Dana Erikson is President & VP at HELIOS ADVANTAGE INCOME FUND, INC. (HAV). They have made 15 open-market trades across 10 companies since 2006, most recently 2016-12-05.
CIK 0001343866
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.
15 open-market purchases totalling $92K since 2006, never a sale. Across 5 scored buys the stock is down 0.1% at ninety days, and 0.4 points behind the S&P over the same stretch.
5 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 40% | 80% | 80% |
| Avg Move | -2.3% | -0.1% | -0.1% |
| Alpha | -106.2% | -0.4% | -0.4% |
| Scored | 5 | 5 | 5 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| HHY | BUY | 2010-12-06 | 2010-12-10 | $9.07 | $10K | -2.5% | +0.9% | +0.9% |
| HAV | BUY | 2009-09-21 | 2009-09-22 | $6.25 | $6K | N/A | N/A | N/A |
| HIH | BUY | 2009-09-18 | 2009-09-22 | $6.37 | $6K | N/A | N/A | N/A |
| HMH | BUY | 2009-09-18 | 2009-09-22 | $4.40 | $6K | +0.3% | +2.0% | +2.0% |
| HSA | BUY | 2009-09-18 | 2009-09-22 | $4.96 | $5K | N/A | N/A | N/A |
| HAV | BUY | 2009-09-18 | 2009-09-21 | $6.25 | $6K | N/A | N/A | N/A |
| HSA | BUY | 2009-03-25 | 2009-03-25 | $0.89 | $6K | N/A | N/A | N/A |
| HAV | BUY | 2009-03-25 | 2009-03-25 | $1.00 | $5K | N/A | N/A | N/A |
| HIH | BUY | 2009-03-25 | 2009-03-25 | $1.00 | $5K | N/A | N/A | N/A |
| HMH | BUY | 2009-03-25 | 2009-03-25 | $0.70 | $5K | +0.3% | +2.0% | +2.0% |
| RSF | BUY | 2008-10-09 | 2008-10-10 | $0.87 | $5K | -7.9% | -7.1% | -7.1% |
| RHY | BUY | 2008-10-09 | 2008-10-10 | $0.59 | $5K | N/A | N/A | N/A |
| RMA | BUY | 2008-10-09 | 2008-10-10 | $0.91 | $5K | N/A | N/A | N/A |
| RMH | BUY | 2008-10-09 | 2008-10-10 | $0.87 | $5K | N/A | N/A | N/A |
| ERC | BUY | 2006-07-24 | 2006-07-24 | $16.20 | $12K | -1.6% | +1.5% | +1.5% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.
| 8,400 |
| — |
| RMA | 5,500 | — |
| RMH | 5,700 | — |
| HAV | 3,100 | — |
| Total | $237K |
Shares reported on the most recent Form 4, priced at the 2016-12-06 close. 6 holdings could not be priced and are excluded from the total.