Insider · CIK 0002004328
Matthew Pauker
Files at IVYIX (Institutional Investment Strategy Fund). First filing May 6, 2025, latest Dec 29, 2025.
In brief
Matthew Pauker files SEC Form 4 as officer and 10% owner at IVYIX (Institutional Investment Strategy Fund). Since May 6, 2025, Matthew Pauker has reported 1 open-market buy worth $142k and 1 open-market sell worth $3,310, the latest filed on Dec 29, 2025.
A track record needs three past buys with six months of prices behind them; Matthew Pauker has 0, so none is measured yet.
The newest scored trade: sold $3,310 of IVYIX on Dec 23, 2025, filed Dec 29, 2025, scored 23 (weak). In the last 12 months: 0 buys worth $0 and 1 sell worth $3,310.
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 23Weak | Institutional Investment Strategy Fund | $3,310 269 shares | -0% | - | |
| 37Weak | Institutional Investment Strategy Fund | $142k 13,379 shares | +9% | - |
Transactions
Every row this insider has filed, 2 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Dec 23, 2025 | IVYIX Institutional Investment Strategy Fund | SOpen-market sale Institutional Investment Strategy - Founder Class Shares | -269 | $12.30 | $3,310 | 161,756 | Dec 29, 2025 |
| Apr 14, 2025 | IVYIX Institutional Investment Strategy Fund | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +13,379 | $10.64 | $142k | 162,026 | May 6, 2025 |
Questions about Matthew Pauker
Answered from the filings on this page, as of the latest one.
Is Matthew Pauker buying or selling?
In the last 12 months Matthew Pauker reported 0 open-market buys worth $0 and 1 open-market sell worth $3,310 on SEC Form 4; the latest was sold $3,310 of IVYIX on Dec 23, 2025. Grants, option exercises and tax withholding are not counted.
How did Matthew Pauker's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Matthew Pauker has 0.
Where does Matthew Pauker file Form 4?
Matthew Pauker has filed Form 4 at IVYIX (Institutional Investment Strategy Fund) as Principal Financial Officer. 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.