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Insider Information:   Goetz Matthew
Relationship:   Officer
City:   Dallas
State:   TX
   
Insider Summary:
  
   
Companies Owned :   3    
Direct Shares   184,056    

Indirect Shares

  79,802      
Direct Value   $4,881,283    

Indirect Value

  $1,301,617      
Total Shares   263,858      
Total Value   $6,182,900      


Nexpoint Residential Trust Inc
 $3,622,951 Nexpoint Real Estate Finance, Inc.
 $1,254,537 NexPoint Credit Strategies Fund
 $3,795 Nexpoint Residential Trust Inc
 $3,622,951 Nexpoint Real Estate Finance, Inc.
 $1,254,537 NexPoint Credit Strategies Fund
 $3,795
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    16   
    0    

     Stock price went up :

    5   
    0    
     Stock price went down :
    11   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
   0.1%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Nexpoint Residential Trust Inc NXRT SVP Investments & Asse... 2023-05-11 94,176 2023-05-11 9,119    Premium*  
            Nexpoint Real Estate Finance, Inc. NREF See Remarks 2023-05-08 89,164 2021-06-24 65,700    Premium*  
            NexPoint Credit Strategies Fund NHF Officer 2022-08-02 716 2022-08-02 4,983    Premium*  
* Premium Members only  

Records found :    79         Free Registration Required For Full Results.    Limit: 25

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  Page 2 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
NXRT Nexpoint Residential Trus... SVP Investments & Asset Mngmt   •       •      –    2023-02-17 4 OE $0.00 $0 D/D 768 90,442 0 -
NXRT Nexpoint Residential Trus... SVP Investments & Asset Mngmt   •       •      –    2023-02-18 4 OE $0.00 $0 D/D 1,026 91,233 0 -
NXRT Nexpoint Residential Trus... SVP Investments & Asset Mngmt   •       •      –    2023-02-20 4 OE $0.00 $0 D/D 841 91,751 0 -
NREF Nexpoint Real Estate Fina... See Remarks   •       •      –    2023-02-21 4 OE $0.00 $0 D/D 10,939 78,446 0 -
NXRT Nexpoint Residential Trus... SVP Investments & Asset Mngmt   •       •      –    2023-02-21 4 OE $0.00 $0 D/D 3,136 94,616 0 -
NREF Nexpoint Real Estate Fina... See Remarks   •       •      –    2023-02-22 4 OE $0.00 $0 D/D 8,993 84,048 0 -
NREF Nexpoint Real Estate Fina... See Remarks   •       •      –    2023-05-08 4 OE $0.00 $0 D/D 11,922 93,313 0 -
NXRT Nexpoint Residential Trus... SVP Investments & Asset Mngmt   •       •      –    2023-05-11 4 OE $0.00 $0 D/D 584 94,333 0 -
NREF Nexpoint Real Estate Fina... See Remarks   •       –      –    2020-03-26 4 B $7.02 $17,550 D/D 2,500 36,052 2.74 %
NREF Nexpoint Real Estate Fina... See Remarks   •       –      –    2020-03-19 4 A $7.95 $9,535 D/D 1,195 33,552 0 -
NXRT Nexpoint Residential Trus... See Remarks   •       –      –    2015-10-15 4 B $12.96 $4,925 D/D 380 4,515 2.66 -
NXRT Nexpoint Residential Trus... See Remarks   •       –      –    2015-11-20 4 B $13.04 $4,955 D/D 380 4,895 2.66 -
NXRT Nexpoint Residential Trus... See Remarks   •       –      –    2015-07-02 4 B $13.35 $3,978 D/D 298 3,735 2.66 -
NXRT Nexpoint Residential Trus... See Remarks   •       –      –    2015-06-29 4 B $13.39 $3,883 D/D 290 3,437 2.66 -
NREF Nexpoint Real Estate Fina... See Remarks   •       •      –    2023-05-08 4 D $13.48 $55,929 D/D (4,149) 89,164 0 -
NXRT Nexpoint Residential Trus... See Remarks   •       –      –    2015-04-02 4 B $13.50 $9,990 D/D 740 1,448 2.74 -
NREF Nexpoint Real Estate Fina... See Remarks   •       –      –    2020-09-17 4 B $13.74 $13,740 D/D 1,000 36,552 2.74 %
NXRT Nexpoint Residential Trus... See Remarks   •       –      –    2015-06-26 4 B $13.79 $3,999 D/D 290 3,147 2.66 -
NXRT Nexpoint Residential Trus... See Remarks   •       –      –    2015-04-13 4 B $13.85 $9,972 D/D 720 2,168 2.74 -
NXRT Nexpoint Residential Trus... See Remarks   •       –      –    2015-06-24 4 B $14.30 $4,991 D/D 349 2,857 2.66 -
NXRT Nexpoint Residential Trus... See Remarks   •       –      –    2015-08-13 4 B $14.43 $5,772 D/D 400 4,135 2.74 -
NXRT Nexpoint Residential Trus... See Remarks   •       –      –    2015-06-05 4 B $14.69 $4,995 D/D 340 2,508 2.66 -
NREF Nexpoint Real Estate Fina... See Remarks   •       •      –    2022-10-06 4 B $14.85 $1,485 D/D 100 62,607 2.66 %
NREF Nexpoint Real Estate Fina... See Remarks   •       •      –    2022-10-07 4 B $15.56 $76,244 D/D 4,900 67,507 2.74 %
NREF Nexpoint Real Estate Fina... See Remarks   •       –      –    2020-03-11 4 B $16.39 $99,028 D/D 6,042 32,357 2.74 %

  79  Records found
  1   2  3   4      
  Page 2 of 4  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed