David Nichols III Fisher

PDO

DIRECTOR · PIMCO DYNAMIC INCOME OPPORTUNITIES FUND · CIK 0001762432

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$234.1K

COMPANIES

ACTIVE SINCE

Dec 2021

HOLDINGS NOW

29,727

AVG SELL PX

—

Trades · vs SPY

Loading price series…

Performance · forward returns vs SPY

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

Forward-return performance of every backtestable P/S trade by David Nichols III Fisher, 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	+50.00%	+0.23%	+3.94%	-3.71%	-3.71%	—
14d	2	+50.00%	-0.90%	+4.76%	-5.66%	-5.66%	—
30d	2	+0.00%	-3.87%	+3.07%	-6.94%	-6.94%	—
60d	2	+50.00%	-5.36%	+6.17%	-11.53%	-11.53%	—
90d	2	+50.00%	-4.91%	+4.11%	-9.02%	-9.02%	—
180d	2	+0.00%	-9.51%	+2.96%	-12.47%	-12.47%	—
1y	2	+50.00%	-2.83%	+15.01%	-17.84%	-17.84%	—
2y	2	+50.00%	-4.35%	+31.90%	-36.25%	-36.25%	—

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

Not enough transaction history to chart holdings.

Trading cadence · quarterly flow

BUY ● SELL ●

2021

2022

2023

FLOW · 4 buys / 0 sellsCOVERAGE · 6 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
PDI PIMCO DYNAMIC INCOME FUND	PURCHASE	7,376	$18.18	$134.1K	13,720.35	Mar 22, 2023	Mar 24, 2023 ↗	View →
PDO PIMCO DYNAMIC INCOME OPPORTUNITIES FUND	PURCHASE	5,345	$18.70	$100.0K	16,007	Jan 26, 2022	Jan 28, 2022 ↗	View →
PDI PIMCO DYNAMIC INCOME FUND	PURCHASEGRANT Stock grant	9,866	—	—	9,866	Dec 10, 2021	Dec 14, 2021 ↗	View →
PDI PIMCO DYNAMIC INCOME FUND	PURCHASEGRANT Stock grant	5,504	—	—	5,504	Dec 10, 2021	Dec 14, 2021 ↗	View →

Other insiders · PDO

Loading peer insiders…

About this filer

CIK 0001762432

ROLE

Director

PRIMARY

PDO

COMPANIES

ACTIVE SINCE

Dec 2021

MARKETPEEL · /INSIDER/0001762432DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

David Nichols III Fisher

The morning brief, before the bell.