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Company Analysis

BPFH Insider Trading

BPFH | Market Equity

Comprehensive Trading Performance Summary

The investment history of corporate insiders at BPFH provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Market Equity sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2012-07-27 00:19 2012-07-26 Higgins Martha Officer - EVP, Human Capital Resources SELL $9.38 5,000 $46,900 54,490 -8.4%
2012-07-27 00:17 2012-07-25 SINAI ALLEN L Director BUY $9.32 2,000 $18,636 53,029 +3.9%
2012-05-23 03:49 2012-05-21 COLANGELO EUGENE S Director SELL $8.83 2,100 $18,543 111,074 -1.9%
2012-05-04 00:20 2012-05-01 SINAI ALLEN L Director BUY $9.50 1,000 $9,498 49,799 +2.0%
2012-03-13 23:03 2012-03-13 Dawson James D. Officer - EVP, Senior Integration Exec. SELL $10.00 10,000 $100,000 146,873 -6.4%
2012-02-24 00:37 2012-02-22 SINAI ALLEN L Director BUY $9.29 300 $2,787 48,799 +0.6%
2012-02-16 00:04 2012-02-14 SINAI ALLEN L Director BUY $8.94 200 $1,787 47,254 +0.4%
2012-02-14 00:02 2012-02-10 SINAI ALLEN L Director BUY $8.91 400 $3,565 47,054 +0.9%
2012-02-10 03:38 2012-02-07 SINAI ALLEN L Director BUY $9.07 300 $2,722 46,654 +0.6%
2011-12-02 00:10 2011-11-30 Gratrix William A. Other OPT+S $7.42 2,640 $19,583 0 0.0%
2011-12-01 01:12 2011-11-28 SINAI ALLEN L Director BUY $7.33 1,600 $11,730 46,354 +3.6%
2011-11-23 00:52 2011-11-21 SINAI ALLEN L Director BUY $7.19 500 $3,593 45,054 +1.1%
2011-11-17 01:22 2011-11-14 SINAI ALLEN L Director BUY $7.63 600 $4,576 42,774 +1.4%
2011-11-11 00:51 2011-11-10 SINAI ALLEN L Director BUY $7.56 200 $1,511 42,174 +0.5%
2011-11-10 00:26 2011-11-07 SINAI ALLEN L Director BUY $7.79 500 $3,895 41,974 +1.2%
2011-11-05 02:03 2011-11-02 SINAI ALLEN L Director BUY $7.65 400 $3,058 41,474 +1.0%
2011-11-02 00:01 2011-10-31 SINAI ALLEN L Director BUY $7.55 600 $4,531 41,074 +1.5%
2011-08-19 23:26 2011-08-19 SHEA WILLIAM J Director BUY $5.58 10,000 $55,750 128,327 +8.5%
2011-08-19 23:25 2011-08-18 ALEXANDER HERBERT S Director BUY $5.75 3,000 $17,250 98,962 +3.1%
2011-08-15 23:03 2011-08-12 ALEXANDER HERBERT S Director BUY $5.75 2,000 $11,500 92,207 +2.2%
2011-08-13 01:26 2011-08-11 Deutsch Clayton Director, Officer - CEO and President BUY $5.88 10,000 $58,790 679,885 +1.5%
2011-08-13 01:27 2011-08-10 SHEA WILLIAM J Director BUY $5.58 10,000 $55,776 116,450 +9.4%
2011-08-12 00:14 2011-08-09 SHEA WILLIAM J Director BUY $5.72 5,000 $28,621 106,450 +4.9%
2011-08-10 23:41 2011-08-09 Morton John III Director BUY $5.98 10,000 $59,755 36,271 +38.1%
2011-08-02 23:20 2011-08-01 SINAI ALLEN L Director BUY $6.87 1,000 $6,870 38,597 +2.7%
2011-05-26 04:06 2011-05-23 THOMPSON MARK D Officer - CEO - BPFH Private Banking BUY $6.47 7,300 $47,230 375,435 +2.0%
