| 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 |
|---|---|---|---|---|---|---|---|---|---|
Director | 10% Owner
3 companies
Robert Waldo is 10% Owner at STEP, with reported holdings spanning 3 companies. Robert Waldo'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 $227.6M at current prices.
Our model assigns Robert Waldo a middling insider score of 57/100, based on 4 past trades. Over a 12-month horizon, 75.0% of those trades were profitable, with an average 12-month return of +22.9%.
Robert Waldo's largest disclosed position is in STEP as 10% Owner, worth about $222.7M. The STEP filings lean toward selling, a net 37,500 shares.
Robert Waldo has 6 Form 4 filings on record from October 2021 to July 2026, across 3 companies: Director at BOK Financial (BOKF), 2025–2026; Director at Excelerate Energy (EE), 2022; 10% Owner at StepStone Group (STEP), 2021.
The 7 reported transactions were 3 open-market sales, 2 stock awards, 1 gift and 1 open-market purchase.
Counted by filing, the open-market trades come to 1 purchase worth about $500K and 2 sales worth about $1.7M.
The only open-market purchase was 20,833 shares of EE at an average $24.00 on April 18, 2022, about $500K. Twelve months later EE was down 18%.
The largest open-market sale was 36,238 shares of STEP at an average $45.65 on October 26, 2021, about $1.7M. Twelve months later STEP was down 37%.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Apr 18, 2022 | EE Excelerate Energy, Inc. | Director | Buy | 20,833 | $24.00 | $499,992.00 | New | -24.6% | -17.9% | |
| Oct 27, 2021 | STEP Stepstone Group Inc. | 10% Owner | Sell | 1,262 | $45.38 | $57,274.36 | - | -30.4% | -35.7% | |
| Oct 26, 2021 | STEP Stepstone Group Inc. | 10% Owner | Sell | 36,238 | $45.65 | $1,654,183.41 | -0.7% | -27.6% | -36.9% |