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Alpha stage software — under active development. Data may be incomplete or change without notice.

FolioFact
FolioFact
Q2 2026 58/68 funds filed
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Some record dates are in the future and are excluded from the latest observation date.

Cross-fund insider trades

Insider Activity

Recent SEC Form 4/5 transactions — officers, directors, and 10% owners trading stocks the tracked funds hold. Newest first. Buy / Sell are open-market trades; the rest are grants, tax-withholding, and exercises.

Date Stock Insider Type Shares Price Value
PBI Wolf Kurt James President & CEO · indirect Sell −13,500 $16.83 $227.2K
PBI Wolf Kurt James President & CEO · indirect Sell −136,500 $16.83 $2.3M
PBI Wolf Kurt James President & CEO · indirect Sell −5,027 $16.92 $85.0K
PBI Wolf Kurt James President & CEO · indirect Sell −50,834 $16.92 $859.9K
PBI Wolf Kurt James President & CEO · indirect Sell −28,465 $17.10 $486.9K
PBI Wolf Kurt James President & CEO · indirect Sell −287,815 $17.10 $4.9M
PBI Wolf Kurt James President & CEO · indirect Sell −517 $18.96 $9.8K
PBI Wolf Kurt James President & CEO · indirect Sell −38,223 $18.22 $696.3K
PBI Wolf Kurt James President & CEO · indirect Sell −5,223 $18.96 $99.0K
PBI Wolf Kurt James President & CEO · indirect Sell −386,480 $18.22 $7.0M
PBI Wolf Kurt James President & CEO · indirect Sell −19,033 $17.53 $333.6K
PBI Wolf Kurt James President & CEO · indirect Sell −192,450 $17.53 $3.4M
PBI Wolf Kurt James President & CEO · indirect Other −500,000 $17.53 $8.8M
PBI Wolf Kurt James President & CEO Other +478,475 $17.53 $8.4M
PBI Wolf Kurt James President & CEO · indirect Sell −37,194 $18.11 $673.4K

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