EPHC Insider Trading - Epoch Holding Corp

Insider Shares	0 shares
Insider Ownership	0.00 %

Insider Sentiment Score

The Insider Sentiment Score finds the companies being bought by corporate insiders.

It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of insider accumulation. The scoring model uses a combination of the net number of insiders buying the prior 90 days, the total shares bought as a percentage of float, and the total shares owned by insiders. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Insiders Top Picks, which provides a list of companies with highest insider accumulation.

See Highest Ranking Stocks

Officer Sentiment Score

The Officer Sentiment Score finds companies being bought by Corporate Officers.

By definition Corporate Officers are Corporate Insiders, but unlike some of the other Insiders (10% Shareholders and Board Members), Officers work for the company on a daily basis, and they user their own money when trading. (10% Shareholders and Board Members are often fund managers managing other people’s money.) As such, insider trades made by Officers are much more significant and should be treated appropriately.

Like the Insider Sentiment Score, the Officer Sentiment Score is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of officer accumulation.

Update Frequency: Daily

See Insiders Top Picks, which provides a list of companies with highest insider sentiment.

See Highest Ranking Stocks

Key Insider Metrics

This card shows how the company ranks along various insider metrics. The percentile rank shows how this company compares to other companies in the US markets. Higher rankings are indicative of better situations.

For example, it is generally accepted that insider buying is a positive indicator, so companies with more insider buying would rank higher than companies with less insider buying (or even insider selling).

Net Number of Insiders Buying (Rank)

N/A

Net Number of Insiders Buying is the total number of insiders buying minus the total number of insiders selling in the last 90 days. The percentile rank is shown here (range from 0 to 100%).

Percent of Float Bought by Insiders (Rank)

N/A

Percent of Float Bought by Insiders is the total number of shares purchased by insiders minus the total number of shares sold by insiders in the last 90 days, divided by the total float and multiplied by 100.

Insider Trading Chart

Epoch Holding Corp insider trades are shown in the following chart. Insiders are officers, directors, or significant investors in a company. In general, it is generally illegal for insiders to make trades in their companies based on material, 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.

Insider Roster and Profitability Metrics

This table shows the list known insiders, and is generated automatically from filings disclosed to the SEC. In addition to the names, most recent title, and director, officer, or 10% owner designation, we provide the latest disclosed holdings. Additionally, when possible we provide the historical trade performance for the insider. The historical trade performance is a weighted average of the performance of actual open-market purchase transactions made by the insider. For more information on how this is calculated, watch this YouTube webinar.

See our leaderboard of most profitable insider traders.

Insider	Avg Profit (%)	Shares Owned	Split Adjusted

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Track Records of Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in EPHC / Epoch Holding 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	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

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

EPHC / Epoch Holding Corp Insider Trades

Track Records of Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in EPHC / Epoch Holding 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	Insider	Reported Shares	Reported Price	Adjusted Shares	Adjusted Price	Cost Basis	Days to Min
2012-12-17	PRIEST WILLIAM W	250,000	27.7900	250,000	27.7900	6,947,500	730
2012-12-11	BERENSON JEFFREY L	200,000	27.7500	200,000	27.7500	5,550,000
2012-12-10	BERENSON JEFFREY L	400,000	27.7500	400,000	27.7500	11,100,000
2012-09-25	BORAK ADAM	2,300	23.4100	2,300	23.4100	53,843
2012-07-13	TESSLER ALLAN R	679	24.0100	679	24.0100	16,303
2012-07-13	TESSLER ALLAN R	679	24.0100	679	24.0100	16,303
2012-07-13	TAUSSIG TIMOTHY T	9,161	23.8500	9,161	23.8500	218,490
2012-07-12	TAUSSIG TIMOTHY T	3,231	23.9000	3,231	23.9000	77,221
2012-07-11	TESSLER ALLAN R	500	24.0000	500	24.0000	12,000

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

Transaction History

Click the link icon to see the full transaction history. Transactions reported as part of a 10b5-1 automatic trading plan will have an X in the column marked 10b-5.

