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Track record

What happened ~6 months after each disclosed buy

+17.1%avg per buy, ~6 months on+7.1%S&P 500 avg, same spans
DPG · 2025-05-29 · +12.1% (S&P +11.9%)KYN · 2025-10-15 · +22.0% (S&P +2.2%)
2025-05-292025-10-15
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
2 of 2
buys higher ~6mo later
+22.0%
median outcome
+11.9%
S&P 500 median, same spans

1 buy still inside the ~6-month window — not scored yet.

Activity

Open-market buy & sell volume

BuySell
0$800000.0B$1600000.0B2025 · bought $325000.0B · sold $020252026 · bought $1600000.0B · sold $02026
Total +$1925.00T bought

All filings on record

Every Form 4 transaction we track for this filer

FINSBuy
2026-07-08 · Angel Oak Financial Strategies Income Term Trust
$1600.00T
in progress
KYNBuy
2025-10-15 · Kayne Anderson Energy Infrastructure Fund, Inc.
$225.00T
+22.0%
KYNBuy
2025-10-15 · Kayne Anderson Energy Infrastructure Fund, Inc.
$100.00T
+22.0%
ACVOther
2025-10-02 · Virtus Diversified Income & Convertible Fund
$30.00M
KYNOther
2025-08-08 · Kayne Anderson Energy Infrastructure Fund, Inc.
1,692,306
KYNOther
2025-08-08 · Kayne Anderson Energy Infrastructure Fund, Inc.
664,175
KYNOther
2025-06-19 · Kayne Anderson Energy Infrastructure Fund, Inc.
2,000,000
KYNOther
2025-06-19 · Kayne Anderson Energy Infrastructure Fund, Inc.
2,000,000
DPGOther
2025-05-30 · Duff & Phelps Utility & Infrastructure Fund Inc.
$5.25M
DPGOther
2025-05-30 · Duff & Phelps Utility & Infrastructure Fund Inc.
$12.95M
DPGOther
2025-05-30 · Duff & Phelps Utility & Infrastructure Fund Inc.
$3.06M
DPGOther
2025-05-30 · Duff & Phelps Utility & Infrastructure Fund Inc.
$13.74M
DPGBuy
2025-05-29 · Duff & Phelps Utility & Infrastructure Fund Inc.
$6.30M
+12.1%
DPGBuy
2025-05-29 · Duff & Phelps Utility & Infrastructure Fund Inc.
$18.70M
+12.1%

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.