Upson Jill S

Insider profile

Performance

Overall performance
1.8
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -4% 8.2% 15.1%
Success rate 13% 68% 82%
Transactions
12 83% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return -3%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance
Upson Jill S's trades of Burke & Herbert Financial Services Corp'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
Purchase
Price
63.64
Quantity 83,394 -25.0%
Value US$1,404,051
Transaction date
Sale
Price
362.36
Quantity 27,881 +43.8%
Value US$2,056,033
Transaction date
Purchase
Price
26.48
Quantity 53 +35.8%
Value US$1,403
Transaction date
Purchase
Price
29.02
Quantity 12 +8.8%
Value US$348
Transaction date
Purchase
Price
29.46
Quantity 23 +20.4%
Value US$678
Transaction date
Purchase
Price
29.68
Quantity 50 +16.3%
Value US$1,484
Transaction date
Purchase
Price
27.52
Quantity 250 +438.6%
Value US$6,880
Transaction date
Purchase
Price
27.39
Quantity 100 +769.2%
Value US$2,739
Transaction date
Purchase
Price
26.66
Quantity 8 +160.0%
Value US$213
Transaction date
Purchase
Price
26.55
Quantity 20 +54.1%
Value US$531
Transaction date
Purchase
Price
27.59
Quantity 5 New position
Value US$138
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 New position
27.59
US$138 		5 New position 27.59 US$138