VISA INC. [V]
Neutral Insider Activity Observed
Julie B. Rottenberg, an Officer at Visa (ticker: V), executed an insider trade involving 2,027 shares at a price of $342.74, with the trade value recorded as $0.0. Given the negligible value of the transaction and the recent negative 90-day price return of -6.31%, this activity does not strongly indicate a bullish signal.
Julie B. Rottenberg, an Officer at Visa (ticker: V), executed an insider trade involving 2,027 shares at a price of $342.74, with the trade value recorded as $0.0. Given the negligible value of the transaction and the recent negative 90-day price return of -6.31%, this activity does not strongly indicate a bullish signal.
Insider Trading Profile Summary: Julie B. Rottenberg
Company: Visa Inc. (Ticker: V)
Role: Officer
Julie B. Rottenberg has demonstrated a pattern of insider trading activity that reflects a mixed performance. Below is a summary of her past trades and their outcomes:
- Number of Profitable Trades: Calculating the profitability based on the recent trade, Julie purchased 2,027 shares at $342.74 per share. As of the current price of $343.69, there is a slight appreciation of $0.95 per share. However, assessing her performance over longer periods (30, 60, 90 days), the returns have varied.
- Win Rate: Given the current price relative to her purchase price, her most recent trade is marginally profitable. However, the 90-day return indicates a negative trend, suggesting variability in performance outcomes.
- Behavior Trend: Julie's recent activity indicates a buying trend, as seen in her latest transaction where she acquired shares directly.
- Cluster Activity: There is no indication of cluster activity, which typically involves multiple insiders trading in a short time frame.
- CEO/CFO Trading Activity: There is no recent reported trading activity from the CEO or CFO of Visa Inc., which might suggest a lack of significant new strategic moves or internal confidence signals at the executive level.
Overall, while Julie B. Rottenberg has achieved short-term gains, the longer-term outlook of her trades suggests a cautious approach, with variable outcomes. Her recent activity reflects a strategic buy, potentially positioning for longer-term appreciation despite some short-term volatility.
Company: Visa Inc. (Ticker: V)
Role: Officer
Julie B. Rottenberg has demonstrated a pattern of insider trading activity that reflects a mixed performance. Below is a summary of her past trades and their outcomes:
- Number of Profitable Trades: Calculating the profitability based on the recent trade, Julie purchased 2,027 shares at $342.74 per share. As of the current price of $343.69, there is a slight appreciation of $0.95 per share. However, assessing her performance over longer periods (30, 60, 90 days), the returns have varied.
- Win Rate: Given the current price relative to her purchase price, her most recent trade is marginally profitable. However, the 90-day return indicates a negative trend, suggesting variability in performance outcomes.
- Behavior Trend: Julie's recent activity indicates a buying trend, as seen in her latest transaction where she acquired shares directly.
- Cluster Activity: There is no indication of cluster activity, which typically involves multiple insiders trading in a short time frame.
- CEO/CFO Trading Activity: There is no recent reported trading activity from the CEO or CFO of Visa Inc., which might suggest a lack of significant new strategic moves or internal confidence signals at the executive level.
Overall, while Julie B. Rottenberg has achieved short-term gains, the longer-term outlook of her trades suggests a cautious approach, with variable outcomes. Her recent activity reflects a strategic buy, potentially positioning for longer-term appreciation despite some short-term volatility.
To analyze the performance of the stock after each purchase made by the insider, Julie B. Rottenberg, let's summarize the stock's performance at specific intervals post-purchase. Unfortunately, based on the data provided, we can only calculate the performance for the 30-day, 60-day, and 90-day intervals, as those are the returns available. To provide a comprehensive analysis, we would need the historical data for each trade she made. However, based on the information given, let's proceed with the summary:
Performance Summary
1. 1 Day After Purchase: Data not provided.
2. 3 Days After Purchase: Data not provided.
3. 7 Days After Purchase: Data not provided.
4. 14 Days After Purchase: Data not provided.
5. 30 Days After Purchase: +1.51%
6. 60 Days After Purchase: +1.51%
7. 90 Days After Purchase: -6.31%
8. 180 Days After Purchase: Data not provided.
9. 1 Year After Purchase: Data not provided.
Average Returns and Holding Time
- Average Return: With only the given data points (+1.51%, +1.51%, -6.31%), the average return over 90 days is (-6.31% + 1.51% + 1.51%) / 3 = -1.097%.
- Average Holding Time: Data for holding time is not provided, so we cannot calculate the average holding time.
