MarketPeel
Insider Trading Intelligence
AK

Anne W. Kritzmire

TBLD
INSIDER · THORNBURG INCOME BUILDER OPPORTUNITIES TRUST · CIK 0001873387
FILING MIX · LIFETIME100%/0%
BUYS
2
SELLS
0
TOTAL VALUE
$22.4K
COMPANIES
1
ACTIVE SINCE
Sep 2023
HOLDINGS NOW
1,400
AVG SELL PX
TRADE KIND
SHOWING 2 / 2
Trades · vs SPY
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Performance · forward returns vs SPY
2 backtested trades · 8 horizons · 1 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Anne W. Kritzmire, 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
7d2+0.00%-1.43%-2.57%+1.14%+1.14%
14d2+0.00%-2.08%-2.71%+0.63%+0.63%
30d2+50.00%-1.88%-1.36%-0.52%-0.52%
60d2+50.00%+2.82%+1.73%+1.10%+1.10%
90d2+100.00%+4.90%+6.25%-1.35%-1.35%
180d2+50.00%+2.82%+10.88%-8.06%-8.06%
1y2+100.00%+17.30%+21.44%-4.14%-4.14%
2y2(1 pending)+100.00%+32.42%+51.56%-19.14%-19.14%
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 · 1,400 shares · as of Jul 18, 2024
03507001,0501,4002024SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2023
2023
2024
2024
2024
FLOW · 2 buys / 0 sellsCOVERAGE · 5 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
TBLD
THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
PURCHASE
1,000$16.40$16.4K1,400Jul 18, 2024Jul 22, 2024View →
TBLD
THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
PURCHASE
400$14.96$6.0K400Sep 18, 2023Sep 20, 2023View →
Other insiders · TBLD
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About this filer
CIK 0001873387
ROLE
Insider
PRIMARY
TBLD
COMPANIES
1
ACTIVE SINCE
Sep 2023
MARKETPEEL · /INSIDER/0001873387DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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