Samuel Katz

Track

Insider profile

Performance

Overall performance
3.5
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 8% 8.2% 15.1%
Success rate 75% 68% 82%
Transactions
30 77% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 11%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance
Samuel Katz's trades of PennantPark Investment Corporation'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
Sale
Price
24.90
Quantity 90,000 -51.0%
Value US$2,241,000
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2023-06-13 2023-06-09
B Purchase
71,956 -3.5%
269.60
US$2,229,736 		71,956 -3.5% 269.60 US$2,229,736
2023-06-13 2023-06-09
B Purchase
34,792 +45.3%
374.90
US$1,706,671 		34,792 +45.3% 374.90 US$1,706,671
2023-06-05 2023-06-02
B Purchase
72,838 -20.8%
58.05
US$1,337,007 		72,838 -20.8% 58.05 US$1,337,007
2023-06-05 2023-06-02
B Purchase
5,000 +8.8%
5.52
US$27,604 		5,000 +8.8% 5.52 US$27,604
2023-06-05 2023-06-01
B Purchase
15,000 +36.0%
5.49
US$82,296 		15,000 +36.0% 5.49 US$82,296
2020-12-21 2020-12-18
S Sale
8,618 -24.5%
10.41
US$89,747 		8,618 -24.5% 10.41 US$89,747
2020-12-21 2020-12-18
B Purchase
5,000 +13.6%
4.45
US$22,250 		5,000 +13.6% 4.45 US$22,250
2020-12-21 2020-12-17
S Sale
8,929 -20.3%
10.54
US$94,077 		8,929 -20.3% 10.54 US$94,077
2020-12-21 2020-12-17
B Purchase
2,500 +7.3%
4.40
US$11,000 		2,500 +7.3% 4.40 US$11,000
2020-12-17 2020-12-16
S Sale
7,453 -14.5%
10.65
US$79,399 		7,453 -14.5% 10.65 US$79,399
2020-12-17 2020-12-16
B Purchase
5,000 +17.1%
4.42
US$22,100 		5,000 +17.1% 4.42 US$22,100
2020-12-17 2020-12-15
S Sale
17,700 -25.6%
10.87
US$192,321 		17,700 -25.6% 10.87 US$192,321
2020-12-17 2020-12-15
B Purchase
9,490 +48.1%
4.47
US$42,465 		9,490 +48.1% 4.47 US$42,465
2020-12-15 2020-12-14
S Sale
10,737 -13.4%
10.85
US$116,513 		10,737 -13.4% 10.85 US$116,513
2020-12-15 2020-12-14
B Purchase
3,010 +18.0%
4.48
US$13,494 		3,010 +18.0% 4.48 US$13,494
2020-12-15 2020-12-11
B Purchase
5,000 +42.7%
4.52
US$22,600 		5,000 +42.7% 4.52 US$22,600
2020-12-15 2020-12-11
S Sale
6,563 -7.6%
10.84
US$71,143 		6,563 -7.6% 10.84 US$71,143
2020-06-11 2020-06-10
B Purchase
15,000 +7.8%
8.83
US$132,450 		15,000 +7.8% 8.83 US$132,450
2019-09-05 2019-09-04
B Purchase
25,000 +15.0%
11.42
US$285,408 		25,000 +15.0% 11.42 US$285,408
2019-05-14 2019-05-13
B Purchase
19,900 +13.5%
12.11
US$241,021 		19,900 +13.5% 12.11 US$241,021
2019-05-14 2019-05-10
B Purchase
100 +0.1%
12.20
US$1,220 		100 +0.1% 12.20 US$1,220
2016-02-12 2016-02-11
B Purchase
7,250 +4.0%
4.97
US$36,032 		7,250 +4.0% 4.97 US$36,032
2016-02-12 2016-02-10
B Purchase
1,896 +1.1%
5.05
US$9,575 		1,896 +1.1% 5.05 US$9,575
2016-02-10 2016-02-09
B Purchase
3,400 +1.9%
5.10
US$17,331 		3,400 +1.9% 5.10 US$17,331
2016-02-10 2016-02-08
B Purchase
7,454 +4.4%
5.28
US$39,356 		7,454 +4.4% 5.28 US$39,356
2015-11-17 2015-11-13
B Purchase
5,809 +3.6%
6.42
US$37,289 		5,809 +3.6% 6.42 US$37,289
2015-02-11 2015-02-10
B Purchase
17,492 +12.0%
9.44
US$165,079 		17,492 +12.0% 9.44 US$165,079
2015-02-09 2015-02-06
B Purchase
12,508 +9.4%
9.44
US$118,029 		12,508 +9.4% 9.44 US$118,029
2014-05-13 2014-05-09
B Purchase
300 +inf%
10.59
US$3,176 		300 +inf% 10.59 US$3,176
2004-07-12 2004-07-08
S Sale
90,000 -51.0%
24.90
US$2,241,000 		90,000 -51.0% 24.90 US$2,241,000