EVF
−$25.04M
1,022 sh @ $24,500
UBS Group AG
10% Owner · SEC CIK 1610520
Insider at
EVF Eaton Vance Senior Income Trust
EVV EATON VANCE LTD DURATION INCOME FUND
EFR EATON VANCE SENIOR FLOATING RATE TRUST
GLST Global Star Acquisition Inc.
NDRA ENDRA Life Sciences Inc.
VLCN Volcon, Inc.
GDV GABELLI DIVIDEND & INCOME TRUST
GAB GABELLI EQUITY TRUST INC
GGT GABELLI MULTIMEDIA TRUST INC.
EDBL Edible Garden AG Inc
PZC PIMCO CALIFORNIA MUNICIPAL INCOME FUND III
PYN PIMCO NEW YORK MUNICIPAL INCOME FUND III
PTY PIMCO CORPORATE & INCOME OPPORTUNITY FUND
PNI PIMCO NEW YORK MUNICIPAL INCOME FUND II
PNF PIMCO NEW YORK MUNICIPAL INCOME FUND
PMX PIMCO MUNICIPAL INCOME FUND III
PML PIMCO MUNICIPAL INCOME FUND II
PMF PIMCO MUNICIPAL INCOME FUND
PHK PIMCO HIGH INCOME FUND
PFN PIMCO Income Strategy Fund II
PFL PIMCO INCOME STRATEGY FUND
PCQ PIMCO CALIFORNIA MUNICIPAL INCOME FUND
PCN PIMCO CORPORATE & INCOME STRATEGY FUND
PCK PIMCO CALIFORNIA MUNICIPAL INCOME FUND II
LEO BNY MELLON STRATEGIC MUNICIPALS, INC.
DSM BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.
DMF BNY MELLON MUNICIPAL INCOME, INC.
MMU WESTERN ASSET MANAGED MUNICIPALS FUND INC.
MNP WESTERN ASSET MUNICIPAL PARTNERS FUND INC.
SBI WESTERN ASSET INTERMEDIATE MUNI FUND INC.
NCZ Virtus Convertible & Income Fund II
NCV Virtus AllianzGI Convertible & Income Fund
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Buy track record
How this insider's open-market purchases have performed38%
of buys now in profit
3 up · 5 down
Avg return since buy−46.2%
Median return−87.2%
Best trade+34.8%
Worst trade−100.0%
Buys scored8 (+3 n/a)
Average return by holding period — separates good entry timing from riding one long winner
After 1 month
−45.0%
0% won · 8 trades
After 3 months
−47.6%
0% won · 8 trades
After 6 months
−54.2%
38% won · 8 trades
After 12 months
−59.8%
0% won · 8 trades
| Date | Company | 90d trend | Buy price | Value | ΔOwn | 1M | 3M | 6M | 12M | To date |
|---|---|---|---|---|---|---|---|---|---|---|
| Aug 27, 2024 | NDRA | $1 | $2.1K | +2.6% | −59.1% | −66.0% | −75.4% | −76.9% | −74.4% | |
| Apr 25, 2024 | EDBL | $6 | $1.8K | +0.9% | −71.5% | −78.5% | −96.5% | −98.8% | −100.0% | |
| Apr 25, 2024 | EDBL | $6 | $4.3K | +2.0% | −71.5% | −78.5% | −96.5% | −98.8% | −100.0% | |
| Apr 25, 2024 | EDBL | $6 | $6 | — | −71.5% | −78.5% | −96.5% | −98.8% | −100.0% | |
| Apr 25, 2024 | EDBL | $6 | $12 | — | −71.5% | −78.5% | −96.5% | −98.8% | −100.0% | |
| Feb 5, 2021 | NCV | $6 | $1.4K | +0.1% | −4.9% | −0.2% | +9.3% | −2.2% | +34.8% | |
| Feb 5, 2021 | NCV | $6 | $933 | +0.1% | −4.9% | −0.2% | +9.3% | −2.2% | +34.8% | |
| Feb 5, 2021 | NCV | $6 | $294 | — | −4.9% | −0.2% | +9.3% | −2.2% | +34.8% |
How this is calculated. We score only open-market purchases (SEC code
P) — the buys that carry real signal. Each trade's return is measured from the adjusted closing price on the purchase date to the latest close, accounting for stock splits and dividends. The 1M/3M/6M/12M columns show the same trade's return after each fixed holding period; a dash means that horizon hasn't elapsed yet or isn't priceable. Sales are excluded because insiders sell for many routine reasons. With only 8 scored trades, treat this as a small sample, not a verdict.
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Open-market buys
$11.3K
11 trades
Open-market sells
$3.83M
33 trades
Net flow
−$3.82M
Net selling
Total filings
75
transactions shown
Full transaction history
All Form 4 activity across every company, newest firstEVV
−$126.13M
5,148 sh @ $24,500
EFR
−$48.34M
1,973 sh @ $24,500
GLST
−$768
100 sh @ $8
NDRA
Ubs Group Ag, NDRA's 10% owner, spent $2.1K of their own money on 3,715 shares at $1, growing their stake 3%.
+$2.1K
3,715 sh @ $1
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VLCN
+$453
100 sh @ $5
VLCN
+$23
5 sh @ $5
VLCN
−$110
25 sh @ $4
VLCN
−$4
1 sh @ $4
VLCN
−$13
3 sh @ $4
VLCN
−$12
3 sh @ $4
VLCN
−$820
200 sh @ $4
VLCN
−$66
16 sh @ $4
VLCN
−$205
50 sh @ $4
VLCN
−$431
105 sh @ $4
VLCN
+$4
1 sh @ $4
VLCN
−$444
100 sh @ $4
VLCN
−$886
200 sh @ $4
VLCN
−$62
14 sh @ $4
VLCN
−$217
49 sh @ $4
VLCN
−$57
13 sh @ $4
VLCN
−$439
100 sh @ $4
VLCN
−$442
100 sh @ $4
VLCN
−$884
200 sh @ $4
VLCN
−$367
83 sh @ $4
GDV
−$975K
39 sh @ $25,000
GAB
−$450K
18 sh @ $25,000
GDV
−$150K
6 sh @ $25,000
GGT
−$100K
4 sh @ $25,000
GDV
−$475K
19 sh @ $25,000
Frequently asked questions
How is UBS Group AG's win rate calculated?
We take every open-market purchase (SEC code P) we can match to a stock price, then compare the split- and dividend-adjusted price on the purchase date to the most recent close. The win rate is the share of those buys currently trading above the purchase price. Sales and share grants are not scored.
Why are some buys not included in the score?
A purchase is excluded if we can't price it — for example if the ticker is missing from the filing, the company has been delisted, or the security isn't a common stock we can match to market data. Excluded counts are shown next to the scored total.
What do the 1M / 3M / 6M / 12M columns mean?
They show each purchase's return after a fixed holding period — one, three, six, and twelve months from the buy date — using split- and dividend-adjusted prices. This separates good entry timing from simply holding a long-running winner. A dash means that horizon hasn't elapsed yet for that trade, or the stock couldn't be priced at that date.
Does a high win rate mean I should copy this insider?
No. Past performance does not predict future results, sample sizes are often small, and an insider's edge in their own company doesn't transfer to yours. This is context, not a recommendation. InsiderSource is not investment advice.
Where does this data come from?
Trades come from UBS Group AG's SEC Form 4 filings on EDGAR. Prices come from public market data and are split/dividend-adjusted. Always verify against the original filings before acting.