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Insider Trading Intelligence
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CM

Connie D. Mcdaniel

NFJ
DIRECTOR · VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND · CIK 0001101225
FILING MIX · LIFETIME77%/23%
BUYS
20
SELLS
6
TOTAL VALUE
$2.70M
COMPANIES
10
ACTIVE SINCE
Apr 2020
HOLDINGS NOW
44,577
AVG SELL PX
$91.42
TRADE KIND
SHOWING 26 / 26
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
11 backtested trades · 8 horizons · 9 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Connie D. Mcdaniel, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d11+81.82%+0.80%+0.60%+0.20%+0.11%—
14d11+90.91%+2.33%+1.65%+0.68%+0.78%—
30d11+63.64%+2.67%+1.70%+0.97%-0.18%—
60d11+54.55%+2.53%+2.10%+0.43%-0.22%—
90d11+63.64%+0.62%+3.77%-3.16%-1.00%—
180d11+72.73%+1.38%+5.77%-4.40%-2.03%—
1y11(2 pending)+66.67%+11.77%+14.87%-3.10%-0.57%—
2y11(7 pending)+25.00%-9.67%+23.14%-32.81%-30.13%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
Not enough transaction history to chart holdings.
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 20 buys / 6 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
3,179——33,193May 1, 2026May 4, 2026 ↗View →
GPN
GLOBAL PAYMENTS INC
SALE
4,464$77.81$347.3K30,014Nov 12, 2025Nov 14, 2025 ↗View →
GPN
GLOBAL PAYMENTS INC
PURCHASE
5,281$65.75$347.2K34,478Nov 12, 2025Nov 14, 2025 ↗View →
GPN
GLOBAL PAYMENTS INC
SALE
5,281——0Nov 12, 2025Nov 14, 2025 ↗View →
EDF
VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND
PURCHASE
1,107$4.98$5.5K1,107Sep 15, 2025Sep 16, 2025 ↗View →
NFJ
VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND
PURCHASE
427$12.15$5.2K427Jun 17, 2025Jun 18, 2025 ↗View →
NIE
VIRTUS EQUITY & CONVERTIBLE INCOME FUND
PURCHASE
226$22.97$5.2K226Jun 17, 2025Jun 18, 2025 ↗View →
NCZ
VIRTUS CONVERTIBLE & INCOME FUND II
PURCHASE
422$12.31$5.2K422Jun 17, 2025Jun 18, 2025 ↗View →
ACV
VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND
PURCHASE
237$21.89$5.2K237Jun 17, 2025Jun 18, 2025 ↗View →
NCV
VIRTUS CONVERTIBLE & INCOME FUND
PURCHASE
367$13.59$5.0K367Jun 16, 2025Jun 18, 2025 ↗View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
3,173——29,197Apr 25, 2025Apr 29, 2025 ↗View →
GPN
GLOBAL PAYMENTS INC
SALE
6,113——0Mar 12, 2025Mar 13, 2025 ↗View →
GPN
GLOBAL PAYMENTS INC
SALE
3,318$93.23$309.3K26,024Mar 12, 2025Mar 13, 2025 ↗View →
GPN
GLOBAL PAYMENTS INC
PURCHASE
6,113$50.59$309.3K29,342Mar 12, 2025Mar 13, 2025 ↗View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
1,846——23,229Apr 26, 2024Apr 30, 2024 ↗View →
AIO
VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND
PURCHASE
2,925$17.10$50.0K2,925Dec 11, 2023Dec 12, 2023 ↗View →
GPN
GLOBAL PAYMENTS INC
SALE
5,712——0Aug 2, 2023Aug 4, 2023 ↗View →
GPN
GLOBAL PAYMENTS INC
SALE
1,857$120.91$224.5K21,383Aug 2, 2023Aug 4, 2023 ↗View →
GPN
GLOBAL PAYMENTS INC
PURCHASE
5,712$39.22$224.0K23,240Aug 2, 2023Aug 4, 2023 ↗View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
1,952——17,528Apr 28, 2023May 2, 2023 ↗View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
1,606$136.98$220.0K15,576Apr 29, 2022May 3, 2022 ↗View →
ZTR
VIRTUS TOTAL RETURN FUND INC.
PURCHASE
1,780$9.56$17.0K2,920Mar 25, 2022Mar 28, 2022 ↗View →
VGI
VIRTUS GLOBAL MULTI-SECTOR INCOME FUND
PURCHASE
1,763$9.62$17.0K2,753Mar 25, 2022Mar 28, 2022 ↗View →
GPN
GLOBAL PAYMENTS INC
PURCHASE
1,150$173.48$199.5K13,970Aug 10, 2021Aug 11, 2021 ↗View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
932$214.63$200.0K12,820Apr 30, 2021Apr 30, 2021 ↗View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
1,205$166.02$200.1K11,888Apr 30, 2020May 1, 2020 ↗View →
Other insiders · NFJ
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About this filer
CIK 0001101225
ROLE
Director
PRIMARY
NFJ
COMPANIES
10
ACTIVE SINCE
Apr 2020
MARKETPEEL · /INSIDER/0001101225DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

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