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Company
▲ Purchases (9 ops.)
▼ Sales (0 ops.)
Latest filing published 05 Oct 2022 for Caterpillar INC, €38k. Read the official filing
Filing timeline
BuySaleSusan Schwab
Insider track record
Disclosed buys
9
Disclosed sells
0
Signal history
Closed purchases
Market purchases
9
Positive at T+90
50%
Median T+90
+0.8%
Based on 4 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
- +52.8%Entry US$177.55 · Close at T+365 US$271.30
- +39.6%Entry US$172.31 · Close at T+365 US$240.58
- -3.3%Entry US$216.21 · Close at T+365 US$209.17
- +12.1%Entry US$221.99 · Close at T+365 US$248.86
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.
Susan Schwab: trading record in brief
Susan Schwab, listed as senior executive, appears in our data through filings on Caterpillar Inc shares, published by AMF. The record holds 9 filings, for trades running from 1 March 2021 to 30 September 2022.
The open-market record is one-sided, with 9 purchases worth €422k and not one sale. The totals exclude 1 filing filed without an amount. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. 2022 to date brings 5 purchases and no sales.
In size, the median ticket on the buying side is €34k. On 8 out of 8 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 4 purchases with a full 90-day history, the hit rate stands at 50% and the median 90-day move at +0.8%. This is a record of the past, not a forecast.
The record was last updated on 5 October 2022 with an open-market purchase (€38k) in Caterpillar Inc. Typically, a trade is published a median of 5 days after it takes place. The regulation allows three business days to notify a trade (MAR article 19). Source: insider filings from AMF. Past trades are no guide to future returns.
Companies and markets linked to Susan Schwab
Open company profiles for insider transactions, fundamentals and analyst consensus when available.
Declarations9 total
226 shares@ US$165.849.0% of flowPhantom stock units, each are the economic equivalent of one share of theAcquisition of phantom stock options under the Issuer's Director Deferred CompenISIN US14912310152022DD864786
Canonical exit: 29 Dec 2022 (T+90)
209 shares@ US$179.638.7% of flowPhantom stock units, each are the economic equivalent of one share of theAcquisition of phantom stock options under the Issuer's Director Deferred CompenISIN US14912310152022DD849941
Canonical exit: 28 Sept 2022 (T+90)
816 shares@ US$229.8042.7% of flowActionNew York Stock Exchange, Inc.ISIN US14912310152022DD846220
Canonical exit: 6 Sept 2022 (T+90)
168 shares@ US$223.818.1% of flowPhantom stock units, each are the economic equivalent of one share of theAcquisition of phantom stock options under the Issuer's Director Deferred CompenISIN US14912310152022DD833496
Canonical exit: 29 Jun 2022 (T+90)
181 shares@ US$206.717.9% of flowPhantom stock units, each are the economic equivalent of one share of theAcquisition of phantom stock options under the Issuer's Director Deferred CompenISIN US14912310152022DD814145
Canonical exit: 31 Mar 2022 (T+90)
192 shares@ US$195.257.9% of flowPhantom stock units, each are the economic equivalent of one share of theAcquisition of phantom stock units under the Issuer's Director Deferred CompensaISIN US14912310152021DD772987
Canonical exit: 29 Dec 2021 (T+90)
174 shares@ US$216.007.9% of flowPhantom stock units, each are the economic equivalent of one share of theAcquisition of phantom stock options under the Issuer's Director Deferred CompenISIN US14912310152021DD762062
Canonical exit: 28 Sept 2021 (T+90)
161 shares@ US$232.937.9% of flowPhantom stock units, each are the economic equivalent of one share of theAcquisition of phantom stock options under the Issuer's Director Deferred CompenISIN US14912310152021DD744554
Canonical exit: 29 Jun 2021 (T+90)
683 shares0ActionNew York Stock Exchange, Inc.ISIN US14912310152021DD735519
Canonical exit: 30 May 2021 (T+90)
9 of 9 declarations
