EF

EDELMAN FINANCIAL GROUP INC.CIK 1071341 ☆ Sign in to watch Congress trades

Open-mkt buys · 90d

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0 trades · 0 insiders

Open-mkt sales · 90d

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0 trades · 0 insiders

Net · 90d

Insiders on file

AI insights for EF PRO

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AI insights for EF

Insider sentiment score with a plain-English explanation, conviction score on every buy, and how the stock performed 30 and 90 days after past insider buys.

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Daily buy vs sell · 90 days

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Insiders

Insider	Role	Trades	Bought	Sold	Last trade
SANDERS DON A	10% Owner	15	$0	$0	2012-09-20
Bottazzi Joseph E	Chief Communications Officer	5	$0	$0	2012-09-20
Moore Edward P	Executive Vice President	6	$0	$0	2012-09-20
Edelman Fredric M	President	9	$0	$0	2012-09-20
Unger John Thomas	Sr. VP and General Counsel	11	$0	$0	2012-09-20
Cantor Diana F	Director	1	$0	$0	2012-09-20
McClelland Scott	Director	2	$0	$0	2012-09-20
Duncan Charles William III	Director	3	$0	$0	2012-09-20
BEAN RICHARD E	Director	2	$0	$0	2012-09-20
MORRIS BENJAMIN T	Vice Chairman	3	$0	$0	2012-09-20
MCMAKEN BRUCE R	Executive Vice President	9	$0	$0	2012-09-20
BALL GEORGE L	Chief Executive Officer	11	$0	$0	2012-09-20
NIEMI ALBERT W JR	Director	2	$0	$0	2012-09-20
BERRY RICK	Chief Financial Officer	9	$0	$490.2K	2012-09-20

