Investment Advice · DE · CIK 1549966
Provides financial advisory and family office services to ultra-high net worth individuals and institutional investors
Comparable business profile · signals at a glance
In the 90 days to Dec 1, 2025: 1 insider bought $299K.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Dec 1, 2025 | Gray John AllenManaging Director | Buy | 1,285 | $13.85 | $18K |
| Nov 28, 2025 | Gray John AllenManaging Director | Buy | 5,500 | $13.83 | $76K |
| Nov 26, 2025 | Gray John AllenManaging Director | Buy | 15,000 | $13.66 | $205K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.