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BBR ALO Fund, LLC·4/A

Jan 21, 4:42 PM ET

WINGERTZAHN MICHAEL 4/A

Research Summary

AI-generated summary

Updated

BBR ALO Fund Director Michael Wingertzahn Buys 364.201 Shares

What Happened
Michael Wingertzahn, a director of BBR ALO Fund, purchased 364.201 shares on January 2, 2026, at $13.73 per share in an open-market/private purchase (code P), for a total of $5,000. This filing is an amendment that updates the previously reported transaction details after the fund’s final NAV was calculated.

Key Details

  • Transaction date and price: 2026-01-02 — 364.201 shares at $13.73 each.
  • Total value: $5,000.
  • Filing status: Amended Form 4 filed 2026-01-21 to disclose final share count, per-share price, and totals after the fund’s NAV was finalized.
  • Footnote: The original Form 4 used the fund’s estimated NAV as of 12/31/2025; final Transaction Information was not available until the NAV was definitively calculated.
  • Shares owned after transaction: Not specified in the information provided in this summary.

Context
This was a purchase (potentially a bullish signal), but the amount is small ($5,000), so it may have limited informational impact. The amendment corrects transaction specifics based on the finalized NAV rather than indicating a new or additional trade.