tiprankstipranks

Joseph Grundfest Insider Profile

4 Followers
Joseph Grundfest, Director at Financial Engines, holds 78.70K shares in KKR & Co (Ticker: KKR), holds 0.00 shares in Financial Engines (Ticker: FNGN), holds 5.00K shares in Oracle (Ticker: ORCL).
tipranks
Joseph Grundfest

Joseph Grundfest
Financial Engines (FNGN)
Director

Ranked #49,648 out of 78,624 Corporate Insiders

Profitable Transactions

61%
11 out of 18 Profitable Transactions

Average Return

-3.70%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$3M
91.34%
8.66%
A breakdown of Joseph Grundfest's holdings

Insider Roles

KKR & Co
(KKR)
Director
Oracle
(ORCL)
Director
Roles that Joseph Grundfest holds in companies

Most Profitable Insider Trade

Stock:
Financial Engines
(FNGN)
Rating:Informative Sell
Date:Mar 11, 2015 - Mar 11, 2016
Return:+36.10%
The most profitable trade made by Joseph Grundfest

Joseph Grundfest's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
FNGN
Financial Engines
Jul 23, 2018
Uninformative Sell
6.16M
$0.00
KKR & Co
Nov 01, 2019
Director
Uninformative Buy
$3.05M
Oracle
Director
$288.80K
List of latest transactions for each holding click on a transaction to see Joseph Grundfest's performance on stock

Joseph Grundfest insider profile FAQ

What is the percentage of profitable transactions made by Joseph Grundfest?
The percentage of profitable transactions made by Joseph Grundfest is 61%.
    What is the average return per transaction made by Joseph Grundfest?
    The average return per transaction made by Joseph Grundfest is -3.70%.
      What stocks does Joseph Grundfest hold?
      Joseph Grundfest holds: FNGN, KKR, ORCL stocks.
        What was Joseph Grundfest’s latest transaction?
        Joseph Grundfest latest transaction was an Uninformative Buy of ―.
          What was Joseph Grundfest's most profitable transaction?
          Joseph Grundfest’s most profitable transaction was an Informative Sell of FNGN stock on March 11, 2015. The return on the trade was 36.10%.
            What is Joseph Grundfest's role in Financial Engines?
            Joseph Grundfest's role in Financial Engines is Director.
              How can I follow the stock ratings of top corporate insiders?
              Head over to our Expert Center to see a list of the Top 100 corporate insiders and follow the corporate insiders of your choice. Visit their profiles for more details about their stock transactions and see how they perform on a stock-by-stock basis.