Nancy Yao
CIK 1662969 · last filed 2026-10-19
"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.
IFN 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
1900 MARKET STREET, SUITE 200
PHILADELPHIA, PA 19103
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| ASGI | Director | 1,333 | $19.25 | $25.7K | $17.6K | 2 | 2026-10-19 |
| MFM | Director | 2,812 | $5.17 | $14.5K | $0 | 1 | 2026-07-14 |
| AWP | Director | 1,167 | $10.02 | $11.7K | $15.6K | 5 | 2025-08-18 |
| AOD | Director | 1,200 | $9.99 | $12.0K | $9.7K | 3 | 2025-06-11 |
| ACP | Director | 2,333 | $4.13 | $9.6K | $17.1K | 4 | 2025-06-11 |
| abrdn National Municipal Income Fund (VFL) Delisted | Director | 1,500 | $10.31 | $15.5K | $15.6K | 2 | 2025-06-11 |
| AEF | Director | 2,000 | $8.29 | $16.6K | $11.9K | 4 | 2025-06-11 |
| IFN | Director | 1,741 | $10.29 | $17.9K | $22.3K | 4 | 2024-05-16 |
| AGD | Director | 1,000 | $11.05 | $11.1K | $9.4K | 2 | 2020-03-04 |
Recent Filings · Page 2 of 3
28 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-05-16 | IFN | Exer (X) | +435 | $0 | EDGAR |
| 2021-06-21 | ACP | Exer (X) | +333 | $0 | EDGAR |
| 2020-10-02 | ASGI | Buy (P) | +1,000 | $17.6K | EDGAR |
| 2020-03-12 | ACP | Buy (P) | +100 | $1.0K | EDGAR |
| 2020-03-12 | AWP | Buy (P) | +200 | $1.2K | EDGAR |
| 2020-03-04 | AWP | Buy (P) | +300 | $1.8K | EDGAR |
| 2020-03-04 | AGD | Buy (P) | +500 | $4.6K | EDGAR |
| 2020-03-04 | AOD | Buy (P) | +500 | $3.9K | EDGAR |
| 2020-02-04 | ACP | Buy (P) | +900 | $10.4K | EDGAR |
| 2018-10-24 | AOD | Buy (P) | +500 | $4.1K | 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.