Trade history

Insider	Role	Code	Trade	Filed	Shares	Price	Value	Owned after
BERRY RICK	Chief Financial Officer	D To issuer deriv	2012-09-20	2012-09-20	15,186	—	$0	0	SEC↗
BERRY RICK	Chief Financial Officer	D To issuer deriv	2012-09-20	2012-09-20	24,351	—	$0	0	SEC↗
Moore Edward P	Executive Vice President	D To issuer deriv	2012-09-20	2012-09-20	13,528	—	$0	0	SEC↗
Moore Edward P	Executive Vice President	D To issuer deriv	2012-09-20	2012-09-20	7,737	—	$0	0	SEC↗
Bottazzi Joseph	Chief Communications Officer	D To issuer deriv	2012-09-20	2012-09-20	6,493	—	$0	0	SEC↗
SANDERS DON A	10% Owner	D To issuer deriv	2012-09-20	2012-09-20	51,732	—	$0	0	SEC↗
SANDERS DON A	10% Owner	D To issuer deriv	2012-09-20	2012-09-20	33,022	—	$0	0	SEC↗
Unger John Thomas	Sr. VP and General Counsel	D To issuer deriv	2012-09-20	2012-09-20	10,000	—	$0	0	SEC↗
Unger John Thomas	Sr. VP and General Counsel	D To issuer deriv	2012-09-20	2012-09-20	13,969	—	$0	0	SEC↗
Unger John Thomas	Sr. VP and General Counsel	D To issuer deriv	2012-09-20	2012-09-20	17,965	—	$0	0	SEC↗
MCMAKEN BRUCE R	Executive Vice President	D To issuer deriv	2012-09-20	2012-09-20	15,186	—	$0	0	SEC↗
MCMAKEN BRUCE R	Executive Vice President	D To issuer deriv	2012-09-20	2012-09-20	26,082	—	$0	0	SEC↗
Edelman Fredric M	President	D To issuer deriv	2012-09-20	2012-09-20	69,842	—	$0	0	SEC↗
Edelman Fredric M	President	D To issuer deriv	2012-09-20	2012-09-20	91,236	—	$0	0	SEC↗
BALL GEORGE L	Chief Executive Officer	D To issuer deriv	2012-09-20	2012-09-20	33,022	—	$0	51,731	SEC↗
BALL GEORGE L	Chief Executive Officer	D To issuer deriv	2012-09-20	2012-09-20	51,723	—	$0	68,975	SEC↗
NIEMI ALBERT W JR	Director	D To issuer deriv	2012-09-20	2012-09-20	10,000	—	$0	0	SEC↗
BEAN RICHARD E	Director	D To issuer deriv	2012-09-20	2012-09-20	10,000	—	$0	0	SEC↗
Duncan Charles William III	Director	D To issuer deriv	2012-09-20	2012-09-20	5,000	—	$0	0	SEC↗
McClelland Scott	Director	D To issuer deriv	2012-09-20	2012-09-20	5,000	—	$0	0	SEC↗
BERRY RICK	Chief Financial Officer	J Other	2012-09-20	2012-09-20	12,500	$8.85	$110.6K	0	SEC↗
Moore Edward P	Executive Vice President	J Other	2012-09-20	2012-09-20	99,743	$8.85	$882.7K	0	SEC↗
Bottazzi Joseph	Chief Communications Officer	J Other	2012-09-20	2012-09-20	2,165	$8.85	$19.2K	0	SEC↗
SANDERS DON A	10% Owner	J Other	2012-09-20	2012-09-20	52,164	$8.85	$461.7K	0	SEC↗
SANDERS DON A	10% Owner	J Other	2012-09-20	2012-09-20	1,036,301	$8.85	$9.17M	951,549	SEC↗
SANDERS DON A	10% Owner	J Other	2012-09-20	2012-09-20	951,549	$8.85	$8.42M	0	SEC↗
Unger John Thomas	Sr. VP and General Counsel	J Other	2012-09-20	2012-09-20	44,787	$8.85	$396.4K	0	SEC↗
MCMAKEN BRUCE R	Executive Vice President	J Other	2012-09-20	2012-09-20	95,804	$8.85	$847.9K	0	SEC↗
MCMAKEN BRUCE R	Executive Vice President	J Other	2012-09-20	2012-09-20	76,459	$8.85	$676.7K	95,804	SEC↗
Edelman Fredric M	President	J Other	2012-09-20	2012-09-20	266,050	$8.85	$2.35M	0	SEC↗
Edelman Fredric M	President	J Other	2012-09-20	2012-09-20	3,149,287	$8.85	$27.87M	0	SEC↗
BALL GEORGE L	Chief Executive Officer	J Other	2012-09-20	2012-09-20	6,000	$8.85	$53.1K	0	SEC↗
BALL GEORGE L	Chief Executive Officer	J Other	2012-09-20	2012-09-20	25,551	$8.85	$226.1K	0	SEC↗
BALL GEORGE L	Chief Executive Officer	J Other	2012-09-20	2012-09-20	518,688	$8.85	$4.59M	0	SEC↗
BALL GEORGE L	Chief Executive Officer	J Other	2012-09-20	2012-09-20	585,842	$8.85	$5.18M	518,688	SEC↗
NIEMI ALBERT W JR	Director	J Other	2012-09-20	2012-09-20	36,824	$8.85	$325.9K	0	SEC↗
BEAN RICHARD E	Director	J Other	2012-09-20	2012-09-20	97,728	$8.85	$864.9K	0	SEC↗
Cantor Diana F	Director	J Other	2012-09-20	2012-09-20	6,690	$8.85	$59.2K	0	SEC↗
Duncan Charles William III	Director	J Other	2012-09-20	2012-09-20	44,230	$8.85	$391.4K	0	SEC↗
Duncan Charles William III	Director	J Other	2012-09-20	2012-09-20	10,000	$8.85	$88.5K	0	SEC↗
McClelland Scott	Director	J Other	2012-09-20	2012-09-20	40,448	$8.85	$358.0K	0	SEC↗
MORRIS BENJAMIN T	Vice Chairman	J Other	2012-09-20	2012-09-20	438,819	$8.85	$3.88M	877,638	SEC↗
MORRIS BENJAMIN T	Vice Chairman	J Other	2012-09-20	2012-09-20	438,819	$8.85	$3.88M	0	SEC↗
BERRY RICK	Chief Financial Officer	S Sale	2012-05-14	2012-05-15	55,892	$8.77	$490.2K	12,500	SEC↗
BALL GEORGE L	Chief Executive Officer	M Exercise deriv	2012-03-15	2012-03-21	17,244	—	$0	51,731	SEC↗
