| 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 |
|---|---|---|---|---|---|---|---|---|---|
Director | Trustee
7 companies
Ann Torre Bates last filed a Form 4 in February 2025, as Director at ARCC. The filings on record cover 7 companies. From February 2015 to February 2025, the filings on record show 9 open-market purchases and 6 sales. Ann Torre Bates'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, Ann Torre Bates's trades have earned a middling insider score of 52/100 across 5 rated trades. Over a 12-month horizon, 60.0% of those trades were profitable, with an average 12-month return of +5.4%.
At the last filing, the largest reported position was 30,000 shares of ARCC. Net of sales, the ARCC filings show accumulation of 32,851 shares.
Shares as reported in the last Form 4 for each company; the most recent is from February 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% | SEC |
|---|---|---|---|---|---|---|---|---|
| May 2, 2018 | TDF Templeton Dragon Fund Inc | Director | Buy | 2,295 | $21.77 | $49,973.15 | New | |
| May 2, 2018 | SABA Saba Capital Income & Opportunities Fund II | Trustee | Buy | 7,765 | $6.43 | $49,959.23 | New | |
| Oct 6, 2017 | UNFI United Natural Foods Inc | Director | Sell | 7,190 | $40.16 | $288,750.40 | -43.3% | |
| Jul 26, 2016 | JSM Navient Corp | Director | Sell | 9,000 | $14.23 | $128,026.80 | -26.0% | |
| Sep 14, 2015 | ARCC Ares Capital Corp | Director | Buy | 8,126 | $14.87 | $120,833.62 | +282.7% |