John R. Curtis

Committees

Service

Trading Style

• Joint Account Trading: 100% of trades are through joint accounts.
• Net Seller: 83% of transactions are sales, suggesting a portfolio wind-down or systematic profit-taking approach.
• Diversified Sectors: Trades spread across 10 sectors with no single sector exceeding 26% of activity.
• Highly Diversified: Trades across 62 different tickers with no single stock exceeding 3% of activity.
• Managed Accounts: 100% of trades occur within managed sub-accounts, suggesting professional financial management rather than direct trading.
• Accelerating Activity: Trading frequency has increased significantly in recent periods, roughly 3x the earlier pace.