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Lord Abbett Special Situations Income Fund Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by LORD, ABBETT & CO. LLC, was filed 07 Jun 2023.
Lord Abbett Special Situations Income Fund: what insiders have been doing
Lord Abbett Special Situations Income Fund, classified in the Finance & Banking sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). No insider at Lord Abbett Special Situations Income Fund has published a filing in the past twelve months. The most recent one dates from 26 April 2024.
The full history, which starts in 2021, counts 4 purchases against 2 sales.
For comparison within the same sector, see the insider buying recorded at Dynex Capital Inc and First Guaranty Bancshares, Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
10
Thresholds
n/a
Buy Volume
€8M
4 ops. · all time
Sell Volume
€6M
2 ops. · all time
Since the insiders bought
- +4.7%Entry US$8.94 · Close at T+365 US$9.36
- -8.4%Entry US$10.00 · Close at T+365 US$9.16
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
· cache
US$8.50
Last declaration on 26 April 2024
Declarations10 total
340,916.274 shares@ US$9.3034.6% of flowCommon SharesSEC:0000930413-24-001476:0
2,693.966 shares@ US$9.28100.0% of flowCommon SharesSEC:0000930413-24-001317:0
325,379.61 shares@ US$9.2232.3% of flowCommon Shares Class ISEC:0000930413-24-000371:0
333,704.116 shares@ US$8.9933.1% of flowCommon SharesSEC:0000930413-23-002391:0
1,104.972 shares@ US$9.0516.1% of flowCommon SharesSEC:0000930413-23-002312:0
5,660.136 shares@ US$9.13100.0% of flowCommon SharesSEC:0000930413-23-001866:0
990,000 shares@ US$10.0049.4% of flowCommon SharesSEC:0000930413-23-001682:0
Canonical exit: 6 Dec 2021 (T+90)
3,374.578 shares@ US$8.8947.7% of flowCommon SharesSEC:0000930413-23-001678:0
Canonical exit: 31 Aug 2023 (T+90)
2,495.01 shares@ US$10.02100.0% of flowCommon SharesSEC:0000930413-21-001627:0
Canonical exit: 14 Dec 2021 (T+90)
2,495.01 shares@ US$10.0236.2% of flowCommon SharesSEC:0000930413-21-001628:0
Canonical exit: 14 Dec 2021 (T+90)
10 of 10 declarations
About Lord Abbett Special Situations Income Fund
Lord Abbett Special Situations Income Fund is a U.S. investment fund rather than a conventional operating company. It sits within the Lord, Abbett & Co. LLC asset-management platform, which was founded in 1929 and is widely described as one of the oldest money-management firms in the United States. Lord Abbett is an independent, privately held global asset manager with capabilities across U.S. mutual funds, UCITS, institutional accounts, separately managed accounts, and a broad fixed-income franchise. ([lordabbett.com](https://www.lordabbett.com/corporate/public-user/about-us.html?utm_source=openai))
The fund itself was organized as a Delaware statutory trust on April 1, 2021, and began operations on September 8, 2021. It is registered under the Investment Company Act of 1940 as a non-diversified, closed-end management investment company that continuously offers its shares and operates as an interval fund. Its stated investment objective is total return. The fund offers multiple share classes, including Class A and Class I, and is designed for investors seeking recurring income with exposure to opportunistic credit opportunities. Importantly, the fund does not list its shares on a securities exchange, so it is not a NYSE- or NASDAQ-listed equity, even though it is part of a U.S. SEC-reporting universe. ([lordabbett.com](https://www.lordabbett.com/content/dam/lordabbett/en/documents/legal-documents/interval-fund/5741/special_situations_income_fund_semi_annual_report.pdf?utm_source=openai))
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From a business-line perspective, the product is concentrated in credit and fixed-income strategies, with a special-situations orientation. Recent portfolio materials show exposure to a range of corporate credit issuers across sectors such as retail and telecommunications, illustrating a diversified opportunistic approach to debt selection rather than a single-industry mandate. In practical terms, the strategy appears to rely on Lord Abbett’s deep fixed-income research platform and its ability to source income opportunities across multiple parts of the credit market. ([lordabbett.com](https://www.lordabbett.com/content/dam/lordabbett/en/documents/legal-documents/interval-fund/5741/special_situations_income_fund_portfolio_holdings_3q.pdf?utm_source=openai))
Competitively, Lord Abbett is positioned as a well-established fixed-income manager with meaningful scale. The firm publicly highlights significant assets under management in fixed income and a long history in active management, which supports the credibility of funds like Special Situations Income. That heritage matters: in a crowded U.S. income-fund landscape, sponsor brand, credit underwriting depth, and distribution reach are often as important as headline yield. Lord Abbett also emphasizes its global client base, with offerings for investors around the world, reinforcing the relevance of the franchise beyond the domestic U.S. market. ([lordabbett.com](https://www.lordabbett.com/corporate/public-user/about-us.html?utm_source=openai))
As for recent developments, the most recent public materials point to steady portfolio management and routine disclosure updates rather than a major strategic shift. The latest available holdings report reviewed was dated September 30, 2024, and other Lord Abbett materials from 2025 continue to frame the firm as a leader in short-duration and multi-sector fixed income. For investors in France, Belgium, or Switzerland, the key takeaway is that Lord Abbett Special Situations Income Fund is a U.S.-based credit income vehicle sponsored by a long-established U.S. asset manager, not a listed NYSE/NASDAQ operating company. ([lordabbett.com](https://www.lordabbett.com/content/dam/lordabbett/en/documents/legal-documents/interval-fund/5741/special_situations_income_fund_portfolio_holdings_3q.pdf?utm_source=openai))
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