PML
+$0
2,564 sh
Cogan Sarah E
Director · SEC CIK 1761536
Insider at
PML PIMCO MUNICIPAL INCOME FUND II
PNI PIMCO NEW YORK MUNICIPAL INCOME FUND II
PMF PIMCO MUNICIPAL INCOME FUND
PMX PIMCO MUNICIPAL INCOME FUND III
PNF PIMCO NEW YORK MUNICIPAL INCOME FUND
PYN PIMCO NEW YORK MUNICIPAL INCOME FUND III
PAXS PIMCO Access Income Fund
ZTR Virtus Total Return Fund Inc.
VGI Virtus Global Multi-Sector Income Fund
AIO Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
PDI PIMCO Dynamic Income Fund
PCI PIMCO Dynamic Credit & Mortgage Income Fund
PKO PIMCO Income Opportunity Fund
PCM PCM FUND, INC.
PHK PIMCO HIGH INCOME FUND
PFN PIMCO Income Strategy Fund II
CBH AllianzGI Convertible & Income 2024 Target Term Fund
NCZ AllianzGI Convertible & Income Fund II
NCV AllianzGI Convertible & Income Fund
ACV AllianzGI Diversified Income & Convertible Fund
NIE AllianzGI Equity & Convertible Income Fund
NFJ AllianzGI NFJ DIVIDEND, INTEREST & PREMIUM STRATEGY FUND
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Buy track record
How this insider's open-market purchases have performed88%
of buys now in profit
15 up · 2 down
Avg return since buy+44.2%
Median return+21.8%
Best trade+153.9%
Worst trade−8.4%
Buys scored17 (+7 n/a)
Average return by holding period — separates good entry timing from riding one long winner
After 1 month
+0.1%
65% won · 17 trades
After 3 months
−4.1%
53% won · 17 trades
After 6 months
−2.1%
53% won · 17 trades
After 12 months
+1.2%
53% won · 17 trades
| Date | Company | 90d trend | Buy price | Value | ΔOwn | 1M | 3M | 6M | 12M | To date |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 24, 2024 | PAXS | $15 | $10.3K | +55% | +6.8% | +7.5% | +11.1% | +21.4% | +27.0% | |
| Jan 24, 2024 | PML | $8 | $20.4K | NEW | +5.5% | +1.5% | +6.5% | +7.0% | +5.9% | |
| Jan 24, 2024 | PNI | $7 | $10.3K | +122% | +3.3% | −0.9% | +3.9% | +2.2% | +8.5% | |
| Jan 31, 2022 | PAXS | $20 | $20K | NEW | −4.1% | −11.8% | −12.5% | −12.8% | +17.6% | |
| Jan 13, 2022 | ZTR | $10 | $21.1K | NEW | −3.9% | +5.3% | −12.0% | −17.2% | +17.9% | |
| Jan 13, 2022 | VGI | $11 | $22.2K | NEW | −8.1% | −11.5% | −22.1% | −17.8% | +13.8% | |
| Jan 13, 2022 | AIO | $25 | $25.4K | NEW | −10.3% | −13.8% | −31.6% | −24.4% | +69.4% | |
| Jun 11, 2020 | PNI | $10 | $10.3K | NEW | +4.1% | +9.0% | +6.6% | +22.8% | −8.4% | |
| Jan 9, 2020 | PCM | $12 | $11.7K | NEW | +1.6% | −25.8% | −14.7% | +2.0% | −6.6% | |
| Jan 9, 2020 | PCI | $25 | $12.7K | NEW | +0.0% | +0.0% | +0.0% | +0.0% | +3.5% | |
| Jan 9, 2020 | PHK | $8 | $11.5K | NEW | +1.2% | −27.4% | −25.2% | −10.6% | +21.8% | |
| Jan 9, 2020 | PFN | $11 | $10.8K | NEW | +1.2% | −19.6% | −12.2% | +4.0% | +28.8% | |
| Aug 21, 2019 | NCZ | $5 | $10.1K | NEW | +1.5% | +1.1% | +11.7% | −3.8% | +66.9% | |
| Aug 21, 2019 | NCV | $6 | $10.3K | NEW | +0.7% | +1.4% | +12.5% | −3.7% | +63.1% | |
| Aug 21, 2019 | ACV | $24 | $12.2K | NEW | −3.5% | +1.7% | +12.4% | +18.5% | +153.9% | |
| Aug 21, 2019 | NIE | $22 | $10.9K | NEW | +1.2% | +5.8% | +15.3% | +22.4% | +150.2% | |
| Aug 21, 2019 | NFJ | $12 | $11K | NEW | +4.0% | +7.4% | +15.3% | +10.8% | +117.7% |
How this is calculated. We score only open-market purchases (SEC code
P) — the buys that carry real signal. Each trade's return is measured from the adjusted closing price on the purchase date to the latest close, accounting for stock splits and dividends. The 1M/3M/6M/12M columns show the same trade's return after each fixed holding period; a dash means that horizon hasn't elapsed yet or isn't priceable. Sales are excluded because insiders sell for many routine reasons. With only 17 scored trades, treat this as a small sample, not a verdict.
