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Kelly Stevenson Cliff

CIK 1730106 · Pres., Investment Franchises · last filed 2023-02-27

Kelly Stevenson Cliff is a Pres., Investment Franchises who has filed 28 SEC Form 4 insider transactions across 1 company since 2018. The most recent filing, for VCTR, was dated May 11, 2023. Across all open-market trades the lifetime net is −$414.1K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $41.6M 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.

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Disclosed Exposure

$41.63M

Companies

1

Total Filings

28

Lifetime Open-Market Net

-$414.1K

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
VCTR Pres., Investment Franchises 431,422 $96.49 $41.63M -$414.1K 27 2023-02-27

Recent Filings

28 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2023-05-11 VCTR Notice (144) −35,000 -$1.06M EDGAR
2023-02-27 VCTR Sell (S) −12,500 -$414.1K EDGAR
2023-01-24 VCTR Mixed +10,920 -$316.8K EDGAR
2023-01-04 VCTR Tax (F) −13,237 -$355.1K EDGAR
2022-07-05 VCTR Mixed +74,855 -$1.77M EDGAR
2022-04-04 VCTR Disp (D) −12,973 -$374.5K EDGAR
2022-03-17 VCTR Grant (A) +23,313 $750.0K EDGAR
2022-03-16 VCTR Tax (F) −2,469 -$79.4K EDGAR
2022-01-04 VCTR Tax (F) −14,595 -$533.2K EDGAR
2021-11-23 VCTR Conv (C) +377,387 $0 EDGAR
Showing 1–10 of 28
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Form 4 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.
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.