PFX PhenixFIN Corp Insider Trading

CEO Lorber acquires 8,656 shares of PFX for $389,605.17 in 6 tranches; holdings rise 3.5% to 253,854 shares.

David A Lorber, Chairman and CEO of PhenixFIN Corp, executed 6 separate purchases totaling 8,656 shares for $389,605.17 between June 1–3, 2026, at a blended average price of $45.01, increasing his stake from 245,198 to 253,854 shares. The purchases occurred during a period of stock strength: the 30-day change is +14.3% and the stock trades at $45.50, near the upper end of its 52-week range ($38.30–$53.59). His prior trades at PFX show mixed outcomes, with 1 of 5 prior buys meeting the well-timed threshold at 90 days, though his most recent PFX purchase on 2026-05-12 returned +12.6% at the 90-day mark. His cross-ticker track record shows 20 prior buys with an average 90d return of -6.3% and a 10.00% win rate, providing limited evidence of consistent timing accuracy. At current valuations (P/E 22.09, market cap $87,933,300.00), this accumulation represents a continued position build but warrants tracking against his broader execution pattern.

CEO Lorber buys 42,065 shares of PFX at $39.95; stock down 26.3% from 52-week high, 5 prior PFX buys all underwater at 90-day mark.

Lorber David A, Chairman and CEO, purchased 42,065 shares at $39.95 on 2026-05-12 for $1,680,496.75, increasing his stake to 245,198 shares. This marks the sixth open-market purchase at PhenixFIN in recent months, but the pattern is concerning: all five prior trades at PFX show negative 90-day returns ranging from -4.4% to -13.1%, with none achieving gains after purchase. The stock is currently down 26.3% from its 52-week high of $53.59 and has declined 4.8% in the past 30 days and 7.7% over 90 days. Rather than signaling conviction in a turnaround, this repeated accumulation into weakness at PFX—combined with zero successful 90-day outcomes across the insider's same-ticker history—suggests a pattern of purchasing without favorable subsequent price action.

Director Amster Howard purchases 11,500 PFX shares at $42.56; stock down 22.7% from 52-week high; holdings up 4.9%

Amster Howard, a director of PhenixFIN Corp, purchased 11,500 shares at $42.56 on 2026-03-03, increasing his holdings to 248,248 shares. The purchase occurs while the stock trades at $42.05, down 22.7% from its 52-week high of $54.38. Across his prior purchases at this ticker, his track record is mixed: of 5 prior PFX transactions, only 2 have been well-timed on a 90-day basis, with returns ranging from -4.2% to +3.9%. The company is currently unprofitable, reporting net income of $-4,770,176.00, which contextualizes the stock's discount to its recent highs. This buy adds to his cumulative position but does not definitively signal conviction given the company's negative earnings and his mixed timing history at this ticker.

PFX CFO McMillan Ellida bought 156 shares ($7.1K) at $45.31 avg; prior PFX trades 1-of-4 well-timed at 90d mark

McMillan Ellida, CFO of PhenixFIN Corp, executed two separate purchases totaling 156 shares for $7,068.98 on 2025-12-22 and 2025-12-23, expanding holdings to 3,428 shares (+4.8% vs pre-transaction). The dollar amount remains modest relative to stated market cap of $90,645,373.60. Examination of his prior trading history at PFX reveals a weak pattern: across 5 prior distinct trades, only 1 of 4 measurable buys achieved a positive 90-day return, with outcomes ranging from +2.4% to -11.7%. His cross-ticker track record shows an average 90-day return of -1.0% on 11 prior buys with a 50% win rate. The company's fundamental position is strained: net income stands at $-1,497,463.00 with a P/E ratio of 59.62. The current price at $45.31 represents a 16.7% decline from the 52-week high and sits near the recent uptrend (+6.8% over 30 days), yet the insider's own historical accuracy at this ticker offers limited conviction signal.

CEO Lorber buys 1,705 shares across 3 days at $45.66 avg; stock down 4.9% in 90 days, he's 0-for-2 on timing at this ticker.

David A Lorber, Chairman and CEO of PhenixFIN Corp, executed 3 separate purchases totaling 1,705 shares for $77,844.07 on consecutive trading days (Dec 22–24, 2025) at a blended average price of $45.66. The current price of $45.31 is -16.7% from the 52-week high and reflects a -4.9% decline over the past 90 days. Notably, Lorber's prior trades at PFX show poor timing outcomes: his September 2025 buys resulted in -11.1% and -11.2% declines at the 90-day mark, with 0 of 2 prior measurable trades showing gains. His cross-ticker track record across 20 prior buys shows a 29.41% 90-day win rate with -3.4% average 90-day return, indicating a pattern of imprecise entry timing. The company carries a negative net income of $-1,497,463.00, an elevated P/E of 59.62, and a market cap of $90,645,373.60 — metrics that offer limited fundamental support for conviction in the purchase.