File Date	Trade Date	Form	Insider	Ticker	Security Title	Code	Direct	Exercise Price	Unit Price	Units Changed	Value Changed (1K)	Remaining Options	Remaining Shares
2013-03-28	2013-03-27	4	PRIEST WILLIAM W By Trust	EPHC	Common Stock	D - Sale to Issuer	I			-2,015,161			0
2013-03-28	2013-03-27	4	PRIEST WILLIAM W	EPHC	Common Stock	D - Sale to Issuer	D			-58,817			0
2013-03-28	2013-03-27	4	ARZAC ENRIQUE R	EPHC	Common Stock	D - Sale to Issuer	D			-63,024			0
2013-03-28	2013-03-27	4	FLAHERTY PETER A By Family Foundation	EPHC	Common Stock	D - Sale to Issuer	I			-18,650			0
2013-03-28	2013-03-27	4	FLAHERTY PETER A	EPHC	Common Stock	D - Sale to Issuer	D			-59,330			0
2013-03-28	2013-03-27	4	CECIL JOHN L	EPHC	Common Stock	D - Sale to Issuer	D			-18,129			0
2013-03-28	2013-03-27	4	BORAK ADAM	EPHC	Common Stock	D - Sale to Issuer	D			-98,796			0
2013-03-28	2013-03-27	4	PEARL DAVID N By Trust	EPHC	Common Stock	D - Sale to Issuer	I			-765,138			0
2013-03-28	2013-03-27	4	PEARL DAVID N	EPHC	Common Stock	D - Sale to Issuer	D			-60,488			0
2013-03-28	2013-03-27	4	BERENSON JEFFREY L By Family Trust	EPHC	Common Stock	D - Sale to Issuer	I			-1,066,740			0
2013-03-28	2013-03-27	4	BERENSON JEFFREY L	EPHC	Common Stock	D - Sale to Issuer	D			-2,671			0
2013-03-28	2013-03-27	4	TAUSSIG TIMOTHY T By Trust	EPHC	Common Stock	D - Sale to Issuer	I			-948,823			0
2013-03-28	2013-03-27	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	D - Sale to Issuer	D			-61,745			0
2013-03-28	2013-03-27	4	TESSLER ALLAN R Tessler Family Limited Partnership	EPHC	Common Stock	D - Sale to Issuer	I			-69,179			0
2013-03-28	2013-03-27	4	TESSLER ALLAN R ART/FGT Family Partners Ltd.	EPHC	Common Stock	D - Sale to Issuer	I			-300,962			0
2013-03-28	2013-03-27	4	TESSLER ALLAN R	EPHC	Common Stock	D - Sale to Issuer	D			-257,645			0
2013-02-21	2013-02-21	4	PRIEST WILLIAM W	EPHC	Common Stock	F - Taxes	D		28.0000	-20,692	-579		58,817
2013-02-21	2013-02-21	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	F - Taxes	D		28.0000	-21,373	-598		61,745
2013-02-21	2013-02-21	4	PEARL DAVID N	EPHC	Common Stock	F - Taxes	D		28.0000	-19,987	-560		60,488
2013-02-21	2013-02-21	4	BORAK ADAM	EPHC	Common Stock	F - Taxes	D		28.0000	-7,024	-197		98,796
2012-12-26	2012-12-20	4	PRIEST WILLIAM W By Family Trust	EPHC	Common Stock	J - Other	I			-240,683			0
2012-12-26	2012-12-20	4	PRIEST WILLIAM W By Spouse	EPHC	Common Stock	J - Other	I			-528,703			0
2012-12-26	2012-12-20	4	PRIEST WILLIAM W	EPHC	Common Stock	J - Other	D			-1,245,775			79,509
2012-12-26	2012-12-20	4	PEARL DAVID N By GRAT	EPHC	Common Stock	J - Other	I			-500,000			0
2012-12-26	2012-12-20	4	PEARL DAVID N By Family Trust	EPHC	Common Stock	J - Other	I			-14,900			0
2012-12-26	2012-12-20	4	PEARL DAVID N	EPHC	Common Stock	J - Other	D			-250,238			80,475
