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Helms Lloyd W Jr: insider trades

Officer at EOG Resources. No open-market purchases and 17 sales not made under a pre-set plan, reported from September 27, 2013 to May 13, 2024.

What happened after Helms Lloyd W Jr’s sales?

After their sales, the shares moved −3.0% against the index over 12 months on average (a negative figure means selling was the right call); 82% trailed it.

With 296 insiders tested, some will look skilled or unskilled by chance alone: when we replaced each insider’s stocks with random companies bought on the same days, about 5.7 cleared the bar ahead and 23.3 behind. One record on its own proves little.

Trade by trade

MeasuredTrades countedAverage vs S&P 500MedianWent the right wayYearst-statisticp-valueEvidence
Purchases, 3 months after the report 0 — — — — — — Not enough years
Purchases, 6 months after the report 0 — — — — — — Not enough years
Purchases, 12 months after the report 0 — — — — — — Not enough years
Purchases, 12 months after the trade 0 — — — — — — Not enough years
Sales, 3 months after the report 17 +1.0% −4.7% 59% 9 −0.14 0.89 No reliable evidence
Sales, 12 months after the report 17 −3.0% −9.1% 82% 9 −0.38 0.72 No reliable evidence
Sales, 12 months after the trade 17 −3.6% −8.9% 82% 9 −0.45 0.66 No reliable evidence

“Average vs S&P 500” is the stock’s return including dividends minus the index’s over the same dates, from the close on the first trading day after the report, or from the close on the trade date. Only windows that have finished are counted. For sales, a negative figure means the stock lagged after it was sold, so selling was the right call (green). “Went the right way” is the share of purchases that beat the index, or of sales that trailed it. The t-statistic uses one average per year of reports, because one person’s trades bunch into the same stock and weeks, and needs trades in at least four different years; the p-value comes from the t distribution with that number of years (with four years, a t of 2 has p = 0.14). “Some evidence” means p under 5%, “strong evidence” p under 1% over at least six years.

Companies traded

CompanyTitle on the latest filingPurchasesSalesFirst reportLatest report
EOG Resources EOG President017September 27, 2013May 13, 2024

Trades and what followed

Moves are against the S&P 500; green means the trade went the insider’s way.

ReportedTradedCompanyTradeValue3 months after report12 months after report12 months after trade
May 13, 2024May 9, 2024 EOG Sale $168,830 −5.8%−23.0%−22.2%
August 16, 2023August 15, 2023 EOG Sale $595,089 −8.0%−27.1%−23.3%
June 8, 2023June 7, 2023 EOG Sale $579,350 +8.0%−17.4%−19.4%
May 10, 2023May 8, 2023 EOG Sale $891,684 +12.0%−6.3%−8.9%
December 1, 2022November 30, 2022 EOG Sale $772,874 −11.7%−22.0%−23.1%
November 8, 2022November 7, 2022 EOG Sale $397,341 −11.7%−27.5%−29.8%
November 12, 2021November 10, 2021 EOG Sale $140,458 +26.9%+85.4%+77.8%
March 15, 2021March 12, 2021 EOG Sale $644,483 +14.3%+63.2%+56.9%
November 8, 2017November 7, 2017 EOG Sale $1,696,000 −4.7%−8.2%−7.1%
August 15, 2017August 14, 2017 EOG Sale $352,881 +15.9%+20.1%+23.5%
December 1, 2016November 30, 2016 EOG Sale $514,701 −12.4%−24.6%−22.2%
July 11, 2016July 8, 2016 EOG Sale $398,874 +13.4%−8.7%−6.9%
June 9, 2016June 8, 2016 EOG Sale $418,814 +11.8%−7.3%−13.2%
June 10, 2015June 9, 2015 EOG Sale $447,726 −6.7%−10.6%−7.4%
May 20, 2015May 19, 2015 EOG Sale $728,000 −12.0%−9.1%−8.4%
May 15, 2014May 14, 2014 EOG Sale $1,053,416 −1.0%−25.4%−26.5%
September 27, 2013September 25, 2013 EOG Sale $215,451 −11.0%−2.0%−0.8%

Open-market purchases and sales of at least $10,000 in companies we cover, from SEC Form 4 filings; sales made under a pre-set Rule 10b5-1 plan are not shown. “Not yet” means the window has not finished or the share price was under $5 at entry. These are the shares’ moves after each trade: they say nothing about why Helms Lloyd W Jr traded and do not suggest the use of non-public information. How every insider compares · the insider trading backtest.