Paul Roman Capital

Institutional Form 4 Intelligence

Paul Roman Capital

Insider Terminal

High-conviction filings ranked by dollar size across equities, credit, funds and option-linked activity.

Filings
123
59 buys · 64 sells
Buy Volume
$232.89M
Sell Volume
$130.44M
Net Flow
+$102.45M
Lead BBD +$33.58M
Buy $232.89MFlow mixSell $130.44M
ALLBUYSSELLS
$100K+
Credit CEFs
Activenoise off

Bonds

$ rank
Showing
74
Perf 29/74
BBD
Bank Bradesco
Alvarez Denise AguiarB66CL
DirectorT+35
+$33.58M
−22.6%
α −18.4%
BUYAug 31
BBD
Bank Bradesco
Alvarez Rubens AguiarB70CL
DirectorT+38
+$32.04M
−23.5%
α −20.0%
BUYSep 1
LNBIX
Lincoln Bain Capital Total Credit Fund
Lincoln Financial Investments CorpD48
Major HolderT+4
+$25.00M
−0.5%~
5D n/a
BUYOct 15
LNBIX
Lincoln Bain Capital Total Credit Fund
Lincoln Financial Investments CorpD48
Major HolderT+4
+$25.00M
−1.2%~
5D n/a
BUYSep 17
CCD
Calamos Dynamic Convertible & Income Fund
Metlife Investment Management, LlcD38
Major HolderT+0
+$22.00M
−19.9%
α −15.8%
BUYAug 26
GBDC
Golub Capital Bdc
Golub David
C-SuiteT+4
−$21.89M
−3.3%
α +1.6%
SELLAug 7
GBDC
Golub Capital Bdc
Golub Lawrence E
DirectorT+4
−$21.89M
−3.3%
α +1.6%
SELLAug 7
CHW
Calamos Global Dynamic Income Fund
Metlife Investment Management, LlcD38
Major HolderT+0
+$11.00M
−10.4%
α −6.4%
BUYAug 26
CHI
Calamos Convertible Opportunities & Income Fund
Metlife Investment Management, LlcF34
Major HolderT+0
+$8.63M
−17.7%
α −13.7%
BUYAug 26
BNY
Bank of New York Mellon
Vince Robin A.
C-SuiteT+2
−$7.39M
+0.4%
α +4.3%
SELLOct 26
CHY
Calamos Convertible & High Income Fund
Metlife Investment Management, LlcF34
Major HolderT+0
+$7.25M
−17.2%
α −13.2%
BUYAug 26
GSHD
Goosehead Insurance
Durable Capital Partners LpC58
Major HolderT+2
+$7.10M
+21.4%
α +26.3%
BUYSep 22
BBD
Bank Bradesco
De Oliveira Andre Luis DuarteC62CL
OfficerT+3
+$6.71M
−25.9%
α −22.5%
BUYSep 18
ARDC
Ares Dynamic Credit Allocation Fund
Thrivent Financial For LutheransD48
Major HolderT+2
+$6.00M
−4.9%
α −1.5%
BUYSep 14
BBD
Bank Bradesco
Alvarez Denise AguiarC56CL
DirectorT+41
+$5.76M
−21.8%
α −17.8%
BUYAug 25
KBDC
Kayne Anderson Bdc
Robo James LC50
DirectorT+2
+$5.21M
−4.8%
α −1.4%
BUYSep 14
CUBI
Customers Bancorp
Sidhu Jay S
C-SuiteT+4
−$4.37M
−3.2%
α +1.3%
SELLOct 29
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Amg New York Holdings Corp.D46
Major HolderT+2
+$3.20M
−0.5%
α +3.3%
BUYSep 29
SCISX
Ma Specialty Credit Income Fund
Ma Eagle Ii Holdings FundD40
Major HolderT+4
+$2.40M
−0.3%
α +3.3%
BUYOct 16
BBD
Bank Bradesco
Alvarez Denise AguiarC52CL
DirectorT+4
