Shawn R Phillips - Insider Trading Tracker

Introduction

This page provides a comprehensive analysis of the known insider trading history of Shawn R Phillips. 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 Shawn R Phillips 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 Shawn R Phillips. 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 CSV / Carriage Services, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in CSV / Carriage 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 (%)
2022-08-05	CSV	Phillips Shawn R	1,150	34.3150	1,150	34.3150	39,462	10	41.0300	7,722	19.57
2021-03-18	CSV	Phillips Shawn R	1,000	36.2000	1,000	36.2000	36,200
2020-12-11	CSV	Phillips Shawn R	500	31.0000	500	31.0000	15,500

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

Insider Sales CSV / Carriage 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 CSV / Carriage 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 (%)
2024-11-21	CSV	Phillips Shawn R	5,028	38.9600	5,028	38.9600	195,891	138	36.2600	-13,575	-6.93
2024-08-13	CSV	Phillips Shawn R	7,815	30.0400	7,815	30.0400	234,763
2024-08-12	CSV	Phillips Shawn R	7,101	30.0000	7,101	30.0000	213,030
2024-08-09	CSV	Phillips Shawn R	5,000	29.7300	5,000	29.7300	148,650
2024-05-09	CSV	Phillips Shawn R	10,593	26.1100	10,593	26.1100	276,583
2024-05-08	CSV	Phillips Shawn R	10,593	25.5700	10,593	25.5700	270,863
2024-02-22	CSV	Phillips Shawn R	855	25.5800	855	25.5800	21,871
2022-03-07	CSV	Phillips Shawn R	1,201	51.1600	1,201	51.1600	61,443
2021-06-28	CSV	Phillips Shawn R	2,500	36.5400	2,500	36.5400	91,350
2021-06-23	CSV	Phillips Shawn R	1,626	36.4800	1,626	36.4800	59,316
2021-06-23	CSV	Phillips Shawn R	30,572	36.4800	30,572	36.4800	1,115,267
2021-02-14	CSV	Phillips Shawn R	701	36.5800	701	36.5800	25,643
2020-02-14	CSV	Phillips Shawn R	436	24.5500	436	24.5500	10,704
2019-02-14	CSV	Phillips Shawn R	438	19.1300	438	19.1300	8,379
2018-12-10	CSV	Phillips Shawn R	4,384	16.0700	4,384	16.0700	70,451
2018-09-27	CSV	Phillips Shawn R	6,500	21.6500	6,500	21.6500	140,725
2017-03-21	CSV	Phillips Shawn R	5,630	26.6700	5,630	26.6700	150,152
2015-03-30	CSV	Phillips Shawn R	4,000	24.4600	4,000	24.4600	97,840

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 Shawn R Phillips as disclosed to the Securities Exchange Commission (SEC).