ADV
+$0
4,477 sh
Ratzan Brian K.
Director, Chief Financial Officer · SEC CIK 1679746Advertisement
Buy track record
How this insider's open-market purchases have performed0%
of buys now in profit
0 up · 6 down
Avg return since buy−24.8%
Median return−23.3%
Best trade−8.5%
Worst trade−46.9%
Buys scored6
Average return by holding period — separates good entry timing from riding one long winner
After 1 month
+18.2%
83% won · 6 trades
After 3 months
+27.7%
67% won · 6 trades
After 6 months
+29.8%
83% won · 6 trades
After 12 months
+51.8%
100% won · 6 trades
| Date | Company | 90d trend | Buy price | Value | ΔOwn | 1M | 3M | 6M | 12M | To date |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 13, 2023 | ADV | $2 | $241.4K | +33% | +52.4% | +76.9% | +61.3% | +54.7% | −20.6% | |
| Nov 10, 2023 | ADV | $2 | $197.6K | +40% | +61.6% | +102.0% | +77.3% | +66.7% | −14.9% | |
| Sep 16, 2022 | ADV | $2 | $247K | +191% | +6.1% | −23.2% | −26.0% | +15.9% | −31.5% | |
| Apr 13, 2020 | SMPL | $16 | $240K | +23% | +1.4% | +30.1% | +33.5% | +96.1% | −26.1% | |
| Feb 3, 2020 | SMPL | $23 | $229.8K | +18% | −16.1% | −21.4% | +3.4% | +24.7% | −46.9% | |
| Feb 9, 2018 | SMPL | $12 | $504.8K | +543% | +3.8% | +1.8% | +29.2% | +52.6% | −8.5% |
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 6 scored trades, treat this as a small sample, not a verdict.
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Open-market buys
$1.66M
6 trades
Open-market sells
$24.77M
12 trades
Net flow
−$23.11M
Net selling
Total filings
34
transactions shown
Full transaction history
All Form 4 activity across every company, newest firstSMPL
+$0
6,500 sh
SMPL
+$0
1,722 sh
ADV
+$0
141,129 sh
SMPL
−$1.87M
50,000 sh @ $37
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SMPL
−$2.41M
66,483 sh @ $36
SMPL
−$460.9K
12,714 sh @ $36
SMPL
−$755.6K
20,803 sh @ $36
SMPL
+$0
3,827 sh
ADV
+$0
49,715 sh
SMPL
−$1.31M
30,768 sh @ $43
SMPL
−$328.4K
8,180 sh @ $40
SMPL
−$2.07M
51,512 sh @ $40
SMPL
−$1.15M
28,766 sh @ $40
SMPL
−$2.46M
61,284 sh @ $40
SMPL
−$10.3K
258 sh @ $40
ADV
Ratzan Brian K., ADV's Director, spent $241.4K of their own money on 115,400 shares at $2, growing their stake 33%.
+$241.4K
115,400 sh @ $2
ADV
Ratzan Brian K., ADV's Director, spent $197.6K of their own money on 100,000 shares at $2, growing their stake 40%.
+$197.6K
100,000 sh @ $2
SMPL
+$0
3,771 sh
SMPL
−$11.33M
300,000 sh @ $38
ADV
+$0
98,314 sh
SMPL
−$605.3K
15,133 sh @ $40
ADV
Ratzan Brian K., ADV's Director, spent $247K of their own money on 100,000 shares at $2, growing their stake 191%.
+$247K
100,000 sh @ $2
SMPL
+$0
3,889 sh
ADV
+$0
40,603 sh
ADV
+$0
11,666 sh
SMPL
+$0
2,812 sh
SMPL
+$0
4,222 sh
SMPL
Ratzan Brian K., SMPL's Director, spent $240K of their own money on 15,000 shares at $16, growing their stake 23%.
+$240K
15,000 sh @ $16
SMPL
Ratzan Brian K., SMPL's Director, spent $229.8K of their own money on 10,000 shares at $23, growing their stake 18%.
+$229.8K
10,000 sh @ $23
Frequently asked questions
How is Ratzan Brian K.'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 Ratzan Brian K.'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.