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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 −2,150 $17.43 $37.5K
PBI Wolf Kurt James President & CEO · indirect Sell −21,737 $17.43 $378.9K
PBI Wolf Kurt James President & CEO · indirect Sell −2,283 $17.43 $39.8K
PBI Wolf Kurt James President & CEO · indirect Sell −23,088 $17.43 $402.4K
PBI Wolf Kurt James President & CEO · indirect Sell −13,500 $17.31 $233.7K
PBI Wolf Kurt James President & CEO · indirect Sell −136,500 $17.31 $2.4M
PBI Wolf Kurt James President & CEO · indirect Sell −36 $17.42 $627
PBI Wolf Kurt James President & CEO · indirect Sell −361 $17.42 $6.3K
PBI Wolf Kurt James President & CEO · indirect Sell −173 $17.42 $3.0K
PBI Wolf Kurt James President & CEO · indirect Sell −1,747 $17.42 $30.4K
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
PBI Wolf Kurt James President & CEO · indirect Sell −376,072 $18.11 $6.8M
PBI Wolf Kurt James President & CEO · indirect Sell −19,033 $17.53 $333.6K

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