Investcorp Credit Management BDC, Inc. insider trading

Every open-market purchase and sale by Investcorp Credit Management BDC, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No open-market insider trades reported in the last five years.

Does following Investcorp Credit Management BDC, Inc.’s insiders pay?

From May 20, 2014 to December 11, 2024, 15 insiders reported 88 open-market purchases and 6 sales not made under a pre-set plan in Investcorp Credit Management BDC, Inc. Twelve months after each purchase was reported, the shares were −21.6% against the S&P 500 on average (median −27.0%), over 71 purchases with a full year of prices; 20% beat the index. After sales, the shares moved −9.8% 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 May 21, 2014 into $14,106 by November 2, 2026, +2.8% a year. It held shares 53% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $23,148 (+7.0% a year), and held throughout $49,274 (+13.7%).

Copying Investcorp Credit Management BDC, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Investcorp Credit Management BDC, Inc.'s insiders from May 21, 2014, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 53% of the time.

Investcorp Credit Management BDC, Inc.: each insider's record
Insider	Role	Purchases	12 months after their purchases	Beat the S&P 500	Sales	12 months after their sales	Latest report
Investcorp S.A.	10% owner	15	−42.7% (11)	0%	0	—	May 4, 2020
Mauer Michael	Chief Executive Officer	11	−6.1% (10)	30%	3	−14.7% (3)	March 11, 2020
Investcorp Bdc Holdings Ltd	10% owner	13	−38.6% (10)	0%	0	—	May 12, 2020
Sipco Holdings Ltd	10% owner	12	−39.5% (7)	0%	0	—	April 24, 2020
Jansen Christopher E	President and Secretary	10	−2.9% (10)	30%	0	—	December 3, 2015
Investcorp Credit Management US LLC	10% owner	9	−35.5% (6)	17%	0	—	August 31, 2021
Ryder Robert P	Director	7	−1.7% (7)	43%	0	—	December 11, 2015
Kuppenheimer Stephan	Director	3	−4.6% (3)	33%	0	—	November 24, 2014
Lee Keith	Director	2	−2.9% (2)	50%	1	−6.3% (1)	December 16, 2015
Cyrus Capital Partners, L.P.	10% owner	0	—	—	2	+1.6% (1)	May 9, 2022
Delguercio Rocco	See Remarks	2	−15.8% (2)	50%	0	—	September 2, 2021
Agarwal Jai	CFO and Treasurer	1	−8.8% (1)	0%	0	—	September 16, 2014
Persily Julie	Director	1	+14.9% (1)	100%	0	—	December 16, 2014
Shaikh Suhail A.	President & CEO	1	—	—	0	—	December 11, 2024
Sullivan Thomas J.	Director	1	−40.4% (1)	0%	0	—	December 20, 2019

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 Investcorp Credit Management BDC, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Investcorp Credit Management BDC, Inc. 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 5 buying crowds with six months of prices, it averaged −12.6% against the index. One company's history is too short to judge by; the test across every company is the better guide.

Month	Crowd	3 months on, vs S&P 500	6 months	12 months
September 30, 2021	2 buying	−18.1%	−5.2%	−10.3%
October 31, 2019	4 buying	+2.3%	−26.9%	−55.0%
September 30, 2015	3 buying	−6.7%	−21.8%	−11.3%
September 30, 2014	5 buying	−23.2%	+3.2%	−9.3%
May 30, 2014	3 buying	−4.7%	−12.1%	−2.5%

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.

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