• Info
  • Insider Trading

Insider Transactions Reported by 6 Insiders of Institutional Investment Strategy Fund

Location
San Francisco, CA

There are no Buy or Sell transactions made by insiders since 12 Mar 2025

Institutional Investment Strategy Fund executives and other stock owners filed with the SEC include:

Name Relationship Holdings Value Past Year Net Change Change % Report Date
Arash Ghodoosi President, Principal Executive 13 Feb 2026
Bharath Potti Director 02 Jun 2025
Brian Stephen O'Neil Director 10 Sep 2024
Wenwen McElhoe Director, 10%+ Owner 07 Jun 2024
Matthew Pauker Principal Financial Officer, 10%+ Owner 23 Dec 2025
Ross M. Weiner Director 01 Mar 2024

Recent Insider Transactions by Companies or Individuals for Institutional Investment Strategy Fund

Insider Symbol Class Transaction % Value $ * Price $ Shares Shares Owned Date Ownership
Arash Ghodoosi Institutional Investment Strategy Fund - Investor Class Shar Purchase 0.02% 0.41 2,019 13 Feb 2026 Direct
Matthew Pauker Institutional Investment Strategy - Founder Class Shares Sale -0.17% -269 161,756 23 Dec 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Sale -0.81 41,105 23 Dec 2025 Direct
Arash Ghodoosi Institutional Investment Strategy Fund - Investor Class Shar Purchase 0.01% 0.25 1,996 22 Dec 2025 Direct
Arash Ghodoosi Institutional Investment Strategy Fund - Investor Class Shar Purchase 0.1% 2 1,995 03 Dec 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.1% 41.02 41,106 01 Dec 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.1% 41.05 41,065 03 Nov 2025 Direct
Arash Ghodoosi Institutional Investment Strategy Fund - Investor Class Shar Purchase 0.01% 0.25 1,995 27 Oct 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.1% 41.63 41,024 01 Oct 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.1% 42.59 40,982 02 Sep 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.02% 8.59 40,939 04 Aug 2025 Direct
Arash Ghodoosi Institutional Investment Strategy Fund - Investor Class Shar Purchase 0.04% 0.87 1,995 01 Aug 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.02% 8.56 40,931 28 Jul 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.02% 8.66 40,922 21 Jul 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.02% 8.68 40,914 14 Jul 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.02% 8.71 40,905 07 Jul 2025 Direct
Arash Ghodoosi Institutional Investment Strategy Fund - Investor Class Shar Purchase 0.02% 0.44 1,994 01 Jul 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.09 1,994 30 Jun 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.02% 8.73 40,896 30 Jun 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.89 62,904 23 Jun 2025 Direct
Bharath Potti Institutional Investment Strategy - Founder Class Shares Purchase 3,478 3,478 02 Jun 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase -1 40,887 28 Apr 2025 Direct
Matthew Pauker Institutional Investment Strategy - Founder Class Shares Purchase 9% 13,379 162,026 14 Apr 2025 Direct
Arash Ghodoosi Institutional Investment Strategy Fund - Investor Class Shar Purchase 511 511 13 Mar 2025 Direct
Arash Ghodoosi Institutional Investment Strategy - Founder Class Shares Purchase 0.1% 41.15 41,609 02 Jan 2025 Direct
Brian Stephen O'Neil Institutional Investment Strategy Fund Purchase 96.6% 4,748 9,665 10 Sep 2024 Direct
Arash Ghodoosi Institutional Investment Strategy Fund Purchase 49% 19,708 59,952 16 Jul 2024 Direct
Wenwen McElhoe Institutional Investment Strategy Fund Purchase 2.5% 4,454 182,654 07 Jun 2024 Direct
Brian Stephen O'Neil Institutional Investment Strategy Fund Purchase 4,916 4,916 08 May 2024 Direct
Matthew Pauker Institutional Investment Strategy Fund Purchase 1.52 146,407 30 Apr 2024 Direct
Wenwen McElhoe Institutional Investment Strategy Fund Purchase 2.77% 4,805 178,199 18 Apr 2024 Direct
Matthew Pauker Institutional Investment Strategy Fund Purchase 0.01% 10.41 146,406 08 Apr 2024 Direct
Matthew Pauker Institutional Investment Strategy Fund Purchase 12.6% 16,395 146,395 01 Apr 2024 Direct
Wenwen McElhoe Institutional Investment Strategy Fund Purchase 94.2% 54,829 113,008 27 Mar 2024 By Trust
Wenwen McElhoe Institutional Investment Strategy Fund Purchase 132.7% 33,180 58,180 27 Mar 2024 Direct
Arash Ghodoosi Institutional Investment Strategy Fund Purchase 3968.6% 39,254 40,243 20 Mar 2024 Direct
Arash Ghodoosi Institutional Investment Strategy Fund Purchase 989 989 19 Mar 2024 Direct
Matthew Pauker Institutional Investment Strategy Fund Purchase 1200% 120,000 130,000 06 Mar 2024 Direct
Wenwen McElhoe Institutional Investment Strategy Fund Purchase 25,000 25,000 05 Mar 2024 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.