Urgent.ly Inc.

Introduction

This page provides a comprehensive analysis of the known insider trading history of Andrew M Geisse. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate Andrew M Geisse has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:ULY / Urgent.ly Inc. Director 91,484
US:BSFT / BroadSoft, Inc. Director 0
BR:W1BD34 / Warner Bros. Discovery, Inc. - Depositary Receipt (Common Stock) CEO-AT&T Business Solutions 70,078
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Andrew M Geisse. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases ULY / Urgent.ly Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in ULY / Urgent.ly Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2023-11-17 ULY Geisse Andrew M 25,000 3.9927 2,083 47.9124 99,818 14 4.4900 -90,464 -90.63
2023-11-17 ULY Geisse Andrew M 25,000 3.9927 2,083 47.9124 99,818

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

ULY / Urgent.ly Inc. Insider Trades
Insider Sales ULY / Urgent.ly Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in ULY / Urgent.ly Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

ULY / Urgent.ly Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Andrew M Geisse as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2024-06-28 2024-06-26 4 ULY Urgent.ly Inc.
Common Stock
A - Award 77,320 91,484 545.89
2023-12-11 2023-11-17 4/A ULY Urgent.ly Inc.
Common Stock
P - Purchase 25,000 178,889 16.25 3.99 99,818 714,250
2023-11-21 2023-11-17 4 ULY Urgent.ly Inc.
Common Stock
P - Purchase 25,000 61,046 69.36 3.99 99,818 243,738
2023-10-20 2023-10-19 4 ULY Urgent.ly Inc.
Common Stock
A - Award 14,164 129,325 12.30
2023-10-19 3 ULY Urgent.ly Inc.
Common Stock
115,161
2023-10-19 3 ULY Urgent.ly Inc.
Common Stock
36,046
2023-10-19 3 ULY Urgent.ly Inc.
Common Stock
6,132
2018-02-05 2018-02-01 4 BSFT BROADSOFT, INC.
Common Stock
D - Sale to Issuer -11,689 0 -100.00 55.00 -642,895
2017-01-09 2017-01-05 4 BSFT BROADSOFT, INC.
Common Stock
A - Award 1,062 11,689 9.99 42.35 44,976 495,029
2017-01-09 2017-01-05 4 BSFT BROADSOFT, INC.
Common Stock
A - Award 2,951 10,627 38.44
2016-01-08 2016-01-06 4 BSFT BROADSOFT, INC.
Common Stock
A - Award 1,341 7,676 21.17 33.56 45,004 257,607
2016-01-08 2016-01-06 4 BSFT BROADSOFT, INC.
Common Stock
A - Award 2,830 6,335 80.74
2015-04-08 2015-04-06 4 BSFT BROADSOFT, INC.
Common Stock
A - Award 897 3,505 34.39 33.44 29,996 117,207
2015-02-09 2015-02-05 4 BSFT BROADSOFT, INC.
Common Stock
A - Award 2,608 2,608
2015-02-09 3 BSFT BROADSOFT, INC.
Common Stock
0
2015-01-05 2014-12-31 4 T AT&T INC.
Common Stock
A - Award 617 70,078 0.89 33.59 20,740 2,353,922
2014-12-02 2014-11-28 4 T AT&T INC.
Common Stock
A - Award 586 69,461 0.85 35.38 20,740 2,457,516
2014-11-18 2014-11-14 4 T AT&T INC.
Common Stock
F - Taxes -3,645 64,764 -5.33 35.90 -130,856 2,325,028
2014-11-04 2014-10-31 4 T AT&T INC.
Common Stock
A - Award 1,485 68,874 2.20 34.84 51,739 2,399,584
2014-11-04 2014-10-27 4 T AT&T INC.
Common Stock
G - Gift -5,900 18,082 -24.60
2014-10-02 2014-09-30 4 T AT&T INC.
Common Stock
A - Award 589 67,389 0.88 35.24 20,740 2,374,801
2014-09-03 2014-08-29 4 T AT&T INC.
Common Stock
A - Award 571 66,801 0.86 34.96 19,971 2,335,356
2014-08-04 2014-07-31 4 T AT&T INC.
Common Stock
