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Buy track record

How this insider's open-market purchases have performed
100%
of buys now in profit
11 up · 0 down
Avg return since buy+78.4%
Median return+64.6%
Best trade+164.9%
Worst trade+14.8%
Buys scored11 (+1 n/a)
Average return by holding period — separates good entry timing from riding one long winner
After 1 month +15.7% 91% won · 11 trades
After 3 months +13.0% 82% won · 11 trades
After 6 months +2.7% 64% won · 11 trades
After 12 months −6.5% 55% won · 11 trades
DateCompany90d trendBuy priceValueΔOwn1M3M6M12MTo date
Jun 14, 2024 CTOS $4 $43.4K +3.4% +4.4% −12.4% +22.7% +10.5% +151.3%
May 7, 2024 CTOS $4 $162.9K +16% +15.6% +0.0% +23.7% +1.7% +164.9%
Nov 10, 2023 CTOS $5 $71.9K +14% +19.7% +39.2% −8.9% +3.4% +115.9%
May 15, 2023 CTOS $6 $2K +0.2% +10.3% +0.5% −17.5% −30.2% +64.6%
May 15, 2023 CTOS $7 $130.6K +24% +10.3% +0.5% −17.5% −30.2% +64.6%
May 12, 2023 CTOS $6 $126.3K +11% +9.7% +3.3% −23.9% −28.6% +67.9%
May 13, 2022 CTOS $6 $113.6K +31% −4.9% +26.2% +8.6% +10.3% +81.6%
Aug 17, 2021 CTOS $7 $98.3K +15% +42.6% +41.7% +21.1% +6.6% +60.9%
Aug 17, 2021 CTOS $6 $96.8K +30% +42.6% +41.7% +21.1% +6.6% +60.9%
Apr 1, 2021 CTOS $5 $500K NEW +11.4% +1.3% +0.1% −10.8% +14.8%
Apr 1, 2021 CTOS $5 $250K NEW +11.4% +1.3% +0.1% −10.8% +14.8%
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 11 scored trades, treat this as a small sample, not a verdict.
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Open-market buys
$1.65M
12 trades
Open-market sells
$292K
1 trades
Net flow
+$1.35M
Net buying
Total filings
40
transactions shown

Full transaction history

All Form 4 activity across every company, newest first
View on SEC EDGAR ↗
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CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed Jun 14, 2024 ΔOwn +3.4%

Heinberg Marshall, CTOS's Director, spent $43.4K of their own money on 10,000 shares at $4, growing their stake 3%.

+$43.4K
10,000 sh @ $4
CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed May 8, 2024 ΔOwn +16%

Heinberg Marshall, CTOS's Director, spent $162.9K of their own money on 40,000 shares at $4, growing their stake 16%.

+$162.9K
40,000 sh @ $4
CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed Nov 14, 2023 ΔOwn +14%

Heinberg Marshall, CTOS's Director, spent $71.9K of their own money on 15,000 shares at $5, growing their stake 14%.

+$71.9K
15,000 sh @ $5
CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed May 16, 2023 ΔOwn +0.2%

Heinberg Marshall, CTOS's Director, spent $2K of their own money on 311 shares at $6.

+$2K
311 sh @ $6
CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed May 16, 2023 ΔOwn +24%

Heinberg Marshall, CTOS's Director, spent $130.6K of their own money on 20,000 shares at $7, growing their stake 24%.

+$130.6K
20,000 sh @ $7
CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed May 16, 2023 ΔOwn +11%

Heinberg Marshall, CTOS's Director, spent $126.3K of their own money on 19,689 shares at $6, growing their stake 11%.

+$126.3K
19,689 sh @ $6
CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed May 16, 2022 ΔOwn +31%

Heinberg Marshall, CTOS's Director, spent $113.6K of their own money on 20,000 shares at $6, growing their stake 31%.

+$113.6K
20,000 sh @ $6
PAE
Disposition to issuer Heinberg Marshall · Director · Disposition to issuer · filed Feb 16, 2022 ΔOwn −100%
−$0
13,453 sh
CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed Aug 18, 2021 ΔOwn +15%

Heinberg Marshall, CTOS's Director, spent $98.3K of their own money on 15,000 shares at $7, growing their stake 15%.

+$98.3K
15,000 sh @ $7
CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed Aug 18, 2021 ΔOwn +30%

Heinberg Marshall, CTOS's Director, spent $96.8K of their own money on 15,000 shares at $6, growing their stake 30%.

+$96.8K
15,000 sh @ $6
CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed Apr 5, 2021 ΔOwn NEW

Heinberg Marshall, CTOS's Director, spent $500K of their own money on 100,000 shares at $5, opening a brand-new position.

+$500K
100,000 sh @ $5
CTOS
Buy Heinberg Marshall · Director · Open-market purchase · filed Apr 5, 2021 ΔOwn NEW

Heinberg Marshall, CTOS's Director, spent $250K of their own money on 50,000 shares at $5, opening a brand-new position.

+$250K
50,000 sh @ $5
ECOM
Sell Heinberg Marshall · Director · Open-market sale · filed Mar 4, 2021 ΔOwn −40%

Heinberg Marshall sold $292K of ECOM, trimming their stake 40%.

−$292K
13,000 sh @ $22
PAE
Option exercise Heinberg Marshall · Director · Option exercise · filed Feb 11, 2021 ΔOwn NEW
+$0
13,453 sh
ECOM
Buy Heinberg Marshall · Director · Open-market purchase · filed Mar 17, 2020 ΔOwn +59%

Heinberg Marshall, ECOM's Director, spent $50.1K of their own money on 9,500 shares at $5, growing their stake 59%.

+$50.1K
9,500 sh @ $5

Frequently asked questions

How is Heinberg Marshall A'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 Heinberg Marshall A'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.