XIVYX insider transaction filings
Institutional Investment Strategy Fund — 32 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-09-02. Screen XIVYX transaction legs live →
Insider transaction summary — last 90 days
2026-06-24 to 2026-09-22, from the filings listed below: 3 Form 4 filings. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 3 legs across 3 filings by 1 insider — 23 shares, $303 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: purchase of 8 shares @ $13.15 ($101) by Ghodoosi Arash, filed 2026-09-02.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| Ghodoosi Arash — President, Principal Executive | 3 | 3 legs · 23 sh · $303 | — | — |
Recent Form 4 filings — Institutional Investment Strategy Fund
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-02 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 7.68 @ $13.15 | EDGAR |
| 2026-08-04 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 7.73 @ $13.07 | EDGAR |
| 2026-07-02 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 7.80 @ $12.95 | EDGAR |
| 2026-03-26 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 0.83 @ $12.09 | EDGAR |
| 2026-01-05 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 41.15 @ $12.15 | EDGAR |
| 2025-12-29 | 4 | Ghodoosi Arash — President, Principal Executive | Sale (S): 0.81 @ $12.30 | EDGAR |
| 2025-12-29 | 4 | Pauker Matthew — Principal Financial Officer, 10% owner | Sale (S): 269.08 @ $12.30 | EDGAR |
| 2025-12-02 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 41.02 @ $12.19 | EDGAR |
| 2025-11-05 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 41.05 @ $12.18 | EDGAR |
| 2025-10-03 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 41.63 @ $12.01 | EDGAR |
| 2025-09-03 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 42.59 @ $11.74 | EDGAR |
| 2025-08-07 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 8.59 @ $11.64 | EDGAR |
| 2025-07-29 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 8.56 @ $11.68 | EDGAR |
| 2025-07-22 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 8.66 @ $11.55 | EDGAR |
| 2025-07-15 | 4 | Potti Bharath — Director | Purchase (P): 1,858.44 @ $11.15 · Purchase (P): 1,620.00 @ $11.15 | EDGAR |
| 2025-07-15 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 8.68 @ $11.52 | EDGAR |
| 2025-07-10 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 8.71 @ $11.48 | EDGAR |
| 2025-07-01 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 8.73 @ $11.46 | EDGAR |
| 2025-06-24 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 0.89 @ $11.24 | EDGAR |
| 2025-05-06 | 4 | Pauker Matthew — Principal Financial Officer, 10% owner | Purchase (P): 13,378.83 @ $10.64 | EDGAR |
| 2025-04-30 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 1 @ $10.77 | EDGAR |
| 2024-09-11 | 4 | O'Neil Brian Stephen — Director | Purchase (P): 4,748.43 @ $10.53 | EDGAR |
| 2024-07-16 | 4 | Ghodoosi Arash — President, Principal Executive, 10% owner | Purchase (P): 19,708.26 @ $10.56 | EDGAR |
| 2024-06-11 | 4 | McElhoe Wenwen — Director, 10% owner | Purchase (P): 4,454.47 @ $10.29 | EDGAR |
| 2024-05-09 | 4 | O'Neil Brian Stephen — Director | Purchase (P): 4,916.42 @ $10.17 | EDGAR |
| 2024-05-03 | 4 | Pauker Matthew — Principal Financial Officer, 10% owner | Purchase (P): 1.51 @ $10.03 | EDGAR |
| 2024-04-22 | 4 | McElhoe Wenwen — Director | Purchase (P): 4,804.93 @ $10.01 | EDGAR |
| 2024-04-15 | 4 | Pauker Matthew | Purchase (P): 778.98 @ $10.20 · Purchase (P): 15,616.23 @ $10.20 · Purchase (P): 0.43 @ $10.17 · Purchase (P): 9.98 @ $10.17 | EDGAR |
| 2024-03-29 | 4 | McElhoe Wenwen — Director | Purchase (P): 33,179.76 @ $10.21 · Purchase (P): 28,903.04 @ $10.21 · Purchase (P): 21,811.95 @ $10.21 · Purchase (P): 4,113.61 @ $10.21 | EDGAR |
| 2024-03-21 | 4 | Ghodoosi Arash — President, Principal Executive | Purchase (P): 989.12 @ $10.11 · Purchase (P): 39,254.17 @ $10.19 | EDGAR |
| 2024-03-06 | 4 | McElhoe Wenwen — Director | Purchase (P): 25,000 @ $10 | EDGAR |
| 2024-03-06 | 4 | Pauker Matthew — Principal Financial Officer, 10% owner | Purchase (P): 120,000 @ $10 | EDGAR |
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