| 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 |
|---|---|---|---|---|---|---|---|---|---|
EVP & CIO | EVP & COO | Senior Vice President & CIO
1 company
Nathaniel Rose last filed a Form 4 in March 2025, as EVP & CIO at HASI. Nathaniel Rose'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.
Our model assigns Nathaniel Rose a middling insider score of 63/100, based on 6 past trades. Over a 12-month horizon, 83.3% of those trades were profitable, with an average 12-month return of +18.2%.
At the last filing, the largest reported position was 148,164 shares of HASI. The HASI filings lean toward selling, a net 113,697 shares.
Nathaniel Rose has 46 Form 4 filings on record from March 2015 to March 2025, all as Senior Managing Director-inv at HA Sustainable Infrastructure Capital (HASI), 2015–2025.
The 59 reported transactions were 17 open-market sales, 14 tax withholdings, 13 stock awards and 7 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 3 purchases worth about $635K and 16 sales worth about $4.7M.
The largest open-market purchase was 10,000 shares of HASI at an average $28.94 on November 9, 2022, about $289K. Twelve months later HASI was down 33%.
The largest open-market sale was 10,000 shares of HASI at an average $59.54 on August 10, 2021, about $595K. Twelve months later HASI was down 21%.
Shares as reported in the last Form 4 for each company; the most recent is from March 2025. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 11, 2024 | HASI Ha Sustainable Infrastructure Capital, Inc. | EVP & CIO | Sell | 10,000 | $33.50 | $335,000.00 | -6.1% | -8.8% | -15.5% | |
| Aug 18, 2023 | HASI Ha Sustainable Infrastructure Capital, Inc. | EVP & CIO | Buy | 5,000 | $21.01 | $105,050.00 | +3.2% | +7.8% | +49.8% | |
| Mar 16, 2023 | HASI Ha Sustainable Infrastructure Capital, Inc. | EVP & CIO | Buy | 10,000 | $24.10 | $241,000.00 | +6.7% | +14.9% | +2.3% | |
| Nov 9, 2022 | HASI Ha Sustainable Infrastructure Capital, Inc. | EVP & CIO | Buy | 10,000 | $28.94 | $289,390.00 | -142.9% | +26.9% | -32.7% | |
| Nov 8, 2021 | HASI Ha Sustainable Infrastructure Capital, Inc. | EVP & CIO | Sell | 5,000 | $63.41 | $317,032.83 | -3.3% | -33.1% | -52.9% | |
| Aug 10, 2021 | HASI Ha Sustainable Infrastructure Capital, Inc. | EVP & CIO | Sell | 10,000 | $59.54 | $595,400.00 | -5.9% | +5.3% | -21.3% | |
| Mar 8, 2021 | HASI Ha Sustainable Infrastructure Capital, Inc. | EVP & CIO | Sell | 10,000 | $51.90 | $519,000.00 | -5.4% | - | - | |
| Nov 9, 2020 | HASI Ha Sustainable Infrastructure Capital, Inc. | EVP & CIO | Sell | 10,697 | $49.51 | $529,624.61 | -100% | - | - | |
| May 11, 2020 | HASI Ha Sustainable Infrastructure Capital, Inc. | EVP & CIO | Sell | 10,000 | $29.03 | $290,300.00 | -4.4% | - | - | |
| Nov 11, 2019 | HASI Ha Sustainable Infrastructure Capital, Inc. | EVP & CIO | Sell | 12,000 | $29.42 | $353,040.00 | -4.5% | - | - |