UNGERECHT JOSHUA enters EXCHANGERIGHT INCOME FUND with 4.07K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Indirect Derivatives
Filed: 6/26/2023ACC: 0000908834-23-000084
Director
Since Jun 2023
4.07K
Baseline shares
0.00
Direct ownership
0 positions
16.24K
Derivative underlying
1 instrument
1
Security positions
4.07K indirect
Non-Derivative Holdings1
Class A Common Shares of beneficial interest
IndirectShares owned4.07K
Total
4.07K indirect4.07K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class A Common Shares of beneficial interest | 4.07K | Indirect |
| Total | 4.07K | 4.07K indirect |
Derivative Holdings1
Operating Partnership Units
IndirectUnderlying security
Class I Common Shares of beneficial interest
Underlying shares
16.24K
Shares owned
N/A
Exercise price
Expiration
—
Exercise window
—
Total
Underlying
16.24K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Operating Partnership Units Indirect | Class I Common Shares of beneficial interest | — | — | 16.24K | N/A | |
| Total | 16.24K | 0.00 | ||||