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US INSIDER PROFILE · NON-SCORING RESEARCH

WINKELRIED JON

10% Owner | Other

Identity: SEC reporting-owner CIK · Reporting-owner CIK: 0001366946

Purchase history

Companies traded
3
Purchases · 12M
5
Purchases · 24M
7
Average purchase
$43.7M
Median purchase
$25.0M
Gross purchase value
$306.2M

Companies: Odyssey Therapeutics, Inc. | Sionna Therapeutics, Inc. | TPG Twin Brook Capital Income Fund

7 SEC accession(s) · 7 joint-owner event(s). Values are reported Form 4 transaction values in USD.

Qualifying purchase disclosures

PublishedCompanyTickerRoleReported valueSEC source
2026-07-31TPG Twin Brook Capital Income Fund10% Owner$50.0MOpen filing
2026-07-01TPG Twin Brook Capital Income Fund10% Owner$100.0MOpen filing
2026-05-13Odyssey Therapeutics, Inc.ODTXOther$25.0MOpen filing
2026-02-02TPG Twin Brook Capital Income Fund10% Owner$10.0MOpen filing
2025-12-30TPG Twin Brook Capital Income Fund10% Owner$100.0MOpen filing
2025-07-01Sionna Therapeutics, Inc.SION10% Owner$950.4KOpen filing
2025-02-12Sionna Therapeutics, Inc.SION10% Owner$20.2MOpen 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.

PeriodCompleted eventsPrice coverageHit rateMedian excess returnAverage excess returnWorst excess return
5D1Small Sample14.3% (1/7)0.0% (0/1)-5.3%-5.3%-5.3%
20D1Small Sample14.3% (1/7)0.0% (0/1)-5.7%-5.7%-5.7%
60D1Small Sample16.7% (1/6)100.0% (1/1)+19.2%+19.2%+19.2%
120D0No Data0.0% (0/4)————

Research patterns

First purchase in 12M
2/6
Large purchase ≥ $100k
7/7
Cluster buying · 15D
7/7
Buying the dip
0/—

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.