Held David
CIK 0001870552
Chief Compliance Officer
Filings
3
Latest Jun 3, 2026
Issuers covered
2
Showing
3 of 3
Page 1
Track record
2 of 2 open-market trades scored (100% price coverage). Returns are signed: a +10% move on a sale shows as -10% (insider was wrong).
| Horizon | Trades | Win rate | Avg | Median | Best | Worst |
|---|---|---|---|---|---|---|
| 30 days | 2 | 50% | +1.8% | +1.8% | +9.8% | -6.3% |
| 90 days | 1 | 0% | -1.1% | -1.1% | -1.1% | -1.1% |
| 180 days | 1 | 100% | +2.3% | +2.3% | +2.3% | +2.3% |
| 365 days | 1 | 0% | -36.3% | -36.3% | -36.3% | -36.3% |
Issuers
Companies where Held David has filed
| Ticker | Issuer | Filings | Last filed |
|---|---|---|---|
| PTMN | Portman Ridge Finance Corp | 2 | Mar 24, 2026 |
| MLCI | Mount Logan Capital Inc. | 1 | Jun 3, 2026 |
All filings
3 Form 4 / 4-A filings, newest first
| Filed | Top transaction | Shares | Price | Value | ||
|---|---|---|---|---|---|---|