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XHFIX Hartford Schroders Private Opportunities Fund Insider Trading

8 filings analyzed · Latest 2025-10-01
Insider buys
8
Insider sells
0
Unique insiders
6
Direction
Net buying
October 2025
2025-10-01
low
3,873 shares
$50,000
@ $12.91
Significance 4/10

Director Robin C. Beery purchased 3,873 shares of Hartford Schroders Private Opportunities Fund (XHFIX) at $12.91 for $50,000.43 on 2025-10-01.

Director Robin C. Beery initiated a position in Hartford Schroders Private Opportunities Fund (XHFIX) via a discretionary purchase of 3,873 shares (3.9K shares) at $12.91 for a total value of $50,000.43 ($50.0K), moving from zero holdings to full ownership of 3,873 shares. This represents a first-time investment in the fund by this director and should be disclosed for transparency, though without comparative context on the director's total wealth, portfolio composition, or prior fund transactions, the materiality to overall insider positioning remains unclear.

August 2025
2025-08-01
medium
119,904 shares
$1,499,999
@ $12.51
Significance 6/10

Hartford Funds Management Co LLC (10% owner) bought 119,904 shares of XHFIX at $12.51 on 2025-08-01 for $1.5M, raising stakes to 1,328,525 shares amid cluster buying activity.

Hartford Funds Management Co LLC, a 10% holder, purchased 119,904 shares at $12.51, increasing its position by 9.9% to 1,328,525 shares post-transaction. The $1.5M buy occurred within a cluster window where 2 other insiders also bought in the past 14 days, suggesting coordinated shareholder confidence in the fund. However, the insider's same-ticker history shows 3 prior purchases at XHFIX with outcomes not yet measurable, limiting the ability to assess whether prior buys proved prescient. This transaction reflects ongoing accumulation by a significant stakeholder during an active insider-buying period.

2025-08-01
medium
7,994 shares
$100,005
@ $12.51
Significance 6/10

Vogelhut buys 7,994 shares of XHFIX at $12.51; 2 other insiders also bought in past 14 days

Vogelhut Ethan Sinclair Diamond purchased 7,994 shares of Hartford Schroders Private Opportunities Fund (XHFIX) at $12.51 for a total value of $100,004.94, establishing an 8.0K share position from zero prior holdings. This transaction is part of a cluster pattern: 2 other insiders also bought XHFIX within the past 14 days, suggesting contemporaneous insider interest in the fund. Concurrent purchasing activity across multiple insiders may indicate internal confidence in valuation or fund strategy, though absent additional context on motivations or fund fundamentals, the pattern itself warrants investor attention as a data point on insider positioning.

2025-08-01
medium
119,904 shares
$1,499,999
@ $12.51
Significance 6/10

10% Owner Schroder US Holdings Inc. buys 119,904 shares of XHFIX for $1,499,999.04 amid cluster buy pattern

Schroder US Holdings Inc., a 10% owner, purchased 119,904 shares at $12.51 on 2025-08-01, increasing holdings to 1,328,824 shares (+9.9% vs pre-transaction holdings). This buy occurs within a 14-day cluster pattern where 2 other insiders also purchased shares, suggesting aligned appetite for the fund at current valuations. The insider's cross-ticker track record shows 3 prior buys, though same-ticker history at XHFIX spans 3 earlier purchases (2024-09-03, 2024-06-03, 2023-12-01) with outcomes not yet measurable, limiting assessment of the insider's predictive accuracy on this specific holding. The $1.5M purchase represents a material position increase and warrants investor review of the cluster catalyst and fund fundamentals.

April 2025
2025-04-02
low
VP, CCO and AML Officer
2,172 shares
$25,000
@ $11.51
Significance 3/10

VP/CCO Joseph G. Melcher bought 2,172 shares of Hartford Schroders Private Opportunities Fund (XHFIX) at $11.51 for $24,999.72

Joseph G. Melcher, serving as VP, CCO and AML Officer, executed a purchase of 2,172 shares at $11.51 on 2025-04-01, establishing an initial position of 2,172 shares worth $24,999.72 total value. This represents a first-time acquisition in this fund by this insider, with no prior holdings on record. The transaction size and price point provide limited context for assessing broader strategic intent without additional track record or comparative holdings data.

January 2025
2025-01-02
low
See Remarks
43,365 shares
$499,998
@ $11.53
Significance 3/10

Gregory A. Frost bought 43.4K shares of Hartford Schroders Private Opportunities Fund (XHFIX) for $500.0K on 2025-01-02

Gregory A. Frost purchased 43,365 shares of XHFIX at $11.53 on 2025-01-02, representing a $499,998.45 investment and his first recorded position in this fund. This is a routine open-market purchase of a fixed-income mutual fund by an insider, with no prior holdings indicated. Without information about Frost's role, his overall portfolio strategy, or the fund's recent performance context, the transaction appears to reflect a straightforward investment decision rather than a material signal about the security's outlook.

September 2024
2024-09-03
medium
92,250 shares
$999,990
@ $10.84
Significance 5/10

Schroder US Holdings Inc. (10% owner) purchased 92,250 shares of Hartford Schroders Private Opportunities Fund at $10.84 on 2024-09-03 for $999,990.00

Schroder US Holdings Inc., a 10% owner, purchased 92,250 shares of Hartford Schroders Private Opportunities Fund (XHFIX) at $10.84, bringing post-transaction holdings to 1,192,888 shares, an 8.4% increase. This represents the insider's third purchase of XHFIX; prior buys occurred on 2024-06-03 and 2023-12-01, suggesting sustained interest in accumulating the fund. The repetitive buying pattern at three-month intervals indicates consistent capital deployment into this vehicle, though prior same-ticker trades lack measurable 90-day outcome data. The transaction size and execution near a round dollar amount ($999,990.00) merit observation for context on intent.

2024-09-03
medium
92,250 shares
$999,990
@ $10.84
Significance 5/10

Hartford Funds Management Co LLC (10% owner) purchases 92,250 shares of XHFIX at $10.84 for $999,990.00 on 2024-09-03; holdings rise to 1,192,598 shares (+8.4%).

Hartford Funds Management Co LLC, as a 10% owner, acquired 92,250 shares for $999,990.00, expanding holdings by 8.4% to 1,192,598 shares. This represents the third open-market purchase by this insider, following earlier buys in June 2024 and December 2023 at the same ticker. The transaction occurred at $10.84 per share and resulted in a near-$1 million outlay. While repeated accumulation over a nine-month period suggests ongoing interest in the fund, the investor should note that prior same-ticker trades remain too recent to evaluate performance outcomes, and the insider's cross-ticker track record offers limited predictive value for this specific security.

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