Eagle Financial Services, Inc.
US ˙ NasdaqCM ˙ US26951R1041

Introduction

This page provides a comprehensive analysis of the known insider trading history of James W Jr Mccarty. 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 James W Jr Mccarty has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:EFSI / Eagle Financial Services, Inc. EXECUTIVE OFFICER 44,286
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 W Jr Mccarty. 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 EFSI / Eagle Financial Services, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in EFSI / Eagle Financial Services, 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 (%)
2017-09-15 EFSI MCCARTY JAMES W JR 320 29.0000 320 29.0000 9,280 312 38.2000 2,944 31.72
2014-05-22 EFSI MCCARTY JAMES W JR 4,250 23.1500 4,250 23.1500 98,388
2012-12-14 EFSI MCCARTY JAMES W JR 113 22.0000 113 22.0000 2,486
2012-12-14 EFSI MCCARTY JAMES W JR 112 22.0000 112 22.0000 2,464
2012-05-03 EFSI MCCARTY JAMES W JR 180 20.8500 180 20.8500 3,753
2012-02-02 EFSI MCCARTY JAMES W JR 1,600 18.0000 1,600 18.0000 28,800

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

EFSI / Eagle Financial Services, Inc. Insider Trades
Insider Sales EFSI / Eagle Financial Services, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in EFSI / Eagle Financial Services, 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 (%)
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.

EFSI / Eagle Financial Services, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by James W Jr Mccarty 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
2019-01-07 2019-01-02 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
A - Award 1,700 44,286 3.99
2018-03-08 2018-03-07 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
D - Sale to Issuer -8 42,130 -0.02
2018-01-03 2018-01-02 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
A - Award 1,700 42,138 4.20
2017-09-20 2017-09-15 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
P - Purchase 320 39,901 0.81 29.00 9,280 1,157,143
2017-04-04 2017-03-28 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
D - Sale to Issuer -153 39,581 -0.39
2017-01-05 2017-01-03 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
A - Award 1,700 39,147 4.54
2016-05-13 2016-05-12 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
D - Sale to Issuer -195 37,241 -0.52
2016-05-13 2015-07-14 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
D - Sale to Issuer -212 34,122 -0.62
2016-01-06 2016-01-04 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
A - Award 1,700 37,215 4.79
2015-12-14 2015-12-03 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
W - Other 341 34,850 0.99
2015-01-07 2014-06-11 4/A EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
A - Award 1,700 30,554 5.89
2015-01-06 2015-01-02 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
A - Award 1,700 32,814 5.46
2014-09-19 2014-09-17 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
F - Taxes -1,815 30,944 -5.54 23.75 -43,106 734,912
2014-09-19 2014-09-17 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
M - Exercise 2,000 32,759 6.50 21.55 43,100 705,949
2014-06-12 2014-06-11 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
A - Award 1,700 26,304 6.91
2014-05-22 2014-05-22 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
P - Purchase 4,250 28,854 17.27 23.15 98,388 667,965
2014-05-22 2014-05-20 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
D - Sale to Issuer -144 24,604 -0.58
2013-09-12 2013-09-11 4 EFSI EAGLE FINANCIAL SERVICES INC
Stock Options
M - Exercise -2,000 0 -100.00
2013-09-12 2013-09-11 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
M - Exercise 2,000 25,765 8.42 21.63 43,260 557,305
2013-05-03 2013-05-02 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
D - Sale to Issuer -119 21,077 -0.56
2013-01-04 2013-01-02 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
A - Award 1,700 21,065 8.78
2012-12-14 2012-12-14 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
P - Purchase 112 967 13.09 22.00 2,464 21,284
2012-12-14 2012-12-14 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
P - Purchase 113 970 13.19 22.00 2,486 21,337
2012-06-07 2012-05-09 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
D - Sale to Issuer -100 18,535 -0.54
2012-06-07 2012-05-03 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
P - Purchase 180 18,635 0.98 20.85 3,753 388,545
2012-02-13 2012-01-03 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
A - Award 1,700 16,714 11.32
2012-02-03 2012-02-02 4 EFSI EAGLE FINANCIAL SERVICES INC
Common Stock, $2.50 Par Value
P - Purchase 1,600 16,614 10.66 18.00 28,800 299,049
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)