| 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 |
|---|---|---|---|---|---|---|---|---|---|
10% Owner
1 company
First City Investment Group, LLC last filed a Form 4 in August 2024, as 10% Owner at MDV.
Historically, First City Investment Group, LLC's trades have earned a middling insider score of 65/100 across 6 rated trades. Over a 12-month horizon, 83.3% of those trades were profitable, with an average 12-month return of +4.4%.
At the last filing, the largest reported position was 530,135 shares of MDV. The MDV filings lean toward selling, a net 126,056 shares.
First City Investment Group, LLC has 4 Form 4 filings on record from February 2024 to August 2024, all as 10% Owner at Modiv Industrial (MDV), 2024.
The 8 reported transactions were 6 open-market sales, 1 open-market purchase and 1 conversion.
Counted by filing, the open-market trades come to 1 purchase worth about $75K and 2 sales worth about $2.0M.
The only open-market purchase was 5,000 shares of MDV at an average $14.94 on July 31, 2024, about $75K. Twelve months later MDV was down 4%.
The largest open-market sale was 123,809 shares of MDV at an average $14.80 on August 1, 2024, about $1.8M. Twelve months later MDV was down 3%.
Neither of the two sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from August 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 1, 2024 | MDV Modiv Industrial, Inc. | 10% Owner | Sell | 123,809 | $14.80 | $1,832,373.20 | -18.9% | +15.7% | -3.1% | |
| Jul 31, 2024 | MDV Modiv Industrial, Inc. | 10% Owner | Buy | 5,000 | $14.94 | $74,710.00 | +0.8% | +16.3% | -3.6% | |
| Mar 28, 2024 | MDV Modiv Industrial, Inc. | 10% Owner | Sell | 7,247 | $17.11 | $123,984.78 | -1.1% | -15.8% | -6.1% |