WAVEMAN · COMPANY

PFX · Phenixfin Corp

LIVE

TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV-1.12% 13F +693CRM-0.46% 13F +1,018CVNA+2.74% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+15.81% 13F +1,203CRWD-5.42% 13F +1,382ANET+2.87% 13F +1,323COIN-1.05% 13F +475

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PFX

Name: PhenixFIN Corp (PFX) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

PhenixFIN Corp

FUNDS & TRUSTS · REGISTERED INVESTMENT COMPANY · CIK 0001490349

C-SUITE BUYING · 1☆ WATCH

INSIDER NET · 180D

$2.1M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

13F, latest reported quarter

REVENUE GROWTH

XBRL, annual

NET MARGIN

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net +$2.1M over 180 days

+$2.1M of it by a 10%+ holder

more than 90% of Funds & Trusts

CONGRESS

no member of Congress has reported trading it

FUNDS

2 funds added or opened last quarter

the lowest in Funds & Trusts

REVENUE

no revenue reported in any filing

MARGIN

no margin: this company reports no revenue to divide by

BUYBACKS

$3.4M repurchased, FY to 2026-06-30

below 62% of Funds & Trusts

SHORT

<0.1% of shares outstanding short · 1.0 days to cover · settled 2026-07-31

the lowest in Funds & Trusts

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN -4.3%

-4.3%12M

INSIDER BUY

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders are net buyers of their own stock.

The record shows a net $2.1M bought by insiders over 180 days, 2 funds added last quarter. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

RCG ECAT BCAT ASA NMFC RWAY MEGI GF TPVG EMO CPZ GBDC

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, PhenixFIN Corp insiders bought a net $2.1M of stock across 129 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-04.

INSIDER

FILED

VALUE

Lorber David A

CHAIRMAN AND CEO

BUY

2026-06-03

3,183.0

$144.8K

Lorber David A

CHAIRMAN AND CEO

BUY

2026-06-03

800.0

$35.5K

Lorber David A

CHAIRMAN AND CEO

BUY

2026-06-02

2,473.0

$111.2K

Lorber David A

CHAIRMAN AND CEO

BUY

2026-06-01

1.0

$41

Lorber David A

CHAIRMAN AND CEO

BUY

2026-06-01

1,363.0

$60.5K

129 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 124 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

Adalta Capital Management LLC

176,569.0 sh

$7.5M

AMERICAN FINANCIAL GROUP INC

64,327.0 sh

$2.7M

MORGAN STANLEY

54,462.0 sh

$2.3M

Bulldog Investors, LLP

19,218.0 sh

$817.9K

Legal & General Group Plc

15,140.0 sh

$655.3K

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

FORM 144

No planned-sale notices

No insider has notified an intent to sell. This is the panel to watch after a run-up.

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

Fidelity Nasdaq Composite Index Fund

$35.8K POSITION · AS OF 2026-02-28

0.0%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Executive pay vs shareholder return · David A. Lorber

DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself

CEO TOTAL

ACTUALLY PAID

OTHER NEOs AVG

TSR

PEER TSR

2023

$1.9M

$890.0K

+113%

+77%

2022

$1.2M

$614.9K

+96%

+31%

2021

$774.2K

$472.3K

+141%

+54%

TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2025-09	2024-09	2023-09	2022-09
NET INCOME	$4.2M	$18.6M	$26.9M	$-6.1M
EPS (DILUTED)	2.06	9.13	12.87	-2.63
OPERATING CASH FLOW	$-67.3M	$16.1M	$-20.7M	$-29.3M
CASH	$7.3M	$67.6M	$6.0M	$22.8M
BUYBACKS	$800.7K	$2.4M	$1.1M	$17.0M
DIVIDENDS PAID	$2.9M	$2.6M	—	$265.8K

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-04 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE