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Company Analysis

HEP Insider Trading

HEP | Market Equity

Comprehensive Trading Performance Summary

The investment history of corporate insiders at HEP 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.

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Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2008-08-02 00:34 2008-07-31 Ridenour P Dean Director BUY $33.05 3,000 $99,141 23,698 +14.5%
2008-03-04 23:21 2008-02-29 HOLLY CORP 10% owner, Other BUY $41.38 220,000 $9,103,600 72,503 +100.0%
2007-12-21 01:11 2007-12-20 Ridenour P Dean Director, Officer - VP & Chief Acctg Officer BUY $42.44 1,000 $42,440 20,698 +5.1%
2007-01-05 01:37 2007-01-02 MCDONNELL STEPHEN J Officer - VP and CFO SELL $40.25 110 $4,428 14,645 -0.7%
2007-01-05 01:36 2007-01-02 TOWNSEND JAMES G Officer - VP-Pipeline Operations SELL $40.25 322 $12,961 4,909 -6.2%
2007-01-05 01:34 2007-01-02 Ridenour P Dean Director, Officer - VP & Chief Acctg Officer SELL $40.25 464 $18,676 15,632 -2.9%
2006-01-07 02:35 2005-11-14 Wise Stephen D Officer - Treasurer BUY $40.65 21 $851 1,439 +1.5%
2005-11-16 01:10 2005-11-14 CLIFTON MATTHEW P Director, Officer - Chairman and CEO BUY $40.97 1,000 $40,970 36,802 +2.8%
2005-08-13 00:00 2005-08-12 DARLING CHARLES M IV Director BUY $44.40 901 $40,004 13,639 +7.1%
2005-07-13 00:22 2005-07-08 HOLLY CORP Other BUY $41.00 70,000 $2,870,000 70,000 +100.0%
2005-03-31 00:12 2005-03-29 Ridenour P Dean Director, Officer - VP & Chief Acctg Officer BUY $38.48 2,000 $76,955 11,721 +20.6%
2005-03-25 02:05 2005-03-23 CLIFTON MATTHEW P Director, Officer - Chairman and CEO BUY $37.04 15,000 $555,600 35,802 +72.1%
2004-11-23 21:34 2004-11-17 DARLING CHARLES M IV Director BUY $26.00 1,538 $39,988 12,738 +13.7%
2004-07-15 23:39 2004-07-13 SURPLUS SCOTT C Officer - VP and Controller BUY $22.25 4,400 $97,900 4,400 +100.0%
2004-07-15 23:38 2004-07-13 SHAW BRUCE R Officer - VP-Corp Development BUY $22.25 400 $8,900 400 +100.0%
2004-07-15 23:35 2004-07-13 PLAKE MARK A Officer - VP-HR & Gov.Affairs BUY $22.25 400 $8,900 400 +100.0%
2004-07-15 23:34 2004-07-13 TOWNSEND JAMES G Officer - VP-Pipeline Operations BUY $22.25 2,000 $44,500 2,000 +100.0%
2004-07-15 23:32 2004-07-13 MCDONNELL STEPHEN J Officer - VP and CFO BUY $22.25 13,000 $289,250 13,000 +100.0%
2004-07-15 23:31 2004-07-13 HICKERSON MARCUS NEALE Officer - VP-Treasury & Investor Relatio BUY $22.25 2,200 $48,950 2,200 +100.0%
2004-07-15 23:29 2004-07-13 CLIFTON MATTHEW P Director, Officer - Chairman and CEO BUY $22.25 13,000 $289,250 13,000 +100.0%
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How to Interpret $HEP Trades

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

Insider activity data for HEP 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 $HEP, 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.