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Buy track record

How this insider's open-market purchases have performed
77%
of buys now in profit
17 up · 5 down
Avg return since buy−7.2%
Median return+19.0%
Best trade+19.0%
Worst trade−96.5%
Buys scored22 (+35 n/a)
Average return by holding period — separates good entry timing from riding one long winner
After 1 month +0.0% 0% won · 22 trades
After 3 months +0.0% 0% won · 22 trades
After 6 months +0.0% 0% won · 22 trades
After 12 months +0.0% 0% won · 22 trades
DateCompany90d trendBuy priceValueΔOwn1M3M6M12MTo date
Aug 4, 2005 AWX $4 $2.6K +0.1% +0.0% +0.0% +0.0% +0.0% +19.0%
Aug 2, 2005 AWX $4 $8.6K +0.4% +0.0% +0.0% +0.0% +0.0% +19.0%
Aug 1, 2005 AWX $4 $4.3K +0.2% +0.0% +0.0% +0.0% +0.0% +19.0%
Jul 29, 2005 AWX $4 $6K +0.3% +0.0% +0.0% +0.0% +0.0% +19.0%
Jul 28, 2005 AWX $4 $6.9K +0.3% +0.0% +0.0% +0.0% +0.0% +19.0%
Jul 27, 2005 AWX $4 $3.3K +0.2% +0.0% +0.0% +0.0% +0.0% +19.0%
Jul 25, 2005 AWX $4 $23.2K +1.2% +0.0% +0.0% +0.0% +0.0% +19.0%
Jul 19, 2005 AWX $4 $10K +0.5% +0.0% +0.0% +0.0% +0.0% +19.0%
Jul 14, 2005 AWX $4 $21.9K +1.2% +0.0% +0.0% +0.0% +0.0% +19.0%
Jul 13, 2005 AWX $4 $7.5K +0.4% +0.0% +0.0% +0.0% +0.0% +19.0%
Jul 11, 2005 AWX $4 $10.6K +0.6% +0.0% +0.0% +0.0% +0.0% +19.0%
Jul 6, 2005 AWX $4 $12.2K +0.6% +0.0% +0.0% +0.0% +0.0% +19.0%
Jul 1, 2005 AWX $4 $82K +4.7% +0.0% +0.0% +0.0% +0.0% +19.0%
Jun 24, 2005 AWX $4 $42.5K +49% +0.0% +0.0% +0.0% +0.0% +19.0%
Jun 9, 2005 AWX $5 $49.1K +2.5% +0.0% +0.0% +0.0% +0.0% +19.0%
Jun 6, 2005 AWX $4 $1.3K +0.1% +0.0% +0.0% +0.0% +0.0% +19.0%
Jun 3, 2005 AWX $5 $46.7K +2.5% +0.0% +0.0% +0.0% +0.0% +19.0%
Dec 17, 2004 SVIN $6 $30.2K +1.5% +0.0% +0.0% +0.0% +0.0% −96.5%
Dec 14, 2004 SVIN $6 $4.2K +0.2% +0.0% +0.0% +0.0% +0.0% −96.5%
Nov 15, 2004 SVIN $6 $23.9K +1.2% +0.0% +0.0% +0.0% +0.0% −96.5%
Nov 12, 2004 SVIN $6 $6.4K +0.3% +0.0% +0.0% +0.0% +0.0% −96.5%
Nov 1, 2004 SVIN $6 $175.2K +10.0% +0.0% +0.0% +0.0% +0.0% −96.5%
How this is calculated. We score only open-market purchases (SEC code P) — the buys that carry real signal. Each trade's return is measured from the adjusted closing price on the purchase date to the latest close, accounting for stock splits and dividends. The 1M/3M/6M/12M columns show the same trade's return after each fixed holding period; a dash means that horizon hasn't elapsed yet or isn't priceable. Sales are excluded because insiders sell for many routine reasons. With only 22 scored trades, treat this as a small sample, not a verdict.
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Open-market buys
$3.39M
58 trades
Open-market sells
$16.76M
10 trades
Net flow
−$13.37M
Net selling
Total filings
68
transactions shown

Full transaction history

All Form 4 activity across every company, newest first
View on SEC EDGAR ↗
QRCP
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Mar 19, 2008 ΔOwn +13%

Advisory Research Inc, QRCP's 10% owner, spent $1.09M of their own money on 169,592 shares at $6, growing their stake 13%.