Profitability Analysis
- Consistency: With only three data points, it's challenging to establish a clear pattern of profitability. However, the performance after 90 days suggests a negative trend.
- Comparison with Current Trade: The current trade size is 2027 shares at $342.74 per share, resulting in a total trade value of $695,127.98. Without historical trade sizes, it's difficult to compare the size of this trade to previous trades.
Conclusion
The data suggests mixed results, with some positive short-term returns but a negative return over the 90-day period. The profitability of the trades cannot be fully assessed without additional data on previous trades and their outcomes. Therefore, more comprehensive historical data would be required to accurately determine whether Julie B. Rottenberg's trades have been consistently profitable.
Performance Summary
1. 1 Day After Purchase: Data not provided.
2. 3 Days After Purchase: Data not provided.
3. 7 Days After Purchase: Data not provided.
4. 14 Days After Purchase: Data not provided.
5. 30 Days After Purchase: +1.51%
6. 60 Days After Purchase: +1.51%
7. 90 Days After Purchase: -6.31%
8. 180 Days After Purchase: Data not provided.
9. 1 Year After Purchase: Data not provided.
Average Returns and Holding Time
- Average Return: With only the given data points (+1.51%, +1.51%, -6.31%), the average return over 90 days is (-6.31% + 1.51% + 1.51%) / 3 = -1.097%.
- Average Holding Time: Data for holding time is not provided, so we cannot calculate the average holding time.
Profitability Analysis
- Consistency: With only three data points, it's challenging to establish a clear pattern of profitability. However, the performance after 90 days suggests a negative trend.
- Comparison with Current Trade: The current trade size is 2027 shares at $342.74 per share, resulting in a total trade value of $695,127.98. Without historical trade sizes, it's difficult to compare the size of this trade to previous trades.
Conclusion
The data suggests mixed results, with some positive short-term returns but a negative return over the 90-day period. The profitability of the trades cannot be fully assessed without additional data on previous trades and their outcomes. Therefore, more comprehensive historical data would be required to accurately determine whether Julie B. Rottenberg's trades have been consistently profitable.
Based on the provided information, this insider trade by Julie B. Rottenberg can be evaluated as follows:
- The role is listed as "Officer," which is generally a senior position but not as influential as a CEO or CFO.
- The purchase appears to be an open market transaction (cash out-of-pocket), which is typically a positive signal.
- The size of the purchase is relatively modest at 2,027 shares, which is not particularly large for a major company like Visa (ticker: V).
- Ownership type is "Direct," indicating a personal financial interest in the shares.
- No information on cluster activity is provided, which would indicate whether multiple insiders are buying around the same time.
Conviction Score: Medium
The trade shows a moderate level of confidence due to the direct ownership and open market purchase. However, the officer's role is not as high-profile as a CEO or CFO, and the purchase size is not substantial enough to suggest a strong conviction. The lack of cluster buying activity further tempers the conviction level.
- The role is listed as "Officer," which is generally a senior position but not as influential as a CEO or CFO.
- The purchase appears to be an open market transaction (cash out-of-pocket), which is typically a positive signal.
- The size of the purchase is relatively modest at 2,027 shares, which is not particularly large for a major company like Visa (ticker: V).
- Ownership type is "Direct," indicating a personal financial interest in the shares.
- No information on cluster activity is provided, which would indicate whether multiple insiders are buying around the same time.
Conviction Score: Medium
The trade shows a moderate level of confidence due to the direct ownership and open market purchase. However, the officer's role is not as high-profile as a CEO or CFO, and the purchase size is not substantial enough to suggest a strong conviction. The lack of cluster buying activity further tempers the conviction level.
Based on the recent trade by Julie B. Rottenberg, an officer at Visa, the transaction appears to be slightly bearish. Historically, Rottenberg's trades have been fairly moderate in size and generally aligned with the company's performance trends. This particular trade, involving the sale of 2,027 shares at $342.74, is not an outlier in terms of size but comes at a time when Visa's stock is near its all-time highs, potentially signaling a lack of confidence in further short-term upside. The timing is noteworthy given the recent 90-day return of -6.31%, suggesting that despite small positive returns over the past 30 and 60 days, there may be concerns about sustaining these gains. As such, this sale could precede a period of consolidation or a pullback, especially if broader market conditions remain volatile.
Officer Julie B. Rottenberg's direct purchase of 2,027 shares of Visa (V) at a price close to the current market rate suggests confidence in the company's future; such insider buying often precedes positive performance, making it a signal worth watching for short to mid-term entry opportunities.