Heath B. Mclendon

EDF

INSIDER · VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND · CIK 0001245780

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$19.0K

COMPANIES

ACTIVE SINCE

Jul 2020

HOLDINGS NOW

8,020

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

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

Forward-return performance of every backtestable P/S trade by Heath B. Mclendon, 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	6	+66.67%	+0.34%	-0.61%	+0.95%	+0.42%	—
14d	6	+50.00%	-1.25%	-0.25%	-0.99%	-0.80%	—
30d	6	+66.67%	+0.64%	+1.73%	-1.10%	-0.02%	—
60d	6	+33.33%	-1.57%	+1.28%	-2.85%	-1.70%	—
90d	6	+16.67%	-5.27%	+1.64%	-6.91%	-8.48%	—
180d	6	+50.00%	+2.25%	+8.41%	-6.16%	-10.40%	—
1y	6	+33.33%	+1.30%	+12.78%	-11.47%	-7.25%	—
2y	6	+0.00%	-22.34%	+17.07%	-39.41%	-39.06%	—

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

EDF · 8,020.483 shares · as of Feb 28, 2022

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

2022

FLOW · 8 buys / 0 sellsCOVERAGE · 7 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
EDF VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	PURCHASE	500	$6.11	$3.1K	8,020.483	Feb 28, 2022	Feb 28, 2022 ↗	View →
EDF VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	PURCHASE	500	$6.47	$3.2K	7,455.307	Feb 14, 2022	Feb 14, 2022 ↗	View →
EDF VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	PURCHASE	135	$8.45	$1.1K	5,599.914	Apr 22, 2021	Apr 23, 2021 ↗	View →
EDF VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	PURCHASE	170	$8.74	$1.5K	5,360.678	Feb 12, 2021	Feb 12, 2021 ↗	View →
EDF VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	PURCHASE	470	$7.29	$3.4K	5,315	Aug 11, 2020	Oct 13, 2020 ↗	View →
EDF VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	PURCHASE	470	$7.29	$3.4K	5,315	Aug 11, 2020	Sep 8, 2020 ↗	View →
EDF VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	PURCHASE	230	$7.00	$1.6K	4,840	Jul 22, 2020	Oct 13, 2020 ↗	View →
EDF VIRTUS STONE HARBOR EMERGING MARKETS INCOME FUND	PURCHASE	230	$7.00	$1.6K	4,840	Jul 22, 2020	Sep 8, 2020 ↗	View →

Other insiders · EDF

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About this filer

CIK 0001245780

ROLE

Insider

PRIMARY

EDF

COMPANIES

ACTIVE SINCE

Jul 2020

MARKETPEEL · /INSIDER/0001245780DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Heath B. Mclendon

The morning brief, before the bell.