| 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 |
|---|---|---|---|---|---|---|---|---|---|
Senior Director, Accounting | Controller
1 company
Julie Adelman last filed a Form 4 in August 2023, as Senior Director, Accounting at SMR. Julie Adelman'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.
Our model assigns Julie Adelman a middling insider score of 67/100, based on 3 past trades. Over a 12-month horizon, all 3 of those trades were profitable, with an average 12-month return of +16.1%.
At the last filing, the largest reported position was 22,302 shares of SMR. The SMR filings lean toward selling, a net 2,181 shares.
Julie Adelman has 5 Form 4 filings on record from July 2022 to August 2023, all as Senior Director, Accounting at Nuscale Power (SMR), 2022–2023.
The 12 reported transactions were 5 option exercises, 3 open-market sales, 2 tax withholdings and 2 option or other derivative awards.
Counted by filing, the open-market trades come to no purchases and 2 sales worth about $18K.
The largest open-market sale was 1,457 shares of SMR at an average $8.03 on May 17, 2023, about $12K. Twelve months later SMR was down 25%.
Neither of the two sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
Shares as reported in the last Form 4 for each company; the most recent is from August 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.