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Insider · CIK 0001797062

Brad Allen

cfoofficer

Files at Keystone Private Income Fund. First filing Sep 18, 2025, latest Jun 17, 2026.

In brief

Brad Allen files SEC Form 4 as CFO at Keystone Private Income Fund. Since Sep 18, 2025, Brad Allen has reported 6 open-market buys worth $12M and 0 open-market sells worth $0, the latest filed on Jun 17, 2026.

A track record needs three past buys with six months of prices behind them; Brad Allen has 0, so none is measured yet.

The newest scored trade: bought $79k of Keystone Private Income Fund on Jun 1, 2026, filed Jun 17, 2026, scored 54 (moderate). In the last 12 months: 5 buys worth $7.6M and 0 sells worth $0.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
6 / 0
$12M bought, $0 sold

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
54Moderate
-buy 3
Keystone Private Income Fund
$79k
803 shares
--
77Notable
-buy 3
Keystone Private Income Fund
$6.0M
60,883 shares
+98%-
70Notable
-buy 3
Keystone Private Income Fund
$1.0M
10,135 shares
+20%-
38Weak
-buy 2
Keystone Private Income Fund
$5,000
51 shares
+12%-
51Moderate
-buy 2
Keystone Private Income Fund
$500k
5,063 shares
+11%-
55Moderate
-buy
Keystone Private Income Fund
$4.0M
39,523 shares
--

Transactions

Every row this insider has filed, 29 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Jun 1, 2026-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Son
+803$98.04$79k803Jun 17, 2026
Mar 1, 2026-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Hallein Holdings LLC
+60,883$98.55$6.0M123,032Mar 13, 2026
Jan 1, 2026-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Hallein Holdings LLC
+10,135$98.67$1.0M61,643Jan 23, 2026
Dec 1, 2025-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Son
+51$98.73$5,000466Dec 17, 2025
Nov 1, 2025-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Hallein Holdings LLC
+5,063$98.76$500k50,732Nov 19, 2025
Jul 1, 2020-
Keystone Private Income Fund
POpen-market purchase
Class Y Shares
+550$100.00$55k550Sep 18, 2025
May 1, 2021-
Keystone Private Income Fund
POpen-market purchase
Class Z Shares
+232$101.28$24k782Sep 18, 2025
Sep 1, 2022-
Keystone Private Income Fund
POpen-market purchase
Class Z Shares
+326$101.28$33k1,108Sep 18, 2025
May 1, 2023-
Keystone Private Income Fund
POpen-market purchase
Class Z Shares
+158$100.55$16k1,266Sep 18, 2025
May 1, 2024-
Keystone Private Income Fund
POpen-market purchase
Class Z Shares
+93$100.22$9,3001,359Sep 18, 2025
May 1, 2025-
Keystone Private Income Fund
POpen-market purchase
Class Z Shares
+115$99.52$11k2,163Sep 18, 2025
Jul 1, 2020-
Keystone Private Income Fund
POpen-market purchase
Class Y Sharesindirect: By Spouse
+610$100.00$61k610Sep 18, 2025
May 1, 2021-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Spouse
+272$101.28$27k882Sep 18, 2025
Sep 1, 2022-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Spouse
+365$101.28$37k1,247Sep 18, 2025
May 1, 2023-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Spouse
+174$100.55$18k1,421Sep 18, 2025
May 1, 2024-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Spouse
+97$100.22$9,7001,518Sep 18, 2025
May 1, 2025-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Spouse
+121$99.52$12k2,412Sep 18, 2025
Sep 1, 2025-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Son
+405$98.69$40k405Sep 18, 2025
Sep 1, 2020-
Keystone Private Income Fund
POpen-market purchase
Class Z Shares
+335$101.39$34k835Sep 18, 2025
Jan 1, 2021-
Keystone Private Income Fund
POpen-market purchase
Class Z Shares
+1,975$101.28$200k2,810Sep 18, 2025
Sep 1, 2021-
Keystone Private Income Fund
POpen-market purchase
Class Z Shares
+1,975$101.28$200k4,785Sep 18, 2025
Apr 1, 2022-
Keystone Private Income Fund
POpen-market purchase
Class Z Shares
+1,481$101.28$150k6,266Sep 18, 2025
Jan 1, 2023-
Keystone Private Income Fund
POpen-market purchase
Class Z Shares
+4,937$101.28$500k11,203Sep 18, 2025
Apr 1, 2023-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Hallein Holdings LLC
+2,980$100.67$300k14,183Sep 18, 2025
Jun 1, 2023-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Hallein Holdings LLC
+279$100.52$28k14,461Sep 18, 2025
Jun 1, 2024-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Hallein Holdings LLC
+4,989$100.22$500k19,450Sep 18, 2025
Sep 1, 2024-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Hallein Holdings LLC
+3,005$99.82$300k22,456Sep 18, 2025
Dec 1, 2024-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Hallein Holdings LLC
+8,984$100.18$900k31,439Sep 18, 2025
Sep 1, 2025-
Keystone Private Income Fund
POpen-market purchase
Class Z Sharesindirect: By Hallein Holdings LLC
+5,066$98.69$500k44,214Sep 18, 2025

Questions about Brad Allen

Answered from the filings on this page, as of the latest one.

Is Brad Allen buying or selling?

In the last 12 months Brad Allen reported 5 open-market buys worth $7.6M and 0 open-market sells worth $0 on SEC Form 4; the latest was bought $79k of Keystone Private Income Fund on Jun 1, 2026. Grants, option exercises and tax withholding are not counted.

How did Brad Allen's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Brad Allen has 0.

Where does Brad Allen file Form 4?

Brad Allen has filed Form 4 at Keystone Private Income Fund as Treasurer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Brad Allen: insider trades and track record | InsiderTell