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InsideEdge
Investors / filer profile

Track record

What happened ~6 months after each disclosed buy

+20.7%avg per buy, ~6 months on+8.8%S&P 500 avg, same spans
FINS · 2025-08-12 · +0.8% (S&P +7.3%)NXG · 2025-08-20 · +23.9% (S&P +8.4%)SRV · 2025-12-18 · +38.9% (S&P +11.0%)SRV · 2026-02-06 · +20.9% (S&P +8.7%)NXG · 2026-02-06 · +19.1% (S&P +8.7%)
2025-08-122026-02-06
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
5 of 5
buys higher ~6mo later
+20.9%
median outcome
+8.7%
S&P 500 median, same spans

Disclosed positions

Estimated from their latest filings — positions may have changed since

$217.8K
combined est. value

Activity

Open-market buy & sell volume

BuySell
0$66K$133K2025 · bought $133K · sold $020252026 · bought $18K · sold $02026
Total +$150.5K bought

All filings on record

Every Form 4 transaction we track for this filer

NXGBuy
2026-02-06 · NXG NextGen Infrastructure Income Fund
$8.0K
+19.1% †
SRVBuy
2026-02-06 · NXG Cushing Midstream Energy Fund
$10.0K
+20.9% †
SRVBuy
2025-12-18 · NXG Cushing Midstream Energy Fund
$16.0K
+38.9% †
NXGBuy
2025-08-20 · NXG NextGen Infrastructure Income Fund
$16.8K
+23.9%
FINSBuy
2025-08-12 · Angel Oak Financial Strategies Income Term Trust
$99.8K
+0.8%

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.