+$2.35M
−25.9%
α −22.5%
BUYSep 18
KBDC
Kayne Anderson Bdc
Robo James LD46
DirectorT+2
+$1.91M
−4.8%
α −0.8%
BUYSep 28
BBD
Bank Bradesco
Paris Roberto De JesusC58CL
OfficerT+4
+$1.74M
−25.9%
α −22.5%
BUYSep 18
KBDC
Kayne Anderson Bdc
Robo James LD46
DirectorT+1
+$1.50M
—
5D —
BUYSep 22
TPVG
Triplepoint Venture Growth Bdc
Labe JamesC54
C-SuiteT+4
+$1.48M
—
5D —
BUYSep 18
TPVG
Triplepoint Venture Growth Bdc
Srivastava Sajal
C-SuiteT+4
−$1.48M
—
5D —
SELLSep 18
CACC
Credit Acceptance
Tryforos Thomas ND40
DirectorT+2
+$1.46M
—
5D —
BUYNov 2
BBD
Bank Bradesco
Fernandes Oswaldo TadeuC58CL
OfficerT+4
+$1.43M
−25.9%
α −22.5%
BUYSep 18
KBDC
Kayne Anderson Bdc
Robo James LD46
DirectorT+1
+$1.37M
—
5D —
BUYSep 24
BCBP
Bcb Bancorp Inc
Obrien Thomas MB66CL
C-SuiteT+4
+$1.24M
—
5D —
BUYSep 18
BBD
Bank Bradesco
Ramalho Miranda Jose AugustoC58CL
OfficerT+4
+$1.15M
−25.9%
α −22.5%
BUYSep 18
BBD
Bank Bradesco
Machado Silvana RosaC58CL
OfficerT+4
+$1.12M
−25.9%
α −22.5%
BUYSep 18
DSM
Bny Mellon Strategic Municipal Bond Fund
Saba Capital Management, L.P.F34
Major HolderT+4
+$1.10M
—
5D —
BUYOct 16
BBD
Bank Bradesco
Marcilio Juliano RibeiroC54CL
OfficerT+4
+$1.09M
−25.9%
α −22.5%
BUYSep 18
BBD
Bank Bradesco
Favarao Vinicius UriasC54CL
OfficerT+4
+$1.09M
−25.9%
α −22.5%
BUYSep 18
BBD
Bank Bradesco
De Souza Cintia Scovine BarcelosC58CL
OfficerT+3
+$1.08M
−25.9%
α −22.5%
BUYSep 18
BXMT
Blackstone Mortgage Trust
Johnson Timothy StevenB66CL
C-SuiteT+1
+$1.04M
—
5D —
BUYNov 4
PFLEX
Pimco Flexible Credit Income Fund
Steiner Jason RobertD36
OfficerT+2
+$1.01M
—
5D —
BUYSep 2
BBASX
Amg Bbh Asset-Backed Credit Fund, LLC
Brown Brothers Harriman & CoD42
Major HolderT+1
+$800K
−0.5%
α +3.3%
BUYSep 29
EIM
Eaton Vance Municipal Bond Fund
Brandon Craig R
OfficerT+1
−$799K
—
5D —
SELLSep 17
MXF
Mexico Equity & Income Fund Inc
Saba Capital Management, L.P.F30
Major HolderT+4
+$787K
—
5D —
BUYOct 29
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F30
Major HolderT+1
+$658K
—
5D —
BUYOct 14
LIEN
Chicago Atlantic Bdc
Mazarakis JohnF30
Major HolderT+2
+$566K
—
5D —
BUYAug 17
MXF
Mexico Equity & Income Fund Inc
Saba Capital Management, L.P.F26
Major HolderT+1
+$500K
—
5D —
BUYNov 5
NXG
Nxg Nextgen Infrastructure Income Fund
Swank Jerry VC50CL
OfficerT+0
+$439K
—
5D —
BUYOct 23
LIEN
Chicago Atlantic Bdc
Gordon ScottD40
C-SuiteT+2
+$421K
—
5D —
BUYAug 17
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
Major HolderT+4
+$386K
—
5D —
BUYOct 16
NAD
Nuveen Quality Municipal Income Fund
Robert Young L
OfficerT+4
−$338K
—
5D —
SELLOct 16
