EMCOR Group, Inc.
US ˙ NYSE ˙ US29084Q1004

Introduction

This page provides a comprehensive analysis of the known insider trading history of Maxine Lum Mauricio. 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 Maxine Lum Mauricio has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:EME / EMCOR Group, Inc. CAO, EVP & General Counsel 27,403
US:NOVT / Novanta Inc. Director 3,223
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Maxine Lum Mauricio. 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 EME / EMCOR Group, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in EME / EMCOR Group, 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 (%)
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.

EME / EMCOR Group, Inc. Insider Trades
Insider Sales EME / EMCOR Group, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in EME / EMCOR Group, 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 (%)
2025-03-13 EME Mauricio Maxine Lum 1,250 370.0700 1,250 370.0700 462,588 22 342.0200 -35,062 -7.58
2024-05-22 EME Mauricio Maxine Lum 4,620 389.5800 4,620 389.5800 1,799,860
2022-10-31 EME Mauricio Maxine Lum 5,000 141.5900 5,000 141.5900 707,950
2016-08-05 EME Mauricio Maxine Lum 1,000 56.3500 1,000 56.3500 56,350
2016-08-05 EME Mauricio Maxine Lum 386 56.3400 386 56.3400 21,747

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

EME / EMCOR Group, Inc. Insider Trades
Insider Purchases GSIG / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in EME / EMCOR Group, 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 (%)
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.

GSIG / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF Insider Trades
Insider Sales GSIG / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in EME / EMCOR Group, 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.

