Insider · SEC Form 4 filer

Alan Rappaport

Past buys: 2 of 4 beat

Companies

Where they file as an insider

Victory Capital (VCTR) Director Latest filing Oct 12, 2026
Pimco Dynamic Income Fund (PDI) Director Latest filing Sep 24, 2026
Pimco Dynamic Income Strategy Fund (PDX) Director Latest filing Jan 8, 2026
Pimco Municipal Income Fund II (PML) Director Latest filing Dec 8, 2025
Pimco Municipal Income Fund III (PMX) Director Latest filing Aug 1, 2025
Pimco Dynamic Income Opportunities Fund (PDO) Director Latest filing Nov 14, 2023
Pimco Access Income Fund (PAXS) Director Latest filing Nov 14, 2023

Track record

Did their buys beat the typical stock?

Open-market buys6
Quarters checked 6 months later4
Beat the typical stock 2 of 4
Quarters too new to check1

2 of 4 checked quarters beat the typical stock. A past record is data, not a forecast.

Pimco Dynamic Income Fund (PDI) Bought Sep 24, 2026 · $75.7K · 5,500 shares Too new Too new. Its 6-month check uses prices as of Mar 31, 2027.
Pimco Dynamic Income Strategy Fund (PDX) Bought Jan 8, 2026 · $37.9K · 2,000 shares Behind typical Mar 31, 2026 $22.06 → Sep 30, 2026 $20.30 · −8.0% (typical stock +1.7%)
Pimco Municipal Income Fund II (PML) Bought Dec 8, 2025 · $21.6K · 2,819 shares Behind typical Dec 31, 2025 $7.54 → Jun 30, 2026 $7.61 · +0.9% (typical stock +4.7%)
Pimco Access Income Fund (PAXS) Bought Nov 14, 2023 · $13.8K · 1,000 shares Beat typical Dec 31, 2023 $14.30 → Jun 30, 2024 $15.81 · +10.6% (typical stock −1.2%)
Pimco Dynamic Income Opportunities Fund (PDO) Bought Nov 14, 2023 · $29.1K · 2,500 shares Beat typical Dec 31, 2023 $12.24 → Jun 30, 2024 $13.29 · +8.6% (typical stock −1.2%)
Pimco Municipal Income Fund III (PMX) Bought Nov 14, 2023 · $28.2K · 4,000 shares Not counted Not counted. We have no fund price for this stock on both Dec 31, 2023 and Jun 30, 2024.

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