| 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 |
|---|---|---|---|---|---|---|---|---|---|
See Remarks
1 company
Lisa Jo Paschal-Alcorn last filed a Form 4 in August 2023, as See Remarks at RYAN. Lisa Jo Paschal-Alcorn'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.
Historically, Lisa Jo Paschal-Alcorn's trades have earned a middling insider score of 61/100 across 4 rated trades. Over a 12-month horizon, 50.0% of those trades were profitable, with an average 12-month return of +3.8%.
At the last filing, the largest reported position was 3,660 shares of RYAN. The RYAN filings lean toward selling, a net 41,304 shares.
Lisa Jo Paschal-Alcorn has 8 Form 4 filings on record from July 2021 to August 2023, all as Ryan Specialty (RYAN), 2021–2023.
The 20 reported transactions were 6 tax withholdings, 3 option exercises, 3 option or other derivative awards and 3 open-market purchases, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $99K and 1 sale worth about $2.0M.
The only open-market purchase was 3,660 shares of RYAN at an average $27.14 on July 23, 2021, about $99K. Twelve months later RYAN was up 48%.
The only open-market sale was 44,964 shares of RYAN at an average $45.01 on August 16, 2023, about $2.0M. Twelve months later RYAN was up 42%.
Shares as reported in the last Form 4 for each company; the most recent is from August 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.