— · MA · CIK 925683
Invests in financial services companies for total return, capital appreciation, and income
Comparable business profile · signals at a glance
In the 90 days to Jan 26, 2026: 1 insider bought $10K.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jan 26, 2026 | Phelan Kenneth JDirector | Buy | 270 | $37.10 | $10K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.