John A Clees - Insider Trading Tracker

Introduction

This page provides a comprehensive analysis of the known insider trading history of John A Clees. 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 John A Clees 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 John A Clees. 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 HTFCP / Heritage Financial Corporation - Preferred Security - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in HTFCP / Heritage Financial Corporation - Preferred Security. 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 HTFCP / Heritage Financial Corporation - Preferred Security - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in HTFCP / Heritage Financial Corporation - Preferred Security. 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 (%)
2022-10-26	HFWA	CLEES JOHN A	2,000	31.5530	2,000	31.5530	63,106	198	15.2600	-32,586	-51.64
2021-06-09	HFWA	CLEES JOHN A	3,256	28.6500	3,256	28.6500	93,284
2021-06-09	HFWA	CLEES JOHN A	1,050	28.6500	1,050	28.6500	30,082
2018-08-27	HFWA	CLEES JOHN A	1,000	36.2580	1,000	36.2580	36,258
2017-11-27	HFWA	CLEES JOHN A	1,000	31.0700	1,000	31.0700	31,070
2017-11-14	HFWA	CLEES JOHN A	1,000	30.0050	1,000	30.0050	30,005
2017-07-31	HFWA	CLEES JOHN A	1,000	27.2700	1,000	27.2700	27,270
2017-07-31	HFWA	CLEES JOHN A	1,000	27.2900	1,000	27.2900	27,290
2017-04-28	HFWA	CLEES JOHN A	2,000	26.9500	2,000	26.9500	53,900
2017-02-10	HFWA	CLEES JOHN A	2,500	25.0000	2,500	25.0000	62,500
2017-01-30	HFWA	CLEES JOHN A	2,500	25.4400	2,500	25.4400	63,600
2016-12-06	HFWA	CLEES JOHN A	2,000	24.2550	2,000	24.2550	48,510
2016-11-17	HFWA	CLEES JOHN A	2,000	21.9270	2,000	21.9270	43,854
2016-08-19	HFWA	CLEES JOHN A	3,000	18.0910	3,000	18.0910	54,273
2015-09-11	HFWA	CLEES JOHN A	1,000	18.2000	1,000	18.2000	18,200
2015-09-08	HFWA	CLEES JOHN A	1,000	18.0000	1,000	18.0000	18,000
2015-08-18	HFWA	CLEES JOHN A	1,000	18.2500	1,000	18.2500	18,250
2015-02-03	HFWA	CLEES JOHN A	2,000	16.0955	2,000	16.0955	32,191
2015-02-02	HFWA	CLEES JOHN A	2,000	15.8500	2,000	15.8500	31,700
2014-08-25	HFWA	CLEES JOHN A	1,500	16.5600	1,500	16.5600	24,840
2014-06-05	HFWA	CLEES JOHN A	1,502	16.0000	1,502	16.0000	24,032
2014-06-05	HFWA	CLEES JOHN A	23	16.0200	23	16.0200	368
2014-06-05	HFWA	CLEES JOHN A	3	16.0100	3	16.0100	48
2014-05-12	HFWA	CLEES JOHN A	2,000	16.0204	2,000	16.0204	32,041
2014-05-05	HFWA	CLEES JOHN A	1,294	15.8800	1,294	15.8800	20,549
2013-08-09	HFWA	CLEES JOHN A	3,000	15.7500	3,000	15.7500	47,250
2012-11-29	HFWA	CLEES JOHN A	2,700	14.0200	2,700	14.0200	37,854
2012-11-29	HFWA	CLEES JOHN A	865	14.0500	865	14.0500	12,153
2012-11-27	HFWA	CLEES JOHN A	1,300	13.9800	1,300	13.9800	18,174
2012-06-14	HFWA	CLEES JOHN A	1,000	13.7000	1,000	13.7000	13,700
2012-06-14	HFWA	CLEES JOHN A	1,000	13.6500	1,000	13.6500	13,650
2012-03-16	HFWA	CLEES JOHN A	600	13.9500	600	13.9500	8,370

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 John A Clees as disclosed to the Securities Exchange Commission (SEC).