Transaction · 0002004397-26-000001

Ghodoosi Arash

Ghodoosi Arash, PRES, PE, reported an open-market or private purchase at Institutional Investment Strategy Fund involving 41.152000 shares for an estimated $500.00. Reported holdings after the transaction were 41608.887000 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 timeJan 05
Trade dateJan 02, 2025
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 2026-01-05Filed 241 days ago · 30 days of pre-filing context shaded
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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
0002004397-26-000001
Institutional Investment Strategy - Founder Class Shares
Transaction date
Jan 02, 2025
Filed Jan 05, 2026, 05:39 PM · 368d delay
Shares
41 sh
$1.21k per share
Estimated value
$50.0k
Computed from shares × price
Holdings after
41.6k sh
Direct

Filing warnings

Notes recorded with this filing
1 warning
delayed filingThe filing was reported 368 calendar days after the transaction date.

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Delayed Filing Direct Ownership
+12score
Filing-only score

+12

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 · 0002004397-26-000001
Related transactions

0 other filings

Same reporting owner
Recent company activity

0 recent txs

XIVYX