Herbert William Morgan bought $15k of PIIVX
director at Private Shares Fund. 372 shares at an average of $40.27, traded Sep 18, 2024, filed Sep 19, 2024.
Score components
- +15RoleDirector
- 0Trade size$15k at market
- +8Relative to holdingsFirst purchase: no shares before this trade
- +10Price context5% above the 52-week low
- 0ClusterNo other insider buying within 14 days
- 0Repeat buyingFirst buy in 90 days
- 0Track recordToo few past buys to judge (0 with prices)
What happened after comparable buys
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m +0.2%, 3m +5.8%, 6m +5.3%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0000945621-24-000762, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Sep 18, 2024 | POpen-market purchase Shares of Beneficial Interest | +372 | $40.27 | $15k | 372 | Sep 19, 2024 |
Related signals
Other insiders at Private Shares Fund and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 21Weak | PIIVXbuy Private Shares Fund | Herbert William Morgan director | $20k 412 shares | +49% | |
| 30Weak | PIIVXbuy Private Shares Fund | Mark Radcliffe director | $50k 1,061 shares | - | |
| 48Moderate | PIIVXbuy Private Shares Fund | Daniel Anthony Doyle director | $9.3M 465 shares | - |
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.