OBDC
+$0
6,500 sh
Lamm, Jonathan
CFO and COO, CFO & Treasurer, See Remarks · SEC CIK 1635532Advertisement
Buy track record
How this insider's open-market purchases have performed100%
of buys now in profit
4 up · 0 down
Avg return since buy+79.4%
Median return+74.6%
Best trade+113.3%
Worst trade+55.1%
Buys scored4 (+26 n/a)
Average return by holding period — separates good entry timing from riding one long winner
After 1 month
+32.0%
100% won · 4 trades
After 3 months
+53.6%
100% won · 4 trades
After 6 months
+48.3%
100% won · 4 trades
After 12 months
+99.9%
100% won · 4 trades
| Date | Company | 90d trend | Buy price | Value | ΔOwn | 1M | 3M | 6M | 12M | To date |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 26, 2020 | GSBD | $13 | $13.4K | +11% | +24.8% | +29.9% | +30.6% | +72.4% | +55.1% | |
| Mar 23, 2020 | GSBD | $10 | $35.3K | +58% | +49.6% | +83.0% | +72.7% | +136.1% | +113.3% | |
| Mar 20, 2020 | GSBD | $12 | $10.4K | +18% | +40.3% | +65.9% | +60.5% | +117.1% | +93.2% | |
| Mar 19, 2020 | GSBD | $11 | $1.1K | +2.0% | +13.3% | +35.4% | +29.6% | +74.0% | +56.0% |
How this is calculated. We score only open-market purchases (SEC code
P) — the buys that carry real signal. Each trade's return is measured from the adjusted closing price on the purchase date to the latest close, accounting for stock splits and dividends. The 1M/3M/6M/12M columns show the same trade's return after each fixed holding period; a dash means that horizon hasn't elapsed yet or isn't priceable. Sales are excluded because insiders sell for many routine reasons. With only 4 scored trades, treat this as a small sample, not a verdict.
Advertisement
Open-market buys
$196.3K
30 trades
Open-market sells
$47.5K
1 trades
Net flow
+$148.8K
Net buying
Total filings
34
transactions shown
Full transaction history
All Form 4 activity across every company, newest first7777
Lamm, Jonathan, Owl Rock Technology Finance Corp.'s CFO, spent $16.9K of their own money on 922 shares at $18, growing their stake 20%.
+$16.9K
922 sh @ $18
7777
Lamm, Jonathan, Owl Rock Technology Finance Corp.'s CFO, spent $83.1K of their own money on 4,521 shares at $18, opening a brand-new position.
+$83.1K
4,521 sh @ $18
GSBD
−$47.5K
2,500 sh @ $19
GSBD
+$0
2,945 sh
Advertisement
3074
−$0
2,598 sh
GSBD
Lamm, Jonathan, GSBD's See Remarks, spent $13.4K of their own money on 1,000 shares at $13, growing their stake 11%.
+$13.4K
1,000 sh @ $13
GSBD
Lamm, Jonathan, GSBD's See Remarks, spent $35.3K of their own money on 3,500 shares at $10, growing their stake 58%.
+$35.3K
3,500 sh @ $10
GSBD
Lamm, Jonathan, GSBD's See Remarks, spent $10.4K of their own money on 900 shares at $12, growing their stake 18%.
+$10.4K
900 sh @ $12
GSBD
Lamm, Jonathan, GSBD's See Remarks, spent $1.1K of their own money on 100 shares at $11, growing their stake 2%.
+$1.1K
100 sh @ $11
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $1K of their own money on 11 shares at $87, growing their stake 5%.
+$1K
11 sh @ $87
3074
Lamm, Jonathan, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $1K of their own money on 53 shares at $19, growing their stake 2%.
+$1K
53 sh @ $19
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $125 of their own money on 1 shares at $94, growing their stake 1%.
+$125
1 sh @ $94
3074
Lamm, Jonathan, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $2K of their own money on 105 shares at $19, growing their stake 5%.
+$2K
105 sh @ $19
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $500 of their own money on 5 shares at $94, growing their stake 2%.
+$500
5 sh @ $94
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $500 of their own money on 5 shares at $94, growing their stake 2%.
+$500
5 sh @ $94
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $1K of their own money on 10 shares at $96, growing their stake 5%.
+$1K
10 sh @ $96
3074
Lamm, Jonathan, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $4K of their own money on 208 shares at $19, growing their stake 10%.
+$4K
208 sh @ $19
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $1.5K of their own money on 16 shares at $96, growing their stake 8%.
+$1.5K
16 sh @ $96
3074
Lamm, Jonathan, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $5K of their own money on 258 shares at $19, growing their stake 14%.
+$5K
258 sh @ $19
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $750 of their own money on 8 shares at $98, growing their stake 5%.
+$750
8 sh @ $98
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $2K of their own money on 21 shares at $97, growing their stake 14%.
+$2K
21 sh @ $97
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $1.3K of their own money on 13 shares at $98, growing their stake 9%.
+$1.3K
13 sh @ $98
3074
Lamm, Jonathan, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $2.5K of their own money on 130 shares at $19, growing their stake 10%.
+$2.5K
130 sh @ $19
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $750 of their own money on 8 shares at $97, growing their stake 6%.
+$750
8 sh @ $97
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $500 of their own money on 5 shares at $99, growing their stake 4%.
+$500
5 sh @ $99
3074
Lamm, Jonathan, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $2.5K of their own money on 130 shares at $19, growing their stake 11%.
+$2.5K
130 sh @ $19
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $750 of their own money on 8 shares at $98, growing their stake 7%.
+$750
8 sh @ $98
3074
Lamm, Jonathan, Goldman Sachs Middle Market Lending Corp.'s See Remarks, spent $2.5K of their own money on 130 shares at $19, growing their stake 13%.
+$2.5K
130 sh @ $19
4760
Lamm, Jonathan, Goldman Sachs Private Middle Market Credit LLC's See Remarks, spent $2K of their own money on 21 shares at $98, growing their stake 22%.
+$2K
21 sh @ $98
Frequently asked questions
How is Lamm, Jonathan's win rate calculated?
We take every open-market purchase (SEC code P) we can match to a stock price, then compare the split- and dividend-adjusted price on the purchase date to the most recent close. The win rate is the share of those buys currently trading above the purchase price. Sales and share grants are not scored.
Why are some buys not included in the score?
A purchase is excluded if we can't price it — for example if the ticker is missing from the filing, the company has been delisted, or the security isn't a common stock we can match to market data. Excluded counts are shown next to the scored total.
What do the 1M / 3M / 6M / 12M columns mean?
They show each purchase's return after a fixed holding period — one, three, six, and twelve months from the buy date — using split- and dividend-adjusted prices. This separates good entry timing from simply holding a long-running winner. A dash means that horizon hasn't elapsed yet for that trade, or the stock couldn't be priced at that date.
Does a high win rate mean I should copy this insider?
No. Past performance does not predict future results, sample sizes are often small, and an insider's edge in their own company doesn't transfer to yours. This is context, not a recommendation. InsiderSource is not investment advice.
Where does this data come from?
Trades come from Lamm, Jonathan's SEC Form 4 filings on EDGAR. Prices come from public market data and are split/dividend-adjusted. Always verify against the original filings before acting.