Insider · CIK 0001934340
Kathleen Ann McCartney
Files at PMFAX (PIMCO Flexible Municipal Income Fund), PDX (PIMCO Dynamic Income Strategy Fund). First filing Jul 26, 2024, latest Jul 9, 2025.
In brief
Kathleen Ann McCartney files SEC Form 4 as director at PMFAX (PIMCO Flexible Municipal Income Fund), and also at PDX (PIMCO Dynamic Income Strategy Fund). Since Jul 26, 2024, Kathleen Ann McCartney has reported 2 open-market buys worth $250k and 0 open-market sells worth $0, the latest filed on Jul 9, 2025.
A track record needs three past buys with six months of prices behind them; Kathleen Ann McCartney has 1, so none is measured yet.
The newest scored trade: bought $100k of PDX on Jul 7, 2025, filed Jul 9, 2025, scored 37 (weak).
Where the trades landed
Last year at the 2 companies this insider has traded most, with each buy and sell on the bar it happened.
PDX: PIMCO Dynamic Income Strategy Fund
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
PMFAX: PIMCO Flexible Municipal Income Fund
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 37Weak | PDXbuy PIMCO Dynamic Income Strategy Fund | $100k 4,032 shares | - | +26% from low-21% from high | |
| 34Weak | PMFAXbuy PIMCO Flexible Municipal Income Fund | $150k 14,437 shares | - | +16% from low-0% from high |
Transactions
Every row this insider has filed, 2 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Jul 7, 2025 | PDX PIMCO Dynamic Income Strategy Fund | POpen-market purchase COMMON STOCK | +4,032 | $24.78 | $100k | 4,032 | Jul 9, 2025 |
| Jul 24, 2024 | PMFAX PIMCO Flexible Municipal Income Fund | POpen-market purchase COMMON STOCK (Class A-3) | +14,437 | $10.39 | $150k | 14,437 | Jul 26, 2024 |
Questions about Kathleen Ann McCartney
Answered from the filings on this page, as of the latest one.
Is Kathleen Ann McCartney buying or selling?
Not in the last 12 months. Kathleen Ann McCartney's latest open-market trade on SEC Form 4 was bought $100k of PDX on Jul 7, 2025.
How did Kathleen Ann McCartney's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Kathleen Ann McCartney has 1.
Where does Kathleen Ann McCartney file Form 4?
Kathleen Ann McCartney has filed Form 4 at PMFAX (PIMCO Flexible Municipal Income Fund); PDX (PIMCO Dynamic Income Strategy Fund). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.