BALL GEORGE L	Chief Executive Officer	A Award deriv	2012-03-15	2012-03-21	68,975	—	$0	68,975	SEC↗
Edelman Fredric M	President	A Award deriv	2012-03-15	2012-03-21	121,645	—	$0	121,645	SEC↗
Edelman Fredric M	President	M Exercise deriv	2012-03-15	2012-03-21	30,412	—	$0	91,233	SEC↗
MCMAKEN BRUCE R	Executive Vice President	A Award deriv	2012-03-15	2012-03-21	34,776	—	$0	34,776	SEC↗
MCMAKEN BRUCE R	Executive Vice President	M Exercise deriv	2012-03-15	2012-03-21	8,694	—	$0	26,082	SEC↗
Unger John Thomas	Sr. VP and General Counsel	M Exercise deriv	2012-03-15	2012-03-21	5,989	—	$0	17,965	SEC↗
Unger John Thomas	Sr. VP and General Counsel	A Award deriv	2012-03-15	2012-03-21	23,954	—	$0	23,954	SEC↗
SANDERS DON A	10% Owner	M Exercise deriv	2012-03-15	2012-03-21	17,244	—	$0	51,731	SEC↗
SANDERS DON A	10% Owner	A Award deriv	2012-03-15	2012-03-21	68,975	—	$0	68,975	SEC↗
SANDERS DON A	10% Owner	M Exercise deriv	2012-03-15	2012-03-21	17,244	—	$0	51,731	SEC↗
SANDERS DON A	10% Owner	A Award deriv	2012-03-15	2012-03-21	68,975	—	$0	68,975	SEC↗
Bottazzi Joseph E	Chief Communications Officer	A Award deriv	2012-03-15	2012-03-21	8,658	—	$0	8,658	SEC↗
Bottazzi Joseph E	Chief Communications Officer	M Exercise deriv	2012-03-15	2012-03-21	2,165	—	$0	6,493	SEC↗
Moore Edward P	Executive Vice President	A Award deriv	2012-03-15	2012-03-21	18,038	—	$0	18,038	SEC↗
Moore Edward P	Executive Vice President	M Exercise deriv	2012-03-15	2012-03-21	4,510	—	$0	13,528	SEC↗
BERRY RICK	Chief Financial Officer	A Award deriv	2012-03-15	2012-03-21	32,468	—	$0	32,468	SEC↗
BERRY RICK	Chief Financial Officer	M Exercise deriv	2012-03-15	2012-03-21	8,117	—	$0	24,351	SEC↗
BALL GEORGE L	Chief Executive Officer	M Exercise	2012-03-15	2012-03-21	17,244	$6.93	$119.5K	1,118,598	SEC↗
Edelman Fredric M	President	M Exercise	2012-03-15	2012-03-21	30,412	$6.93	$210.8K	3,218,622	SEC↗
MCMAKEN BRUCE R	Executive Vice President	M Exercise	2012-03-15	2012-03-21	8,694	$6.93	$60.2K	169,454	SEC↗
Unger John Thomas	Sr. VP and General Counsel	M Exercise	2012-03-15	2012-03-21	5,989	$6.93	$41.5K	46,551	SEC↗
Unger John Thomas	Sr. VP and General Counsel	F Tax w/h	2012-03-15	2012-03-21	1,764	$6.93	$12.2K	44,787	SEC↗
SANDERS DON A	10% Owner	M Exercise	2012-03-15	2012-03-21	17,244	$6.93	$119.5K	1,987,849	SEC↗
SANDERS DON A	10% Owner	M Exercise	2012-03-15	2012-03-21	17,244	$6.93	$119.5K	1,987,849	SEC↗
Bottazzi Joseph E	Chief Communications Officer	M Exercise	2012-03-15	2012-03-21	2,165	$6.93	$15.0K	2,165	SEC↗
Moore Edward P	Executive Vice President	M Exercise	2012-03-15	2012-03-21	4,510	$6.93	$31.3K	99,743	SEC↗
BERRY RICK	Chief Financial Officer	M Exercise	2012-03-15	2012-03-21	8,117	$6.93	$56.3K	68,392	SEC↗
Unger John Thomas	Sr. VP and General Counsel	M Exercise deriv	2012-03-07	2012-03-12	6,983	$6.22	$43.4K	13,969	SEC↗
MCMAKEN BRUCE R	Executive Vice President	M Exercise deriv	2012-03-07	2012-03-12	7,593	$6.22	$47.2K	15,186	SEC↗
BERRY RICK	Chief Financial Officer	M Exercise deriv	2012-03-07	2012-03-12	7,593	$6.22	$47.2K	15,186	SEC↗
Edelman Fredric M	President	M Exercise deriv	2012-03-07	2012-03-12	34,922	$6.22	$217.2K	69,841	SEC↗
BALL GEORGE L	Chief Executive Officer	M Exercise deriv	2012-03-07	2012-03-12	16,512	$6.22	$102.7K	32,839	SEC↗
SANDERS DON A	10% Owner	M Exercise deriv	2012-03-07	2012-03-12	16,512	$6.22	$102.7K	33,023	SEC↗
SANDERS DON A	10% Owner	M Exercise deriv	2012-03-07	2012-03-21	16,512	$6.22	$102.7K	33,023	SEC↗
Unger John Thomas	Sr. VP and General Counsel	A Award	2012-03-07	2012-03-12	6,984	$6.22	$43.4K	40,562	SEC↗
Unger John Thomas	Sr. VP and General Counsel	F Tax w/h	2012-03-07	2012-03-12	2,351	$6.22	$14.6K	38,211	SEC↗
MCMAKEN BRUCE R	Executive Vice President	M Exercise	2012-03-07	2012-03-12	7,593	$6.22	$47.2K	160,760	SEC↗
BERRY RICK	Chief Financial Officer	M Exercise	2012-03-07	2012-03-12	7,593	$6.22	$47.2K	60,275	SEC↗
Edelman Fredric M	President	M Exercise	2012-03-07	2012-03-12	34,922	$6.22	$217.2K	3,188,210	SEC↗
BALL GEORGE L	Chief Executive Officer	M Exercise	2012-03-07	2012-03-12	16,512	$6.22	$102.7K	1,101,354	SEC↗
SANDERS DON A	10% Owner	M Exercise	2012-03-07	2012-03-12	16,512	$6.22	$102.7K	1,970,605	SEC↗
SANDERS DON A	10% Owner	M Exercise	2012-03-07	2012-03-21	16,512	$6.22	$102.7K	1,970,605	SEC↗
MORRIS BENJAMIN T	Vice Chairman	G Gift	2012-03-01	2012-03-07	12,000	—	$0	913,638	SEC↗