undamentalytics Newsletter
Sign in

Gladstone Investment Corporationde insider trading

Every open-market purchase and sale by Gladstone Investment Corporationde's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchases, 5 years $39,249 4 trades by 1 insider 3 months later: median +1.6% (−3.3% vs S&P 500) Insider sales, 5 years $0 0 trades by 0 insiders
Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Gladstone Investment Corporationde’s insiders pay?

From August 9, 2010 to August 19, 2026, 10 insiders reported 60 open-market purchases and 6 sales not made under a pre-set plan in Gladstone Investment Corporationde. Twelve months after each purchase was reported, the shares were +3.3% against the S&P 500 on average (median +2.6%), over 58 purchases with a full year of prices; 52% beat the index. After sales, the shares moved −5.9% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on August 10, 2010 into $51,687 by November 2, 2026, +10.7% a year. It held shares 78% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $44,794 (+9.7% a year), and held throughout $89,625 (+14.5%).

$0$25.0k$50.0k$75.0k 201020122014201620182020202220242026 $89.6k$51.7k$44.8k
Copying Gladstone Investment Corporationde's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Gladstone Investment Corporationde's insiders from August 10, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 78% of the time.
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Dullum David A R President 26 +5.2% (26) 58% 0 — August 8, 2023
Brubaker Terry Lee Chief Operating Officer 12 −1.2% (12) 42% 6 −5.9% (6) March 24, 2020
Gladstone David CEO 10 −0.9% (10) 40% 0 — September 11, 2019
Wilkinson Walter H Director 3 −2.2% (3) 33% 0 — February 7, 2023
Ritchie Taylor Chief Financial Officer 2 — — 0 — August 19, 2026
Ryan Julia Chief Financial Officer 2 +29.4% (2) 100% 0 — March 23, 2020
Watson David Hibbert CFO and Treasurer 2 +3.4% (2) 50% 0 — November 13, 2013
Licalsi Michael Asst. Secretary 1 +14.7% (1) 100% 0 — August 9, 2010
Merrick Caren D Director 1 −1.7% (1) 0% 0 — June 3, 2015
Reilly John Director 1 +10.1% (1) 100% 0 — February 4, 2011

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Gladstone Investment Corporationde

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Gladstone Investment Corporationde in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 12 buying crowds with six months of prices, it averaged +1.9% against the index. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
February 28, 20232 buying−10.1%−17.5%−13.2%
March 31, 20203 buying+14.1%−6.8%+14.2%
September 30, 20192 buying+1.6%−21.6%−32.5%
November 30, 20182 buying+16.7%+12.8%+42.2%
March 31, 20172 buying+3.4%+2.1%+9.8%
February 29, 20162 buying−4.6%+23.9%+20.9%
June 30, 20152 buying−4.8%+3.3%−2.7%
December 31, 20142 buying+8.6%+17.9%+19.6%
November 29, 20134 buying+5.4%−1.2%−10.1%
August 31, 20112 buying+9.8%+2.3%+3.5%
February 28, 20112 buying−11.6%−6.1%−3.9%
August 31, 20102 buying+20.8%+14.1%+9.0%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

← Back to Gladstone Investment Corporationde · Funds · Politicians