Marshall Heinberg

Track

Insider profile

Currently holds a position at ChannelAdvisor Corp

Performance

Overall performance
3.3
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 7% 8.2% 15.1%
Success rate 56% 68% 82%
Transactions
11 91% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 326%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Independent Director ChannelAdvisor Corp Dec. 26, 2019 -
Interim Executive Chairman of the Board Ecology and Environment Inc Sept. 18, 2018 - Aug. 28, 2019
Independent Chairman of the Board Ecology and Environment Inc April 1, 2017 - Sept. 18, 2018
Independent Director NFP Corp May 24, 2012 - July 1, 2013
Independent Director Image Entertainment Inc Aug. 5, 2010 - Oct. 3, 2012
Marshall Heinberg's trades of Custom Truck One Source 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
Purchase
Price
5.68
Quantity 20,000 +30.8%
Value US$113,600
Transaction date
Purchase
Price
5.68
Quantity 20,000 +14.3%
Value US$113,600
Transaction date
Purchase
Price
5.00
Quantity 50,000 +inf%
Value US$250,000
Transaction date
Purchase
Price
5.00
Quantity 100,000 +inf%
Value US$500,000
Transaction date
Sale
Price
22.46
Quantity 13,000 -40.3%
Value US$291,980
Transaction date
Purchase
Price
5.27
Quantity 9,500 +59.0%
Value US$50,065
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-06-14 2024-06-14
B Purchase
13,806 -16.4%
273.04
US$4,584,083 		13,806 -16.4% 273.04 US$4,584,083
2024-05-08 2024-05-07
B Purchase
66,235 +41.3%
418.38
US$2,282,634 		66,235 +41.3% 418.38 US$2,282,634
2023-11-14 2023-11-10
B Purchase
45,914 +5.8%
450.96
US$4,878,584 		45,914 +5.8% 450.96 US$4,878,584
2023-11-14 2023-11-10
B Purchase
15,000 +7.3%
4.79
US$71,912 		15,000 +7.3% 4.79 US$71,912
2023-05-16 2023-05-15
B Purchase
20,000 +23.5%
6.53
US$130,646 		20,000 +23.5% 6.53 US$130,646
2023-05-16 2023-05-15
B Purchase
311 +0.2%
6.48
US$2,016 		311 +0.2% 6.48 US$2,016
2023-05-16 2023-05-12
B Purchase
19,689 +10.6%
6.42
US$126,319 		19,689 +10.6% 6.42 US$126,319
2022-05-16 2022-05-13
B Purchase
20,000 +30.8%
5.68
US$113,600 		20,000 +30.8% 5.68 US$113,600
2022-05-16 2022-05-13
B Purchase
20,000 +14.3%
5.68
US$113,600 		20,000 +14.3% 5.68 US$113,600
2021-04-05 2021-04-01
B Purchase
50,000 +inf%
5.00
US$250,000 		50,000 +inf% 5.00 US$250,000
2021-04-05 2021-04-01
B Purchase
100,000 +inf%
5.00
US$500,000 		100,000 +inf% 5.00 US$500,000
2021-03-04 2021-03-04
S Sale
13,000 -40.3%
22.46
US$291,980 		13,000 -40.3% 22.46 US$291,980
2020-03-17 2020-03-17
B Purchase
9,500 +59.0%
5.27
US$50,065 		9,500 +59.0% 5.27 US$50,065