| 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 |
|---|---|---|---|---|---|---|---|---|---|
President | Chief Financial Officer
1 company
Nelli James Patrick Jr. serves as a President at HCAT. Across recent SEC filings that breaks down to 0 buys and 24 sells. Those positions are worth an estimated $451K at current prices.
Historically, Nelli James Patrick Jr.'s trades have earned a strong insider score of 73/100 across 3 rated trades. Over a 12-month horizon, 100.0% of those trades were profitable, with an average 12-month return of +77.6%.
The biggest single holding is HCAT (~$451K) as President. The recent filings there lean toward selling, a net 283,411 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 13, 2021 | HCAT Health Catalyst, Inc. | President | Sale+OE | 29,380 | $54.77 | $1,609,224.13 | -10.2% | -31.3% | -80.4% | |
| Jun 15, 2021 | HCAT Health Catalyst, Inc. | President | Sell | 3,430 | $56.50 | $193,787.17 | -1.3% | -2.4% | -77.7% | |
| May 11, 2021 | HCAT Health Catalyst, Inc. | President | Sale+OE | 14,804 | $49.68 | $735,481.97 | -9.6% | +15.9% | -74.7% | |
| Mar 1, 2021 | HCAT Health Catalyst, Inc. | President | Sale+OE | 26,250 | $48.64 | $1,276,919.91 | -7.9% | - | - | |
| Dec 16, 2020 | HCAT Health Catalyst, Inc. | Chief Financial Officer | Sale+OE | 15,962 | $40.04 | $639,159.98 | -17.4% | - | - | |
| Dec 14, 2020 | HCAT Health Catalyst, Inc. | Chief Financial Officer | Sale+OE | 4,038 | $39.99 | $161,497.97 | -2.6% | - | - | |
| Dec 2, 2020 | HCAT Health Catalyst, Inc. | Chief Financial Officer | Sale+OE | 45,000 | $35.05 | $1,577,110.54 | -12.0% | - | - | |
| Aug 17, 2020 | HCAT Health Catalyst, Inc. | Chief Financial Officer | Sale+OE | 64,547 | $31.69 | $2,045,704.47 | -16.0% | - | - | |
| Jun 22, 2020 | HCAT Health Catalyst, Inc. | Chief Financial Officer | Sale+OE | 80,000 | $32.35 | $2,587,953.67 | -9.2% | - | - |