MD, Head of Advisor Services
Tue, Dec 23, 2025
Dec 23
2,000 shares @ $46.39
Increased holdings by +4.80%
24th largest trade (out of 40)
Cluster Buy
Trade made by an officer
Part of a cluster of 2 transactions by 2 insiders
10b5-1 scheduled trade
44% win rate · +0.2% median edge vs SPY (9 trades, 90-day · small sample)
Insider trade was 54% below market price
Price 12% above 200-day moving average