| 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 |
|---|---|---|---|---|---|---|---|---|---|
Portfolio Manager
1 company
Lozovik Misha serves as a Portfolio Manager at BTX. Across recent SEC filings that breaks down to 23 buys and 0 sells. Those positions are worth an estimated $173K at current prices.
Historically, Lozovik Misha's trades have earned a below-average insider score of 20/100 across 3 rated trades. Over a 12-month horizon, 0.0% of those trades were profitable, with an average 12-month return of -40.9%.
The biggest single holding is BTX (~$173K) as Portfolio Manager. Net of sales, the recent Form 4 record there shows accumulation of 27,500 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 26, 2022 | BTX Blackrock Technology & Private Equity Term Trust | Portfolio Manager | Buy | 7,500 | $12.85 | $96,357.00 | +1.7% | -23.1% | -31.8% | |
| Dec 15, 2021 | BTX Blackrock Technology & Private Equity Term Trust | Portfolio Manager | Buy | 15,000 | $14.18 | $212,680.34 | +30.5% | -23.7% | -44.8% | |
| Dec 9, 2021 | BTX Blackrock Technology & Private Equity Term Trust | Portfolio Manager | Buy | 5,000 | $14.88 | $74,375.00 | New | -20.0% | -46.0% |