| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Sub-adviser Inv Comm Member
1 company
Gordon Andrew David serves as a Sub-adviser Inv Comm Member at XFLT. Across recent SEC filings that breaks down to 2 buys and 0 sells. Those positions are worth an estimated $82K at current prices.
The biggest single holding is XFLT (~$82K) as Sub-adviser Inv Comm Member. Net of sales, the recent Form 4 record there shows accumulation of 4,272 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|
| Mar 20, 2020 | XFLT Xai Octagon Floating Rate & Alternative Income Trust | Sub-adviser Inv Comm Member | Buy | 4,272 | $4.67 | $19,956.84 | +192.3% |