Carters Inc insider trading
Every open-market purchase and sale by Carters Inc's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
Does following Carters Inc’s insiders pay?
From November 8, 2010 to March 22, 2024, 33 insiders reported 26 open-market purchases and 80 sales not made under a pre-set plan in Carters Inc. Twelve months after each purchase was reported, the shares were +28.6% against the S&P 500 on average (median +26.7%), over 26 purchases with a full year of prices; 73% beat the index. After sales, the shares moved −10.1% against the index over 12 months (a negative figure means selling was the right call). 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 November 9, 2010 into $34,280 by November 2, 2026, +8.0% a year. It held shares 41% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $26,191 (+6.2% a year), and held throughout $82,381 (+14.1%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Westenberger Richard F. | EVP and CFO | 0 | — | — | 12 | −9.5% (12) | November 17, 2021 |
| D'emilio Julie | EVP, Sales | 0 | — | — | 8 | −21.4% (8) | December 8, 2023 |
| Pulver David | Director | 7 | +0.6% (7) | 43% | 0 | — | December 19, 2018 |
| Wilson Jill | SVP HR and Talent Development | 0 | — | — | 7 | −18.3% (7) | August 7, 2023 |
| Whiddon Thomas E | Director | 0 | — | — | 5 | −2.4% (5) | August 7, 2017 |
| Brinkley Amy Woods | Director | 1 | −4.1% (1) | 0% | 3 | −26.9% (3) | November 15, 2019 |
| Krugman Kendra | EVP, Retail & Chf. Merch. Ofc. | 0 | — | — | 4 | −27.5% (4) | November 3, 2023 |
| Petty James C | President Retail Stores | 0 | — | — | 4 | +8.0% (4) | March 19, 2013 |
| Pivar Ben | SVP, CIO | 0 | — | — | 4 | −25.3% (4) | November 17, 2023 |
| Stockbridge Fund, L.P. | 10% owner | 4 | +41.7% (4) | 100% | 0 | — | August 10, 2011 |
| Williams Jeffrey B. | Senior VP Retail | 0 | — | — | 4 | −5.5% (4) | March 3, 2016 |
| Berkshire Fund VII L.P. | 10% owner | 2 | +49.0% (2) | 100% | 1 | +5.4% (1) | April 30, 2012 |
| Cleverly A Bruce | Director | 0 | — | — | 3 | +0.4% (3) | August 1, 2018 |
| Eagle Jevin | Director | 0 | — | — | 3 | −4.2% (3) | August 23, 2018 |
| Foglesong Greg | EVP North American Retail | 0 | — | — | 3 | −28.5% (3) | November 21, 2019 |
| Lynch Brian | President, Carter's, Inc. | 0 | — | — | 3 | +4.5% (3) | August 5, 2015 |
| Stockbridge Associates LLC | 10% owner | 3 | +71.5% (3) | 100% | 0 | — | June 13, 2011 |
| Stockbridge Fund M, L.P. | 10% owner | 3 | +53.4% (3) | 100% | 0 | — | October 24, 2011 |
| Whetzel Charles E Jr | EVP & Chief Supply Chain | 0 | — | — | 3 | +57.0% (3) | August 31, 2011 |
| Evans Lisa | EVP and Brand Leader | 0 | — | — | 2 | +12.8% (2) | July 30, 2014 |
| Fulton Paul | Director | 0 | — | — | 2 | −13.7% (2) | November 13, 2017 |
| Jenkins Jeff | EVP Global Marketing | 0 | — | — | 2 | −43.5% (2) | March 13, 2024 |
| Montgoris William J | Director | 2 | −18.1% (2) | 0% | 0 | — | June 17, 2022 |
| Rork Christopher | EVP of Supply Chain | 0 | — | — | 2 | +6.3% (2) | May 14, 2014 |
| Berkshire Fund Vii-A L.P. | 10% owner | 1 | +39.8% (1) | 100% | 0 | — | February 3, 2011 |
| Berkshire Investors III LLC | 10% owner | 1 | +61.8% (1) | 100% | 0 | — | April 7, 2011 |
| Corning Kevin Doyle | EVP, International | 0 | — | — | 1 | −23.8% (1) | June 4, 2018 |
| Fitzgerald Lisa | EVP Brand Leader | 0 | — | — | 1 | −1.6% (1) | August 14, 2013 |
| Hipp Mark | Director | 0 | — | — | 1 | −57.8% (1) | March 22, 2024 |
| Robinson Antonio | SVP, CSR | 0 | — | — | 1 | −19.6% (1) | May 21, 2021 |
| Seventh Berkshire Associates LLC | 10% owner | 1 | +19.2% (1) | 100% | 0 | — | November 8, 2010 |
| Smith Peter Royer | EVP Supply Chain | 0 | — | — | 1 | −12.1% (1) | August 5, 2021 |
| Stockbridge Partners LLC | 10% owner | 1 | +18.7% (1) | 100% | 0 | — | November 10, 2010 |
When several insiders traded Carters Inc
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Carters Inc 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 1 buying crowd with six months of prices, it averaged −16.4% against the index. After 14 selling crowds, −8.2%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| December 29, 2023 | 3 selling | +1.8% | −32.4% | −48.9% |
| May 28, 2021 | 3 selling | −6.2% | −9.3% | −22.5% |
| December 31, 2020 | 3 selling | −9.8% | −6.1% | −19.7% |
| November 29, 2019 | 4 selling | −7.1% | −14.0% | −30.3% |
| May 31, 2019 | 4 selling | +3.5% | +8.3% | −6.7% |
| August 31, 2018 | 3 selling | −7.6% | −8.2% | −13.2% |
| December 29, 2017 | 3 selling | −11.5% | −9.5% | −25.1% |
| March 31, 2016 | 4 selling | −1.1% | −22.3% | −30.8% |
| August 31, 2015 | 4 selling | −18.2% | +3.4% | −14.3% |
| March 31, 2015 | 4 selling | +15.0% | +3.2% | +13.5% |
| July 31, 2014 | 3 selling | −0.7% | +2.6% | +22.5% |
| March 31, 2014 | 7 selling | −16.2% | −6.0% | +7.7% |