Insider · CIK 0002014420
Bharath Potti
Files at IVYIX (Institutional Investment Strategy Fund). First filing Jul 15, 2025, latest Jul 15, 2025.
Bharath Potti files SEC Form 4 as director at IVYIX (Institutional Investment Strategy Fund). Since Jul 15, 2025, Bharath Potti has reported 1 open-market buy worth $39k and 0 open-market sells worth $0, the latest filed on Jul 15, 2025.
A track record needs three past buys with six months of prices behind them; Bharath Potti has 0, so none is measured yet.
The newest scored trade: bought $39k of IVYIX on Jun 2, 2025, filed Jul 15, 2025, scored 29 (weak).
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 29Weak | IVYIXbuy Institutional Investment Strategy Fund | $39k 3,478 shares | - | - |
Transactions
Every row this insider has filed, 2 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Jun 2, 2025 | IVYIX Institutional Investment Strategy Fund | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +1,858 | $11.15 | $21k | 1,858 | Jul 15, 2025 |
| Jun 2, 2025 | IVYIX Institutional Investment Strategy Fund | POpen-market purchase Institutional Investment Strategy - Founder Class Shares | +1,620 | $11.15 | $18k | 3,478 | Jul 15, 2025 |
Questions about Bharath Potti
Answered from the filings on this page, as of the latest one.
Is Bharath Potti buying or selling?
Not in the last 12 months. Bharath Potti's latest open-market trade on SEC Form 4 was bought $39k of IVYIX on Jun 2, 2025.
How did Bharath Potti's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Bharath Potti has 0.
Where does Bharath Potti file Form 4?
Bharath Potti has filed Form 4 at IVYIX (Institutional Investment 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.