+$1.09M
169,592 sh @ $6
QRCP
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Mar 19, 2008 ΔOwn +6.6%

Advisory Research Inc, QRCP's 10% owner, spent $415K of their own money on 64,844 shares at $6, growing their stake 7%.

+$415K
64,844 sh @ $6
AWX
Sell ADVISORY RESEARCH INC · 10% Owner · Open-market sale · filed Jul 19, 2007 ΔOwn −1.3%

Advisory Research Inc sold $50K of AWX, trimming their stake 1%.

−$50K
5,000 sh @ $10
AWX
Sell ADVISORY RESEARCH INC · 10% Owner · Open-market sale · filed Jul 17, 2007 ΔOwn −2.1%

Advisory Research Inc sold $80.4K of AWX, trimming their stake 2%.

−$80.4K
8,000 sh @ $10
AWX
Sell ADVISORY RESEARCH INC · 10% Owner · Open-market sale · filed Jul 17, 2007 ΔOwn −0.8%

Advisory Research Inc sold $31.3K of AWX, trimming their stake 1%.

−$31.3K
3,128 sh @ $10
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AWX
Sell ADVISORY RESEARCH INC · 10% Owner · Open-market sale · filed Jul 3, 2007 ΔOwn −0.5%

Advisory Research Inc sold $21.2K of AWX, trimming their stake 1%.

−$21.2K
2,100 sh @ $10
AWX
Sell ADVISORY RESEARCH INC · 10% Owner · Open-market sale · filed Jun 29, 2007 ΔOwn −0.6%

Advisory Research Inc sold $22.7K of AWX, trimming their stake 1%.

−$22.7K
2,300 sh @ $10
AWX
Sell ADVISORY RESEARCH INC · 10% Owner · Open-market sale · filed Jun 28, 2007 ΔOwn −16%

Advisory Research Inc sold $732.5K of AWX, trimming their stake 16%.

−$732.5K
76,300 sh @ $10
TESS
Sell ADVISORY RESEARCH INC · 10% Owner · Open-market sale · filed Sep 14, 2006 ΔOwn −100%

Advisory Research Inc sold $15.74M of TESS, trimming their stake 100%.

−$15.74M
629,575 sh @ $25
SVIN
Sell ADVISORY RESEARCH INC · 10% Owner · Open-market sale · filed Feb 16, 2006 ΔOwn −3.0%

Advisory Research Inc sold $62.5K of SVIN, trimming their stake 3%.

−$62.5K
10,000 sh @ $6
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Oct 5, 2005 ΔOwn +0.1%

Advisory Research Inc, TESS's 10% owner, spent $6.1K of their own money on 470 shares at $13.

+$6.1K
470 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Oct 5, 2005 ΔOwn +0.3%

Advisory Research Inc, TESS's 10% owner, spent $25.2K of their own money on 1,930 shares at $13.

+$25.2K
1,930 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Oct 5, 2005

Advisory Research Inc, TESS's 10% owner, spent $2.6K of their own money on 200 shares at $13.

+$2.6K
200 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Sep 29, 2005 ΔOwn +0.3%

Advisory Research Inc, TESS's 10% owner, spent $20.8K of their own money on 1,600 shares at $13.

+$20.8K
1,600 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Sep 29, 2005 ΔOwn +1.3%

Advisory Research Inc, TESS's 10% owner, spent $100.5K of their own money on 7,800 shares at $13, growing their stake 1%.

