Montrose Environmental Group, Inc.
US ˙ NYSE ˙ US6151111019

Introduction

This page provides a comprehensive analysis of the known insider trading history of Richard E Perlman. 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 Richard E Perlman has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:MEG / Montrose Environmental Group, Inc. Director 688,647
US:STKS / The ONE Group Hospitality, Inc. Director 183,297
US:EXAM / ExamWorks Group, Inc. Executive Chairman, Director 441,684
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Richard E Perlman. 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 MEG / Montrose Environmental Group, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in MEG / Montrose Environmental 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.

MEG / Montrose Environmental Group, Inc. Insider Trades
Insider Sales MEG / Montrose Environmental 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 MEG / Montrose Environmental 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 (%)
2023-02-17 MEG PERLMAN RICHARD E 13,622 54.1700 13,622 54.1700 737,904 252 22.2700 -434,541 -58.89
2023-02-16 MEG PERLMAN RICHARD E 400 54.1500 400 54.1500 21,660
2023-02-03 MEG PERLMAN RICHARD E 600 54.0400 600 54.0400 32,424
2023-02-02 MEG PERLMAN RICHARD E 51,981 54.3000 51,981 54.3000 2,822,568
2023-02-01 MEG PERLMAN RICHARD E 21,540 54.1800 21,540 54.1800 1,167,037
2023-01-31 MEG PERLMAN RICHARD E 18,241 53.0800 18,241 53.0800 968,232
2023-01-31 MEG PERLMAN RICHARD E 24,830 54.1500 24,830 54.1500 1,344,544
2023-01-30 MEG PERLMAN RICHARD E 23,782 52.8600 23,782 52.8600 1,257,117
2023-01-27 MEG PERLMAN RICHARD E 12,853 52.8700 12,853 52.8700 679,538
2023-01-27 MEG PERLMAN RICHARD E 1,400 53.6000 1,400 53.6000 75,040
2023-01-25 MEG PERLMAN RICHARD E 400 52.5500 400 52.5500 21,020
2023-01-24 MEG PERLMAN RICHARD E 21,856 52.9700 21,856 52.9700 1,157,712
2023-01-23 MEG PERLMAN RICHARD E 31,035 52.7200 31,035 52.7200 1,636,165
2023-01-20 MEG PERLMAN RICHARD E 23,790 52.6900 23,790 52.6900 1,253,495
2023-01-18 MEG PERLMAN RICHARD E 22,724 52.7600 22,724 52.7600 1,198,918
2023-01-17 MEG PERLMAN RICHARD E 12,172 52.5300 12,172 52.5300 639,395
2023-01-13 MEG PERLMAN RICHARD E 300 52.5000 300 52.5000 15,750
2021-10-27 MEG PERLMAN RICHARD E 3,865 65.0200 3,865 65.0200 251,302
2021-10-26 MEG PERLMAN RICHARD E 46,449 65.3700 46,449 65.3700 3,036,371
2021-10-26 MEG PERLMAN RICHARD E 9,618 66.4000 9,618 66.4000 638,635
2021-10-26 MEG PERLMAN RICHARD E 1,606 67.0900 1,606 67.0900 107,747
2021-10-25 MEG PERLMAN RICHARD E 31,207 65.1900 31,207 65.1900 2,034,384
2021-10-22 MEG PERLMAN RICHARD E 6,455 64.2000 6,455 64.2000 414,411
2021-10-21 MEG PERLMAN RICHARD E 40,146 63.5500 40,146 63.5500 2,551,278
2021-10-21 MEG PERLMAN RICHARD E 22,714 63.9600 22,714 63.9600 1,452,787
2021-10-21 MEG PERLMAN RICHARD E 3,309 64.9500 3,309 64.9500 214,920
2021-10-20 MEG PERLMAN RICHARD E 34,631 62.7100 34,631 62.7100 2,171,710
2021-10-19 MEG PERLMAN RICHARD E 13,234 60.9600 13,234 60.9600 806,745
2021-10-19 MEG PERLMAN RICHARD E 1,581 61.6100 1,581 61.6100 97,405
2021-10-19 MEG PERLMAN RICHARD E 100 62.6200 100 62.6200 6,262
2021-10-18 MEG PERLMAN RICHARD E 37,826 64.0800 37,826 64.0800 2,423,890
2021-10-18 MEG PERLMAN RICHARD E 15,357 63.1000 15,357 63.1000 969,027
2021-10-18 MEG PERLMAN RICHARD E 200 62.1500 200 62.1500 12,430
2021-10-15 MEG PERLMAN RICHARD E 10,353 61.6700 10,353 61.6700 638,470
2021-10-15 MEG PERLMAN RICHARD E 20,029 62.4400 20,029 62.4400 1,250,611
2021-10-15 MEG PERLMAN RICHARD E 820 63.4200 820 63.4200 52,004
2021-10-15 MEG PERLMAN RICHARD E 500 64.2200 500 64.2200 32,110
2021-09-10 MEG PERLMAN RICHARD E 37,584 57.3700 37,584 57.3700 2,156,194
2021-09-10 MEG PERLMAN RICHARD E 27,091 57.9500 27,091 57.9500 1,569,923
2020-11-30 MEG PERLMAN RICHARD E 490,000 26.0920 490,000 26.0920 12,785,080
2020-09-13 MEG PERLMAN RICHARD E 18,260 57.0800 18,260 57.0800 1,042,281
2020-09-13 MEG PERLMAN RICHARD E 17,065 57.5900 17,065 57.5900 982,773

