| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Bridgewater Associates · Ray Dalio | $2.3M | 0.01% | 83.42K | +166% | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| Lisa McClain MI09 | 1 | 1 | +$0 | Sold Jun 17, 25 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| Jun 17, 25 | Lisa McClain MI09 | Spouse | Sell | $1,001 - $15,000 | Aug 13, 25 (57d) | |
| Jun 11, 25 | Lisa McClain MI09 | Spouse | Buy | $1,001 - $15,000 | Aug 13, 25 (63d) |
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | Polak-Gelber Aldo J.Director | Sale at price 30.37 per share. | 1.1K | $33.23K |
| Aug 27, 2026 | Polak-Gelber Aldo J.Director | Sale at price 30.09 per share. | 1K | $30.09K |
| Aug 20, 2026 | Polak-Gelber Aldo J.Director | Sale at price 29.80 per share. | 1K | $29.80K |
| Aug 13, 2026 | Perez-Surillo PaolaOfficer | Sale at price 31.56 per share. | 17.5K | $551.89K |
| Aug 11, 2026 | Viglianco DiegoChief Technology Officer | Sale at price 30.32 per share. | 27.6K | $835.97K |
| Aug 10, 2026 | Polak-Gelber Aldo J.Director | Sale at price 29.50 per share. | 1K | $29.50K |
| Jun 11, 2026 | Smith Brian JohnDirector | Purchase at price 26.42 per share. | 16.2K | $428.00K |
| May 20, 2026 | Botero Olga MargaritaDirector | Stock Award(Grant) at price 24.65 per share. | 7K | $172.48K |
| May 20, 2026 | Polak-Gelber Aldo J.Director | Stock Award(Grant) at price 24.65 per share. | 7K | $172.48K |
| May 20, 2026 | Pagan IvanDirector | Stock Award(Grant) at price 24.65 per share. | 7K | $172.48K |
| May 20, 2026 | Junquera Jorge ADirector | Stock Award(Grant) at price 24.65 per share. | 10.3K | $254.98K |
| May 20, 2026 | Barrett Kelly HefnerDirector | Stock Award(Grant) at price 24.65 per share. | 7K | $172.48K |
| May 20, 2026 | Schumacher Alan HDirector | Stock Award(Grant) at price 24.65 per share. | 7K | $172.48K |
| May 20, 2026 | Gambale VirginiaDirector | Stock Award(Grant) at price 24.65 per share. | 7K | $172.48K |
| May 20, 2026 | D Angelo Frank GDirector | Stock Award(Grant) at price 24.65 per share. | 9K | $222.49K |
| May 20, 2026 | Smith Brian JohnDirector | Stock Award(Grant) at price 24.65 per share. | 10.3K | $254.98K |
| May 10, 2026 | Vizcarrondo MiguelOfficer | Purchase at price 23.37 per share. | 21K | $490.77K |
| May 7, 2026 | Castrillo-Salgado Joaquin AChief Operating Officer | Purchase at price 22.03 - 24.33 per share. | 20K | $454.71K |
| May 7, 2026 | D Angelo Frank GDirector | Purchase at price 23.40 per share. | 20K | $468.00K |
| May 6, 2026 | Rodriguez-Gonzalez Luis AGeneral Counsel | Purchase at price 24.10 per share. | 17K | $409.77K |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.2 | -5.7 | -0.3 | 4.6 | -17.1 | 13.5 | 9.6 | -2.7 | -9.0 | 10.5 | +2.3% | ||
| 2025 | -6.0 | 15.0 | -1.5 | -7.7 | 6.7 | -0.5 | 0.3 | -1.3 | -5.3 | -15.7 | 1.5 | 0.7 | −15.8% |
| 2024 | -1.9 | -10.0 | 10.4 | -5.9 | -6.8 | -4.9 | 3.7 | -0.6 | -1.1 | -3.3 | 9.9 | -4.1 | −15.7% |
| 2023 | 14.1 | -0.4 | -8.3 | 2.8 | -0.6 | 6.8 | 6.8 | 0.6 | -6.0 | -14.5 | 16.3 | 10.7 | +26.4% |
| 2022 | -12.7 | -7.5 | 1.4 | -3.7 | -3.7 | -2.8 | 5.7 | -13.8 | -6.7 | 14.2 | -5.7 | -4.1 | −35.2% |
| 2021 | -11.7 | 12.1 | -4.3 | 7.2 | 9.1 | 0.3 | 0.1 | 5.8 | -1.1 | -1.1 | -7.1 | 19.0 | +27.1% |
| 2020 | -1.4 | -11.6 | -23.4 | 11.5 | 14.9 | -3.5 | 10.5 | 12.8 | -0.9 | -4.1 | 11.7 | 5.8 | +15.5% |
| 2019 | -3.6 | 3.4 | -2.8 | 12.6 | -8.5 | 14.1 | -2.1 | 8.9 | -10.4 | -2.0 | 6.0 | 5.0 | +18.6% |
| 2018 | 14.7 | 3.5 | 0.9 | 11.6 | 19.5 | 0.2 | 6.6 | 3.2 | 0.2 | 8.2 | 4.8 | 5.0 | +110.3% |
| 2017 | -3.9 | -1.2 | -5.6 | -0.3 | 4.1 | 4.8 | 3.2 | 3.1 | -13.9 | -5.4 | -7.3 | -1.8 | −23.1% |
| 2016 | -17.9 | -13.4 | 17.5 | -3.6 | 13.7 | 1.5 | 10.7 | -0.8 | -1.6 | -9.7 | 20.5 | -2.7 | +6.0% |
| 2015 | -9.4 | 3.9 | 4.8 | -5.2 | 7.2 | -4.5 | -11.4 | -3.8 | -0.2 | 0.9 | -5.8 | -2.6 | −24.4% |
| 2014 | -2.1 | 0.5 | 1.8 | -4.7 | 1.6 | 1.4 | -7.8 | 3.0 | -3.0 | 1.6 | -2.9 | 0.4 | −10.3% |
| 2013 | -0.1 | 9.7 | 8.8 | -0.1 | -7.0 | 5.6 | -5.9 | 11.7 | +23.0% |
EVERTEC, Inc. provides transaction processing and financial technology services in Latin America, Puerto Rico, and the Caribbean. It operates through four segments: Payment Services - Puerto Rico & Caribbean; Latin America Payments and Solutions; Merchant Acquiring; and Business Solutions. The company offers merchant acquiring services, which enable point of sales and e-commerce merchants to accept and process electronic methods of payment, such as debit, credit, prepaid, and electronic benefit transfer (EBT) cards. It also provides payment processing services that enable financial institutions and other issuers to manage, support, and facilitate the processing for credit, debit, prepaid, automated teller machines, and EBT card programs; credit and debit card processing, authorization and settlement, and fraud monitoring and control services to debit or credit issuers. In addition, the company offers business process management solutions comprising core bank processing, network hosting, managed services and managed security services, IT professional services, business process outsourcing, item processing, cash processing, and fulfillment. Further, it owns and operates the ATH network, a personal identification number debit network. The company processes approximately ten billion transactions annually through a system of electronic payment networks. It sells and distributes its services primarily through direct sales force. The company serves financial institutions, merchants, corporations, and government agencies. EVERTEC, Inc. was founded in 1988 and is headquartered in San Juan, Puerto Rico.
Buy / hold / sell counts