Duelks Robert N 4
Research Summary
AI-generated summary
Broadridge Director Robert N. Duelks Gifts 17,000 Shares
What Happened Robert N. Duelks, a director of Broadridge Financial Solutions (BR), recorded a gift transaction on March 2, 2026, transferring 17,000 shares. The reported transactions show 17,000 shares disposed (G) and 17,000 shares acquired (G) at $0.00, reflecting an intra-family trust transfer rather than a market sale or purchase. Per the filing footnote, the shares moved from the Mary E. Duelks 2007 Revocable Trust to the Mary E. Duelks 2020 Irrevocable Trust; no cash was exchanged.
Key Details
- Transaction date: 2026-03-02; reported on Form 4 filed 2026-03-03 (timely filing).
- Price: $0.00 (gift/transfer); 17,000 shares moved.
- Shares owned after transaction: not specified in the provided filing details.
- Footnote: transfer from Mary E. Duelks 2007 Revocable Trust to Mary E. Duelks 2020 Irrevocable Trust.
- Transaction code: G = Gift (not a market purchase or sale).
Context Gifts and intra-family trust transfers are typically estate- or tax-planning moves and do not necessarily reflect the insider’s view of the company’s near-term prospects. Because no open-market sale or purchase occurred, this filing is informational about ownership structure rather than trading sentiment.