Holly R Sheffield
CIK 1745369 · President, CSI · last filed 2026-01-12
Holly R Sheffield is a President, CSI who has filed 24 SEC Form 4 insider transactions across 1 company since 2018. The most recent filing, for COO, was dated Jan 12, 2026. Across all open-market trades the lifetime net is +$597.5K, making them a net buyer 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.
$3.03M
1
24
$597.5K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| COO | President, CSI | 44,675 | $67.88 | $3.03M | $597.5K | 24 | 2026-01-12 |
Recent Filings
24 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-01-12 | COO | Mixed | +4,209 | -$319.3K | EDGAR |
| 2025-12-16 | COO | Buy (P) | +1,230 | $99.3K | EDGAR |
| 2025-12-11 | COO | Grant (A) | — | $0 | EDGAR |
| 2025-02-04 | COO | Mixed | +9,288 | -$774.4K | EDGAR |
| 2025-01-10 | COO | Mixed | +2,536 | -$217.2K | EDGAR |
| 2024-12-12 | COO | Grant (A) | — | $0 | EDGAR |
| 2024-02-15 | COO | Tax (F) | −524 | -$195.8K | EDGAR |
| 2024-01-10 | COO | Mixed | +655 | -$123.7K | EDGAR |
| 2023-12-14 | COO | Grant (A) | — | $0 | EDGAR |
| 2023-06-07 | COO | Mixed | +730 | $260.2K | EDGAR |