Brad Halverson

Track

Insider profile

Currently holds positions in Sysco Corp and Sysco Corp

Performance

Overall performance
2.4
Performance over holding periods
2.4
30 days 90 days 120 days
Average return -2% 8.2% 15.1%
Success rate 16% 68% 82%
Transactions
23 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Independent Director Sysco Corp Sept. 19, 2016 -
Lead Independent Director Sysco Corp Jan. 13, 2020 -
Group President, Chief Financial Officer Caterpillar Inc Jan. 1, 2013 - May 3, 2018
Brad Halverson's trades of Caterpillar 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
Sale
Price
498.61
Quantity 80,151 -44.1%
Value US$978,905
Transaction date
Sale
Price
137.43
Quantity 35,836 -30.8%
Value US$3,932,154
Transaction date
Sale
Price
56.92
Quantity 7,496 +7.7%
Value US$1,770,060
Transaction date
Sale
Price
114.34
Quantity 200 -1.0%
Value US$22,868
Transaction date
Sale
Price
114.33
Quantity 100 -0.5%
Value US$11,433
Transaction date
Sale
Price
114.03
Quantity 89,636 -81.2%
Value US$10,221,193
Transaction date
Sale
Price
114.03
Quantity 79,976 -91.1%
Value US$9,119,663
Transaction date
Sale
Price
82.73
Quantity 2,841 -20.9%
Value US$235,036
Transaction date
Sale
Price
72.58
Quantity 574 -5.1%
Value US$41,661
Transaction date
Sale
Price
76.53
Quantity 694 -5.8%
Value US$53,112
Transaction date
Sale
Price
78.08
Quantity 184 -1.1%
Value US$14,367
Transaction date
Sale
Price
77.11
Quantity 10,045 -44.9%
Value US$774,570
Transaction date
Sale
Price
77.11
Quantity 1,822 -12.9%
Value US$140,494
Transaction date
Sale
Price
104.80
Quantity 3,355 -16.1%
Value US$351,604
Transaction date
Sale
Price
104.51
Quantity 5,283 -20.2%
Value US$552,117
Transaction date
Sale
Price
104.60
Quantity 11,000 -34.6%
Value US$1,150,637
Transaction date
Sale
Price
98.90
Quantity 10,000 -34.5%
Value US$988,964
Transaction date
Sale
Price
59.00
Quantity 1,000 -19.0%
Value US$59,000
Transaction date
Sale
Price
55.00
Quantity 3,300 -38.5%
Value US$181,500
Transaction date
Sale
Price
71.34
Quantity 2,500 -23.7%
Value US$178,355
Transaction date
Sale
Price
80.18
Quantity 1,500 -14.2%
Value US$120,263
Transaction date
Sale
Price
67.00
Quantity 22,292 -62.2%
Value US$1,493,564
Transaction date
Sale
Price
95.00
Quantity 4,351 -42.8%
Value US$413,345
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2017-11-29 2017-11-27
S Sale
80,151 -44.1%
498.61
US$978,905 		80,151 -44.1% 498.61 US$978,905
2017-11-24 2017-11-21
S Sale
35,836 -30.8%
137.43
US$3,932,154 		35,836 -30.8% 137.43 US$3,932,154
2017-07-31 2017-07-27
S Sale
7,496 +7.7%
56.92
US$1,770,060 		7,496 +7.7% 56.92 US$1,770,060
2017-07-31 2017-07-27
S Sale
200 -1.0%
114.34
US$22,868 		200 -1.0% 114.34 US$22,868
2017-07-31 2017-07-27
S Sale
100 -0.5%
114.33
US$11,433 		100 -0.5% 114.33 US$11,433
2017-07-31 2017-07-27
S Sale
89,636 -81.2%
114.03
US$10,221,193 		89,636 -81.2% 114.03 US$10,221,193
2017-07-31 2017-07-27
S Sale
79,976 -91.1%
114.03
US$9,119,663 		79,976 -91.1% 114.03 US$9,119,663
2016-08-01 2016-07-28
S Sale
2,841 -20.9%
82.73
US$235,036 		2,841 -20.9% 82.73 US$235,036
2016-06-02 2016-05-31
S Sale
574 -5.1%
72.58
US$41,661 		574 -5.1% 72.58 US$41,661
2016-05-03 2016-05-03
S Sale
694 -5.8%
76.53
US$53,112 		694 -5.8% 76.53 US$53,112
2016-05-03 2016-04-29
S Sale
184 -1.1%
78.08
US$14,367 		184 -1.1% 78.08 US$14,367
2015-07-31 2015-07-29
S Sale
10,045 -44.9%
77.11
US$774,570 		10,045 -44.9% 77.11 US$774,570
2015-07-31 2015-07-29
S Sale
1,822 -12.9%
77.11
US$140,494 		1,822 -12.9% 77.11 US$140,494
2014-05-01 2014-04-29
S Sale
3,355 -16.1%
104.80
US$351,604 		3,355 -16.1% 104.80 US$351,604
2014-05-01 2014-04-29
S Sale
5,283 -20.2%
104.51
US$552,117 		5,283 -20.2% 104.51 US$552,117
2014-05-01 2014-04-29
S Sale
11,000 -34.6%
104.60
US$1,150,637 		11,000 -34.6% 104.60 US$1,150,637
2013-02-07 2013-02-05
S Sale
10,000 -34.5%
98.90
US$988,964 		10,000 -34.5% 98.90 US$988,964
2009-10-27 2009-10-26
S Sale
1,000 -19.0%
59.00
US$59,000 		1,000 -19.0% 59.00 US$59,000
2009-10-21 2009-10-19
S Sale
3,300 -38.5%
55.00
US$181,500 		3,300 -38.5% 55.00 US$181,500
2008-07-31 2008-07-30
S Sale
2,500 -23.7%
71.34
US$178,355 		2,500 -23.7% 71.34 US$178,355
2007-07-26 2007-07-25
S Sale
1,500 -14.2%
80.18
US$120,263 		1,500 -14.2% 80.18 US$120,263
2006-02-01 2006-01-31
S Sale
22,292 -62.2%
67.00
US$1,493,564 		22,292 -62.2% 67.00 US$1,493,564
2004-12-16 2004-12-15
S Sale
4,351 -42.8%
95.00
US$413,345 		4,351 -42.8% 95.00 US$413,345