Carlton Neel is SVP & Portfolio Manager at ZWEIG TOTAL RETURN FUND INC (ZTR). They have made 22 open-market trades across 2 companies since 2008, most recently 2015-04-15.
CIK 0001289714
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
22 open-market purchases totalling $1.6M since 2008, never a sale. Across 22 scored buys the stock is up 0.3% at ninety days, and 0.0 points ahead of the S&P over the same stretch.
22 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 50% | 100% | 100% |
| Avg Move | -3.4% | +0.3% | +0.3% |
| Alpha | -4.3% | +0.0% | +0.0% |
| Scored | 22 | 22 | 22 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| ZF | BUY | 2015-04-15 | 2015-04-16 | $15.34 | $12K | -6.8% | +0.2% | +0.2% |
| ZTR | BUY | 2015-04-14 | 2015-04-15 | $13.69 | $96K | +0.1% | +0.3% | +0.3% |
| ZTR | BUY | 2014-10-28 | 2014-10-29 | $13.72 | $31K | +0.1% | +0.3% | +0.3% |
| ZF | BUY | 2014-10-28 | 2014-10-29 | $14.88 | $3K | -6.8% | +0.2% | +0.2% |
| ZF | BUY | 2014-10-17 | 2014-10-20 | $14.17 | $156K | -6.8% | +0.2% | +0.2% |
| ZTR | BUY | 2014-10-17 | 2014-10-20 | $13.19 | $66K | +0.1% | +0.3% | +0.3% |
| ZF | BUY | 2013-05-06 | 2013-05-07 | $13.04 | $91K | -6.8% | +0.2% | +0.2% |
| ZTR | BUY | 2013-04-29 | 2013-04-30 | $12.97 | $65K | +0.1% | +0.3% | +0.3% |
| ZF | BUY | 2013-04-29 | 2013-04-30 | $12.72 | $26K | -6.8% | +0.2% | +0.2% |
| ZTR | BUY | 2013-04-12 | 2013-04-15 | $12.96 | $65K | +0.1% | +0.3% | +0.3% |
| ZF | BUY | 2013-04-12 | 2013-04-15 | $12.85 | $64K | -6.8% | +0.2% | +0.2% |
| ZF | BUY | 2013-04-11 | 2013-04-12 | $12.88 | $3K | -6.8% | +0.2% | +0.2% |
| ZTR | BUY | 2013-04-10 | 2013-04-11 | $12.87 | $193K | +0.1% | +0.3% | +0.3% |
| ZTR | BUY | 2013-04-09 | 2013-04-10 | $12.87 | $39K | +0.1% | +0.3% | +0.3% |
| ZF | BUY | 2013-04-05 | 2013-04-08 | $12.80 | $1K | -6.8% | +0.2% | +0.2% |
| ZTR | BUY | 2013-04-04 | 2013-04-05 | $12.94 | $65K | +0.1% | +0.3% | +0.3% |
| ZTR | BUY | 2013-04-03 | 2013-04-05 | $12.99 | $130K | +0.1% | +0.3% | +0.3% |
| ZF | BUY | 2013-04-03 | 2013-04-05 | $12.90 | $323K | -6.8% | +0.2% | +0.2% |
| ZF | BUY | 2012-12-17 | 2012-12-19 | $12.00 | $73K | -6.8% | +0.2% | +0.2% |
| ZF | BUY | 2009-03-10 | 2009-03-11 | $2.16 | $31K | -6.8% | +0.2% | +0.2% |
| ZTR | BUY | 2009-03-10 | 2009-03-11 | $2.68 | $10K | +0.1% | +0.3% | +0.3% |
| ZTR | BUY | 2008-10-08 | 2008-10-10 | $3.10 | $40K | +0.1% | +0.3% | +0.3% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.