| 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
1 company
McLendon Heath B serves as a Trustee at EDF. Across recent SEC filings that breaks down to 4 buys and 0 sells. Those positions are worth an estimated $49K at current prices.
Historically, McLendon Heath B's trades have earned a below-average insider score of 31/100 across 3 rated trades. Over a 12-month horizon, 0.0% of those trades were profitable, with an average 12-month return of -12.8%.
The biggest single holding is EDF (~$49K) as Trustee. Net of sales, the recent Form 4 record there shows accumulation of 1,305 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 28, 2022 | EDF Virtus Stone Harbor Emerging Markets Income Fund | Trustee | Buy | 500 | $6.11 | $3,055.00 | +6.6% | -7.3% | -4.3% | |
| Feb 14, 2022 | EDF Virtus Stone Harbor Emerging Markets Income Fund | Trustee | Buy | 500 | $6.47 | $3,235.00 | +7.2% | -18.0% | -13.6% | |
| Apr 22, 2021 | EDF Virtus Stone Harbor Emerging Markets Income Fund | Trustee | Buy | 135 | $8.45 | $1,140.75 | +2.5% | +2.4% | -20.5% | |
| Feb 12, 2021 | EDF Virtus Stone Harbor Emerging Markets Income Fund | Trustee | Buy | 170 | $8.74 | $1,485.80 | +3.3% | - | - |