Welcome to our dedicated page for Liberty All-Star Equity SEC filings (Ticker: USA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Liberty All-Star Equity Fund (NYSE: USA) SEC filings page on Stock Titan is designed to organize the fund’s regulatory disclosures in one place and pair them with AI-generated explanations. While recent company communications emphasize monthly portfolio updates and distribution announcements, formal SEC filings provide the detailed legal and financial framework behind this closed-end equity fund.
Through its SEC reports, Liberty All-Star Equity Fund describes its investment objective of high current income and long-term capital appreciation, its status as a multi-managed, closed-end investment company and its practice of investing in a diversified portfolio of equity securities. Filings also elaborate on the roles of ALPS Advisors, Inc. as investment advisor and affiliated entities that provide fund services and distribution support.
On Stock Titan, users can access core filings such as annual and periodic reports, along with any registration statements or other documents made available through EDGAR. AI-powered summaries highlight key sections, helping readers interpret discussions of portfolio composition, risk factors, distribution policies, and how net asset value (NAV) and market price relate in the closed-end structure.
For investors analyzing USA stock, this page is a resource for reviewing how the fund describes its multi-manager approach, sector diversification and sources of distributions, including income, capital gains and potential return of capital. The platform’s tools also make it easier to navigate lengthy documents, identify important disclosures and connect them with the fund’s ongoing public updates about holdings, performance and distributions.
Liberty All-Star Equity Fund reported net assets of
The Fund outperformed some long-term benchmarks on multi-year bases but trailed the Fund’s primary Lipper Large-Cap benchmark, which returned
Liberty All-Star Equity Fund officer Erich Rettinger, who serves as Treasurer, purchased additional shares of the fund. On February 6, 2026, he bought 350 Shares of Beneficial Interest in a direct transaction at a price of $6.01 per share.
Following this purchase, Rettinger directly holds 350 shares of the fund. This filing records a relatively small insider buy, indicating an increase in his personal investment stake in the fund.
Liberty All-Star Equity Fund reported an insider share purchase by its President. On 12/30/2025, the officer acquired 1,600 shares of beneficial interest in a single open-market transaction at a price of $6.30 per share, as shown in Table I. Following this transaction, the reporting person directly beneficially owns 159,070.821 shares.
Liberty All-Star Equity Fund officer reports open-market share purchase. Assistant Secretary Sareena Khwaja-Dixon filed a Form 4 disclosing the purchase of 500 shares of beneficial interest in Liberty All-Star Equity Fund (ticker USA) on 11/21/2025.
The transaction was coded as a purchase and priced at $5.8573 per share. Following this transaction, the reporting person beneficially owns 500 shares, held in direct ownership form.
Mark T. Haley, President of Liberty All-Star Funds, reported a purchase of 1,000 shares of Liberty All Star Equity Fund (ticker: USA) on 10/01/2025 at $6.37 per share. After the transaction he beneficially owned 157,470.821 shares of beneficial interest, held directly. The filing is a standard Section 16 Form 4 reporting an officer purchase.
Insider purchase reported: Mark T. Haley, President and officer of Liberty All-Star Equity Fund (ticker USA), reported a purchase of 1,500 shares of the funds Shares of Beneficial Interest on 09/09/2025 at a reported price of $6.58 per share. After the transaction, Haley beneficially owned 156,470.821 shares, held directly. The filing notes totals include dividend reinvestment. The Form 4 is a routine Section 16 disclosure showing an officer increasing direct ownership; no derivative transactions or other securities classes are reported.