James R. JR Lientz

IVR

DIRECTOR · INVESCO MORTGAGE CAPITAL INC. · CIK 0001194999

FILING MIX · LIFETIME82%/18%

BUYS

SELLS

TOTAL VALUE

$58.2K

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

11,802

AVG SELL PX

$4.65

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizonsHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by James R. JR Lientz, 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.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+100.00%	-3.70%	-1.65%	-2.05%	-2.05%	—
14d	2	+50.00%	-2.11%	-1.05%	-1.06%	-1.06%	—
30d	2	+100.00%	-0.56%	+0.36%	-0.92%	-0.92%	—
60d	2	+0.00%	+12.95%	+5.78%	+7.18%	+7.18%	—
90d	2	+50.00%	+0.42%	+1.94%	-1.52%	-1.52%	—
180d	2	+50.00%	-7.69%	+12.37%	-20.06%	-20.06%	—
1y	2	+50.00%	-17.58%	+23.76%	-41.34%	-41.34%	—
2y	2	+100.00%	-41.73%	+33.98%	-75.71%	-75.71%	—

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

IVR · 11,802 shares · as of Dec 9, 2022

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

2022

FLOW · 9 buys / 2 sellsCOVERAGE · 12 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
IVR INVESCO MORTGAGE CAPITAL INC.	SALE	1,630	$12.86	$21.0K	11,802	Dec 9, 2022	Dec 12, 2022 ↗	View →
IVR INVESCO MORTGAGE CAPITAL INC.	PURCHASEGRANT Stock grant	54,285	—	—	134,326	May 15, 2022	May 17, 2022 ↗	View →
IVR INVESCO MORTGAGE CAPITAL INC.	PURCHASEGRANT Stock grant	27,110	—	—	80,041	May 15, 2021	May 18, 2021 ↗	View →
IVR INVESCO MORTGAGE CAPITAL INC.	PURCHASEGRANT Stock grant	4,500	—	—	52,931	May 7, 2021	May 10, 2021 ↗	View →
IVR INVESCO MORTGAGE CAPITAL INC.	PURCHASEGRANT Stock grant	4,500	—	—	48,431	Feb 24, 2021	Feb 25, 2021 ↗	View →
IVR INVESCO MORTGAGE CAPITAL INC.	SALE	10,888	$3.42	$37.2K	43,931	Dec 7, 2020	Dec 8, 2020 ↗	View →
IVR INVESCO MORTGAGE CAPITAL INC.	PURCHASEGRANT Stock grant	4,500	—	—	54,819	Nov 10, 2020	Nov 12, 2020 ↗	View →
IVR INVESCO MORTGAGE CAPITAL INC.	PURCHASEGRANT Stock grant	4,500	—	—	50,319	Aug 10, 2020	Aug 12, 2020 ↗	View →
IVR INVESCO MORTGAGE CAPITAL INC.	PURCHASE	3,679	—	—	45,819	Jun 30, 2020	Jul 1, 2020 ↗	View →
IVR INVESCO MORTGAGE CAPITAL INC.	PURCHASEGRANT Stock grant	4,500	—	—	42,140	Jun 24, 2020	Jun 25, 2020 ↗	View →
IVR INVESCO MORTGAGE CAPITAL INC.	PURCHASEGRANT Stock grant	1,234	—	—	37,640	Feb 21, 2020	Feb 24, 2020 ↗	View →

Other insiders · IVR

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About this filer

CIK 0001194999

ROLE

Director

PRIMARY

IVR

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001194999DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

James R. JR Lientz

The morning brief, before the bell.