H2o America insider trading
Every open-market purchase and sale by H2o America's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following H2o America’s insiders pay?
From March 8, 2010 to July 8, 2026, 17 insiders reported 42 open-market purchases and 31 sales not made under a pre-set plan in H2o America. Twelve months after each purchase was reported, the shares were +2.8% against the S&P 500 on average (median −5.4%), over 39 purchases with a full year of prices; 36% beat the index. After sales, the shares moved −9.7% 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 March 9, 2010 into $35,233 by November 2, 2026, +7.9% a year. It held shares 52% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $39,012 (+8.5% a year), and held throughout $88,779 (+14.0%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Lynch James Patrick | CFO/Treasurer | 3 | +1.8% (3) | 67% | 7 | −22.9% (7) | December 14, 2020 |
| Van Valer Robert A | Director | 8 | +4.2% (8) | 38% | 0 | — | November 14, 2019 |
| Moss George E | Director | 7 | +7.3% (7) | 29% | 0 | — | December 15, 2015 |
| Roth W Richard | President & CEO | 0 | — | — | 7 | −9.8% (7) | November 5, 2014 |
| Armstrong Katharine | Director | 4 | +2.8% (4) | 50% | 2 | +30.4% (2) | December 9, 2021 |
| Bishop Walter J. | Director | 5 | +10.4% (5) | 40% | 0 | — | November 12, 2015 |
| Cali Mark L | Director | 3 | −19.6% (3) | 0% | 2 | +21.3% (2) | June 18, 2015 |
| Moskovitz Ronald Bruce | Director | 5 | −4.6% (5) | 20% | 0 | — | November 2, 2012 |
| Atlas Infrastructure Partners (uk) Ltd. and related entities | 10% owner | 3 | — | — | 1 | — | July 8, 2026 |
| Jensen Palle | Executive Vice President | 1 | +78.6% (1) | 100% | 3 | +15.6% (3) | August 14, 2017 |
| Walters Andrew F | Chief Executive Officer | 1 | +18.2% (1) | 100% | 3 | −0.8% (2) | November 14, 2025 |
| Avila-Walker Wendy | VP of Finance, Controller | 0 | — | — | 2 | −14.6% (2) | December 9, 2020 |
| Patla Craig J | President of CTWS | 0 | — | — | 2 | −38.1% (2) | May 7, 2024 |
| Gere Andrew | President and COO | 0 | — | — | 1 | −43.3% (1) | December 22, 2022 |
| Hanley Mary Ann | Director | 1 | −38.3% (1) | 0% | 0 | — | March 5, 2020 |
| King Douglas R | Director | 0 | — | — | 1 | −53.4% (1) | March 12, 2020 |
| Toeniskoetter Charles J | Director | 1 | −19.7% (1) | 0% | 0 | — | August 8, 2011 |
When several insiders traded H2o America
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of H2o America 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 8 buying crowds with six months of prices, it averaged +3.7% against the index. After 1 selling crowd, −23.6%. 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 31, 2020 | 3 selling | −16.3% | −23.6% | −21.1% |
| December 31, 2015 | 4 buying | +23.1% | +27.1% | +80.9% |
| February 27, 2015 | 2 buying | −9.5% | −8.7% | +18.2% |
| August 29, 2014 | 2 buying | +6.5% | +12.7% | +7.4% |
| November 30, 2012 | 4 buying | +2.7% | −5.8% | −18.9% |
| August 31, 2012 | 2 buying | +4.2% | +9.6% | −7.1% |
| September 30, 2011 | 4 buying | −2.2% | −13.2% | −10.7% |
| May 31, 2011 | 2 buying | +9.4% | +12.7% | +2.1% |
| May 28, 2010 | 2 buying | +0.8% | −4.9% | −27.5% |