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Company Analysis

CNL Insider Trading

CNL | Market Equity

Comprehensive Trading Performance Summary

The investment history of corporate insiders at CNL 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, %
2010-03-08 19:13 2010-03-05 KING ELTON R Director OPT+S $25.83 17,500 $451,955 38,391 0.0%
2010-03-03 18:39 2010-03-02 SCOTT PETER M III Director BUY $25.68 2,000 $51,360 4,149 +93.1%
2009-07-21 00:03 2009-07-20 Johnson William Keith Jr. Officer - Acting VP - Cleco Midstream OPT+S $22.55 12,412 $279,919 13,480 0.0%
2009-07-17 23:34 2009-07-15 Johnson William Keith Jr. Officer - Acting VP - Cleco Midstream OPT+S $22.50 10,000 $225,000 12,892 0.0%
2009-03-27 01:13 2009-03-26 HALL JEFFREY W Officer - Sr Vice President OPT+S $22.78 20,000 $455,600 38,871 0.0%
2009-03-20 21:59 2009-03-20 BAUSEWINE GEORGE W Officer - Sr Vice President OPT+S $22.00 6,000 $132,000 42,314 0.0%
2009-03-06 18:25 2009-03-04 CARTER STEPHEN M Officer - Vice President SELL $20.51 3,484 $71,457 22,500 -13.4%
2009-03-04 17:12 2009-03-03 Olagues Darren J Officer - Sr Vice President BUY $19.98 500 $9,990 15,192 +3.4%
2009-03-03 22:38 2009-03-03 Olagues Darren J Officer - Sr Vice President BUY $19.96 500 $9,980 14,692 +3.5%
2008-05-29 23:22 2008-05-28 NOLEN KATHLEEN F Officer - Sr VP - CFO OPT+S $25.06 15,667 $392,612 39,245 0.0%
2008-03-31 23:56 2008-03-31 CADORIA SHERIAN G Director OPT+S $22.17 4,233 $93,837 2,767 0.0%
2008-03-28 22:09 2008-03-28 JAMES F BEN JR Director OPT+S $22.00 3,334 $73,335 20,503 0.0%
2008-03-10 15:43 2008-03-07 SAMIL DILEK Officer - President & COO - Cleco Power BUY $0.00 1,000 $0 60,807 +1.7%
2008-03-03 20:03 2008-02-29 Olagues Darren J Officer - Senior Vice President BUY $0.00 1,094 $0 8,868 +14.1%
2007-11-29 19:22 2007-11-28 HALL JEFFREY W Officer - Senior Vice President OPT+S $28.00 7,000 $196,000 31,674 0.0%
2007-09-05 22:47 2007-09-04 CHARLTON SAMUEL H III Officer - FORMER Senior Vice President OPT+S $23.21 43,000 $998,232 41,886 0.0%
2007-05-22 22:25 2007-05-21 Crump Keith D Officer - Vice President OPT+S $28.41 12,400 $352,334 14,032 0.0%
2007-05-22 22:22 2007-05-21 Bunting Anthony L Officer - Vice President OPT+S $28.35 2,125 $60,235 17,342 0.0%
2007-05-10 22:22 2007-05-09 FONTENOT WILLIAM G Officer - Vice President OPT+S $28.25 66,000 $1,864,500 33,460 0.0%
2007-05-10 22:19 2007-05-07 DAVIS R RUSSELL Officer - VP-Controller & CAO OPT+S $28.53 15,093 $430,596 24,720 0.0%
2007-05-08 20:16 2007-05-07 WESTBROOK W L Director OPT+S $28.49 6,750 $192,281 21,626 0.0%
2007-05-08 17:43 2007-05-07 DAVIS R RUSSELL Officer - VP-Controller & CAO OPT+S $28.53 15,075 $430,082 24,738 0.0%
2007-05-08 17:47 2007-05-07 NOLEN KATHLEEN F Officer - Sr Vice Pres - CFO & Treasurer OPT+S $28.48 4,705 $133,998 33,097 0.0%
2007-05-08 17:45 2007-05-07 MILLER JUDY P Officer - Corporate Secretary OPT+S $28.59 14,000 $400,327 12,606 0.0%
2007-05-08 19:06 2007-05-07 GARRETT J PATRICK Director OPT+S $28.59 20,834 $595,709 66,672 0.0%
