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Insider Profile

Rebholtz Robert N JR

Director | SEC CIK: 0001334044

Comprehensive Trading Performance Summary

The investment footprint of Rebholtz Robert N JR as disclosed via official SEC Form 4 filings provides a critical window into professional capital allocation strategies. By tracking this specific portfolio, investors can analyze how this individual moves capital across different boards and sectors. High-conviction moves by key stakeholders often serve as leading indicators for future market performance, as they reflect the intimate operational knowledge and fiduciary confidence of those closest to the company's decision-making process. Monitoring these strategic accumulation or exit patterns helps bridge the gap between institutional boardrooms and the retail investment community.

Filing Date Trade Date Ticker Company Name Industry Relationship Type Price Qty Total, $ Owned After Change, %
2014-10-09 18:46 2014-10-08 MWIV N/A Other Director SELL $143.37 6,408 $918,683 40,000 -13.8%
2014-10-08 18:52 2014-10-06 MWIV N/A Other Director SELL $145.45 28,592 $4,158,832 46,408 -38.1%
2013-10-16 01:05 2013-10-10 MWIV N/A Other Director SELL $156.30 25,000 $3,907,385 75,000 -25.0%
2012-10-23 03:06 2012-10-18 MWIV N/A Other Director SELL $102.98 10,836 $1,115,928 100,000 -9.8%
2012-10-18 01:39 2012-10-15 MWIV N/A Other Director SELL $106.31 5,204 $553,213 110,836 -4.5%
2012-10-13 01:02 2012-10-10 MWIV N/A Other Director SELL $106.36 7,658 $814,505 116,040 -6.2%
2012-10-10 00:10 2012-10-04 MWIV N/A Other Director SELL $107.46 12,854 $1,381,277 123,698 -9.4%
2012-10-04 01:03 2012-10-01 MWIV N/A Other Director SELL $107.81 9,927 $1,070,258 136,552 -6.8%
2012-09-29 01:46 2012-09-26 MWIV N/A Other Director SELL $107.14 10,908 $1,168,629 146,479 -6.9%
2012-09-26 02:15 2012-09-24 MWIV N/A Other Director SELL $107.73 25,236 $2,718,783 156,047 -13.9%
2012-09-22 00:49 2012-09-20 MWIV N/A Other Director SELL $107.95 10,717 $1,156,877 46,363 -18.8%
2012-09-20 01:49 2012-09-18 MWIV N/A Other Director SELL $107.21 5,685 $609,474 0 -100.0%
2012-06-23 01:41 2012-06-22 MWIV N/A Other Director SELL $97.93 6,907 $676,393 168,760 -3.9%
2012-06-22 01:29 2012-06-19 MWIV N/A Other Director SELL $98.43 32,713 $3,220,035 175,667 -15.7%
2012-06-19 01:58 2012-06-14 MWIV N/A Other Director SELL $96.25 76,394 $7,352,892 208,380 -26.8%
2012-06-14 01:49 2012-06-11 MWIV N/A Other Director SELL $90.81 50,986 $4,629,993 284,774 -15.2%
2011-02-17 03:10 2011-02-14 MWIV N/A Other Director SELL $70.37 11,021 $775,590 400,000 -2.7%
2011-02-12 01:38 2011-02-10 MWIV N/A Other Director SELL $68.50 7,716 $528,575 411,021 -1.8%
2011-02-10 01:30 2011-02-07 MWIV N/A Other Director SELL $67.46 22,405 $1,511,343 418,737 -5.1%
2011-02-05 02:34 2011-02-02 MWIV N/A Other Director SELL $65.03 18,091 $1,176,378 441,142 -3.9%
2011-01-20 02:22 2011-01-14 MWIV N/A Other Director SELL $65.60 9,984 $654,914 459,233 -2.1%
2011-01-14 02:00 2011-01-11 MWIV N/A Other Director SELL $65.92 10,570 $696,799 469,217 -2.2%
2011-01-11 02:34 2011-01-06 MWIV N/A Other Director SELL $65.85 14,157 $932,231 479,787 -2.9%
2011-01-06 02:16 2011-01-03 MWIV N/A Other Director SELL $65.32 6,056 $395,584 493,944 -1.2%
2010-05-11 02:44 2010-05-10 MWIV N/A Other Director SELL $44.86 27 $1,211 500,000 0.0%
