Insider transactions

Heath B McLendon

CIK 1245780 · last filed 2022-02-28

"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
$6.91M
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 $4.18 $33.5K $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 $219.78 $6.88M $0 13 2009-04-28

Recent Filings · Page 3 of 4

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
2011-11-29 EDF Buy (P) +100 $2.3K EDGAR
2011-10-31 EDF Buy (P) +100 $2.3K EDGAR
2011-08-10 EDF Buy (P) +100 $2.3K EDGAR
2011-03-28 EDF Buy (P) +300 $7.0K EDGAR
2009-04-28 MTB — — $0 EDGAR
2009-04-03 MTB Grant (A) +154 $7.0K EDGAR
2009-01-06 MTB Mixed +918 $46.6K EDGAR
2008-10-03 MTB Grant (A) +99 $8.8K EDGAR
2008-07-03 MTB Grant (A) +120 $8.5K EDGAR
2008-04-16 MTB Grant (A) +105 $8.5K EDGAR
Showing 21–30 of 37
Page 3 of 4
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.