Pauker Matthew — SEC Form 4 filings
SEC reporting owner CIK 2004328. 5 Form 4 filings on record with FilingPulse; latest filed 2025-12-29.
Transaction summary — filings shown
Covers all 5 filings on record, filed 2024-03-06 to 2025-12-29. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 7 legs across 4 filings — 149,786 shares, $1,509,703 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 1 leg across 1 filing — 269 shares, $3,310 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: purchase of 120,000 shares @ $10.00 ($1,200,000) in Institutional Investment Strategy Fund, filed 2024-03-06.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Institutional Investment Strategy Fund (XIVYX) | Principal Financial Officer, 10% owner | 5 | 7 legs · 149,786 sh · $1,509,703 | 1 leg · 269 sh · $3,310 | — |
Form 4 filings — Pauker Matthew
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2025-12-29 | 4 | Institutional Investment Strategy Fund (XIVYX) | Sale (S): 269.08 @ $12.30 | EDGAR |
| 2025-05-06 | 4 | Institutional Investment Strategy Fund (XIVYX) | Purchase (P): 13,378.83 @ $10.64 | EDGAR |
| 2024-05-03 | 4 | Institutional Investment Strategy Fund (XIVYX) | Purchase (P): 1.51 @ $10.03 | EDGAR |
| 2024-04-15 | 4 | Institutional Investment Strategy Fund (XIVYX) | Purchase (P): 778.98 @ $10.20 · Purchase (P): 15,616.23 @ $10.20 · Purchase (P): 0.43 @ $10.17 · Purchase (P): 9.98 @ $10.17 | EDGAR |
| 2024-03-06 | 4 | Institutional Investment Strategy Fund (XIVYX) | Purchase (P): 120,000 @ $10 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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