Puneet Bhasin
CIK 1478633 · EVP, Chief Info & Digital Off. · last filed 2024-03-05
Puneet Bhasin is an EVP, Chief Info & Digital Off. who has filed 45 SEC Form 4 insider transactions across 3 companies since 2010. The most recent filing, for UNMA, was dated Mar 5, 2024. Across all open-market trades the lifetime net is −$10.7M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $13.9M 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.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
WM 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
HOUSTON, TX 77002
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| UNMA | EVP, Chief Info & Digital Off. | 52,002 | $19.35 | $1.01M | -$1.47M | 16 | 2024-03-05 |
| UNM | Chief Info & Digital Officer | 10,075 | $76.83 | $774.0K | $0 | 1 | 2018-03-12 |
| WM | EVP Corp Op & Pres WM Recyclin | 51,457 | $235.65 | $12.13M | -$9.21M | 26 | 2016-08-11 |
Recent Filings
45 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2024-03-05 | UNMA | Mixed | +10,028 | -$203.2K | EDGAR |
| 2024-02-21 | UNMA | Tax (F) | −754 | -$36.7K | EDGAR |
| 2023-12-01 | UNMA | Sell (S) | −8,188 | -$347.1K | EDGAR |
| 2023-11-29 | UNM | Notice (144) | −8,188 | -$347.1K | EDGAR |
| 2023-05-24 | UNMA | Sell (S) | −14,609 | -$678.9K | EDGAR |
| 2023-05-22 | UNM | Notice (144) | −14,612 | -$679.5K | EDGAR |
| 2023-03-03 | UNMA | Mixed | +3,084 | -$242.2K | EDGAR |
| 2023-02-22 | UNMA | Mixed | +16,814 | -$473.4K | EDGAR |
| 2022-11-22 | UNMA | Sell (S) | −10,725 | -$440.0K | EDGAR |
| 2022-03-03 | UNMA | Mixed | +9,539 | -$81.1K | 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.