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Buy track record

How this insider's open-market purchases have performed
100%
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
DateCompany90d trendBuy priceValueΔOwn1M3M6M12MTo 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 first
View on SEC EDGAR ↗
EQT
Buy McNally Robert Joseph · Sr. Vice President and CFO · Open-market purchase · filed Oct 31, 2018 ΔOwn +50%

Mcnally Robert Joseph, EQT's CFO, spent $539.7K of their own money on 15,800 shares at $34, growing their stake 50%.

+$539.7K
15,800 sh @ $34
EQT
Buy McNally Robert Joseph · Sr. Vice President and CFO · Open-market purchase · filed Jun 8, 2018 ΔOwn +14%

Mcnally Robert Joseph, EQT's CFO, spent $204.7K of their own money on 4,000 shares at $51, growing their stake 14%.

+$204.7K
4,000 sh @ $51
EQT
Buy McNally Robert Joseph · Sr. Vice President and CFO · Open-market purchase · filed Jun 23, 2017 ΔOwn +11%

Mcnally Robert Joseph, EQT's CFO, spent $75K of their own money on 1,500 shares at $50, growing their stake 11%.

+$75K
1,500 sh @ $50
EQT
Tax withholding McNally Robert Joseph · Sr. Vice President and CFO · Tax withholding · filed Mar 23, 2017 ΔOwn −18%
−$172.2K
2,981 sh @ $58
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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.