Delgado-Moreira Juan

Director, Co-Chief Executive Officer, 10% Owner, Vice Chairman, Managing Director · SEC CIK 1698040
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Buy track record

How this insider's open-market purchases have performed
44%
of buys now in profit
4 up · 5 down
Avg return since buy+47.8%
Median return−24.8%
Best trade+415.6%
Worst trade−59.3%
Buys scored9
Average return by holding period — separates good entry timing from riding one long winner
After 1 month −6.3% 11% won · 9 trades
After 3 months −1.6% 67% won · 9 trades
After 6 months +1.7% 57% won · 7 trades
After 12 months +39.1% 80% won · 5 trades
DateCompany90d trendBuy priceValueΔOwn1M3M6M12MTo date
Feb 20, 2026 HLNE $107 $698.3K +0.5% −6.4% −20.0% −24.8%
Feb 20, 2026 HLNE $108 $291K +0.2% −6.4% −20.0% −24.8%
Nov 7, 2025 HLNE $130 $520.4K +0.3% −3.1% +2.7% −31.5% −38.3%
Nov 7, 2025 HLNE $131 $522.4K +0.3% −3.1% +2.7% −31.5% −38.3%
Nov 11, 2024 HLNE $202 $106K +2.4% −13.7% −22.1% −13.7% −33.5% −59.3%
Sep 1, 2022 HLNE $69 $183.8K +0.2% −8.1% +7.3% +14.9% +39.6% +25.4%
Aug 31, 2022 HLNE $69 $856.5K +1.0% −9.8% +5.3% +12.7% +36.5% +23.1%
Nov 14, 2018 HLNE $37 $794.5K NEW −6.5% +18.4% +34.1% +55.8% +151.8%
Mar 6, 2017 HLNE $16 $44.8K +0.2% +0.4% +11.5% +26.6% +97.1% +415.6%
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 9 scored trades, treat this as a small sample, not a verdict.
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Open-market buys
$4.02M
9 trades
Open-market sells
$14.21M
2 trades
Net flow
−$10.19M
Net selling
Total filings
26
transactions shown

Full transaction history

All Form 4 activity across every company, newest first
View on SEC EDGAR ↗
HLNE
Buy Delgado-Moreira Juan · Director, Co-Chief Executive Officer, 10% Owner · Open-market purchase · filed Feb 24, 2026 ΔOwn +0.5%

Delgado-moreira Juan, HLNE's CEO, spent $698.3K of their own money on 6,520 shares at $107.

+$698.3K
6,520 sh @ $107
HLNE
Buy Delgado-Moreira Juan · Director, Co-Chief Executive Officer, 10% Owner · Open-market purchase · filed Feb 24, 2026 ΔOwn +0.2%

Delgado-moreira Juan, HLNE's CEO, spent $291K of their own money on 2,705 shares at $108.

+$291K
2,705 sh @ $108
HLNE
Buy Delgado-Moreira Juan · Director, Co-Chief Executive Officer, 10% Owner · Open-market purchase · filed Nov 10, 2025 ΔOwn +0.3%

Delgado-moreira Juan, HLNE's CEO, spent $520.4K of their own money on 4,008 shares at $130.

+$520.4K
4,008 sh @ $130
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HLNE
Buy Delgado-Moreira Juan · Director, Co-Chief Executive Officer, 10% Owner · Open-market purchase · filed Nov 10, 2025 ΔOwn +0.3%

Delgado-moreira Juan, HLNE's CEO, spent $522.4K of their own money on 3,992 shares at $131.

+$522.4K
3,992 sh @ $131
HLNE
Buy Delgado-Moreira Juan · Director, Co-Chief Executive Officer, 10% Owner · Open-market purchase · filed Nov 13, 2024 ΔOwn +2.4%

Delgado-moreira Juan, HLNE's CEO, spent $106K of their own money on 525 shares at $202, growing their stake 2%.

+$106K
525 sh @ $202
HLNE
Buy Delgado-Moreira Juan · Vice Chairman, 10% Owner · Open-market purchase · filed Sep 2, 2022 ΔOwn +0.2%

Delgado-moreira Juan, HLNE's 10% owner, spent $183.8K of their own money on 2,649 shares at $69.

+$183.8K
2,649 sh @ $69
HLNE
Buy Delgado-Moreira Juan · Vice Chairman, 10% Owner · Open-market purchase · filed Sep 2, 2022 ΔOwn +1.0%

Delgado-moreira Juan, HLNE's 10% owner, spent $856.5K of their own money on 12,351 shares at $69, growing their stake 1%.

+$856.5K
12,351 sh @ $69
HLNE
Sell Delgado-Moreira Juan · Vice Chairman, 10% Owner · Open-market sale · filed Sep 14, 2021 ΔOwn −4.8%

Delgado-moreira Juan sold $5.21M of HLNE, trimming their stake 5%.

−$5.21M
61,864 sh @ $84
HLNE
Sell Delgado-Moreira Juan · Vice Chairman, 10% Owner · Open-market sale · filed Sep 16, 2019 ΔOwn −10%

Delgado-moreira Juan sold $9M of HLNE, trimming their stake 10%.

−$9M
150,000 sh @ $60
HLNE
Buy Delgado-Moreira Juan · Vice Chairman, 10% Owner · Open-market purchase · filed Nov 15, 2018 ΔOwn NEW

Delgado-moreira Juan, HLNE's 10% owner, spent $794.5K of their own money on 21,450 shares at $37, opening a brand-new position.

+$794.5K
21,450 sh @ $37
HLNE
Buy Delgado-Moreira Juan · Managing Director, 10% Owner · Open-market purchase · filed Mar 8, 2017 ΔOwn +0.2%

Delgado-moreira Juan, HLNE's 10% owner, spent $44.8K of their own money on 2,800 shares at $16.

+$44.8K
2,800 sh @ $16

Frequently asked questions

How is Delgado-Moreira Juan'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 Delgado-Moreira Juan'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.