A - Award 1,373 66,230 2.12 35.59 48,866 2,357,110
2014-07-02 2014-06-30 4 T AT&T INC.
Common Stock
A - Award 538 64,857 0.84 35.36 19,032 2,293,327
2014-06-03 2014-05-30 4 T AT&T INC.
Common Stock
A - Award 537 64,318 0.84 35.47 19,032 2,281,370
2014-05-02 2014-04-30 4 T AT&T INC.
Common Stock
A - Award 1,338 63,782 2.14 35.70 47,756 2,277,008
2014-04-02 2014-03-31 4 T AT&T INC.
Common Stock
A - Award 527 62,444 0.85 35.07 18,486 2,189,912
2014-03-12 2014-03-10 4 T AT&T INC.
Common Stock
F - Taxes -8,155 61,917 -11.64 32.51 -265,125 2,012,919
2014-03-12 2014-01-30 4/A T AT&T INC.
Common Stock
D - Sale to Issuer -11,266 50,815 -18.15 33.35 -375,730 1,694,673
2014-03-12 2014-01-30 4/A T AT&T INC.
Common Stock
F - Taxes -4,287 62,081 -6.46 33.35 -142,962 2,070,403
2014-03-04 2014-02-28 4 T AT&T INC.
Common Stock
A - Award 31,766 83,821 61.02 31.93 1,014,300 2,676,407
2014-02-03 2014-01-31 4 T AT&T INC.
Common Stock
A - Award 1,240 52,055 2.44 33.32 41,315 1,734,463
2014-02-03 2014-01-30 4 T AT&T INC.
Restricted Stock Units (2014)
M - Exercise -1,341 33,142 -3.89
2014-02-03 2014-01-30 4 T AT&T INC.
Restricted Stock Units (2014)
A - Award 34,483 34,483
2014-02-03 2014-01-30 4 T AT&T INC.
Common Stock
F - Taxes -1,341 54,660 -2.39 33.35 -44,722 1,822,911
2014-02-03 2014-01-30 4 T AT&T INC.
Common Stock
M - Exercise 1,341 56,001 2.45
2014-02-03 2014-01-30 4 T AT&T INC.
Common Stock
D - Sale to Issuer -11,224 50,815 -18.09 33.35 -374,332 1,694,673
2014-02-03 2014-01-30 4 T AT&T INC.
Common Stock
F - Taxes -4,329 62,039 -6.52 33.35 -144,361 2,069,005
2014-02-03 2014-01-30 4 T AT&T INC.
Common Stock
A - Award 15,553 66,368 30.61
2014-01-30 2014-01-28 4 T AT&T INC.
Restricted Stock Units
M - Exercise -8,373 0 -100.00
2014-01-30 2014-01-28 4 T AT&T INC.
Common Stock
F - Taxes -2,094 54,660 -3.69 33.70 -70,568 1,842,042
2014-01-30 2014-01-28 4 T AT&T INC.
Common Stock
M - Exercise 8,373 56,754 17.31
2014-01-03 2013-12-31 4 T AT&T INC.
Common Stock
A - Award 556 50,815 1.11 35.16 19,550 1,786,648
2013-12-03 2013-11-29 4 T AT&T INC.
Common Stock
A - Award 555 50,259 1.12 35.21 19,550 1,769,611
2013-11-04 2013-10-31 4 T AT&T INC.
Common Stock
A - Award 1,144 49,704 2.36 36.20 41,402 1,799,267
2013-10-02 2013-09-30 4 T AT&T INC.
Common Stock
A - Award 578 48,560 1.20 33.82 19,550 1,642,293
2013-09-04 2013-08-30 4 T AT&T INC.
Common Stock
A - Award 534 47,982 1.12 33.83 18,055 1,623,223
2013-08-01 2013-07-31 4 T AT&T INC.
Common Stock
A - Award 1,100 47,448 2.37 35.27 38,797 1,673,493
2013-07-02 2013-06-28 4 T AT&T INC.
Common Stock
A - Award 507 46,348 1.11 35.40 17,940 1,640,721
2013-06-04 2013-05-31 4 T AT&T INC.
Common Stock
A - Award 513 45,841 1.13 34.99 17,940 1,603,987
2013-05-02 2013-04-30 4 T AT&T INC.
Common Stock
A - Award 1,011 45,329 2.28 37.46 37,883 1,698,008
2013-04-01 2013-03-28 4 T AT&T INC.
Common Stock
A - Award 457 44,317 1.04 36.69 16,770 1,626,001
2013-03-13 2013-03-11 4 T AT&T INC.
Common Stock
F - Taxes -7,986 43,860 -15.40 36.60 -292,288 1,605,284
2013-03-04 2013-02-28 4 T AT&T INC.
Common Stock
A - Award 15,263 64,023 31.30 35.91 548,100 2,299,074
2013-02-15 2013-01-31 4/A T AT&T INC.
Common Stock
F - Taxes -5,332 62,785 -7.83 34.79 -185,498 2,184,291
2013-02-15 2013-01-31 4/A T AT&T INC.
Common Stock
