CAMPBELL FUND TRUST 8-K
Research Summary
AI-generated summary
Campbell Fund Trust Reports Private Unit Sales of ~$6.99M
What Happened
- Campbell Fund Trust filed an 8-K (Item 3.02) reporting that, effective May 31, 2026, it sold Units of Beneficial Interest to existing and/or new unitholders in transactions that were not registered under the Securities Act. The aggregate cash consideration for the Units sold that day was approximately $6,986,653.81 across three series.
- The sales were made privately under an exemption from registration (Section 4(2) of the Securities Act) and pursuant to Regulation D.
Key Details
- Date of sale: May 31, 2026.
- Total cash proceeds (excluding escrow interest): $6,986,653.81, broken down as:
- Series A: $3,278,000.00
- Series D: $1,654,509.81
- Series W: $2,054,144.00
- Units were issued in private placements (not a public offering) relying on Section 4(2) and Regulation D exemptions.
Why It Matters
- This filing notifies investors that the trust raised nearly $7.0 million through private unit sales, which may affect the trust’s capital base and ownership mix.
- Because the sales were private and exempt from registration, fewer public disclosure requirements apply; investors should monitor future filings for how proceeds are used or if additional unit issuances occur.
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