Jerry Dorost

PTA

VICE PRESIDENT · COHEN & STEERS TAX-ADVANTAGED PREFERRED SECURITIES & INCOME FUND · CIK 0001829895

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$57.6K

COMPANIES

ACTIVE SINCE

Dec 2022

HOLDINGS NOW

2,000

AVG SELL PX

$18.59

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 Jerry Dorost, 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%	+5.23%	+1.89%	+3.35%	+3.35%	—
14d	2	+50.00%	+7.79%	+5.01%	+2.78%	+2.78%	—
30d	2	+50.00%	+12.36%	+7.70%	+4.65%	+4.65%	—
60d	2	+50.00%	+8.63%	+5.59%	+3.03%	+3.03%	—
90d	2	+50.00%	-5.46%	+5.43%	-10.89%	-10.89%	—
180d	2	+50.00%	-2.75%	+15.41%	-18.15%	-18.15%	—
1y	2	+50.00%	+1.95%	+28.48%	-26.53%	-26.53%	—
2y	2	+50.00%	+8.90%	+62.43%	-53.52%	-53.52%	—

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 ●

2022

FLOW · 1 buys / 1 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
LDP COHEN & STEERS LTD DURATION PREFERRED & INCOME FUND, INC.	SALE Vice President	1,210	$18.59	$22.5K	0	Dec 28, 2022	Dec 29, 2022 ↗	View →
PTA COHEN & STEERS TAX-ADVANTAGED PREFERRED SECURITIES & INCOME FUND	PURCHASE Vice President	2,000	$17.57	$35.1K	2,000	Dec 28, 2022	Dec 29, 2022 ↗	View →

Other insiders · PTA

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About this filer

CIK 0001829895

ROLE

Vice President

PRIMARY

PTA

COMPANIES

ACTIVE SINCE

Dec 2022

MARKETPEEL · /INSIDER/0001829895DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Jerry Dorost

The morning brief, before the bell.