PAUKER MATTHEW (Treas & Principal Fin. Officer) purchased 9.0% of their position (13.38K shares) of INSTITUTIONAL INVESTMENT STRATEGY FUND on the open market
Open‑market purchase worth $142.4K — a moderate purchase. The strongest form of insider conviction signal.
P · 1 purchase
Filed: 5/6/2025ACC: 0001976685-25-000013
Officer10% Owner· Treas & Principal Fin. Officer
Since Dec 2023
+13.38K
Net shares
Net buyer
$142.4K
Total acquired
1
Open market trades
1B · 0S
1
Total transactions
13.38K acquired
Non-Derivative Transactions1
Institutional Investment Strategy - Founder Class Shares
Direct
Shares
+13.38K
Price / share
$10.64
Trade value
$142.35K
% of position
9.0%
4/14/2025
148.65K→162.03K
Total
Net shares
+13.38K
Net value
$142.35K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Institutional Investment Strategy - Founder Class Shares Direct | 4/14/2025 | P · Purchase | +13.38K | $10.64 | $142.35K | 9.0% | 148.65K | 162.03K |
| Total | +13.38K | $142.35K | ||||||
Derivative Transactions0
No derivative transactions reported