Roger Ballou

Track

Insider profile

Currently holds positions in Univest Financial Corp, R C M Technologies Inc and Bread Financial Holdings, Inc.

Performance

Overall performance
3.8
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -2% 8.2% 15.1%
Success rate 77% 68% 82%
Transactions
24 21% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 572%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Independent Director Univest Financial Corp July 1, 2016 -
Lead Independent Director R C M Technologies Inc June 1, 2018 -
Non-Executive Independent Chairman of the Board Bread Financial Holdings, Inc. June 2, 2020 -
Independent Director Bread Financial Holdings, Inc. Feb. 1, 2001 - June 2, 2020
Independent Director R C M Technologies Inc Dec. 5, 2013 - June 1, 2018
Roger Ballou's trades of Bread Financial Holdings, Inc.'s stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Proposed sale
Price
18.51
Quantity 7,685
Value US$142,249
Transaction date
Sale
Price
27.61
Quantity 2,268 -100.0%
Value US$62,626
Transaction date
Sale
Price
27.61
Quantity 7,803 -100.0%
Value US$215,463
Transaction date
Sale
Price
17.80
Quantity 300 -0.2%
Value US$5,340
Transaction date
Purchase
Price
34.09
Quantity 2,932 +67.9%
Value US$99,945
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-05-21 2026-05-21
PrS Proposed sale
23,208
173.66
US$587,170 		23,208 173.66 US$587,170
2026-05-21 2026-05-21
PrS Proposed sale
52,628
15.90
US$4,945,694 		52,628 15.90 US$4,945,694
2026-04-27 2026-04-24
S Sale
67,038 -4.5%
380.41
US$2,219,916 		67,038 -4.5% 380.41 US$2,219,916
2026-04-24 2026-04-24
PrS Proposed sale
9,687
90.32
US$874,931 		9,687 90.32 US$874,931
2023-08-01 2023-07-31
B Purchase
2,400 +7.4%
41.78
US$100,272 		2,400 +7.4% 41.78 US$100,272
2023-06-26 2023-06-26
PrS Proposed sale
7,685
18.51
US$142,249 		7,685 18.51 US$142,249
2022-12-16 2022-12-14
S Sale
7,674 -7.2%
14.95
US$114,726 		7,674 -7.2% 14.95 US$114,726
2022-12-05 2022-12-01
S Sale
9,800 -8.4%
15.26
US$149,548 		9,800 -8.4% 15.26 US$149,548
2022-11-30 2022-11-29
S Sale
1,400 -1.2%
15.02
US$21,028 		1,400 -1.2% 15.02 US$21,028
2022-11-30 2022-11-28
S Sale
6,433 -5.2%
15.34
US$98,682 		6,433 -5.2% 15.34 US$98,682
2022-11-23 2022-11-22
S Sale
2,000 -1.6%
15.28
US$30,560 		2,000 -1.6% 15.28 US$30,560
2022-11-18 2022-11-18
S Sale
11,458 -8.3%
15.71
US$180,005 		11,458 -8.3% 15.71 US$180,005
2022-11-18 2022-11-17
S Sale
3,132 -2.2%
15.62
US$48,922 		3,132 -2.2% 15.62 US$48,922
2022-11-18 2022-11-16
S Sale
5,600 -3.8%
15.89
US$88,984 		5,600 -3.8% 15.89 US$88,984
2022-11-16 2022-11-15
S Sale
13,300 -8.3%
15.79
US$210,007 		13,300 -8.3% 15.79 US$210,007
2022-11-16 2022-11-14
S Sale
11,087 -6.5%
15.83
US$175,507 		11,087 -6.5% 15.83 US$175,507
2022-11-16 2022-11-14
S Sale
12,113 -6.6%
16.02
US$194,050 		12,113 -6.6% 16.02 US$194,050
2022-11-10 2022-11-09
S Sale
2,268 -100.0%
27.61
US$62,626 		2,268 -100.0% 27.61 US$62,626
2022-11-10 2022-11-09
S Sale
7,803 -100.0%
27.61
US$215,463 		7,803 -100.0% 27.61 US$215,463
2022-11-10 2022-11-09
S Sale
4,608 -32.1%
27.61
US$127,240 		4,608 -32.1% 27.61 US$127,240
2022-08-18 2022-08-17
S Sale
300 -0.2%
17.80
US$5,340 		300 -0.2% 17.80 US$5,340
2022-08-09 2022-08-08
B Purchase
2,550 +10.2%
39.11
US$99,738 		2,550 +10.2% 39.11 US$99,738
2022-05-11 2022-05-09
S Sale
40,000 -17.9%
18.14
US$725,600 		40,000 -17.9% 18.14 US$725,600
2022-05-05 2022-05-05
B Purchase
6,480 +61.4%
10.16
US$65,858 		6,480 +61.4% 10.16 US$65,858
2021-11-15 2021-11-11
B Purchase
2,932 +67.9%
34.09
US$99,945 		2,932 +67.9% 34.09 US$99,945
2021-11-03 2021-11-01
S Sale
9,913 -43.4%
29.67
US$294,091 		9,913 -43.4% 29.67 US$294,091
2021-03-15 2021-03-12
S Sale
10,000 -42.4%
29.26
US$292,608 		10,000 -42.4% 29.26 US$292,608
2020-06-02 2020-06-02
B Purchase
100,000 +112.5%
1.20
US$120,000 		100,000 +112.5% 1.20 US$120,000
2020-03-23 2020-03-23
B Purchase
2,300 +16.1%
29.34
US$67,491 		2,300 +16.1% 29.34 US$67,491
2020-03-23 2020-03-23
B Purchase
1,200 +9.2%
28.75
US$34,505 		1,200 +9.2% 28.75 US$34,505