Latest filing published 18 Aug 2022 for SunOpta Inc., €4.2M.
Filing timeline
BuySaleInsider track record
Closed purchases
Based on 12 purchases whose 90-day window has closed (published at least 91 days ago), the same population our ranking model reads.
Purchases by company
Since each purchase
- -1.8%Entry US$8.88 · Close at T+365 US$8.72
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Engaged Capital LLC: trading record in brief
Engaged Capital LLC discloses dealings in 5 companies, chiefly Upbound Group, Inc., SunOpta Inc. and Hain Celestial Group Inc. In total, 73 filings cover trades dated from 10 February 2016 to 17 August 2022.
Market trades split into 23 purchases (€19.4M) and 22 sales (€677.6M). Taken together, the sales exceed the purchases by €658.2M. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. Besides market trades, the filings include 6 share grants. Since January 2022: 1 purchase and 7 sales on the market.
A typical purchase (the median) is worth €288k. On 12 out of 23 purchases, another insider of the same company was buying within the same 30 days. Such overlaps are known as a cluster signal: distinct people reaching the same decision at about the same time. After 12 purchases with a full 90-day history, the hit rate stands at 100% and the median 90-day move at +27.6%. This is a record of the past, not a forecast.
On 18 August 2022 came the latest disclosure, an open-market sale for €4.2M in SunOpta Inc. The latest purchase dates back some time: it was published 1,710 days ago, on 4 March 2022. Typically, a trade is published a median of 2 days after it takes place. The legal deadline for a Form 4 is two business days after the transaction. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Companies and markets linked to Engaged Capital LLC
Open company profiles for insider transactions, fundamentals and analyst consensus when available.
- 397,531 shares@ US$10.70819.8% of flowCommon SharesSEC:0000921895-22-002503:1
- 478,204 shares@ US$11.030424.6% of flowCommon SharesSEC:0000921895-22-002503:2
- 30,149 shares@ US$10.7081.5% of flowCommon SharesSEC:0000921895-22-002503:3
- 67,249 shares@ US$11.030415.3% of flowCommon SharesSEC:0000921895-22-002503:0
- 437,489 shares@ US$7.239214.4% of flowCommon SharesSEC:0000921895-22-002018:1
- 602,837 shares@ US$7.013484.7% of flowCommon SharesSEC:0000921895-22-002018:0
- 22,561 shares@ US$5.210.5% of flowCommon SharesSEC:0000921895-22-000773:1Canonical exit: 31 May 2022 (T+90)
- 3,144,078 sharesCommon SharesSEC:0000921895-22-000773:3
- 447,025 sharesCommon SharesSEC:0000921895-22-000773:4
- 4,831 sharesCommon SharesSEC:0000921895-22-000773:0
- 40,000 shares0Common StockSEC:0000921895-21-002723:12
- 10,000 sharesCommon StockSEC:0000921895-21-002723:8
- 50,000 sharesCommon StockSEC:0000921895-21-002723:9
- 50,000 sharesCommon StockSEC:0000921895-21-002723:10
- 40,000 sharesCommon StockSEC:0000921895-21-002723:11
- 20,000 sharesCommon StockSEC:0000921895-21-002723:7
- 2,291,388 shares@ US$45.00Common StockSEC:0000921895-21-002723:1
- 1,397,543 shares@ US$45.00Common StockSEC:0000921895-21-002723:2
- 4,096,052 shares@ US$45.00Common StockSEC:0000921895-21-002723:3
- 2,507,565 shares@ US$45.00Common StockSEC:0000921895-21-002723:4
- 1,700,000 shares@ US$45.00Common StockSEC:0000921895-21-002723:5
- 20,000 sharesCommon StockSEC:0000921895-21-002723:6
- 2,086,956 shares@ US$45.00100.0% of flowCommon StockSEC:0000921895-21-002723:0
- 40,326 sharesCommon SharesSEC:0000921895-20-002063:0
- 52,234 sharesCommon SharesSEC:0000921895-20-002039:0
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