William H. Gross

William H. Gross discloses dealings in 16 companies, chiefly PIMCO Dynamic Income Fund, Pimco Corporate & Income Opportunity Fund and Pimco Corporate & Income Strategy Fund. Over a trading history stretching from 21 September 2004 to 4 February 2015, the count stands at 362 filings.

In open-market terms, that means 279 purchases worth €153.9M on one side and 48 sales worth €18.8M on the other. On balance, insiders were net buyers of €135.1M. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Besides market trades, the filings include 8 share grants. So far in 2015, the count stands at no purchases and 19 sales.

Half of the purchases are above €278k and half below. Ninety days after publication, 179 purchases show a median change of -0.7%, with the price up in 45% of them. These figures describe past trades and do not predict future prices.

On 20 February 2015 came the latest disclosure, an open-market sale for €381k in Pimco Corporate & Income Opportunity Fund. The clock since the last published purchase (25 August 2014) now reads 4,443 days. Typically, a trade is published a median of 1 day after it takes place. The legal deadline for a Form 4 is two business days after the transaction. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.