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Buying and selling by quarter

Dollars bought and sold on the open market over the last two years.

$0$50.0K$100.0K$150.0KQ4 2024 · Bought: $6,270Q4 2024 · Sold: $0Q4 2024Q3 2025 · Bought: $116,588Q3 2025 · Sold: $0Q3 2025Q4 2025 · Bought: $15,956Q4 2025 · Sold: $0Q4 2025Q1 2026 · Bought: $17,943Q1 2026 · Sold: $0Q1 2026Q2 2026 · Bought: $20,224Q2 2026 · Sold: $0Q2 2026

Bought Sold

By trade date, using the shares and price reported for each trade. Stock grants, option exercises and shares withheld for tax are left out.

Roles

The companies where this person reports as an insider, and their position at each, most recent first.

Roles by company
NXG
NXG NextGen Infrastructure Income Fund
DirectorMay 12, 2026
SRV
NXG Cushing Midstream Energy Fund
DirectorFeb 9, 2026
FINS
Angel Oak Financial Strategies Income Term Trust
DirectorAug 14, 2025

Roles come from the filings themselves and can change over time.

Latest open-market trades

Purchases and sales at every company, most recent filing first.

Latest insider trades
How the stock has done since the trade date, measured against the S&P 500 over the same days. It describes the stock, not the trader's actual gain or loss.Filing
May 7, 2026NXG
NXG NextGen Infrastructure Income Fund
Buy346$58.45$20.2K-24.9%Form 4 ↗
Feb 6, 2026SRV
NXG Cushing Midstream Energy Fund
Buy240$41.63$9,991-22.3%Form 4 ↗
Feb 6, 2026NXG
NXG NextGen Infrastructure Income Fund
Buy155$51.30$7,952-20.2%Form 4 ↗
Dec 18, 2025SRV
NXG Cushing Midstream Energy Fund
Buy400$39.89$16.0K-17.9%Form 4 ↗
Aug 20, 2025NXG
NXG NextGen Infrastructure Income Fund
Buy375$44.92$16.8K-18.1%Form 4 ↗
Aug 12, 2025FINS
Angel Oak Financial Strategies Income Term Trust
Buy7,585$13.15$99.7K-28.7%Form 4 ↗
Nov 21, 2024SRV
NXG Cushing Midstream Energy Fund
Buy150$41.80$6,270-46.2%Form 4 ↗

Each row links to its Form 4. Since trade compares the stock’s move from the close on the trade date (or the next trading day) to its latest close with the S&P 500 over the same days, adjusted for splits and excluding dividends. It describes the stock, not what the trader made: we don’t know their purchase price, position size or later sales. A dash means the trade isn’t matched to a listed stock, or there is no closing price after it yet.

When several people report on the same filing, we list it under the first one named, so trades by someone usually listed second may be missing here. Information, not investment advice: see the disclaimer.