Insider · SEC Form 4 filer

David Held

Companies

Where they file as an insider

Mount Logan Capital (MLCI) Chief Compliance Officer Latest filing Aug 19, 2026
BCP Investment (BCIC) Chief Compliance Officer Latest filing Mar 23, 2026

Track record

Did their buys beat the typical stock?

Open-market buys3
Quarters checked 6 months later1
Beat the typical stock —
Quarters too new to check1

Too soon to tell. 1 quarter has finished so far. We show a record once 3 have.

Mount Logan Capital (MLCI) Bought Aug 19, 2026 · $3.21K · 946 shares Too new Too new. Its 6-month check uses prices as of Mar 31, 2027.
BCP Investment (BCIC) Bought Mar 23, 2026 · $6.89K · 938 shares Behind typical Mar 31, 2026 $7.52 → Sep 30, 2026 $6.79 · −9.7% (typical stock +1.7%)
Portman Ridge Finance (PTMN) Bought May 13, 2025 · $3.96K · 320 shares Not counted Not counted. We have no fund price for this stock on both Jun 30, 2025 and Dec 31, 2025.

Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.

Past results. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist