| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
President | Senior Vice President
2 companies
Mark T Haley is President at USA and has filed Form 4s across 2 companies. Mark T Haley's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $1.8M at current prices.
Historically, Mark T Haley's trades have earned a middling insider score of 55/100 across 19 rated trades. Over a 12-month horizon, 38.5% of those trades were profitable, with an average 12-month return of -0.6%.
The biggest single holding is USA (~$1.1M) as President. Net of sales, the USA filings show accumulation of 11,309 shares.
Mark T Haley has 21 Form 4 filings on record from November 2018 to June 2026, across 2 companies: President at Liberty All-Star Growth Fund (ASG), 2018–2026; President at Liberty All-Star Equity Fund (USA), 2020–2026.
The 23 reported transactions were 23 open-market purchases.
Counted by filing, the open-market trades come to 21 purchases worth about $234K and no sales.
The largest open-market purchase was 9,515 shares of ASG at an average $4.81 on November 1, 2018, about $46K.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 3, 2026 | USA Liberty All-Star Equity Fund | President | Buy | 2,356 | $5.81 | $13,691.92 | +1.4% | +1.7% | - | |
| Jun 3, 2026 | ASG Liberty All-Star Growth Fund, Inc. | President | Buy | 1,950 | $5.35 | $10,425.75 | +1.3% | -3.0% | - | |
| Dec 30, 2025 | USA Liberty All Star Equity Fund | President | Buy | 1,600 | $6.30 | $10,080.00 | +1.0% | -14.7% | - | |
| Dec 30, 2025 | ASG Liberty All Star Growth Fund Inc. | President | Buy | 2,000 | $5.35 | $10,690.00 | +1.4% | -14.8% | - | |
| Oct 1, 2025 | USA Liberty All Star Equity Fund | President | Buy | 1,000 | $6.37 | $6,370.00 | +0.6% | -0.6% | -9.6% | |
| Oct 1, 2025 | ASG Liberty All Star Growth Fund Inc. | President | Buy | 1,000 | $5.55 | $5,546.40 | +0.7% | -3.8% | -9.2% | |
| Sep 9, 2025 | ASG Liberty All Star Growth Fund Inc. | President | Buy | 1,500 | $5.65 | $8,475.00 | +1.1% | -5.3% | -9.6% | |
| Sep 9, 2025 | USA Liberty All Star Equity Fund | President | Buy | 1,500 | $6.58 | $9,870.00 | +1.0% | -6.7% | -10.2% | |
| Mar 20, 2024 | ASG Liberty All Star Growth Fund Inc. | President | Buy | 1,000 | $5.40 | $5,395.00 | +0.8% | -4.2% | -8.3% | |
| Mar 5, 2024 | ASG Liberty All Star Growth Fund Inc. | President | Buy | 1,000 | $5.35 | $5,345.00 | +0.8% | -2.8% | -4.3% |