MD, Head of Advisor Services
Thu, Aug 28, 2025
Aug 28
6,144 shares @ $46.39
Increased holdings by +16.50%
5th largest trade (out of 40)
Cluster Buy
Trade made by an officer
Part of a cluster of 3 transactions by 2 insiders
10b5-1 scheduled trade
43% win rate · +0.2% median edge vs SPY (7 trades, 90-day · small sample)
Insider trade was 52% below market price
Price 16% above 200-day moving average