GSIG / Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Maxine Lum Mauricio 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
2025-08-01 2025-07-31 4 EME EMCOR Group, Inc.
Common Stock
A - Award 3 27,403 0.01
2025-05-01 2025-04-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 8 27,400 0.03
2025-03-14 2025-03-13 4 EME EMCOR Group, Inc.
Common Stock
G - Gift -250 27,392 -0.90
2025-03-14 2025-03-13 4 EME EMCOR Group, Inc.
Common Stock
S - Sale -1,250 27,642 -4.33 370.07 -462,588 10,229,475
2025-02-28 2025-02-27 4 EME EMCOR Group, Inc.
Common Stock
F - Taxes -1,690 28,892 -5.53 402.71 -680,580 11,635,097
2025-02-03 2025-01-31 4 EME EMCOR Group, Inc.
Common Stock
A - Award 8 30,582 0.03
2025-01-06 2025-01-02 4 NOVT NOVANTA INC
Common Stock
M - Exercise 1,217 3,223 60.67
2025-01-03 2025-01-02 4 EME EMCOR Group, Inc.
Common Stock
A - Award 1,720 30,574 5.96
2024-10-31 2024-10-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 7 28,854 0.02
2024-10-31 2024-10-29 4 EME EMCOR Group, Inc.
Common Stock
A - Award 2,500 28,847 9.49
2024-07-31 2024-07-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 10 26,347 0.04
2024-07-08 2024-07-03 4 NOVT NOVANTA INC
Common Stock
M - Exercise 278 2,006 16.09
2024-06-07 2024-06-06 4 EME EMCOR Group, Inc.
Common Stock
A - Award 2,500 26,337 10.49
2024-05-23 2024-05-22 4 EME EMCOR Group, Inc.
Common Stock
S - Sale -4,620 23,837 -16.24 389.58 -1,799,860 9,286,418
2024-05-01 2024-04-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 9 28,457 0.03
2024-03-04 2024-02-29 4 EME EMCOR Group, Inc.
Common Stock
F - Taxes -2,080 28,448 -6.81 313.52 -652,122 8,919,017
2024-02-29 2024-02-29 4 EME EMCOR Group, Inc.
Common Stock
G - Gift -375 30,528 -1.21
2024-02-01 2024-01-31 4 EME EMCOR Group, Inc.
Common Stock
A - Award 14 30,903 0.05
2024-01-04 2024-01-03 4 NOVT NOVANTA INC
Common Stock
M - Exercise 464 1,728 36.71
2024-01-03 2024-01-02 4 EME EMCOR Group, Inc.
Common Stock
A - Award 3,478 30,889 12.69
2024-01-03 2023-12-29 4 EME EMCOR Group, Inc.
Common Stock
A - Award 3,000 27,411 12.29
2023-10-31 2023-10-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 10 24,411 0.04
2023-07-31 2023-07-31 4 EME EMCOR Group, Inc.
Common Stock
A - Award 10 24,401 0.04
2023-05-01 2023-04-28 4 EME EMCOR Group, Inc.
Common Stock
A - Award 13 24,391 0.05
2023-02-27 2023-02-24 4 EME EMCOR Group, Inc.
Common Stock
G - Gift -600 24,378 -2.40
2023-02-27 2023-02-24 4 EME EMCOR Group, Inc.
Common Stock
F - Taxes -1,517 24,978 -5.73 165.52 -251,094 4,134,359
2023-02-02 2023-01-31 4 EME EMCOR Group, Inc.
Common Stock
A - Award 17 26,495 0.06
2023-01-18 2023-01-17 4 EME EMCOR Group, Inc.
Common Stock
S - Sale X -2,500 26,478 -8.63 149.62 -374,050 3,961,638
2023-01-05 2023-01-03 4 NOVT NOVANTA INC
Common Stock
M - Exercise 359 1,264 39.67
2023-01-05 2023-01-03 4 EME EMCOR Group, Inc.
Common Stock
A - Award 4,095 28,978 16.46
2022-12-19 2022-12-15 4 EME EMCOR Group, Inc.
Common Stock
S - Sale X -2,500 24,883 -9.13 145.27 -363,175 3,614,753
2022-11-01 2022-10-31 4 EME EMCOR Group, Inc.
Common Stock
A - Award 14 27,383 0.05
2022-11-01 2022-10-31 4 EME EMCOR Group, Inc.
Common Stock
S - Sale -5,000 27,369 -15.45 141.59 -707,950 3,875,177
2022-08-02 2022-07-29 4 EME EMCOR Group, Inc.
Common Stock
A - Award 15 32,369 0.05
2022-05-16 2022-05-12 4 EME EMCOR Group, Inc.
Common Stock
G - Gift -944 32,354 -2.84
2022-05-02 2022-04-29 4 EME EMCOR Group, Inc.
Common Stock
A - Award 16 33,298 0.05
2022-02-28 2022-02-25 4 EME EMCOR Group, Inc.
Common Stock
F - Taxes -2,115 33,282 -5.98 116.95 -247,349 3,892,330
2022-02-01 2022-01-31 4 EME EMCOR Group, Inc.
Common Stock
A - Award 22 35,397 0.06
2022-01-05 2022-01-04 4 NOVT NOVANTA INC
Restricted Stock Units
M - Exercise -531 0 -100.00
2022-01-05 2022-01-04 4 NOVT NOVANTA INC
Common Stock
M - Exercise 531 905 141.98
2022-01-05 2022-01-03 4 NOVT NOVANTA INC
Deferred Stock Units
A - Award 359 1,264 39.67
2022-01-05 2022-01-03 4 NOVT NOVANTA INC
Restricted Stock Units
A - Award 359 359
2022-01-04 2022-01-03 4 EME EMCOR Group, Inc.
Common Stock
A - Award 4,389 35,375 14.16
2021-11-01 2021-10-29 4 EME EMCOR Group, Inc.
Common Stock
A - Award 15 30,986 0.05
2021-08-02 2021-07-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 17 30,971 0.05
2021-05-27 2021-05-26 4 NOVT NOVANTA INC
