BOWEN JAMES A

USNatural personPresident3 companies · 24mo

Transactions

Issuers

Buys / Sells

47/9

Last tx

12 Mar 2025

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Insider

BOWEN JAMES A

USNatural personPresident3 companies · 24mo

Transactions

Issuers

Buys / Sells

47/9

Last tx

12 Mar 2025

Behaviour

5 purchases reported after at least 12 months of silence — most recent on 26 Mar 2024.

Current positions

Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.

Issuer	Shares	Source	Last tx	Detail
First Trust Private Credit Fund	475,393	reported	30 Jun 2023	tx 1−24,607
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	169,500	reported	12 Mar 2025	tx 8+169,500
FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	157,808	reported	23 Aug 2021	tx 8+157,808
Bandwidth Inc.	13,113	reported	08 Aug 2018	tx 11+393,380−1,233,876

Track record

Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 buys in history.

1 month

−2.2%

Sample10

Win rate (≥5%)0%

Hit rate (>0)30%

3 months

−0.7%

Sample10

Win rate (≥5%)0%

Hit rate (>0)40%

6 months

+1.6%

Sample10

Recent transactions

Date	Type	Issuer	Qty	Price	Signals
12 Mar 2025	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	30,000	14.46 USD
16 Dec 2024	SALE	FIRST TRUST ENHANCED EQUITY INCOME FUND	4,003	21.01 USD
16 Dec 2024	SALE	FIRST TRUST FOUR CORNERS SENIOR FLOATING RATE INCOME FUND II	3,955	10.41 USD
01 Oct 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	12,130	15.09 USD
30 Sept 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	4,370	15.20 USD
10 Sept 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	17,000	14.75 USD
12 Apr 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	20,000	14.07 USD
03 Apr 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	16,000	14.25 USD
26 Mar 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	50,000	14.50 USD	first after silence
30 Jun 2023	SALE	First Trust Private Credit Fund	24,607	10.21 USD
07 Mar 2022	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	20,000	17.74 USD
23 Aug 2021	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	35,280	13.60 USD
16 Aug 2021	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	6,240	13.74 USD
25 Jan 2021	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	45,000	12.11 USD	first after silence
07 Jun 2019	OTHER	FIRST TRUST FOUR CORNERS SENIOR FLOATING RATE INCOME FUND II	1,000	0.00 USD
07 Jun 2019	OTHER	FIRST TRUST HIGH INCOME LONG/SHORT FUND	1,211	0.00 USD
14 Aug 2019	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	3,000	13.01 USD
11 Oct 2018	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	30,000	14.40 USD
22 Aug 2018	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	5,437	15.82 USD
20 Aug 2018	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	5,200	15.78 USD
17 Aug 2018	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	27,651	15.71 USD	first after silence
08 Aug 2018	SALE	Bandwidth Inc.	350,000	42.00 USD
17 Jul 2018	CONVERSION	Bandwidth Inc.	350,000	0.00 USD
17 Jul 2018	CONVERSION	Bandwidth Inc.	350,000	0.00 USD
28 Jun 2018	OTHER	Bandwidth Inc.	13,113	0.00 USD

Current positions

Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.

Issuer	Shares	Source	Last tx	Detail
First Trust Private Credit Fund	475,393	reported	30 Jun 2023	tx 1−24,607
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	169,500	reported	12 Mar 2025	tx 8+169,500
FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	157,808	reported	23 Aug 2021	tx 8+157,808
Bandwidth Inc.	13,113	reported	08 Aug 2018	tx 11+393,380−1,233,876

Track record

Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 buys in history.

1 month

−2.2%

Sample10

Win rate (≥5%)0%

Hit rate (>0)30%

3 months

−0.7%

Sample10

Win rate (≥5%)0%

Hit rate (>0)40%

6 months

+1.6%

Sample10

Recent transactions

Date	Type	Issuer	Qty	Price	Signals
12 Mar 2025	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	30,000	14.46 USD
16 Dec 2024	SALE	FIRST TRUST ENHANCED EQUITY INCOME FUND	4,003	21.01 USD
16 Dec 2024	SALE	FIRST TRUST FOUR CORNERS SENIOR FLOATING RATE INCOME FUND II	3,955	10.41 USD
01 Oct 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	12,130	15.09 USD
30 Sept 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	4,370	15.20 USD
10 Sept 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	17,000	14.75 USD
12 Apr 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	20,000	14.07 USD
03 Apr 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	16,000	14.25 USD
26 Mar 2024	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	50,000	14.50 USD	first after silence
30 Jun 2023	SALE	First Trust Private Credit Fund	24,607	10.21 USD
07 Mar 2022	PURCHASE	FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND	20,000	17.74 USD
23 Aug 2021	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	35,280	13.60 USD
16 Aug 2021	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	6,240	13.74 USD
25 Jan 2021	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	45,000	12.11 USD	first after silence
07 Jun 2019	OTHER	FIRST TRUST FOUR CORNERS SENIOR FLOATING RATE INCOME FUND II	1,000	0.00 USD
07 Jun 2019	OTHER	FIRST TRUST HIGH INCOME LONG/SHORT FUND	1,211	0.00 USD
14 Aug 2019	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	3,000	13.01 USD
11 Oct 2018	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	30,000	14.40 USD
22 Aug 2018	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	5,437	15.82 USD
20 Aug 2018	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	5,200	15.78 USD
17 Aug 2018	PURCHASE	FIRST TRUST DYNAMIC EUROPE EQUITY INCOME FUND	27,651	15.71 USD	first after silence
08 Aug 2018	SALE	Bandwidth Inc.	350,000	42.00 USD
17 Jul 2018	CONVERSION	Bandwidth Inc.	350,000	0.00 USD
17 Jul 2018	CONVERSION	Bandwidth Inc.	350,000	0.00 USD
28 Jun 2018	OTHER	Bandwidth Inc.	13,113	0.00 USD