ACCESS Newswire Inc.
US ˙ NYSEAM ˙ US46520M2044

Introduction

This page provides a comprehensive analysis of the known insider trading history of William H Everett. 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 William H Everett has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:ISDR / ACCESS Newswire Inc. 30,877
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by William H Everett. 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 ACCS / ACCESS Newswire Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in ACCS / ACCESS Newswire 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 (%)
2013-11-15 ISDR Everett William H 400 10.5000 400 10.5000 4,200 116 12.7000 880 20.95

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

ACCS / ACCESS Newswire Inc. Insider Trades
Insider Sales ACCS / ACCESS Newswire Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in ACCS / ACCESS Newswire 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 (%)
2023-08-23 ISDR Everett William H 6,000 20.7800 6,000 20.7800 124,680 226 0.0000 -124,680 -100.00
2022-03-16 ISDR Everett William H 2,000 27.2600 2,000 27.2600 54,520
2021-05-20 ISDR Everett William H 1,750 27.1100 1,750 27.1100 47,442
2021-03-23 ISDR Everett William H 2,660 23.0200 2,660 23.0200 61,233
2021-03-22 ISDR Everett William H 5,949 23.4400 5,949 23.4400 139,445
2020-11-03 ISDR Everett William H 4,833 21.5700 4,833 21.5700 104,248
2020-08-10 ISDR Everett William H 2,000 16.9000 2,000 16.9000 33,800
2019-11-15 ISDR Everett William H 1,991 10.5000 1,991 10.5000 20,906
2019-11-14 ISDR Everett William H 2,509 10.6000 2,509 10.6000 26,595
2018-03-09 ISDR Everett William H 4,012 16.2100 4,012 16.2100 65,035
2018-03-08 ISDR Everett William H 9,227 16.6300 9,227 16.6300 153,445
2017-11-21 ISDR Everett William H 4,000 17.0200 4,000 17.0200 68,080
2017-11-16 ISDR Everett William H 4,607 16.8800 4,607 16.8800 77,766
2017-11-14 ISDR Everett William H 4,626 16.8000 4,626 16.8000 77,717

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

ACCS / ACCESS Newswire Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by William H Everett 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
2023-08-25 2023-08-23 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -6,000 30,877 -16.27 20.78 -124,680 641,624
2022-03-17 2022-03-16 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -2,000 31,836 -5.91 27.26 -54,520 867,849
2022-02-08 2021-12-01 5 ISDR ISSUER DIRECT CORP
Common Stock
G - Gift -200 33,836 -0.59
2021-06-14 2021-06-11 4 ISDR ISSUER DIRECT CORP
Restricted Stock Unit
A - Award 2,553 2,553
2021-05-21 2021-05-20 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -1,750 28,036 -5.88 27.11 -47,442 760,056
2021-03-24 2021-03-23 4 ISDR ISSUER DIRECT CORP
Common stock
S - Sale -2,660 29,786 -8.20 23.02 -61,233 685,674
2021-03-24 2021-03-22 4 ISDR ISSUER DIRECT CORP
Options to purchase common stock
M - Exercise -8,000 0 -100.00
2021-03-24 2021-03-22 4 ISDR ISSUER DIRECT CORP
Common stock
M - Exercise 8,000 32,446 32.73 17.40 139,200 564,560
2021-03-24 2021-03-22 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -5,949 24,446 -19.57 23.44 -139,445 573,014
2021-02-10 2020-11-03 5 ISDR ISSUER DIRECT CORP
Common Stock
G - Gift -6,000 30,395 -16.49
2020-11-05 2020-11-03 4 ISDR ISSUER DIRECT CORP
Options to Purchase Common Stock
M - Exercise -8,000 0 -100.00
2020-11-05 2020-11-03 4 ISDR ISSUER DIRECT CORP
Common Stock
M - Exercise 8,000 30,395 35.72 13.00 104,000 395,135
2020-11-05 2020-11-03 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -4,833 22,395 -17.75 21.57 -104,248 483,060
2020-08-11 2020-08-10 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -2,000 33,228 -5.68 16.90 -33,800 561,553
2020-06-18 2020-06-17 4 ISDR ISSUER DIRECT CORP
Restricted Stock Unit
A - Award 6,000
2019-11-15 2019-11-15 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -1,991 29,228 -6.38 10.50 -20,906 306,894
2019-11-15 2019-11-14 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -2,509 31,219 -7.44 10.60 -26,595 330,921
2019-06-13 2019-06-13 4 ISDR ISSUER DIRECT CORP
Restricted stock unit
A - Award 6,000 6,000
2019-01-04 2018-05-24 5 ISDR ISSUER DIRECT CORP
Common Stock
G - Gift -2,000 23,394 -7.88
2019-01-04 2018-05-14 5 ISDR ISSUER DIRECT CORP
Common Stock
G - Gift -4,700 25,394 -15.62
2018-06-01 2018-06-01 4 ISDR ISSUER DIRECT CORP
Restricted Stock Unit
A - Award 2,000 2,000
2018-06-01 2018-06-01 4 ISDR ISSUER DIRECT CORP
Options to Purchase Common Stock
A - Award 8,000 8,000
2018-03-12 2018-03-09 4 ISDR ISSUER DIRECT CORP
Options to Purchase Common Stock
M - Exercise -221 0 -100.00
2018-03-12 2018-03-09 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -4,012 28,094 -12.50 16.21 -65,035 455,404
2018-03-12 2018-03-09 4 ISDR ISSUER DIRECT CORP
Common Stock
M - Exercise 221 32,106 0.69 7.76 1,715 249,143
2018-03-12 2018-03-08 4 ISDR ISSUER DIRECT CORP
Options to Purchase Common Stock
M - Exercise -19,779 221 -98.90
2018-03-12 2018-03-08 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -9,227 31,885 -22.44 16.63 -153,445 530,248
2018-03-12 2018-03-08 4 ISDR ISSUER DIRECT CORP
Common Stock
M - Exercise 19,779 41,112 92.72 7.76 153,485 319,029
2018-03-08 2018-03-07 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale X -2,500 21,333 -10.49 16.93 -42,325 361,168
2017-11-24 2017-11-21 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -4,000 15,500 -20.51 17.02 -68,080 263,810
2017-11-17 2017-11-16 4 ISDR ISSUER DIRECT CORP
Options to Purchase Common Stock
M - Exercise -10,000 20,000 -33.33
2017-11-17 2017-11-16 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -4,607 19,500 -19.11 16.88 -77,766 329,160
2017-11-17 2017-11-16 4 ISDR ISSUER DIRECT CORP
Common Stock
M - Exercise 10,000 24,107 70.89 7.76 77,600 187,070
2017-11-15 2017-11-14 4 ISDR ISSUER DIRECT CORP
Options to Purchase Common Stock
M - Exercise -10,000 30,000 -25.00
2017-11-15 2017-11-14 4 ISDR ISSUER DIRECT CORP
Common Stock
S - Sale -4,626 14,107 -24.69 16.80 -77,717 236,998
2017-11-15 2017-11-14 4 ISDR ISSUER DIRECT CORP
Common Stock
M - Exercise 10,000 18,733 114.51 7.76 77,600 145,368
2017-10-02 2017-09-28 4 ISDR ISSUER DIRECT CORP
Restricted Stock Unit
A - Award 2,000 2,000
2017-10-02 2017-09-28 4 ISDR ISSUER DIRECT CORP
Options to Purchase Common Stock
A - Award 8,000 8,000
2013-11-18 2013-11-15 4 ISDR ISSUER DIRECT CORP
Common Stock
P - Purchase 400 400 10.50 4,200 4,200
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)