Skip to content
InsideEdge
Investors / filer profile

Track record

What happened ~6 months after each disclosed buy

+9.2%avg per buy, ~6 months on+12.3%S&P 500 avg, same spans
NCV-PA · 2025-06-16 · +2.8% (S&P +13.8%)NFJ · 2025-06-17 · +9.3% (S&P +14.4%)NIE · 2025-06-17 · +13.8% (S&P +14.4%)NCZ-PA · 2025-06-17 · +2.9% (S&P +14.4%)ACV · 2025-06-17 · +20.0% (S&P +14.4%)EDF · 2025-09-15 · +6.2% (S&P +2.6%)
2025-06-162025-09-15
Each dot: one completed buy’s ~6-month outcome, equal weight per buy · dashed: S&P 500 over the same spans · hover a dot for detail
6 of 6
buys higher ~6mo later
+9.3%
median outcome
+14.4%
S&P 500 median, same spans

Disclosed positions

Estimated from their latest filings — positions may have changed since

$2.26M
combined est. value
GPN
GLOBAL PAYMENTS INC
$2.22M
30,014 sh
NCZ-PA
Virtus Convertible & Income Fund II
$8.5K
422 sh
NCV-PA
Virtus Convertible & Income Fund
$7.6K
367 sh
ACV
Virtus Diversified Income & Convertible Fund
$6.7K
237 sh
NFJ
Virtus Dividend, Interest & Premium Strategy Fund
$6.5K
427 sh
NIE
Virtus Equity & Convertible Income Fund
$6.0K
226 sh
EDF
Virtus Stone Harbor Emerging Markets Income Fund
$6.0K
1,107 sh

Activity

Open-market buy & sell volume

BuySell
0$174K$347K2025 · bought $31K · sold $347K2025
Total +$31.3K bought · −$347.3K sold

All filings on record

Every Form 4 transaction we track for this filer

GPNSell
2025-11-12 · GLOBAL PAYMENTS INC
$347.3K
—
GPNExercise
2025-11-12 · GLOBAL PAYMENTS INC
$347.2K
—
EDFBuy
2025-09-15 · Virtus Stone Harbor Emerging Markets Income Fund
$5.5K
+6.2%
ACVBuy
2025-06-17 · Virtus Diversified Income & Convertible Fund
$5.2K
+20.0%
NCZ-PABuy
2025-06-17 · Virtus Convertible & Income Fund II
$5.2K
+2.9%
NIEBuy
2025-06-17 · Virtus Equity & Convertible Income Fund
$5.2K
+13.8%
NFJBuy
2025-06-17 · Virtus Dividend, Interest & Premium Strategy Fund
$5.2K
+9.3%
NCV-PABuy
2025-06-16 · Virtus Convertible & Income Fund
$5.0K
+2.8%

Outcomes measure each disclosed buy against the closing price ~6 months (120 trading days) later, with the S&P 500 over the same span for context. Pre-scheduled 10b5-1 plan trades are excluded from the record. Positions are estimated from the latest reported post-transaction holdings, split-adjusted, at the latest close. Built from SEC Form 4 filings and market prices — past outcomes, not predictions or advice.