| 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 |
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Portfolio Manager
1 company
Daniel Ryan Foley last filed a Form 4 in April 2022, as Portfolio Manager at MEGI. Daniel Ryan Foley'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, Daniel Ryan Foley's trades have earned a below-average insider score of 24/100 across 3 rated trades. Over a 12-month horizon, none of those trades were profitable, with an average 12-month return of -21.4%.
At the last filing, the largest reported position was 1,650 shares of MEGI. Net of sales, the MEGI filings show accumulation of 1,650 shares.
Daniel Ryan Foley has 3 Form 4 filings on record from October 2021 to April 2022, all as Portfolio Manager at NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI), 2021–2022.
The 3 reported transactions were 3 open-market purchases.
Counted by filing, the open-market trades come to 3 purchases worth about $31K and no sales.
The largest open-market purchase was 1,000 shares of MEGI at an average $17.97 on April 28, 2022, about $18K. Twelve months later MEGI was down 16%.
Shares as reported in the last Form 4 for each company; the most recent is from April 2022. 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 28, 2022 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 1,000 | $17.97 | $17,966.50 | +153.8% | -10.7% | -15.8% | |
| Dec 16, 2021 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 150 | $18.19 | $2,727.81 | +30.0% | -0.8% | -17.4% | |
| Oct 28, 2021 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 500 | $20.01 | $10,002.50 | New | -2.0% | -30.9% |