Jonathan L Perry
CIK 1707370 · President, CIO · last filed 2020-11-06
Jonathan L Perry is a President, CIO who has filed 11 SEC Form 4 insider transactions across 2 companies since 2017. The most recent filing, for JCAP, was dated Nov 6, 2020. Across all open-market trades the lifetime net is −$2.7M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $3.0M 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.
$2.97M
2
11
-$2.74M
Holdings By Company
Recent Filings
11 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2020-11-06 | JCAP | Other (J) | −58,347 | $0 | EDGAR |
| 2020-06-08 | JCAP | Tax (F) | −3,048 | -$43.8K | EDGAR |
| 2020-05-05 | JCAP | Tax (F) | −2,033 | -$25.6K | EDGAR |
| 2020-02-24 | JCAP | Mixed | +9,970 | $0 | EDGAR |
| 2019-06-06 | JCAP | Tax (F) | −3,042 | -$63.6K | EDGAR |
| 2019-05-06 | JCAP | Grant (A) | +20,000 | $0 | EDGAR |
| 2018-06-06 | JCAP | Grant (A) | +30,000 | $0 | EDGAR |
| 2018-05-08 | CUBE | Mixed | — | -$1.01M | EDGAR |
| 2018-01-24 | CUBE | Mixed | +4,741 | -$51.3K | EDGAR |
| 2018-01-03 | CUBE | Mixed | +2,167 | $62.7K | 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.