Gerald Valle
Insider
First SEC filing: July 2, 2019 · Latest: July 2, 2019
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net: $0
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 7, 2024 | SMA | A | 6,181 | · | · | 32,772 Direct | +23.24% | Acquired | (price as of 2026-10-02) |
| March 7, 2024 | SMA | A | 6,090 | · | · | 25,661 Direct | +31.12% | Acquired | (price as of 2026-10-02) |
| June 28, 2023 | SMA | F | 608 | $14.30 | $8,694 | 6,427 Direct | -8.64% | Disposed | 127.3% (price as of 2026-10-02) |
| March 2, 2023 | SMA | A | 4,125 | · | · | 19,571 Direct | +26.71% | Acquired | (price as of 2026-10-02) |
| Feb. 21, 2023 | SMA | A | 5,794 | · | · | 26,591 Direct | +27.86% | Acquired | (price as of 2026-10-02) |
| Feb. 21, 2023 | SMA | A | 5,707 | · | · | 19,571 Direct | +41.16% | Acquired | (price as of 2026-10-02) |
| Feb. 2, 2022 | SMA | A | 6,544 | · | · | 20,797 Direct | +45.91% | Acquired | (price as of 2026-10-02) |
| Feb. 2, 2022 | SMA | A | 4,363 | · | · | 13,864 Direct | +45.92% | Acquired | (price as of 2026-10-02) |
| April 19, 2021 | SMA | A | 8,064 | · | · | 14,253 Direct | +130.30% | Acquired | (price as of 2026-10-02) |
| April 19, 2021 | SMA | A | 5,376 | · | · | 9,502 Direct | +130.30% | Acquired | (price as of 2026-10-02) |
| April 22, 2020 | SMA | A | 6,188 | · | · | 6,188 Direct | · | Acquired | (price as of 2026-10-02) |
| April 22, 2020 | SMA | A | 4,125 | · | · | 4,125 Direct | · | Acquired | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 7, 2024 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 6,181 | Acquired |
| March 7, 2024 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 6,090 | Acquired |
| March 2, 2023 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 4,125 | Acquired |
| Feb. 21, 2023 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 5,794 | Acquired |
| Feb. 21, 2023 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 5,707 | Acquired |
| Feb. 2, 2022 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 6,544 | Acquired |
| Feb. 2, 2022 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 4,363 | Acquired |
| April 19, 2021 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 8,064 | Acquired |
| April 19, 2021 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 5,376 | Acquired |
| April 22, 2020 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 6,188 | Acquired |
| April 22, 2020 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 4,125 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 2, 2019 | SMA | Class A Common Stock | 7,035 | Direct |