Ortelius Advisors, L.P.

CIK 1804502 · last filed 2022-06-01

Ortelius Advisors, L.P. is a corporate insider who has filed 2 SEC Form 4 insider transactions across 2 companies since 2021. The most recent filing shows the insider sold $104.0M of TREC on Jun 1, 2022. Across all open-market trades the lifetime net is −$76.5M, making them a net seller over the disclosed history. The firm reports its address in New York, NY. 12 SEC filings were submitted jointly with Peter DeSorcy.

"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.

Disclosed Exposure

$0

Companies

2

Total Filings

2

Lifetime Open-Market Net

-$76.53M

Filer Profile

Reported Address

450 PARK AVENUE, SUITE 2700
NEW YORK, NY 10022

Phone

(917) 595-5010

State of Incorporation

Related Filers

Peter DeSorcy — 12 joint filings, latest 2023-12-22

Pangaea Ventures, L.P. — 12 joint filings, latest 2023-12-22

Hudson Investors, Ltd. — 3 joint filings, latest 2023-03-31

Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

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
TRECORA RESOURCES (TREC) Delisted		200	$9.81	$2.0K	-$103.98M	1	2022-06-01
SONIDA SENIOR LIVING, INC. (CSU) Delisted	10%+ Owner	582,478	$33.54	$19.54M	$27.45M	1	2021-11-05

Recent Filings

2 filings

Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.

Filed	Symbol	Action	Net Shares	Net $	Link
2022-06-01	TRECORA RESOURCES (TREC) Delisted	Sell (S)	−10,697,932	-$103.98M	EDGAR
2021-11-05	SONIDA SENIOR LIVING, INC. (CSU) Delisted	Buy (P)	+915,165	$27.45M	EDGAR

Form 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.
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.