MarketPeel
Insider Trading Intelligence
CM

Connie D. Mcdaniel

NFJ
DIRECTOR · VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND · CIK 0001101225
FILING MIX · LIFETIME79%/21%
BUYS
23
SELLS
6
TOTAL VALUE
$2.71M
COMPANIES
10
ACTIVE SINCE
Apr 2020
HOLDINGS NOW
45,536
AVG SELL PX
$91.42
TRADE KIND
SHOWING 29 / 29
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
2026
FLOW · 23 buys / 6 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
NCV
VIRTUS CONVERTIBLE & INCOME FUND
PURCHASE
356$16.83$6.0K723Aug 18, 2026Aug 20, 2026View →
NCZ
VIRTUS CONVERTIBLE & INCOME FUND II
PURCHASE
382$15.70$6.0K804Aug 18, 2026Aug 20, 2026View →
ACV
VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND
PURCHASE
221$26.95$6.0K458Aug 18, 2026Aug 20, 2026View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
3,17933,193May 1, 2026May 4, 2026View →
GPN
GLOBAL PAYMENTS INC
SALE
5,2810Nov 12, 2025Nov 14, 2025View →
GPN
GLOBAL PAYMENTS INC
PURCHASE
5,281$65.75$347.2K34,478Nov 12, 2025Nov 14, 2025View →
GPN
GLOBAL PAYMENTS INC
SALE
4,464$77.81$347.3K30,014Nov 12, 2025Nov 14, 2025View →
EDF
VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND
PURCHASE
1,107$4.98$5.5K1,107Sep 15, 2025Sep 16, 2025View →
ACV
VIRTUS DIVERSIFIED INCOME & CONVERTIBLE FUND
PURCHASE
237$21.89$5.2K237Jun 17, 2025Jun 18, 2025View →
NIE
VIRTUS EQUITY & CONVERTIBLE INCOME FUND
PURCHASE
226$22.97$5.2K226Jun 17, 2025Jun 18, 2025View →
NCZ
VIRTUS CONVERTIBLE & INCOME FUND II
PURCHASE
422$12.31$5.2K422Jun 17, 2025Jun 18, 2025View →
NFJ
VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND
PURCHASE
427$12.15$5.2K427Jun 17, 2025Jun 18, 2025View →
NCV
VIRTUS CONVERTIBLE & INCOME FUND
PURCHASE
367$13.59$5.0K367Jun 16, 2025Jun 18, 2025View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
3,17329,197Apr 25, 2025Apr 29, 2025View →
GPN
GLOBAL PAYMENTS INC
SALE
6,1130Mar 12, 2025Mar 13, 2025View →
GPN
GLOBAL PAYMENTS INC
PURCHASE
6,113$50.59$309.3K29,342Mar 12, 2025Mar 13, 2025View →
GPN
GLOBAL PAYMENTS INC
SALE
3,318$93.23$309.3K26,024Mar 12, 2025Mar 13, 2025View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
1,84623,229Apr 26, 2024Apr 30, 2024View →
AIO
VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND
PURCHASE
2,925$17.10$50.0K2,925Dec 11, 2023Dec 12, 2023View →
GPN
GLOBAL PAYMENTS INC
SALE
5,7120Aug 2, 2023Aug 4, 2023View →
GPN
GLOBAL PAYMENTS INC
SALE
1,857$120.91$224.5K21,383Aug 2, 2023Aug 4, 2023View →
GPN
GLOBAL PAYMENTS INC
PURCHASE
5,712$39.22$224.0K23,240Aug 2, 2023Aug 4, 2023View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
1,95217,528Apr 28, 2023May 2, 2023View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
1,606$136.98$220.0K15,576Apr 29, 2022May 3, 2022View →
ZTR
VIRTUS TOTAL RETURN FUND INC.
PURCHASE
1,780$9.56$17.0K2,920Mar 25, 2022Mar 28, 2022View →
VGI
VIRTUS GLOBAL MULTI-SECTOR INCOME FUND
PURCHASE
1,763$9.62$17.0K2,753Mar 25, 2022Mar 28, 2022View →
GPN
GLOBAL PAYMENTS INC
PURCHASE
1,150$173.48$199.5K13,970Aug 10, 2021Aug 11, 2021View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
932$214.63$200.0K12,820Apr 30, 2021Apr 30, 2021View →
GPN
GLOBAL PAYMENTS INC
PURCHASEGRANT
Stock grant
1,205$166.02$200.1K11,888Apr 30, 2020May 1, 2020View →
Other insiders · NFJ
Loading peer insiders…
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

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

Feedback