MarketPeel
Insider Trading Intelligence
SS

Shelby E. Sherard

FDUS
SEE REMARKS · FIDUS INVESTMENT CORP · CIK 0001341174
FILING MIX · LIFETIME100%/0%
BUYS
3
SELLS
0
TOTAL VALUE
$122.0K
COMPANIES
1
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
31,660
AVG SELL PX
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Shelby E. Sherard, 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+0.00%-28.31%-9.38%-18.93%-16.70%
14d3+0.00%-44.74%-10.18%-34.56%-39.78%
30d3+0.00%-33.76%+4.61%-38.37%-40.26%
60d3+0.00%-21.06%+11.04%-32.10%-34.63%
90d3+33.33%+0.06%+22.15%-22.09%-24.50%
180d3+33.33%-1.49%+29.37%-30.87%-35.92%
1y3+100.00%+57.05%+49.82%+7.23%+1.11%
2y3+100.00%+120.15%+65.53%+54.62%+41.35%
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
FDUS · 31,660 shares · as of Mar 12, 2020
07,91515,83023,74531,660SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
FLOW · 3 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
FDUS
FIDUS INVESTMENT CORP
PURCHASE
See Remarks
5,000$9.36$46.8K31,660Mar 12, 2020Mar 12, 2020
FDUS
FIDUS INVESTMENT CORP
PURCHASE
See Remarks
3,850$12.99$50.0K24,560Mar 9, 2020Mar 10, 2020
FDUS
FIDUS INVESTMENT CORP
PURCHASE
See Remarks
2,100$11.99$25.2K26,660Mar 9, 2020Mar 10, 2020
Other insiders · FDUS
Loading peer insiders…
About this filer
CIK 0001341174
ROLE
See Remarks
PRIMARY
FDUS
COMPANIES
1
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001341174DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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

Feedback