Brad Marshall - Net Worth and Insider Trading

Brad Marshall Net Worth

The estimated net worth of Brad Marshall is at least $7 Million dollars as of 2024-11-08. Brad Marshall is the Trustee of Blackstone Secured Lending Fund and owns about 203,284 shares of Blackstone Secured Lending Fund (BXSL) stock worth over $6 Million. Brad Marshall is the Senior Portfolio Manager of FS KKR Capital Corp and owns about 36,288 shares of FS KKR Capital Corp (FSK) stock worth over $763,140. Brad Marshall is also the Portfolio Mgr, Mbr of Inv Comm of Blackstone Long-Short Credit Income Fund and owns about 300 shares of Blackstone Long-Short Credit Income Fund (BGX) stock worth over $3,846. Details can be seen in Brad Marshall's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Brad Marshall has not made any transactions after 2022-11-21 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

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Transaction Summary of Brad Marshall

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Brad Marshall Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Brad Marshall owns 4 companies in total, including FS KKR Capital Corp (FSK) , Blackstone Long-Short Credit Income Fund (BGX) , and Blackstone Secured Lending Fund (BXSL) among others .

Click here to see the complete history of Brad Marshall’s form 4 insider trades.

Insider Ownership Summary of Brad Marshall

Ticker Comapny Transaction Date Type of Owner
FSK FS KKR Capital Corp 2015-05-15 Senior Portfolio Manager
BGX Blackstone Long-Short Credit Income Fund 2011-01-26 other: Portfolio Mngr,Mbr of Inv Comm
BXSL Blackstone Secured Lending Fund 2022-11-21 CEO & other: Trustee
LIMIT LIMIT 2013-08-12 other: See Remarks

Brad Marshall Latest Holdings Summary

Brad Marshall currently owns a total of 3 stocks. Among these stocks, Brad Marshall owns 203,284 shares of Blackstone Secured Lending Fund (BXSL) as of November 21, 2022, with a value of $6 Million and a weighting of 89.29%. Brad Marshall owns 36,288 shares of FS KKR Capital Corp (FSK) as of May 15, 2015, with a value of $763,140 and a weighting of 10.66%. Brad Marshall also owns 300 shares of Blackstone Long-Short Credit Income Fund (BGX) as of January 26, 2011, with a value of $3,846 and a weighting of 0.05%.

Latest Holdings of Brad Marshall

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
BXSL Blackstone Secured Lending Fund 2022-11-21 203,284 31.44 6,391,249
FSK FS KKR Capital Corp 2015-05-15 36,288 21.03 763,140
BGX Blackstone Long-Short Credit Income Fund 2011-01-26 300 12.82 3,846

Holding Weightings of Brad Marshall


Brad Marshall Form 4 Trading Tracker

According to the SEC Form 4 filings, Brad Marshall has made a total of 7 transactions in Blackstone Secured Lending Fund (BXSL) over the past 5 years, including 7 buys and 0 sells. The most-recent trade in Blackstone Secured Lending Fund is the acquisition of 100 shares on November 21, 2022, which cost Brad Marshall around $2,389.

According to the SEC Form 4 filings, Brad Marshall has made a total of 0 transactions in FS KKR Capital Corp (FSK) over the past 5 years. The most-recent trade in FS KKR Capital Corp is the acquisition of 6,040 shares on May 15, 2015, which cost Brad Marshall around $61,729.

According to the SEC Form 4 filings, Brad Marshall has made a total of 0 transactions in Blackstone Long-Short Credit Income Fund (BGX) over the past 5 years. The most-recent trade in Blackstone Long-Short Credit Income Fund is the acquisition of 300 shares on January 26, 2011, which cost Brad Marshall around $6,000.

Insider Trading History of Brad Marshall

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Brad Marshall Trading Performance

GuruFocus tracks the stock performance after each of Brad Marshall's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brad Marshall is 2.42%. GuruFocus also compares Brad Marshall's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brad Marshall within 3 months outperforms 8 times out of 9 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Brad Marshall's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Brad Marshall

Average Return

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Average return per transaction

Outperforming Transactions

LIMIT
7 out of 9 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) -3.4 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) -0.46 LIMIT LIMIT LIMIT LIMIT LIMIT

Brad Marshall Ownership Network

Ownership Network List of Brad Marshall

No Data

Ownership Network Relation of Brad Marshall

Insider Network Chart

Brad Marshall Owned Company Details

What does FS KKR Capital Corp do?

Who are the key executives at FS KKR Capital Corp?

Brad Marshall is the Senior Portfolio Manager of FS KKR Capital Corp. Other key executives at FS KKR Capital Corp include director & President and CEO Michael C. Forman , Chief Investment Officer Daniel Pietrzak , and President & other: Investment Committee Member Brian Gerson .

FS KKR Capital Corp (FSK) Insider Trades Summary

Over the past 18 months, Brad Marshall made no insider transaction in FS KKR Capital Corp (FSK). Other recent insider transactions involving FS KKR Capital Corp (FSK) include a net purchase of 20,000 shares made by Daniel Pietrzak , a net purchase of 3,000 shares made by Elizabeth Sandler , and a net purchase of 1,720 shares made by Jerel A Hopkins .

In summary, during the past 3 months, insiders sold 195,139 shares of FS KKR Capital Corp (FSK) in total and bought 0 shares, with a net sale of 195,139 shares. During the past 18 months, 195,139 shares of FS KKR Capital Corp (FSK) were sold and 34,673 shares were bought by its insiders, resulting in a net sale of 160,466 shares.

FS KKR Capital Corp (FSK)'s detailed insider trading history can be found in Insider Trading Tracker table.

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FS KKR Capital Corp Insider Transactions

No Available Data

Brad Marshall Mailing Address

Above is the net worth, insider trading, and ownership report for Brad Marshall. You might contact Brad Marshall via mailing address: 1290 Broadway, Suite 1100, Denver Co 80203.