WCRS / Western Capital Resources, Inc. - Insider Trading and Ownership Report - SEC Form 3, 4, 5

Western Capital Resources, Inc.
US ˙ OTCPK

Shares Outstanding 8,142,521 shares
Insider Shares57,253,215 shares
Total Insiders14
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.

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.

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 ( )

1506 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 %( )

1500 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

Western Capital Resources, Inc. 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
Gay A Burke Director - [D] 2,886,823 2,858,241
Berger Lawrence S. Director - [D] 700 693
Angel Donchev Chief Financial Officer - [O] 69,550 69,550
Joseph Anthony Ii Geraci 10% Owner - [10%] 0 0
Insider Avg Profit (%) Shares
Owned
Split
Adjusted
Rich Horner Treasurer - [O] 100,000 99,010
Steve Irlbeck Chief Financial Officer - [O] 200,000 198,020
Kevin Morgan Paul Kuby Director - [D] 0 0
Richard Edward Miller Director - [D] 108,967 108,967
Jack Myers 0
Insider Avg Profit (%) Shares
Owned
Split
Adjusted
Douglas Michael Polinsky 10% Owner - [10%] 0 0
John Quandahl CEO and COO, Director - [D] [O] 30,000 29,703
Thomas H Ripley Director - [D] 0 0
Ellery Roberts Director - [D] 0 0
Wcr, Llc 10% Owner - [10%] 54,427,922 53,889,032

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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 WCRS / Western Capital Resources, 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 Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2021-09-15 Donchev Angel 2,934 7.7851 2,934 7.7851 22,841 49 8.1000 924 4.05
2020-12-09 Donchev Angel 2,000 6.4000 2,000 6.4000 12,800
2020-12-08 Donchev Angel 2,100 6.2000 2,100 6.2000 13,020
2020-12-07 Donchev Angel 300 6.4500 300 6.4500 1,935
2020-12-01 Donchev Angel 901 6.3996 901 6.3996 5,766
2020-09-02 Donchev Angel 2,050 5.8000 2,050 5.8000 11,890
2020-08-20 Donchev Angel 4,150 5.3300 4,150 5.3300 22,120
2020-08-19 Donchev Angel 2,300 5.3400 2,300 5.3400 12,282
2019-09-03 Donchev Angel 10,590 4.1500 10,590 4.1500 43,948

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

WCRS / Western Capital Resources, Inc. 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 WCRS / Western Capital Resources, 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 Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2012-06-13 IRLBECK STEVE 200,000 0.0800 198,020 0.0808 16,000 0 0.0350 -9,069 -56.68
2012-02-15 GERACI JOSEPH ANTHONY II 480,963 0.1500 476,201 0.1515 72,144
2012-02-15 GERACI JOSEPH ANTHONY II 798,000 0.1500 790,099 0.1515 119,700

