| 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 Partnership Officer | Chief Partnership Officer,
1 company
Valentine John A. serves as a Chief Partnership Officer at BWIN. Across recent SEC filings that breaks down to 8 buys and 0 sells. Those positions are worth an estimated $2.9M at current prices.
Historically, Valentine John A.'s trades have earned a middling insider score of 63/100 across 5 rated trades. Over a 12-month horizon, 60.0% of those trades were profitable, with an average 12-month return of +21.3%.
The biggest single holding is BWIN (~$2.9M) as Chief Partnership Officer. Net of sales, the recent Form 4 record there shows accumulation of 21,500 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 9, 2023 | BWIN Baldwin Insurance Group, Inc. | Chief Partnership Officer | Buy | 5,000 | $19.98 | $99,895.00 | +5.7% | +15.0% | +133.7% | |
| May 13, 2022 | BWIN Baldwin Insurance Group, Inc. | Chief Partnership Officer | Buy | 10,000 | $21.10 | $211,000.00 | +17.7% | +36.3% | -2.6% | |
| Mar 14, 2022 | BWIN Baldwin Insurance Group, Inc. | Chief Partnership Officer | Buy | 5,000 | $24.68 | $123,410.00 | +6.2% | +4.0% | -4.3% | |
| Mar 7, 2022 | BWIN Baldwin Insurance Group, Inc. | Chief Partnership Officer, | Buy | 1,500 | $26.28 | $39,425.00 | +1.0% | +13.8% | +11.3% |