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Robert B. Walsh

Chief Financial Officer
Total declarations
151
Company
1
▲ Purchases (4 ops.)
€685k
▼ Sales (13 ops.)
€13.4M

Latest filing published 03 Jun 2021 for Evercore Inc., €4.9M.

Filing timeline

BuySale
Robert B. Walsh

Insider track record

Disclosed buys
4
Disclosed sells
13
Signal history

Closed purchases

Market purchases
4
Positive at T+90
100%
Median T+90
+17.5%

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

  • Filed 24 Apr 2020 · 2389 days ago · €93k
    +175.9%
    Entry US$50.83 · Close at T+365 US$140.25
  • Filed 12 Mar 2020 · 2432 days ago · €171k
    +188.3%
    Entry US$49.40 · Close at T+365 US$142.41
  • Filed 09 Mar 2020 · 2435 days ago · €339k
    +143.6%
    Entry US$55.35 · Close at T+365 US$134.86

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.

Robert B. Walsh: trading record in brief

Robert B. Walsh is a declared insider of Evercore Inc. (finance chief), with filings sourced from SEC (Form 4). We count 151 filings; the first trade dates from 29 June 2007 and the latest from 1 June 2021.

Both buying and selling appear: 4 purchases worth €685k, against 13 sales worth €13.4M. Netting one side against the other leaves €12.7M of net selling. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. The rest of the record consists of 133 share grants. So far in 2021, the count stands at no purchases and 2 sales.

In size, the median ticket on the buying side is €132k. Across 4 purchases, this insider has always bought alone, with no colleague buying within 30 days. After 4 purchases with a full 90-day history, the hit rate stands at 100% and the median 90-day move at +17.5%. Past outcomes like these are no guarantee of what comes next.

The newest entry dates from 3 June 2021: an open-market sale of €4.9M, in Evercore Inc. The last purchase on record was published on 24 April 2020, which is 2,389 days ago. Typically, a trade is published a median of 3 days after it takes place. For comparison, the SEC allows two business days to file a Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.

Companies and markets linked to Robert B. Walsh

Open company profiles for insider transactions, fundamentals and analyst consensus when available.

Declarations150 total
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    6M USD19SEC
    40,902 shares@ US$146.63100.0% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-21-037770:0
  • ◆
    Principal Financial OfficerExecutivesEvercore Inc.
    0SEC
    17,892 shares0Shares of Class A common stock, par value $0.01 per shareSEC:0001209191-21-012445:0
  • ◆
    Principal Financial OfficerExecutivesEvercore Inc.
    790,932 USD17SEC
    6,774 shares@ US$116.764.1% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-21-008554:0
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    2M USD18SEC
    20,000 shares@ US$116.3312.1% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-21-008554:1
  • ▲
    Principal Financial OfficerExecutivesEvercore Inc.
    100,280 USD17SEC
    2,000 shares@ US$50.141.5% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-20-025682:0
    Canonical exit: 22 Jul 2020 (T+90)
  • ▲
    Principal Financial OfficerExecutivesEvercore Inc.
    194,915 USD15SEC
    3,500 shares@ US$55.692.8% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-20-018525:0
    Canonical exit: 8 Jun 2020 (T+90)
  • ▲
    Principal Financial OfficerExecutivesEvercore Inc.
    377,160 USD12SEC
    6,000 shares@ US$62.865.6% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-20-017464:0
    Canonical exit: 3 Jun 2020 (T+90)
  • ▲
    Principal Financial OfficerExecutivesEvercore Inc.
    91,905 USD13SEC
    1,500 shares@ US$61.271.4% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-20-017464:1
    Canonical exit: 4 Jun 2020 (T+90)
  • ◆
    Principal Financial OfficerExecutivesEvercore Inc.
    0SEC
    19,508 shares0Shares of Class A common stock, par value $0.01 per shareSEC:0001209191-20-009239:0
  • ◆
    Principal Financial OfficerExecutivesEvercore Inc.
    491,690 USD12SEC
    6,311 shares@ US$77.917.4% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-20-007169:0
  • ◆
    Principal Financial OfficerExecutivesEvercore Inc.
    0SEC
    19,423 shares0Shares of Class A common stock, par value $0.01 per shareSEC:0001209191-19-010391:0
  • ◆
    Principal Financial OfficerExecutivesEvercore Inc.
    594,181 USD11SEC
    6,656 shares@ US$89.275.0% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-19-007909:0
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    907,697 USD12SEC
    10,168 shares@ US$89.277.6% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-19-007909:1
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    938,490 USD12SEC
    10,500 shares@ US$89.387.8% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-19-007909:2
  • ◆
    Principal Financial OfficerExecutivesEvercore Inc.
    0SEC
    13,049 shares0Shares of Class A common stock, par value $0.01 per shareSEC:0001209191-18-010498:0
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    2M USD30SEC
    20,300 shares@ US$96.1511.7% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-18-010498:1
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    9,615 USD29SEC
    100 shares@ US$96.150.1% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-18-010498:2
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    115,380 USD29SEC
    1,200 shares@ US$96.150.7% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-18-010498:3
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    19,232 USD29SEC
    200 shares@ US$96.160.1% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-18-010498:5
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    9,618 USD29SEC
    100 shares@ US$96.180.1% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-18-010498:6
  • ◆
    Principal Financial OfficerExecutivesEvercore Inc.
    697,000 USD11SEC
    6,970 shares@ US$100.004.1% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-18-008005:0
  • ●
    Principal Financial OfficerExecutivesEvercore Inc.
    0SEC
    1,200 sharesShares of Class A common stock, par value $0.01 per shareSEC:0001209191-17-066883:0
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    2M USD12SEC
    22,000 shares@ US$75.0510.2% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-17-050879:0
  • ◆
    Principal Financial OfficerExecutivesEvercore Inc.
    0SEC
    13,298 shares0Shares of Class A common stock, par value $0.01 per shareSEC:0001209191-17-011466:0
  • ▼
    Principal Financial OfficerExecutivesEvercore Inc.
    1M USD30SEC
    15,000 shares@ US$79.128.2% of flowShares of Class A common stock, par value $0.01 per shareSEC:0001209191-17-008147:0

25 of 150 declarations