+$100.5K
7,800 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Sep 29, 2005

Advisory Research Inc, TESS's 10% owner, spent $3.9K of their own money on 300 shares at $13.

+$3.9K
300 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Sep 26, 2005 ΔOwn +0.7%

Advisory Research Inc, TESS's 10% owner, spent $51.5K of their own money on 4,000 shares at $13, growing their stake 1%.

+$51.5K
4,000 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Sep 26, 2005 ΔOwn +0.8%

Advisory Research Inc, TESS's 10% owner, spent $64.5K of their own money on 5,000 shares at $13, growing their stake 1%.

+$64.5K
5,000 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Sep 26, 2005 ΔOwn +2.5%

Advisory Research Inc, TESS's 10% owner, spent $193.8K of their own money on 15,000 shares at $13, growing their stake 3%.

+$193.8K
15,000 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Sep 19, 2005 ΔOwn +0.2%

Advisory Research Inc, TESS's 10% owner, spent $13K of their own money on 1,000 shares at $13.

+$13K
1,000 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Sep 19, 2005 ΔOwn +0.1%

Advisory Research Inc, TESS's 10% owner, spent $6.5K of their own money on 500 shares at $13.

+$6.5K
500 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Sep 12, 2005 ΔOwn +0.1%

Advisory Research Inc, TESS's 10% owner, spent $5K of their own money on 400 shares at $13.

+$5K
400 sh @ $13
TESS
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Sep 12, 2005 ΔOwn +0.1%

Advisory Research Inc, TESS's 10% owner, spent $5K of their own money on 400 shares at $13.

+$5K
400 sh @ $13
AWX
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Aug 5, 2005 ΔOwn +0.1%

Advisory Research Inc, AWX's 10% owner, spent $2.6K of their own money on 600 shares at $4.

+$2.6K
600 sh @ $4
AWX
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Aug 5, 2005 ΔOwn +0.4%

Advisory Research Inc, AWX's 10% owner, spent $8.6K of their own money on 2,000 shares at $4.

+$8.6K
2,000 sh @ $4
AWX
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Aug 2, 2005 ΔOwn +0.2%

Advisory Research Inc, AWX's 10% owner, spent $4.3K of their own money on 1,000 shares at $4.

+$4.3K
1,000 sh @ $4
AWX
Buy ADVISORY RESEARCH INC · 10% Owner · Open-market purchase · filed Aug 2, 2005 ΔOwn +0.3%

Advisory Research Inc, AWX's 10% owner, spent $6K of their own money on 1,400 shares at $4.

+$6K
1,400 sh @ $4

Frequently asked questions

How is ADVISORY RESEARCH INC's win rate calculated?

We take every open-market purchase (SEC code P) we can match to a stock price, then compare the split- and dividend-adjusted price on the purchase date to the most recent close. The win rate is the share of those buys currently trading above the purchase price. Sales and share grants are not scored.

Why are some buys not included in the score?

A purchase is excluded if we can't price it — for example if the ticker is missing from the filing, the company has been delisted, or the security isn't a common stock we can match to market data. Excluded counts are shown next to the scored total.

What do the 1M / 3M / 6M / 12M columns mean?

They show each purchase's return after a fixed holding period — one, three, six, and twelve months from the buy date — using split- and dividend-adjusted prices. This separates good entry timing from simply holding a long-running winner. A dash means that horizon hasn't elapsed yet for that trade, or the stock couldn't be priced at that date.

Does a high win rate mean I should copy this insider?

No. Past performance does not predict future results, sample sizes are often small, and an insider's edge in their own company doesn't transfer to yours. This is context, not a recommendation. InsiderSource is not investment advice.

Where does this data come from?

Trades come from ADVISORY RESEARCH INC's SEC Form 4 filings on EDGAR. Prices come from public market data and are split/dividend-adjusted. Always verify against the original filings before acting.