James Bottiglieri files SEC Form 4 disclosures for Compass Diversified Trust. They have made 24 open-market trades across 2 companies since 2007, most recently 2024-01-18.
CIK 0001244794
24 open-market purchases totalling $2.2M since 2007, never a sale. Across 24 scored buys the stock is down 0.9% at ninety days, and 2.1 points behind the S&P over the same stretch.
24 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 25% | 71% | 75% |
| Avg Move | -3.0% | +0.2% | -0.9% |
| Alpha | -0.6% | -0.5% | -2.1% |
| Scored | 24 | 24 | 24 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| CODI | BUY | 2024-01-18 | 2024-01-19 | $21.40 | $219K | +1.5% | +4.6% | +2.6% |
| CODI | BUY | 2023-01-03 | 2023-01-05 | $19.13 | $219K | +6.9% | +17.0% | -2.7% |
| CODI | BUY | 2022-01-03 | 2022-01-05 | $30.93 | $199K | -8.2% | -9.7% | -16.5% |
| CODI | BUY | 2021-01-04 | 2021-01-05 | $19.62 | $199K | +3.7% | +3.6% | +13.2% |
| CODI | BUY | 2020-01-03 | 2020-01-06 | $25.58 | $199K | -3.3% | -7.6% | -44.2% |
| CODI | BUY | 2019-01-03 | 2019-01-07 | $13.31 | $199K | -2.4% | +5.0% | +11.1% |
| CODI | BUY | 2018-11-20 | 2018-11-20 | $15.18 | $38K | +1.6% | -15.9% | +3.8% |
| CODI | BUY | 2018-01-03 | 2018-01-05 | $17.24 | $163K | -4.3% | -6.0% | -6.3% |
| CODI | BUY | 2017-11-14 | 2017-11-15 | $16.63 | $83K | +1.8% | +0.0% | -1.8% |
| CODI | BUY | 2017-05-17 | 2017-05-18 | $16.24 | $49K | -1.2% | +3.4% | +5.2% |
| CODI | BUY | 2017-01-03 | 2017-01-05 | $18.16 | $82K | +0.3% | -2.8% | -6.2% |
| CODI | BUY | 2016-01-04 | 2016-01-06 | $15.98 | $153K | -5.5% | -4.6% | +3.1% |
| CODI | BUY | 2015-01-02 | 2015-01-06 | $16.20 | $57K | -4.5% | +1.1% | +1.1% |
| CODI | BUY | 2012-11-13 | 2012-11-15 | $14.00 | $49K | -4.5% | +1.1% | +1.1% |
| HRZN | BUY | 2012-09-12 | 2012-09-12 | $16.00 | $16K | -7.2% | +2.8% | +2.8% |
| HRZN | BUY | 2012-06-04 | 2012-06-04 | $15.31 | $8K | -7.2% | +2.8% | +2.8% |
| CODI | BUY | 2012-05-16 | 2012-05-17 | $12.80 | $32K | -4.5% | +1.1% | +1.1% |
| CODI | BUY | 2011-11-14 | 2011-11-14 | $12.72 | $38K | -4.5% | +1.1% | +1.1% |
| HRZN | BUY | 2011-05-19 | 2011-05-20 | $15.79 | $47K | -7.2% | +2.8% | +2.8% |
| CODI | BUY | 2011-05-12 | 2011-05-16 | $16.74 | $28K | -4.5% | +1.1% | +1.1% |
| CODI | BUY | 2010-05-13 | 2010-05-14 | $14.90 | $11K | -4.5% | +1.1% | +1.1% |
| CODI | BUY | 2009-11-12 | 2009-11-12 | $11.34 | $23K | -4.5% | +1.1% | +1.1% |
| CODI | BUY | 2008-12-05 | 2008-12-09 | $8.43 | $30K | -4.5% | +1.1% | +1.1% |
| CODI | BUY | 2007-05-08 | 2007-05-08 | $16.00 | $96K | -4.5% | +1.1% | +1.1% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.