1895 Bancorp of Wisconsin, Inc.
US ˙ OTCPK ˙ US28253R1059

Introduction

This page provides a comprehensive analysis of the known insider trading history of David R Ball. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate David R Ball has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:BCOW / 1895 Bancorp of Wisconsin, Inc. President and CEO, Director 49,268
President and CEO, Director 47,419
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by David R Ball. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases BCOW / 1895 Bancorp of Wisconsin, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in BCOW / 1895 Bancorp of Wisconsin, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2023-11-13 BCOW Ball David R 800 6.3000 800 6.3000 5,040 359 10.1800 3,104 61.59
2023-05-19 BCOW Ball David R 687 6.9500 687 6.9500 4,775
2023-05-18 BCOW Ball David R 3 6.8000 3 6.8000 20
2023-05-17 BCOW Ball David R 58 6.5500 58 6.5500 380
2023-05-16 BCOW Ball David R 1,083 6.3050 1,083 6.3050 6,828
2023-05-16 BCOW Ball David R 27 6.3791 27 6.3791 172
2022-12-20 BCOW Ball David R 3 9.9000 3 9.9000 30
2022-12-19 BCOW Ball David R 22 9.9000 22 9.9000 218
2022-12-12 BCOW Ball David R 500 10.0000 500 10.0000 5,000
2022-12-09 BCOW Ball David R 1 10.0000 1 10.0000 10
2022-12-07 BCOW Ball David R 299 10.0000 299 10.0000 2,990
2022-12-05 BCOW Ball David R 500 10.1000 500 10.1000 5,050
2022-11-28 BCOW Ball David R 254 10.0100 254 10.0100 2,543
2022-11-23 BCOW Ball David R 24 10.1500 24 10.1500 244
2022-11-18 BCOW Ball David R 722 10.1500 722 10.1500 7,328

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

BCOW / 1895 Bancorp of Wisconsin, Inc. Insider Trades
Insider Sales BCOW / 1895 Bancorp of Wisconsin, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in BCOW / 1895 Bancorp of Wisconsin, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

BCOW / 1895 Bancorp of Wisconsin, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by David R Ball as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2023-11-14 2023-11-13 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 800 49,268 1.65 6.30 5,040 310,388
2023-05-19 2023-05-19 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 687 48,468 1.44 6.95 4,775 336,852
2023-05-19 2023-05-18 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 3 47,781 0.01 6.80 20 324,910
2023-05-18 2023-05-17 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 58 47,778 0.12 6.55 380 312,945
2023-05-17 2023-05-16 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 27 47,720 0.06 6.38 172 304,410
2023-05-17 2023-05-16 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 1,083 47,693 2.32 6.30 6,828 300,704
2023-04-17 2023-02-26 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
F - Taxes -1,335 46,610 -2.78 9.88 -13,190 460,507
2022-12-20 2022-12-20 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 3 47,945 0.01 9.90 30 474,656
2022-12-20 2022-12-19 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 22 47,942 0.05 9.90 218 474,626
2022-12-13 2022-12-12 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 500 47,920 1.05 10.00 5,000 479,200
2022-12-12 2022-12-09 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 1 47,420 0.00 10.00 10 474,200
2022-12-12 2022-12-07 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 299 47,419 0.63 10.00 2,990 474,190
2022-12-12 2022-12-05 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 500 47,120 1.07 10.10 5,050 475,912
2022-12-08 2022-12-07 4 BCOW 1895 Bancorp of Wisconsin, Inc.
Common Stock
P - Purchase 299 47,419 0.63 10.00 2,990 474,190
2022-12-06 2022-12-05 4 BCOW 1895 Bancorp of Wisconsin, Inc.
Common Stock
P - Purchase 500 47,120 1.07 10.10 5,050 475,912
2022-11-28 2022-11-28 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 254 46,620 0.55 10.01 2,543 466,666
2022-11-28 2022-11-23 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 24 46,366 0.05 10.15 244 470,615
2022-11-21 2022-11-18 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
P - Purchase 722 46,342 1.58 10.15 7,328 470,371
2022-11-01 2022-10-28 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
A - Award 31,878 45,620 231.97
2022-11-01 2022-02-28 4 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
F - Taxes -1,310 13,742 -8.70 11.59 -15,183 159,270
2021-07-14 3 BCOW 1895 Bancorp of Wisconsin, Inc. /MD/
Common Stock
15,053
2021-03-02 2021-02-26 4 BCOW 1895 Bancorp of Wisconsin, Inc.
Stock Options
A - Award 28,350 28,350
2021-03-02 2021-02-26 4 BCOW 1895 Bancorp of Wisconsin, Inc.
Common Stock
A - Award 11,436 11,436
2021-01-26 3 BCOW 1895 Bancorp of Wisconsin, Inc.
Common Stock
0
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)