David Joe
CIK 1595999 · SVP & CFO · last filed 2019-12-10
"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
$1.39M
Companies
4
Total Filings
52
Lifetime Open-Market Net
-$1.32M
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 |
|---|---|---|---|---|---|---|---|
| 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 · Page 3 of 6
52 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2017-09-25 | EPM | Gift (G) | −650 | $0 | EDGAR |
| 2017-09-06 | EPM | Tax (F) | −1,540 | -$10.7K | EDGAR |
| 2017-08-30 | EPM | Tax (F) | −606 | -$4.4K | EDGAR |
| 2017-08-10 | EPM | Mixed | +1,133 | $9.1K | EDGAR |
| 2017-07-13 | EPM | Gift (G) | −3,500 | $0 | EDGAR |
| 2017-05-26 | EPM | Mixed | +25,011 | -$5 | EDGAR |
| 2016-12-05 | EPM | Mixed | −12,336 | -$114.4K | EDGAR |
| 2016-11-07 | EVOLUTION PETROLEUM CORP (EPMpA.CL) Delisted | Tax (F) | −1,612 | -$11.7K | EDGAR |
| 2016-10-07 | EVOLUTION PETROLEUM CORP (EPM.PRAC) Delisted | Gift (G) | −3,000 | $0 | EDGAR |
| 2016-09-09 | EVOLUTION PETROLEUM CORP (EPMpA) Delisted | Tax (F) | −272 | -$1.6K | EDGAR |
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.