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US INSIDER PROFILE · NON-SCORING RESEARCH

Moritz Robert Edward Jr.

Director

Identity: SEC reporting-owner CIK · Reporting-owner CIK: 0002033834

Purchase history

Companies traded
3
Purchases · 12M
6
Purchases · 24M
9
Average purchase
$188.6K
Median purchase
$37.4K
Gross purchase value
$1.7M

Companies: NORTHERN TRUST CORP | S&P Global Inc. | Walmart Inc.

9 SEC accession(s) · 0 joint-owner event(s). Values are reported Form 4 transaction values in USD.

Qualifying purchase disclosures

PublishedCompanyTickerRoleReported valueSEC source
2026-07-30NORTHERN TRUST CORPNTRSDirector$45.8KOpen filing
2026-05-04NORTHERN TRUST CORPNTRSDirector$37.4KOpen filing
2026-05-04S&P Global Inc.SPGIDirector$500.0KOpen filing
2026-02-03NORTHERN TRUST CORPNTRSDirector$37.2KOpen filing
2025-11-05NORTHERN TRUST CORPNTRSDirector$500.3KOpen filing
2025-10-28NORTHERN TRUST CORPNTRSDirector$34.2KOpen filing
2025-08-18NORTHERN TRUST CORPNTRSDirector$32.3KOpen filing
2025-04-24NORTHERN TRUST CORPNTRSDirector$10.3KOpen filing
2024-11-29Walmart Inc.WMTDirector$500.0KOpen filing

Post-purchase outcomes

Excess return = stock return − S&P 500 ETF (SPY adjusted close) return. Returns start on the first shared trading session on or after publication.

PeriodCompleted eventsPrice coverageHit rateMedian excess returnAverage excess returnWorst excess return
5D1Small Sample11.1% (1/9)0.0% (0/1)-3.8%-3.8%-3.8%
20D1Small Sample11.1% (1/9)0.0% (0/1)-7.3%-7.3%-7.3%
60D1Small Sample12.5% (1/8)0.0% (0/1)-0.1%-0.1%-0.1%
120D0No Data0.0% (0/6)————

Research patterns

First purchase in 12M
1/7
Large purchase ≥ $100k
3/9
Cluster buying · 15D
1/9
Buying the dip
1/1

Routine / opportunistic: Not classifiable. These labels never affect the score or ranking.

Small samples remain visible but are not scored. This research enrichment never affects US-v1.1.