MarketPeel
Insider Trading Intelligence
JB

Jason H. Brady

TBLD
PRESIDENT · THORNBURG INCOME BUILDER OPPORTUNITIES TRUST · CIK 0001872532
FILING MIX · LIFETIME100%/0%
BUYS
3
SELLS
0
TOTAL VALUE
$1.40M
COMPANIES
1
ACTIVE SINCE
Jan 2022
HOLDINGS NOW
82,000
AVG SELL PX
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Jason H. Brady, 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+66.67%+1.45%-0.43%+1.87%+3.15%
14d3+100.00%+2.23%-2.78%+5.01%+6.88%
30d3+66.67%+2.24%-1.49%+3.74%+3.84%
60d3+33.33%-4.51%-5.05%+0.54%+0.14%
90d3+33.33%-4.75%-1.37%-3.38%-4.88%
180d3+33.33%-12.85%-7.25%-5.60%-4.44%
1y3+33.33%-12.34%-3.46%-8.88%-4.81%
2y3+33.33%-6.96%+21.32%-28.28%-19.65%
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
TBLD · 82,000 shares · as of Dec 22, 2022
020,50041,00061,50082,000SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2022
2022
2022
2022
FLOW · 3 buys / 0 sellsCOVERAGE · 4 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
TBLD
THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
PURCHASE
PRESIDENT
30,000$14.19$425.8K82,000Dec 22, 2022Dec 22, 2022View →
TBLD
THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
PURCHASE
President
47,000$18.83$885.0K52,000Jan 5, 2022Jan 5, 2022View →
TBLD
THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
PURCHASE
President
5,000$18.81$94.0K5,000Jan 3, 2022Jan 5, 2022View →
Other insiders · TBLD
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About this filer
CIK 0001872532
ROLE
President
PRIMARY
TBLD
COMPANIES
1
ACTIVE SINCE
Jan 2022
MARKETPEEL · /INSIDER/0001872532DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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