Arash Ghodoosi - 23 Mar 2026 Form 4 Insider Report for Institutional Investment Strategy Fund

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
26 Mar 2026, 15:15:48 UTC
Prior SEC filing
18 Feb 2026
Next SEC filing
02 Jul 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Arash Ghodoosi

Key filing fact

Arash Ghodoosi filed Form 4 for Institutional Investment Strategy Fund on 26 Mar 2026.

Key facts

  • This page summarizes Arash Ghodoosi's Form 4 filing for Institutional Investment Strategy Fund.
  • 1 reported transaction and 0 derivative rows are listed below.
  • Accepted by SEC: 26 Mar 2026, 15:15.

Change

  • Previous filing in this sequence was filed on 18 Feb 2026.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0002004397 Primary reporting owner

Ghodoosi Arash

Relationship
President, Principal Executive
Address
2261 MARKET STREET, #5190, SAN FRANCISCO
Signature
Arash Ghodoosi
Signature date
26 Mar 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

No ticker transaction

Institutional Investment Strategy - Founder Class Shares

Purchase

Transaction value
Shares
-1
Change %
-0%
Price
$12.09*
Shares after
41,608
Date
23 Mar 2026
Ownership
Direct
* marks a reported price that did not pass the local price check.
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