Heather S. Goldman

DIRECTOR · BROOKFIELD REAL ASSETS INCOME FUND INC. · CIK 0001572724

FILING MIX · LIFETIME67%/33%

BUYS

SELLS

TOTAL VALUE

$65.5K

COMPANIES

ACTIVE SINCE

Jan 2023

HOLDINGS NOW

AVG SELL PX

$12.72

Trades · vs SPY

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Performance · forward returns vs SPY

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

Forward-return performance of every backtestable P/S trade by Heather S. Goldman, 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%	+0.89%	+1.80%	-0.92%	-0.92%	—
14d	2	+100.00%	+1.57%	+1.64%	-0.07%	-0.07%	—
30d	2	+100.00%	+4.12%	+3.59%	+0.54%	+0.54%	—
60d	2	+100.00%	+3.57%	+3.95%	-0.38%	-0.38%	—
90d	2	+100.00%	+1.19%	+7.78%	-6.59%	-6.59%	—
180d	2	+50.00%	+0.04%	+15.38%	-15.34%	-15.34%	—
1y	2	+50.00%	-8.50%	+26.18%	-34.68%	-34.68%	—
2y	2	+50.00%	-9.47%	+52.54%	-62.02%	-62.02%	—

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

RA · 21.597 shares · as of May 13, 2026

Trading cadence · quarterly flow

BUY ● SELL ●

2023

2024

2025

2026

FLOW · 2 buys / 1 sellsCOVERAGE · 14 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
RA BROOKFIELD REAL ASSETS INCOME FUND INC.	SALE	2,750	$12.72	$35.0K	21.597	May 13, 2026	May 14, 2026 ↗	View →
RA BROOKFIELD REAL ASSETS INCOME FUND INC.	PURCHASE	390	$12.69	$4.9K	2,141.402	Dec 15, 2023	Dec 15, 2023 ↗	View →
RA BROOKFIELD REAL ASSETS INCOME FUND INC.	PURCHASE	1,525	$16.79	$25.6K	1,539	Jan 6, 2023	Jan 10, 2023 ↗	View →

Other insiders · RA

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About this filer

CIK 0001572724

ROLE

Director

PRIMARY

COMPANIES

ACTIVE SINCE

Jan 2023

MARKETPEEL · /INSIDER/0001572724DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Heather S. Goldman

The morning brief, before the bell.