undamentalytics Newsletter

Lite Strategy, Inc. insider trading

Every open-market purchase and sale by Lite Strategy, Inc.'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.
Lite Strategy, Inc. 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 Lite Strategy, Inc.’s insiders pay?

From December 26, 2012 to October 26, 2026, 22 insiders reported 21 open-market purchases and 20 sales not made under a pre-set plan in Lite Strategy, Inc. Twelve months after each purchase was reported, the shares were −50.0% against the S&P 500 on average (median −82.2%), over 8 purchases with a full year of prices; 13% beat the index. After sales, the shares moved −30.1% 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 December 27, 2012 into $1,609 by November 2, 2026, −12.4% a year. It held shares 25% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $25,182 (+6.9% a year), and held throughout $67,459 (+14.8%).

$0$20.0k$40.0k$60.0k 20122014201620182020202220242026 $67.5k$25.2k$1.6k
Copying Lite Strategy, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Lite Strategy, Inc.'s insiders from December 27, 2012, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 25% of the time.
Lite Strategy, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Baltic Charles V. III Director 8 −15.3% (4) 25% 1 — March 1, 2023
Flynn James P Director 3 — — 0 — June 25, 2026
Vivo Ventures Fund VII, L.P. 10% owner 0 — — 3 −39.9% (3) October 3, 2013
Vivo Ventures V, LLC 10% owner 0 — — 3 −26.5% (2) November 9, 2015
Delagardelle Jeani 10% owner 0 — — 2 −32.5% (1) March 26, 2015
Driscoll Frederick W Director 1 — — 1 — February 24, 2021
Hunt Ronald 10% owner 0 — — 2 −38.8% (1) December 10, 2014
Ma-Weaver Jacob 10% owner 2 −84.7% (2) 0% 0 — September 25, 2023
Vivo Ventures VII Affiliates Fund, L.P. 10% owner 0 — — 2 −26.5% (2) October 29, 2013
Drazba Brian G. Chief Financial Officer 1 — — 0 — December 20, 2019
Glover Nicholas Director 1 — — 0 — October 26, 2026
Gold Daniel P Phd Chief Executive Officer 1 — — 0 — December 20, 2019
Kassam Moez 10% owner 1 −84.0% (1) 0% 0 — September 22, 2023
New Leaf Ventures II, L.P. 10% owner 0 — — 1 −15.0% (1) April 22, 2013
Niedel James 10% owner 0 — — 1 −3.2% (1) February 20, 2013
Reynolds Thomas C Director 1 — — 0 — December 20, 2019
Schornstein Alexander 10% owner 0 — — 1 — December 22, 2025
Urso David M Chief Operating Officer & GC 0 — — 1 — August 8, 2018
Vivo Ventures Fund V, L.P. 10% owner 0 — — 1 −46.2% (1) October 3, 2013
Vivo Ventures VII, LLC 10% owner 0 — — 1 — November 9, 2015
White Christine Anna Director 1 — — 0 — September 9, 2019
Winson Bruce Ross 10% owner 1 −85.3% (1) 0% 0 — September 25, 2023

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 Lite Strategy, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Lite Strategy, 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 −48.8% against the index. After 2 selling crowds, −16.3%. 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
September 29, 20233 buying−5.1%−48.8%−83.4%
October 31, 20134 selling+3.9%−16.7%−16.6%
May 31, 20133 selling−12.0%−15.9%−49.1%

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. Total returns from the month end; past patterns are not a forecast.

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