| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 5 | +80.00% | -1.20% | +0.36% | -1.55% | -3.02% | — |
| 14d | 5 | +80.00% | -3.37% | -0.09% | -3.27% | -2.15% | — |
| 30d | 5 | +60.00% | +0.03% | +1.49% | -1.46% | +3.14% | — |
| 60d | 5 | +80.00% | -3.12% | +2.85% | -5.97% | -5.10% | — |
| 90d | 5 | +60.00% | -3.32% | +7.31% | -10.63% | -11.24% | — |
| 180d | 5 | +40.00% | -3.50% | +13.59% | -17.09% | -15.04% | — |
| 1y | 5 | +0.00% | +1.28% | +22.37% | -21.09% | -25.03% | — |
| 2y | 5(1 pending) | +25.00% | -2.27% | +22.10% | -24.37% | -18.42% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| CNP CENTERPOINT ENERGY INC | PURCHASEGRANT Stock grant | 4,037 | — | — | 25,039 | May 1, 2026 | May 5, 2026 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 25,332 | — | — | 363,420 | Feb 22, 2026 | Feb 24, 2026 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 17,964 | $38.78 | $696.6K | 345,456 | Feb 22, 2026 | Feb 24, 2026 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 10,068 | $39.73 | $400.0K | 338,088 | Feb 17, 2026 | Feb 19, 2026 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 5,917 | $37.69 | $223.0K | 328,020 | Feb 5, 2026 | Feb 9, 2026 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 88,375 | $39.19 | $3.46M | 88,375 | Jan 23, 2026 | Jan 27, 2026 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 36,788 | — | — | 333,937 | Jan 23, 2026 | Jan 27, 2026 ↗ | View → |
| CNP CENTERPOINT ENERGY INC | PURCHASEGRANT Stock grant | 4,534 | — | — | 21,002 | May 1, 2025 | May 5, 2025 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 7,700 | $39.40 | $303.4K | 32,228.99 | Mar 14, 2025 | Mar 17, 2025 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 29,539 | — | — | 276,744 | Feb 18, 2025 | Feb 20, 2025 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 19,022 | $35.65 | $678.1K | 257,722 | Feb 18, 2025 | Feb 20, 2025 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 39,855 | — | — | 286,902 | Feb 5, 2025 | Feb 10, 2025 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 39,855 | — | — | 286,902 | Feb 5, 2025 | Feb 7, 2025 ↗ | View → |
| CNP CENTERPOINT ENERGY INC | PURCHASEGRANT Stock grant | 5,798 | — | — | 16,468 | May 1, 2024 | May 3, 2024 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 24,428 | — | — | 265,152 | Feb 26, 2024 | Feb 28, 2024 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 18,375 | $35.48 | $651.9K | 246,777 | Feb 26, 2024 | Feb 28, 2024 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 23,058 | — | — | 240,724 | Jan 24, 2024 | Jan 26, 2024 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 43,098 | $35.78 | $1.54M | 43,098 | Jan 24, 2024 | Jan 26, 2024 ↗ | View → |
| CNP CENTERPOINT ENERGY INC | PURCHASEGRANT Stock grant | 5,541 | — | — | 10,670 | May 1, 2023 | May 3, 2023 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASE Chief Executive Officer | 37,245 | $40.70 | $1.52M | 37,245 | Mar 8, 2023 | Mar 9, 2023 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 24,365 | $44.43 | $1.08M | 217,666 | Feb 26, 2023 | Mar 1, 2023 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 41,553 | — | — | 242,031 | Feb 26, 2023 | Mar 1, 2023 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 26,292 | $45.37 | $1.19M | 26,292 | Feb 22, 2023 | Feb 24, 2023 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 15,973 | — | — | 200,478 | Feb 22, 2023 | Feb 24, 2023 ↗ | View → |
| CNP CENTERPOINT ENERGY INC | PURCHASEGRANT Stock grant | 5,129 | — | — | 5,129 | May 2, 2022 | May 4, 2022 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 5,359 | $47.46 | $254.3K | 184,505 | Feb 28, 2022 | Mar 2, 2022 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 14,162 | — | — | 189,864 | Feb 16, 2022 | Feb 18, 2022 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 26,348 | $45.19 | $1.19M | 26,348 | Feb 16, 2022 | Feb 18, 2022 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 44,183 | $50.00 | $2.21M | 175,702 | Aug 5, 2021 | Aug 9, 2021 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 44,183 | $50.00 | $2.21M | 131,519 | Aug 5, 2021 | Aug 6, 2021 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASE Chief Executive Officer | 17,130 | $34.51 | $591.2K | 219,885 | Aug 5, 2021 | Aug 9, 2021 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 17,130 | — | — | 17,815 | Aug 5, 2021 | Aug 9, 2021 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASE Chief Executive Officer | 27,053 | $30.47 | $824.3K | 202,755 | Aug 5, 2021 | Aug 9, 2021 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 27,053 | — | — | 0 | Aug 5, 2021 | Aug 9, 2021 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 33,302 | — | — | 195,855 | Feb 27, 2021 | Mar 2, 2021 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 20,153 | $42.81 | $862.7K | 175,702 | Feb 27, 2021 | Mar 2, 2021 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 17,785 | — | — | 162,553 | Feb 24, 2021 | Feb 26, 2021 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 34,001.326 | $45.78 | $1.56M | 0 | Nov 9, 2020 | Nov 11, 2020 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 21,869 | $46.50 | $1.02M | 144,768 | Aug 7, 2020 | Aug 7, 2020 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 13,967 | — | — | 166,637 | Feb 26, 2020 | Feb 28, 2020 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | PURCHASEGRANT Stock grant | 37,383 | — | — | 174,200 | Feb 24, 2020 | Feb 28, 2020 ↗ | View → |
| WTRG ESSENTIAL UTILITIES, INC. | SALE Chief Executive Officer | 21,530 | $53.32 | $1.15M | 152,670 | Feb 24, 2020 | Feb 28, 2020 ↗ | View → |