SMC
+$0
3,733 sh
McNally Robert Joseph
Director, President & CEO, Sr. Vice President and CFO, Executive Vice President · SEC CIK 1351732Advertisement
Buy track record
How this insider's open-market purchases have performed100%
of buys now in profit
14 up · 0 down
Avg return since buy+198.5%
Median return+221.1%
Best trade+232.2%
Worst trade+96.1%
Buys scored14
Average return by holding period — separates good entry timing from riding one long winner
After 1 month
−4.4%
50% won · 14 trades
After 3 months
−1.3%
36% won · 14 trades
After 6 months
−9.6%
29% won · 14 trades
After 12 months
+3.0%
50% won · 14 trades
| Date | Company | 90d trend | Buy price | Value | ΔOwn | 1M | 3M | 6M | 12M | To date |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 20, 2023 | PPIH | $8 | $8.5K | +7.1% | −18.4% | −2.1% | −3.3% | +58.2% | +232.2% | |
| Sep 20, 2023 | PPIH | $8 | $8.3K | +6.6% | −18.4% | −2.1% | −3.3% | +58.2% | +232.2% | |
| Sep 20, 2023 | PPIH | $8 | $8.4K | +6.2% | −18.4% | −2.1% | −3.3% | +58.2% | +232.2% | |
| Sep 20, 2023 | PPIH | $8 | $8.3K | +5.8% | −18.4% | −2.1% | −3.3% | +58.2% | +232.2% | |
| Sep 20, 2023 | PPIH | $8 | $8.4K | +5.5% | −18.4% | −2.1% | −3.3% | +58.2% | +232.2% | |
| Sep 20, 2023 | PPIH | $8 | $8.3K | +5.2% | −18.4% | −2.1% | −3.3% | +58.2% | +232.2% | |
| May 29, 2019 | EQT | $18 | $249.3K | +7.0% | −13.9% | −42.3% | −53.0% | −27.8% | +194.0% | |
| Mar 29, 2019 | EQT | $21 | $263.3K | +7.0% | +1.6% | −22.4% | −48.5% | −65.9% | +165.1% | |
| Feb 19, 2019 | EQT | $19 | $28.6K | +53% | +5.7% | +10.3% | −33.3% | −68.5% | +189.8% | |
| Nov 16, 2018 | EQT | $17 | $145.2K | +18% | +13.8% | +14.5% | +27.0% | −41.3% | +231.7% | |
| Nov 2, 2018 | EQT | $33 | $93.2K | NEW | +6.6% | +11.6% | +11.4% | −37.0% | +210.5% | |
| Oct 31, 2018 | EQT | $34 | $539.7K | +50% | +2.4% | +5.5% | +8.9% | −41.5% | +198.3% | |
| Jun 6, 2018 | EQT | $51 | $204.7K | +14% | +8.2% | −9.2% | −35.9% | −35.5% | +96.1% | |
| Jun 21, 2017 | EQT | $50 | $75K | +11% | +23.8% | +25.7% | +9.1% | +10.3% | +99.9% |
How this is calculated. We score only open-market purchases (SEC code
P) — the buys that carry real signal. Each trade's return is measured from the adjusted closing price on the purchase date to the latest close, accounting for stock splits and dividends. The 1M/3M/6M/12M columns show the same trade's return after each fixed holding period; a dash means that horizon hasn't elapsed yet or isn't priceable. Sales are excluded because insiders sell for many routine reasons. With only 14 scored trades, treat this as a small sample, not a verdict.
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Open-market buys
$1.65M
14 trades
Open-market sells
$0
0 trades
Net flow
+$1.65M
Net buying
Total filings
41
transactions shown
Full transaction history
All Form 4 activity across every company, newest firstPPIH
+$0
4,877 sh
SMC
+$0
3,062 sh
SMC
+$0
30,209 sh
SMLP
−$0
30,209 sh
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PPIH
+$0
8,509 sh
SMLP
+$0
6,581 sh
PPIH
Mcnally Robert Joseph, PPIH's Director, spent $8.5K of their own money on 1,000 shares at $8, growing their stake 7%.
