Stephen Lane Nesbitt

President/Interested Trustee

Stephen Lane Nesbitt (President/Interested Trustee) filed 3 Form 4 reports in the trailing twelve months (3 purchases, 0 sales, 1 filed past the two-business-day deadline), most often in Cliffwater Corporate Lending Fund (CCLFX). Across 3 priced purchase filings, the average 21-session return was +0.5% from execution and +0.5% from disclosure (delay-adjusted; derived). The largest single filing was $15.3M of CCLFX (1,433,715 sh across 2 lots, as filed), executed Nov 25 2025.

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Return, ttmiAverage return per filing, trailing twelve months

+0.5%

avg across 3 priced filings

Delay-adjustediThe same average, entered at disclosure dates

+0.5%

same 3 filings, from disclosure

Filings, ttm

3 buys · 0 sells · 1 late

Median delay

execution → disclosure

Volume, ttmiDollar value disclosed in the trailing twelve months

$16.0M

shares × price, as filed

Last traded

Jul 7

Filed Jul 9

Impact on $10,000 · 12M

$10,137 (+1.4%)

S&P 500 $11,787 (+17.9%) · 16.5 pts behind

Stephen Lane Nesbitt S&P 500

Compounded across filings from disclosure dates · past 12 months

Open performance→

Volume by month

Buys $71.6M Sells $0

Shares × price, as filed · by filing month · past 24 months

Sectors filed on

Not on file 3 filings

Sector per market data · by filing · past 12 months

Most traded names

CCLF Cliffwater Corporate Lending Fund CCLFX · 6 buys · 0 sells 6 filings CELF CELFX CELFX · 2 buys · 0 sells 2 filings CPEF CPEFX CPEFX · 1 buy · 0 sells 1 filing

Recent filings

CCLFXPURCHASE Cliffwater Corporate Lending Fund View filing → $5.0M
459,137 sh × $10.89
Exec Sep 13 2024
Filed Oct 4 2024 · 5:30 PM ET †