Joseph Burns Rhame III files SEC Form 4 disclosures for REAVES UTILITY INCOME FUND. They have made 9 open-market trades across 1 company since 2019, most recently 2026-06-26.
CIK 0001717520
9 open-market purchases totalling $450K since 2019, never a sale. Across 9 scored buys the stock is down 5.0% at ninety days, and 6.2 points behind the S&P over the same stretch.
9 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| UTG | 14,673 | $515K |
Shares reported on the most recent Form 4, priced at the 2026-06-26 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 33% | 33% | 44% |
| Avg Move | -2.9% | -2.6% | -5.0% |
| Alpha | -1.9% | -2.0% | -6.2% |
| Scored | 9 | 9 | 9 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| UTG | BUY | 2026-06-26 | 2026-06-26 | $41.20 | $21K | -2.2% | -3.7% | -14.8% |
| UTG | BUY | 2025-10-23 | 2025-10-27 | $37.80 | $204K | -4.2% | -2.2% | -3.0% |
| UTG | BUY | 2023-03-15 | 2023-03-17 | $27.30 | $55K | +1.8% | +7.2% | +2.0% |
| UTG | BUY | 2023-02-14 | 2023-02-15 | $29.59 | $48K | -4.3% | -7.1% | -4.4% |
| UTG | BUY | 2022-09-30 | 2022-10-04 | $27.92 | $22K | -10.3% | -2.2% | +2.2% |
| UTG | BUY | 2022-09-21 | 2022-09-23 | $30.66 | $12K | -6.3% | -11.2% | -2.6% |
| UTG | BUY | 2020-02-26 | 2020-02-28 | $36.51 | $6K | -4.9% | -11.8% | +2.2% |
| UTG | BUY | 2019-12-30 | 2020-01-02 | $37.29 | $6K | +2.0% | +3.5% | -31.3% |
| UTG | BUY | 2019-08-02 | 2019-08-05 | $36.34 | $76K | +2.6% | +4.0% | +4.4% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.