4Filed Sep 1, 8:00 PM ET

XIVYX President Arash Ghodoosi Buys Shares

$XIVYX · Institutional Investment Strategy Fund

Research Summary

AI-generated summary of this SEC filing

Updated

XIVYX President Arash Ghodoosi Buys Shares

What Happened

  • Arash Ghodoosi, President and Principal Executive of Institutional Investment Strategy Fund (XIVYX), made a purchase on 2026-09-01, acquiring 7.681 shares at $13.15 per share for a total of about $101. This was recorded as a purchase (P), an open-market or private purchase type of transaction. Small purchases like this are factual insider buys but are modest in dollar size.

Key Details

  • Transaction date and price: 2026-09-01 — 7.681 shares at $13.15 per share.
  • Total value: approximately $101.
  • Transaction type: Purchase (P) — reported as an open-market or private purchase.
  • Shares owned after transaction: Not specified in the provided filing data.
  • Filing timeliness: Report filed 2026-09-02 for a 2026-09-01 transaction (filed promptly; not indicated as late).
  • No footnotes or special codes (10b5-1, tax withholding, gift, option exercise) were noted in the supplied details.

Context

  • Insider purchases can signal confidence, but this is a very small, routine purchase by the company’s president and should be weighed accordingly. There is no indication of an options exercise, gift, or other derivative transaction in this filing.