David Joe
CIK 1595999 · SVP & CFO · last filed 2019-12-10
David Joe is a SVP & CFO who has filed 52 SEC Form 4 insider transactions across 4 companies since 2014. The most recent filing, for EPM, was dated Dec 10, 2019. Across all open-market trades the lifetime net is −$1.3M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $1.4M 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.
$1.39M
4
52
-$1.32M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| EPM | SVP & CFO | 333,628 | $4.16 | $1.39M | -$1.10M | 27 | 2019-12-10 |
| EVOLUTION PETROLEUM CORP (EPMpA.CL) Delisted | SVP & CFO | 353,387 | — | — | $0 | 1 | 2016-11-07 |
| EVOLUTION PETROLEUM CORP (EPM.PRAC) Delisted | SVP & CFO | 354,999 | — | — | $0 | 1 | 2016-10-07 |
| EVOLUTION PETROLEUM CORP (EPMpA) Delisted | SVP & CFO | 357,999 | — | — | -$223.3K | 23 | 2016-09-09 |
Recent Filings
52 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2019-12-10 | EPM | Grant (A) | +48,057 | $0 | EDGAR |
| 2019-09-11 | EPM | Mixed | +1,982 | $11.8K | EDGAR |
| 2019-01-02 | EPM | Tax (F) | −3,213 | -$22.4K | EDGAR |
| 2018-12-04 | EPM | Tax (F) | −1,646 | -$14.8K | EDGAR |
| 2018-10-11 | EPM | Sell (S) | −4,306 | -$54.2K | EDGAR |
| 2018-09-17 | EPM | Mixed | +28,748 | $19.6K | EDGAR |
| 2018-09-07 | EPM | Mixed | +30,537 | $37.3K | EDGAR |
| 2018-09-05 | EPM | Tax (F) | −886 | -$8.9K | EDGAR |
| 2018-08-30 | EPM | Tax (F) | −346 | -$3.3K | EDGAR |
| 2018-07-12 | EPM | Sell (S) | −12,352 | -$148.2K | EDGAR |