| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Trustee
2 companies
Edward P Grace III last filed a Form 4 in April 2025, as Trustee at MCI. The filings on record cover 2 companies. Edward P Grace III's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Edward P Grace III's trades have earned a strong insider score of 70/100 across 11 rated trades. Over a 12-month horizon, 72.7% of those trades were profitable, with an average 12-month return of +14.9%.
At the last filing, the largest reported position was 10,000 shares of MCI. Net of sales, the MCI filings show accumulation of 37,814 shares.
Edward P Grace III has 21 Form 4 filings on record from January 2017 to April 2025, across 2 companies: Trustee at Barings Corporate Investors (MCI), 2017–2025; Trustee at Barings Participation Investors (MPV), 2019.
The 51 reported transactions were 38 open-market purchases and 13 open-market sales.
Counted by filing, the open-market trades come to 18 purchases worth about $839K and 3 sales worth about $391K.
The largest open-market purchase was 11,157 shares of MCI at an average $18.30 on June 13, 2024, about $204K. Twelve months later MCI was up 14%.
The largest open-market sale was 10,000 shares of MCI at an average $22.71 on April 1, 2025, about $227K. Twelve months later MCI was down 21%.
Shares as reported in the last Form 4 for each company; the most recent is from April 2025. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 1, 2025 | MCI Barings Corporate Investors | Trustee | Sell | 10,000 | $22.71 | $227,132.50 | -50.0% | -3.5% | -20.8% | |
| Jun 14, 2024 | MCI Barings Corporate Investors | Trustee | Buy | 5,000 | $18.64 | $93,201.79 | +33.3% | +2.4% | +13.9% | |
| Jun 13, 2024 | MCI Barings Corporate Investors | Trustee | Buy | 11,157 | $18.30 | $204,223.28 | +80.6% | +1.7% | +14.5% | |
| Jun 5, 2023 | MCI Barings Corporate Investors | Trustee | Buy | 1,157 | $13.95 | $16,138.58 | +3.3% | +8.0% | +23.8% | |
| May 22, 2023 | MCI Barings Corporate Investors | Trustee | Buy | 2,800 | $13.84 | $38,741.04 | +8.7% | +2.5% | +22.8% | |
| Dec 6, 2022 | MCI Barings Corporate Investors | Trustee | Buy | 200 | $13.40 | $2,680.00 | +0.6% | +3.5% | +29.5% | |
| Dec 5, 2022 | MCI Barings Corporate Investors | Trustee | Buy | 4,477 | $13.53 | $60,562.15 | +16.3% | +4.4% | +29.2% | |
| Nov 30, 2022 | MCI Barings Corporate Investors | Trustee | Buy | 1,523 | $13.59 | $20,703.26 | +5.9% | +2.2% | +25.9% | |
| Feb 4, 2022 | MCI Barings Corporate Investors | Trustee | Buy | 6,000 | $15.50 | $92,972.38 | +30.0% | -9.0% | -2.6% | |
| Feb 3, 2022 | MCI Barings Corporate Investors | Trustee | Buy | 3,000 | $15.66 | $46,988.00 | +17.6% | -9.5% | -4.1% |