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Insider Trading Intelligence
KJ

Karrie J. Jerry

NMFC
CCO AND CORPORATE SECRETARY · NEW MOUNTAIN FINANCE CORP · CIK 0001646056
FILING MIX · LIFETIME100%/0%
BUYS
3
SELLS
0
TOTAL VALUE
$11.1K
COMPANIES
1
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
6,394
AVG SELL PX
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Karrie J. Jerry, 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
7d3+0.00%-29.33%-5.80%-23.53%-35.84%
14d3+0.00%-25.39%-3.54%-21.85%-25.49%
30d3+0.00%-35.51%+1.89%-37.40%-39.59%
60d3+0.00%-26.85%+9.73%-36.58%-38.08%
90d3+0.00%-8.48%+19.36%-27.85%-30.33%
180d3+66.67%-2.02%+28.65%-30.67%-29.92%
1y3+100.00%+31.78%+50.33%-18.55%-18.95%
2y3+100.00%+51.93%+65.27%-13.34%-11.11%
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
NMFC · 6,394 shares · as of Mar 12, 2020
01,5993,1974,7966,394SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
FLOW · 3 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
NMFC
NEW MOUNTAIN FINANCE CORP
PURCHASE
CCO and Corporate Secretary
300$9.85$3.0K6,344Mar 12, 2020Mar 13, 2020
NMFC
NEW MOUNTAIN FINANCE CORP
PURCHASE
CCO and Corporate Secretary
50$9.45$4736,394Mar 12, 2020Mar 13, 2020
NMFC
NEW MOUNTAIN FINANCE CORP
PURCHASE
CCO and Corporate Secretary
600$12.85$7.7K6,044.05Mar 2, 2020Mar 4, 2020
Other insiders · NMFC
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About this filer
CIK 0001646056
ROLE
CCO and Corporate Secretary
PRIMARY
NMFC
COMPANIES
1
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001646056DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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