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Liberty ALL Star Equity Fund Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 06 Feb 2026.
Liberty ALL Star Equity Fund: what insiders have been doing
This page follows insider dealings at Liberty ALL Star Equity Fund as filed with SEC (Form 4), a company from the Finance & Banking sector. 3 insiders have disclosed 3 filings since 18 October 2025.
Not one open-market sale was filed. On the buying side, 3 insiders reported 3 purchases totalling €13k. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. On the buying side, the filings list 1 board member, 1 finance chief and 1 chief executive among the declarants. Haley Mark T filed the largest purchase, €8,562, on 30 December 2025.
Compared with its exchange (5,814 companies, median 19 filings), a count of 3 filings is below the norm. Since 2021, the database holds 18 purchases and 1 sale by insiders of the company.
The latest purchase dates back some time: it was published 254 days ago, on 6 February 2026.
Other companies in the same sector with recent insider buying flagged by our signals: First Guaranty Bancshares, Inc. and BCB Bancorp Inc. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
19
Thresholds
n/a
Buy Volume
€168,213
18 ops. · all time
Sell Volume
€194,777
1 ops. · all time
Who traded when
BuySaleMark T. Haley3 buys
Erich Rettinger1 buy
Robert Milas1 buy
Sareena Khwaja-Dixon1 buy
Since the insiders bought
- -3.8%Entry US$6.05 · Close at T+90 US$5.82
- -11.6%Entry US$6.28 · Close at T+90 US$5.55
- +1.2%Entry US$5.96 · Close at T+90 US$6.03
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2025FY ended December 2025 · cache
US$6.08
Analyst consensus
Income statement
RevenueUS$172.7M
Net incomeUS$167.9M553.4% margin
Valuation
PER (trailing)10.9x
P/Book0.9x
Beta0.97
Balance sheet & cash
Market capUS$1.9B
Debt / Equity5%
Profitability & ownership
ROE8.3%
ROA0.4%
% insiders0.1%
% institutions19.3%
Last declaration on 6 February 2026
Declarations19 total
350 shares@ US$6.01100.0% of flowShares of Beneficial InterestSEC:0001688010-26-000001:0
Canonical exit: 7 May 2026 (T+90)
1,600 shares@ US$6.3016.5% of flowShares of Beneficial InterestSEC:0001212780-25-000008:0
Canonical exit: 30 Mar 2026 (T+90)
500 shares@ US$5.8573100.0% of flowShares of Beneficial InterestSEC:0001682998-25-000003:0
Canonical exit: 19 Feb 2026 (T+90)
1,000 shares@ US$6.3710.5% of flowShares of Beneficial InterestSEC:0001212780-25-000006:0
Canonical exit: 30 Dec 2025 (T+90)
1,500 shares@ US$6.5816.3% of flowShares of Beneficial InterestSEC:0001212780-25-000005:0
Canonical exit: 8 Dec 2025 (T+90)
1,500 shares@ US$6.6642.8% of flowShares of Beneficial InterestSEC:0001955691-25-000006:0
Canonical exit: 17 Aug 2025 (T+90)
4,000 shares@ US$7.085964.7% of flowShares of Beneficial InterestSEC:0001281236-24-000001:0
Canonical exit: 24 Jun 2024 (T+90)
1,450 shares@ US$6.828543.6% of flowShares of Beneficial InterestSEC:0001955691-24-000002:0
Canonical exit: 9 Jun 2024 (T+90)
2,200 shares@ US$6.819183.3% of flowShares of Beneficial InterestSEC:0001333732-24-000002:0
Canonical exit: 10 Jun 2024 (T+90)
1,600 shares@ US$6.05517.3% of flowShares of Beneficial InterestSEC:0001212780-23-000007:0
Canonical exit: 7 Mar 2024 (T+90)
500 shares@ US$6.11535.6% of flowShares of Beneficial InterestSEC:0001212780-23-000005:0
Canonical exit: 1 Feb 2024 (T+90)
500 shares@ US$6.045213.6% of flowShares of Beneficial InterestSEC:0001955691-23-000003:0
Canonical exit: 17 Dec 2023 (T+90)
1,000 shares@ US$6.3198100.0% of flowShares of Beneficial InterestSEC:0001761119-23-000004:0
Canonical exit: 27 Nov 2023 (T+90)
2,500 shares@ US$6.1235.3% of flowShares of Beneficial InterestSEC:0001281236-23-000002:0
Canonical exit: 5 Sept 2023 (T+90)
34,931 shares@ US$5.98100.0% of flowCommon Shares of Beneficial OwnershipSEC:0001227429-23-000002:0
