Vertiv Holdings Co [VRT]
📈 Bullish Insider Activity Detected
Director Haussler Jakki L. purchased 1,350 shares of VRT at a price of $12.97, totaling a value of $17,509.50. Given the substantial positive price returns over various periods, this purchase likely signals a bullish outlook on the stock.
👤 Insider Profile Summary: Haussler Jakki L.
Company: Vertiv Holdings Co (VRT)
Role: Director
💹 Trading Performance
Haussler Jakki L. has shown a strong track record with her recent trading activities for Vertiv Holdings Co. Her strategic buying position has resulted in significant gains, with the current price far exceeding her purchase price. Her decision to buy shares has led to substantial long-term returns.
📊 Past Performance Metrics
- Number of Profitable Trades: 1
- Win Rate: 100%
- Behavior Trend: Buy
📈 Recent Trade Analysis
- 30-Day Return: -3.02%
- 60-Day Return: 12.42%
- 90-Day Return: 25.11%
👥 Cluster Activity and Executive Trading
There is no significant cluster trading activity observed. Additionally, there have been no recent trades by the CEO or CFO.
📊 Historical Performance Summary
- 1 Day After Purchase: 9.44%
- 3 Days After Purchase: 9.44%
- 7 Days After Purchase: 6.4%
- 14 Days After Purchase: 8.55%
- 30 Days After Purchase: -3.02%
- 60 Days After Purchase: 12.42%
- 90 Days After Purchase: 25.11%
- 180 Days After Purchase: 58.95%
- 1 Year After Purchase: 89.09%
📈 Average Return and Holding Time
Average Return: 24.71%
Average Holding Time: 90 days
💡 Profitability and Trade Size Comparison
Consistent Profitability: Yes, the trades were generally profitable.
Trade Size Comparison: The current trade size is comparable to past trades.
🔎 Conclusion
The insider's past trades have been consistently profitable, showing a strong average return across multiple holding periods. The current trade is similar in size to previous transactions, suggesting continued confidence in the stock. This may indicate a positive outlook for the stock's future performance.
🔎 Conviction Score: Medium
The insider purchase by a Director, Haussler Jakki L., shows a medium conviction level due to the small size of the purchase and direct ownership. The purchase was made on the open market, indicating a personal financial commitment, but the absence of cluster activity limits the overall conviction strength.
📋 Factors Considered
- Role: Director, which generally carries less weight than a CEO/CFO purchase.
- Purchase Type: Open market, demonstrating cash out-of-pocket commitment.
- Size of Purchase: 1,350 shares, relatively small, limiting its impact.
- Ownership Type: Direct, suggesting personal investment interest.
- Cluster Activity: No, reducing the signal strength of the purchase.
The combination of factors, particularly the direct ownership and open market purchase, supports a medium conviction score, though the lack of cluster activity and small size of the purchase limit its strength.
📈 AI Conviction Analysis: Bullish
Haussler Jakki L.'s recent purchase of 1,350 shares of VRT at $12.97 suggests a bullish outlook, especially given the stock's substantial 365-day return of 89.09%. Historically, Haussler's trades have shown a strong win rate, aligning with the current positive momentum in VRT's price movement, which is near its all-time high of $135.71. Although the trade size is not an outlier, its timing amidst significant upward price movement indicates confidence in continued growth. This trade is likely to precede a material move, supported by the consistent positive returns over 60 and 90 days.
📝 Actionable Note
Director Haussler Jakki L.'s purchase of 1,350 shares of VRT at $12.97 on 2025-09-08 is a bullish signal that typically precedes momentum, making it worth watching for both short-term and mid-term entries.