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Robert Waldo Insider Profile

4 Followers
Robert Waldo, Ten Percent Owner at StepStone Group, holds 31.79K shares in Bok Financial (Ticker: BOKF), holds 20.83K shares in Excelerate Energy, Inc. Class A (Ticker: EE), holds 5.02M shares in StepStone Group (Ticker: STEP).
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Robert Waldo

Robert Waldo
StepStone Group (STEP)
Ten Percent Owner

Not Ranked
Robert Waldo has not reported sufficient informative transactions and therefore cannot be ranked.
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$328M
98.67%
1.16%
0.17%
A breakdown of Robert Waldo's holdings

Insider Roles

StepStone Group
(STEP)
Ten Percent Owner
Bok Financial
(BOKF)
Director
Excelerate Energy, Inc. Class A
(EE)
Director
Roles that Robert Waldo holds in companies

Most Profitable Insider Trade

Stock:
Excelerate Energy, Inc. Class A
(EE)
Rating:Informative Buy
Date:Apr 20, 2022 - Apr 20, 2023
Return:-16.80%
The most profitable trade made by Robert Waldo

Robert Waldo's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
StepStone Group
Oct 27, 2021
Ten Percent Owner
Uninformative Sell
57.27K
$323.16M
Excelerate Energy, Inc. Class A
Apr 20, 2022
Director
Informative Buy
499.99K
$567.49K
Bok Financial
Dec 03, 2025
Director
Uninformative Sell
$3.79M
List of latest transactions for each holding click on a transaction to see Robert Waldo's performance on stock

Robert Waldo insider profile FAQ

What is the percentage of profitable transactions made by Robert Waldo?
The percentage of profitable transactions made by Robert Waldo is ―.
    What is the average return per transaction made by Robert Waldo?
    The average return per transaction made by Robert Waldo is ―.
      What stocks does Robert Waldo hold?
      Robert Waldo holds: STEP, EE, BOKF stocks.
        What was Robert Waldo’s latest transaction?
        Robert Waldo latest transaction was an Uninformative Sell of ―.
          What was Robert Waldo's most profitable transaction?
          Robert Waldo’s most profitable transaction was an Informative Buy of EE stock on April 20, 2022. The return on the trade was -16.80%.
            What is Robert Waldo's role in StepStone Group?
            Robert Waldo's role in StepStone Group is Ten Percent Owner.
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