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Castle Adam C

3 filings analyzed · 2 companies · Latest 2026-03-25

Companies

Company Buys Sells Direction
Lord Abbett Credit Opportunities Fund LARAX 2 0 Net buying
Lord Abbett Flexible Income Fund LLIAX 1 0 Net buying

Activity

March 2026
Buy
3,707 shares
$30,768
Significance 5/10

Castle Adam C buys 3,706 shares of LCRDX at $8.30, raising holdings 18.1% to 24,202 shares

Adam C Castle purchased 3,706 shares of Lord Abbett Credit Opportunities Fund at $8.30 on 2026-03-23, increasing his post-transaction holdings to 24,202 shares from 20,495 shares. This represents an 18.1% increase in his position size. The insider's prior trade history at LCRDX consists of 5 earlier purchases (in 2023 and 2025), with none of those trades yet showing measurable outcomes at the 90-day window. The cross-ticker track record shows 7 prior open-market buys, but timing performance data for those is not available to assess execution quality. The transaction is a straightforward buy with no schedule or plan-related constraints noted.

April 2025
Buy
1,189 shares
$10,000
Significance 3/10

Castle Adam C bought 1,189 shares of LCRDX at $8.41 for $10,000.00 on 2025-04-04

Castle Adam C purchased 1,189 shares of Lord Abbett Credit Opportunities Fund (LCRDX) at $8.41 on April 4, 2025, increasing his holding by 6.2% to 20.5K shares. This represents his sixth open-market purchase across his portfolio, and his sixth transaction in LCRDX specifically over the past two years. The prior five buys at LCRDX dating back to May 2023 lack measurable 30- and 90-day outcomes, preventing assessment of whether this pattern of repeated purchases has been strategically timed. The transaction is modest in absolute terms ($10.0K) and follows an established pattern of regular accumulation in this fund position.

February 2025
medium
Buy
17,535 shares
$175,351
Significance 6/10

Castle Adam C purchases 17,535 shares of LLIAX at $10.00; 5 insiders buy within 14 days

Castle Adam C acquired 17,535 shares of Lord Abbett Flexible Income Fund at $10.00 on 2025-02-18, establishing an initial position in this fund. This purchase occurs as part of a cluster pattern: 5 other insiders also bought within the past 14 days, indicating coordinated acquisition activity at the fund level. The insider's cross-ticker track record shows 5 prior open-market buys, suggesting familiarity with discretionary equity deployment. The synchronized buying activity among multiple insiders warrants investor attention as a potential indicator of collective fund positioning or internal confidence signals.

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