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

MEG / Montrose Environmental Group, Inc. Insider Trades
Insider Purchases STKS / The ONE Group Hospitality, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in MEG / Montrose Environmental 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 (%)
2014-09-09 STKS PERLMAN RICHARD E 20,000 5.0000 20,000 5.0000 100,000 17 5.41 8,200 8.20

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

STKS / The ONE Group Hospitality, Inc. Insider Trades
Insider Sales STKS / The ONE Group Hospitality, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in MEG / Montrose Environmental 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.

STKS / The ONE Group Hospitality, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Richard E Perlman 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
2025-01-03 2025-01-01 4 MEG Montrose Environmental Group, Inc.
Common Stock
A - Award 5,929 688,647 0.87
2024-01-02 2024-01-01 4 MEG Montrose Environmental Group, Inc.
Common Stock
A - Award 3,423 682,718 0.50
2023-02-21 2023-02-17 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -13,622 679,295 -1.97 54.17 -737,904 36,797,410
2023-02-21 2023-02-16 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -400 692,917 -0.06 54.15 -21,660 37,521,456
2023-02-03 2023-02-03 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -600 693,317 -0.09 54.04 -32,424 37,466,851
2023-02-03 2023-02-02 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -51,981 693,917 -6.97 54.30 -2,822,568 37,679,693
2023-02-01 2023-02-01 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -21,540 745,898 -2.81 54.18 -1,167,037 40,412,754
2023-02-01 2023-01-31 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -24,830 767,438 -3.13 54.15 -1,344,544 41,556,768
2023-02-01 2023-01-31 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -18,241 792,268 -2.25 53.08 -968,232 42,053,585
2023-02-01 2023-01-30 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -23,782 810,509 -2.85 52.86 -1,257,117 42,843,506
2023-01-27 2023-01-27 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -1,400 834,291 -0.17 53.60 -75,040 44,717,998
2023-01-27 2023-01-27 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -12,853 835,691 -1.51 52.87 -679,538 44,182,983
2023-01-27 2023-01-25 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -400 848,544 -0.05 52.55 -21,020 44,590,987
2023-01-24 2023-01-24 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -21,856 848,944 -2.51 52.97 -1,157,712 44,968,564
2023-01-24 2023-01-23 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -31,035 870,800 -3.44 52.72 -1,636,165 45,908,576
2023-01-20 2023-01-20 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -23,790 901,835 -2.57 52.69 -1,253,495 47,517,686
2023-01-20 2023-01-18 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -22,724 925,625 -2.40 52.76 -1,198,918 48,835,975
2023-01-17 2023-01-17 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -12,172 948,349 -1.27 52.53 -639,395 49,816,773
2023-01-17 2023-01-13 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -300 960,521 -0.03 52.50 -15,750 50,427,352
2023-01-03 2023-01-01 4 MEG Montrose Environmental Group, Inc.
Common Stock
A - Award 2,478 960,821 0.26
2022-02-15 2021-11-16 5 MEG Montrose Environmental Group, Inc.
