Every Form 4 that Liberty All-Star Equity Fund (USA) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow USA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full USA filings page.
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.
LIBERTY ALL STAR EQUITY FUND access person Robert Milas reported an open-market purchase of fund shares. He bought 1,700 Shares of Beneficial Interest at an average price of $5.8199 per share. Following this transaction, he directly owns 5,759.256 shares of the fund.
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.