| 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 |
|---|---|---|---|---|---|---|---|---|---|
Director | EVP & CFO | EVP and CFO +3 more
3 companies
R Neil Williams last filed a Form 4 in December 2024, as Director at OPRT. The filings on record cover 3 companies. R Neil Williams's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, R Neil Williams's trades have earned a strong insider score of 82/100 across 8 rated trades. Over a 12-month horizon, all 8 of those trades were profitable, with an average 12-month return of +67.0%.
At the last filing, the largest reported position was 31,009 shares of RNG. The RNG filings lean toward selling, a net 77,082 shares.
R Neil Williams has 55 Form 4 filings on record from July 2015 to December 2024, across 3 companies: Director at Oportun Financial (OPRT), 2020–2024; Director at RingCentral (RNG), 2018–2024; EVP & CFO at Intuit (INTU), 2015–2017.
The 236 reported transactions were 153 open-market sales, 44 option exercises, 28 stock awards and 9 tax withholdings, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $97K and 15 sales worth about $50.1M.
The only open-market purchase was 25,000 shares of OPRT at an average $3.87 on December 11, 2024, about $97K. Twelve months later OPRT was up 47%.
The largest open-market sale was 184,585 shares of INTU at an average $141.11 on September 12, 2017, about $26.0M.
Shares as reported in the last Form 4 for each company; the most recent is from December 2024. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 11, 2024 | OPRT Oportun Financial Corp | Director | Buy | 25,000 | $3.87 | $96,750.00 | +21.7% | +52.1% | +47.4% | |
| Mar 1, 2022 | RNG Ringcentral, Inc. | Director | Sale+OE | 30,000 | $127.97 | $3,838,985.25 | -71.5% | -49.8% | -73.7% | |
| Aug 13, 2021 | RNG Ringcentral, Inc. | Director | Sell | 2,143 | $251.95 | $539,921.73 | -15.2% | +6.6% | -79.0% | |
| Apr 15, 2021 | RNG Ringcentral, Inc. | Director | Sale+OE | 4,777 | $324.27 | $1,549,023.06 | -26.8% | -16.3% | -67.6% | |
| Mar 24, 2021 | RNG Ringcentral, Inc. | Director | Sale+OE | 4,776 | $318.23 | $1,519,855.04 | -26.8% | -3.2% | -60.2% | |
| Feb 5, 2021 | RNG Ringcentral, Inc. | Director | Sale+OE | 4,288 | $398.75 | $1,709,821.20 | -24.7% | - | - | |
| Jan 11, 2021 | RNG Ringcentral, Inc. | Director | Sale+OE | 4,776 | $388.60 | $1,855,935.06 | -26.8% | - | - | |
| Dec 9, 2020 | RNG Ringcentral, Inc. | Director | Sale+OE | 4,776 | $344.45 | $1,645,091.24 | -26.8% | - | - | |
| Nov 12, 2020 | RNG Ringcentral, Inc. | Director | Sale+OE | 4,776 | $289.20 | $1,381,204.80 | -26.8% | - | - | |
| Oct 6, 2020 | RNG Ringcentral, Inc. | Director | Sale+OE | 4,776 | $277.93 | $1,327,375.88 | -26.8% | - | - |