Insider · SEC Form 4 filer

David Lorber

Past buys: 3 of 7 beat

Companies

Where they file as an insider

PhenixFIN (PFX) Chairman and CEO, Director, 10% owner Latest filing Jun 3, 2026

Track record

Did their buys beat the typical stock?

Open-market buys38
Quarters checked 6 months later7
Beat the typical stock 3 of 7
Quarters too new to check1

3 of 7 checked quarters beat the typical stock. A past record is data, not a forecast.

PhenixFIN (PFX) Bought May 12–Jun 3, 2026 · $2.07M · 50,721 shares Too new Too new. Its 6-month check uses prices as of Dec 31, 2026.
PhenixFIN (PFX) Bought Dec 15–24, 2025 · $129K · 2,851 shares Behind typical Dec 31, 2025 $44.18 → Jun 30, 2026 $42.56 · −3.7% (typical stock +4.7%)
PhenixFIN (PFX) Bought Sep 3–5, 2025 · $29K · 600 shares Behind typical Sep 30, 2025 $47.62 → Mar 31, 2026 $39.06 · −18.0% (typical stock −3.4%)
PhenixFIN (PFX) Bought Jun 16–18, 2025 · $48.4K · 1,000 shares Behind typical Jun 30, 2025 $50.65 → Dec 31, 2025 $44.18 · −12.8% (typical stock +2.1%)
PhenixFIN (PFX) Bought Feb 19–Mar 5, 2025 · $179K · 3,380 shares Behind typical Mar 31, 2025 $53.00 → Sep 30, 2025 $47.62 · −10.1% (typical stock +7.3%)
PhenixFIN (PFX) Bought Dec 18, 2024 · $618K · 12,871 shares Beat typical Dec 31, 2024 $50.62 → Jun 30, 2025 $50.65 · +0.1% (typical stock −3.4%)
PhenixFIN (PFX) Bought Jun 12–20, 2024 · $88.3K · 1,939 shares Beat typical Jun 30, 2024 $46.77 → Dec 31, 2024 $50.62 · +8.2% (typical stock +3.9%)
PhenixFIN (PFX) Bought Feb 23–Mar 1, 2024 · $1M · 22,282 shares Beat typical Mar 31, 2024 $44.06 → Sep 30, 2024 $47.54 · +7.9% (typical stock +3.2%)

Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.

Past results. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist