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Insider
Information: |
Okada Mark |
Relationship: |
CIO/ Portfolio Manager |
City: |
Dallas |
State: |
TX |
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Insider
Summary: |
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Companies Owned : |
4 |
|
Direct
Shares |
154,674 |
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Indirect Shares
|
22,037 |
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Direct
Value |
$567,259 |
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Indirect Value
|
$6,501 |
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Total
Shares |
176,711 |
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Total
Value |
$573,760 |
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
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Total
Filings :
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0
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0
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Stock
price went up :
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0
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0
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Stock
price went down : |
0
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0
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Gain/Loss Ratio : |
0.0
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0.0
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Percentage
Gain/Loss : |
0.0%
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0.0%
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Holdings
:
Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold |
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Highland Floating Rate Advantage... |
XLAZX |
CIO/ Portfolio Manager |
2008-12-31 |
41,479 |
2004-08-17 |
20,729 |
Premium* |
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Pioneer Floating Rate Trust |
PHD |
Officer of Investment ... |
2005-06-14 |
5,000 |
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0 |
Premium* |
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NexPoint Credit Strategies Fund |
NHF |
CIO/ Portfolio Manager... |
2008-12-31 |
104,187 |
2006-06-23 |
1,308 |
Premium* |
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Highland Floating Rate Fund |
XLFZX |
CIO/ Portfolio Manager |
2008-12-31 |
4,008 |
2008-12-31 |
0 |
Premium* |
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Records found :
10 |
Free Registration Required For Full Results. Limit: 25
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Download |
Page 1 of 1
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Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
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3m +/- |
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Form |
PHD |
Pioneer Floating Rate Tru... |
officerTitle |
|
2005-05-26 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,500 |
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- |
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NHF |
NexPoint Credit Strategie... |
EXECUTIVE VICE PRESIDENTOffice |
|
2006-06-23 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
1,308 |
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- |
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XLFZX |
Highland Floating Rate Fu... |
CIO/ Portfolio Manager |
|
2008-12-31 |
5 |
D |
$0.00 |
$0 |
D/D |
(0) |
4,008 |
0 |
- |
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NHF |
NexPoint Credit Strategie... |
CIO/ Portfolio Manager |
|
2008-12-31 |
5 |
A |
$0.00 |
$0 |
D/D |
0 |
104,187 |
0 |
- |
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XLAZX |
Highland Floating Rate Ad... |
CIO/ Portfolio Manager |
|
2008-12-31 |
5 |
D |
$0.00 |
$0 |
D/D |
(0) |
41,479 |
0 |
- |
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PHD |
Pioneer Floating Rate Tru... |
Officer of Investment Manager |
|
2005-06-14 |
4 |
B |
$17.20 |
$43,000 |
D/D |
2,500 |
5,000 |
2.44 |
- |
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NHF |
NexPoint Credit Strategie... |
Executive Vice President |
|
2008-01-28 |
4 |
B |
$12.85 |
$175,788 |
D/D |
13,680 |
34,394 |
2.74 |
- |
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NHF |
NexPoint Credit Strategie... |
Executive Vice President |
|
2007-08-20 |
4 |
B |
$17.96 |
$359,200 |
D/D |
20,000 |
21,309 |
2.74 |
- |
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XLAZX |
Highland Floating Rate Ad... |
Executive Vice President |
|
2004-08-17 |
4 |
B |
$12.06 |
$500,000 |
I/I |
41,459 |
20,730 |
1.99 |
- |
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NHF |
NexPoint Credit Strategie... |
Executive Vice President |
|
2008-07-18 |
4 |
A |
$13.93 |
$639,624 |
D/D |
45,917 |
81,525 |
0 |
- |
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10 Records found
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1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
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B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
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S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
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OE |
- Options Exercised |
A |
- Aquired |
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IO |
- Initital Ownership |
D |
- Disposed |
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