Robert Edward Moritz Jr.
Robert Edward Moritz Jr.'s purchase track record
How the stock did after each of Robert Edward Moritz Jr.'s open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 7/29/2026 | NTRS | $46K | pending | pending | — |
| 5/1/2026 | NTRS | $37K | +11.3% | pending | — |
| 4/30/2026 | SPGI | $500K | +2.0% | pending | — |
| 2/2/2026 | NTRS | $37K | +6.9% | +21.4% | +8.9% |
| 11/4/2025 | NTRS | $500K | +18.2% | +28.2% | +7.2% |
| 10/27/2025 | NTRS | $34K | +19.3% | +34.5% | +4.3% |
| 8/13/2025 | NTRS | $32K | +5.8% | +17.7% | +7.3% |
| 4/24/2025 | NTRS | $10K | +40.3% | +36.8% | +22.9% |
| 11/27/2024 | WMT | $500K | +4.9% | +6.6% | -1.8% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 17, 2026
Northern Trust Q3 Earnings Loom Amid Mixed Sector News. Northern Trust is approaching its third-quarter earnings release, with analysts focusing on revenue and EPS estimates. Recent reports indicate the stock has experienced a sharp decline, joining other financial peers in a downturn. While one firm reaffirmed a positive outlook citing the company's quality, the broader sector remains under pressure.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 17, 2026
Zacks Highlights S&P Global in Latest Industry Outlook. Zacks recently released an industry outlook that includes S&P Global among other major exchanges. The report draws attention to the company’s role in the financial markets sector. This update may influence how analysts view S&P Global’s performance. The outlook provides context for investors monitoring the company.
Transaction History
| WMT | ▲ Buy | Grant | 361 | $0 | 9/30/2026 | View on chart |
| NTRS | ▲ Buy | Open Market | 255 | $46K | 7/29/2026 | View on chart |
| WMT | ▲ Buy | Grant | 276 | $31K | 6/30/2026 | View on chart |
| WMT | ▲ Buy | Grant | 1,935 | $0 | 6/4/2026 | View on chart |
| NTRS | ▲ Buy | Open Market | 225 | $37K | 5/1/2026 | View on chart |
| SPGI | ▲ Buy | Open Market | 1,152 | $500K | 4/30/2026 | View on chart |
| NTRS | ▲ Buy | Grant | 989 | $0 | 4/21/2026 | View on chart |
| WMT | ▲ Buy | Grant | 231 | $29K | 3/31/2026 | View on chart |
| NTRS | ▲ Buy | Open Market | 245 | $37K | 2/2/2026 | View on chart |
| WMT | ▲ Buy | Grant | 258 | $29K | 12/31/2025 | View on chart |
| NTRS | ▲ Buy | Open Market | 3,891 | $500K | 11/4/2025 | View on chart |
| NTRS | ▲ Buy | Open Market | 270 | $34K | 10/27/2025 | View on chart |
| WMT | ▲ Buy | Grant | 279 | $29K | 9/30/2025 | View on chart |
| NTRS | ▲ Buy | Open Market | 256 | $32K | 8/13/2025 | View on chart |
| WMT | ▲ Buy | Grant | 267 | $0 | 6/30/2025 | View on chart |
| WMT | ▲ Buy | Grant | 2,348 | $0 | 6/5/2025 | View on chart |
| NTRS | ▲ Buy | Open Market | 112 | $10K | 4/24/2025 | View on chart |
| NTRS | ▲ Buy | Grant | 1,902 | $0 | 4/22/2025 | View on chart |
| WMT | ▲ Buy | Grant | 285 | $0 | 3/31/2025 | View on chart |
| NTRS | ▲ Buy | Grant | 255 | $0 | 3/1/2025 | View on chart |
| WMT | ▲ Buy | Grant | 277 | $0 | 12/31/2024 | View on chart |
| WMT | ▲ Buy | Open Market | 5,446 | $500K | 11/27/2024 | View on chart |
| WMT | ▲ Buy | Grant | 158 | $0 | 9/30/2024 | View on chart |
| WMT | ▲ Buy | Grant | 2,201 | $161K | 8/15/2024 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 16, 2026
Walmart highlighted in defensive rotation and cost pressure reports
Recent coverage places Walmart among defensive stocks gaining attention as investors rotate toward lower‑growth sectors. Analysts note that higher input costs are creating pricing challenges for Walmart and its peers. At the same time, the company's Walmart Connect platform is being discussed as a growing data‑driven advertising asset. A review of Walmart’s total‑return milestones shows the stock has reached new highs despite these pressures.
Walmart highlighted in defensive rotation and cost pressure reports. Recent coverage places Walmart among defensive stocks gaining attention as investors rotate toward lower‑growth sectors. Analysts note that higher input costs are creating pricing challenges for Walmart and its peers. At the same time, the company's Walmart Connect platform is being discussed as a growing data‑driven advertising asset. A review of Walmart’s total‑return milestones shows the stock has reached new highs despite these pressures.