Joshua Ballard

Track

Insider profile

Currently holds a position at Energy Recovery Inc

Performance

Overall performance
3.7
Performance over holding periods
3.7
30 days 90 days 120 days
Average return 10% 8.2% 15.1%
Success rate 80% 68% 82%
Transactions
8 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Chief Financial Officer Energy Recovery Inc Aug. 13, 2018 -
Joshua Ballard's trades of Energy Recovery 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
273.79
Quantity 97,077
Value US$2,074,409
Transaction date
Proposed sale
Price
224.85
Quantity 7,567
Value US$4,684,588
Transaction date
Proposed sale
Price
413.80
Quantity 69,676
Value US$1,983,749
Transaction date
Proposed sale
Price
14.77
Quantity 118,494
Value US$1,750,147
Transaction date
Proposed sale
Price
14.65
Quantity 658
Value US$9,641
Transaction date
Proposed sale
Price
13.65
Quantity 1,000
Value US$13,650
Transaction date
Proposed sale
Price
13.51
Quantity 3,051
Value US$41,216
Transaction date
Proposed sale
Price
14.98
Quantity 979
Value US$14,667
Transaction date
Proposed sale
Price
15.64
Quantity 746
Value US$11,667
Transaction date
Sale
Price
18.59
Quantity 6,250 -11.9%
Value US$116,188
Transaction date
Proposed sale
Price
18.59
Quantity 6,250
Value US$116,188
Transaction date
Sale
Price
18.50
Quantity 6,250 -11.9%
Value US$115,625
Transaction date
Proposed sale
Price
18.50
Quantity 6,250
Value US$115,625
Transaction date
Sale
Price
24.03
Quantity 700 -100.0%
Value US$16,823
Transaction date
Planned sale
Price
22.47
Quantity 3,208 -11.2%
Value US$72,084
Transaction date
Planned sale
Price
21.88
Quantity 15,000 -32.7%
Value US$328,212
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2024-08-01 2024-08-01
PrS Proposed sale
97,077
273.79
US$2,074,409 		97,077 273.79 US$2,074,409
2024-07-17 2024-07-17
PrS Proposed sale
7,567
224.85
US$4,684,588 		7,567 224.85 US$4,684,588
2024-07-16 2024-07-16
PrS Proposed sale
69,676
413.80
US$1,983,749 		69,676 413.80 US$1,983,749
2024-07-15 2024-07-15
PrS Proposed sale
118,494
14.77
US$1,750,147 		118,494 14.77 US$1,750,147
2024-07-12 2024-07-12
PrS Proposed sale
658
14.65
US$9,641 		658 14.65 US$9,641
2024-05-30 2024-05-28
S Sale
4,051 -9.1%
13.54
US$54,867 		4,051 -9.1% 13.54 US$54,867
2024-05-28 2024-05-28
PrS Proposed sale
1,000
13.65
US$13,650 		1,000 13.65 US$13,650
2024-05-28 2024-05-28
PrS Proposed sale
3,051
13.51
US$41,216 		3,051 13.51 US$41,216
2024-03-13 2024-03-11
S Sale
979 -2.2%
14.98
US$14,667 		979 -2.2% 14.98 US$14,667
2024-03-11 2024-03-11
PrS Proposed sale
979
14.98
US$14,667 		979 14.98 US$14,667
2024-02-05 2024-02-01
S Sale
746 -1.6%
15.64
US$11,667 		746 -1.6% 15.64 US$11,667
2024-02-01 2024-02-01
PrS Proposed sale
746
15.64
US$11,667 		746 15.64 US$11,667
2024-01-04 2024-01-03
S Sale
6,250 -11.9%
18.59
US$116,188 		6,250 -11.9% 18.59 US$116,188
2024-01-03 2024-01-03
PrS Proposed sale
6,250
18.59
US$116,188 		6,250 18.59 US$116,188
2024-01-04 2024-01-02
S Sale
6,250 -11.9%
18.50
US$115,625 		6,250 -11.9% 18.50 US$115,625
2024-01-02 2024-01-02
PrS Proposed sale
6,250
18.50
US$115,625 		6,250 18.50 US$115,625
2023-09-14 2023-09-12
S Sale
700 -100.0%
24.03
US$16,823 		700 -100.0% 24.03 US$16,823
2023-03-13 2023-03-09
S Sale
883 -3.5%
23.99
US$21,187 		883 -3.5% 23.99 US$21,187
2023-02-07 2023-02-03
PlS Planned sale
3,208 -11.2%
22.47
US$72,084 		3,208 -11.2% 22.47 US$72,084
2023-02-03 2023-02-02
S Sale
2,138 -6.9%
22.57
US$48,263 		2,138 -6.9% 22.57 US$48,263
2023-02-03 2023-02-01
PlS Planned sale
15,000 -32.7%
21.88
US$328,212 		15,000 -32.7% 21.88 US$328,212