NOLAN JOSEPH R JR

Director, Chairman of the Bd, Pres & CEO, President and CEO, EVP-Strategy, Cust & Corp Rel, EVP-Customer & Corp Relations · SEC CIK 1214401
Advertisement

Buy track record

How this insider's open-market purchases have performed
100%
of buys now in profit
2 up · 0 down
Avg return since buy+51.8%
Median return+51.8%
Best trade+53.5%
Worst trade+50.1%
Buys scored2
Average return by holding period — separates good entry timing from riding one long winner
After 1 month +0.8% 50% won · 2 trades
After 3 months +0.9% 50% won · 2 trades
After 6 months +25.4% 100% won · 2 trades
After 12 months +29.8% 100% won · 2 trades
DateCompany90d trendBuy priceValueΔOwn1M3M6M12MTo date
Mar 19, 2024 NBBK $14 $135K +999% −0.2% +5.7% +36.1% +37.9% +53.5%
Jan 11, 2024 NBBK $14 $1.4K NEW +1.9% −3.9% +14.6% +21.7% +50.1%
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 2 scored trades, treat this as a small sample, not a verdict.
Advertisement
Open-market buys
$136.4K
2 trades
Open-market sells
$1.94M
4 trades
Net flow
−$1.8M
Net selling
Total filings
45
transactions shown

Full transaction history

All Form 4 activity across every company, newest first
View on SEC EDGAR ↗
ES
Disposition to issuer NOLAN JOSEPH R JR · EVP-Customer & Corp Relations · Disposition to issuer · filed Feb 19, 2020 ΔOwn −11%
−$366.4K
3,912 sh @ $94
ES
Sell NOLAN JOSEPH R JR · EVP-Customer & Corp Relations · Open-market sale · filed Feb 25, 2019 ΔOwn −31%

Nolan Joseph R Jr sold $503.2K of ES, trimming their stake 31%.

−$503.2K
7,191 sh @ $70
ES
Tax withholding NOLAN JOSEPH R JR · EVP-Customer & Corp Relations · Tax withholding · filed Feb 22, 2019 ΔOwn −8.3%
−$145.3K
2,068 sh @ $70
Advertisement
ES
Sell NOLAN JOSEPH R JR · EVP-Customer & Corp Relations · Open-market sale · filed May 30, 2018 ΔOwn −1.5%

Nolan Joseph R Jr sold $12.7K of ES, trimming their stake 1%.

−$12.7K
223 sh @ $57
ES
Sell NOLAN JOSEPH R JR · EVP-Customer & Corp Relations · Open-market sale · filed May 21, 2018 ΔOwn −29%

Nolan Joseph R Jr sold $358.3K of ES, trimming their stake 29%.

−$358.3K
6,282 sh @ $57

Frequently asked questions

How is NOLAN JOSEPH R JR'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 NOLAN JOSEPH R JR'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.