Bassett Furniture Industries, Incorporated
US ˙ NasdaqGS ˙ US0702031040

Introduction

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

Security Title Latest Reported Holdings
US:BSET / Bassett Furniture Industries, Incorporated Chairman Emeritus, Director 64,285
US:CRI / Carter's, Inc. Director 63,356
US:LOW / Lowe's Companies, Inc. Director 0
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Paul Fulton. 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 BSET / Bassett Furniture Industries, Incorporated - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in BSET / Bassett Furniture Industries, Incorporated. 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 (%)
2016-06-30 BSET FULTON PAUL 1,400 23.9670 1,400 23.9670 33,554 365 37.95 19,577 58.35
2016-06-30 BSET FULTON PAUL 600 23.9500 600 23.9500 14,370
2015-08-03 BSET FULTON PAUL 1,000 31.9500 1,000 31.9500 31,950
2015-07-21 BSET FULTON PAUL 1,000 37.2300 1,000 37.2300 37,230
2015-07-17 BSET FULTON PAUL 1,000 38.0600 1,000 38.0600 38,060
2014-11-10 BSET FULTON PAUL 2,000 18.1374 2,000 18.1374 36,275
2014-10-28 BSET FULTON PAUL 749 17.6000 749 17.6000 13,182
2014-10-27 BSET FULTON PAUL 229 17.4000 229 17.4000 3,985
2014-10-27 BSET FULTON PAUL 1,022 17.3898 1,022 17.3898 17,772
2014-04-08 BSET FULTON PAUL 2,000 14.0700 2,000 14.0700 28,140
2013-10-25 BSET FULTON PAUL 2,000 14.8705 2,000 14.8705 29,741
2013-10-08 BSET FULTON PAUL 2,000 14.3900 2,000 14.3900 28,780
2013-07-10 BSET FULTON PAUL 2,000 16.7110 2,000 16.7110 33,422
2013-04-29 BSET FULTON PAUL 2,000 14.2000 2,000 14.2000 28,400
2013-01-17 BSET FULTON PAUL 2,000 13.0890 2,000 13.0890 26,178
2012-10-09 BSET FULTON PAUL 2,000 13.0295 2,000 13.0295 26,059
2012-05-24 BSET FULTON PAUL 3,000 9.6510 3,000 9.6510 28,953
2012-04-12 BSET FULTON PAUL 3,000 9.6411 3,000 9.6411 28,923
2012-01-27 BSET FULTON PAUL 3,000 8.0197 3,000 8.0197 24,059

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

BSET / Bassett Furniture Industries, Incorporated Insider Trades
Insider Sales BSET / Bassett Furniture Industries, Incorporated - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in BSET / Bassett Furniture Industries, Incorporated. 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.