2,553 shares@ US$7.7833.9% of flowShares of Beneficial InterestSEC:0001212780-21-000004:0
Canonical exit: 2 Mar 2022 (T+90)
2,148.126 shares@ US$7.78100.0% of flowShares of Beneficial InterestSEC:0001085625-21-000002:0
Canonical exit: 2 Mar 2022 (T+90)
400 shares@ US$7.7816.7% of flowShares of Common StockSEC:0001333732-21-000002:0
Canonical exit: 2 Mar 2022 (T+90)
2,000 shares@ US$7.78100.0% of flowLIBERTY ALL-STAR EQUITY FUNDSEC:0001398344-21-022506:0
Canonical exit: 20 Feb 2022 (T+90)
19 of 19 declarations
About Liberty ALL Star Equity Fund
Liberty All-Star Equity Fund (ticker: USA) is a U.S.-listed closed-end investment company traded on the NYSE in the United States. It is not an operating industrial or consumer business; rather, it is an equity income and total-return vehicle designed to give investors diversified exposure to U.S. stocks through an actively managed, multi-manager structure. Its core identity is that of a “core equity” fund focused on large-cap U.S. equities, with portfolio allocation spread across managers using both value and growth disciplines. This multi-manager design is the fund’s key competitive advantage versus single-manager active funds and passive index products.([all-starfunds.com](https://www.all-starfunds.com/about?utm_source=openai))
The fund traces its roots back to 1986, when it became one of the first closed-end funds to bring institutional-style multi-management to individual investors. Public filings describe Liberty All-Star Equity Fund as a Massachusetts business trust registered under the Investment Company Act of 1940 and organized as a diversified, closed-end management investment company. That structure means the share count is fixed and the stock trades on the exchange throughout the day, providing market liquidity rather than the daily creation/redemption mechanism used by open-end mutual funds and many ETFs.([all-starfunds.com](https://www.all-starfunds.com/about?utm_source=openai))
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In terms of investment approach, USA invests primarily in public equity markets in the United States, across diversified sectors, with a strong emphasis on large-cap companies. The fund’s portfolio is allocated approximately equally among five independent investment managers: three value-oriented firms and two growth-oriented firms. Public information identifies ALPS Advisers, Inc. as the advisor, with sub-advisers including Aristotle Capital Management, Fiduciary Management, Pzena Investment Management, Sustainable Growth Advisers, and TCW Investment Management Company. This setup is intended to diversify style risk, improve manager accountability, and deliver more consistent long-term returns.([all-starfunds.com](https://www.all-starfunds.com/usa?utm_source=openai))
For investors in France, Belgium, and Switzerland, the main takeaway is that USA offers a professionally managed U.S. equity allocation rather than direct company operating exposure. Its appeal typically lies in broad market participation, manager diversification, and a quarterly distribution policy. The fund’s market positioning is therefore closer to an active listed portfolio wrapper than to a traditional corporate equity story.([all-starfunds.com](https://www.all-starfunds.com/usa?utm_source=openai))
Recent publicly available materials and SEC filings show ongoing regulatory reporting, including Form 4 insider filings for officers, which is normal for a listed U.S. issuer. The fund’s latest public disclosures continue to describe the same overall strategy and NYSE listing, with no major strategic repositioning evident in the available sources.([sec.gov](https://www.sec.gov/Archives/edgar/data/0000799195/000121278025000006/xslF345X03/primary_doc.xml?utm_source=openai))
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