| 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
1 company
Harry Margolis last filed a Form 4 in May 2022, as Chief Operating Officer at ZVIA. Harry Margolis'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, Harry Margolis's trades have earned a below-average insider score of 40/100 across 3 rated trades. Over a 12-month horizon, 33.3% of those trades were profitable, with an average 12-month return of -22.2%.
At the last filing, the largest reported position was 754,212 shares of ZVIA. The ZVIA filings lean toward selling, a net 18,331 shares.
Harry Margolis has 6 Form 4 filings on record from July 2021 to May 2022, all as Chief Operating Officer at Zevia PBC (ZVIA), 2021–2022.
The 8 reported transactions were 3 open-market sales, 2 tax withholdings, 2 dispositions back to the company and 1 option exercise.
Counted by filing, the open-market trades come to no purchases and 3 sales worth about $61K.
The largest open-market sale was 5,874 shares of ZVIA at an average $4.41 on April 7, 2022, about $26K. Twelve months later ZVIA was down 16%.
Shares as reported in the last Form 4 for each company; the most recent is from May 2022. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| May 18, 2022 | ZVIA Zevia Pbc | Chief Operating Officer | Sell | 6,000 | $2.22 | $13,341.60 | -0.8% | +123.3% | +80.5% | |
| Apr 22, 2022 | ZVIA Zevia Pbc | Chief Operating Officer | Sell | 6,457 | $3.36 | $21,712.31 | -0.8% | -1.5% | +2.0% | |
| Apr 7, 2022 | ZVIA Zevia Pbc | Chief Operating Officer | Sell | 5,874 | $4.41 | $25,884.96 | -0.8% | -19.8% | -16.0% |