2012-12-26	2012-12-24	4	TAUSSIG TIMOTHY T By Family Trust	EPHC	Common Stock	J - Other	I			-393,939			0
2012-12-26	2012-12-24	4	TAUSSIG TIMOTHY T By GRAT No. 3	EPHC	Common Stock	J - Other	I			-221,440			0
2012-12-26	2012-12-24	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	J - Other	D			-333,444			83,118
2012-12-21	2012-12-20	4	BORAK ADAM	EPHC	Employee Stock Options (Right to Buy)	M - Exercise	D	6.17		-38,938		0
2012-12-21	2012-12-20	4	BORAK ADAM	EPHC	Common Stock	M - Exercise	D		6.1700	38,938	240		105,820
2012-12-19	2012-12-17	4	TAUSSIG TIMOTHY T By GRAT No. 3	EPHC	Common Stock	J - Other	I			-105,872			221,440
2012-12-19	2012-12-17	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	J - Other	D			105,872			416,562
2012-12-19	2012-12-18	4	FLAHERTY PETER A	EPHC	Common Stock	J - Other	D			-18,650			59,330
2012-12-19	2012-12-17	4	PRIEST WILLIAM W	EPHC	Common Stock	S - Sale	D		27.7900	-250,000	-6,948		1,325,284
2012-12-19	2012-12-17	4	PEARL DAVID N	EPHC	Employee Stock Options (Right to Buy)	M - Exercise	D	6.17		-37,114		0
2012-12-19	2012-12-17	4	PEARL DAVID N	EPHC	Common Stock	M - Exercise	D		6.1700	37,114	229		330,713
2012-12-18	2012-12-14	4	BERENSON JEFFREY L	EPHC	Common Stock	J - Other	D			-1,066,740			2,671
2012-12-11	2012-12-11	4	BERENSON JEFFREY L	EPHC	Common Stock	S - Sale	D		27.7500	-200,000	-5,550		1,069,411
2012-12-11	2012-12-10	4	BERENSON JEFFREY L	EPHC	Common Stock	S - Sale	D		27.7500	-400,000	-11,100		1,269,411
2012-09-27	2012-09-25	4	BORAK ADAM	EPHC	Employee Stock Options (Right to Buy)	M - Exercise	D	6.17		-2,300		38,938
2012-09-27	2012-09-25	4	BORAK ADAM	EPHC	Common Stock	S - Sale	D		23.4100	-2,300	-54		66,882
2012-09-27	2012-09-25	4	BORAK ADAM	EPHC	Common Stock	M - Exercise	D		6.1700	2,300	14		69,182
2012-09-25	2012-09-24	4	PEARL DAVID N By Family Trust	EPHC	Common Stock	G - Gift	I			3,500			14,900
2012-09-25	2012-09-24	4	PEARL DAVID N	EPHC	Common Stock	G - Gift	D			-3,500			293,599
2012-07-23	2012-07-19	4	PRIEST WILLIAM W By Spouse	EPHC	Common Stock	S - Sale	I		24.5200	-58	-1		528,703
2012-07-18	2012-07-18	4	PRIEST WILLIAM W By Spouse	EPHC	Common Stock	S - Sale	I		24.5000	-2,116	-52		528,761
2012-07-18	2012-07-17	4	PRIEST WILLIAM W By Spouse	EPHC	Common Stock	S - Sale	I		24.5100	-3,723	-91		530,877
2012-07-16	2012-07-13	4	TAUSSIG TIMOTHY T	EPHC	Employee Stock Options (Right to Buy)	M - Exercise	D	6.17		-9,161		0
2012-07-16	2012-07-13	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	S - Sale	D		23.8500	-9,161	-218		310,690
2012-07-16	2012-07-13	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	M - Exercise	D		6.1700	9,161	57		319,851
2012-07-16	2012-07-13	4	TESSLER ALLAN R	EPHC	Common Stock	S - Sale	D		24.0100	-679	-16		300,962
2012-07-16	2012-07-13	4	TESSLER ALLAN R ART/FGT Family Partners Ltd.	EPHC	Common Stock	S - Sale	I		24.0100	-679	-16		300,962
