Jason Carlson - Insider Trading Tracker

Introduction

This page provides a comprehensive analysis of the known insider trading history of Jason Carlson. 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

Companies with Reported Insider Positions

The SEC filings indicate Jason Carlson has reported holdings or trades in the following companies:

How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Jason Carlson. 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 VICR / Vicor Corporation - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in VICR / Vicor Corporation. 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 (%)
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.

Insider Sales VICR / Vicor Corporation - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in VICR / Vicor Corporation. 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 (%)
2021-07-29	VICR	CARLSON JASON	517	112.8216	517	112.8216	58,329	354	52.2600	-31,310	-53.68
2021-07-29	VICR	CARLSON JASON	942	112.8216	942	112.8216	106,278
2020-09-09	VICR	CARLSON JASON	2,511	83.0201	2,511	83.0201	208,463
2020-09-09	VICR	CARLSON JASON	1,551	84.0794	1,551	84.0794	130,407
2020-09-09	VICR	CARLSON JASON	3,726	84.0794	3,726	84.0794	313,280
2020-05-15	vicr	CARLSON JASON	852	54.9200	852	54.9200	46,792
2020-05-15	vicr	CARLSON JASON	1,260	54.9200	1,260	54.9200	69,199
2020-05-05	vicr	CARLSON JASON	1,763	54.1904	1,763	54.1904	95,538
2020-05-05	vicr	CARLSON JASON	1,632	54.1904	1,632	54.1904	88,439
2020-05-05	vicr	CARLSON JASON	891	54.1904	891	54.1904	48,284
2020-04-30	vicr	CARLSON JASON	2,101	53.5587	2,101	53.5587	112,527
2020-04-29	vicr	CARLSON JASON	1,501	54.0026	1,501	54.0026	81,058
2017-11-10	vicr	CARLSON JASON	4,494	21.1711	4,494	21.1711	95,143
2017-11-10	vicr	CARLSON JASON	2,249	21.1711	2,249	21.1711	47,614
2017-11-10	vicr	CARLSON JASON	2,019	21.1711	2,019	21.1711	42,744
2017-06-09	vicr	CARLSON JASON	1,709	20.4593	1,709	20.4593	34,965
2017-06-08	vicr	CARLSON JASON	5,411	20.0890	5,411	20.0890	108,702
2017-06-08	vicr	CARLSON JASON	4,807	20.0890	4,807	20.0890	96,568
2017-06-06	vicr	CARLSON JASON	8,073	19.8190	8,073	19.8190	159,999
2014-10-23	vicr	CARLSON JASON	8,224	11.3370	8,224	11.3370	93,235

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

Insider Trading History

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