SERV Insider Trading
Serve Robotics Inc. /DE/ | General Industrial Machinery & Equipment, NEC
Comprehensive Trading Performance Summary
The investment history of corporate insiders at Serve Robotics Inc. /DE/ provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the General Industrial Machinery & Equipment, NEC sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2017-03-01 00:33 | 2017-02-27 | Wegner Mary Kay | Officer - Pres., Franchise Svcs Group | OPT+S | $39.88 | 1,358 | $54,162 | 3,822 | 0.0% |
| 2017-03-01 00:26 | 2017-02-27 | Haughie Alan | Officer - Former CFO | OPT+S | $39.87 | 127,571 | $5,086,115 | 42,000 | 0.0% |
| 2016-12-16 01:04 | 2016-12-13 | Haughie Alan | Officer - Senior Vice President & CFO | SELL | $38.67 | 42,000 | $1,624,027 | 43,571 | -49.1% |
| 2016-12-07 01:20 | 2016-12-02 | Haynes Timothy M | Officer - Pres., American Home Shield | OPT+S | $38.39 | 5,948 | $228,338 | 20,813 | 0.0% |
| 2016-11-23 00:05 | 2016-11-21 | Lucke James T | Officer - SVP, General Counsel & Sec. | OPT+S | $37.64 | 42,000 | $1,580,750 | 9,230 | 0.0% |
| 2016-11-16 00:57 | 2016-11-11 | Lucke James T | Officer - SVP, General Counsel & Sec. | OPT+S | $36.00 | 4,230 | $152,280 | 9,230 | 0.0% |
| 2016-11-10 02:05 | 2016-11-08 | Wegner Mary Kay | Officer - SVP, Service & Operations TMX | OPT+S | $36.51 | 13,562 | $495,154 | 2,465 | 0.0% |
| 2016-11-10 02:04 | 2016-11-08 | Hunsberger Susan | Officer - SVP, Human Resources | OPT+S | $36.45 | 74,189 | $2,704,093 | 36,666 | 0.0% |
| 2016-11-10 01:56 | 2016-11-08 | GILLETTE ROBERT J | Director, Officer - Chief Executive Officer | SELL | $36.42 | 343,750 | $12,518,516 | 100,615 | -77.4% |
| 2016-08-12 23:07 | 2016-08-11 | Lucke James T | Officer - SVP, General Counsel & Sec. | SELL | $38.00 | 5,199 | $197,562 | 5,000 | -51.0% |
| 2016-08-04 01:04 | 2016-08-01 | Lucke James T | Officer - SVP, General Counsel & Sec. | SELL | $37.68 | 10,801 | $406,934 | 10,199 | -51.4% |
| 2016-05-13 02:20 | 2016-05-12 | Hunsberger Susan | Officer - SVP, Human Resources | SELL | $36.06 | 20,000 | $721,104 | 37,521 | -34.8% |
| 2016-03-15 00:07 | 2016-03-10 | Barry Mark J | Officer - Chief Marketing & Strategy Ofc | OPT+S | $38.61 | 61,084 | $2,358,294 | 65,630 | 0.0% |
| 2016-03-04 01:38 | 2016-03-03 | Wegner Mary Kay | Officer - SVP, Supply Management | SELL | $37.29 | 1,000 | $37,294 | 2,465 | -28.9% |
| 2015-12-18 00:49 | 2015-12-15 | Haynes Timothy M | Officer - Pres., American Home Shield | SELL | $37.91 | 15,500 | $587,577 | 15,329 | -50.3% |
| 2015-11-14 00:37 | 2015-11-12 | Clayton Dubilier & Rice Fund VII L P | 10% owner | SELL | $33.91 | 23,759,230 | $805,675,489 | 0 | -100.0% |
| 2015-11-14 00:35 | 2015-11-12 | CDR SVM CO INVESTOR LP | 10% owner | SELL | $33.91 | 23,759,230 | $805,675,489 | 0 | -100.0% |
| 2015-11-14 00:16 | 2015-11-13 | Lucke James T | Officer - SVP, General Counsel & Sec. | OPT+S | $36.54 | 21,171 | $773,690 | 21,000 | 0.0% |
| 2015-06-16 23:37 | 2015-06-12 | CDR SVM CO INVESTOR LP | 10% owner | SELL | $32.98 | 2,124,489 | $70,065,647 | 23,759,230 | -8.2% |
| 2015-06-16 23:36 | 2015-06-12 | Clayton Dubilier & Rice Fund VII L P | 10% owner | SELL | $32.98 | 2,124,489 | $70,065,647 | 23,759,230 | -8.2% |
| 2015-06-04 23:49 | 2015-06-02 | CDR SVM CO INVESTOR LP | 10% owner | SELL | $32.98 | 14,163,260 | $467,104,315 | 25,883,719 | -35.4% |
| 2015-06-04 23:48 | 2015-06-02 | Clayton Dubilier & Rice Fund VII L P | 10% owner | SELL | $32.98 | 14,163,260 | $467,104,315 | 25,883,719 | -35.4% |
