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Company Analysis

SUM Insider Trading

SUM | Market Equity

Comprehensive Trading Performance Summary

The investment history of corporate insiders at SUM provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Market Equity sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2024-12-12 00:08 2024-12-10 Gaskill Christopher Burke Officer - See Remarks OPT+S $50.91 1,536 $78,198 40,221 0.0%
2024-05-14 23:47 2024-05-13 Kilgore Jason Officer - See Remarks OPT+S $40.21 50,589 $2,033,951 60,630 0.0%
2022-05-26 23:35 2022-05-26 Gaskill Christopher Burke Officer - See Remarks SELL $27.63 8,104 $223,914 16,496 -32.9%
2021-11-17 01:30 2021-11-15 Wade Anne K. Director SELL $41.11 4,098 $168,469 18,640 -18.0%
2021-11-10 05:43 2021-11-08 MURPHY JOHN RAYMOND Director SELL $37.99 5,137 $195,155 8,842 -36.7%
2021-08-12 23:31 2021-08-10 Gaskill Christopher Burke Officer - See Remarks SELL $35.05 5,000 $175,250 7,774 -39.1%
2021-06-17 03:38 2021-06-14 LANCE HOWARD L Director OPT+S $34.39 255,000 $8,768,175 3,994 0.0%
2021-03-23 04:26 2021-03-18 MURPHY JOHN RAYMOND Director SELL $27.64 7,000 $193,480 13,979 -33.4%
2021-03-23 04:23 2021-03-18 LANCE HOWARD L Director SELL $27.65 24,086 $666,004 3,994 -85.8%
2020-12-23 02:01 2020-12-18 CANTIE JOSEPH S Director BUY $19.66 5,100 $100,242 5,100 +100.0%
2020-11-05 05:18 2020-11-02 Benedict Anne Lee Officer - See Remarks SELL $18.48 8,250 $152,431 11,864 -41.0%
2020-09-08 23:05 2020-09-04 Noonan Anne P Director, Officer - President & CEO BUY $15.24 66,000 $1,005,840 66,000 +100.0%
2020-05-29 01:00 2020-05-26 Benedict Anne Lee Officer - See Remarks SELL $14.75 6,593 $97,247 11,864 -35.7%
2019-11-22 03:26 2019-11-19 Harris Brian James Officer - EVP & Chief Financial Officer OPT+S $24.10 291,155 $7,016,777 86,466 0.0%
2019-11-19 05:19 2019-11-15 Benedict Anne Lee Officer - See Remarks SELL $23.20 3,011 $69,869 8,698 -25.7%
2019-11-07 01:01 2019-11-04 Harris Brian James Officer - EVP & Chief Financial Officer SELL $23.60 30,000 $708,000 30,000 -50.0%
2019-11-06 01:02 2019-11-01 Evans Mikel Shane Officer - See Remarks OPT+S $23.60 344,231 $8,123,611 6,288 0.0%
2019-11-06 01:01 2019-11-01 Benedict Anne Lee Officer - See Remarks OPT+S $23.71 42,904 $1,017,254 11,709 0.0%
2019-11-06 01:01 2019-11-01 MURPHY JOHN RAYMOND Director SELL $22.94 7,809 $179,138 7,494 -51.0%
2019-02-20 05:51 2019-02-15 Hill Thomas W. Director, Officer - President & CEO BUY $16.25 31,250 $507,813 135,652 +29.9%
2018-12-11 04:06 2018-12-04 Harris Brian James Officer - EVP & Chief Financial Officer BUY $13.19 4,000 $52,760 76,584 +5.5%
2018-11-22 00:24 2018-11-19 Beck Thomas A. Officer - See Remarks BUY $13.97 10,000 $139,700 12,914 +343.2%
2018-11-13 16:21 2018-11-08 Harris Brian James Officer - EVP & Chief Financial Officer BUY $14.12 5,000 $70,600 72,584 +7.4%
2018-08-08 01:25 2018-08-03 Watson Karl Officer - EVP & Chief Operating Officer BUY $21.15 35,500 $750,821 35,500 +100.0%
2018-07-21 01:01 2018-07-18 Hill Thomas W. Director, Officer - President & CEO SELL $26.10 12,500 $326,194 104,402 -10.7%
2018-07-06 02:02 2018-07-02 Hill Thomas W. Director, Officer - President & CEO SELL $26.27 12,500 $328,399 116,902 -9.7%
