STOCK TITAN

President adds 2,356 Liberty All Star Equity (NYSE: USA) shares

Filing Impact
(Neutral)
Filing Sentiment
(Positive)
Form Type
4

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.

Positive

  • None.

Negative

  • None.
Insider HALEY MARK T
Role President
Bought 2,356 shs ($14K)
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, null)
Footnotes (1)
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
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.
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SEC Form 4
FORM 4UNITED 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)
Director10% Owner
XOfficer (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)
XForm 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)
CodeVAmount(A) or (D)Price
Shares of Beneficial Interest06/02/2026P356A$5.8481173,056.336D
Shares of Beneficial Interest06/03/2026P2,000A$5.805175,056.336D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
/s/ Mark T. Haley06/03/2026
** Signature of Reporting PersonDate
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)

FAQ

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.