Potti Bharath's Form 4 filing
Institutional Investment Strategy Fund · filed Jul 15, 2025
- Accession no.
- 0002014420-25-000001
- Filed
- Jul 15, 2025
- Trade date
- Jun 2, 2025
- Filing delay
- 43 daysLate
- Rule 10b5-1 plan
- Not checked
This filing lists 2 non-derivative transactions. Open-market purchases total $38.8K. It was filed 43 days after the trade, past the 2-business-day deadline.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Potti BharathCIK 0002014420 | Director |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jun 2, 2025 | Institutional Investment Strategy - Founder Class Shares | PPurchaseAcquired | +1,858.44 | $11.15 | +$20,721.61 | 1,858.44 | Direct | |
| Jun 2, 2025 | Institutional Investment Strategy - Founder Class Shares | PPurchaseAcquired | +1,620 | $11.15 | +$18,063 | 3,478.44 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
No transaction price on this filing refers to a footnote.