| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 12 | +25.00% | -1.21% | -0.34% | -0.87% | -1.08% | — |
| 14d | 12 | +50.00% | -0.54% | +0.07% | -0.60% | -0.66% | — |
| 30d | 12 | +50.00% | -0.04% | +1.67% | -1.70% | -2.99% | — |
| 60d | 12 | +58.33% | -0.74% | +2.44% | -3.19% | -4.86% | — |
| 90d | 12 | +50.00% | -0.78% | +4.26% | -5.04% | -3.61% | — |
| 180d | 12 | +66.67% | +3.34% | +7.14% | -3.79% | -5.54% | — |
| 1y | 12(2 pending) | +80.00% | +6.83% | +15.19% | -8.36% | -6.92% | — |
| 2y | 12(4 pending) | +100.00% | +18.29% | +35.83% | -17.55% | -22.72% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| DTF DTF TAX-FREE INCOME 2028 TERM FUND INC | PURCHASE President and CEO | 1,400 | $11.34 | $15.9K | 6,652 | Aug 25, 2025 | Aug 26, 2025 ↗ | View → |
| DPG DUFF & PHELPS UTILITY & INFRASTRUCTURE FUND INC. | PURCHASE President and CEO | 1,200 | $12.77 | $15.3K | 11,612 | Aug 25, 2025 | Aug 26, 2025 ↗ | View → |
| DPG DUFF & PHELPS UTILITY & INFRASTRUCTURE FUND INC. | PURCHASE President and CEO | 1,500 | $12.32 | $18.5K | 9,877 | Nov 26, 2024 | Nov 27, 2024 ↗ | View → |
| DNP DNP SELECT INCOME FUND INC | PURCHASE President and CEO | 2,000 | $9.60 | $19.2K | 8,361 | Nov 26, 2024 | Nov 27, 2024 ↗ | View → |
| DTF DTF TAX-FREE INCOME 2028 TERM FUND INC | PURCHASE President and CEO | 2,500 | $10.70 | $26.8K | 5,013.597 | Apr 10, 2024 | Apr 11, 2024 ↗ | View → |
| DPG DUFF & PHELPS UTILITY & INFRASTRUCTURE FUND INC. | PURCHASE President and CEO | 3,000 | $9.42 | $28.3K | 8,000 | Apr 9, 2024 | Apr 11, 2024 ↗ | View → |
| DTF DTF TAX-FREE INCOME 2028 TERM FUND INC | PURCHASE President and CEO | 6 | $10.77 | $65 | 2,513.597 | Apr 9, 2024 | Apr 11, 2024 ↗ | View → |
| DNP DNP SELECT INCOME FUND INC | PURCHASE President and CEO | 3,000 | $8.30 | $24.9K | 5,879 | Dec 12, 2023 | Dec 14, 2023 ↗ | View → |
| DPG DUFF & PHELPS UTILITY & INFRASTRUCTURE FUND INC. | PURCHASE President and CEO | 2,500 | $10.01 | $25.0K | 5,000 | Jul 31, 2023 | Jul 31, 2023 ↗ | View → |
| DPG DUFF & PHELPS UTILITY & INFRASTRUCTURE FUND INC. | PURCHASE President and CEO | 2,500 | $10.08 | $25.2K | 2,500 | Jun 16, 2023 | Jun 16, 2023 ↗ | View → |
| DTF DTF TAX-FREE INCOME 2028 TERM FUND INC | PURCHASE President and CEO | 2,500 | $10.96 | $27.4K | 2,500 | Mar 24, 2023 | Mar 24, 2023 ↗ | View → |
| DNP DNP SELECT INCOME FUND INC | PURCHASE President* | 1,000 | $10.57 | $10.6K | 2,422 | Aug 4, 2021 | Aug 5, 2021 ↗ | View → |