undamentalytics Newsletter

Broadridge Financial Solutions insider trading

Every open-market purchase and sale by Broadridge Financial Solutions's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Broadridge Financial Solutions insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Broadridge Financial Solutions’s insiders pay?

From February 9, 2010 to October 5, 2026, 35 insiders reported 6 open-market purchases and 257 sales not made under a pre-set plan in Broadridge Financial Solutions. Twelve months after each purchase was reported, the shares were −5.8% against the S&P 500 on average (median −5.3%), over 5 purchases with a full year of prices; 40% beat the index. After sales, the shares moved +3.5% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on February 10, 2010 into $15,128 by November 2, 2026, +2.5% a year. It held shares 19% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $19,627 (+4.1% a year), and held throughout $94,959 (+14.4%).

$0$50.0k$100k 201020122014201620182020202220242026 $95.0k$19.6k$15.1k
Copying Broadridge Financial Solutions's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Broadridge Financial Solutions's insiders from February 10, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 19% of the time.
Broadridge Financial Solutions: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Schifellite Robert Corporate SVP 0 — — 30 +7.7% (30) August 11, 2023
Deschutter Douglas Richard Co-President ICS 0 — — 24 −2.2% (24) June 6, 2025
Daly Richard J Executive Chairman 0 — — 23 +15.1% (23) September 9, 2024
Amsterdam Adam D CVP and Sr. Advisor to the CEO 0 — — 16 +11.7% (16) August 25, 2021
Carey Thomas P Corporate VP 0 — — 14 −8.6% (12) October 5, 2026
Matlin Laura CVP, Deputy GC and CCO 0 — — 14 −2.7% (14) February 5, 2025
Kalenka Robert F Corporate Vice President 0 — — 13 +6.7% (13) May 5, 2023
Perry Christopher John President 0 — — 13 +0.8% (12) November 18, 2025
Duelks Robert N Director 1 −15.4% (1) 0% 11 −10.1% (10) February 6, 2026
Marchesani Charles J Corporate Vice President 0 — — 12 +14.5% (12) May 24, 2017
Brun Leslie A Director 0 — — 10 +2.2% (10) August 27, 2024
Gokey Timothy C CEO 1 — — 9 +18.2% (9) March 9, 2026
Scavelli Gerard F Corporate Vice President 0 — — 8 +10.1% (8) May 28, 2015
Levine Stuart R Director 1 −20.3% (1) 0% 6 +8.6% (6) August 15, 2019
Taylor Julie R. Corporate VP and CHRO 0 — — 7 −2.9% (7) May 20, 2020
Benzie John Peter Corporate Vice President 0 — — 6 −0.1% (6) May 13, 2013
Mayadas Vijay Corporate Vice President 0 — — 5 −3.5% (5) November 29, 2021
Weber Alan J Director 1 +5.5% (1) 100% 4 +20.3% (4) November 19, 2019
Perna Thomas J Director 1 −5.3% (1) 0% 3 +3.1% (3) November 23, 2022
Haviland Richard J Director 0 — — 3 +11.7% (3) June 4, 2018
Hogan John President 0 — — 3 +8.1% (3) March 6, 2013
Jarkowski Hope M. Chief Legal Officer 0 — — 3 −65.8% (2) June 5, 2026
Liberatore Michael VP, ICS - Mutual Funds 0 — — 3 +2.8% (3) August 18, 2021
Markus Maura A. Director 0 — — 3 −23.8% (3) June 5, 2025
Barra Joseph N Corporate Vice President 0 — — 2 +26.3% (2) August 14, 2013
Gumbs Keir D CVP and Chief Legal Officer 0 — — 2 −8.5% (2) November 9, 2023
Stingi Richard John Corporate VP and CHRO 0 — — 2 −30.6% (2) May 7, 2025
Young James M Corporate SVP and CFO 0 — — 2 −4.5% (2) August 17, 2020
Carter Pamela L Director 0 — — 1 −65.4% (1) May 20, 2025
Charbonnier Maryjo Corporate Vice President 0 — — 1 +32.0% (1) August 15, 2014
Dampeer Lyell Corporate Vice President 0 — — 1 −3.0% (1) August 31, 2016
Keller Brett Director 0 — — 1 −43.7% (1) February 6, 2025
Lebenthal Alexandra Director 1 +6.2% (1) 100% 0 — February 10, 2011
Sheldon Dan Corporate Vice President 0 — — 1 +35.7% (1) May 13, 2013
Tae Michael S Corporate VP, CTO, ICS 0 — — 1 −6.2% (1) November 10, 2021

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Broadridge Financial Solutions

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Broadridge Financial Solutions in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 2 buying crowds with six months of prices, it averaged −3.2% against the index. After 17 selling crowds, +1.9%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
August 30, 20243 selling+4.1%+10.7%+3.7%
December 29, 20233 selling−10.6%−19.1%−13.2%
May 31, 20235 selling+19.6%+21.5%+11.1%
August 31, 20226 selling−16.1%−18.2%−4.2%
December 31, 20213 selling−9.8%−0.3%−6.5%
September 30, 20213 selling−1.2%−11.7%+3.6%
April 30, 20193 selling+8.7%+2.3%−2.2%
February 28, 20189 selling+15.4%+25.8%−2.6%
August 31, 20168 selling−8.0%−9.4%−1.3%
June 30, 20153 selling+18.7%+9.0%+27.5%
February 27, 20155 selling+1.6%+5.8%+14.0%
June 30, 20143 selling−0.7%+5.4%+15.6%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Latest 12 of 19. Total returns from the month end; past patterns are not a forecast.

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