McElhoe Wenwen — SEC Form 4 filings
SEC reporting owner CIK 2004722. 4 Form 4 filings on record with FilingPulse; latest filed 2024-06-11.
Transaction summary — filings shown
Covers all 4 filings on record, filed 2024-03-06 to 2024-06-11. 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 — 122,268 shares, $1,242,499 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: purchase of 33,180 shares @ $10.21 ($338,765) in Institutional Investment Strategy Fund, filed 2024-03-29.
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) | Director, 10% owner | 4 | 7 legs · 122,268 sh · $1,242,499 | — | — |
Form 4 filings — McElhoe Wenwen
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2024-06-11 | 4 | Institutional Investment Strategy Fund (XIVYX) | Purchase (P): 4,454.47 @ $10.29 | EDGAR |
| 2024-04-22 | 4 | Institutional Investment Strategy Fund (XIVYX) | Purchase (P): 4,804.93 @ $10.01 | EDGAR |
| 2024-03-29 | 4 | Institutional Investment Strategy Fund (XIVYX) | Purchase (P): 33,179.76 @ $10.21 · Purchase (P): 28,903.04 @ $10.21 · Purchase (P): 21,811.95 @ $10.21 · Purchase (P): 4,113.61 @ $10.21 | EDGAR |
| 2024-03-06 | 4 | Institutional Investment Strategy Fund (XIVYX) | Purchase (P): 25,000 @ $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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