| 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
7 companies
Burke Donald C serves as a Director at AVA and has filed Form 4s across 7 companies. Across recent SEC filings that breaks down to 5 buys and 1 sell. Those positions are worth an estimated $1.4M at current prices.
Historically, Burke Donald C's trades have earned a below-average insider score of 47/100 across 6 rated trades. Over a 12-month horizon, 50.0% of those trades were profitable, with an average 12-month return of -2.9%.
The biggest single holding is AVA (~$1.3M) as Director. The recent filings there lean toward selling, a net 2,400 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 1, 2023 | AVA Avista Corp | Director | Sell | 2,400 | $34.46 | $82,704.00 | -8.6% | -4.9% | +10.8% | |
| Jun 28, 2023 | NFJ Virtus Dividend, Interest & Premium Strategy Fund | Director | Buy | 1,244 | $12.06 | $14,999.99 | New | -5.6% | +2.6% | |
| Jun 28, 2023 | AIO Virtus Artificial Intelligence & Technology Opportunities Fund | Director | Buy | 832 | $18.04 | $15,000.00 | New | -9.5% | +19.8% | |
| Jun 28, 2023 | NIE Virtus Equity & Convertible Income Fund | Director | Buy | 720 | $20.85 | $15,000.01 | New | -4.2% | +12.3% | |
| Jan 23, 2023 | EDF Virtus Stone Harbor Emerging Markets Income Fund | Director | Buy | 1,000 | $5.36 | $5,360.00 | New | -15.0% | -16.4% | |
| Sep 21, 2022 | ZTR Virtus Total Return Fund Inc. | Director | Buy | 667 | $6.96 | $4,642.32 | +33.4% | -2.3% | -24.8% |