MarketPeel
Insider Trading Intelligence
RP

Richard Lee Jr. Phegley

IVR
CHIEF FINANCIAL OFFICER · INVESCO MORTGAGE CAPITAL INC. · CIK 0001606178
FILING MIX · LIFETIME100%/0%
BUYS
5
SELLS
0
TOTAL VALUE
$52.2K
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
28,316
AVG SELL PX
TRADE KIND
SHOWING 5 / 5
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 Richard Lee Jr. Phegley, 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
7d2+100.00%+4.54%+0.44%+4.09%+4.09%
14d2+50.00%-13.04%-4.71%-8.34%-8.34%
30d2+0.00%-39.43%-3.94%-35.49%-35.49%
60d2+0.00%-43.11%-2.48%-40.64%-40.64%
90d2+50.00%-32.75%+3.52%-36.27%-36.27%
180d2+0.00%-47.49%+6.92%-54.41%-54.41%
1y2+0.00%-49.56%+17.87%-67.43%-67.43%
2y2+0.00%-58.78%+43.07%-101.86%-101.86%
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
IVR · 28,315.722 shares · as of May 9, 2022
07,07914,15821,23728,31620212022SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
FLOW · 5 buys / 0 sellsCOVERAGE · 10 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
IVR
INVESCO MORTGAGE CAPITAL INC.
PURCHASE
Chief Financial Officer
12,092$1.67$20.2K28,315.722May 9, 2022May 12, 2022View →
IVR
INVESCO MORTGAGE CAPITAL INC.
PURCHASE
Chief Financial Officer
1,444.84816,223.722Jun 30, 2020Jul 1, 2020View →
IVR
INVESCO MORTGAGE CAPITAL INC.
PURCHASE
Chief Financial Officer
1,600$16.03$25.6K14,778.874Feb 28, 2020Mar 2, 2020View →
IVR
INVESCO MORTGAGE CAPITAL INC.
PURCHASE
Chief Financial Officer
81.987$17.36$1.4K13,178.874Jan 28, 2020Jan 29, 2020View →
IVR
INVESCO MORTGAGE CAPITAL INC.
PURCHASE
Chief Financial Officer
285.433$17.46$5.0K13,096.887Jan 28, 2020Jan 29, 2020View →
Other insiders · IVR
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About this filer
CIK 0001606178
ROLE
Chief Financial Officer
PRIMARY
IVR
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001606178DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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