| 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 and CHRO | EVP & CHRO
2 companies
Suzan Morno-Wade is Director at SWIM and has filed Form 4s across 2 companies. Suzan Morno-Wade's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider; those holdings are worth an estimated $1.1M at current prices.
Historically, Suzan Morno-Wade's trades have earned a middling insider score of 52/100 across 4 rated trades. Over a 12-month horizon, 75.0% of those trades were profitable, with an average 12-month return of -0.0%.
The biggest single holding is SWIM (~$957K) as Director. Net of sales, the SWIM filings show accumulation of 2,500 shares.
Suzan Morno-Wade has 29 Form 4 filings on record from December 2019 to May 2026, across 2 companies: Director at Latham Group (SWIM), 2021–2026; EVP and CHRO at Xerox (XRX), 2019–2024.
The 66 reported transactions were 27 option exercises, 18 tax withholdings, 13 stock awards and 5 open-market sales, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $48K and 3 sales worth about $424K.
The only open-market purchase was 2,500 shares of SWIM at an average $19.00 on April 27, 2021, about $48K. Twelve months later SWIM was down 57%.
The largest open-market sale was 11,000 shares of XRX at an average $15.96 on June 14, 2023, about $176K. Twelve months later XRX was down 6%.
All 3 sales since April 2023 were made under a Rule 10b5-1 trading plan, set up in advance.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 5, 2023 | XRX Xerox Holdings Corp | EVP & CHRO | Sell10b5-1 | 9,126 | $16.75 | $152,898.36 | -16.5% | -16.0% | -31.6% | |
| Jul 18, 2023 | XRX Xerox Holdings Corp | EVP & CHRO | Sell10b5-1 | 5,980 | $16.00 | $95,680.00 | -9.7% | -7.9% | -19.3% | |
| Jun 14, 2023 | XRX Xerox Holdings Corp | EVP & CHRO | Sell10b5-1 | 11,000 | $15.97 | $175,615.00 | -15.2% | +5.6% | -6.3% | |
| Apr 27, 2021 | SWIM Latham Group, Inc. | Director | Buy | 2,500 | $19.00 | $47,500.00 | New | +2.7% | -57.2% |