| 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 |
|---|---|---|---|---|---|---|---|---|---|
President &CEO | Portfolio Manager
2 companies
Smith Joseph P serves as a President &CEO at IGR and has filed Form 4s across 2 companies. Across recent SEC filings that breaks down to 36 buys and 0 sells. Those positions are worth an estimated $607K at current prices.
Historically, Smith Joseph P's trades have earned a below-average insider score of 49/100 across 36 rated trades. Over a 12-month horizon, 17.6% of those trades were profitable, with an average 12-month return of -10.6%.
The biggest single holding is IGR (~$483K) as President &CEO. Net of sales, the recent Form 4 record there shows accumulation of 47,366 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 12, 2025 | IGR Cbre Global Real Estate Income Fund | President &CEO | Buy | 3,786 | $4.22 | $15,981.39 | +3.4% | +8.0% | - | |
| Oct 20, 2023 | IGR Cbre Global Real Estate Income Fund | President &CEO | Buy | 2,418 | $4.14 | $10,010.52 | +2.9% | +24.9% | +50.6% | |
| Oct 20, 2023 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 927 | $10.78 | $9,993.06 | +8.8% | +21.7% | +37.3% | |
| Sep 19, 2023 | IGR Cbre Global Real Estate Income Fund | President &CEO | Buy | 2,074 | $4.83 | $10,017.42 | +2.5% | +10.0% | +35.6% | |
| Sep 13, 2023 | IGR Cbre Global Real Estate Income Fund | President &CEO | Buy | 6,060 | $4.95 | $29,994.84 | +8.0% | -0.6% | +34.1% | |
| Mar 28, 2023 | IGR Cbre Global Real Estate Income Fund | President &CEO | Buy | 3,913 | $5.12 | $20,034.56 | +7.6% | +0.4% | +3.1% | |
| Mar 28, 2023 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 741 | $13.49 | $9,996.09 | +7.6% | +1.0% | -7.2% | |
| Nov 22, 2022 | IGR Cbre Global Real Estate Income Fund | President &CEO | Buy | 3,311 | $6.05 | $20,031.55 | +7.3% | +7.1% | -25.9% | |
| Sep 29, 2022 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 793 | $12.63 | $10,015.59 | +8.9% | +9.4% | -4.4% | |
| Sep 29, 2022 | IGR Cbre Global Real Estate Income Fund | President &CEO | Buy | 1,763 | $5.67 | $9,996.21 | +4.1% | +2.9% | -17.0% |