Jason J Price, in his role as Trustee, filed an initial statement of beneficial ownership with the SEC on November 13, 2026, covering Barings Participation Investors, disclosing no securities beneficially owned as of the event date of November 2, 2026.

Key Highlights

  • Reporting person: Jason J Price, affiliated with Barings LLC, 300 South Tryon Street, Suite 2500, Charlotte, North Carolina 28202.
  • Role: Price's relationship to the issuer is listed as "Trustee" under the "Other (specify below)" category.
  • Event date: The date of the event requiring the statement is listed as November 2, 2026.
  • No holdings reported: Both Table I (non-derivative securities) and Table II (derivative securities) are blank; the filing states explicitly, "No securities are beneficially owned."
  • Filing type: This is an initial statement, not an amendment.
  • Signed by attorney-in-fact: The form was signed by Stacy Standridge as attorney-in-fact on November 13, 2026.

Price's Initial Ownership Statement for Barings Participation Investors

According to the filing, Jason J Price submitted a Form 3 initial statement of beneficial ownership in connection with Barings Participation Investors, listed on the filing under the ticker symbol MPV. The event triggering the filing occurred on November 2, 2026, and the form was filed on November 13, 2026. Price's address is listed care of Barings LLC in Charlotte, North Carolina.

The filing identifies Price's relationship to the issuer as Trustee, indicated under the "Other (specify below)" designation. No directorial, officer, or 10% ownership relationship was checked. The form was filed by one reporting person, and Stacy Standridge signed the document as attorney-in-fact on Price's behalf.

Both sections of the ownership tables, covering non-derivative and derivative securities respectively, contain no entries. The filing's explanation of responses states: "No securities are beneficially owned." This means Price reported holding neither direct nor indirect beneficial ownership of any class of Barings Participation Investors securities at the time of the triggering event.

What Was Disclosed

Jason J Price filed an initial beneficial ownership statement as Trustee for Barings Participation Investors (MPV), reporting that as of November 2, 2026, he held no beneficial ownership of any securities, derivative or non-derivative, in the issuer.