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
Major HolderT+5
+$334K
—
5D —
BUYOct 8
MXF
Mexico Equity & Income Fund Inc
Saba Capital Management, L.P.F26
Major HolderT+1
+$327K
—
5D —
BUYOct 21
MXF
Mexico Equity & Income Fund Inc
Saba Capital Management, L.P.F26
Major HolderT+1
+$314K
—
5D —
BUYNov 4
WDI
Western Asset Diversified Income Fund (Wdi)
Kumar Nisha
DirectorT+2
−$301K
—
5D —
SELLAug 10
NXP
Nuveen Select Tax Free Income Portfolio
Robert Young LF28
OfficerT+4
+$300K
—
5D —
BUYOct 23
NUV
Nuveen Municipal Value Fund Inc
Robert Young LF28
OfficerT+4
+$300K
—
5D —
BUYOct 23
ACV
Virtus Diversified Income & Convertible Fund
Kass Justin
OfficerT+16
−$287K
—
5D —
SELLAug 10
MXF
Mexico Equity & Income Fund Inc
Saba Capital Management, L.P.F26
Major HolderT+1
+$284K
—
5D —
BUYNov 3
TSI
Tcw Strategic Income Fund Inc
Haden Patrick CF32
DirectorT+1
+$267K
—
5D —
BUYSep 29
MXF
Mexico Equity & Income Fund Inc
Saba Capital Management, L.P.F26
Major HolderT+1
+$254K
—
5D —
BUYOct 14
PDI
Pimco Dynamic Income Fund
Flattum David CF32
DirectorT+2
+$250K
—
5D —
BUYOct 6
PHK
Pimco High Income Fund
Flattum David CF32
DirectorT+2
+$249K
—
5D —
BUYOct 6
NMCO
Nuveen Municipal Credit Opportunities Fund
Robert Young LF28
OfficerT+4
+$249K
—
5D —
BUYOct 23
JGH
Nuveen Global High Income Fund
Robert Young L
OfficerT+4
−$233K
—
5D —
SELLOct 16
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
Major HolderT+2
+$210K
—
5D —
BUYOct 7
O
Realty Income
Mclaughlin Gregory
DirectorT+0
−$209K
—
5D —
SELLSep 10
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
Major HolderT+2
+$176K
—
5D —
BUYOct 12
TREIX
Thirdline Real Estate Income Fund
Eiben Lawrence Scott
OfficerT+5
−$146K
—
5D —
SELLAug 14
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
Major HolderT+5
+$145K
—
5D —
BUYSep 3
ECF
Ellsworth Growth & Income Fund
Saba Capital Management, L.P.F26
Major HolderT+3
+$136K
—
5D —
BUYOct 30
PCF
High Income Securities Fund
Goldstein PhillipD38
OfficerT+2
+$134K
—
5D —
BUYAug 19
PDX
Pimco Dynamic Income Strategy Fund
Sharenow Greg ElliotF34
OfficerT+2
+$131K
—
5D —
BUYAug 18
FTHY
First Trust High Yield Opportunities 2027 Term Fund
Mcgarel DavidC50CL
OfficerT+3
+$129K
—
5D —
BUYSep 25
TSI
Tcw Strategic Income Fund Inc
Rooney Robert Gerald
DirectorT+3
−$125K
—
5D —
SELLOct 30
NIE
Virtus Equity & Convertible Income Fund
Yee Michael
OfficerT+16
−$122K
—
5D —
SELLAug 10
BXMT
Blackstone Mortgage Trust
Nassau Henry ND44CL
DirectorT+1
+$114K
—
5D —
BUYNov 4
EFT
Eaton Vance Floating-Rate Income Trust
Quinton Keith
OfficerT+0
−$110K
—
5D —
SELLAug 21