Charles Funk

Track

Insider profile

Currently holds a position at Midwestone Financial Group Inc (IOWA)

Performance

Overall performance
3.1
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 75% 68% 82%
Transactions
23 26% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 63%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
President, Chief Executive Officer, Director Midwestone Financial Group Inc (IOWA) None -
Charles Funk's trades of Midwestone Financial Group Inc (IOWA)'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
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-08-01 2025-07-31
B Purchase
81,060 +12.7%
31.95
US$2,609,242 		81,060 +12.7% 31.95 US$2,609,242
2024-09-30 2024-09-30
B Purchase
92,459 +3.5%
321.91
US$3,957,003 		92,459 +3.5% 321.91 US$3,957,003
2024-06-12 2024-06-12
PrS Proposed sale
41,738
179.04
US$3,071,773 		41,738 179.04 US$3,071,773
2024-06-12 2024-06-12
S Sale
2,765 -100.0%
21.05
US$58,203 		2,765 -100.0% 21.05 US$58,203
2024-06-12 2024-06-12
S Sale
300 -9.8%
20.40
US$6,120 		300 -9.8% 20.40 US$6,120
2024-06-12 2024-06-10
S Sale
1,000 -24.6%
20.40
US$20,400 		1,000 -24.6% 20.40 US$20,400
2024-06-10 2024-06-10
PrS Proposed sale
1,000
20.40
US$20,400 		1,000 20.40 US$20,400
2024-06-06 2024-06-06
PrS Proposed sale
8
20.85
US$167 		8 20.85 US$167
2024-06-06 2024-06-06
S Sale
8 -0.2%
20.85
US$167 		8 -0.2% 20.85 US$167
2024-06-06 2024-06-05
S Sale
1,000 -19.7%
20.85
US$20,850 		1,000 -19.7% 20.85 US$20,850
2024-06-05 2024-06-05
PrS Proposed sale
1,000
20.85
US$20,850 		1,000 20.85 US$20,850
2024-06-06 2024-05-21
S Sale
8 -0.2%
22.12
US$177 		8 -0.2% 22.12 US$177
2024-05-21 2024-05-21
PrS Proposed sale
8
22.12
US$177 		8 22.12 US$177
2024-05-13 2024-05-10
PrS Proposed sale
1,591
21.91
US$34,853 		1,591 21.91 US$34,853
2024-05-10 2024-05-10
PrS Proposed sale
1,591
21.91
US$34,853 		1,591 21.91 US$34,853
2024-05-10 2024-05-10
S Sale
591 -10.4%
21.75
US$12,854 		591 -10.4% 21.75 US$12,854
2024-05-10 2024-05-10
S Sale
1,000 -15.0%
22.00
US$21,999 		1,000 -15.0% 22.00 US$21,999
2024-05-10 2024-05-09
S Sale
2,500 -27.3%
21.62
US$54,050 		2,500 -27.3% 21.62 US$54,050
2024-05-10 2024-05-09
S Sale
2,500 -21.4%
21.45
US$53,625 		2,500 -21.4% 21.45 US$53,625
2024-05-09 2024-05-09
PrS Proposed sale
5,000
21.54
US$107,675 		5,000 21.54 US$107,675
2024-05-07 2024-05-07
PrS Proposed sale
2,657
13.34
US$35,443 		2,657 13.34 US$35,443
2024-05-07 2024-05-07
S Sale
1,657 -12.4%
21.39
US$35,443 		1,657 -12.4% 21.39 US$35,443
2024-05-07 2024-05-07
S Sale
1,000 -7.0%
21.17
US$21,170 		1,000 -7.0% 21.17 US$21,170
2024-05-07 2024-05-06
S Sale
1,000 -6.5%
21.50
US$21,500 		1,000 -6.5% 21.50 US$21,500
2024-05-07 2024-05-06
S Sale
2,000 -11.5%
21.35
US$42,700 		2,000 -11.5% 21.35 US$42,700
2024-05-06 2024-05-06
PrS Proposed sale
3,000
21.40
US$64,200 		3,000 21.40 US$64,200
2024-05-07 2024-05-03
S Sale
343 -1.9%
21.40
US$7,340 		343 -1.9% 21.40 US$7,340
2024-05-03 2024-05-03
PrS Proposed sale
343
21.40
US$7,340 		343 21.40 US$7,340
2023-02-03 2023-02-03
S Sale
2,500 -2.1%
31.88
US$79,696 		2,500 -2.1% 31.88 US$79,696
2023-02-03 2023-02-02
S Sale
2,500 -2.0%
31.61
US$79,024 		2,500 -2.0% 31.61 US$79,024
2023-02-02 2023-02-02
PrS Proposed sale
5,000
31.50
US$157,500 		5,000 31.50 US$157,500
2020-05-12 2020-05-12
B Purchase
883 +0.8%
17.35
US$15,320 		883 +0.8% 17.35 US$15,320
2020-05-12 2020-05-12
B Purchase
17 +0.0%
17.30
US$294 		17 +0.0% 17.30 US$294
2020-05-12 2020-05-12
B Purchase
100 +0.1%
17.00
US$1,700 		100 +0.1% 17.00 US$1,700
2020-03-12 2020-03-12
B Purchase
500 +0.4%
21.88
US$10,940 		500 +0.4% 21.88 US$10,940
2020-03-11 2020-03-11
B Purchase
1,000 +0.9%
25.00
US$25,000 		1,000 +0.9% 25.00 US$25,000