| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner | 10% Owner, See Footnote (1) | 10% Owner, See Footnote(1) +1 more
4 companies
Loeb Daniel S serves as a 10% Owner at SPNT and has filed Form 4s across 4 companies. Across recent SEC filings that breaks down to 12 buys and 128 sells. Those positions are worth an estimated $1.6B at current prices.
Historically, Loeb Daniel S's trades have earned a strong insider score of 73/100 across 25 rated trades. Over a 12-month horizon, 80.0% of those trades were profitable, with an average 12-month return of +38.3%.
The biggest single holding is UPST (~$1.5B) as 10% Owner, See Footnote (1). The recent filings there lean toward selling, a net 4,081,222 shares.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 27, 2025 | SPNT Siriuspoint Ltd | - | Sell | 4,106,631 | $13.71 | $56,301,911.01 | -30.3% | +28.3% | +38.9% | |
| May 25, 2023 | SPNT Siriuspoint Ltd | - | Buy | 105 | $23.75 | $2,493.75 | +0.3% | +10.2% | +37.5% | |
| May 24, 2023 | SPNT Siriuspoint Ltd | - | Buy | 34,691 | $23.62 | $819,404.78 | New | +11.4% | +41.3% | |
| Jun 16, 2022 | S Sentinelone, Inc. | - | Sell | 650,000 | $21.38 | $13,896,035.15 | -49.6% | +28.8% | -26.0% | |
| Jun 15, 2022 | S Sentinelone, Inc. | - | Sell | 2,478,636 | $21.59 | $53,506,732.40 | -65.4% | +25.5% | -24.7% | |
| Apr 11, 2022 | S Sentinelone, Inc. | - | Sell | 1,500,000 | $34.53 | $51,802,256.96 | -31.3% | -22.8% | -51.5% | |
| Mar 17, 2022 | S Sentinelone, Inc. | 10% Owner | Sell | 405,000 | $36.03 | $14,591,202.23 | -7.8% | -41.3% | -60.0% | |
| Dec 3, 2021 | UPST Upstart Holdings, Inc. | 10% Owner, See Footnote (1) | Sell | 395,000 | $178.22 | $70,396,940.71 | -4.6% | -12.5% | -89.1% | |
| Dec 2, 2021 | UPST Upstart Holdings, Inc. | 10% Owner, See Footnote(1) | Sell | 839,145 | $175.30 | $147,106,178.39 | -9.0% | -11.3% | -89.5% | |
| Nov 23, 2021 | UPST Upstart Holdings, Inc. | 10% Owner, See Footnote (1) | Sell | 200,000 | $198.14 | $39,628,090.41 | -2.1% | -38.9% | -90.7% |