2012-07-12	2012-07-10	4	PRIEST WILLIAM W By Spouse	EPHC	Common Stock	S - Sale	I		24.5000	-85	-2		534,600
2012-07-12	2012-07-12	4	TAUSSIG TIMOTHY T	EPHC	Employee Stock Options (Right to Buy)	M - Exercise	D	6.17		-3,231		9,161
2012-07-12	2012-07-12	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	S - Sale	D		23.9000	-3,231	-77		310,690
2012-07-12	2012-07-12	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	M - Exercise	D		6.1700	3,231	20		313,921
2012-07-12	2012-07-11	4	TAUSSIG TIMOTHY T	EPHC	Employee Stock Options (Right to Buy)	M - Exercise	D	6.17		-4,478		12,392
2012-07-12	2012-07-11	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	S - Sale	D		24.0000	-4,478	-107		310,690
2012-07-12	2012-07-11	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	M - Exercise	D		6.1700	4,478	28		315,168
2012-07-12	2012-07-10	4	TAUSSIG TIMOTHY T	EPHC	Employee Stock Options (Right to Buy)	M - Exercise	D	6.17		-24,368		16,870
2012-07-12	2012-07-10	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	S - Sale	D		24.0500	-24,368	-586		310,690
2012-07-12	2012-07-10	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	M - Exercise	D		6.1700	24,368	150		335,058
2012-07-12	2012-07-11	4	TESSLER ALLAN R	EPHC	Common Stock	S - Sale	D		24.0000	-500	-12		301,641
2012-07-12	2012-07-11	4	TESSLER ALLAN R ART/FGT Family Partners Ltd.	EPHC	Common Stock	S - Sale	I		24.0000	-500	-12		301,641
2012-07-09	2012-07-06	4	PRIEST WILLIAM W	EPHC	Employee Stock Options (Right to Buy)	M - Exercise	D	6.17		-3,615		0
2012-07-09	2012-07-06	4	PRIEST WILLIAM W	EPHC	Common Stock	S - Sale	D		24.0000	-3,615	-87		1,575,284
2012-07-09	2012-07-06	4	PRIEST WILLIAM W	EPHC	Common Stock	M - Exercise	D		6.1700	3,615	22		1,578,899
2012-07-09	2012-07-05	4	PRIEST WILLIAM W By Spouse	EPHC	Common Stock	S - Sale	I		24.5000	-5,315	-130		534,685
2012-07-03	2012-07-02	4	FLAHERTY PETER A	EPHC	Common Stock	A - Award	D		22.4700	3,561	80		77,980
2012-07-03	2012-07-02	4	CECIL JOHN L	EPHC	Common Stock	A - Award	D		22.4700	3,561	80		18,129
2012-07-03	2012-07-02	4	BERENSON JEFFREY L	EPHC	Common Stock	A - Award	D		22.4700	2,671	60		1,669,411
2012-07-03	2012-07-02	4	ARZAC ENRIQUE R	EPHC	Common Stock	A - Award	D		22.4700	3,561	80		63,024
2012-07-03	2012-07-02	4	TESSLER ALLAN R	EPHC	Common Stock	A - Award	D		22.4700	2,671	60		258,824
2012-06-20	2012-06-20	4	PRIEST WILLIAM W	EPHC	Common Stock	G - Gift	D			-2,200			1,575,284
2012-05-24	2012-05-22	4	PRIEST WILLIAM W	EPHC	Employee Stock Options (Right to Buy)	M - Exercise	D	6.17		-11,437		3,615
2012-05-24	2012-05-22	4	PRIEST WILLIAM W	EPHC	Common Stock	S - Sale	D		24.1300	-11,437	-276		1,577,484
2012-05-24	2012-05-22	4	PRIEST WILLIAM W	EPHC	Common Stock	M - Exercise	D		6.1700	11,437	71		1,588,921
