Potti Bharath
SEC insider (Form 3/4/5 filer). CIK 0002014420. Director at Institutional Investment Strategy Fund (XIVYX). 2 reported Form 4/5 transactions since Sep 2024; latest on Jun 2, 2025. Located in SAN FRANCISCO, CA.
Companies Potti Bharath has filed insider reports for
- Institutional Investment Strategy Fund (XIVYX): Director
Potti Bharath
CIK: 0002014420
Transaction Breakdown
Open Market Buys (P)2 (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)
XIVYX
Institutional Investment Strategy Fund
Director