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EdgarHawk

Rappaport Alan

Director

Director
2 filings analyzed · 2 companies · Latest 2026-01-12

Companies

Company Buys Sells Direction
PIMCO Dynamic Income Strategy Fund PDX 1 0 Net buying
PIMCO MUNICIPAL INCOME FUND II PML 1 0 Net buying

Activity

January 2026
Buy
2,000 shares
$37,946
Significance 6/10

Director Rappaport Alan bought 2,000 shares of PDX at $18.97; holdings up +200.0% to 3.0K shares amid -38.6% 52-week decline

Rappaport's purchase of 2,000 shares on 2026-01-08 represents a doubling of his existing position at $18.97, a price near the lower end of the 52-week range of $18.52–$32.00. The fund is currently down 38.6% from its 52-week high and has declined 7.9% over the past 30 days. His cross-ticker track record shows 4 prior buys with an average 90-day return of +9.2% and a 100% win rate, indicating a historically successful pattern in his discretionary purchases. However, this prior success applies across multiple tickers, not specifically to PDX, and the fund's recent downward price momentum presents context for evaluating whether this accumulation is driven by valuation or other factors. The significant position increase warrants monitoring of subsequent fund performance relative to his historical outcomes.

December 2025
Buy
2,819 shares
$21,580
Significance 6/10

Director Rappaport buys 2,819 shares of PML at $7.66; holdings rise 54.4% to 8,001 shares

Alan Rappaport, a director, purchased 2,819 shares at $7.66 on 2025-12-08, bringing his total holdings to 8,001 shares and representing a 54.4% increase from his pre-transaction position of 5,182 shares. The purchase occurred at a price 0.26% below the current market price of $7.64 and within the 52-week range of $7.11–$8.76, currently trading 12.8% below the 52-week high. Notably, Rappaport's cross-ticker track record shows 3 prior open-market buys with an average 90-day return of +9.2% and a 100.00% 90-day win rate, which provides context for his historical execution in similar discretionary transactions, though prior outcomes at other securities do not guarantee future performance in this municipal fund.

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