CAT
+$0
211 sh
Marks Judith Fran
Director, Chair, CEO and President, Chair, CEO & President, President & CEO, President and CEO, President & CEO, Otis, President, Otis · SEC CIK 1665490Advertisement
Buy track record
How this insider's open-market purchases have performed100%
of buys now in profit
1 up · 0 down
Avg return since buy+468.5%
Median return+468.5%
Best trade+468.5%
Worst trade+468.5%
Buys scored1
Average return by holding period — separates good entry timing from riding one long winner
After 1 month
+0.0%
0% won · 1 trade
After 3 months
+0.0%
0% won · 1 trade
After 6 months
+3.7%
100% won · 1 trade
After 12 months
+20.7%
100% won · 1 trade
| Date | Company | 90d trend | Buy price | Value | ΔOwn | 1M | 3M | 6M | 12M | To date |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 10, 2016 | HUBB | $90 | $90.3K | NEW | +0.0% | +0.0% | +3.7% | +20.7% | +468.5% |
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 1 scored trade, treat this as a small sample, not a verdict.
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Open-market buys
$90.3K
1 trades
Open-market sells
$19.03M
6 trades
Net flow
−$18.94M
Net selling
Total filings
56
transactions shown
Full transaction history
All Form 4 activity across every company, newest firstOTIS
+$0
11,828 sh
OTIS
−$477.8K
5,318 sh @ $90
OTIS
+$0
11,787 sh
OTIS
−$476.7K
5,306 sh @ $90
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OTIS
−$5.1M
56,107 sh @ $91
OTIS
+$0
18,425 sh
OTIS
−$748.4K
8,281 sh @ $90
OTIS
−$4.19M
46,780 sh @ $90
OTIS
+$12.26M
191,799 sh @ $64
OTIS
−$12.26M
135,692 sh @ $90
OTIS
+$0
58,169 sh
OTIS
−$1.05M
12,073 sh @ $87
CAT
+$169.9K
482 sh @ $353
OTIS
−$2.72M
28,440 sh @ $96
OTIS
+$0
11,612 sh
OTIS
−$497.7K
5,248 sh @ $95
OTIS
+$0
11,580 sh
OTIS
−$502.7K
5,234 sh @ $96
OTIS
+$6.86M
101,096 sh @ $68
OTIS
−$6.86M
72,656 sh @ $94
OTIS
−$3.59M
38,012 sh @ $94
OTIS
+$0
50,997 sh
OTIS
−$1.14M
12,087 sh @ $94
OTIS
+$0
10,372 sh
OTIS
−$298.1K
3,153 sh @ $95
CAT
+$170K
517 sh @ $329
OTIS
−$3.43M
37,312 sh @ $92
OTIS
+$0
11,433 sh
OTIS
−$474.5K
5,171 sh @ $92
Frequently asked questions
How is Marks Judith Fran'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 Marks Judith Fran'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.