2012-05-21	2012-05-18	4	PRIEST WILLIAM W	EPHC	Employee Stock Options (Right to Buy)	M - Exercise	D	6.17		-20,000		15,052
2012-05-21	2012-05-18	4	PRIEST WILLIAM W	EPHC	Common Stock	S - Sale	D		24.0500	-20,000	-481		1,577,484
2012-05-21	2012-05-18	4	PRIEST WILLIAM W	EPHC	Common Stock	M - Exercise	D		6.1700	20,000	123		1,597,484
2012-04-19	2012-04-19	4	PRIEST WILLIAM W By Family Trust	EPHC	Common Stock	G - Gift	I			-100,000			240,683
2012-03-19	2012-03-15	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	J - Other	D			122,688			310,690
2012-03-19	2012-03-15	4	TAUSSIG TIMOTHY T By GRAT No. 3	EPHC	Common Stock	J - Other	I			-122,688			327,312
2012-02-21	2012-02-21	4	BORAK ADAM	EPHC	Common Stock	F - Taxes	D		24.6700	-3,706	-91		66,882
2012-02-21	2012-02-21	4	PEARL DAVID N	EPHC	Common Stock	F - Taxes	D		24.6700	-9,763	-241		297,099
2012-02-21	2012-02-21	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	F - Taxes	D		24.6700	-10,372	-256		188,002
2012-02-21	2012-02-21	4	PRIEST WILLIAM W	EPHC	Common Stock	F - Taxes	D		24.6700	-10,326	-255		1,577,484
2012-02-17	2012-02-15	4	BORAK ADAM	EPHC	Common Stock	A - Award	D		25.1700	10,726	270		70,588
2012-02-17	2012-02-15	4	PEARL DAVID N	EPHC	Common Stock	A - Award	D		25.1700	28,601	720		306,862
2012-02-17	2012-02-15	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	A - Award	D		25.1700	28,601	720		198,374
2012-02-17	2012-02-15	4	PRIEST WILLIAM W	EPHC	Common Stock	A - Award	D		25.1700	31,779	800		1,587,810
2012-02-10	2012-02-09	4	PRIEST WILLIAM W By Spouse	EPHC	Common Stock	G - Gift	I			500,000			540,000
2012-02-10	2012-02-09	4	PRIEST WILLIAM W	EPHC	Common Stock	G - Gift	D			-500,000			1,556,031
2012-02-03	2012-02-03	4	TAUSSIG TIMOTHY T	EPHC	Common Stock	F - Taxes	D		23.8100	-3,541	-84		169,773
2012-02-03	2012-02-03	4	PEARL DAVID N	EPHC	Common Stock	F - Taxes	D		23.8100	-3,196	-76		278,261
2012-02-03	2012-02-03	4	BORAK ADAM	EPHC	Common Stock	F - Taxes	D		23.8100	-4,021	-96		59,862
2012-02-03	2012-02-03	4	PRIEST WILLIAM W	EPHC	Common Stock	F - Taxes	D		23.8100	-3,370	-80		2,056,031

Open market or private purchase of non-derivative or derivative security

Open market or private sale of non-derivative or derivative security

Grant, award, or other acquisition of securities from the company (such as an option)

Conversion of derivative

Sale or transfer of securities back to the company

Payment of exercise price or tax liability using portion of securities received from the company

Gift of securities by or to the insider

Equity swaps and similar hedging transactions

Exercise or conversion of derivative security received from the company (such as an option)

A transaction voluntarily reported on Form 4

Other (accompanied by a footnote describing the transaction)

EPHC / Epoch Holding Corp - Insider Trading and Ownership Report - SEC Form 3, 4, 5