BSET / Bassett Furniture Industries, Incorporated Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Paul Fulton 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
2018-03-09 2018-03-07 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common Stock
A - Award 756 64,285 1.19 33.05 24,986 2,124,617
2018-02-06 2017-11-01 5 CRI CARTERS INC
Common Stock
G - Gift -2,000 63,356 -3.06
2018-02-06 2017-08-02 5 CRI CARTERS INC
Common Stock
G - Gift -1,200 65,356 -1.80
2018-02-06 2017-03-01 5 CRI CARTERS INC
Common Stock
G - Gift -1,200 66,556 -1.77
2017-11-13 2017-11-09 4 CRI CARTERS INC
Common Stock
S - Sale -10,412 68,016 -13.28 100.70 -1,048,488 6,849,211
2017-09-06 2017-09-01 4 CRI CARTERS INC
Common Stock
S - Sale -8,643 78,428 -9.93 87.58 -756,954 6,868,724
2017-05-17 2017-05-17 4 CRI CARTERS INC
Common Stock
A - Award 1,540 87,071 1.80
2017-03-09 2017-03-08 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
A - Award 934 63,529 1.49 26.75 24,984 1,699,399
2017-02-22 2016-11-09 5 CRI CARTERS INC
Common Stock
G - Gift -2,000 85,531 -2.28
2016-07-05 2016-06-30 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 600 62,590 0.97 23.95 14,370 1,499,030
2016-07-05 2016-06-30 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 1,400 61,990 2.31 23.97 33,554 1,485,714
2016-05-13 2016-05-11 4 CRI CARTERS INC
Common Stock
A - Award 1,289 87,531 1.49
2016-05-13 2016-02-29 4 CRI CARTERS INC
Common Stock
G - Gift -600 86,242 -0.69
2016-04-05 2016-04-01 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
A - Award 646 60,531 1.08 30.95 19,994 1,873,436
2016-02-12 2015-11-19 5 CRI CARTERS INC
Common Stock
G - Gift -3,000 86,842 -3.34
2016-02-12 2015-08-14 5 CRI CARTERS INC
Common Stock
G - Gift -9,000 89,442 -9.14
2016-02-12 2015-03-03 5 CRI CARTERS INC
Common Stock
G - Gift -1,200 112,353 -1.06
2015-08-04 2015-08-03 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 1,000 59,752 1.70 31.95 31,950 1,909,091
2015-07-23 2015-07-21 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 1,000 58,752 1.73 37.23 37,230 2,187,354
2015-07-17 2015-07-17 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 1,000 57,752 1.76 38.06 38,060 2,198,059
2015-05-11 2015-05-07 4 CRI CARTERS INC
Common Stock
A - Award 1,298 98,442 1.34
2015-04-02 2015-04-01 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
A - Award 706 56,649 1.26 28.30 19,980 1,603,178
2015-02-17 2014-11-21 5 CRI CARTERS INC
COMMON STOCK
G - Gift -1,300 113,553 -1.13
2015-02-17 2014-10-28 5 CRI CARTERS INC
COMMON STOCK
G - Gift -1,250 114,853 -1.08
2014-11-12 2014-11-10 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common Stock
P - Purchase 2,000 55,799 3.72 18.14 36,275 1,012,055
2014-10-29 2014-10-28 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common Stock
P - Purchase 749 53,799 1.41 17.60 13,182 946,868
2014-10-29 2014-10-27 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common Stock
P - Purchase 1,022 53,050 1.96 17.39 17,772 922,535
2014-10-29 2014-10-27 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common Stock
P - Purchase 229 52,028 0.44 17.40 3,985 905,293
2014-05-16 2014-05-14 4 CRI CARTERS INC
Common Stock
A - Award 1,651 116,103 1.44
2014-05-16 2014-03-13 4 CRI CARTERS INC
Common Stock
G - Gift -1,600 114,452 -1.38
2014-04-09 2014-04-08 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 2,000 51,591 4.03 14.07 28,140 725,880
2014-04-02 2014-04-01 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
J - Other 1,371 49,499 2.85 14.59 20,003 722,189
2013-10-25 2013-10-25 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 2,000 48,015 4.35 14.87 29,741 714,003
2013-10-08 2013-10-08 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 2,000 45,847 4.56 14.39 28,780 659,734
2013-07-12 2013-07-10 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 2,000 43,847 4.78 16.71 33,422 732,723
2013-05-13 2013-05-09 4 CRI CARTERS INC
Common Stock
A - Award 1,797 118,152 1.54
2013-05-13 2013-04-29 4 CRI CARTERS INC
Common Stock
G - Gift -1,700 116,355 -1.44
2013-05-01 2013-04-29 4 BSET BASSETT FURNITURE INDUSTRIES INC
COMMON
P - Purchase 2,000 41,847 5.02 14.20 28,400 594,224
2013-04-03 2013-04-01 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
J - Other 1,255 51,920 2.48 15.94 20,005 827,600
2013-03-14 2013-03-12 4 CRI CARTERS INC
Common Stock
J - Other 292 126,455 0.23
2013-03-14 2013-03-01 4 CRI CARTERS INC
Common Stock
G - Gift -400 118,055 -0.34
2013-01-23 2013-01-18 4 CRI CARTERS INC
Common Stock
J - Other 360 126,163 0.29
2013-01-18 2013-01-17 4 BSET BASSETT FURNITURE INDUSTRIES INC
COMMON
P - Purchase 2,000 50,665 4.11 13.09 26,178 663,150
2012-11-02 2012-10-09 4 CRI CARTERS INC
Common Stock
G - Gift -5,000 125,803 -3.82
2012-11-02 2012-09-28 4 CRI CARTERS INC
Common Stock
J - Other 416 130,803 0.32
2012-10-09 2012-10-09 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 2,000 48,429 4.31 13.03 26,059 631,008
2012-07-13 2012-07-11 4 BSET BASSETT FURNITURE INDUSTRIES INC
COMMON
J - Other 1,398 45,322 3.18 11.39 15,923 516,218
2012-05-24 2012-05-24 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 3,000 43,924 7.33 9.65 28,953 423,911
2012-05-21 2012-05-17 4 CRI CARTERS INC
Common Stock
A - Award 2,412 130,387 1.88
2012-04-13 2012-04-12 4 BSET BASSETT FURNITURE INDUSTRIES INC
COMMON
P - Purchase 3,000 40,924 7.91 9.64 28,923 394,552
2012-02-14 2011-06-23 5 CRI CARTERS INC
Common Stock
G - Gift -1,000 111,975 -0.89
2012-02-14 2011-02-02 5 CRI CARTERS INC
Common Stock
G - Gift -2,000 112,975 -1.74
2012-01-30 2012-01-27 4 BSET BASSETT FURNITURE INDUSTRIES INC
Common
P - Purchase 3,000 37,924 8.59 8.02 24,059 304,139
2006-05-26 2006-05-25 4 LOW LOWES COMPANIES INC
Non-Qualified Stock Option (right to buy)
M - Exercise -4,000 0 -100.00
2006-05-26 2006-05-25 4 LOW LOWES COMPANIES INC
Deferred Stock Units
A - Award 1,900 3,406 126.18
2006-05-26 2006-05-25 4 LOW LOWES COMPANIES INC
Common Stock
M - Exercise 4,000 28,285 16.47 25.84 103,375 730,989
2004-06-01 2004-05-28 4 LOW LOWES COMPANIES INC
Non-Qualified Stock Option (right to buy)
A - Award 4,000 4,000
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)