StepStone Private Venture & Growth Fund·4

Mar 6, 2:55 PM ET

SITTEMA THOMAS KENT 4

4 · StepStone Private Venture & Growth Fund · Filed Mar 6, 2026

Research Summary

AI-generated summary of this filing

Updated

StepStone (XSPIX) Trustee Thomas Sittema Buys Shares

What Happened

  • Thomas K. Sittema, a trustee for StepStone Private Venture & Growth Fund (XSPIX), reported multiple open-market purchases totalling $925,000 (24,825.22 shares acquired) and several zero-dollar gift transfers. Purchases occurred between 2022 and 2026 and are typically viewed as more informative (buying) than the gift transfers, which are non-market transfers and do not signal market sentiment.
  • Purchases (highlights): 5,474.453 shares @ $27.40 = $150,000 (2022-12-01); 6,609.385 @ $30.26 = $200,000 (2023-02-01); 7,676.561 @ $39.08 = $300,000 (2024-11-01); 1,511.792 @ $49.61 = $75,000 (2025-11-03); 3,553.029 @ $56.29 = $200,000 (2026-01-02). Gift transactions include transfers on 2025-03-03 and a gift disposition of 22,112.05 shares on 2026-01-02.

Key Details

  • Transaction dates & details:
    • 2022-12-01: Purchase 5,474.453 shares @ $27.40 = $150,000 (Code P)
    • 2023-02-01: Purchase 6,609.385 shares @ $30.26 = $200,000 (P)
    • 2024-11-01: Purchase 7,676.561 shares @ $39.08 = $300,000 (P)
    • 2025-03-03: Gift disposition 7,676.561 shares (G) and simultaneous gift acquisition 7,676.561 shares (G) — internal transfer
    • 2025-11-03: Purchase 1,511.792 shares @ $49.61 = $75,000 (P)
    • 2026-01-02: Purchase 3,553.029 shares @ $56.29 = $200,000 (P); Gift disposition 22,112.05 shares (G)
  • Total open-market purchases reported: 24,825.22 shares for $925,000.
  • Total gift dispositions reported: 29,788.611 shares (including transfers); net gift disposition after offsetting same-day transfer: 22,112.05 shares.
  • Shares owned after these transactions: not specified in the filing.
  • Footnote: F1 notes inclusion of Class I common shares received via the issuer's dividend reinvestment plan.
  • Filing and exhibits: Form 4 filed 2026-03-06 (covers transactions back to 2022-12-01); Exhibit 24 (Power of Attorney) attached. The filing date is notably later than some transaction dates, which delays public disclosure but does not change the underlying trades.

Context

  • Gift transfers (code G) are non-market transfers (e.g., between family members or entities) and generally should not be interpreted as a buy/sell signal about the stock.
  • Purchases (code P) are open-market or private purchases and are more directly informative about the insider adding to holdings.
  • No options exercises or sales for cash were reported in this filing.

Insider Transaction Report

Form 4
Period: 2022-12-01
Transactions
  • Purchase

    Class I Common Shares of Beneficial Interest

    2022-12-01$27.40/sh+5,474.453$150,00015,474.453 total
  • Purchase

    Class I Common Shares of Beneficial Interest

    2023-02-01$30.26/sh+6,609.385$200,00022,083.838 total
  • Purchase

    Class I Common Shares of Beneficial Interest

    2024-11-01$39.08/sh+7,676.561$300,00029,760.399 total
  • Gift

    Class I Common Shares of Beneficial Interest

    [F1]
    2025-03-037,676.56122,112.05 total
  • Gift

    Class I Common Shares of Beneficial Interest

    2025-03-03+7,676.5617,676.561 total(indirect: By Trust)
  • Purchase

    Class I Common Shares of Beneficial Interest

    2025-11-03$49.61/sh+1,511.792$75,0009,188.353 total(indirect: By Trust)
  • Purchase

    Class I Common Shares of Beneficial Interest

    [F1]
    2026-01-02$56.29/sh+3,553.029$200,00012,753.118 total(indirect: By Trust)
  • Gift

    Class I Common Shares of Beneficial Interest

    2026-01-0222,112.050 total
Footnotes (1)
  • [F1]Includes Class I Common Shares of Beneficial Interest, par value $0.001 received pursuant to the Issuer's dividend reinvestment plan.
Signature
/s/ Dean Caruvana, Attorney-in-Fact|2026-03-06

Documents

2 files