| 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
Joseph P Smith is President & CEO at IGR and has filed Form 4s across 2 companies. From October 2021 to December 2025, the filings on record show 29 open-market purchases and 0 sales. Joseph P Smith's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $1.5M at current prices.
Historically, Joseph P Smith'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 (~$1.3M) as President & CEO. Net of sales, the IGR filings show accumulation of 47,366 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 22, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 1,804 | $6.64 | $11,986.96 | +4.3% | -7.0% | -24.4% | |
| Sep 20, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 2,912 | $6.87 | $20,002.88 | +7.5% | -12.4% | -26.7% | |
| Sep 16, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 2,806 | $7.12 | $19,977.40 | +7.8% | -11.2% | -28.2% | |
| Jul 14, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 2,883 | $6.93 | $19,979.19 | +8.8% | -19.8% | -15.8% | |
| Jun 30, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 2,086 | $7.20 | $15,019.20 | +6.8% | -17.7% | -23.9% | |
| Jun 30, 2022 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 320 | $15.70 | $5,024.00 | +3.7% | -16.2% | -10.5% | |
| Jun 29, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 1,386 | $7.21 | $9,993.06 | +4.7% | -20.5% | -24.1% | |
| Jun 27, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 1,377 | $7.27 | $10,010.79 | +4.9% | -18.5% | -24.4% | |
| Jun 27, 2022 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 322 | $15.49 | $4,987.78 | +3.9% | -11.5% | -8.5% | |
| Jun 22, 2022 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 332 | $15.09 | $5,009.88 | +4.2% | +2.4% | -5.0% |