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buyWeak cluster of 2

JoEllen Legg bought $25k of UTG

director at REAVES UTILITY INCOME FUND. 580 shares at an average of $42.62, traded Jun 24, 2026, filed Jun 25, 2026.

Conviction score
31
Value
$25k
580 shares
Holdings after
4,096
+16% from before
From 52-week low
+23%
low $32.82, close $40.44
From 52-week high
-5%
high $42.55, as of Jun 24, 2026

Score components

  • Role
    Director
    +15
  • Trade size
    $25k at market
    0
  • Relative to holdings
    Holdings up 16%
    +3
  • Price context
    Near the top of the 52-week range
    0
  • Cluster
    2 insiders buying within 14 days
    +8
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Median 6-month excess return +8% over 3 past buys
    +5

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.

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 Jun 25, 2026: -10.5%SPY +6.2% · excess -16.7%

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 0001422288-26-000001, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Jun 24, 2026POpen-market purchase
Common Shares of Beneficial Interest
+580$42.62$25k4,096Jun 25, 2026

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%
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%
23Weak
UTGbuy
REAVES UTILITY INCOME FUND
JoEllen Legg
director
$9,796
294 shares
+11%
18Weak
UTGbuy
REAVES UTILITY INCOME FUND
JoEllen Legg
director
$9,789
300 shares
+13%
23Weak
UTGbuy
REAVES UTILITY INCOME FUND
JoEllen Legg
director
$9,823
310 shares
+16%
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 $25k of UTG | InsiderTell