David A Lorber

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.

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.

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.

Chairman/CEO Lorber bought 600 shares of PFX across 3 days (Sept 3–5) at blended avg $48.30; current $48.93.

Lorber David A, Chairman and CEO, executed three separate purchases totaling 600 shares for $28,982.00 between September 3–5, 2025, at prices ranging from $47.83 to $48.93 and a blended average price of $48.30. This increased his holdings to 143,745 shares, a modest +0.4% addition to his pre-transaction stake. The timing of this multi-day accumulation near the stock's 52-week high price of $54.38 (current price $48.93 is -10.0% from that high) occurs against a backdrop of mixed signals: his prior trades at PFX show a 0 out of 5 win rate on the 90-day metric, with his most recent March 2025 purchases each declining 8–10% over 90 days. The company currently reports a net loss of $-1,497,463.00 and carries a P/E of 6.14 on a $98.0M market cap. Absent context around scheduled trading plans or other FLAGS, the purchase pattern reflects discretionary open-market activity by the company's top executive during a period when the stock has retreated from its 52-week high.

PFX CEO David Lorber buys 1,000 shares for $48,405.00; holdings now 143.1K; stock down 7.3% in 90 days, 0 of 5 prior PFX buys were profitable.

CEO David Lorber executed 2 separate purchases totaling 1,000 shares for $48,405.00 at an average price of $48.40 per share on June 16–18, 2025. This adds 0.7% to his existing stake of 142.1K shares. The timing presents a concern: PhenixFIN is trading at $49.77, down 7.3% over the past 90 days and near the bottom of its 52-week range ($44.84–$54.38). His prior trades at PFX have been poorly timed—across 5 buys spanning February to March 2025, 0 of 5 achieved positive 90-day returns, with outcomes ranging from -1.8% to -9.8%. Against this backdrop of repeated losses on the same ticker, the company faces headwinds: net income is negative at -$896.1K, and the P/E of 5.45 reflects market skepticism. The purchase arrives without scheduled 10b5-1 context visible in the FACTS, suggesting discretionary timing; yet the pattern at this ticker suggests poor execution in identifying recovery points.

PFX CEO David A Lorber buys 2,000 shares ($107.6K) over 3 days at $53.78 avg; stock now at 52-week high of $54.38.

David A Lorber, Chairman and CEO of PhenixFIN Corp, made 4 separate purchases totaling 2,000 shares for $107,552.00 between March 3–5, 2025, at a blended average price of $53.78. The stock is currently trading at $54.38, matching its 52-week high, and has risen 11.6% over the past 30 days and 13.3% over 90 days. His holdings have increased to 142,145 shares, a 1.4% increase from the prior 140,145 shares. Across his full cross-ticker open-market history, Lorber's prior buys have yielded an average 30-day return of +1.5% and 90-day return of +1.6% with a 71.43% 90-day win rate, though timing assessment at this specific ticker is not yet available for the most recent trades. The company's P/E of 5.43 and net income of $2,464,157.00 reflect a micro-cap structure; the market has already repriced the stock near multi-year highs.

PFX CEO Lorber buys 1,380 shares for $70,950.71 across 4 transactions; holdings jump 69.1% amid cluster buy pattern and 15.0% 90-day gains

David A Lorber, Chairman and CEO of PhenixFIN Corp, executed 4 separate purchases totaling 1,380 shares for $70,950.71 between 2025-02-19 and 2025-02-20, at prices ranging from $50.85 to $53.21, raising his post-transaction holdings to 3,378 shares and increasing his position by 69.1%. This purchase occurs alongside a cluster buy pattern—2 other insiders also bought within the past 14 days—and follows 8.4% 30-day and 15.0% 90-day price appreciation. His prior 5 trades at PFX were all buy-side, with 3 of 3 measurable 90-day outcomes positive (ranging from +2.0% to +5.1%). The P/E of 5.31 against net income of $2.5M and market cap of $107.5M reflects below-market valuation multiples, providing context for the accumulation timing.

CEO Lorber buys 12,871 shares ($618,421.86) at PFX in 2 transactions; stock at 52-week high; consistent buying pattern with strong 90-day win rate (75%)

Lorber David A, Chairman and CEO of PhenixFIN Corp, executed 2 separate purchases totaling 12,871 shares for $618,421.86 on 2024-12-18, increasing his holdings by 10.2% to 138,854 shares. The stock is trading at $49.70, its 52-week high, and has risen 7.4% over the past 30 days. His cross-ticker buy track record shows a 75.00% 90-day win rate with an average 90d return of +3.2%, and his prior 5 buys at PFX have been well-timed at the 90-day mark, posting returns ranging from +2.0% to +5.8%. The company trades at a P/E of 5.44 with net income of $2,608,611.00. This buy occurs near the high end of the stock's annual trading range and represents a continuation of accumulation activity at PFX observed throughout 2024.

PFX CEO Lorber bought 958 shares in 2 transactions at $46.39–$46.11 for $44.2K, bringing holdings to 126.0K shares.

David A. Lorber, chairman and CEO of PhenixFIN Corp, executed 2 separate purchases totaling 958 shares for $44,228.38, with a blended average price of $46.17. The stock currently trades at $47.44, near its 52-week high of $47.44. At the ticker level, Lorber's prior 5 trades at PFX show a 0% well-timed rate at the 90-day mark (two measurable completed trades in March 2024 both posted negative 90-day returns of -1.2%), while his cross-ticker track record of 14 prior buys achieved a 63.64% 90-day win rate with an average 90-day return of +2.8%. The company trades at a tight P/E of 3.69 with net income of $871,000.00 and a market cap of $95,818,837.60. This purchase adds 0.8% to his pre-transaction holdings, a modest incremental accumulation in a stock where his prior execution at this ticker has not generated positive 90-day returns.