Daniel J Ivascyn
CIK 1201895 · last filed 2026-04-29
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
NRGX price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
650 NEWPORT CENTER DRIVE
NEWPORT BEACH, CA 92660
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| PDX | 2,198,038 | $20.15 | $44.29M | $592.4K | 1 | 2026-04-29 | |
| PAXS | 250,000 | $12.85 | $3.21M | $5.00M | 1 | 2022-02-01 | |
| PDI | 145,990 | $14.21 | $2.07M | $8.52M | 10 | 2021-12-15 | |
| PIMCO Dynamic Income Strategy Fund (NRGX) Delisted | 2,169,259 | $20.26 | $43.95M | $22.08M | 9 | 2021-06-24 | |
| PDO | 250,000 | $11.69 | $2.92M | $5.00M | 1 | 2021-01-28 | |
| PCM | 91,519 | $4.90 | $448.4K | $422.6K | 5 | 2017-02-14 | |
| PCI | 178,361 | $48.03 | $8.57M | $5.91M | 2 | 2017-02-14 | |
| RCS | 10,081 | $4.87 | $49.1K | $177.2K | 3 | 2017-02-14 |
Recent Filings · Page 3 of 6
52 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2020-08-13 | PIMCO Dynamic Income Strategy Fund (NRGX) Delisted | Buy (P) | +264,220 | $1.98M | EDGAR |
| 2020-08-10 | PIMCO Dynamic Income Strategy Fund (NRGX) Delisted | Buy (P) | +344,178 | $2.44M | EDGAR |
| 2020-05-05 | — | Buy (P) | +645,161 | $5.00M | |
| 2019-10-18 | PIMCO Dynamic Income Strategy Fund (NRGX) Delisted | Buy (P) | +14,482 | $233.4K | EDGAR |
| 2019-10-17 | PIMCO Dynamic Income Strategy Fund (NRGX) Delisted | Buy (P) | +182,250 | $2.95M | EDGAR |
| 2017-02-14 | PDI | Other (J) | −319,243 | $0 | EDGAR |
| 2017-02-14 | PCM | Other (J) | −91,519 | $0 | EDGAR |
| 2017-02-14 | PCI | Other (J) | −178,361 | $0 | EDGAR |
| 2017-02-14 | — | Other (J) | −54,567 | $0 | |
| 2017-02-14 | RCS | Other (J) | −10,081 | $0 | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.