Insider · SEC Form 4 filer

Sarah Cogan

Past buys: 3 of 3 beat

Companies

Where they file as an insider

Pimco Municipal Income Fund (PMF) Director Latest filing Aug 1, 2025
Pimco New York Municipal Income Fund (PNF) Director Latest filing Aug 1, 2025
Pimco Municipal Income Fund II (PML) Director Latest filing Aug 1, 2025
Pimco New York Municipal Income Fund II (PNI) Director Latest filing Aug 1, 2025
Pimco New York Municipal Income Fund III (PYN) Director Latest filing Aug 1, 2025
Pimco Municipal Income Fund III (PMX) Director Latest filing Aug 1, 2025
Pimco Access Income Fund (PAXS) Director Latest filing Jan 24, 2024

Track record

Did their buys beat the typical stock?

Open-market buys5
Quarters checked 6 months later3
Beat the typical stock 3 of 3
Quarters too new to check0

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

Pimco Access Income Fund (PAXS) Bought Jan 24, 2024 · $10.3K · 700 shares Beat typical Mar 31, 2024 $15.73 → Sep 30, 2024 $16.63 · +5.7% (typical stock +3.2%)
Pimco Municipal Income Fund II (PML) Bought Jan 24, 2024 · $20.4K · 2,500 shares Beat typical Mar 31, 2024 $8.50 → Sep 30, 2024 $9.39 · +10.5% (typical stock +3.2%)
Pimco Municipal Income Fund III (PMX) Bought Jan 24, 2024 · $9.98K · 1,400 shares Not counted Not counted. We have no fund price for this stock on both Mar 31, 2024 and Sep 30, 2024.
Pimco New York Municipal Income Fund (PNF) Bought Jan 24, 2024 · $20K · 2,600 shares Not counted Not counted. We have no fund price for this stock on both Mar 31, 2024 and Sep 30, 2024.
Pimco New York Municipal Income Fund II (PNI) Bought Jan 24, 2024 · $10.3K · 1,400 shares Beat typical Mar 31, 2024 $7.42 → Sep 30, 2024 $7.89 · +6.3% (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