Sarah E Cogan

CIK 1761536 · last filed 2025-08-05

"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.

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Disclosed Exposure

$340.0K

Companies

21

Total Filings

33

Lifetime Open-Market Net

$315.9K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
PML Director 4,091 $7.46 $30.5K $20.4K 2 2025-08-05
PNI Director 6,847 $7.03 $48.1K $20.6K 3 2025-08-05
PIMCO MUNICIPAL INCOME FUND III (PMX) Delisted Director 2,567 $6.68 $17.2K $21.2K 2 2024-01-26
PIMCO NEW YORK MUNICIPAL INCOME FUND (PNF) Delisted Director 2,600 $6.80 $17.7K $20.0K 1 2024-01-26
PAXS Director 1,964 $14.09 $27.7K $30.3K 2 2024-01-26
AIO Director 1,000 $26.99 $27.0K $25.4K 1 2022-01-14
VGI Director 2,000 $7.43 $14.9K $22.2K 1 2022-01-14
ZTR Director 2,200 $6.80 $15.0K $21.1K 1 2022-01-14
PDI Director 846 $16.30 $13.8K $0 1 2021-12-15
PIMCO NEW YORK MUNICIPAL INCOME FUND III (PYN) Delisted Director 1,200 $5.15 $6.2K $10.5K 1 2020-06-12
PIMCO MUNICIPAL INCOME FUND (PMF) Delisted Director 1,000 $7.76 $7.8K $13.0K 1 2020-06-12
PCI Director 500 $49.97 $25.0K $12.7K 1 2020-01-10
PCM Director 1,000 $5.57 $5.6K $11.7K 1 2020-01-10
PFN Director 1,000 $6.81 $6.8K $10.8K 1 2020-01-10
PHK Director 1,500 $4.53 $6.8K $11.5K 1 2020-01-10
NCZpA Director 2,000 $20.38 $40.8K $10.1K 1 2019-08-23
NFJ Director 900 $15.18 $13.7K $11.0K 1 2019-08-23
NCVpA Director 1,800 $20.79 $37.4K $10.3K 1 2019-08-23
NIE Director 500 $26.58 $13.3K $10.9K 1 2019-08-23
ACV Director 500 $27.59 $13.8K $12.2K 1 2019-08-23
Virtus Convertible & Income 2024 Target Term Fund (CBH) Delisted Director 1,100 $9.19 $10.1K $10.2K 1 2019-08-23

Recent Filings · Page 2 of 4

33 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2024-01-26 PML Buy (P) +2,500 $20.4K EDGAR
2022-02-01 PAXS Buy (P) +1,000 $20.0K EDGAR
2022-01-14 AIO Buy (P) +1,000 $25.4K EDGAR
2022-01-14 VGI Buy (P) +2,000 $22.2K EDGAR
2022-01-14 ZTR Buy (P) +2,200 $21.1K EDGAR
2021-12-15 PDI Grant (A) +846 $0 EDGAR
2021-12-15 Disp (D) −538 $0
2021-12-14 Disp (D) −428 $0
2020-06-12 PIMCO NEW YORK MUNICIPAL INCOME FUND III (PYN) Delisted Buy (P) +1,200 $10.5K EDGAR
2020-06-12 PIMCO MUNICIPAL INCOME FUND (PMF) Delisted Buy (P) +1,000 $13.0K EDGAR
Showing 1120 of 33
Page 2 of 4
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.