| 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 |
|---|---|---|---|---|---|---|---|---|---|
See Remarks
1 company
Meggers Julie Ann serves as a See Remarks at PDO. Across recent SEC filings that breaks down to 3 buys and 0 sells. Those positions are worth an estimated $564K at current prices.
Historically, Meggers Julie Ann's trades have earned a below-average insider score of 26/100 across 3 rated trades. Over a 12-month horizon, 0.0% of those trades were profitable, with an average 12-month return of -10.7%.
The biggest single holding is PDO (~$564K) as See Remarks. Net of sales, the recent Form 4 record there shows accumulation of 39,500 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 14, 2022 | PDO Pimco Dynamic Income Opportunities Fund | See Remarks | Buy | 20,000 | $14.29 | $285,718.00 | +102.6% | -11.1% | -13.7% | |
| Aug 5, 2022 | PDO Pimco Dynamic Income Opportunities Fund | See Remarks | Buy | 6,500 | $15.42 | $100,222.20 | +50.0% | -10.6% | -5.6% | |
| Mar 23, 2022 | PDO Pimco Dynamic Income Opportunities Fund | See Remarks | Buy | 13,000 | $16.76 | $217,941.10 | New | -15.7% | -12.8% |