Sergel, Richard — Insider Profile

Insider Profile

Sergel, Richard

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$EMA

Companies Filed At

Open-Market Buys (2yr)

—

Buy Value (2yr, open-market)

Jun 30, 2023

Most Recent Trade

Credibility
Score

38%

Hit Rate

-1.1%

Avg 90d Return

-1.6%

Median 90d Return

Evaluated Trades

+8.7%

Best Trade

-10.7%

Worst Trade

Hit rate and returns are based on 16 open-market buys with evaluable 90-day outcomes. Score reflects historical conviction, not a guarantee of future performance. Limited signal — either below-average timing or insufficient trade history.

Date	Company	Role	Nature	Dir.	Shares	Price	Value	Score
Jun 30, 2023	$EMA Emera	—	Plan / DRIP	Buy	393	$58.67	$23K	86
Jun 30, 2023	$EMA Emera	—	Comp. Grant	Buy	457	$51.75	$24K	86
Mar 31, 2023	$EMA Emera	—	Plan / DRIP	Buy	410	$54.30	$22K	86
Mar 31, 2023	$EMA Emera	—	Comp. Grant	Buy	762	$51.75	$39K	86
Dec 31, 2022	$EMA Emera	—	Plan / DRIP	Buy	427	$50.46	$22K	86
Dec 31, 2022	$EMA Emera	—	Comp. Grant	Buy	638	$63.22	$40K	86
Sep 30, 2022	$EMA Emera	—	Plan / DRIP	Buy	325	$61.63	$20K	86
Sep 30, 2022	$EMA Emera	—	Plan / DRIP	Buy	638	$63.22	$40K	86
Dec 31, 2021	$EMA Emera	—	Comp. Grant	Buy	745	—	—	86
Dec 31, 2021	$EMA Emera	—	Plan / DRIP	Buy	308	—	—	86
Dec 31, 2020	$EMA Emera	—	Comp. Grant	Buy	642	—	—	86
Dec 31, 2020	$EMA Emera	—	Plan / DRIP	Buy	267	—	—	86
Sep 30, 2020	$EMA Emera	—	Plan / DRIP	Buy	257	$53.35	$14K	86
Sep 30, 2020	$EMA Emera	—	Comp. Grant	Buy	642	$55.79	$36K	86
Mar 31, 2020	$EMA Emera	—	Comp. Grant	Buy	640	$55.79	$36K	86
Mar 31, 2020	$EMA Emera	—	Plan / DRIP	Buy	214	$59.33	$13K	86

Muted rows are plan purchases, compensation grants, or DRIP — not open-market. Confluence Scores reflect the company's current score, not the score at time of trade.