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Julie Whalen Insider Profile

4 Followers
Julie Whalen, EVP CHIEF FINANCIAL OFFICER at Williams-Sonoma, holds 10.76K shares in Expedia (Ticker: EXPE), holds 97.35K shares in Williams-Sonoma (Ticker: WSM).
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Julie Whalen

Julie Whalen
Williams-Sonoma (WSM)
EVP CHIEF FINANCIAL OFFICER

Ranked #73,260 out of 98,501 Corporate Insiders

Profitable Transactions

50%
2 out of 4 Profitable Transactions

Average Return

-17.60%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$29M
95.17%
4.83%
A breakdown of Julie Whalen's holdings

Insider Roles

Williams-Sonoma
(WSM)
EVP CHIEF FINANCIAL OFFICER
Expedia
(EXPE)
CFO, Director
Roles that Julie Whalen holds in companies

Most Profitable Insider Trade

Stock:
Williams-Sonoma
(WSM)
Rating:Informative Sell
Date:Mar 25, 2015 - Mar 25, 2016
Return:+30.40%
The most profitable trade made by Julie Whalen

Julie Whalen's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Williams-Sonoma
Aug 02, 2022
EVP CHIEF FINANCIAL OFFICER
Uninformative Sell
703.30K
$27.21M
Expedia
Feb 20, 2024
CFO, Director
Uninformative Buy
87.90K
$1.38M
List of latest transactions for each holding click on a transaction to see Julie Whalen's performance on stock

Julie Whalen insider profile FAQ

What is the percentage of profitable transactions made by Julie Whalen?
The percentage of profitable transactions made by Julie Whalen is 50%.
    What is the average return per transaction made by Julie Whalen?
    The average return per transaction made by Julie Whalen is -17.60%.
      What stocks does Julie Whalen hold?
      Julie Whalen holds: WSM, EXPE stocks.
        What was Julie Whalen’s latest transaction?
        Julie Whalen latest transaction was an Uninformative Buy of $87.90K.
          What was Julie Whalen's most profitable transaction?
          Julie Whalen’s most profitable transaction was an Informative Sell of WSM stock on March 25, 2015. The return on the trade was 30.40%.
            What is Julie Whalen's role in Williams-Sonoma?
            Julie Whalen's role in Williams-Sonoma is EVP CHIEF FINANCIAL OFFICER.
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