| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 16, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 1,470 | $6.82 | $10,022.75 | +5.5% | +10.4% | -15.8% | |
| Jun 16, 2022 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 320 | $15.72 | $5,031.46 | +4.2% | +1.4% | -6.0% | |
| May 10, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 1,179 | $7.64 | $9,007.56 | +4.6% | +6.8% | -23.4% | |
| May 9, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 2,489 | $8.04 | $20,001.30 | +10.9% | +4.5% | -25.9% | |
| May 6, 2022 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 574 | $17.44 | $10,010.56 | +8.1% | -2.0% | -13.4% | |
| Mar 15, 2022 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 565 | $17.75 | $10,028.75 | +8.7% | -3.7% | -18.4% | |
| Mar 14, 2022 | IGR Cbre Global Real Estate Income Fund | President & CEO | Buy | 3,649 | $8.23 | $30,031.27 | +18.9% | -11.7% | -23.6% | |
| Dec 20, 2021 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 1,424 | $17.55 | $24,991.20 | +27.9% | +3.4% | -16.3% | |
| Oct 27, 2021 | MEGI Nyli Cbre Global Infrastructure Megatrends Term Fund | Portfolio Manager | Buy | 5,100 | $20.01 | $102,051.00 | New | -3.7% | -31.6% |