Transaction · 0002004397-26-000008

Ghodoosi Arash

Ghodoosi Arash, PRES, PE, reported an open-market or private purchase at Institutional Investment Strategy Fund involving 7.652000 shares for an estimated $101.01. Reported holdings after the transaction were 41646.882000 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 timeOct 05
Trade dateOct 01, 2026
Filing · SECView on SEC
InsiderProfile
% of reported position traded0.02%Shares purchased ÷ (holdings after − shares purchased). Estimated position before: 41,639.23 shares.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

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 2026-10-05Filed yesterday · 1 day of post-filing data
Loading…
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
0002004397-26-000008
Institutional Investment Strategy Fund - Founder Class Share
Transaction date
Oct 01, 2026
Filed Oct 05, 2026, 08:20 PM · 4d delay
Shares
8 sh
$13.20 per share
Estimated value
$101
Computed from shares × price
Holdings after
41.6k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Direct Ownership
+18score
Filing-only score

+18

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 · 0002004397-26-000008
Related transactions

0 other filings

Same reporting owner
Recent company activity

0 recent txs

XIVYX