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XIVYXInstitutional Investment Strategy Fund

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Values marked — are missing or out of date.

Cluster

No cluster in the last 90 days under the default rule (14d · ≥2 insiders · all roles).

Form 4 historysince 2024-03-06

InsiderTradedFiledTypeSharesPriceValueOwned after10b5-1 planFiling
Ghodoosi ArashPresident, Principal ExecutiveOct 1Oct 5P7.65$13.20Purchase +$10141,646.88NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveSep 1Sep 2P7.68$13.15Purchase +$10141,639.23NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveAug 3Aug 4P7.73$13.07Purchase +$10141,631.55NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJul 13Jul 17P7.72$12.96Purchase +$1002,026.33NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJul 1Jul 2P7.8$12.95Purchase +$10141,623.82NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveMar 23Mar 26P0.83$12.09Purchase +$1041,608.06NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveFeb 13Feb 18P0.41$12.16Purchase +$52,018.62NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJan 2, 2025Jan 5P41.15$12.15Purchase +$50041,608.89NoForm 4
Pauker MatthewPrincipal Financial OfficerDec 23, 2025Dec 29, 2025S269.08$12.30Sale −$3,310161,755.86NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveDec 23, 2025Dec 29, 2025S0.81$12.30Sale −$1041,104.87NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveDec 22, 2025Dec 23, 2025P0.25$12.24Purchase +$31,995.68NoForm 4
Ghodoosi ArashPrincipal Financial OfficerDec 3, 2025Dec 4, 2025P2$12.20Purchase +$241,995.43NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveDec 1, 2025Dec 2, 2025P41.02$12.19Purchase +$50041,105.68NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveNov 3, 2025Nov 5, 2025P41.05$12.18Purchase +$50041,064.67NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveOct 27, 2025Oct 29, 2025P0.25$12.14Purchase +$31,995.27NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveOct 1, 2025Oct 3, 2025P41.63$12.01Purchase +$50041,023.61NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveSep 2, 2025Sep 3, 2025P42.59$11.74Purchase +$50040,981.98NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveAug 4, 2025Aug 7, 2025P8.59$11.64Purchase +$10040,939.39NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveAug 1, 2025Aug 5, 2025P0.87$11.56Purchase +$101,995.02NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJul 28, 2025Jul 29, 2025P8.56$11.68Purchase +$10040,930.8NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJul 21, 2025Jul 22, 2025P8.66$11.55Purchase +$10040,922.24NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJul 14, 2025Jul 15, 2025P8.68$11.52Purchase +$10040,913.58NoForm 4
Potti BharathJun 2, 2025Jul 15, 2025P1,858.44$11.15Purchase +$20,7221,858.44NoForm 4
Potti BharathJun 2, 2025Jul 15, 2025P1,620$11.15Purchase +$18,0633,478.44NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJul 7, 2025Jul 10, 2025P8.71$11.48Purchase +$10040,904.9NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJul 1, 2025Jul 3, 2025P0.44$11.45Purchase +$51,994.16NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJun 30, 2025Jul 3, 2025P0.09$11.45Purchase +$11,993.72NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJun 30, 2025Jul 1, 2025P8.73$11.46Purchase +$10040,896.19NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJun 23, 2025Jun 24, 2025P0.89$11.24Purchase +$1062,904.33NoForm 4
Pauker MatthewPrincipal Financial OfficerApr 14, 2025May 6, 2025P13,378.83$10.64Purchase +$142,351162,025.67NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveApr 28, 2025Apr 30, 2025P1$10.77Purchase +$1140,887.38NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveMar 13, 2025Mar 18, 2025P511.15$10.76Purchase +$5,500511.15NoForm 4
O'Neil Brian StephenSep 10, 2024Sep 11, 2024P4,748.43$10.53Purchase +$50,0019,664.85NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveJul 16, 2024Jul 16, 2024P19,708.26$10.56Purchase +$208,11959,951.55NoForm 4
McElhoe WenwenJun 7, 2024Jun 11, 2024P4,454.47$10.29Purchase +$45,837182,653.71NoForm 4
O'Neil Brian StephenMay 8, 2024May 9, 2024P4,916.42$10.17Purchase +$50,0004,916.42NoForm 4
Pauker MatthewPrincipal Financial OfficerApr 30, 2024May 3, 2024P1.52$10.03Purchase +$15146,407.12NoForm 4
McElhoe WenwenApr 18, 2024Apr 22, 2024P4,804.93$10.01Purchase +$48,097178,199.17NoForm 4
Pauker MatthewApr 8, 2024Apr 15, 2024P0.43$10.17Purchase +$4146,395.63NoForm 4
Pauker MatthewApr 8, 2024Apr 15, 2024P9.98$10.17Purchase +$102146,405.61NoForm 4
Pauker MatthewApr 1, 2024Apr 15, 2024P778.98$10.20Purchase +$7,946130,778.98NoForm 4
Pauker MatthewApr 1, 2024Apr 15, 2024P15,616.23$10.20Purchase +$159,286146,395.2NoForm 4
McElhoe WenwenMar 27, 2024Mar 29, 2024P33,179.76$10.21Purchase +$338,76558,179.76NoForm 4
McElhoe WenwenMar 27, 2024Mar 29, 2024P28,903.04$10.21Purchase +$295,10087,082.8NoForm 4
McElhoe WenwenMar 27, 2024Mar 29, 2024P21,811.95$10.21Purchase +$222,700108,894.74NoForm 4
McElhoe WenwenMar 27, 2024Mar 29, 2024P4,113.61$10.21Purchase +$42,000113,008.36NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveMar 20, 2024Mar 21, 2024P39,254.17$10.19Purchase +$400,00040,243.29NoForm 4
Ghodoosi ArashPresident, Principal ExecutiveMar 19, 2024Mar 21, 2024P989.12$10.11Purchase +$10,000989.12NoForm 4
Pauker MatthewPrincipal Financial OfficerMar 6, 2024Mar 6, 2024P120,000$10.00Purchase +$1,200,000130,000NoForm 4
McElhoe WenwenMar 5, 2024Mar 6, 2024P25,000$10.00Purchase +$250,00025,000NoForm 4