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O'Neil Brian Stephen

SEC insider (Form 3/4/5 filer). CIK 0002014737. Director at Institutional Investment Strategy Fund (XIVYX). 1 reported Form 4/5 transaction since Sep 2024; latest on Sep 10, 2024. Located in SAN FRANCISCO, CA.

Companies O'Neil Brian Stephen has filed insider reports for

  • Institutional Investment Strategy Fund (XIVYX): Director
O'Neil Brian Stephen profile photo

O'Neil Brian Stephen

CIK: 0002014737

Transaction Breakdown

Open Market Buys (P)1 (100.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)0 (0.0%)

Compensation grants

Other (G, F, J, C, D, …)0 (0.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

Institutional Investment Strategy Fund logo
XIVYX

Institutional Investment Strategy Fund

Director

Discretionary Trading P&L

Holdings

Transaction History (1 total)

  • Institutional Investment Strategy Fund logo
    XIVYX

    Institutional Investment Strategy Fund

    Sep 10, 2024
    Purchase
    Direct
    4.7K shares at avg. $10.53$50K

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