Liberty All Star Equity president buys 2,356 shares

Liberty All Star Equity Fund's president, Mark T. Haley, bought additional fund shares in early June 2026.

Accepted by SEC EDGAR 06/03/2026 - 12:45 PM EDT

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Form Type

Rhea-AI Filing Summary

Liberty All Star Equity Fund's president, Mark T. Haley, bought additional fund shares in early June 2026. He made two open-market purchases of Shares of Beneficial Interest totaling 2,356 shares at prices around $5.81 per share. After these trades, he directly holds 175,056.336 shares, indicating a modest increase in his personal investment stake.

Insider Trade Summary

Net Buyer: 2,356 shares

Net Buy 2 txns

Insider HALEY MARK T

Role President

Bought 2,356 shs ($14K)

Increase in Position 1.4%

Type	Security	Shares	Price	Value
Purchase	Shares of Beneficial Interest	2,000	$5.805	$12K
Purchase	Shares of Beneficial Interest	356	$5.8481	$2K

Holdings After Transaction: Shares of Beneficial Interest — 175,056.336 shares (Direct)

Holdings Before and After: Shares of Beneficial Interest, 172,700.336 to 175,056.336 shares (Direct)

Other Insiders: 1 other insider reported open-market purchases of this stock in the 30 days up to this filing.

Key Figures

Total shares bought: 2,356 shares June 3, 2026 purchase size: 2,000 shares June 3, 2026 price: $5.8050 per share +3 more

6 metrics

Total shares bought 2,356 shares Open-market purchases in early June 2026

June 3, 2026 purchase size 2,000 shares Open-market purchase of Shares of Beneficial Interest

June 3, 2026 price $5.8050 per share Price for 2,000-share open-market purchase

June 2, 2026 purchase size 356 shares Open-market purchase of Shares of Beneficial Interest

June 2, 2026 price $5.8481 per share Price for 356-share open-market purchase

Post-transaction holdings 175,056.336 shares Directly owned after June 3, 2026 transaction

Key Terms

Shares of Beneficial Interest, open-market purchase, transaction code "P", Form 4

4 terms

Shares of Beneficial Interest financial

"security_title: "Shares of Beneficial Interest""

open-market purchase financial

"transaction_action: "open-market purchase""

An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.

transaction code "P" financial

"transaction_code_description: "Purchase in open market or private transaction""

Form 4 regulatory

"INSIDER FILING DATA (Form 4)"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider buying did Liberty All Star Equity Fund (USA) report?

Liberty All Star Equity Fund reported that its president, Mark T. Haley, bought 2,356 Shares of Beneficial Interest in open-market transactions. These trades slightly increased his direct holdings to 175,056.336 shares, signaling a small personal addition to his investment in the fund.

On what dates did Mark T. Haley buy USA shares and at what prices?

Mark T. Haley purchased 356 Shares of Beneficial Interest on June 2, 2026, at about $5.8481 per share and 2,000 shares on June 3, 2026, at about $5.8050 per share. Both transactions were reported as open-market purchases.

How many Liberty All Star Equity Fund shares does the president own after these trades?

After the June 2026 transactions, Mark T. Haley directly owns 175,056.336 Shares of Beneficial Interest in Liberty All Star Equity Fund. This reflects the addition of 2,356 shares through two recent open-market purchases disclosed in the Form 4 insider filing.

What type of security did Mark T. Haley purchase in Liberty All Star Equity Fund (USA)?

Mark T. Haley purchased Shares of Beneficial Interest in Liberty All Star Equity Fund. These represent ownership interests in the closed-end fund and are the primary equity securities through which investors and insiders hold positions in the fund’s portfolio.

Were Mark T. Haley’s USA transactions open-market purchases or another type?

Both transactions were reported as open-market purchases under transaction code “P.” This indicates that the president acquired the Shares of Beneficial Interest through market trades or similar private transactions, rather than grants, option exercises, or other non-market events.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

HALEY MARK T

(Last)

(First)

(Middle)

C/O LIBERTY ALL-STAR FUNDS

1290 BROADWAY, SUITE 1000

(Street)

DENVER

COLORADO

80203

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
LIBERTY ALL STAR EQUITY FUND [ USA ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	President

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/02/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Shares of Beneficial Interest	06/02/2026		P		356	A	$5.8481	173,056.336	D
Shares of Beneficial Interest	06/03/2026		P		2,000	A	$5.805	175,056.336	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

	/s/ Mark T. Haley	06/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR