GOLDSTEIN PHILLIP: insider trades

Every open market trade GOLDSTEIN PHILLIP has filed with the SEC, when each filing appeared, and how the buys did against the S&P 500 once the filing was public.

Key Facts

  • GOLDSTEIN PHILLIP is listed as Secretary at PCF, SWZ.
  • Between 2026-03-19 (19 March 2026) and 2026-07-08 (8 July 2026) GOLDSTEIN PHILLIP filed 5 open market buys worth $224K and 0 open market sales worth $0.
  • Across 3 scored buys, GOLDSTEIN PHILLIP averaged -11.6% against the S&P 500 (SPY) over the 90 days after disclosure, with 0% of them ahead of the index. That result is too few trades to draw a conclusion.
  • Data as of 2026-09-29 (29 September 2026).
Open market buys 5 $224K
Open market sales 0 $0
Avg vs S&P, 90d -11.6% 3 scored buys
Beat the S&P 0% 90 days after entry

Would copying GOLDSTEIN PHILLIP have paid?

prices as of 2026-09-28

The result. Across 3 scored buys, GOLDSTEIN PHILLIP averaged -11.6% against the S&P 500 (SPY) over the 90 days after disclosure, with 0% of them ahead of the index. That result is too few trades to draw a conclusion.

Average return of GOLDSTEIN PHILLIP's open market buys against the S&P 500.
Days after entryScored buysAvg vs S&PBeat S&PEntry monthst statisticReading
30 days 4 -4.5% 0% 3 n/a too few trades to draw a conclusion
90 days 3 -11.6% 0% 2 n/a too few trades to draw a conclusion
180 days 2 -14.3% 0% 1 n/a too few trades to tell

A return curve needs at least 10 scored buys. GOLDSTEIN PHILLIP does not have enough yet.

Stocks traded

  1. PCF3 trades, $129K
  2. SWZ2 trades, $95.4K

Every open market trade

as of 2026-09-29
5 trades.
Open market trades filed by GOLDSTEIN PHILLIP, newest first.
FiledStockTypeSharesPriceValue90 day vs S&P
8 Jul 2026 SWZ buy 5,980 $5.95 $35.6K n/a
9 Apr 2026 PCF buy 5,088 $5.45 $27.7K -9.9%
9 Apr 2026 PCF buy 600 $5.53 $3.3K -9.9%
19 Mar 2026 SWZ buy 10,000 $5.98 $59.8K -14.9%
19 Mar 2026 PCF buy 17,905 $5.46 $97.8K -9.9%

Insider sales are shown but not scored, because they are often planned for tax or diversification reasons.

Frequently asked questions

What has GOLDSTEIN PHILLIP bought and sold?

Between 2026-03-19 (19 March 2026) and 2026-07-08 (8 July 2026) GOLDSTEIN PHILLIP filed 5 open market buys worth $224K and 0 open market sales worth $0.

Did GOLDSTEIN PHILLIP's buys beat the market?

Across 3 scored buys, GOLDSTEIN PHILLIP averaged -11.6% against the S&P 500 (SPY) over the 90 days after disclosure, with 0% of them ahead of the index. That result is too few trades to draw a conclusion. Insider sales are not scored because they are often planned for tax or diversification reasons.

Sources: Insider trades: SEC Form 4 filings, collected from Finviz. Prices: Yahoo Finance daily adjusted closes. Data as of 2026-09-29 (29 September 2026). About these sources.

Not investment advice. Past disclosed trades do not predict future returns. Disclosures are published late, so the trades shown are ones you could only have copied after the fact. Talk to a licensed adviser before you invest.