| 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
6 companies
MacLeod James S serves as a Director at COSO and has filed Form 4s across 6 companies. Across recent SEC filings that breaks down to 12 buys and 0 sells. Those positions are worth an estimated $6.1M at current prices.
Historically, MacLeod James S's trades have earned a below-average insider score of 42/100 across 5 rated trades. Over a 12-month horizon, 20.0% of those trades were profitable, with an average 12-month return of -21.4%.
The biggest single holding is COSO (~$5.7M) as Director. Net of sales, the recent Form 4 record there shows accumulation of 10,334 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2026 | COSO Coastalsouth Bancshares, Inc. | Director | Buy | 334 | $27.99 | $9,350.26 | +0.2% | - | - | |
| Jul 2, 2025 | COSO Coastalsouth Bancshares, Inc. | Director | Buy | 10,000 | $21.50 | $215,000.00 | New | +1.4% | +24.8% | |
| Oct 1, 2021 | NCZ Virtus Convertible & Income Fund II | Director | Buy | 19,798 | $5.18 | $102,478.41 | +1,980% | -0.2% | -39.6% | |
| Oct 1, 2021 | NFJ Virtus Dividend, Interest & Premium Strategy Fund | Director | Buy | 6,207 | $14.76 | $91,584.29 | +620.7% | +8.7% | -23.9% | |
| Oct 1, 2021 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | Director | Buy | 2,050 | $26.83 | $55,004.17 | +102.5% | +6.3% | -28.2% | |
| Oct 1, 2021 | NCV Virtus Convertible & Income Fund | Director | Buy | 12,892 | $5.94 | $76,636.49 | +1,289% | -1.0% | -40.2% | |
| Dec 26, 2019 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | Director | Buy | 2,000 | $19.98 | $39,960.00 | New | - | - | |
| Dec 20, 2017 | NCZ Virtus Convertible & Income Fund II | Director | Buy | 1,000 | $6.20 | $6,200.00 | New | - | - | |
| Dec 20, 2017 | NCV Virtus Convertible & Income Fund | Director | Buy | 1,000 | $7.06 | $7,060.00 | New | - | - | |
| Dec 20, 2017 | NIE Virtus Equity & Convertible Income Fund | Director | Buy | 500 | $21.67 | $10,835.00 | +100.0% | - | - |