| 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 |
|---|---|---|---|---|---|---|---|---|---|
Director | Investment Adviser Affiliate
3 companies
David J. Adelman last filed a Form 4 in June 2024, as Investment Adviser Affiliate at FSCO. The filings on record cover 3 companies. David J. Adelman'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, David J. Adelman's trades have earned a middling insider score of 58/100 across 13 rated trades. Over a 12-month horizon, 53.8% of those trades were profitable, with an average 12-month return of -14.8%.
At the last filing, the largest reported position was 173,951 shares of FSK. Net of sales, the FSK filings show accumulation of 736,234 shares.
David J. Adelman has 44 Form 4 filings on record from March 2015 to June 2024, across 3 companies: Director at Wheels Up Experience (UP), 2021–2024; Investment Adviser Affiliate at FS Credit Opportunities (FSCO), 2023; Director at FS KKR Capital (FSK), 2015–2018.
The 66 reported transactions were 57 open-market purchases, 5 stock awards and 4 option or other derivative awards.
Counted by filing, the open-market trades come to 40 purchases worth about $11.8M and no sales.
The largest open-market purchase was 200,000 shares of UP at an average $5.78 on November 16, 2021, about $1.2M. Twelve months later UP was down 75%.
Shares as reported in the last Form 4 for each company; the most recent is from June 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 9, 2023 | FSCO Fs Credit Opportunities Corp. | Investment Adviser Affiliate | Buy | 15,458 | $4.58 | $70,845.56 | +5.0% | +13.8% | +36.7% | |
| Jun 8, 2023 | FSCO Fs Credit Opportunities Corp. | Investment Adviser Affiliate | Buy | 65,606 | $4.57 | $299,885.03 | +27.2% | +16.0% | +38.8% | |
| Jun 7, 2023 | FSCO Fs Credit Opportunities Corp. | Investment Adviser Affiliate | Buy | 47,694 | $4.67 | $222,683.29 | +24.7% | +13.5% | +35.3% | |
| Jun 5, 2023 | FSCO Fs Credit Opportunities Corp. | Investment Adviser Affiliate | Buy | 7,415 | $4.57 | $33,886.55 | +4.0% | +14.5% | +35.4% | |
| Jun 2, 2023 | FSCO Fs Credit Opportunities Corp. | Investment Adviser Affiliate | Buy | 67,648 | $4.57 | $309,016.06 | +57.3% | +16.6% | +38.3% | |
| Jun 1, 2023 | FSCO Fs Credit Opportunities Corp. | Investment Adviser Affiliate | Buy | 40,000 | $4.55 | $182,000.00 | +51.3% | +18.0% | +38.6% | |
| May 31, 2023 | FSCO Fs Credit Opportunities Corp. | Investment Adviser Affiliate | Buy | 78,000 | $4.48 | $349,440.00 | New | +20.0% | +40.3% | |
| Jun 1, 2022 | UP Wheels Up Experience Inc. | Director | Buy | 250,000 | $2.60 | $648,825.00 | +41.7% | -27.7% | -89.8% | |
| Mar 14, 2022 | UP Wheels Up Experience Inc. | Director | Buy | 200,000 | $3.10 | $619,800.00 | +50.0% | -37.0% | -70.1% | |
| Nov 18, 2021 | UP Wheels Up Experience Inc. | Director | Buy | 100,000 | $4.90 | $490,000.00 | +33.3% | -20.5% | -72.1% |