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Insider profile

Robert Edward Moritz Jr. Insider Trading

This page tracks every SEC Form 4 filing since April 2023 by Robert Edward Moritz Jr.: 23 transactions in total, including 9 open-market purchases and 0 sales. Each record is parsed directly from the original filing, with amendments reconciled so a corrected filing never double-counts.

Role
Director
CIK
0002033834
Companies traded
3
Total filings
23
First filing
2024-08-15
Last filing
2026-07-29

Files as Moritz Robert Edward Jr. · SEC EDGAR ↗

Activity summary

The most recent open-market decision was a purchase of 255 shares ($46K) on July 29, 2026.

Three year balance

Buy and sell value by quarter, Q3 24 to Q3 26. Robert Edward Moritz Jr. has been a net buyer across the period shown.

PurchasesSales
Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26$569KQ2 26Q3 26

Bars below the rule are sales, above are purchases. Largest quarter on the chart is $569K.

Insider insight

Robert Edward Moritz Jr. trades most actively in NTRS, accounting for 7 of the 23 filings on record. The largest single open-market purchase on record is $500K in NTRS, filed Nov 2025.

Track record

$1.7M
Total purchased
$0
Total sold
9
9 buys · 0 sales
Net buyer
Overall direction

Most active in

NTRS7 buysSPGI1 buyWMT1 buy
Largest trade: $500K in NTRS (Nov 2025) in last 23Filing history: Aug 2024 — Jul 2026Under a 10b5-1 plan: 0%Full history: 23 filings

Transaction History

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValueReturn
Jul 29, 2026Robert Edward Moritz Jr.NTRS
Purchase
255$179.57$46K+2.6% 1m
Jun 30, 2026Robert Edward Moritz Jr.WMT
Award
276$113.26$31K-1.2% 1m
Jun 4, 2026Robert Edward Moritz Jr.WMT
Award
1,935——-11.5% 3m
May 1, 2026Robert Edward Moritz Jr.NTRS
Purchase
225$166.41$37K+13.1% 3m
Apr 30, 2026Robert Edward Moritz Jr.SPGI
Purchase
1,151.996$434.03$500K-2.9% 3m

18 more transactions hidden

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Companies traded

By number of filings.

NTRS7 filings
SPGI1 filing
WMT1 filing

Filing cadence

Filings per quarter, this window.

2.6filings / quarter, Q3 24–Q3 26

Busiest: Q2 26 (5 filings)

Quietest: Q3 26 (1 filing)

Reading an insider's Form 4 history

Corporate insiders — directors, officers, and holders of more than 10% of a company's stock — must report their trades to the SEC on Form 4 within two business days. Looking at one insider's filings over time shows whether they tend to buy on the open market (a discretionary use of their own money, generally the strongest signal), sell, or simply receive and exercise equity awards as compensation.

The track record above measures how this insider's past open-market purchases performed in the months after each filing. Trades made under a pre-scheduled Rule 10b5-1 plan are flagged because they carry no timing signal. To pull any insider's full history programmatically, see the insider trading API or our guide to reading Form 4 filings.

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Form4API, StockholmNot affiliated with the SEC or EDGAR. Data sourced from public EDGAR filings. Not investment advice.

Scorecard

88%
Buys positive after 3m
+13.0%
Avg return at 3m
+10.8%
Median return at 3m
8
Scored buys
Best buy: NTRS+41.7% 3m (Apr 2025)Worst buy: SPGI-2.9% 3m (May 2026)

Absolute post-filing return, not market-adjusted · min. 5 matured open-market buys

See top insiders by track record →

Related insiders

Other insiders filing on NTRS.

Thomas A SouthExecutive Vice PresidentMichael O'GradyChairman and CEODavid Byron Smith JrDirector