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Open-market buys
$327.2K
24 trades
Open-market sells
$0
0 trades
Net flow
+$327.2K
Net buying
Total filings
33
transactions shown
Full transaction history
All Form 4 activity across every company, newest firstPNI
+$0
1,187 sh
PMF
−$0
1,276 sh
PMX
−$0
2,785 sh
PNF
−$0
2,813 sh
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PYN
−$0
1,505 sh
PAXS
Cogan Sarah E, PAXS's Director, spent $10.3K of their own money on 700 shares at $15, growing their stake 55%.
+$10.3K
700 sh @ $15
PMX
Cogan Sarah E, PMX's Director, spent $10K of their own money on 1,400 shares at $7, growing their stake 120%.
+$10K
1,400 sh @ $7
PML
Cogan Sarah E, PML's Director, spent $20.4K of their own money on 2,500 shares at $8, opening a brand-new position.
+$20.4K
2,500 sh @ $8
PNF
Cogan Sarah E, PNF's Director, spent $20K of their own money on 2,600 shares at $8, opening a brand-new position.
+$20K
2,600 sh @ $8
PNI
Cogan Sarah E, PNI's Director, spent $10.3K of their own money on 1,400 shares at $7, growing their stake 122%.
+$10.3K
1,400 sh @ $7
PAXS
Cogan Sarah E, PAXS's Director, spent $20K of their own money on 1,000 shares at $20, opening a brand-new position.
+$20K
1,000 sh @ $20
ZTR
Cogan Sarah E, ZTR's Director, spent $21.1K of their own money on 2,200 shares at $10, opening a brand-new position.
+$21.1K
2,200 sh @ $10
VGI
Cogan Sarah E, VGI's Director, spent $22.2K of their own money on 2,000 shares at $11, opening a brand-new position.
+$22.2K
2,000 sh @ $11
AIO
Cogan Sarah E, AIO's Director, spent $25.4K of their own money on 1,000 shares at $25, opening a brand-new position.
+$25.4K
1,000 sh @ $25
PDI
+$0
406 sh
PCI
−$0
538 sh
PKO
−$0
428 sh
PYN
Cogan Sarah E, PYN's Director, spent $10.5K of their own money on 1,200 shares at $9, opening a brand-new position.
+$10.5K
1,200 sh @ $9
PMX
Cogan Sarah E, PMX's Director, spent $11.2K of their own money on 1,000 shares at $11, opening a brand-new position.
+$11.2K
1,000 sh @ $11
PNI
Cogan Sarah E, PNI's Director, spent $10.3K of their own money on 1,000 shares at $10, opening a brand-new position.
+$10.3K
1,000 sh @ $10
PMF
Cogan Sarah E, PMF's Director, spent $13K of their own money on 1,000 shares at $13, opening a brand-new position.
+$13K
1,000 sh @ $13
PCM
Cogan Sarah E, PCM's Director, spent $11.7K of their own money on 1,000 shares at $12, opening a brand-new position.
+$11.7K
1,000 sh @ $12
PCI
Cogan Sarah E, PCI's Director, spent $12.7K of their own money on 500 shares at $25, opening a brand-new position.
+$12.7K
500 sh @ $25
PHK
Cogan Sarah E, PHK's Director, spent $11.5K of their own money on 1,500 shares at $8, opening a brand-new position.
+$11.5K
1,500 sh @ $8
PKO
Cogan Sarah E, PKO's Director, spent $11.3K of their own money on 400 shares at $28, opening a brand-new position.
+$11.3K
400 sh @ $28
PFN
Cogan Sarah E, PFN's Director, spent $10.8K of their own money on 1,000 shares at $11, opening a brand-new position.
+$10.8K
1,000 sh @ $11
CBH
Cogan Sarah E, CBH's Director, spent $10.2K of their own money on 1,100 shares at $9, opening a brand-new position.
+$10.2K
1,100 sh @ $9
NCZ
Cogan Sarah E, NCZ's Director, spent $10.1K of their own money on 2,000 shares at $5, opening a brand-new position.
+$10.1K
2,000 sh @ $5
NCV
Cogan Sarah E, NCV's Director, spent $10.3K of their own money on 1,800 shares at $6, opening a brand-new position.
+$10.3K
1,800 sh @ $6
Frequently asked questions
How is Cogan Sarah E's win rate calculated?
We take every open-market purchase (SEC code P) we can match to a stock price, then compare the split- and dividend-adjusted price on the purchase date to the most recent close. The win rate is the share of those buys currently trading above the purchase price. Sales and share grants are not scored.
Why are some buys not included in the score?
A purchase is excluded if we can't price it — for example if the ticker is missing from the filing, the company has been delisted, or the security isn't a common stock we can match to market data. Excluded counts are shown next to the scored total.
What do the 1M / 3M / 6M / 12M columns mean?
They show each purchase's return after a fixed holding period — one, three, six, and twelve months from the buy date — using split- and dividend-adjusted prices. This separates good entry timing from simply holding a long-running winner. A dash means that horizon hasn't elapsed yet for that trade, or the stock couldn't be priced at that date.
Does a high win rate mean I should copy this insider?
No. Past performance does not predict future results, sample sizes are often small, and an insider's edge in their own company doesn't transfer to yours. This is context, not a recommendation. InsiderSource is not investment advice.
Where does this data come from?
Trades come from Cogan Sarah E's SEC Form 4 filings on EDGAR. Prices come from public market data and are split/dividend-adjusted. Always verify against the original filings before acting.