| 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 |
|---|---|---|---|---|---|---|---|---|---|
CEO Asset & Wealth Management | CEO Asset Management | Managing Director
2 companies
Mary E. Erdoes is CEO Asset & Wealth Management at VYLD and has filed Form 4s across 2 companies. From January 2015 to May 2026, the filings on record show 1 open-market purchase and 26 sales. Mary E. Erdoes's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $241.8M at current prices.
Historically, Mary E. Erdoes's trades have earned a below-average insider score of 47/100 across 16 rated trades. Over a 12-month horizon, 16.7% of those trades were profitable, with an average 12-month return of -22.4%.
The biggest single holding is JPM (~$222.1M) as CEO Asset & Wealth Management. The JPM filings lean toward selling, a net 520,326 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2023 | JPM Jpmorgan Chase & Co | CEO Asset & Wealth Management | Sell10b5-1 | 8,118 | $142.15 | $1,154,002.11 | -1.4% | +2.3% | +35.4% | |
| May 15, 2023 | JPM Jpmorgan Chase & Co | CEO Asset & Wealth Management | Sell10b5-1 | 8,119 | $134.81 | $1,094,482.61 | -1.4% | +14.4% | +49.0% | |
| Jan 17, 2023 | JPM Jpmorgan Chase & Co | CEO Asset & Wealth Management | Sale+OE | 10,340 | $140.29 | $1,450,642.03 | -1.9% | -0.7% | +18.7% | |
| Oct 17, 2022 | JPM Jpmorgan Chase & Co | CEO Asset & Wealth Management | Sell | 33,515 | $115.77 | $3,880,135.45 | -5.9% | +21.5% | +27.3% | |
| Jul 14, 2021 | JPM Jpmorgan Chase & Co | CEO Asset & Wealth Management | Sell | 17,387 | $154.78 | $2,691,182.46 | -3.3% | +7.2% | -28.4% | |
| Apr 15, 2021 | JPM Jpmorgan Chase & Co | CEO Asset & Wealth Management | Sell | 19,188 | $150.90 | $2,895,474.96 | -3.7% | +2.5% | -15.0% | |
| Jan 19, 2021 | JPM Jpmorgan Chase & Co | CEO Asset & Wealth Management | Sell | 13,270 | $138.77 | $1,841,489.84 | -2.7% | - | - | |
| Jul 15, 2020 | JPM Jpmorgan Chase & Co | CEO Asset & Wealth Management | Sell | 24,554 | $99.52 | $2,443,717.21 | -5.0% | - | - | |
| Jan 15, 2020 | JPM Jpmorgan Chase & Co | CEO Asset & Wealth Management | Buy | 51,000 | $100.00 | $5,100,000.00 | New | - | - | |
| Jan 15, 2020 | JPM Jpmorgan Chase & Co | CEO Asset & Wealth Management | Sale+OE | 29,597 | $137.11 | $4,058,163.06 | -6.1% | - | - |