2018-06-22 01:00 2018-06-19 Hill Thomas W. Director, Officer - President & CEO SELL $27.62 12,500 $345,248 129,402 -8.8%
2018-06-09 01:00 2018-06-06 Hill Thomas W. Director, Officer - President & CEO SELL $27.41 12,500 $342,586 141,902 -8.1%
2018-05-24 01:00 2018-05-21 Hill Thomas W. Director, Officer - President & CEO SELL $28.99 12,500 $362,321 154,402 -7.5%
2018-05-12 01:54 2018-05-09 Hill Thomas W. Director, Officer - President & CEO SELL $29.54 12,500 $369,198 91,902 -12.0%
2018-05-01 01:00 2018-04-26 Hill Thomas W. Director, Officer - President & CEO SELL $28.56 12,500 $356,944 104,402 -10.7%
2018-04-14 01:01 2018-04-11 Hill Thomas W. Director, Officer - President & CEO SELL $29.30 12,500 $366,190 116,902 -9.7%
2018-03-29 01:00 2018-03-26 Hill Thomas W. Director, Officer - President & CEO SELL $30.28 12,500 $378,448 129,402 -8.8%
2018-03-17 02:22 2018-03-14 Hill Thomas W. Director, Officer - President & CEO OPT+S $31.02 447,959 $13,895,778 141,902 0.0%
2018-03-15 01:30 2018-03-12 Hill Thomas W. Director, Officer - President & CEO SELL $31.87 12,500 $398,361 141,902 -8.1%
2018-03-07 02:02 2018-03-05 Benedict Anne Lee Officer - See Remarks SELL $32.57 10,000 $325,700 6,775 -59.6%
2018-03-06 02:48 2018-03-02 GARDNER TED A Director SELL $32.20 10,000 $322,000 0 -100.0%
2018-03-02 05:03 2018-02-27 Benedict Anne Lee Officer - See Remarks OPT+S $32.32 26,167 $845,717 5,502 0.0%
2018-03-02 05:06 2018-02-27 Hill Thomas W. Director, Officer - President & CEO OPT+S $32.03 12,500 $400,376 146,646 0.0%
2018-03-02 05:00 2018-03-01 GARDNER TED A Director OPT+S $32.01 30,000 $960,300 10,000 0.0%
2018-02-22 02:00 2018-02-16 MURPHY JOHN RAYMOND Director SELL $32.43 7,657 $248,310 7,211 -51.5%
2018-02-13 02:00 2018-02-08 Hill Thomas W. Director, Officer - President and CEO SELL $28.85 12,500 $360,683 148,348 -7.8%
2018-01-25 02:00 2018-01-22 Hill Thomas W. Director, Officer - President and CEO SELL $31.53 12,500 $394,073 160,848 -7.2%
2018-01-13 02:00 2018-01-10 Hill Thomas W. Director, Officer - President and CEO SELL $31.24 12,500 $390,479 170,610 -6.8%
2017-12-23 02:01 2017-12-20 Hill Thomas W. Director, Officer - President and CEO SELL $30.25 12,500 $378,155 183,110 -6.4%
2017-12-14 04:10 2017-12-11 Murphy Damian John Officer - EVP & East Division President OPT+S $31.75 115,118 $3,654,997 4,398 0.0%
2017-12-09 02:00 2017-12-06 Hill Thomas W. Director, Officer - President and CEO SELL $30.84 12,500 $385,456 195,610 -6.0%
2017-11-25 02:00 2017-11-21 Hill Thomas W. Director, Officer - President and CEO SELL $29.80 12,500 $372,558 208,110 -5.7%
2017-11-14 02:00 2017-11-08 Hill Thomas W. Director, Officer - President and CEO SELL $30.26 12,500 $378,243 120,610 -9.4%
2017-11-04 01:02 2017-11-01 Rauh Douglas Charles Officer - See Remarks OPT+S $31.36 26,324 $825,531 3,594 0.0%
SHOW ENTRIES

How to Interpret $SUM Trades

Not every insider transaction in SUM is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $SUM shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for SUM

Insider activity data for SUM is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $SUM, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.