MarketPeel
Insider Trading Intelligence
BZ

Brian T. Zino

NCZ
DIRECTOR · VIRTUS CONVERTIBLE & INCOME FUND II · CIK 0001239059
FILING MIX · LIFETIME100%/0%
BUYS
3
SELLS
0
TOTAL VALUE
$35.5K
COMPANIES
3
ACTIVE SINCE
Mar 2022
HOLDINGS NOW
6,350
AVG SELL PX
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Brian T. Zino, 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
7d3+100.00%+3.11%+0.25%+2.86%+3.55%
14d3+33.33%-0.69%-2.09%+1.41%+0.39%
30d3+33.33%-5.55%-4.08%-1.47%-1.18%
60d3+33.33%-7.28%-3.66%-3.63%-1.36%
90d3+33.33%-10.37%-6.25%-4.11%-1.86%
180d3+33.33%-6.50%-6.48%-0.02%-1.97%
1y3+33.33%-6.27%+2.84%-9.11%-10.31%
2y3+33.33%+0.21%+27.87%-27.66%-26.44%
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
2022
2022
2022
2022
2023
2023
2023
2023
FLOW · 3 buys / 0 sellsCOVERAGE · 8 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
EDF
VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND
PURCHASE
2,500$4.20$10.5K2,500Nov 21, 2023Nov 22, 2023View →
NCZ
VIRTUS CONVERTIBLE & INCOME FUND II
PURCHASE
3,000$4.28$12.8K3,000Mar 28, 2022Mar 29, 2022View →
NFJ
VIRTUS DIVIDEND, INTEREST & PREMIUM STRATEGY FUND
PURCHASE
850$14.31$12.2K850Mar 28, 2022Mar 29, 2022View →
Other insiders · NCZ
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About this filer
CIK 0001239059
ROLE
Director
PRIMARY
NCZ
COMPANIES
3
ACTIVE SINCE
Mar 2022
MARKETPEEL · /INSIDER/0001239059DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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