Held David

Officer

Identity: SEC reporting-owner CIK · Reporting-owner CIK: 0001870552

Purchase history

Companies traded: 2
Purchases · 12M: 2
Purchases · 24M: 3
Average purchase: $4.7K
Median purchase: $4.0K
Gross purchase value: $14.1K

Companies: BCP Investment Corp | Mount Logan Capital Inc. | Portman Ridge Finance Corp

3 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
2026-08-20	Mount Logan Capital Inc.	MLCI	Officer	$3.2K	Open filing
2026-03-24	BCP Investment Corp	BCIC	Officer	$6.9K	Open filing
2025-05-15	Portman Ridge Finance Corp	PTMN	Officer	$4.0K	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	1Small Sample	33.3% (1/3)	100.0% (1/1)	+1.4%	+1.4%	+1.4%
20D	1Small Sample	33.3% (1/3)	0.0% (0/1)	-1.2%	-1.2%	-1.2%
60D	1Small Sample	50.0% (1/2)	0.0% (0/1)	-13.3%	-13.3%	-13.3%
120D	1Small Sample	50.0% (1/2)	0.0% (0/1)	-14.6%	-14.6%	-14.6%

Research patterns

First purchase in 12M: 1/2
Large purchase ≥ $100k: 0/3
Cluster buying · 15D: 3/3
Buying the dip: 1/1

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.