Common Stock
G - Gift -100,000 956,783 -9.46
2022-01-03 2022-01-01 4 MEG Montrose Environmental Group, Inc.
Common Stock
A - Award 1,560 1,058,343 0.15
2021-10-27 2021-10-27 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -3,865 1,056,783 -0.36 65.02 -251,302 68,712,031
2021-10-27 2021-10-26 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -1,606 1,060,648 -0.15 67.09 -107,747 71,158,874
2021-10-27 2021-10-26 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -9,618 1,062,254 -0.90 66.40 -638,635 70,533,666
2021-10-27 2021-10-26 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -46,449 1,071,872 -4.15 65.37 -3,036,371 70,068,273
2021-10-27 2021-10-25 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -31,207 1,118,321 -2.71 65.19 -2,034,384 72,903,346
2021-10-22 2021-10-22 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -6,455 1,149,528 -0.56 64.20 -414,411 73,799,698
2021-10-22 2021-10-21 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -3,309 1,155,983 -0.29 64.95 -214,920 75,081,096
2021-10-22 2021-10-21 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -22,714 1,159,292 -1.92 63.96 -1,452,787 74,148,316
2021-10-22 2021-10-21 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -40,146 1,182,006 -3.28 63.55 -2,551,278 75,116,481
2021-10-22 2021-10-20 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -34,631 1,222,152 -2.76 62.71 -2,171,710 76,641,152
2021-10-19 2021-10-19 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -100 1,256,783 -0.01 62.62 -6,262 78,699,751
2021-10-19 2021-10-19 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -1,581 1,256,883 -0.13 61.61 -97,405 77,436,562
2021-10-19 2021-10-19 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -13,234 1,258,464 -1.04 60.96 -806,745 76,715,965
2021-10-19 2021-10-18 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -200 1,271,698 -0.02 62.15 -12,430 79,036,031
2021-10-19 2021-10-18 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -15,357 1,271,898 -1.19 63.10 -969,027 80,256,764
2021-10-19 2021-10-18 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -37,826 1,287,255 -2.85 64.08 -2,423,890 82,487,300
2021-10-19 2021-10-15 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -500 1,325,081 -0.04 64.22 -32,110 85,096,702
2021-10-19 2021-10-15 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -820 1,325,581 -0.06 63.42 -52,004 84,068,347
2021-10-19 2021-10-15 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -20,029 1,326,401 -1.49 62.44 -1,250,611 82,820,478
2021-10-19 2021-10-15 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -10,353 1,346,430 -0.76 61.67 -638,470 83,034,338
2021-09-13 2021-09-10 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -27,091 1,356,783 -1.96 57.95 -1,569,923 78,625,575
2021-09-13 2021-09-10 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -37,584 1,383,874 -2.64 57.37 -2,156,194 79,392,851
2021-09-13 2020-09-13 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -17,065 1,321,458 -1.27 57.59 -982,773 76,102,766
2021-09-13 2020-09-13 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -18,260 1,338,523 -1.35 57.08 -1,042,281 76,402,893
2021-01-08 2021-01-01 4 MEG Montrose Environmental Group, Inc.
Common Stock
A - Award 2,422 1,421,458 0.17
2020-12-01 2020-11-30 4 MEG Montrose Environmental Group, Inc.