2011-05-26 04:02 2011-05-23 THOMPSON MARK D Officer - CEO - BPFH Private Banking BUY $6.44 38,154 $245,838 368,135 +11.6%
2011-05-02 18:44 2011-04-29 SINAI ALLEN L Director BUY $7.05 1,000 $7,051 33,670 +3.1%
2011-03-03 22:21 2011-02-28 SHEA WILLIAM J Director BUY $7.11 8,300 $58,988 99,741 +9.1%
2011-03-01 19:07 2011-02-28 SHEA WILLIAM J Director BUY $7.09 7,000 $49,662 91,441 +8.3%
2010-11-22 18:57 2010-11-19 ALEXANDER HERBERT S Director BUY $5.25 1,886 $9,902 85,908 +2.2%
2010-11-19 01:15 2010-11-17 ALEXANDER HERBERT S Director BUY $5.25 114 $599 84,022 +0.1%
2010-11-17 17:37 2010-11-16 Deutsch Clayton Director, Officer - CEO and President BUY $5.53 20,000 $110,574 825,840 +2.5%
2010-11-10 22:33 2010-11-08 George L. ALexakos Officer - EVP - Chief Risk Officer BUY $5.53 2,000 $11,058 36,971 +5.7%
2010-11-09 00:28 2010-11-08 Morton John III Director BUY $5.59 10,000 $55,900 19,165 +109.1%
2010-11-05 23:40 2010-11-05 Kaye David J. Officer - Chief Financial Officer BUY $5.61 1,000 $5,610 100,747 +1.0%
2010-11-05 20:14 2010-11-05 Chambers Margaret Officer - EVP, General Counsel BUY $5.60 1,785 $9,996 107,407 +1.7%
2010-11-05 20:16 2010-11-04 SINAI ALLEN L Director BUY $5.49 300 $1,647 29,125 +1.0%
2010-11-03 23:23 2010-11-03 SINAI ALLEN L Director BUY $5.44 300 $1,632 28,825 +1.1%
2010-11-02 22:00 2010-11-02 SINAI ALLEN L Director BUY $5.36 200 $1,072 28,525 +0.7%
2010-08-23 22:41 2010-08-20 SHEA WILLIAM J Director BUY $5.79 15,000 $86,849 80,896 +22.8%
2010-08-19 22:45 2010-08-18 SINAI ALLEN L Director BUY $6.33 300 $1,899 28,325 +1.1%
2010-08-11 21:07 2010-08-09 Deutsch Clayton Director, Officer - CEO and President BUY $6.59 273,501 $1,801,934 805,840 +51.4%
2010-08-10 16:19 2010-08-06 SINAI ALLEN L Director BUY $6.39 300 $1,917 26,238 +1.2%
2010-08-06 18:34 2010-08-06 SINAI ALLEN L Director BUY $6.44 500 $3,220 25,938 +2.0%
2009-11-19 22:37 2009-11-17 George L. ALexakos Officer - EVP - Chief Risk Officer BUY $5.27 1,000 $5,270 8,839 +12.8%
2009-11-14 01:31 2009-11-11 Dawson James D. Officer - CEO - Private Banking BUY $5.18 4,000 $20,700 112,673 +3.7%
2009-11-09 16:22 2009-11-05 Dawson James D. Officer - CEO - Private Banking BUY $4.95 2,000 $9,900 108,473 +1.9%
2009-11-05 20:25 2009-11-04 Dawson James D. Officer - CEO - Private Banking BUY $5.10 2,000 $10,200 106,473 +1.9%
2009-11-05 00:11 2009-11-04 Dawson James D. Officer - CEO - Private Banking BUY $5.25 2,000 $10,500 104,473 +2.0%
SHOW ENTRIES

How to Interpret $BPFH Trades

Not every insider transaction in BPFH is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $BPFH shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for BPFH

Insider activity data for BPFH is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $BPFH, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.