CFO McMillan Ellida buys 37 PFX shares at $44.00; stock +7.5% in 30d but prior buys at PFX show mixed 90d results (1 of 4 well-timed).

CFO McMillan Ellida purchased 37 shares of PhenixFIN Corp at $44.00 on 2025-12-17, a modest acquisition increasing holdings by 1.1% to 3,272 shares and valued at $1,628.00. The stock has appreciated 7.5% over the prior 30 days and currently trades at $45.84, suggesting recent positive momentum. However, his five prior buys at PFX show uneven outcomes: only 1 of 4 measurable trades achieved a positive 90-day return (the 2025-06-23 purchase returned +0.2%), while the other three generated losses ranging from -9.5% to -11.7%. His cross-ticker track record of 10 prior buys produced a 55.56% win rate at the 90-day horizon with an average return of -0.5%, indicating limited predictive edge in timing entries. The company's fundamentals present headwinds: net income is -$1,497,463.00 (negative earnings), the P/E ratio of 60.32 reflects elevated valuation despite unprofitability, and the market cap of $91,705,670.40 suggests a smaller-cap name subject to volatility.

PFX CEO Lorber buys 1,146 shares for $51,191.02 across 3 days; stock flat YTD after prior September losses.

CEO David A. Lorber made 3 separate purchases totaling 1,146 shares for $51,191.02 at prices ranging from $44.33 to $44.74 between December 15–17, 2025. This represents a 0.8% increase to his 144.9K-share position. The timing follows a material decline in his prior activity at PhenixFIN: his 5 previous open-market purchases at PFX (September and June 2025) showed only 1 trade with a positive 90-day outcome; the three most recent September buys each declined 9–11% over 90 days. Current fundamentals remain challenged—the company reports a net loss of $-1,497,463.00 with a P/E of 58.87 and market cap of $89.5M—while the stock trades at $44.74, representing a 17.7% decline from its 52-week high of $54.38. The filing lacks any indication of material non-public information or scheduled trading plan mechanics, leaving the motivation for this purchase opaque against the backdrop of PFX's recent losses and the insider's mixed track record at this ticker.

CFO McMillan Ellida bought 248 PFX shares at $47.75 (Sept 23); mixed prior timing at this ticker, stock down 1.8% in 30 days.

McMillan Ellida, PhenixFIN's CFO, purchased 248 shares at $47.75 on 2025-09-23, increasing holdings to 3,235 shares (+8.3% vs. pre-transaction holdings). At the current price of $48.10, the stock is trading near the purchase price and remains 11.6% below its 52-week high of $54.38. Among his 5 prior trades at PFX, the timing record is mixed: 2 of 4 measurable buys had positive 90-day outcomes, while 2 had significant declines (–9.5% and –9.9%). The company reports net income of $-1,497,463.00 and trades at a P/E of 6.04, indicating the stock reflects current earnings stress. The purchase is modest in absolute size and does not constitute a substantial shift in the insider's conviction trajectory relative to his frequent prior activity at this ticker.

Director Robinson Lowell W buys 130 shares at $48.15 avg; stock down 11.4% from 52-week high amid -$1.5M net income.

Director Robinson Lowell W executed 2 purchases totaling 130 shares for $6,259.18 on September 16–17, 2025, at a blended average price of $48.15, raising his holdings from 2,870 to 3,000 shares (+4.5%). The purchases occurred while PhenixFIN stock trades at $48.20, down 11.4% from its 52-week high of $54.38 and off 2.7% over 30 days. The company reported net income of -$1,497,463.00, indicating operating losses that weigh on fundamental support. Robinson's cross-ticker track record shows 16 prior buys with a 100.00% 90-day win rate and an average 90-day return of +1.3%, but this represents broad market experience; his prior 5 trades at PFX (all buys on September 5, 9–12) have no measurable 90-day outcomes yet, offering no precedent for timing accuracy at this ticker. The sale of only 130 shares against depressed fundamentals and recent price weakness reflects a modest accumulation stance rather than a material conviction signal.

Director Robinson Lowell W bought 262 shares at $48.07 blended average; 5 prior PFX purchases in 10 days signal sustained accumulation.

Robinson Lowell W, a director at PhenixFIN, executed 2 separate purchases totaling 262 shares for $12,593.10 on 2025-09-11 and 2025-09-12, expanding holdings by 10.0% to 2,870 shares. This filing reflects part of a broader buying pattern: he has completed 5 distinct open-market purchases at PFX over 10 trading days (2025-08-20 through 2025-09-12), indicating sustained interest in accumulating shares at current levels near $48. His cross-ticker track record shows 14 prior buys with a 100.00% 90-day win rate and an average 90-day return of 1.3%, though outcomes on these recent same-ticker purchases are not yet measurable. The company trades at a P/E of 6.02 against a negative net income of $-1.5M and a market cap of $96.1M, presenting a distressed-valuation backdrop to these purchases.