3, 2025·Nov 3, 2025
1 txn

SHAW DAREN

4
→KEYSTONE PRIVATE INCOME FUND
Aug 19, 2025·Aug 19, 2025
2 txn

FIRST TRUST CAPITAL MANAGEMENT L.P.

3
→FT VEST HEDGED EQUITY INCOME FUND: SERIES B2
Jul 28, 2025·Jul 28, 2025
1 txn

FIRST TRUST CAPITAL MANAGEMENT L.P.

3
→FT VEST TOTAL RETURN INCOME FUND: SERIES B2
Jul 28, 2025·Jul 28, 2025
1 txn

PECK MICHAEL D

3
→FT VEST HEDGED EQUITY INCOME FUND: SERIES B2
Jul 28, 2025·Jul 28, 2025
1 txn

PECK MICHAEL D

3
→FT VEST TOTAL RETURN INCOME FUND: SERIES B2
Jul 28, 2025·Jul 28, 2025
1 txn

NESBITT STEPHEN LANE

4
→CLIFFWATER CORPORATE LENDING FUND
Jul 14, 2025·Jul 14, 2025
1 txn

MATTSON MICHELLE ANN

3
→KEYSTONE PRIVATE INCOME FUND
Jun 26, 2025·Jun 26, 2025
2 txn
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