2010-04-28 01:33 2010-04-23 MWIV N/A Other Director SELL $43.11 3,814 $164,417 500,027 -0.8%
2010-04-24 00:39 2010-04-21 MWIV N/A Other Director SELL $43.10 9,311 $401,271 503,841 -1.8%
2010-04-22 00:28 2010-04-19 MWIV N/A Other Director SELL $43.62 8,608 $375,509 513,152 -1.6%
2010-04-20 01:07 2010-04-15 MWIV N/A Other Director SELL $43.10 9,061 $390,516 521,760 -1.7%
2010-04-16 00:43 2010-04-13 MWIV N/A Other Director SELL $41.46 6,654 $275,875 530,821 -1.2%
2010-04-14 00:35 2010-04-09 MWIV N/A Other Director SELL $42.44 5,797 $246,046 537,475 -1.1%
2010-04-10 01:15 2010-04-07 MWIV N/A Other Director SELL $42.52 10,842 $460,976 543,272 -2.0%
2010-04-08 00:39 2010-04-05 MWIV N/A Other Director SELL $41.51 6,629 $275,190 554,114 -1.2%
2010-04-06 02:16 2010-04-01 MWIV N/A Other Director SELL $40.45 4,329 $175,102 560,743 -0.8%
2010-04-02 01:07 2010-03-30 MWIV N/A Other Director SELL $41.37 15,903 $657,851 565,072 -2.7%
2010-03-31 00:40 2010-03-26 MWIV N/A Other Director SELL $42.15 9,880 $416,490 580,975 -1.7%
2010-03-27 00:40 2010-03-24 MWIV N/A Other Director SELL $43.76 9,127 $399,364 590,855 -1.5%
2010-03-25 00:37 2010-03-22 MWIV N/A Other Director SELL $44.15 6,201 $273,790 599,982 -1.0%
2010-03-23 00:47 2010-03-18 MWIV N/A Other Director SELL $43.60 5,163 $225,094 606,183 -0.8%
2010-03-19 00:33 2010-03-16 MWIV N/A Other Director SELL $42.81 4,100 $175,514 611,346 -0.7%
2010-03-17 00:29 2010-03-12 MWIV N/A Other Director SELL $42.63 10,400 $443,397 615,446 -1.7%
2010-03-13 02:41 2010-03-10 MWIV N/A Other Director SELL $42.80 6,500 $278,231 625,846 -1.0%
2010-03-11 02:15 2010-03-08 MWIV N/A Other Director SELL $42.91 7,853 $336,935 632,346 -1.2%
2010-03-09 02:40 2010-03-04 MWIV N/A Other Director SELL $43.13 8,805 $379,735 640,199 -1.4%
2010-03-05 01:45 2010-03-02 MWIV N/A Other Director SELL $42.73 6,896 $294,665 649,004 -1.1%
2010-03-03 02:15 2010-02-26 MWIV N/A Other Director SELL $41.52 4,500 $186,841 655,900 -0.7%
2010-02-27 01:42 2010-02-24 MWIV N/A Other Director SELL $42.25 5,800 $245,062 660,400 -0.9%
2010-02-25 01:48 2010-02-22 MWIV N/A Other Director SELL $42.40 4,829 $204,736 666,200 -0.7%
2010-02-23 01:34 2010-02-18 MWIV N/A Other Director SELL $42.26 4,400 $185,965 671,029 -0.7%
2010-02-19 01:31 2010-02-16 MWIV N/A Other Director SELL $42.44 8,100 $343,732 675,429 -1.2%
SHOW ENTRIES

Tracking Multi-Role Insiders: Rebholtz Robert N JR

High-level stakeholders like Rebholtz Robert N JR, whether acting as directors, officers, or 10% owners, often possess unique cross-sector insights. Monitoring a specific CIK like 0001334044 allows investors to identify recurring patterns of trading success across various industries. When a large 10% shareholder or a key beneficial owner moves capital, it often signals a strategic shift in institutional or private conviction.

SEC Transparency for Key Stakeholders

Every market move made by Rebholtz Robert N JR is a matter of public record under federal law. By aggregating Form 4 filings, we provide transparency into the portfolios of major players who hold significant influence. Following the money of those with a 10% stake or executive power helps bridge the information gap between the boardroom and the retail investor.

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.