Insider · CIK 0001941600
Herbert William Morgan
Files at PIIVX (Private Shares Fund). First filing Sep 19, 2024, latest May 8, 2026.
In brief
Herbert William Morgan files SEC Form 4 as director at PIIVX (Private Shares Fund). Since Sep 19, 2024, Herbert William Morgan has reported 2 open-market buys worth $35k and 0 open-market sells worth $0, the latest filed on May 8, 2026.
A track record needs three past buys with six months of prices behind them; Herbert William Morgan has 0, so none is measured yet.
The newest scored trade: bought $20k of PIIVX on May 6, 2026, filed May 8, 2026, scored 21 (weak). In the last 12 months: 1 buy worth $20k and 0 sells worth $0.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
PIIVX: Private Shares 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 |
|---|---|---|---|---|---|
| 21Weak | PIIVXbuy Private Shares Fund | $20k 412 shares | +49% | +18% from low-3% from high | |
| 33Weak | PIIVXbuy Private Shares Fund | $15k 372 shares | - | +5% 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 |
|---|---|---|---|---|---|---|---|
| May 6, 2026 | PIIVX Private Shares Fund | POpen-market purchase Shares of Beneficial Interest | +412 | $48.60 | $20k | 1,249 | May 8, 2026 |
| Sep 18, 2024 | PIIVX Private Shares Fund | POpen-market purchase Shares of Beneficial Interest | +372 | $40.27 | $15k | 372 | Sep 19, 2024 |
Questions about Herbert William Morgan
Answered from the filings on this page, as of the latest one.
Is Herbert William Morgan buying or selling?
In the last 12 months Herbert William Morgan reported 1 open-market buy worth $20k and 0 open-market sells worth $0 on SEC Form 4; the latest was bought $20k of PIIVX on May 6, 2026. Grants, option exercises and tax withholding are not counted.
How did Herbert William Morgan's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Herbert William Morgan has 0.
Where does Herbert William Morgan file Form 4?
Herbert William Morgan has filed Form 4 at PIIVX (Private Shares 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.