R. Carter Pate

Track

Insider profile

Currently holds positions in Red Lion Hotels Corp, Advanced Emissions Solutions Inc and Option Care Health Inc

Performance

Overall performance
3.0
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 14% 8.2% 15.1%
Success rate 96% 68% 82%
Transactions
5 60% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 1%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Independent Chairman of the Board Red Lion Hotels Corp Dec. 26, 2019 -
Independent Director Advanced Emissions Solutions Inc Jan. 1, 2016 -
Independent Director Option Care Health Inc Aug. 6, 2019 -
Independent Director Red Lion Hotels Corp May 1, 2019 - Dec. 26, 2019
Interim Chief Executive Officer ModivCare Inc Nov. 15, 2017 - Dec. 11, 2019
Independent Chairman of the Board Option Care Health Inc May 1, 2015 - Aug. 6, 2019
R. Carter Pate's trades of Option Care Health Inc's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
333.30
Quantity 88,238
Value US$4,712,424
Transaction date
Sale
Price
32.37
Quantity 1,465 -3.9%
Value US$47,421
Transaction date
Purchase
Price
34.32
Quantity 1,465 +1.4%
Value US$50,279
Transaction date
Purchase
Price
2.95
Quantity 16,949 +inf%
Value US$50,000
Transaction date
Purchase
Price
0.55
Quantity 30,000 +inf%
Value US$16,491
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-03-03 2026-02-27
S Sale
83,718 +21.4%
296.25
US$1,463,190 		83,718 +21.4% 296.25 US$1,463,190
2026-02-26 2026-02-26
PrS Proposed sale
88,238
333.30
US$4,712,424 		88,238 333.30 US$4,712,424
2025-08-21 2025-08-20
B Purchase
65,347 +31.5%
115.52
US$4,620,466 		65,347 +31.5% 115.52 US$4,620,466
2024-09-05 2024-09-03
S Sale
1,465 -3.9%
32.37
US$47,421 		1,465 -3.9% 32.37 US$47,421
2023-08-21 2023-08-17
B Purchase
1,465 +1.4%
34.32
US$50,279 		1,465 +1.4% 34.32 US$50,279
2023-05-15 2023-05-15
B Purchase
16,949 +inf%
2.95
US$50,000 		16,949 +inf% 2.95 US$50,000
2022-10-05 2022-10-03
PlS Planned sale
1,928 -2.0%
31.97
US$61,638 		1,928 -2.0% 31.97 US$61,638
2022-09-02 2022-09-01
PlS Planned sale
1,923 -1.9%
30.65
US$58,940 		1,923 -1.9% 30.65 US$58,940
2022-08-03 2022-08-01
PlS Planned sale
1,923 -1.9%
33.37
US$64,171 		1,923 -1.9% 33.37 US$64,171
2022-07-12 2022-07-08
PlS Planned sale
1,923 -1.9%
30.00
US$57,690 		1,923 -1.9% 30.00 US$57,690
2022-06-03 2022-06-01
PlS Planned sale
1,923 -1.8%
30.54
US$58,728 		1,923 -1.8% 30.54 US$58,728
2022-06-03 2021-12-21
PlS Planned sale
5,125 -4.9%
27.00
US$138,375 		5,125 -4.9% 27.00 US$138,375
2021-05-27 2021-05-27
B Purchase
30,000 +inf%
0.55
US$16,491 		30,000 +inf% 0.55 US$16,491