Jim Stern

Insider profile

Currently holds positions in A. O. Smith Corporation and Badger Meter Inc

Performance

Overall performance
2.8
Performance over holding periods
2.8
30 days 90 days 120 days
Average return -3% 8.2% 15.1%
Success rate 14% 68% 82%
Transactions
11 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Executive Vice President, General Counsel, Secretary A. O. Smith Corporation Jan. 1, 2007 -
Independent Director Badger Meter Inc Nov. 11, 2016 -
Independent Director Jason Industries Inc June 30, 2014 - Nov. 12, 2015
Jim Stern's trades of A. O. Smith Corporation'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
49.45
Quantity 88,480 -21.4%
Value US$4,846,394
Transaction date
Sale
Price
334.62
Quantity 67,723 -2.4%
Value US$2,147,401
Transaction date
Sale
Price
62.28
Quantity 12,423 -7.8%
Value US$773,670
Transaction date
Sale
Price
54.45
Quantity 25,200 -14.3%
Value US$1,372,125
Transaction date
Sale
Price
80.39
Quantity 4,100 -4.7%
Value US$329,613
Transaction date
Sale
Price
67.83
Quantity 3,294 -3.8%
Value US$223,441
Transaction date
Sale
Price
68.46
Quantity 10,122 -10.4%
Value US$692,914
Transaction date
Sale
Price
51.45
Quantity 13,410 -17.4%
Value US$689,930
Transaction date
Sale
Price
47.49
Quantity 1,000 -3.2%
Value US$47,490
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2025-08-07 2025-08-07
S Sale
57,358 -13.1%
431.65
US$1,959,896 		57,358 -13.1% 431.65 US$1,959,896
2023-11-13 2023-11-13
S Sale
88,480 -21.4%
49.45
US$4,846,394 		88,480 -21.4% 49.45 US$4,846,394
2023-11-13 2023-11-10
S Sale
67,723 -2.4%
334.62
US$2,147,401 		67,723 -2.4% 334.62 US$2,147,401
2021-05-04 2021-05-03
S Sale
44,300 -28.7%
70.15
US$3,107,742 		44,300 -28.7% 70.15 US$3,107,742
2020-11-20 2020-11-16
S Sale
3,650 -2.3%
56.15
US$204,952 		3,650 -2.3% 56.15 US$204,952
2017-11-29 2017-11-29
S Sale
12,423 -7.8%
62.28
US$773,670 		12,423 -7.8% 62.28 US$773,670
2017-05-26 2017-05-25
S Sale
25,200 -14.3%
54.45
US$1,372,125 		25,200 -14.3% 54.45 US$1,372,125
2016-11-15 2016-11-14
S Sale
20,000 -11.8%
47.69
US$953,712 		20,000 -11.8% 47.69 US$953,712
2015-12-01 2015-11-30
S Sale
4,100 -4.7%
80.39
US$329,613 		4,100 -4.7% 80.39 US$329,613
2016-02-03 2015-02-03
S Sale
3,294 -3.8%
67.83
US$223,441 		3,294 -3.8% 67.83 US$223,441
2016-02-03 2015-02-03
S Sale
10,122 -10.4%
68.46
US$692,914 		10,122 -10.4% 68.46 US$692,914
2013-11-01 2013-10-31
S Sale
13,410 -17.4%
51.45
US$689,930 		13,410 -17.4% 51.45 US$689,930
2012-04-26 2012-04-25
S Sale
1,000 -3.2%
47.49
US$47,490 		1,000 -3.2% 47.49 US$47,490