Zevia PBC
| Security | ZVIA / Zevia PBC |
| Insider | Lee David J. |
This page shows the track record and history of Lee David J.
insider trades in Zevia PBC. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company.
It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean
it is illegal for them to make any
trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis
In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Lee David J. in ZVIA / Zevia PBC. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
| Trade Date | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Max |
Price at Max |
Max Profit ($) |
Max Return (%) |
|---|---|---|---|---|---|---|---|---|---|
| 2024-08-26 | 13,705 | 1.0945 | 13,705 | 1.0945 | 15,000 | 143 | 4.8300 | 51,191 | 341.30 |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Sales - Short Term Loss Analysis
In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Lee David J. in ZVIA / Zevia PBC. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.
The following table shows the most recent open market purchases that were not part of an automatic trading plan.
| Trade Date | Reported Shares |
Reported Price |
Adjusted Shares |
Adjusted Price |
Cost Basis | Days to Min |
Price at Min |
Max Loss Avoided ($) |
Max Loss Avoided (%) |
|---|---|---|---|---|---|---|---|
| There are no known unplanned open-market trades for this insider |
Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.
Insider Transaction History
| File Date |
Trade Date |
Form | Insider | Ticker | Security Title | Code | Direct | Exercise Price |
Unit Price |
Units Changed |
Value Changed (1K) |
Remaining Options |
Remaining Shares |
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-16 | 2025-06-12 | 4 | Lee David J. | ZVIA | Class A Common Stock | D | 34,722 | 207,498 | ||||||
| 2024-08-27 | 2024-08-26 | 4 | Lee David J. | ZVIA | Class A Common Stock | D | 1.0945 | 13,705 | 15 | 172,776 | ||||
| 2024-06-14 | 2024-06-12 | 4 | Lee David J. | ZVIA | Class A Common Stock | D | 118,455 | 159,071 | ||||||
| 2023-06-20 | 2023-06-15 | 4 | Lee David J. | ZVIA | Class A Common Stock | D | 18,359 | 40,616 | ||||||
| 2022-08-12 | 2022-08-10 | 4 | Lee David J. | ZVIA | Class A Common Stock | D | 22,257 | 22,257 |
P
Köp på öppna marknaden eller privat köp av icke-derivatsäkerhet
S
Köp på öppna marknaden eller privat försäljning av icke-derivatsäkerhet
A
Bevilja, tilldelning eller annat förvärv av värdepapper från företaget (såsom en option)
C
Omvandling av derivat
D
Försäljning eller överföring av värdepapper tillbaka til företaget
F
Betalning av lösenpris eller skatteskuld med del av värdepapper som erhållits från bolaget
G
Överlåtelse av värdepapper från eller till insidern
K
Aktieswappar och liknande säkringsaffärer
M
Utövande eller omvandling av derivatsäkerhet som erhållits från företaget (som en option)
V
En transaktion friviligt rapporterad på schema 4
J
Andra (med en fotnot som beskriver transaktionen)