2007-05-08 20:35 2007-05-08 JAMES F BEN JR Director OPT+S $28.32 3,000 $84,960 18,363 0.0%
2006-12-13 17:29 2006-12-12 CHADWICK R ONEAL JR Officer - FORMER Sr VP & General Counsel OPT+S $0.00 5,167 $0 17,157 0.0%
2006-12-04 20:28 2006-12-01 CARTER STEPHEN M Officer - Vice President SELL $25.22 1,283 $32,353 12,648 -9.2%
2006-11-06 23:19 2006-03-17 SEGURA MARK H Officer - FORMER Vice President OPT+S $0.00 9,400 $0 21,554 0.0%
2006-03-07 00:02 2006-03-06 RATCLIFF ROBERT T Director BUY $22.09 59 $1,303 13,217 +0.4%
2005-12-05 19:12 2005-12-02 HALL JEFFREY W Officer - Vice President SELL $21.98 1,496 $32,878 16,939 -8.1%
2005-11-23 01:38 2005-11-22 RATCLIFF ROBERT T Director BUY $22.32 38 $848 10,757 +0.4%
2005-08-22 17:29 2005-08-19 CARTER STEPHEN M Officer - Vice President SELL $22.51 151 $3,406 8,486 -1.8%
2005-08-22 17:26 2005-08-19 EPPLER DAVID M Officer - President & CEO (retired) SELL $22.51 8,996 $202,455 60,829 -12.9%
2005-08-18 00:50 2005-08-17 MARKS WILLIAM L Director BUY $22.25 803 $17,865 17,092 +4.9%
2005-08-18 00:23 2005-08-17 RATCLIFF ROBERT T Director BUY $22.56 37 $835 10,614 +0.3%
2005-06-08 17:56 2005-06-07 SEGURA MARK H Officer - Vice President SELL $21.10 1,000 $21,103 15,657 -6.0%
2005-06-03 01:58 2005-06-02 RATCLIFF ROBERT T Director BUY $21.06 138 $2,906 10,410 +1.3%
2005-04-05 17:49 2005-04-04 CHADWICK R ONEAL JR Officer - Sr. Vice President OPT+S $21.13 3,080 $65,080 15,161 0.0%
2005-03-31 00:14 2005-03-29 HALL JEFFREY W Officer - Vice President SELL $21.09 3,623 $76,391 14,298 -20.2%
2005-03-31 00:12 2005-03-30 POWELL CATHERINE C Officer - Sr. Vice President OPT+S $21.09 45,600 $961,704 32,328 0.0%
2005-03-29 22:24 2005-03-28 EPPLER DAVID M Director, Officer - President & CEO SELL $21.09 11,490 $242,359 69,591 -14.2%
2004-11-22 21:41 2004-11-19 RATCLIFF ROBERT T Director BUY $19.20 23 $442 7,686 +0.3%
2004-11-17 02:08 2004-11-16 RATCLIFF ROBERT T Director BUY $19.42 77 $1,495 7,598 +1.0%
2004-11-10 23:23 2004-11-10 EPPLER DAVID M Director, Officer - President & CEO SELL $18.60 15,000 $279,000 79,571 -15.9%
2004-04-05 18:15 2004-04-01 GARRETT J PATRICK Director BUY $18.99 527 $10,000 53,122 +1.0%
2004-04-03 01:26 2004-04-02 FONTENOT WILLIAM G Other SELL $18.83 2,395 $45,088 17,635 -12.0%
2004-03-26 18:02 2004-03-25 SEGURA MARK H Officer - Vice President SELL $18.61 1,000 $18,610 22,771 -4.2%
2004-03-05 01:05 2004-02-18 BEAR STEARNS & CO INC /NY/ 10% owner SELL $19.45 2,252,800 $43,815,383 4,501,500 -33.4%
2004-03-05 01:04 2004-02-06 BEAR STEARNS & CO INC /NY/ 10% owner SELL $18.67 5,000 $93,348 6,754,300 -0.1%
SHOW ENTRIES

How to Interpret $CNL Trades

Not every insider transaction in CNL is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $CNL 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 CNL

Insider activity data for CNL 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 $CNL, 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.