HQH Insider Trading - Abrdn Healthcare Investors

Insider Shares	202,938 shares
Total Insiders	16

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)

0 ( )

6373 out of 11305

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)

0.000 %( )

6302 out of 11224

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

Abrdn Healthcare Investors 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	Shares Owned	Split Adjusted
Michael W Bonney Director - [D]	1,860	1,860
Jeffrey Allen Bailey Director - [D]	490	490
Rose DiMartino Director - [D]	1,000	1,000
Timothy L Gasperoni -	862	862
Kathleen Goetz Director - [D]	1,080	1,080

Insider	Shares Owned	Split Adjusted
Alan R Goodson Vice President - [O]	170	170
Thomas M Kent Director - [D]	1,100	1,100
Bill Maher Director - [D]	1,000	1,000
Elizabeth G Nabel Director - [D]	4,834	4,834
Rebecca Suzanne Nichols -	0	0

Insider	Shares Owned	Split Adjusted
Daniel R Omstead President, Director - [D] [O]	178,269	178,269
Oleg M Pohotsky Director - [D]	309	309
William S Reardon Director - [D]	1,470	1,470
Uwe E Reinhardt Director - [D]	2,982	2,982
Todd Reit Director - [D]	1,000	1,000
Lucinda H Stebbins Director - [D]	6,513	6,513

Report errors via our new Insider Auditing Tool

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 HQH / Abrdn Healthcare Investors. 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 (%)
2024-07-16	DiMartino Rose	1,000	18.8800	1,000	18.8800	18,880	36	19.6700	790	4.18
2024-04-09	Goetz Kathleen	525	16.4236	525	16.4236	8,622
2024-01-02	Reit Todd	1,000	16.9290	1,000	16.9290	16,929
2023-12-28	Maher Bill	1,000	16.5800	1,000	16.5800	16,580
2023-12-21	Goodson Alan R	170	16.1300	170	16.1300	2,742
2023-09-25	OMSTEAD DANIEL R	9,500	15.6332	9,500	15.6332	148,515
2023-09-20	OMSTEAD DANIEL R	9,500	15.8767	9,500	15.8767	150,829
2022-03-23	Goetz Kathleen	74	20.4158	74	20.4158	1,501
2022-01-26	Goetz Kathleen	481	21.5150	481	21.5150	10,349

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

HQH / Abrdn Healthcare Investors 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 HQH / Abrdn Healthcare Investors. 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	Price at Min	Max Loss Avoided ($)	Max Loss Avoided (%)
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.

