Insider Ledger
2023 ETF Series Trust (NFRX) insider buying and SEC filings
2023 ETF Series Trust · CIK 1969674
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Company profile
- State of incorporation
- DE
- Fiscal year end
- Jun 30
Insider activity in the last 12 months
Bought
$100.3M
Insiders who bought
4
Sold (not marked 10b5-1)
$0
Planned sales (10b5-1)
$0
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Aug 4, 2026 | Purchase (code P) | Harrison Street Real Assets Fund LLC (10% owner) bought 372,856 shares at $26.82 ($10.0M), reported as a purchase (code P). Holdings up 10% to 4,203,172 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 5, 2026 |
| Mar 4, 2026 | Purchase (code P) | Casey Ryan Frazier (Portfolio Manager of Adviser) bought 66 shares at $27.25 ($2K), reported as a purchase (code P). Holdings up 1% to 5,536 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 5, 2026 |
| Feb 27, 2026 | Purchase (code P) | Hasan Ali Goncu (Portfolio Manager of Adviser) bought 800 shares at $27.78 ($22K), reported as a purchase (code P). New position of 800 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 3, 2026 |
| Feb 27, 2026 | Purchase (code P) | Robert Becker (Portfolio Manager of Adviser) bought 1,000 shares at $27.75 ($28K), reported as a purchase (code P). Holdings up 33% to 4,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Mar 2, 2026 |
| Feb 26, 2026 | Purchase (code P) | Robert Becker (Portfolio Manager of Adviser) bought 2,000 shares at $27.55 ($55K), reported as a purchase (code P). Holdings up 200% to 3,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 27, 2026 |
| Feb 24, 2026 | Purchase (code P) | Robert Becker (Portfolio Manager of Adviser) bought 1,000 shares at $27.46 ($27K), reported as a purchase (code P). New position of 1,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 25, 2026 |
| Feb 24, 2002 | Purchase (code P) | Casey Ryan Frazier (Portfolio Manager of Adviser) bought 5,470 shares at $27.43 ($150K), reported as a purchase (code P). New position of 5,470 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 25, 2026 |
| Feb 12, 2026 | Purchase (code P) | Harrison Street Real Assets Fund LLC (10% owner) bought 1,485,332 shares at $26.93 ($40.0M), reported as a purchase (code P). Holdings up 64% to 3,822,021 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 13, 2026 |
| Feb 10, 2026 | Purchase (code P) | Harrison Street Real Assets Fund LLC (10% owner) bought 378,931 shares at $26.39 ($10.0M), reported as a purchase (code P). Holdings up 19% to 2,336,689 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 11, 2026 |
| Feb 9, 2026 | Purchase (code P) | Harrison Street Real Assets Fund LLC (10% owner) bought 383,729 shares at $26.06 ($10.0M), reported as a purchase (code P). Holdings up 24% to 1,957,758 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 10, 2026 |
| Feb 6, 2026 | Purchase (code P) | Harrison Street Real Assets Fund LLC (10% owner) bought 386,996 shares at $25.84 ($10.0M), reported as a purchase (code P). Holdings up 33% to 1,574,029 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 9, 2026 |
| Feb 5, 2026 | Purchase (code P) | Harrison Street Real Assets Fund LLC (10% owner) bought 390,320 shares at $25.62 ($10.0M), reported as a purchase (code P). Holdings up 49% to 1,187,033 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 6, 2026 |
| Feb 2, 2026 | Purchase (code P) | Harrison Street Real Assets Fund LLC (10% owner) bought 399,520 shares at $25.03 ($10.0M), reported as a purchase (code P). Holdings up 101% to 796,713 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 3, 2026 |
Cluster buys
3 insiders bought in 30 days
$90.1M in purchases since Feb 2, 2026 · Purchases traded Feb 2, 2026 to Feb 27, 2026 · Closed
| Insider | Value | Traded | Source |
|---|---|---|---|
| Harrison Street Real Assets Fund LLC (10% owner) | $10.0M | Feb 2, 2026 | SEC filing |
| Harrison Street Real Assets Fund LLC (10% owner) | $10.0M | Feb 5, 2026 | SEC filing |
| Harrison Street Real Assets Fund LLC (10% owner) | $10.0M | Feb 6, 2026 | SEC filing |
| Harrison Street Real Assets Fund LLC (10% owner) | $10.0M | Feb 9, 2026 | SEC filing |
| Harrison Street Real Assets Fund LLC (10% owner) | $10.0M | Feb 10, 2026 | SEC filing |
| Harrison Street Real Assets Fund LLC (10% owner) | $40.0M | Feb 12, 2026 | SEC filing |
| Robert Becker (Portfolio Manager of Adviser) | $27K | Feb 24, 2026 | SEC filing |
| Robert Becker (Portfolio Manager of Adviser) | $55K | Feb 26, 2026 | SEC filing |
| Robert Becker (Portfolio Manager of Adviser) | $28K | Feb 27, 2026 | SEC filing |
| Hasan Ali Goncu (Portfolio Manager of Adviser) | $22K | Feb 27, 2026 | SEC filing |
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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