| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
CFO & COO
1 company
Brian Stevens last filed a Form 4 in March 2023, as CFO & COO at ADV. Brian Stevens's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Brian Stevens's trades have earned a middling insider score of 54/100 across 3 rated trades. Over a 12-month horizon, 66.7% of those trades were profitable, with an average 12-month return of +22.9%.
At the last filing, the largest reported position was 360,686 shares of ADV. The ADV filings lean toward selling, a net 33,360 shares.
Brian Stevens has 8 Form 4 filings on record from January 2021 to March 2023, all as CFO & COO at Advantage Solutions (ADV), 2021–2023.
The 13 reported transactions were 4 option or other derivative awards, 2 option exercises, 2 tax withholdings and 2 stock awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $50K and 1 sale worth about $203K.
The only open-market purchase was 4,310 shares of ADV at an average $11.61 on March 23, 2021, about $50K. Twelve months later ADV was down 47%.
The only open-market sale was 37,670 shares of ADV at an average $5.40 on March 7, 2022, about $203K. Twelve months later ADV was down 59%.
Shares as reported in the last Form 4 for each company; the most recent is from March 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.