Lisa M Pate insider trades: US Xpress Enterprises (USX) stock sales
Trades on the price chart
Daily close, with an arrow on each day they bought or sold
Companies
Where Lisa reports to the SEC
Open-market buys and sales
14 trades reported on SEC Form 4, newest first
| Date | Stock | Type | Shares | Price | Value | Holding | Reported |
|---|---|---|---|---|---|---|---|
| Mar 22, 2023 | USX | ↓ Sell | 300,000 | $5.96 | $1.8M | Trustee | Mar 24, 2023 (2d) |
| Nov 22, 2021 | USX | ↓ Sell | 25,000 | $9.60 | $240K | Direct | Mar 24, 2023 (487d) |
| Nov 22, 2021 | USX | ↓ Sell | 20,000 | $9.00 | $180K | Trustee | Nov 24, 2021 (2d) |
| Jun 2, 2021 | USX | ↓ Sell | 10,000 | $12.00 | $120K | Trustee | Jun 4, 2021 (2d) |
| Mar 31, 2021 | USX | ↓ Sell | 30,000 | $12.07 | $362K | Trustee | Mar 31, 2021 (0d) |
| Mar 2, 2021 | USX | ↓ Sell | 50,000 | $10.01 | $501K | Trustee | Mar 3, 2021 (1d) |
| Aug 24, 2020 | USX | ↓ Sell10b5-1 | 4,989 | $11.02 | $55K | Trustee | Aug 26, 2020 (2d) |
| Aug 20, 2020 | USX | ↓ Sell10b5-1 | 3,561 | $11.01 | $39K | Trustee | Aug 21, 2020 (1d) |
| Aug 17, 2020 | USX | ↓ Sell10b5-1 | 11,450 | $11.14 | $128K | Trustee | Aug 18, 2020 (1d) |
| Jul 30, 2020 | USX | ↓ Sell10b5-1 | 20,000 | $10.00 | $200K | Trustee | Aug 3, 2020 (4d) |
| Jul 21, 2020 | USX | ↓ Sell10b5-1 | 20,000 | $7.04 | $141K | Trustee | Jul 23, 2020 (2d) |
| Jul 8, 2020 | USX | ↓ Sell | 100,000 | $6.11 | $611K | Trustee | Jul 10, 2020 (2d) |
| Jun 18, 2018 | USX | ↓ Sell | 1,250,000 | $16.00 | $20.0M | Managing General Partner | Jun 20, 2018 (2d) |
| Jun 18, 2018 | USX | ↓ Sell | 790,602 | $15.00 | $11.9M | Trustee | Jun 20, 2018 (2d) |
Each row is one filing's trades in one stock, summed. Shares and prices are as filed, before any later stock split.
About Lisa M Pate's insider trades
Lisa M Pate is an insider at US Xpress Enterprises (USX). Since Jun 18, 2018, Lisa has reported no open-market purchases and 14 sales worth $36.2M on SEC Form 4. There have been no open-market trades in the last 12 months.
5 sales (2% of the value sold) were made under a Rule 10b5-1 trading plan, which is set up months in advance and runs on a schedule, so they say little about how the insider sees the stock today.
Their filings also include grants and awards (4 filings), option exercises (3 filings), shares returned to the company (1 filing), shares withheld for taxes (1 filing). These aren't open-market trades and aren't counted above.
How to read insider trades
Officers, directors and owners of more than 10% of a company must report trades in its stock on SEC Form 4, usually within two business days. Purchases with their own money are the stronger signal: insiders sell for many reasons (taxes, diversification, a house), but buy for one. See every USX insider trade, the latest insider trades across the market, or cluster buys, when several insiders buy the same stock within days.