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

WCRS / Western Capital Resources, Inc. Insider Trades
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 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2021-09-15 2021-09-15 4 Donchev Angel WCRS Common Stock P - Purchase D 7.7851 2,934 23 69,550
2021-01-21 2021-01-08 4/A MILLER RICHARD EDWARD WCRS Common Stock A - Award D 6.7500 16,801 113 108,967
2021-01-12 2021-01-08 4 MILLER RICHARD EDWARD WCRS Common Stock A - Award D 6.7500 16,801 113 105,967
2020-12-09 2020-12-09 4 Donchev Angel WCRS Common Stock P - Purchase D 6.4000 2,000 13 66,616
2020-12-09 2020-12-08 4 Donchev Angel WCRS Common Stock P - Purchase D 6.2000 2,100 13 64,616
2020-12-08 2020-12-07 4 Donchev Angel WCRS Common Stock P - Purchase D 6.4500 300 2 62,516
2020-12-02 2020-12-01 4 Donchev Angel WCRS Common Stock P - Purchase D 6.3996 901 6 62,216
2020-09-02 2020-09-02 4 Donchev Angel By Spouse IRA WCRS Common Stock P - Purchase I 5.8000 2,050 12 2,050
2020-08-21 2020-08-20 4 Donchev Angel WCRS Common Stock P - Purchase D 5.3300 4,150 22 61,315
2020-08-20 2020-08-19 4 Donchev Angel WCRS Common Stock P - Purchase D 5.3400 2,300 12 57,165
2019-09-03 2019-09-03 4 Donchev Angel WCRS Common Stock P - Purchase D 4.1500 10,590 44 54,865
2019-08-27 2019-08-26 4 MILLER RICHARD EDWARD WCRS Common Stock P - Purchase D 4.1500 1,000 4 92,166
2019-08-27 2019-08-21 4 MILLER RICHARD EDWARD WCRS Common Stock P - Purchase D 4.2000 1,000 4 91,166
2019-08-27 2017-11-22 4 MILLER RICHARD EDWARD WCRS Common Stock P - Purchase D 6.1300 1,000 6 90,166
2019-06-17 2019-06-17 4 Donchev Angel WCRS Common Stock P - Purchase D 3.8500 500 2 44,275
2019-06-12 2019-06-12 4 Donchev Angel WCRS Common Stock P - Purchase D 3.8500 500 2 43,775
2019-06-12 2019-06-07 4 Donchev Angel WCRS Common Stock P - Purchase D 3.8500 2 0 43,275
2019-06-06 2019-06-06 4 Donchev Angel WCRS Common Stock P - Purchase D 3.8500 1,000 4 43,273
2019-06-06 2019-06-04 4 Donchev Angel WCRS Common Stock P - Purchase D 3.8500 1,000 4 42,273
2019-06-03 2019-06-03 4 Donchev Angel WCRS Common Stock P - Purchase D 3.8500 1,000 4 41,273
2019-05-21 2019-05-20 4 Donchev Angel WCRS Common Stock P - Purchase D 3.7500 10,000 38 40,273
2018-09-05 2018-08-30 4 Donchev Angel WCRS Common Stock P - Purchase D 4.2500 2,204 9 30,273
2018-09-05 2018-08-27 4 Donchev Angel WCRS Common Stock P - Purchase D 4.2500 2,796 12 28,069
2018-09-05 2018-08-23 4 Donchev Angel WCRS Common Stock P - Purchase D 4.2700 5,154 22 25,273
2018-09-05 2018-08-20 4 Donchev Angel WCRS Common Stock P - Purchase D 4.2700 500 2 20,119
2018-09-05 2018-08-17 4 Donchev Angel WCRS Common Stock P - Purchase D 4.2300 1,200 5 19,619
2018-09-05 2018-08-17 4 Donchev Angel WCRS Common Stock P - Purchase D 4.2500 3,146 13 18,419
2018-05-24 2018-05-24 4 MILLER RICHARD EDWARD WCRS Common Stock P - Purchase D 4.0000 1,801 7 89,166
2018-05-24 2018-05-23 4 MILLER RICHARD EDWARD WCRS Common Stock P - Purchase D 4.0000 600 2 87,365
2018-05-24 2018-05-22 4 MILLER RICHARD EDWARD WCRS Common Stock P - Purchase D 4.0000 599 2 86,765
2018-05-23 2018-05-21 4 MILLER RICHARD EDWARD WCRS Common Stock P - Purchase D 4.0000 1,000 4 86,166
2018-05-23 2018-05-21 4 MILLER RICHARD EDWARD WCRS Common Stock P - Purchase D 4.1800 1,000 4 85,166
2017-08-16 3 Donchev Angel WCRS Common Stock D 30,546
