Insider transactions

Heath B McLendon

CIK 1245780 · last filed 2022-02-28

Heath B McLendon is a corporate insider who has filed 37 SEC Form 4 insider transactions across 3 companies since 2007. The most recent filing shows the insider bought $3.1K of EDF on Feb 28, 2022. Across all open-market trades the lifetime net is +$88.0K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $6.9M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure
$6.89M
Companies
3
Total Filings
37
Lifetime Open-Market Net
$88.0K

Charts

Trading activity, where the exposure sits, and each trade against the stock price.

EDI price and trades

Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.

Shares held

Shares owned after each reported transaction on this company (direct holdings as reported).

Open-market buying and selling

by month

Dollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.

Exposure by company

latest
OfficerDirector10% owner* stale (no filing in 3 yrs)

Most recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
EDF 8,020 $4.25 $34.1K $39.6K 12 2022-02-28
Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) Delisted 3,074 $5.02 $15.4K $48.5K 11 2015-07-10
MTB 31,290 $219.22 $6.86M $0 13 2009-04-28

Recent Filings

37 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2022-02-28 EDF Buy (P) +500 $3.1K EDGAR
2022-02-14 EDF Buy (P) +500 $3.2K EDGAR
2021-04-23 EDF Buy (P) +135 $1.1K EDGAR
2021-02-12 EDF Buy (P) +170 $1.5K EDGAR
2020-10-13 EDF Buy (P) +700 $5.0K EDGAR
2020-09-08 — Buy (P) +700 $5.0K
2015-07-10 Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) Delisted Buy (P) +200 $2.8K EDGAR
2014-12-17 Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) Delisted Buy (P) +500 $7.3K EDGAR
2014-12-17 Virtus Stone Harbor Emerging Markets Total Income Fund (EDI) Delisted Buy (P) +500 $7.8K EDGAR
2014-12-17 EDF Buy (P) +500 $7.6K EDGAR
Showing 1–10 of 37
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.