MarketPeel
Insider Trading Intelligence
TO

Thomas J. Otterbein

PDI
INSIDER · PIMCO DYNAMIC INCOME FUND · CIK 0001423452
FILING MIX · LIFETIME100%/0%
BUYS
4
SELLS
0
TOTAL VALUE
$145.6K
COMPANIES
1
ACTIVE SINCE
Sep 2015
HOLDINGS NOW
20,298
AVG SELL PX
TRADE KIND
SHOWING 4 / 4
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Thomas J. Otterbein, 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
7d1+0.00%-21.28%-12.53%-8.74%-8.74%
14d1+0.00%-38.43%-18.22%-20.21%-20.21%
30d1+0.00%-16.27%+0.53%-16.80%-16.80%
60d1+0.00%-16.70%+7.27%-23.97%-23.97%
90d1+0.00%-4.68%+18.57%-23.24%-23.24%
180d1+0.00%-11.12%+26.22%-37.34%-37.34%
1y1+100.00%+8.43%+43.83%-35.40%-35.40%
2y1+100.00%+1.01%+60.91%-59.90%-59.90%
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
PDI · 20,298 shares · as of Mar 9, 2020
05,07510,14915,22420,29820162017201820192020SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2015
2015
2016
2016
2016
2016
2017
2017
2017
2017
2018
2018
2018
2018
2019
2019
2019
2019
2020
FLOW · 4 buys / 0 sellsCOVERAGE · 19 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
PDI
PIMCO DYNAMIC INCOME FUND
PURCHASE
5,000$29.12$145.6K20,298Mar 9, 2020Mar 10, 2020View →
PDI
PIMCO DYNAMIC INCOME FUND
PURCHASE
4,00013,142Oct 11, 2018Feb 12, 2020View →
PDI
PIMCO DYNAMIC INCOME FUND
PURCHASE
1,1006,889Apr 20, 2016Feb 12, 2020View →
PDI
PIMCO DYNAMIC INCOME FUND
PURCHASE
5,0005,000Sep 4, 2015Feb 12, 2020View →
Other insiders · PDI
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About this filer
CIK 0001423452
ROLE
Insider
PRIMARY
PDI
COMPANIES
1
ACTIVE SINCE
Sep 2015
MARKETPEEL · /INSIDER/0001423452DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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