2017-08-16 3 Donchev Angel WCRS Common Stock D 30,546
2016-06-08 2016-06-03 4 Berger Lawrence S. By Spouse as custodian under UTMA/DC for child WCRS Common Stock P - Purchase I 5.2500 700 4 700
2016-06-08 2016-06-03 4 Berger Lawrence S. By Reporting person as custodian under UTMA for child WCRS Common Stock P - Purchase I 5.2400 675 4 675
2016-06-08 2016-06-03 4 Berger Lawrence S. By spouse in IRA accounts WCRS Common Stock P - Purchase I 5.2429 1,400 7 4,600
2016-06-08 2016-06-02 4 Berger Lawrence S. By spouse in IRA accounts WCRS Common Stock P - Purchase I 5.2406 3,200 17 3,200
2016-06-08 2016-06-02 4 Berger Lawrence S. WCRS Common Stock P - Purchase D 5.2500 2,000 10 5,150
2016-06-08 2015-08-11 4 Berger Lawrence S. By Blue Jays Investment 2 LLC WCRS Common Stock J - Other I 7,636 9,923
2016-06-06 2016-06-01 4 QUANDAHL JOHN WCRS Common Stock P - Purchase D 5.0000 20,000 100 30,000
2015-07-14 2015-07-02 4 Berger Lawrence S. By Blue Jays Investment 2 LLC WCRS Common Stock J - Other I 1,521 2,287
2015-07-14 2015-07-01 4 Berger Lawrence S. WCRS Common Stock J - Other D 3,150 3,150
2015-07-13 3 KUBY KEVIN MORGAN PAUL WCRS Common Stock D 0
2015-05-05 2015-04-16 4 BURKE GAY A By BC Alpha Holdings I, LLC WCRS Common Stock J - Other I -100,000 2,886,823
2015-05-05 2015-04-16 4 BURKE GAY A WCRS Common Stock J - Other D 1,008 1,008
2015-05-05 2015-04-16 4 Berger Lawrence S. By Blue Jays Investment 2 LLC WCRS Common Stock J - Other I 766 766
2014-10-14 3 BC ALPHA HOLDINGS I, LLC WCRS Common Stock D 2,986,823
2014-10-14 3 BC ALPHA HOLDINGS I, LLC WCRS Common Stock D 5,973,646
2014-10-14 3 BC ALPHA HOLDINGS I, LLC WCRS Common Stock D 5,973,646
2014-10-14 3 BC ALPHA HOLDINGS I, LLC WCRS Common Stock D 5,973,646
2014-10-14 3 Berger Lawrence S. WCRS Common Stock D 0
2012-12-18 2012-12-10 4 WCR, LLC WCRS Series A Convertible Preferred Stock C - Conversion D 0.00 -9,700,000 0
2012-12-18 2012-12-10 4 WCR, LLC WCRS Common Stock C - Conversion D 9,700,000 54,427,922
2012-12-18 2012-11-20 4 WCR, LLC WCRS Subscription Rights X - Other D 0.10 -43,636,672 0
2012-12-18 2012-11-20 4 WCR, LLC WCRS Common Stock X - Other D 0.1000 43,636,672 4,364 44,727,922
2012-12-18 2012-12-10 4 MILLER RICHARD EDWARD WCRS Series A Convertible Preferred Stock C - Conversion D 0.00 -300,000 0
2012-12-18 2012-12-10 4 MILLER RICHARD EDWARD WCRS Common Stock C - Conversion D 300,000 1,683,336
2012-12-18 2012-11-20 4 MILLER RICHARD EDWARD WCRS Subscription Rights X - Other D 0.10 -1,349,586 0
2012-12-18 2012-11-20 4 MILLER RICHARD EDWARD WCRS Common Stock X - Other D 0.1000 1,349,586 135 1,383,336
2012-09-21 3 Roberts Ellery WCRS Common Stock D 0
2012-06-19 3 Horner Rich WCRS Common Stock D 100,000
2012-06-13 2012-06-13 4 QUANDAHL JOHN WCRS Common Stock P - Purchase D 0.0800 200,000 16 200,000
2012-06-13 2012-06-13 4 IRLBECK STEVE WCRS Common Stock S - Sale D 0.0800 -200,000 -16 200,000
2012-06-13 3 IRLBECK STEVE WCRS Common Stock D 400,000
2012-03-08 3 Ripley Thomas H WCRS Common Stock D 0
2012-02-17 2012-02-15 4 GERACI JOSEPH ANTHONY II By Lantern Advisers, LLC WCRS Common Stock S - Sale I 0.1500 -480,963 -72 0
2012-02-17 2012-02-15 4 GERACI JOSEPH ANTHONY II by Mill City Ventures II, LP WCRS Common Stock S - Sale I 0.1500 -798,000 -120 0
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)
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