| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
Chief Executive Officer | Executive Vice President/ COO
1 company
James R Heslop II last filed a Form 4 in July 2023, as Chief Executive Officer at MBCN. James R Heslop II's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Our model assigns James R Heslop II a middling insider score of 69/100, based on 11 past trades. Over a 12-month horizon, 63.6% of those trades were profitable, with an average 12-month return of +5.2%.
At the last filing, the largest reported position was 33,458 shares of MBCN. Net of sales, the MBCN filings show accumulation of 5,221 shares.
James R Heslop II has 49 Form 4 filings on record from March 2015 to July 2023, all as Chief Executive Officer at Middlefield Banc (MBCN), 2015–2023.
The 57 reported transactions were 18 open-market purchases, 16 stock awards, 12 option exercises and 6 option or other derivative awards, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 17 purchases worth about $127K and no sales.
The largest open-market purchase was 577 shares of MBCN at an average $22.56 on May 16, 2023, about $13K. Twelve months later MBCN was up 4%.
Shares as reported in the last Form 4 for each company; the most recent is from July 2023. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| May 16, 2023 | MBCN Middlefield Banc Corp | Chief Executive Officer | Buy | 577 | $22.56 | $13,017.12 | +17.7% | +29.5% | +4.2% | |
| May 12, 2023 | MBCN Middlefield Banc Corp | Chief Executive Officer | Buy | 423 | $22.43 | $9,487.80 | +14.9% | +26.0% | -0.8% | |
| Apr 27, 2023 | MBCN Middlefield Banc Corp | Chief Executive Officer | Buy | 400 | $27.26 | $10,904.00 | +1.2% | +7.1% | -18.8% | |
| Mar 16, 2023 | MBCN Middlefield Banc Corp | Chief Executive Officer | Buy | 300 | $26.79 | $8,038.02 | +0.9% | -1.7% | -11.6% | |
| Nov 22, 2022 | MBCN Middlefield Banc Corp | Chief Executive Officer | Buy | 200 | $29.67 | $5,933.82 | +7.6% | -2.2% | -1.4% | |
| Jun 9, 2022 | MBCN Middlefield Banc Corp | Chief Executive Officer | Buy | 492 | $25.00 | $12,300.00 | +22.9% | +7.0% | +10.6% | |
| Jun 8, 2022 | MBCN Middlefield Banc Corp | Chief Executive Officer | Buy | 4 | $25.00 | $100.00 | +0.2% | +6.9% | +16.4% | |
| Jun 3, 2022 | MBCN Middlefield Banc Corp | Chief Executive Officer | Buy | 4 | $25.00 | $100.00 | - | +7.5% | +8.4% | |
| Dec 3, 2021 | MBCN Middlefield Banc Corp | Executive Vice President/ COO | Buy | 300 | $25.25 | $7,575.00 | +16.3% | +1.9% | +17.5% | |
| Sep 9, 2021 | MBCN Middlefield Banc Corp | Executive Vice President/ COO | Buy | 300 | $23.65 | $7,095.00 | +19.5% | +6.6% | +19.9% |