Common Stock
S - Sale -490,000 1,419,036 -25.67 26.09 -12,785,080 37,025,487
2020-07-22 3 MEG Montrose Environmental Group, Inc.
Common Stock
3,818,072
2020-07-22 3 MEG Montrose Environmental Group, Inc.
Common Stock
3,818,072
2020-07-22 3 MEG Montrose Environmental Group, Inc.
Common Stock
3,818,072
2016-08-15 2016-08-11 4 STKS ONE Group Hospitality, Inc.
Common Stock, par value $0.0001 per share
A - Award 15,267 183,297 9.09
2016-06-07 2016-06-03 4 EXAM ExamWorks Group, Inc.
Common Stock
S - Sale -3,160 441,684 -0.71 34.81 -110,000 15,375,020
2016-01-08 2016-01-05 4 EXAM ExamWorks Group, Inc.
Common Stock
A - Award 12,540 444,844 2.90
2015-09-04 2015-09-04 4 EXAM ExamWorks Group, Inc.
Common Stock
S - Sale -52,217 432,304 -10.78 33.95 -1,772,767 14,676,721
2015-09-04 2015-09-03 4 EXAM ExamWorks Group, Inc.
Common Stock
S - Sale -113,000 484,521 -18.91 34.14 -3,857,820 16,541,547
2015-09-04 2015-09-02 4 EXAM ExamWorks Group, Inc.
Common Stock
S - Sale -81,900 597,521 -12.05 34.32 -2,810,808 20,506,921
2015-09-04 2015-09-02 4 EXAM ExamWorks Group, Inc.
Common Stock
S - Sale -100 679,421 -0.01 35.05 -3,505 23,813,706
2015-09-04 2015-03-16 4 EXAM ExamWorks Group, Inc.
Common Stock
G - Gift -8,600 679,521 -1.25
2015-05-28 2015-05-18 4 STKS ONE Group Hospitality, Inc.
Common Stock, par value $0.0001 per share
A - Award 8,080 239,905 3.49
2015-03-09 2015-03-05 4 EXAM ExamWorks Group, Inc.
Common Stock
A - Award 23,111 688,121 3.48
2015-02-17 2015-02-12 4 STKS ONE Group Hospitality, Inc.
Common Stock, par value $0.0001 per share
J - Other -168,750 33,750 -83.33
2015-02-17 2015-02-12 4 STKS ONE Group Hospitality, Inc.
Common Stock, par value $0.0001 per share
J - Other 168,750 231,825 267.54
2015-01-06 2015-01-02 4 EXAM ExamWorks Group, Inc.
Common Stock
A - Award 17,183 665,010 2.65
2014-11-12 3/A STKS ONE Group Hospitality, Inc.
Common Stock, par value $0.0001 per share
43,075
2014-09-11 2014-09-09 4 STKS ONE Group Hospitality, Inc.
Common Stock, par value $0.0001 per share
P - Purchase 20,000 30,000 200.00 5.00 100,000 150,000
2014-05-15 2014-05-13 4 EXAM ExamWorks Group, Inc.
Common Stock
S - Sale -186,242 0 -100.00 32.30 -6,015,617
2014-05-15 2014-05-13 4 EXAM ExamWorks Group, Inc.
Common Stock
S - Sale -752,783 647,827 -53.75 32.30 -24,314,891 20,924,812
2014-02-27 2014-02-26 4 EXAM ExamWorks Group, Inc.
Common Stock
A - Award 15,687 1,410,210 1.12
2014-01-06 2014-01-03 4 EXAM ExamWorks Group, Inc.
Common Stock
A - Award 18,660 1,394,523 1.36
2013-11-05 3 STKS COMMITTED CAPITAL ACQUISITION Corp
Common Stock, par value $0.0001 per share
10,000
2013-11-05 3 STKS COMMITTED CAPITAL ACQUISITION Corp
Common Stock, par value $0.0001 per share
371,250
2013-03-04 2013-03-04 4 EXAM ExamWorks Group, Inc.
Common Stock
P - Purchase 7,900 186,242 4.43 14.50 114,550 2,700,509
2013-03-04 2013-03-01 4 EXAM ExamWorks Group, Inc.
Common Stock
P - Purchase 6,600 178,342 3.84 14.06 92,796 2,507,489
2013-01-08 2013-01-07 4 EXAM ExamWorks Group, Inc.
Common Stock
A - Award 40,730 1,364,296 3.08
2012-01-06 2012-01-04 4 EXAM ExamWorks Group, Inc.
Employee Stock Option (right to buy)
A - Award 237,000 237,000
2010-10-27 3 EXAM ExamWorks Group, Inc.
Common Stock
369,753
2010-10-27 3 EXAM ExamWorks Group, Inc.
Common Stock
6,728,018
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)