| 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 |
|---|---|---|---|---|---|---|---|---|---|
Chief Operating Officer | Chief Administrative Officer
1 company
Suzi R Herbst last filed a Form 4 in March 2023, as Chief Operating Officer at VATE. Suzi R Herbst'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 Suzi R Herbst a middling insider score of 55/100, based on 4 past trades. Over a 12-month horizon, 75.0% of those trades were profitable, with an average 12-month return of +5.6%.
At the last filing, the largest reported position was 276,258 shares of VATE. The VATE filings lean toward selling, a net 18,217 shares.
Suzi R Herbst has 16 Form 4 filings on record from March 2017 to March 2023, all as Chief Operating Officer at Innovate (VATE), 2017–2023.
The 23 reported transactions were 8 tax withholdings, 6 stock awards, 4 open-market sales and 3 open-market purchases, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 3 purchases worth about $26K and 4 sales worth about $109K.
The largest open-market purchase was 6,000 shares of VATE at an average $2.61 on March 14, 2019, about $16K.
The largest open-market sale was 9,619 shares of VATE at an average $3.60 on March 15, 2021, about $35K. Twelve months later VATE was down 5%.
Shares as reported in the last Form 4 for each company; the most recent is from March 2023. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 20, 2022 | VATE Innovate Corp. | Chief Operating Officer | Sell | 5,184 | $3.76 | $19,513.61 | -2.4% | -49.1% | -20.8% | |
| Apr 12, 2022 | VATE Innovate Corp. | Chief Operating Officer | Buy | 200 | $3.75 | $750.00 | - | -51.7% | -16.8% | |
| Mar 16, 2022 | VATE Innovate Corp. | Chief Operating Officer | Sell | 8,081 | $3.57 | $28,857.25 | -3.6% | -45.5% | -14.0% | |
| Mar 15, 2021 | VATE Innovate Corp. | Chief Administrative Officer | Sell | 9,619 | $3.60 | $34,612.05 | -6.0% | +13.3% | -4.5% | |
| Mar 15, 2019 | VATE Innovate Corp. | Chief Administrative Officer | Buy | 3,770 | $2.65 | $10,001.81 | +8.7% | - | - | |
| Mar 14, 2019 | VATE Innovate Corp. | Chief Administrative Officer | Buy | 6,000 | $2.61 | $15,672.00 | New | - | - | |
| Nov 13, 2017 | VATE Innovate Corp. | Chief Administrative Officer | Sell | 5,303 | $4.99 | $26,483.18 | -16.2% | - | - |