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Insider Trading Intelligence
BK

Benjamin D. Kirby

TBLD
INSIDER · THORNBURG INCOME BUILDER OPPORTUNITIES TRUST · CIK 0001875027
FILING MIX · LIFETIME100%/0%
BUYS
3
SELLS
0
TOTAL VALUE
$88.5K
COMPANIES
1
ACTIVE SINCE
Jul 2021
HOLDINGS NOW
5,513
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 Benjamin D. Kirby, 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%+0.75%-0.52%+1.27%+1.76%
14d3+100.00%+1.08%+0.36%+0.72%+0.02%
30d3+66.67%+0.66%+0.35%+0.32%-1.62%
60d3+100.00%+2.55%-0.46%+3.02%+3.16%
90d3+66.67%+0.59%-0.68%+1.27%+0.96%
180d3+33.33%-5.18%-1.43%-3.76%-3.69%
1y3+33.33%-13.06%-0.71%-12.35%-9.88%
2y3+33.33%-7.37%+21.00%-28.36%-29.42%
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 · 5,513 shares · as of Nov 30, 2022
01,3782,7574,1355,5132022SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2021
2021
2022
2022
2022
2022
FLOW · 3 buys / 0 sellsCOVERAGE · 6 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
TBLD
THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
PURCHASE
3,513$14.27$50.1K5,513Nov 30, 2022Nov 30, 2022View →
TBLD
THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
PURCHASE
1,000$18.28$18.3K2,000Dec 2, 2021Dec 2, 2021View →
TBLD
THORNBURG INCOME BUILDER OPPORTUNITIES TRUST
PURCHASE
1,000$20.03$20.0K1,000Jul 28, 2021Nov 2, 2021View →
Other insiders · TBLD
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About this filer
CIK 0001875027
ROLE
Insider
PRIMARY
TBLD
COMPANIES
1
ACTIVE SINCE
Jul 2021
MARKETPEEL · /INSIDER/0001875027DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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