🕵️ Institutional Investment Strategy Fund ($XIVYX)

SEC insider & ownership activity, last 12 months · CIK 1976685 · every row links its SEC filing

Over the last 12 months insiders sold $3K against $3K of open-market buying. Pauker Matthew sold $3K in discretionary trades (Dec). No red-flag 8-Ks in the window.

Aug 2025: net +$110 Sep 2025: net +$500 Oct 2025: net +$503 Nov 2025: net +$500 Dec 2025: net -$3K Jan 2026: net +$0 Mar 2026: net +$0 Mar 2026: net +$0 Apr 2026: net +$0 May 2026: net +$0 Jun 2026: net +$0 Jul 2026: net +$201
Monthly net open-market insider flow, last 12 months (up = net buying)

Insider flow

1 buyer, $3K (13 lots) · 2 sellers, $3K (2 lots)

InsiderBuysBoughtSellsSoldLast
Pauker Matthew0 1$3KDec 23, 2025
Ghodoosi Arash13$3K 1$10Jul 13, 2026

5%+ holders

No current 5%+ beneficial-ownership positions on file.

Planned insider sales (Form 144)

No sale notices filed in the last 12 months.

Material events (8-K)

No 8-K filings in the last 12 months.