James R Ii Heslop - Insider Trading Tracker

Introduction

This page provides a comprehensive analysis of the known insider trading history of James R Ii Heslop. 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 R Ii Heslop 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 R Ii Heslop. 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 MBCN / Middlefield Banc Corp. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in MBCN / Middlefield Banc Corp.. 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 (%)
2023-05-16	MBCN	HESLOP JAMES R II	577	22.5600	577	22.5600	13,017	213	36.7000	8,159	62.68
2023-05-12	MBCN	HESLOP JAMES R II	23	22.6000	23	22.6000	520
2023-05-12	MBCN	HESLOP JAMES R II	400	22.4200	400	22.4200	8,968
2023-04-27	MBCN	HESLOP JAMES R II	400	27.2600	400	27.2600	10,904
2023-03-16	MBCN	HESLOP JAMES R II	300	26.7934	300	26.7934	8,038
2022-11-22	MBCN	HESLOP JAMES R II	200	29.6691	200	29.6691	5,934
2022-06-09	MBCN	HESLOP JAMES R II	492	25.0000	492	25.0000	12,300
2022-06-08	MBCN	HESLOP JAMES R II	4	25.0000	4	25.0000	100
2022-06-03	MBCN	HESLOP JAMES R II	4	25.0000	4	25.0000	100
2021-12-03	MBCN	HESLOP JAMES R II	300	25.2500	300	25.2500	7,575
2021-09-09	MBCN	HESLOP JAMES R II	300	23.6500	300	23.6500	7,095
2021-07-29	MBCN	HESLOP JAMES R II	300	24.0500	300	24.0500	7,215
2021-03-01	MBCN	HESLOP JAMES R II	300	21.7797	300	21.7797	6,534
2021-01-29	MBCN	HESLOP JAMES R II	500	19.6700	500	19.6700	9,835
2020-09-02	MBCN	HESLOP JAMES R II	400	17.7500	400	17.7500	7,100
2020-03-09	MBCN	HESLOP JAMES R II	300	20.4900	300	20.4900	6,147
2019-05-13	MBCN	HESLOP JAMES R II	200	40.8400	400	20.4200	8,168
2016-05-24	MBCN	HESLOP JAMES R II	221	33.0000	442	16.5000	7,293
2014-03-14	MBCN	HESLOP JAMES R II	4	27.0500	7	13.5250	100
2013-06-07	MBCN	HESLOP JAMES R II	116	28.0000	232	14.0000	3,248

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

Insider Sales MBCN / Middlefield Banc Corp. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in MBCN / Middlefield Banc Corp.. 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.

Insider Trading History

This table shows the complete list of insider trades made by James R Ii Heslop as disclosed to the Securities Exchange Commission (SEC).