| 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 |
|---|---|---|---|---|---|---|---|---|---|
SVP Investments & Asset Mngmt | See Remarks
2 companies
Matthew Goetz last filed a Form 4 in May 2023, as SVP Investments & Asset Mngmt at NXRT. The filings on record cover 2 companies. Matthew Goetz's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
At the last filing, the largest reported position was 94,176 shares of NXRT. Net of sales, the NXRT filings show accumulation of 7,143 shares.
Matthew Goetz has 57 Form 4 filings on record from March 2015 to May 2023, across 3 companies: SVP Investments & Asset Mngmt at NexPoint Residential Trust (NXRT), 2015–2023; NexPoint Real Estate Finance (NREF), 2020–2023; Nexpoint Diversified Real Estate Trust (NXDT), 2023.
The 96 reported transactions were 29 option exercises, 27 open-market purchases, 18 tax withholdings and 14 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 21 purchases worth about $2.1M and no sales.
The largest open-market purchase was 29,643 shares of NREF at an average $18.85 on February 27, 2020, about $559K.
Shares as reported in the last Form 4 for each company; the most recent is from May 2023. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 7, 2022 | NREF Nexpoint Real Estate Finance, Inc. | See Remarks | Buy | 5,000 | $15.55 | $77,729.00 | +8.0% | +6.8% | -1.1% | |
| Sep 17, 2020 | NREF Nexpoint Real Estate Finance, Inc. | See Remarks | Buy | 1,000 | $13.74 | $13,740.00 | +2.8% | - | - | |
| Mar 26, 2020 | NREF Nexpoint Real Estate Finance, Inc. | See Remarks | Buy | 2,500 | $7.02 | $17,550.00 | +7.5% | - | - | |
| Mar 11, 2020 | NREF Nexpoint Real Estate Finance, Inc. | See Remarks | Buy | 6,042 | $16.39 | $99,028.38 | +23.0% | - | - | |
| Mar 11, 2020 | NXRT Nexpoint Residential Trust, Inc. | See Remarks | Buy | 2,416 | $40.94 | $98,911.04 | +4.0% | - | - | |
| Mar 2, 2020 | NREF Nexpoint Real Estate Finance, Inc. | See Remarks | Buy | 13,500 | $18.61 | $251,280.08 | +25.9% | - | - | |
| Feb 27, 2020 | NREF Nexpoint Real Estate Finance, Inc. | See Remarks | Buy | 29,643 | $18.85 | $558,740.20 | +131.4% | - | - | |
| Feb 25, 2020 | NREF Nexpoint Real Estate Finance, Inc. | See Remarks | Buy | 20,073 | $18.99 | $381,092.33 | +808.1% | - | - | |
| Feb 20, 2020 | NREF Nexpoint Real Estate Finance, Inc. | See Remarks | Buy | 2,484 | $18.97 | $47,128.44 | New | - | - | |
| Feb 11, 2020 | NREF Nexpoint Real Estate Finance, Inc. | See Remarks | Buy | 26,315 | $19.00 | $499,985.00 | New | - | - |