Restricted Stock Units
M - Exercise -374 0 -100.00
2021-05-27 2021-05-26 4 NOVT NOVANTA INC
Common Stock
M - Exercise 374 374
2021-05-04 2021-04-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 17 30,954 0.05
2021-03-22 2021-03-19 4 EME EMCOR Group, Inc.
Common Stock
G - Gift -800 30,937 -2.52
2021-03-02 2021-02-26 4 EME EMCOR Group, Inc.
Common Stock
F - Taxes -1,303 31,737 -3.94 97.37 -126,873 3,090,232
2021-02-01 2021-01-29 4 EME EMCOR Group, Inc.
Common Stock
A - Award 27 33,040 0.08
2021-01-06 2021-01-04 4 NOVT NOVANTA INC
Deferred Stock Units
A - Award 531 905 141.98
2021-01-06 2021-01-04 4 NOVT NOVANTA INC
Restricted Stock Units
A - Award 531 531
2021-01-05 2021-01-04 4 EME EMCOR Group, Inc.
Common Stock
A - Award 5,434 33,013 19.70
2020-11-02 2020-10-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 16 27,579 0.06
2020-07-31 2020-07-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 17 27,563 0.06
2020-05-27 2020-05-26 4 NOVT NOVANTA INC
Deferred Stock Units
A - Award 374 374
2020-05-27 2020-05-26 4 NOVT NOVANTA INC
Restricted Stock Units
A - Award 374 374
2020-05-01 2020-04-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 17 27,546 0.06
2020-03-02 2020-02-28 4 EME EMCOR Group, Inc.
Common Stock
F - Taxes -1,454 27,529 -5.02 76.92 -111,842 2,117,531
2020-02-03 2020-01-31 4 EME EMCOR Group, Inc.
Common Stock
A - Award 18 28,983 0.06
2020-01-03 2020-01-02 4 EME EMCOR Group, Inc.
Common Stock
A - Award 4,701 28,965 19.37
2019-10-31 2019-10-30 4 EME EMCOR Group, Inc.
Common Stock
A - Award 12 24,264 0.05
2019-07-31 2019-07-30 4 EME EMCOR GROUP INC
Common Stock
A - Award 13 24,252 0.05
2019-05-01 2019-04-30 4 EME EMCOR GROUP INC
Common Stock
A - Award 14 24,239 0.06
2019-02-28 2019-02-28 4 EME EMCOR GROUP INC
Common Stock
G - Gift -500 24,225 -2.02
2019-02-25 2019-02-22 4 EME EMCOR GROUP INC
Common Stock
F - Taxes -2,701 24,725 -9.85 71.99 -194,445 1,779,953
2019-01-31 2019-01-30 4 EME EMCOR GROUP INC
Common Stock
A - Award 24 27,426 0.09
2019-01-03 2019-01-02 4 EME EMCOR GROUP INC
Common Stock
A - Award 6,570 27,402 31.54
2018-10-31 2018-10-30 4 EME EMCOR GROUP INC
Common Stock
A - Award 15 20,832 0.07
2018-08-08 2018-08-08 4 EME EMCOR GROUP INC
Common Stock
G - Gift -500 20,817 -2.35
2018-08-01 2018-07-31 4 EME EMCOR GROUP INC
Common Stock
A - Award 14 21,317 0.07
2018-05-01 2018-04-30 4 EME EMCOR GROUP INC
Common Stock
A - Award 14 21,303 0.07
2018-03-02 2018-02-23 4 EME EMCOR GROUP INC
Common Stock
F - Taxes -1,008 21,289 -4.52 76.45 -77,062 1,627,544
2018-02-01 2018-01-30 4 EME EMCOR GROUP INC
Common Stock
A - Award 15 22,297 0.07
2018-01-03 2018-01-02 4 EME EMCOR GROUP INC
Common Stock
A - Award 3,998 22,282 21.87
2017-10-31 2017-10-30 4 EME EMCOR GROUP INC
Common Stock
A - Award 12 18,284 0.07
2017-09-18 2017-09-15 4 EME EMCOR GROUP INC
Common Stock
G - Gift -788 18,272 -4.13
2017-07-31 2017-07-28 4 EME EMCOR GROUP INC
Common Stock
A - Award 14 19,060 0.07
2017-05-01 2017-04-28 4 EME EMCOR GROUP INC
Common Stock
A - Award 14 19,046 0.07
2017-02-27 2017-02-24 4 EME EMCOR GROUP INC
Common Stock
F - Taxes -602 19,032 -3.07 61.94 -37,288 1,178,842
2017-01-31 2017-01-30 4 EME EMCOR GROUP INC
Common Stock
A - Award 15 19,634 0.08
2017-01-04 2017-01-03 4 EME EMCOR GROUP INC
Common Stock
A - Award 4,499 19,619 29.76
2016-10-31 2016-10-28 4 EME EMCOR GROUP INC
Common Stock
A - Award 13 15,120 0.09
2016-08-05 2016-08-05 4 EME EMCOR GROUP INC
Common Stock
S - Sale -386 15,107 -2.49 56.34 -21,747 851,128
2016-08-05 2016-08-05 4 EME EMCOR GROUP INC
Common Stock
S - Sale -1,000 15,493 -6.06 56.35 -56,350 873,031
2016-08-02 2016-07-29 4 EME EMCOR GROUP INC
Common Stock
A - Award 14 16,493 0.08
2016-05-02 2016-04-29 4 EME EMCOR GROUP INC
Common Stock
A - Award 16 16,479 0.10
2016-03-16 2016-03-15 4 EME EMCOR GROUP INC
Common Stock
F - Taxes -1,749 16,463 -9.60 45.85 -80,192 754,829
2016-02-29 2016-02-26 4 EME EMCOR GROUP INC
Common Stock
F - Taxes -612 18,212 -3.25 45.16 -27,638 822,454
2016-02-01 2016-01-29 4 EME EMCOR GROUP INC
Common Stock
A - Award 28 18,824 0.15
2016-01-06 2016-01-04 4 EME EMCOR GROUP INC
Common Stock
A - Award 5,743 18,796 44.00
2016-01-06 3 EME EMCOR GROUP INC
Common Stock
26,106
2016-01-06 3 EME EMCOR GROUP INC
Common Stock
26,106
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)