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USA · Liberty All Star Equity Fund
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USA Liberty ALL Star Equity Fund (USA) Insider Trading, Ownership & Congress Trades

Funds & Trusts · Registered investment company · CIK 0000799195
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
117
13F, latest reported quarter

What the filings say about USA

Insiders, 180 days
+$23.6K net bought
2 buyers
Congress, 1 year
No trades
Last one: purchase, 2025-03-27

Liberty ALL Star Equity Fund insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, LIBERTY ALL STAR EQUITY FUND insiders bought a net $23.6K of stock across 24 Form 4 purchases and sales, with 2 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
President
BUY
2026-06-03 SEC
2,000
$11.6K
+6.1%
Context
  • 7 earlier Form 4 trades (code P or S) here by this insider (7 buys), the last on Jun 2, 2026.
  • +2.2% median (+2.3% mean) 90-day return after 7 previous buys.
  • The trade is 1.1% of the 175,056 shares held after it.
  • 1 other insider bought within 30 days.
  • 117 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President HALEY MARK T bought about $11.6K of USA on Jun 3, 2026, the largest insider purchase at the company since 2024; 1 other insider bought within 30 days and 117 funds added in the latest 13F quarter.
President
BUY
2026-06-03 SECtraded 2026-06-02
356
$2.1K
+6.1%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (6 buys), the last on Dec 30, 2025.
  • -1.0% median (+1.8% mean) 90-day return after 6 previous buys.
  • The trade is 0.2% of the 173,056 shares held after it.
  • 1 other insider bought within 30 days.
  • 117 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President HALEY MARK T bought about $2.1K of USA on Jun 2, 2026; 1 other insider bought within 30 days and 117 funds added in the latest 13F quarter.
BUY
2026-05-08 SEC
1,700
$9.9K
+7.2%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 buys), the last on May 19, 2025.
  • +2.0% median (+3.6% mean) 90-day return after 3 previous buys.
  • The trade is 29.5% of the 5,759 shares held after it.
  • 1 other insider bought within 30 days.
  • 117 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Insider MILAS ROBERT bought about $9.9K of USA on May 8, 2026; 1 other insider bought within 30 days and 117 funds added in the latest 13F quarter.
BUY
2026-02-06 SEC
350
$2.1K
+4.6%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 100.0% of the 350 shares held after it.
  • No other insider bought within 30 days.
  • 117 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Treasurer Rettinger Erich bought about $2.1K of USA on Feb 6, 2026; 117 funds added in the latest 13F quarter.
President
BUY
2025-12-30 SEC
1,600
$10.1K
+3.7%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (5 buys), the last on Oct 1, 2025.
  • +2.2% median (+4.5% mean) 90-day return after 5 previous buys.
  • The trade is 1.0% of the 159,070 shares held after it.
  • No other insider bought within 30 days.
  • 117 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President HALEY MARK T bought about $10.1K of USA on Dec 30, 2025, the largest insider purchase at the company since 2024; 117 funds added in the latest 13F quarter.
24 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 19 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net +$23.6K over 180 days
below 55% of Funds & Trusts
Congress
no House purchase disclosed in the last 12 months
Funds
117 funds bought in last quarter
more than 90% of Funds & Trusts
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
1.0 days to cover · settled 2026-10-15
What changed in the last 30 days
Oct 28Insider buying stopped: no purchases in 90 days after 3 in the prior 90
Why it matters
The absence is the signal: 3 purchases in one 90-day window and none in the next is a change of behaviour, not a filing.

Watch USA

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The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+5.9%12M
-9%-4%+2%+8%2025-102025-122026-022026-042026-062026-082026-10 2026-06-03 · HALEY MARK T bought $11.6K2025-12-30 · HALEY MARK T bought $10.1K2026-05-08 · MILAS ROBERT bought $9.9K2025-11-21 · Khwaja-Dixon Sareena bought $2.9K2026-02-06 · Rettinger Erich bought $2.1K2026-06-02 · HALEY MARK T bought $2.1K
Insider buy
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns USA: institutional holders (13F)

13F holdings, latest reported quarter
5,858,880 sh
$34.0M
$27.9M
3,350,925 sh
$19.5M

Congress trades in USA

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2025-03-27 · disclosed 192 days later
$250,001 - $500,000

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

USA planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

USA mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
RiverNorth Active Income ETF
$784.8K position · as of 2026-07-31
2.0%
Amplify CEF High Income ETF
$7.5M position · as of 2026-06-30
1.0%
Multi-Hedge Strategies Fund
$30.9K position · as of 2026-06-30
0.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $23.6K bought by insiders over 180 days, 117 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

USA Stock Sonar score 2/7 axes

Find similar shapesCompare
Insider conviction
57
Inputs
  • Net Form 4 buying (codes P and S), 180d$24K · 45 pct, sector of 144
  • Insider buyers, 180d2 · 70 pct, sector of 144
Institutional and government
90
Inputs
  • Funds adding, latest quarter117 · 90 pct, sector of 210
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
5 not measured: Profitability, Financial health, Growth, Risk and compliance, US patents
  • Profitability needs 2 of 4 inputs, 0 present: not filed
  • Financial health needs 1 of 2 inputs, 0 present: not filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • Risk and compliance needs 1 of 4 inputs, 0 present: needs two 10-Ks with a Risk Factors section (not 20-F filers or stubs); no short interest or no free float on file; revenue under $50M or not filed, so a count cannot be scaled to size
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

2 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

USA filings, in plain words

Are Liberty ALL Star Equity Fund insiders buying or selling USA?

In the 180 days to 2026-10-28, Liberty ALL Star Equity Fund insiders were net buyers, a net $23.6K across purchases and sales reported on Form 4, by 2 buyers.

Have members of Congress traded USA?

Yes, but not in the year to 2026-10-28; the latest on record is a purchase by Sheri Biggs dated 2025-03-27.

Read the full summary

In the 180 days to 2026-10-28, Liberty ALL Star Equity Fund insiders were net buyers of USA, a net $23.6K across purchases and sales reported on Form 4 by 2 buyers. Members of Congress have disclosed trades in USA, none in the last year; the latest on record is a purchase by Sheri Biggs dated 2025-03-27. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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