| 2015-05-21 00:05 | 2015-05-18 | Runyan Mary Kay | Officer - SVP, Supply Management | SELL | $36.45 | 10,937 | $398,674 | 0 | -100.0% |
| 2015-05-21 00:02 | 2015-05-18 | Barry Mark J | Officer - President, AHS & FSG | OPT+S | $36.17 | 158,749 | $5,742,412 | 45,554 | 0.0% |
| 2015-03-05 01:34 | 2015-03-02 | Mullen John Patrick | Officer - VP, Controller & CAO | OPT+S | $35.53 | 36,459 | $1,295,465 | 5,102 | 0.0% |
| 2015-02-19 00:34 | 2015-02-13 | Clayton Dubilier & Rice Fund VII L P | 10% owner | SELL | $28.47 | 2,655,612 | $75,598,635 | 40,046,979 | -6.2% |
| 2015-02-19 00:33 | 2015-02-13 | CDR SVM CO INVESTOR LP | 10% owner | SELL | $28.47 | 2,655,612 | $75,598,635 | 40,046,979 | -6.2% |
| 2015-02-13 00:37 | 2015-02-10 | StepStone Group Holdings LLC | 10% owner | SELL | $29.50 | 4,458,138 | $131,515,071 | 8,769,493 | -33.7% |
| 2015-02-13 00:33 | 2015-02-10 | CDR SVM CO INVESTOR LP | 10% owner | SELL | $28.47 | 17,704,075 | $503,990,755 | 42,702,591 | -29.3% |
| 2015-02-13 00:33 | 2015-02-10 | Clayton Dubilier & Rice Fund VII L P | 10% owner | SELL | $28.47 | 17,704,075 | $503,990,755 | 42,702,591 | -29.3% |
| 2010-04-27 23:15 | 2010-04-23 | ALLEN SAMUEL E | Director | BUY | $3.25 | 4,411 | $14,336 | 1,719 | +100.0% |
| 2010-04-20 00:19 | 2010-04-16 | Kahn Herschel | Director | BUY | $3.19 | 750 | $2,393 | 3,300 | +29.4% |
| 2010-04-09 00:53 | 2010-04-07 | DANIELSON GILBERT L | Director | BUY | $3.42 | 10,000 | $34,183 | 11,155 | +865.8% |
| 2010-03-23 22:30 | 2010-03-19 | ALLEN SAMUEL E | Director | BUY | $1.98 | 6,000 | $11,880 | 7,160 | +517.2% |
| 2009-01-23 02:11 | 2009-01-21 | ABRAMS JAMES ANDREW | Director, Officer, 10% owner - Executive Vice President | BUY | $2.44 | 100 | $244 | 72,655 | +0.1% |
| 2009-01-10 01:45 | 2009-01-07 | Paternostro Rick A | Officer - Chief Financial Officer | BUY | $2.02 | 1,100 | $2,220 | 1,562 | +238.1% |
| 2009-01-07 00:17 | 2009-01-02 | Jarvis Michael Todd | Officer - President & CEO, SSLLC | BUY | $1.57 | 3,770 | $5,930 | 19,643 | +23.8% |
| 2009-01-07 00:11 | 2009-01-02 | Kahn Herschel | Director | BUY | $1.75 | 500 | $875 | 2,550 | +24.4% |
| 2009-01-07 00:09 | 2009-01-02 | ABRAMS JAMES ANDREW | Director, Officer, 10% owner - Executive Vice President | BUY | $1.60 | 8,300 | $13,280 | 72,555 | +12.9% |
| 2009-01-07 00:06 | 2009-01-02 | ABRAMS ALAN R | Director, Officer, 10% owner - CEO and President | BUY | $1.60 | 8,375 | $13,400 | 72,527 | +13.1% |
| 2008-10-15 17:59 | 2008-09-29 | Kahn Herschel | Director | BUY | $3.73 | 1,000 | $3,727 | 2,050 | +95.2% |
| 2008-10-09 02:34 | 2008-10-06 | ABRAMS JAMES ANDREW | Director, Officer, 10% owner - Executive Vice President | BUY | $3.69 | 100 | $369 | 64,255 | +0.2% |
| 2007-11-02 21:43 | 2007-10-30 | MCWHINNEY ROBERT T JR | Director | BUY | $6.14 | 1,600 | $9,831 | 4,380 | +57.6% |
| 2007-10-31 17:46 | 2007-10-29 | MCWHINNEY ROBERT T JR | Director | BUY | $6.02 | 680 | $4,093 | 2,780 | +32.4% |
| 2007-10-23 23:55 | 2007-10-19 | MCWHINNEY ROBERT T JR | Director | BUY | $6.20 | 1,000 | $6,200 | 2,100 | +90.9% |
How to Interpret $SERV Trades
Not every insider transaction in Serve Robotics Inc. /DE/ is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $SERV shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for SERV
Insider activity data for Serve Robotics Inc. /DE/ is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $SERV, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.