McMillan Ellida

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.

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.

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.

CFO McMillan Ellida bought 351 shares at PFX across 2 transactions (avg $49.25) amid -3.0% 90-day decline.

McMillan Ellida, PhenixFIN's CFO, completed 2 separate purchases totaling 351 shares for $17,285.62, raising his holdings from 2,636 to 2,987 shares (+13.3%). The blended average purchase price was $49.25, compared to the current price of $49.03. Over his prior 5 transactions at this ticker, his timing outcomes have been mixed: 2 of 5 prior buys showed positive 90-day returns, while the two most recent purchases in March 2025 both faced 90-day declines of -9.5% and -9.9% respectively. The current stock price sits -9.8% from its 52-week high and -3.0% down over 90 days, placing this purchase in a period of recent downward momentum. These transaction details reveal a continuation of insider buying activity at PFX despite near-term price pressure and a pattern of mixed success in prior same-ticker purchases.

CFO McMillan Ellida bought 300 shares ($16,150.40) at blended $53.83; held 2,636 post-transaction (+12.8%). 4 of 5 prior PFX buys well-timed at 90d.

McMillan Ellida executed 2 separate purchases totaling 300 shares for $16,150.40 (at $53.95 and $53.75) within three trading days, increasing her stake by 12.8% to 2,636 shares. Her prior purchase history at PhenixFIN shows a strong timing pattern: 4 of her 5 earlier open-market buys at this ticker returned positive 90-day results, suggesting consistency in purchase discipline. With the stock currently at $53.58 relative to a blended entry of $53.83 and within 1.5% of its 52-week high, this accumulation occurs as PFX is near peak valuations. The company trades at a P/E of 5.35 on net income of $2.5M, indicating a highly compact valuation profile. This filing reflects continued direct accumulation by the CFO at price levels near the ticker's 52-week ceiling, supporting assessment as a material insider buy signal in the context of her demonstrated pattern of well-timed entry discipline.

CFO McMillan Ellida buys 1,000 shares of PFX at $45.12 on 2024-06-14; holdings rise 74.9% to 2,336 shares

McMillan Ellida, the CFO of PhenixFIN Corp, purchased 1,000 shares at $45.12, increasing her holdings by 74.9% from 1,336 to 2,336 shares. The company trades at a P/E of 3.60 with a market cap of $93.5M. Notably, across her prior 4 trades at PFX, McMillan achieved a 75% win rate at the 90-day mark, with 3 of 4 prior buys proving well-timed as the stock subsequently rose. Her cross-ticker track record shows an average 90-day return of +5.3% across 4 buys. The current price of $46.27 stands 1.8% below the 52-week high, suggesting the transaction occurred near historically elevated valuations. This concentrated accumulation by the CFO at a relatively modest P/E, combined with her demonstrated pattern of successful timing at this specific ticker, merits monitoring for broader confidence signals.