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
2024-07-18	2024-07-16	4	DiMartino Rose	HQH	Common Stock	P - Purchase	D		18.8800	1,000	19		1,000
2024-06-18		3	Nichols Rebecca Suzanne	HQH	Common Shares		D						0
2024-04-12	2024-04-09	4	Goetz Kathleen	HQH	Common Stock	P - Purchase	D		16.4236	525	9		1,080
2024-01-09	2023-12-21	4	Goodson Alan R	HQH	Common stock	P - Purchase	D		16.1300	170	3		170
2024-01-04	2024-01-02	4	Reit Todd	HQH	Common Stock	P - Purchase	D		16.9290	1,000	17		1,000
2024-01-02	2023-12-28	4	Maher Bill	HQH	Common Stock	P - Purchase	D		16.5800	1,000	17		1,000
2023-09-25	2023-09-25	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	P - Purchase	D		15.6332	9,500	149		178,269
2023-09-20	2023-09-20	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	P - Purchase	D		15.8767	9,500	151		168,769
2022-03-24	2022-03-23	4	Goetz Kathleen	HQH	Shares of Beneficial Interest	P - Purchase	D		20.4158	74	2		555
2022-01-27	2022-01-26	4	Goetz Kathleen	HQH	Shares of Beneficial Interest	P - Purchase	D		21.5150	481	10		481
2020-10-26	2020-10-26	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	P - Purchase	D		20.5277	5,200	107		125,411
2020-10-21	2020-10-21	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	P - Purchase	D		20.6787	5,050	104		120,211
2020-09-23	2020-09-23	4	Bailey Jeffrey Allen	HQH	Shares of Beneficial Interest	P - Purchase	D		20.3900	490	10		490
2020-05-22	2020-05-21	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	P - Purchase	D		21.0108	5,000	105		110,357
2020-03-17	2020-03-17	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	P - Purchase	D		16.2370	6,800	110		102,319
2018-12-26	2018-12-26	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	P - Purchase	D		17.1382	6,300	108		85,406
2018-12-19		3	NABEL ELIZABETH G	HQH	Shares of Beneficial Interest		D						4,834
2018-12-19		3	NABEL ELIZABETH G	HQH	Shares of Beneficial Interest		D						4,834
2018-12-19		3	NABEL ELIZABETH G	HQH	Shares of Beneficial Interest		D						4,834
2018-10-25	2018-10-25	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	P - Purchase	D		20.4262	5,500	112		79,106
2018-10-17	2018-10-17	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	P - Purchase	D		21.7760	3,882	85		73,606
2018-01-29	2018-01-25	4	Kent Thomas M	HQH	Shares of Beneficial Interest	P - Purchase	D		24.1862	1,100	27		1,100
2016-01-07	2016-01-06	4	Gasperoni Timothy L	HQH	Shares of Beneficial Interest	P - Purchase	D		28.9770	862	25		862
2015-06-29	2015-06-29	4	STEBBINS LUCINDA H	HQH	Shares of Beneficial Interest	P - Purchase	D		35.7400	-2,000	-71		6,513
2014-07-11	2014-06-24	4	REINHARDT UWE E	HQH	Subscription Rights	X - Other	D	25.04		-2,235		0
2014-07-11	2014-06-24	4	REINHARDT UWE E	HQH	Shares of Beneficial Interest	X - Other	D		25.0370	745	19		2,982
2014-07-01	2014-06-24	4	OMSTEAD DANIEL R	HQH	Subscription Rights	X - Other	D	25.04		-35,832		0
2014-07-01	2014-06-24	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	X - Other	D		25.0370	11,944	299		47,780
2014-06-30	2014-06-24	4	BONNEY MICHAEL W	HQH	Subscription Rights	X - Other	D	25.04		-1,606		0
2014-06-30	2014-06-24	4	BONNEY MICHAEL W	HQH	Shares of Beneficial Interest	X - Other	D		25.0370	1,102	28		1,860
2014-06-30	2014-06-24	4	POHOTSKY OLEG M	HQH	Subscription Rights	X - Other	D	25.04		-231		0
2014-06-30	2014-06-24	4	POHOTSKY OLEG M	HQH	Shares of Beneficial Interest	X - Other	D		25.0370	77	2		309
2014-06-30	2014-06-24	4	REARDON WILLIAM S	HQH	Subscription Rights	X - Other	D	25.04		-1,226		0
2014-06-30	2014-06-24	4	REARDON WILLIAM S	HQH	Shares of Beneficial Interest	X - Other	D		25.0370	742	19		1,470
2014-06-30	2014-06-24	4	STEBBINS LUCINDA H	HQH	Subscription Rights	X - Other	D	25.04		-4,200		0
2014-06-30	2014-06-24	4	STEBBINS LUCINDA H	HQH	Shares of Beneficial Interest	X - Other	D		25.0370	1,400	35		8,513
2013-06-04	2013-06-04	4	OMSTEAD DANIEL R	HQH	Shares of Beneficial Interest	P - Purchase	D		21.4525	5,000	107		33,326
2012-03-21	2012-03-19	4	POHOTSKY OLEG M	HQH	Shares of beneficial interest	P - Purchase	D		15.9999	200	3		200
2012-03-12	2012-03-09	4	BONNEY MICHAEL W	HQH	Shares of Beneficial Interest	P - Purchase	D		15.7966	650	10		650
2012-03-12	2012-03-09	4	REARDON WILLIAM S	HQH	Shares of Beneficial Interest	P - Purchase	D		15.8551	646	10		646

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)

HQH / Abrdn Healthcare Investors - Insider Trading and Ownership Report - SEC Form 3, 4, 5