undamentalytics Newsletter

Stellus Capital Investment Corp insider trading

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

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Stellus Capital Investment Corp insider open-market trades
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 Stellus Capital Investment Corp’s insiders pay?

From August 27, 2013 to June 25, 2026, 12 insiders reported 82 open-market purchases and 9 sales not made under a pre-set plan in Stellus Capital Investment Corp. Twelve months after each purchase was reported, the shares were +8.8% against the S&P 500 on average (median +5.5%), over 78 purchases with a full year of prices; 58% beat the index. After sales, the shares moved −18.2% 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 March 14, 2014 into $38,471 by November 2, 2026, +11.3% a year. It held shares 77% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $47,776 (+13.2% a year), and held throughout $50,690 (+13.7%).

$0$20.0k$40.0k 2014201620182020202220242026 $50.7k$47.8k$38.5k
Copying Stellus Capital Investment Corp's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Stellus Capital Investment Corp's insiders from March 14, 2014, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 77% of the time.
Stellus Capital Investment Corp: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Ladd Robert T. President and CEO 29 +6.2% (28) 54% 0 — March 17, 2026
D'angelo Dean Director 21 +8.2% (21) 57% 0 — June 21, 2022
Bilger Bruce R Director 15 +16.0% (14) 64% 1 −27.0% (1) March 17, 2026
Davis Joshua T. Director 9 +10.7% (9) 56% 0 — March 20, 2020
Shaw David E 10% owner 0 — — 4 −16.7% (4) September 9, 2013
Arnoult J Tim Director 3 +11.2% (2) 100% 0 — June 25, 2026
D. E. Shaw & Co, L.P. 10% owner 0 — — 2 −22.2% (2) August 15, 2014
Huskinson W. Todd CFO and CCO 2 −6.6% (1) 0% 0 — March 17, 2026
Ladd Robert President and CEO 2 +4.9% (2) 100% 0 — August 26, 2015
D. E. Shaw Direct Capital, L.L.C. Other 0 — — 1 −6.8% (1) May 29, 2015
Dc Funding Spv 2, L.L.C. 10% owner 0 — — 1 −18.4% (1) September 12, 2013
Keglevic Paul Director 1 −0.3% (1) 0% 0 — June 26, 2015

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 Stellus Capital Investment Corp

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Stellus Capital 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 7 buying crowds with six months of prices, it averaged −7.8% against the index. After 1 selling crowd, −10.2%. 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, 20263 buying−19.4%−31.5%not yet
June 30, 20223 buying+13.6%+22.4%+22.6%
March 31, 20205 buying−20.3%−1.1%+37.8%
December 31, 20183 buying−2.5%−7.7%−10.3%
June 30, 20172 buying−2.4%−10.7%−8.6%
August 31, 20155 buying−9.7%−22.6%+1.1%
March 31, 20144 buying−0.5%−3.5%−19.7%
September 30, 20133 selling−8.8%−10.2%−16.8%

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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