D - Sale to Issuer -14,025 48,760 -22.34 34.79 -487,928 1,696,363
2013-02-04 2013-01-31 4 T AT&T INC.
Restricted Stock Units (2013)
M - Exercise -1,118 27,626 -3.89
2013-02-04 2013-01-31 4 T AT&T INC.
Restricted Stock Units (2013)
A - Award 28,744 28,744
2013-02-04 2013-01-31 4 T AT&T INC.
Common Stock
F - Taxes -1,118 36,204 -3.00 34.79 -38,895 1,259,537
2013-02-04 2013-01-31 4 T AT&T INC.
Common Stock
M - Exercise 1,118 37,322 3.09
2013-02-04 2013-01-31 4 T AT&T INC.
Common Stock
D - Sale to Issuer -13,991 48,760 -22.30 34.79 -486,738 1,696,363
2013-02-04 2013-01-31 4 T AT&T INC.
Common Stock
F - Taxes -5,366 62,751 -7.88 34.79 -186,689 2,183,100
2013-02-04 2013-01-31 4 T AT&T INC.
Common Stock
A - Award 19,357 68,117 39.70
2013-02-04 2013-01-31 4 T AT&T INC.
Common Stock
A - Award 1,065 48,760 2.23 34.79 37,063 1,696,363
2013-01-30 2013-01-28 4 T AT&T INC.
Restricted Stock Units
M - Exercise -8,374 0 -100.00
2013-01-30 2013-01-28 4 T AT&T INC.
Common Stock
F - Taxes -2,094 36,204 -5.47 34.13 -71,468 1,235,643
2013-01-30 2013-01-28 4 T AT&T INC.
Common Stock
M - Exercise 8,374 38,298 27.98
2013-01-03 2012-12-31 4 T AT&T INC.
Common Stock
A - Award 504 47,695 1.07 33.71 17,000 1,607,790
2012-12-04 2012-11-30 4 T AT&T INC.
Common Stock
A - Award 498 47,190 1.07 34.13 17,000 1,610,610
2012-11-02 2012-10-31 4 T AT&T INC.
Common Stock
A - Award 1,072 46,692 2.35 34.59 37,073 1,615,088
2012-10-02 2012-09-28 4 T AT&T INC.
Common Stock
A - Award 422 45,621 0.93 37.70 15,898 1,719,895
2012-09-05 2012-08-31 4 T AT&T INC.
Common Stock
A - Award 426 45,199 0.95 36.64 15,600 1,656,087
2012-08-02 2012-07-31 4 T AT&T INC.
Common Stock
A - Award 920 44,773 2.10 37.92 34,895 1,697,796
2012-07-03 2012-06-29 4 T AT&T INC.
Common Stock
A - Award 437 43,853 1.01 35.66 15,600 1,563,793
2012-06-01 2012-05-31 4 T AT&T INC.
Common Stock
A - Award 457 43,415 1.06 34.17 15,600 1,483,504
2012-05-23 2012-05-21 4 T AT&T INC.
Employee Stock Option (Right to Buy) - SSP
M - Exercise -1,334 0 -100.00
2012-05-23 2012-05-21 4 T AT&T INC.
Common Stock
F - Taxes -1,322 29,924 -4.23 33.66 -44,499 1,007,242
2012-05-23 2012-05-21 4 T AT&T INC.
Common Stock
M - Exercise 1,334 31,246 4.46 33.15 44,222 1,035,805
2012-05-02 2012-04-30 4 T AT&T INC.
Common Stock
A - Award 1,035 42,959 2.47 32.91 34,047 1,413,776
2012-04-03 2012-03-30 4 T AT&T INC.
Common Stock
A - Award 500 41,924 1.21 31.23 15,600 1,309,297
2012-03-14 2012-03-12 4 T AT&T INC.
Common Stock
F - Taxes -3,353 41,425 -7.49 31.44 -105,422 1,302,396
2012-03-02 2012-02-29 4 T AT&T INC.
Common Stock
A - Award 14,203 50,999 38.60 30.59 434,477 1,560,057
2012-02-22 2012-02-13 4 T AT&T INC.
Restricted Stock Units (2012)
M - Exercise -123 5,395 -2.23
2012-02-22 2012-02-13 4 T AT&T INC.
Restricted Stock Units (2012)
A - Award 5,518 5,518
2012-02-22 2012-02-13 4 T AT&T INC.
Common Stock
F - Taxes -123 23,691 -0.52 30.02 -3,692 711,204
2012-02-22 2012-02-13 4 T AT&T INC.
Common Stock
M - Exercise 123 23,814 0.52 30.02 3,692 714,896
2012-02-16 3/A T AT&T INC.
Common Stock
23,691
2012-02-07 3 T AT&T INC.
Common Stock
23,679
2012-02-07 3 T AT&T INC.
Common Stock
2,245
2012-02-07 3 T AT&T INC.
Common Stock
36,796
2012-02-07 3 T AT&T INC.
Common Stock
23,982
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)