American Strategic Investment Co.·4

Jul 2, 5:01 PM ET

SCHORSCH NICHOLAS S 4

4 · American Strategic Investment Co. · Filed Jul 2, 2026

Research Summary

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American Strategic Investment Co. 10% Owner Nicholas Schorsch Buys 8,000 Shares

What Happened
Nicholas S. Schorsch, identified as a 10% owner, purchased 8,000 shares of American Strategic Investment Co. class A common stock in open-market transactions on June 30, 2026. The reported weighted-average price was $9.53 (range $8.89–$9.85), for a total cost of roughly $76,240. This was a purchase (transaction code P), which is a direct buy rather than a sale or award.

Key Details

  • Transaction date: 2026-06-30 (filed 2026-07-02). No indication in the excerpt that the filing was late.
  • Price: weighted average $9.53; purchases occurred at prices between $8.89 and $9.85 (footnote F2).
  • Quantity: 8,000 shares; total value ≈ $76,240.
  • Shares owned after the transaction: not specified in the provided excerpt.
  • Notable footnotes:
    • F1/F3/F4 describe ownership/control structure: Schorsch is sole managing member of Bellevue Capital Partners, LLC (BCP), which is the ultimate controlling person of the Advisor and holds securities of record; F3 denotes shares owned by BCP; F4 denotes shares owned directly by Schorsch.
    • F2 explains the weighted average price and offers to provide per-price breakdowns on request.
    • Remarks note Exhibit 99.1 (joint filer info) and state the reporting persons may be members of a Section 13(d) group collectively owning >10%, while disclaiming beneficial ownership of other group members’ shares.

Context
This filing reports a straightforward open-market purchase by a reported 10% owner (an institutional/ownership position), not an option exercise, gift, or award. Purchases by large owners can be informative to investors, but the filing includes group-disclaimer language and complex ownership layers (BCP, AR Global, ARC III) — see Exhibit 99.1 and the footnotes for full ownership details.

Insider Transaction Report

Form 4
Period: 2026-06-30
Transactions
  • Purchase

    Class A common stock

    [F2][F3]
    2026-06-30$9.53/sh+8,000$76,2401,089,620 total(indirect: See footnote)
Holdings
  • Class A common stock

    [F1]
    (indirect: See footnote)
    1,076,620
  • Class A common stock

    [F4]
    26,559
Footnotes (4)
  • [F1]Mr. Nicholas S. Schorsch is the sole managing member of Bellevue Capital Partners, LLC ("BCP"), who is the ultimate controlling person of the Advisor, and has voting and investment discretion with respect to the securities held of record by the Advisor. BCP is the sole member of AR Global Investments, LLC, who is the sole member of American Realty Capital III, LLC ("ARC III"). ARC III is the sole member of New York City Special Limited Partnership, LLC, who is the sole member of the Advisor, the record holder of the securities reported herein.
  • [F2]The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $8.89-$9.85, inclusive. The Reporting Persons undertake to provide to the staff of the Securities and Exchange Commission, to any security holder of the Issuer, or to the Issuer, upon request, full information regarding the number of shares purchased at each separate price within the range set forth above.
  • [F3]Represents shares of Class A common stock directly owned by BCP. Mr. Nicholas S. Schorsch is the sole managing member of BCP, and has voting and investment discretion with respect to the securities held of record by BCP.
  • [F4]Represents shares of Class A common stock owned solely by Mr. Nicholas S. Schorsch.
Signature
/s/ See signatures attached as Exhibit 99.1|2026-07-02

Documents

2 files