| 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 |
|---|---|---|---|---|---|---|---|---|---|
See Remarks | See Remarks | Portfolio Manager
7 companies
Ivascyn Daniel J serves as a See Remarks at PDX and has filed Form 4s across 7 companies. Across recent SEC filings that breaks down to 21 buys and 0 sells. Those positions are worth an estimated $62.2M at current prices.
Historically, Ivascyn Daniel J's trades have earned a middling insider score of 51/100 across 4 rated trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of +10.1%.
The biggest single holding is PDX (~$43.6M) as See Remarks. Net of sales, the recent Form 4 record there shows accumulation of 2,173,955 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 27, 2026 | PDX Pimco Dynamic Income Strategy Fund | See Remarks | Buy | 28,779 | $20.58 | $592,401.33 | +1.4% | +3.1% | - | |
| Jan 24, 2024 | See Remarks | Buy | 291,121 | $6.87 | $2,000,000.00 | +30.2% | - | - | ||
| Jan 31, 2022 | PAXS Pimco Access Income Fund | See Remarks | Buy | 250,000 | $20.00 | $5,000,000.00 | New | -11.8% | -12.8% | |
| Jun 23, 2021 | PDX Pimco Dynamic Income Strategy Fund | See Remarks | Buy | 500,000 | $12.60 | $6,297,900.00 | +31.5% | -9.2% | +5.7% | |
| Mar 10, 2021 | PDX Pimco Dynamic Income Strategy Fund | See Remarks | Buy | 51,570 | $10.65 | $549,009.06 | +3.4% | +18.5% | +37.5% | |
| Mar 4, 2021 | PDX Pimco Dynamic Income Strategy Fund | See Remarks | Buy | 287,154 | $10.38 | $2,980,658.52 | +23.0% | - | - | |
| Feb 8, 2021 | PDX Pimco Dynamic Income Strategy Fund | See Remarks | Buy | 500,000 | $9.29 | $4,644,900.00 | +66.6% | - | - | |
| Jan 27, 2021 | PDO Pimco Dynamic Income Opportunities Fund | See Remarks | Buy | 250,000 | $20.00 | $5,000,000.00 | New | - | - | |
| Oct 22, 2020 | PDX Pimco Dynamic Income Strategy Fund | See Remarks | Buy | 1,322 | $6.35 | $8,388.75 | +0.2% | - | - | |
| Aug 11, 2020 | PDX Pimco Dynamic Income Strategy Fund | See Remarks | Buy | 264,220 | $7.51 | $1,984,292.20 | +54.4% | - | - |