Robert L Katz
CIK 1387564 · EVP, CLO & Asst Corp Secretary · last filed 2023-02-02
Robert L Katz is an EVP, CLO & Asst Corp Secretary who has filed 91 SEC Form 4 insider transactions across 4 companies since 2010. The most recent filing shows the insider sold $382.7K of JBL on Feb 2, 2023. Across all open-market trades the lifetime net is −$11.1M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $56.7M across reported positions. 62 SEC filings were submitted jointly with Trane Technologies plc.
"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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
JBL 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 monthDollar 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
latestMost 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.
Filer Profile
SOUTHFIELD, MI 48033
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| JBL | EVP, CLO & Asst Corp Secretary | 95,322 | $275.68 | $26.28M | -$7.74M | 34 | 2023-02-02 |
| TT | Senior Vice President | 63,321 | $455.03 | $28.81M | -$2.45M | 14 | 2015-03-03 |
| IR | Senior Vice President | 21,850 | $74.52 | $1.63M | -$904.2K | 42 | 2013-11-07 |
| Federal-Mogul Holdings Corp (FDML) Delisted | SVP, General Counsel & Sec | — | — | — | $0 | 1 | 2010-05-27 |
Recent Filings
91 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2023-02-02 | JBL | Sell (S) | −4,970 | -$382.7K | EDGAR |
| 2023-01-30 | JBL | Tax (F) | −2,530 | -$195.3K | EDGAR |
| 2023-01-26 | JBL | Sell (S) | −5,222 | -$417.8K | EDGAR |
| 2023-01-24 | JBL | Tax (F) | −2,278 | -$180.9K | EDGAR |
| 2023-01-11 | JBL | Sell (S) | −10,451 | -$745.8K | EDGAR |
| 2022-11-09 | JBL | Tax (F) | −1,543 | -$98.7K | EDGAR |
| 2022-10-27 | JBL | Mixed | −26,805 | -$1.71M | EDGAR |
| 2022-10-24 | JBL | Mixed | +22,116 | -$491.6K | EDGAR |
| 2022-10-18 | JBL | Tax (F) | −894 | -$52.7K | EDGAR |
| 2022-08-02 | JBL | Sell (S) | −10,423 | -$618.0K | EDGAR |
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.