Robert Edward Moritz Jr. is Director at Walmart Inc. (WMT). They have made 9 open-market trades across 3 companies since 2024, most recently 2026-09-30.
CIK 0002033834
9 open-market purchases totalling $2.7M since 2024, never a sale. Across 8 scored buys the stock is up 11.1% at ninety days, and 7.0 points ahead of the S&P over the same stretch.
9 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| WMT | 14,412 | $1.7M |
| NTRS | 8,400 | $1.4M |
| SPGI | 1,151 | $495K |
| Total | $3.6M |
Shares reported on the most recent Form 4, priced at the 2026-10-02 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 67% | 67% | 75% |
| Avg Move | +0.6% | +2.6% | +11.1% |
| Alpha | -0.4% | +0.5% | +7.0% |
| Scored | 9 | 9 | 8 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| NTRS | BUY | 2026-07-29 | 2026-07-30 | $179.57 | $46K | +2.7% | +1.6% | — |
| NTRS | BUY | 2026-05-01 | 2026-05-04 | $166.41 | $37K | +1.0% | +3.5% | +12.0% |
| SPGI | BUY | 2026-04-30 | 2026-05-04 | $434.41 | $500K | -4.6% | -2.6% | -1.6% |
| NTRS | BUY | 2026-02-02 | 2026-02-03 | $151.85 | $37K | -2.3% | -4.3% | +7.6% |
| NTRS | BUY | 2025-11-04 | 2025-11-05 | $128.57 | $1.0M | -4.4% | +3.8% | +16.8% |
| NTRS | BUY | 2025-10-27 | 2025-10-28 | $126.66 | $34K | +2.8% | +3.9% | +18.4% |
| NTRS | BUY | 2025-08-13 | 2025-08-18 | $126.34 | $32K | +2.8% | +1.6% | -3.7% |
| NTRS | BUY | 2025-04-24 | 2025-04-24 | $91.62 | $10K | +5.4% | +18.6% | +35.2% |
| WMT | BUY | 2024-11-27 | 2024-11-29 | $91.81 | $1000K | +2.3% | -2.4% | +4.3% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.