Allan Marshall is CEO at UPEXI, INC. (UPXI). They have made 16 open-market trades across 2 companies since 2006, most recently 2026-07-03.
CIK 0001279925
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
15 open-market purchases totalling $6.4M since 2022, against 1 sale. Across 15 scored buys the stock is down 28.8% at ninety days, and 33.4 points behind the S&P over the same stretch.
15 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| UPXI | 6,046,261 | $5.8M |
| SZI | 2,596,217 | — |
| Total | $5.8M |
Shares reported on the most recent Form 4, priced at the 2026-07-20 close. 1 holding could not be priced and is excluded from the total.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 20% | 60% | 20% |
| Avg Move | -7.1% | -1.5% | -28.8% |
| Alpha | -8.0% | -3.4% | -33.4% |
| Scored | 15 | 15 | 15 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| UPXI | BUY | 2025-12-23 | 2025-12-23 | $1.80 | $90K | +21.9% | +5.9% | -38.0% |
| UPXI | BUY | 2025-12-15 | 2025-12-17 | $2.07 | $621K | -11.6% | +16.7% | -41.4% |
| UPXI | BUY | 2025-07-11 | 2025-07-24 | $4.94 | $1.6M | -17.0% | +19.7% | -25.2% |
| UPXI | BUY | 2025-04-17 | 2025-04-25 | $2.28 | $3.0M | -26.6% | -36.6% | -59.1% |
| UPXI | BUY | 2024-03-11 | 2024-03-18 | $0.58 | $45K | +0.3% | -18.0% | -22.6% |
| UPXI | BUY | 2024-03-05 | 2024-03-06 | $0.70 | $144K | -7.5% | +0.8% | -11.5% |
| UPXI | BUY | 2023-12-14 | 2023-12-20 | $0.96 | $12K | +27.7% | +17.8% | -44.6% |
| UPXI | BUY | 2023-12-07 | 2023-12-07 | $0.94 | $169K | -18.2% | +10.0% | -46.6% |
| UPXI | BUY | 2023-12-04 | 2023-12-06 | $0.76 | $40K | -18.8% | +17.1% | -47.8% |
| UPXI | BUY | 2023-06-22 | 2023-07-07 | $2.36 | $301K | -0.9% | -2.3% | -24.8% |
| UPXI | BUY | 2023-05-22 | 2023-05-23 | $3.41 | $155K | -1.9% | -28.2% | -50.8% |
| UPXI | BUY | 2023-03-15 | 2023-03-20 | $4.41 | $57K | -2.8% | +2.6% | -50.1% |
| UPXI | BUY | 2022-12-14 | 2023-01-11 | $3.69 | $64K | -18.0% | +11.9% | +8.0% |
| UPXI | BUY | 2022-12-09 | 2022-12-13 | $4.11 | $49K | -18.8% | -2.1% | +11.8% |
| UPXI | BUY | 2022-12-01 | 2022-12-05 | $3.96 | $73K | -13.6% | -37.4% | +11.1% |
| SZI | SELL | 2006-02-24 | 2006-03-02 | $0.75 | $62K | N/A | N/A | N/A |
| SZI | SELL · Routine | 2006-02-01 | 2006-02-13 | $0.71 | $142K | N/A | N/A | N/A |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.