Joshua M. Bloomstein

ARCC

GENERAL COUNSEL, VP & SEC. · ARES CAPITAL CORP · CIK 0001481246

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$68.9K

COMPANIES

ACTIVE SINCE

Oct 2020

HOLDINGS NOW

16,500

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Joshua M. Bloomstein, 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%	+4.80%	+6.20%	-1.40%	-1.40%	—
14d	2	+100.00%	+11.80%	+9.43%	+2.37%	+2.37%	—
30d	2	+100.00%	+20.13%	+11.10%	+9.02%	+9.02%	—
60d	2	+100.00%	+22.21%	+14.33%	+7.88%	+7.88%	—
90d	2	+100.00%	+29.60%	+17.07%	+12.53%	+12.53%	—
180d	2	+100.00%	+46.57%	+28.80%	+17.77%	+17.77%	—
1y	2	+100.00%	+69.44%	+42.45%	+26.98%	+26.98%	—
2y	2	+100.00%	+67.99%	+22.18%	+45.81%	+45.81%	—

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

ARCC · 16,500 shares · as of Oct 30, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 2 buys / 0 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
ARCC ARES CAPITAL CORP	PURCHASE General Counsel, VP & Sec.	3,000	$13.75	$41.3K	16,500	Oct 30, 2020	Oct 30, 2020 ↗
ARCC ARES CAPITAL CORP	PURCHASE General Counsel, VP & Sec.	2,000	$13.82	$27.6K	13,500	Oct 28, 2020	Oct 30, 2020 ↗

Other insiders · ARCC

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About this filer

CIK 0001481246

ROLE

General Counsel, VP & Sec.

PRIMARY

ARCC

COMPANIES

ACTIVE SINCE

Oct 2020

MARKETPEEL · /INSIDER/0001481246DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Joshua M. Bloomstein

The morning brief, before the bell.