| 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 |
|---|---|---|---|---|---|---|---|---|---|
10% Owner
1 company
James Lim last filed a Form 4 in February 2024, as 10% Owner at STEP. James Lim'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, James Lim's trades have earned a below-average insider score of 49/100 across 26 rated trades. Over a 12-month horizon, 15.4% of those trades were profitable, with an average 12-month return of -48.4%.
At the last filing, the largest reported position was 6,208,351 shares of STEP. The STEP filings lean toward selling, a net 1,585,436 shares.
James Lim has 12 Form 4 filings on record from November 2021 to February 2024, all as 10% Owner at StepStone Group (STEP), 2021–2024.
The 27 reported transactions were 26 open-market sales and 1 gift.
Counted by filing, the open-market trades come to no purchases and 11 sales worth about $57.4M.
The largest open-market sale was 399,101 shares of STEP at an average $51.83 on November 18, 2021, about $20.7M. Twelve months later STEP was down 35%.
5 of the 7 sales since April 2023 were made under a Rule 10b5-1 trading plan; the other 2 were not.
Shares as reported in the last Form 4 for each company; the most recent is from February 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 16, 2024 | STEP Stepstone Group Inc. | 10% Owner | Sell | 119,101 | $35.16 | $4,187,899.18 | -1.9% | +6.6% | +77.8% | |
| Feb 14, 2024 | STEP Stepstone Group Inc. | 10% Owner | Sell10b5-1 | 70,302 | $35.15 | $2,470,917.52 | -1.1% | +7.1% | +73.1% | |
| Dec 15, 2023 | STEP Stepstone Group Inc. | 10% Owner | Sell | 246,932 | $28.97 | $7,152,416.69 | -3.7% | +14.5% | +116.1% | |
| Sep 15, 2023 | STEP Stepstone Group Inc. | 10% Owner | Sell10b5-1 | 39,808 | $31.46 | $1,252,480.54 | -0.6% | -9.6% | +60.9% | |
| Sep 13, 2023 | STEP Stepstone Group Inc. | 10% Owner | Sell10b5-1 | 129,088 | $31.64 | $4,083,852.76 | -1.9% | -16.0% | +63.8% | |
| Sep 8, 2023 | STEP Stepstone Group Inc. | 10% Owner | Sell10b5-1 | 39,439 | $31.18 | $1,229,683.23 | -0.6% | -16.7% | +69.0% | |
| Sep 5, 2023 | STEP Stepstone Group Inc. | 10% Owner | Sell10b5-1 | 17,400 | $31.04 | $540,069.88 | -0.3% | -17.2% | +75.1% | |
| Feb 9, 2023 | STEP Stepstone Group Inc. | 10% Owner | Sell | 7,458 | $31.04 | $231,523.16 | -0.1% | -27.0% | +22.2% | |
| Feb 3, 2023 | STEP Stepstone Group Inc. | 10% Owner | Sell | 16,807 | $31.07 | $522,215.19 | -0.2% | -31.1% | +10.9% | |
| Nov 10, 2022 | STEP Stepstone Group Inc. | 10% Owner | Sell | 500,000 | $30.09 | $15,044,520.00 | -6.7% | +1.4% | -12.5% |