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buyWeak

JoEllen Legg bought $9,796 of UTG

director at REAVES UTILITY INCOME FUND. 294 shares at an average of $33.32, traded Nov 15, 2024, filed Nov 18, 2024.

Conviction score
23
Value
$9,796
294 shares
Holdings after
2,885
+11% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    Director
    +15
  • Trade size
    $10k at market
    0
  • Relative to holdings
    Holdings up 11%
    +3
  • Price context
    No price history yet
    0
  • Cluster
    No other insider buying within 14 days
    0
  • Repeat buying
    2 buys in 90 days
    +5
  • Track record
    Too few past buys to judge (0 with prices)
    0

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -7.2%, 3m +3.8%, 6m +6.6%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

UTGOct 12, 2026 · close 36.42
Since filing Nov 18, 2024: +22.7%SPY +35.3% · excess -12.7%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001422288-24-000005, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Nov 15, 2024POpen-market purchase
Reaves Utility Income Fund
+294$33.32$9,7962,885Nov 18, 2024

Related signals

Other insiders at REAVES UTILITY INCOME FUND and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
16Weak
UTGbuy 2
REAVES UTILITY INCOME FUND
Joseph Burns Rhame III
other
$21k
500 shares
+4%
31Weak
UTGbuy 2
REAVES UTILITY INCOME FUND
JoEllen Legg
director
$25k
580 shares
+16%
24Weak
UTGbuy
REAVES UTILITY INCOME FUND
Joseph Burns Rhame III
other
$102k
2,700 shares
+25%
24Weak
UTGbuy
REAVES UTILITY INCOME FUND
Joseph Burns Rhame III
other
$102k
2,700 shares
+25%
23Weak
UTGbuy
REAVES UTILITY INCOME FUND
JoEllen Legg
director
$9,813
298 shares
+10%
18Weak
UTGbuy
REAVES UTILITY INCOME FUND
JoEllen Legg
director
$9,789
300 shares
+13%
35Weak
UTGbuy
REAVES UTILITY INCOME FUND
JoEllen Legg
director
$50k
1,890 shares
-
43Moderate
UTGsell
REAVES UTILITY INCOME FUND
Thomas Michael Grimes
other
$360k
15,223 shares
-100%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

JoEllen Legg bought $9,796 of UTG | InsiderTell