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EdgarHawk

RAD Investments LLC

10% Owner

10% Owner
17 filings analyzed · 1 company · Latest 2025-11-04

Companies

Company Buys Sells Direction
Tax Free Target Maturity Fund for Puerto Rico Residents, Inc. PRTFTM 24 0 Net buying

Activity

November 2025
Buy
15,170 shares
$12,439
Significance 3/10

RAD Investments LLC (10% owner) purchased 15,170 shares of PRTFTM at $0.82 across 3 transactions for $12,439.40 in late October/early November 2025.

RAD Investments LLC, holding 10% ownership, executed 3 separate purchases totaling 15,170 shares at a blended average price of $0.82, adding 0.4% to existing holdings of 4.13M shares. The purchases occurred over a brief window (October 31 through November 3, 2025). Across RAD's cross-ticker open-market history, there are 20 prior buys; at this specific ticker, prior buys on 2025-08-04, 2025-04-29, and 2025-04-14 have not yet reached measurable 30-day and 90-day return thresholds, and timing outcomes at PRTFTM remain undetermined. The incremental share addition and modest transaction size relative to existing holdings reflect a small portfolio adjustment.

August 2025
Buy
24,650 shares
$17,748
Significance 3/10

RAD Investments LLC (10% owner) buys 24,650 shares of PRTFTM at $0.72 for $17,748.00; 5th buy in 4 months

RAD Investments LLC, a 10% owner, purchased 24,650 shares at $0.72 on 2025-08-04, bringing holdings to 4,110,197 shares (a 0.6% increase). This represents the fifth discrete purchase of PRTFTM since 2025-03-26, with four transactions occurring within a two-week span in April. The pattern shows consistent accumulation over a five-month window at relatively stable pricing ($0.72). None of the earlier same-ticker purchases have reached their 90-day measurement window yet, so the track record for this specific issuer cannot be evaluated. The repetitive nature of purchases across multiple dates without apparent external catalysts suggests ongoing accumulation rather than a single decision point.

April 2025
Buy
25,259 shares
$16,418
Significance 4/10

RAD Investments LLC (10% owner) buys 25,259 shares of PRTFTM at $0.65; fifth purchase in nine weeks

RAD Investments LLC, a 10% owner, purchased 25,259 shares at $0.65 on 2025-04-29, bringing holdings to 4,085,547 shares. This represents the fifth open-market purchase in a nine-week span (prior buys on 2025-04-14, 2025-04-14, 2025-04-14, and 2025-03-26), suggesting sustained accumulation activity at this ticker. The 20 prior cross-ticker buys in the insider's broader track record indicate a pattern of acquisition activity across holdings. However, none of the insider's prior purchases at PRTFTM have yet accumulated measurable 90-day returns; all five prior same-ticker trades remain too recent for outcome assessment.

Buy
171,563 shares
$114,947
Significance 4/10

RAD Investments LLC bought 171,563 shares of PRTFTM at $0.67 across 3 transactions for $114,947.21 on 2025-04-14

RAD Investments LLC, a 10% owner, executed 3 separate purchases totaling 171,563 shares (171.6K shares) at $0.67 per share on 2025-04-14, representing a 4.4% increase in holdings to 4,060,288 shares post-transaction. This continues a pattern of consistent accumulation: the insider has completed 5 prior buys at PRTFTM since 2024-12-16, with no measurable outcomes yet on those earlier trades. The cross-ticker track record shows 20 prior buys across all holdings, though timing outcomes for those transactions are not provided. The repeated, steady accumulation at a consistent price point reflects ongoing commitment to the position, though the recency of prior purchases and lack of measurable 90-day return data limits assessment of execution quality at this particular ticker.

March 2025
Buy
9,643 shares
$6,750
Significance 2/10

RAD Investments LLC (10% owner) purchased 9,643 shares of PRTFTM at $0.70 on 2025-03-26 for $6,750.10.

RAD Investments LLC, a 10% stakeholder in Tax Free Target Maturity Fund for Puerto Rico Residents, Inc., purchased 9,643 shares at $0.70, bringing total holdings to 3,888,725 shares. This represents a modest 0.2% increase in position size. The insider has completed 5 consecutive buys at this ticker within a 3-month window (2024-12-13 through 2025-02-05), demonstrating a sustained pattern of small-scale accumulation. However, none of the prior four same-ticker purchases have yet completed a 90-day measurement window, leaving timing outcomes unmeasurable. The transaction volume is small relative to total holdings, and the purchase price of $0.70 aligns with recent acquisition costs, suggesting ongoing mechanical accumulation rather than a discretionary response to valuation or market conditions.

