MarketPeel
Insider Trading Intelligence
JC

James D. Campbell

TWO
EVP SERVICING OPS ROUNDPOINT · TWO HARBORS INVESTMENT CORP. · CIK 0002038877
FILING MIX · LIFETIME67%/33%
BUYS
2
SELLS
1
TOTAL VALUE
$21.0K
COMPANIES
1
ACTIVE SINCE
Jan 2025
HOLDINGS NOW
37,056
AVG SELL PX
$12.39
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizons · 3 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by James D. Campbell, 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+0.00%+8.39%-2.53%+10.92%+10.92%
14d1+0.00%+8.88%-0.35%+9.23%+9.23%
30d1+100.00%-11.73%-0.46%-11.27%-11.27%
60d1+100.00%-26.95%-4.73%-22.23%-22.23%
90d1+100.00%-9.04%-1.30%-7.74%-7.74%
180d1(1 pending)
1y1(1 pending)
2y1(1 pending)
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
TWO · 37,056 shares · as of Jan 12, 2026
09,68719,37429,06138,7482026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2025
2025
2025
2025
2026
FLOW · 2 buys / 1 sellsCOVERAGE · 5 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
TWO
TWO HARBORS INVESTMENT CORP.
SALE10b5-1
10b5-1 plan
1,692$12.39$21.0K37,056Jan 12, 2026Jan 12, 2026View →
TWO
TWO HARBORS INVESTMENT CORP.
PURCHASEGRANT
Stock grant
24,08938,748Jan 7, 2026Jan 9, 2026View →
TWO
TWO HARBORS INVESTMENT CORP.
PURCHASEGRANT
Stock grant
14,65914,659Jan 7, 2025Jan 10, 2025View →
Other insiders · TWO
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About this filer
CIK 0002038877
ROLE
EVP Servicing Ops RoundPoint
PRIMARY
TWO
COMPANIES
1
ACTIVE SINCE
Jan 2025
MARKETPEEL · /INSIDER/0002038877DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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