undamentalytics Newsletter

Midcap Financial Investment Corp insider trading

Every open-market purchase and sale by Midcap Financial Investment Corp'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 Midcap Financial Investment Corp’s insiders pay?

From February 23, 2010 to March 12, 2025, 18 insiders reported 45 open-market purchases and 5 sales not made under a pre-set plan in Midcap Financial Investment Corp. Twelve months after each purchase was reported, the shares were −7.4% against the S&P 500 on average (median −8.9%), over 45 purchases with a full year of prices; 20% beat the index. After sales, the shares moved −1.5% 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 February 24, 2010 into $28,852 by November 2, 2026, +6.6% a year. It held shares 76% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $92,785 (+14.3% a year), and held throughout $91,695 (+14.2%).

$0$50.0k$100k 201020122014201620182020202220242026 $92.8k$91.7k$28.9k
Copying Midcap Financial Investment Corp's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Midcap Financial Investment Corp's insiders from February 24, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 76% of the time.
Midcap Financial Investment Corp: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Zelter James C Chief Executive Officer 7 −7.6% (7) 14% 0 — August 9, 2016
Stein Elliot Jr Director 4 −1.9% (4) 25% 1 −41.8% (1) March 13, 2020
Widra Howard Chief Executive Officer 5 −3.0% (5) 60% 0 — March 11, 2025
Goldthorpe Edward J. President 4 −14.5% (4) 0% 0 — August 11, 2015
Hunt Gregory W. CFO & TREASURER 4 −7.2% (4) 25% 0 — December 18, 2015
Peteka Richard CFO and Treasurer 4 −9.0% (4) 0% 0 — August 8, 2011
Puleo Frank C Director 4 −10.4% (4) 0% 0 — August 16, 2016
Pearlman Emanuel R Director 3 −22.8% (3) 0% 0 — March 12, 2025
Ackermann Hilary E. Director 2 +3.1% (2) 50% 0 — August 22, 2016
Loeb Jeanette W Director 2 −12.2% (2) 0% 0 — March 5, 2014
Matas Barbara Ruth Director 1 −5.0% (1) 0% 1 +8.8% (1) December 15, 2020
Reinfrank Rudolph R Director 2 −8.1% (2) 0% 0 — August 10, 2015
Dalton Patrick J President & COO 1 −10.9% (1) 0% 0 — April 28, 2010
Hannan John J Director 1 +10.5% (1) 100% 0 — June 14, 2023
Mcnulty Ted Aymond JR. President 0 — — 1 +14.2% (1) March 14, 2023
Patrick Eileen M EVP of Corporate Strategy 1 +16.8% (1) 100% 0 — February 13, 2012
Powell Tanner Chief Executive Officer 0 — — 1 +14.2% (1) March 14, 2023
Spielvogel Carl Director 0 — — 1 −2.9% (1) June 14, 2013

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 Midcap Financial Investment Corp

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Midcap Financial Investment Corp 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 8 buying crowds with six months of prices, it averaged −1.7% 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
March 31, 20252 buying−11.0%−20.9%−19.8%
December 31, 20202 buying+27.0%+21.5%+4.9%
March 31, 20202 buying+27.4%+2.6%+76.3%
August 31, 20165 buying+1.2%−0.6%−10.1%
August 31, 20155 buying−5.4%−14.3%−3.2%
March 31, 20143 buying+0.9%−2.7%−10.3%
June 29, 20124 buying−1.0%+7.6%−9.3%
April 30, 20102 buying−7.6%−6.6%−8.8%

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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