February 2025
Buy
42,490 shares
$29,318
Significance 3/10

RAD Investments LLC (10% owner) bought 42,490 shares of PRTFTM at $0.69 on 2025-02-05, extending a pattern of 5 consecutive purchases since early December.

RAD Investments LLC, a 10% stakeholder in Tax Free Target Maturity Fund for Puerto Rico Residents, Inc., purchased 42,490 shares at $0.69 on 2025-02-05, continuing a consistent buying pattern at this ticker. This marks the fifth open-market purchase in as many weeks (prior buys on 2025-01-29, 2024-12-27, 2024-12-16, 2024-12-13, and 2024-12-03), with the post-transaction holdings reaching 3,879,082 shares. The transaction is modest in size relative to the existing stake (a +1.1% net increase from 3,836,592 shares), but the frequency and consistency of repurchases at the same low price point signal sustained accumulation activity. No prior same-ticker purchases have reached the 90-day measurement window yet, so the buying pattern cannot be assessed against subsequent price action.

January 2025
Buy
11,000 shares
$7,590
Significance 4/10

RAD Investments LLC (10% owner) bought 11,000 shares of PRTFTM at $0.69 on 2025-01-29, extending a pattern of 5 purchases in prior 77 days.

RAD Investments LLC, a 10% owner, purchased 11,000 shares at $0.69, bringing holdings to 3,836,592 shares. This represents the sixth buy at PRTFTM within a 77-day window (prior transactions on 2024-12-27, 2024-12-16, 2024-12-13, 2024-12-03, and 2024-11-19). While the insider's cross-ticker track record shows 20 prior buys, none of the five prior PRTFTM purchases have yet reached measurable 90-day outcomes. The consistent buying pattern at a single security, combined with concentrated position growth, contrasts with an absence of visible timing success at this ticker to date.

December 2024
Buy
10,333 shares
$7,026
Significance 3/10

RAD Investments LLC (10% owner) buys 10,333 shares of PRTFTM at $0.68 on 2024-12-27; holdings now 3,825,602 shares.

RAD Investments LLC, a 10% shareholder, purchased 10,333 shares at $0.68 for $7,026.44 on 2024-12-27, adding to holdings of 3,825,602 shares post-transaction. This is the sixth consecutive buy in PRTFTM within five weeks, following purchases on 2024-12-16, 2024-12-13, 2024-12-03, and 2024-11-19. The insider's cross-ticker track record shows 20 prior buys across all holdings, but none of the same-ticker purchases have yet reached a measurable 90-day outcome, so no pattern of timing success or failure is yet evident at this security. The consistent weekly purchasing pattern indicates sustained interest in accumulating this position, though the modest $7.0K transaction size relative to the large pre-existing 3.82M-share base represents only a 0.3% incremental increase in holdings.

Buy
42,022 shares
$28,995
Significance 4/10

RAD Investments LLC (10% owner) purchased 42,022 shares totaling $28,995.18 in two transactions at $0.69/share at PRTFTM

RAD Investments LLC, a 10% owner, executed two separate purchases totaling 42,022 shares for $28,995.18 at a blended average price of $0.69 on 2024-12-13 and 2024-12-16, growing its holdings from 3,773,247 to 3,815,269 shares (a +1.1% increase). The purchase pattern mirrors a recent buying cadence: the insider has made 5 prior trades at PRTFTM dating back to 2024-10-08, all buys, indicating consistent open-market accumulation over the past two months. However, none of these prior trades are yet measurable at the 90-day mark, leaving no basis to assess whether the timing of these recent purchases aligns with subsequent price movements. The cross-ticker track record shows 20 prior buys, but this context is distinct from same-ticker performance and does not clarify the outcome of purchases at this specific vehicle.

Buy
30,000 shares
$20,700
Significance 3/10

10% owner RAD Investments LLC bought 30,000 shares of PRTFTM at $0.69 (Dec 3); post-transaction holdings 3.77M shares

RAD Investments LLC, a 10% owner of Tax Free Target Maturity Fund for Puerto Rico Residents, Inc., purchased 30,000 shares at $0.69 on 2024-12-03, increasing holdings from 3.74M to 3.77M shares. This is the sixth open-market purchase of PRTFTM by this insider within a seven-week window (five prior buys documented in same-ticker history between 2024-10-08 and 2024-11-19). All five prior transactions at this ticker remain unmeasured outcomes (90-day and 30-day returns not yet available), making it impossible to assess timing patterns at this specific security. The consistent sequence of small recurring purchases across this period suggests sustained acquisition activity, but without measurable price outcomes, there is no evidence of transaction timing quality to evaluate.

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