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US INSIDER PROFILE · NON-SCORING RESEARCH
MCDANIEL CONNIE D
Director
Identity: SEC reporting-owner CIK · Reporting-owner CIK: 0001101225
Purchase history
- Companies traded
- 6
- Purchases · 12M
- 6
- Purchases · 24M
- 12
- Average purchase
- $5.7K
- Median purchase
- $5.5K
- Gross purchase value
- $68.3K
Companies: Virtus Convertible & Income Fund | Virtus Convertible & Income Fund II | Virtus Diversified Income & Convertible Fund | Virtus Dividend, Interest & Premium Strategy Fund | Virtus Equity & Convertible Income Fund | Virtus Stone Harbor Emerging Markets Income Fund
12 SEC accession(s) · 0 joint-owner event(s). Values are reported Form 4 transaction values in USD.
Qualifying purchase disclosures
| Published | Company | Ticker | Role | Reported value | SEC source |
|---|---|---|---|---|---|
| 2026-08-24 | Virtus Stone Harbor Emerging Markets Income Fund | EDF | Director | $7.1K | Open filing |
| 2026-08-24 | Virtus Equity & Convertible Income Fund | NIE | Director | $6.5K | Open filing |
| 2026-08-24 | Virtus Dividend, Interest & Premium Strategy Fund | NFJ | Director | $5.5K | Open filing |
| 2026-08-20 | Virtus Convertible & Income Fund | NCV | Director | $6.0K | Open filing |
| 2026-08-20 | Virtus Convertible & Income Fund II | NCZ | Director | $6.0K | Open filing |
| 2026-08-20 | Virtus Diversified Income & Convertible Fund | ACV | Director | $6.0K | Open filing |
| 2025-09-16 | Virtus Stone Harbor Emerging Markets Income Fund | EDF | Director | $5.5K | Open filing |
| 2025-06-18 | Virtus Diversified Income & Convertible Fund | ACV | Director | $5.2K | Open filing |
| 2025-06-18 | Virtus Dividend, Interest & Premium Strategy Fund | NFJ | Director | $5.2K | Open filing |
| 2025-06-18 | Virtus Convertible & Income Fund | NCV | Director | $5.0K | Open filing |
| 2025-06-18 | Virtus Equity & Convertible Income Fund | NIE | Director | $5.2K | Open filing |
| 2025-06-18 | Virtus Convertible & Income Fund II | NCZ | Director | $5.2K | Open filing |
Post-purchase outcomes
Excess return = stock return − S&P 500 ETF (SPY adjusted close) return. Returns start on the first shared trading session on or after publication.
| Period | Completed events | Price coverage | Hit rate | Median excess return | Average excess return | Worst excess return |
|---|---|---|---|---|---|---|
| 5D | 2Small Sample | 16.7% (2/12) | 50.0% (1/2) | -0.1% | -0.1% | -1.2% |
| 20D | 2Small Sample | 16.7% (2/12) | 0.0% (0/2) | -2.7% | -2.7% | -4.0% |
| 60D | 1Small Sample | 16.7% (1/6) | 100.0% (1/1) | +1.1% | +1.1% | +1.1% |
| 120D | 1Small Sample | 16.7% (1/6) | 100.0% (1/1) | +10.0% | +10.0% | +10.0% |
Research patterns
- First purchase in 12M
- 5/6
- Large purchase ≥ $100k
- 0/12
- Cluster buying · 15D
- 0/12
- Buying the dip
- 0/2
Routine / opportunistic: Not classifiable. These labels never affect the score or ranking.
Small samples remain visible but are not scored. This research enrichment never affects US-v1.1.