James F Getz - Insider Trading Tracker

Introduction

This page provides a comprehensive analysis of the known insider trading history of James F Getz. 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 James F Getz 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 James F Getz. 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 FHI / Federated Hermes, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in FHI / Federated Hermes, 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 (%)
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 FHI / Federated Hermes, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in FHI / Federated Hermes, 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 (%)
2003-08-22	FII	GETZ JAMES F	10,502	29.2600	10,502	29.2600	307,289	731
2003-08-22	FII	GETZ JAMES F	400	29.2900	400	29.2900	11,716
2003-08-22	FII	GETZ JAMES F	2,000	29.3000	2,000	29.3000	58,600
2003-08-22	FII	GETZ JAMES F	1,100	29.3300	1,100	29.3300	32,263
2003-08-22	FII	GETZ JAMES F	300	29.3400	300	29.3400	8,802
2003-08-22	FII	GETZ JAMES F	600	29.3500	600	29.3500	17,610
2003-08-22	FII	GETZ JAMES F	600	29.3600	600	29.3600	17,616
2003-08-22	FII	GETZ JAMES F	4,200	29.3700	4,200	29.3700	123,354
2003-08-22	FII	GETZ JAMES F	700	29.3800	700	29.3800	20,566
2003-08-22	FII	GETZ JAMES F	600	29.3900	600	29.3900	17,634
2003-08-22	FII	GETZ JAMES F	3,200	29.4000	3,200	29.4000	94,080
2003-08-22	FII	GETZ JAMES F	2,600	29.4100	2,600	29.4100	76,466
2003-08-22	FII	GETZ JAMES F	6,200	29.4200	6,200	29.4200	182,404
2003-08-22	FII	GETZ JAMES F	8,000	29.4300	8,000	29.4300	235,440
2003-08-22	FII	GETZ JAMES F	9,900	29.4400	9,900	29.4400	291,456
2003-08-22	FII	GETZ JAMES F	4,000	29.4500	4,000	29.4500	117,800
2003-08-22	FII	GETZ JAMES F	3,300	29.4600	3,300	29.4600	97,218
2003-08-22	FII	GETZ JAMES F	1,600	29.4700	1,600	29.4700	47,152
2003-08-22	FII	GETZ JAMES F	3,700	29.4800	3,700	29.4800	109,076
2003-08-22	FII	GETZ JAMES F	3,900	29.4900	3,900	29.4900	115,011
2003-08-22	FII	GETZ JAMES F	8,000	29.5000	8,000	29.5000	236,000
2003-08-22	FII	GETZ JAMES F	1,000	29.5100	1,000	29.5100	29,510
2003-08-22	FII	GETZ JAMES F	1,200	29.5200	1,200	29.5200	35,424
2003-08-22	FII	GETZ JAMES F	200	29.5300	200	29.5300	5,906
2003-08-22	FII	GETZ JAMES F	3,227	29.5400	3,227	29.5400	95,326
2003-08-22	FII	GETZ JAMES F	400	29.5500	400	29.5500	11,820
2003-08-22	FII	GETZ JAMES F	771	29.5600	771	29.5600	22,791
2003-08-22	FII	GETZ JAMES F	600	29.5700	600	29.5700	17,742

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 James F Getz as disclosed to the Securities Exchange Commission (SEC).