Insider Trading History of O'neil Brian Stephen

The following table details the insider trading activities (stock purchases, stock sales, and stock option exercises) of O'neil Brian Stephen since 2024. This trader's CIK number is 2014737. At the time of last reporting, O'neil Brian Stephen was the Director of Institutional Investment Strategy Fund. (stock ticker symbol XIVYX). Also see all insider trading activities at Institutional Investment Strategy Fund.


Yearly summary of insider trading at Institutional Investment Strategy Fund (XIVYX) by O'neil Brian Stephen

Insider Buying Insider Sales Option Exercises
Year Symbol Shares Value Shares Value Shares Value
2024 XIVYX 9,664 $99,991 0 $0 0 $0


Insider trading of Institutional Investment Strategy Fund (XIVYX) by O'neil Brian Stephen

Trade Date Symbol Trade Type Shares Price ($) Value ($)
2024-09-10 XIVYX Buy 4,748 10.53 49,996
2024-05-08 XIVYX Buy 4,916 10.17 49,995

Insider trading activities including stock purchases, stock sales, and option exercises listed in the above table cannot be completely guaranteed as to their accuracy. For more information regarding the trades made by O'neil Brian Stephen (Director of Institutional Investment Strategy Fund at the time of this reporting) see the Securities and Exchange Commission (SEC) website.



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