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Upson Jill S

Insider profile

Performance

Overall performance
2.0

Performance over holding periods
4.2
30 days 90 days 120 days
Average return -4% 8.2% 15.1%
Success rate 26% 68% 82%
Transactions
11 91% Buy
34 71% Buy
47 69% Buy
Performance for realised trades
4.4
Average return -3%
Success rate 73%
Average holding period 220
Transactions 28
Upson Jill S's trades of Burke & Herbert Financial Services Corp's stock


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Purchase Sale Planned purchase Planned sale Net purchase Net sale Activity 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
2026-05-21 2026-05-20 S Sale
62,537 +45.1%
430.71
US$1,414,213
62,537 +45.1% 430.71 US$1,414,213
2023-08-30 2023-08-29 B Purchase
83,394 -25.0%
63.64
US$1,404,051
83,394 -25.0% 63.64 US$1,404,051
2022-12-16 2022-12-15 S Sale
27,881 +43.8%
362.36
US$2,056,033
27,881 +43.8% 362.36 US$2,056,033
2022-12-14 2022-09-14 B Purchase
53 +35.8%
26.48
US$1,403
53 +35.8% 26.48 US$1,403
2022-09-09 2022-09-09 B Purchase
12 +8.8%
29.02
US$348
12 +8.8% 29.02 US$348
2022-08-08 2022-08-05 B Purchase
23 +20.4%
29.46
US$678
23 +20.4% 29.46 US$678
2022-08-08 2022-08-05 B Purchase
50 +16.3%
29.68
US$1,484
50 +16.3% 29.68 US$1,484
2022-06-22 2022-06-22 B Purchase
250 +438.6%
27.52
US$6,880
250 +438.6% 27.52 US$6,880
2022-06-21 2022-06-17 B Purchase
100 +769.2%
27.39
US$2,739
100 +769.2% 27.39 US$2,739
2021-12-07 2021-12-03 B Purchase
8 +160.0%
26.66
US$213
8 +160.0% 26.66 US$213
2021-12-07 2021-12-03 B Purchase
20 +54.1%
26.55
US$531
20 +54.1% 26.55 US$531
2021-12-03 2021-11-23 B Purchase
5 +inf%
27.59
US$138
5 +inf% 27.59 US$138