+$8.5K
1,000 sh @ $8
PPIH
Mcnally Robert Joseph, PPIH's Director, spent $8.3K of their own money on 1,000 shares at $8, growing their stake 7%.
+$8.3K
1,000 sh @ $8
PPIH
Mcnally Robert Joseph, PPIH's Director, spent $8.4K of their own money on 1,000 shares at $8, growing their stake 6%.
+$8.4K
1,000 sh @ $8
PPIH
Mcnally Robert Joseph, PPIH's Director, spent $8.3K of their own money on 1,000 shares at $8, growing their stake 6%.
+$8.3K
1,000 sh @ $8
PPIH
Mcnally Robert Joseph, PPIH's Director, spent $8.4K of their own money on 1,000 shares at $8, growing their stake 6%.
+$8.4K
1,000 sh @ $8
PPIH
Mcnally Robert Joseph, PPIH's Director, spent $8.3K of their own money on 1,000 shares at $8, growing their stake 5%.
+$8.3K
1,000 sh @ $8
PPIH
+$0
7,317 sh
SMLP
+$0
6,350 sh
PPIH
+$0
6,842 sh
SMLP
+$0
6,444 sh
SMLP
+$0
6,667 sh
OAS
+$0
15,500 sh
SMLP
+$0
62,500 sh
EQT
Mcnally Robert Joseph, EQT's CEO, spent $249.3K of their own money on 13,572 shares at $18, growing their stake 7%.
+$249.3K
13,572 sh @ $18
EQT
Mcnally Robert Joseph, EQT's CEO, spent $263.3K of their own money on 12,660 shares at $21, growing their stake 7%.
+$263.3K
12,660 sh @ $21
EQT
+$0
5,052 sh
EQT
−$98.1K
5,052 sh @ $19
EQT
Mcnally Robert Joseph, EQT's CEO, spent $28.6K of their own money on 1,496 shares at $19, growing their stake 53%.
+$28.6K
1,496 sh @ $19
EQT
+$0
66,169 sh
EQT
−$492.9K
27,083 sh @ $18
EQT
+$0
84,710 sh
EQT
Mcnally Robert Joseph, EQT's CEO, spent $145.2K of their own money on 8,700 shares at $17, growing their stake 18%.
+$145.2K
8,700 sh @ $17
EQT
Mcnally Robert Joseph, EQT's CFO, spent $93.2K of their own money on 2,829 shares at $33, opening a brand-new position.
+$93.2K
2,829 sh @ $33
Frequently asked questions
How is McNally Robert Joseph's win rate calculated?
We take every open-market purchase (SEC code P) we can match to a stock price, then compare the split- and dividend-adjusted price on the purchase date to the most recent close. The win rate is the share of those buys currently trading above the purchase price. Sales and share grants are not scored.
Why are some buys not included in the score?
A purchase is excluded if we can't price it — for example if the ticker is missing from the filing, the company has been delisted, or the security isn't a common stock we can match to market data. Excluded counts are shown next to the scored total.
What do the 1M / 3M / 6M / 12M columns mean?
They show each purchase's return after a fixed holding period — one, three, six, and twelve months from the buy date — using split- and dividend-adjusted prices. This separates good entry timing from simply holding a long-running winner. A dash means that horizon hasn't elapsed yet for that trade, or the stock couldn't be priced at that date.
Does a high win rate mean I should copy this insider?
No. Past performance does not predict future results, sample sizes are often small, and an insider's edge in their own company doesn't transfer to yours. This is context, not a recommendation. InsiderSource is not investment advice.
Where does this data come from?
Trades come from McNally Robert Joseph's SEC Form 4 filings on EDGAR. Prices come from public market data and are split/dividend-adjusted. Always verify against the original filings before acting.