Mark T Haley

Mark T Haley buys 2,356 shares of LIBERTY ALL STAR EQUITY FUND at blended avg $5.81; 0 of 3 measurable same-ticker buys were well-timed at 90d.

Mark T Haley, President of LIBERTY ALL STAR EQUITY FUND, executed 2 separate purchases totaling 2,356 shares for $13,691.92 on 2026-06-02 and 2026-06-03, at prices of $5.85 and $5.80. His holding increased from 172,700 to 175,056 shares. This transaction carries weak timing signals: across his 5 prior same-ticker trades, 0 of 3 measurable buys achieved positive 90-day returns, with the most recent buy on 2025-12-30 declining -14.1% over 90 days. His cross-ticker track record is similarly unfavorable at 0% win rate across 13 buys with an average 90-day return of -6.4%. With the stock currently at $5.80 (matching the second transaction price) and down -1.4% over 90 days, the blended purchase price of $5.81 offers minimal margin of safety relative to his historical execution pattern at this ticker.

Mark T Haley (President, ASG) bought 1,950 shares in 2 transactions for $10,425.75 at $5.35 avg; 0 of 5 prior ASG buys well-timed at 90d.

Mark T Haley, President of Liberty All Star Growth Fund Inc., made two separate open-market purchases totaling 1,950 shares for $10,425.75 at a blended average price of $5.35 on 2026-06-02 and 2026-06-03. His post-transaction holdings are 154,322 shares, a net increase of 1,950 shares (+1.3% vs pre-transaction holdings). The current price of $5.33 is -6.3% from the 52-week high of $5.69 and trading within the 52-week range of $4.55–$5.69. Reviewing his prior trading history at ASG, Haley has 5 prior buys on record at this ticker, with 0 of 5 prior buys well-timed at the 90-day mark—all five showed negative 90-day returns (-14.7%, -3.5%, -5.7%, -3.4%, -2.7%), indicating a consistent pattern of purchasing ahead of subsequent declines at this security.

Liberty All Star (USA) President Haley buys 1,600 shares at $6.30; stock now $6.34, -0.6% over 90 days.

Haley Mark T, President of Liberty All Star Equity Fund (USA), purchased 1,600 shares at $6.30 on 2025-12-30, adding to a holding of 157,470 shares for a net increase of 1.6K shares. The current price of $6.34 is slightly above the purchase price, and the stock has declined 0.6% over the prior 90 days. Across his same-ticker purchase history at USA (4 prior trades), Haley's prior two measurable buys (2025-10-01 and 2025-09-09) each resulted in negative 90-day returns of -0.9% and -6.8% respectively, with a 0 of 2 well-timed rate. His broader cross-ticker track record of 12 prior buys also shows an average 90-day return of -3.8% with a 0.00% win rate, suggesting a consistent pattern of purchases that have not appreciated over the medium term.

Mark T Haley (President) bought 2,000 shares of ASG at $5.34 on 2025-12-30; prior ASG buys show 0 of 4 well-timed at 90d mark.

Haley purchased 2,000 shares at $5.34, increasing his holding from 140,641 to 142,641 shares. His prior trade history at ASG shows a consistent pattern of unsuccessful timing: across 5 prior transactions at this ticker, none of the 4 measurable prior buys achieved positive 90-day returns, with outcomes ranging from -0.1% to -5.7% over 90 days. His cross-ticker record is similarly weak, showing 12 prior buys with an average 90-day return of -3.8% and a 0.00% win rate. The stock is currently trading at $5.35, -11.1% from its 52-week high and down 3.8% over 90 days, consistent with the negative performance pattern following his prior purchases at this company.

Liberty All Star Equity Fund President Haley Mark T bought 1,000 shares at $6.37 on 2025-10-01; stock down 3.3% in 30 days, 8.1% in 90 days.

Haley Mark T, as President of Liberty All Star Equity Fund, purchased 1,000 shares at $6.37, adding to holdings of 157,470 shares post-transaction. The stock currently trades at $6.38, nearly flat from the transaction price, but is down 3.3% over 30 days and 8.1% over 90 days, reflecting broader weakness against the 52-week high of $7.46. Critically, across his open-market history at all tickers, Mark T's 10 prior buys averaged a 90-day return of -3.1% with a 0.00% win rate—a pattern of consistently poor timing. His three prior transactions at this ticker remain unmeasured, but this latest purchase adds to a record showing systematic underperformance after buy decisions.

ASG insider Haley Mark T purchases 1,000 shares at $5.55 on 2025-10-01, second buy in 3 weeks

Mark T, President of Liberty All Star Growth Fund, purchased 1,000 shares at $5.55, bringing holdings to 140.6K shares post-transaction. This represents his second open-market purchase of ASG in less than a month (prior buy on 2025-09-09). However, his same-ticker history shows a mixed record: of 5 prior trades at ASG, only 2 have measurable 90-day outcomes, both negative (-3.4% and -2.7%), with 0 of 2 prior buys well-timed at the 90-day mark. His cross-ticker track record across all tickers is similarly weak, averaging -3.1% 90-day returns with a 0% win rate across 10 prior buys. The current stock price of $5.56 is only 0.2% higher than the transaction price and sits 8.4% below the 52-week high.

HALEY MARK T (President) purchased 1,500 shares of ASG at $5.65 on 2025-09-09 for $8,475.00

Mark T Haley, President of Liberty All Star Growth Fund Inc., purchased 1,500 shares at $5.65, bringing total holdings to 139,641 shares. The current price of $5.63 sits 7.2% below the 52-week high of $6.07, and the transaction occurred after a 30-day gain of 3.7%. Haley's cross-ticker track record shows an average 90-day return of -3.1% across 8 prior buys with a 0.00% win rate, and at ASG specifically, 2 prior measurable buys both resulted in 90-day declines (-3.4% and -2.7%), with 0 of 2 well-timed at the 90-day mark. This incremental purchase continues a pattern of open-market accumulation at ASG with a mixed outcome history.

Liberty All Star Equity Fund President Haley purchases 1,500 shares at $6.58; stock 11.9% below 52-week high with prior buys returning +13.3% and +8.9% at 90 days.

HALEY MARK T purchased 1,500 shares of LIBERTY ALL STAR EQUITY FUND at $6.58, increasing his position by 1.0% to 156,470 shares. The current price of $6.57 is 11.9% below the 52-week high of $7.46, placing the stock in a relatively depressed zone. His prior trades at this ticker show strong 90-day outcomes: a buy on 2023-12-08 returned +13.3% and a buy on 2023-11-03 returned +8.9%, both instances where his purchases preceded material gains. This latest purchase aligns with his historical pattern of well-timed entry points at this security, though the overall significance is modest given the small 1.0% position increase and the stock's near-52-week-low valuation already embedded in current pricing.