Bluerock High Income Institutional Credit Fund·4

Jul 2, 5:02 PM ET

Jafarnia Kamal 4

4 · Bluerock High Income Institutional Credit Fund · Filed Jul 2, 2026

Research Summary

AI-generated summary of this filing

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Bluerock (IIMWX) Trustee Jafarnia Kamal Receives 56.36 Shares

What Happened
Jafarnia Kamal, a trustee of Bluerock High Income Institutional Credit Fund (IIMWX), received 56.36 Class I shares on June 30, 2026. The shares were recorded at $22.18 each, for a total reported value of $1,250. This was an acquisition recorded under Form 4 as an award/compensation-related issuance rather than an open-market purchase.

Key Details

  • Transaction date: 2026-06-30; filing date (Form 4): 2026-07-02. No late filing is indicated in the report.
  • Securities acquired: 56.36 Class I shares at $22.18 per share; total value reported $1,250.
  • Shares owned after transaction: Not specified in the provided filing.
  • Footnote: F1 states the shares were granted under the trustees' compensation plan — each independent trustee is entitled to receive $5,000 of Class I shares per quarter (or $20,000 annually).
  • Signature/filing: Report filed by an attorney-in-fact pursuant to a limited power of attorney for Section 16(a) filings (dated 7-19-22).

Context: This transaction is a routine compensation grant to a trustee and should be viewed as compensation rather than a direct insider market bet. Such awards are common for independent trustees and do not necessarily signal a change in the insider’s view of the company’s prospects.

Insider Transaction Report

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

    Shares of Beneficial Interest, Class I Shares

    [F1]
    2026-06-30$22.18/sh+56.36$1,2501,036.22 total
Footnotes (1)
  • [F1]Consists of shares granted in conjunction with the trustees' compensation plan. Under the compensation plan, each independent trustee is entitled to receive $5,000 of Class I Shares per quarter, or $20,000 of Class I shares annually.
Signature
/s/ JoAnn M. Strasser***|2026-07-02

Documents

1 file
  • 4
    fp0099724-3_4.xmlPrimary