MarketPeel
Insider Trading Intelligence
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TH

Thomas W. Harmke

UTG
INSIDER · REAVES UTILITY INCOME FUND · CIK 0001810401
FILING MIX · LIFETIME95%/5%
BUYS
18
SELLS
1
TOTAL VALUE
$9.8K
COMPANIES
1
ACTIVE SINCE
May 2020
HOLDINGS NOW
0
AVG SELL PX
$34.01
TRADE KIND
SHOWING 19 / 19
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Thomas W. Harmke, 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
7d1+100.00%-0.20%-0.24%+0.03%+0.03%—
14d1+100.00%-0.47%+0.73%-1.21%-1.21%—
30d1+100.00%-1.93%-2.43%+0.50%+0.50%—
60d1+0.00%+5.60%+3.16%+2.44%+2.44%—
90d1+100.00%-0.10%-2.19%+2.09%+2.09%—
180d1+0.00%+0.49%-10.22%+10.71%+10.71%—
1y1+100.00%-12.95%-18.95%+6.00%+6.00%—
2y1+100.00%-17.25%-3.55%-13.70%-13.70%—
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
UTG · 0 shares · as of Nov 3, 2021
0661311972632021SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2021
2021
2021
2021
FLOW · 18 buys / 1 sellsCOVERAGE · 7 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
UTG
REAVES UTILITY INCOME FUND
SALE
262.669$34.01$8.9K0Nov 3, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.456$34.08$50262.669Oct 29, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.494$33.03$49261.213Sep 30, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.366$35.93$49259.719Aug 31, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.38$35.39$49258.353Jul 30, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.327$34.68$46256.973Jun 30, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.309$34.96$46255.646May 28, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.32$34.50$46254.337Apr 30, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.365$33.40$46253.017Mar 31, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.397$31.68$44251.652Feb 26, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.371$32.54$45250.256Jan 19, 2021Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.362$32.97$45248.885Dec 31, 2020Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.344$33.73$45247.524Nov 30, 2020Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.376$31.94$44246.18Oct 30, 2020Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.391$31.05$43244.805Sep 30, 2020Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.364$31.95$44243.414Aug 31, 2020Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.351$32.08$43242.05Jul 31, 2020Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.422$30.28$43240.699Jun 30, 2020Nov 5, 2021 ↗
UTG
REAVES UTILITY INCOME FUND
PURCHASE
1.277$33.54$43239.277May 29, 2020Nov 5, 2021 ↗
Other insiders · UTG
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About this filer
CIK 0001810401
ROLE
Insider
PRIMARY
UTG
COMPANIES
1
ACTIVE SINCE
May 2020
MARKETPEEL · /INSIDER/0001810401DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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