Transaction · 0002004397-26-000007

Ghodoosi Arash

Ghodoosi Arash, PRES, PE, reported an open-market or private purchase at Institutional Investment Strategy Fund involving 7.681000 shares for an estimated $101.01. Reported holdings after the transaction were 41639.230000 shares. A 10b5-1 reference was not detected in the stored filing text.

Open-market buySEC transaction code PPRES, PE
XIVYXInstitutional Investment Strategy Fund
Filing timeSep 02
Trade dateSep 01, 2026
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
Pre-filing
1mo ago1w ago1d ago
Returns since
7d30d90d180d1y

XIVYX price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
XIVYX since 2026-09-02Filed yesterday · 1 day of post-filing data
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
Buy
Code P
Identifier
0002004397-26-000007
Institutional Investment Strategy Fund - Founder Class Share
Transaction date
Sep 01, 2026
Filed Sep 02, 2026, 04:43 PM · 1d delay
Shares
8 sh
$1.31k per share
Estimated value
$10.1k
Computed from shares × price
Holdings after
41.6k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Direct Ownership
+22score
Filing-only score

+22

Compact filing score computed from stored Form 4 facts. Version v1.

Positive filing signal

This filing has a modest positive filing-only score. Treat it as a useful flag for review, not as a buy signal.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

President, Principal Executive

Officer YesDirector No10% NoOther No
Footnotes & amended

No footnotes recorded.

Original filing · 0002004397-26-000007
Related transactions

0 other filings

Same reporting owner
Recent company activity

0 recent txs

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