David Held

CIK: 0001870552

Transaction Breakdown

Open Market Buys (P)3 (75.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)1 (25.0%)

Compensation grants

Other (G, F, J, C, D, …)0 (0.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (2)

MLCI

Mount Logan Capital Inc.

Officer

BCIC

BCP Investment Corp

Officer

Discretionary Trading P&L

Holdings

Transaction History (4 total)

MLCI
Mount Logan Capital Inc.
Aug 19, 2026
Purchase(P)
Direct
946 shares at avg. $3.39$3K
MLCI
Mount Logan Capital Inc.
Jun 1, 2026
Award(A)
Direct
3.8K shares-
BCIC
BCP Investment Corp
Mar 23, 2026
Purchase(P)
Direct
938 shares at avg. $7.35$7K
PTMN
Portman Ridge Finance Corp
May 13, 2025
Purchase(P)
Direct
320 shares at avg. $12.39$4K

		Type	Shares	Price		Ownership
Aug 19, 2026	MLCI Mount Logan Capital Inc.	Purchase(P)	946	$3.39	$3,207	Direct
Jun 1, 2026	MLCI Mount Logan Capital Inc.	Award(A)	3,817	-	$0	Direct
Mar 23, 2026	BCIC BCP Investment Corp	Purchase(P)	938	$7.35	$6,894	Direct
May 13, 2025	PTMN Portman Ridge Finance Corp	Purchase(P)	320	$12.39	$3,963	Direct

1-4 of 4 transactions

About Held David

Held David (SEC CIK 0001870552) files insider reports with the SEC as Chief Compliance Officer of Mount Logan Capital Inc. (MLCI) and Chief Compliance Officer of BCP Investment Corp (BCIC).

Signal8 holds 5 ownership filings by Held David (1 Form 3, 4 Form 4), filed between May 15, 2025 and Aug 20, 2026. Those filings report 4 transactions, from May 13, 2025 to Aug 19, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Held David's filings is in NEW YORK, NY.

Recent filings by Held David

Aug 19, 2026: Open-market purchase of MLCI shares (Form 4, code P).
Jun 1, 2026: Grant or award of MLCI shares (Form 4, code A).
Mar 23, 2026: Open-market purchase of BCIC shares (Form 4, code P).
May 13, 2025: Open-market purchase of PTMN shares (Form 4, code P).

Other insiders filing for Mount Logan Capital Inc. (MLCI)

Satoren Brandon, Chief Financial Officer
REINFRANK RUDOLPH R, Director
Ratchford Buckley T., Director
Allen David Brian, Director
Weil Parker Anders, Director
Liak Yuan Yi Sabrina, Director

How to read Form 4 transaction codes