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 | $20.24 | $44.49M | $592.4K | 1 | 2026-04-29 | |
| PAXS | 250,000 | $12.87 | $3.22M | $5.00M | 1 | 2022-02-01 | |
| PDI | 145,990 | $14.20 | $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 | $11.71 | $2.93M | $5.00M | 1 | 2021-01-28 | |
| PCM | 91,519 | $4.92 | $449.8K | $422.6K | 5 | 2017-02-14 | |
| PCI | 178,361 | $48.03 | $8.57M | $5.91M | 2 | 2017-02-14 | |
| RCS | 10,081 | $4.86 | $49.0K | $177.2K | 3 | 2017-02-14 |
Recent Filings · Page 5 of 6
52 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2012-04-17 | — | Buy (P) | +2,700 | $70.4K | |
| 2011-08-10 | PCM | Buy (P) | +7,000 | $71.2K | EDGAR |
| 2010-05-21 | PCM | Buy (P) | +8,532 | $76.6K | EDGAR |
| 2009-10-20 | — | Buy (P) | +21,483 | $441.6K | |
| 2009-10-20 | — | Buy (P) | +21,483 | $441.6K | |
| 2009-10-19 | — | Buy (P) | +21,483 | $441.6K | |
| 2009-09-09 | — | Buy (P) | +12,534 | $259.1K | |
| 2008-12-31 | PCM | Buy (P) | +200 | $1.9K | EDGAR |
| 2008-12-31 | RCS | Buy (P) | +1,300 | $11.7K | EDGAR |
| 2008-03-24 | PCM | Buy (P) | +28,100 | $272.9K | 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.