| 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. From November 2021 to February 2024, the filings on record show 0 open-market purchases and 11 sales. 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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 18, 2021 | STEP Stepstone Group Inc. | 10% Owner | Sell | 399,101 | $51.83 | $20,685,404.83 | -5.1% | -23.4% | -35.4% |