Joseph L. Dugan

Joseph L. Dugan is President & VP at CANANDAIGUA NATIONAL CORP (NONE). They have made 13 open-market trades across 2 companies since 2006, most recently 2020-05-06.

CIK 0001259040

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5 open-market purchases totalling $407K since 2011, against 8 sales. Too few scored purchases to measure a record yet.

Current Position

Ticker	Shares	Value
FISI	5,879	$231K
PrivateUnlisted	500	—
Total		$231K

Shares reported on the most recent Form 4, priced at the 2020-05-07 close. 1 holding could not be priced and is excluded from the total.

Grade by Ticker

CFISI

3 trades

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Buy Track Record

Filings5

Only 4 discretionary filings — too few to score

Discretionary filings only. 10b5-1 plan trades, tax withholding and option exercises are excluded, and each column is one row per filing rather than per execution lot.

Sell Track Record

Filings8

No scored decision-sell filings

Decision sells only — a first sale after buying the stock, or a sale by a fund or 10% owner. Ordinary sales by officers and directors show no relationship to what the stock does next, so they are counted but not scored.

Volume by Type

SOpen-Market Sale

$506K

8 filings

POpen-Market Purchase

$407K

5 filings

GGift

$47K

1 filings

Companies

Trade History

13 total

FISIBUY

$56K

2020-05-057d: -9.3%

Major Holdings Increase (>50%)Top TradeOpportunistic BuyDeep Dip BuyRecurring Purchase

FISIBUY

$302K

2019-05-027d: -4.4%

First-Time BuyerOpportunistic BuyUnusually Large TradeLargest Purchase Ever

FISIBUY

$10K

2018-10-317d: +0.2%

Contrarian BuyOpportunistic Buy

FISIBUY

$30K

2017-11-217d: +1.1%

Opportunistic BuyTop TradeMomentum Buy

PrivateCANANDAIGUA NATIONAL CORPSELL

$140K

2013-03-11N/A

Unusually Large TradeTop TradeOpportunistic Sell

PrivateCANANDAIGUA NATIONAL CORPSELL

$33K

2012-07-18N/A

Opportunistic SellTop Trade

PrivateCANANDAIGUA NATIONAL CORPSELL

$77K

2012-06-19N/A

Top TradeOpportunistic Sell

PrivateCANANDAIGUA NATIONAL CORPSELL

$15K

2012-04-16N/A

Top TradeOpportunistic Sell

PrivateCANANDAIGUA NATIONAL CORPBUY

$10K

2011-12-07N/A

Large Holdings IncreaseOpportunistic BuyFirst-Time BuyerTop Trade

PrivateCANANDAIGUA NATIONAL CORPSELL

$106K

2008-09-25N/A

Unusually Large TradeTop TradeOpportunistic Sell

PrivateCANANDAIGUA NATIONAL CORPSELL

$54K

2007-11-15N/A

Top TradeOpportunistic Sell

PrivateCANANDAIGUA NATIONAL CORPSELL

$54K

2007-09-07N/A

Top TradeOpportunistic Sell

PrivateCANANDAIGUA NATIONAL CORPSELL

$26K

2006-03-06N/A

Opportunistic SellTop Trade

Ticker	Type	Traded	Filed	Price	Value	7d Stock	30d Stock	90d Stock
FISI	BUY	2020-05-05	2020-05-07	$18.68	$56K	-9.3%	+26.3%	-8.3%
FISI	BUY	2019-05-02	2019-05-03	$28.45	$302K	-4.4%	-4.9%	+5.6%
FISI	BUY	2018-10-31	2018-11-02	$28.55	$10K	+0.2%	+3.3%	-7.3%
FISI	BUY	2017-11-21	2017-11-22	$32.15	$30K	+1.1%	-0.3%	-4.6%
PrivateCANANDAIGUA NATIONAL CORP	SELL	2013-03-11	2013-03-13	$141.61	$140K	N/A	N/A	N/A
PrivateCANANDAIGUA NATIONAL CORP	SELL	2012-07-18	2013-02-11	$149.24	$33K	N/A	N/A	N/A
PrivateCANANDAIGUA NATIONAL CORP	SELL	2012-06-19	2012-06-22	$154.86	$77K	N/A	N/A	N/A
PrivateCANANDAIGUA NATIONAL CORP	SELL	2012-04-16	2012-04-18	$152.56	$15K	N/A	N/A	N/A
PrivateCANANDAIGUA NATIONAL CORP	BUY	2011-12-07	2011-12-13	$125.00	$10K	N/A	N/A	N/A
PrivateCANANDAIGUA NATIONAL CORP	SELL	2008-09-25	2008-09-29	$320.11	$106K	N/A	N/A	N/A
PrivateCANANDAIGUA NATIONAL CORP	SELL	2007-11-15	2007-11-19	$331.87	$54K	N/A	N/A	N/A
PrivateCANANDAIGUA NATIONAL CORP	SELL	2007-09-07	2007-09-10	$331.87	$54K	N/A	N/A	N/A
PrivateCANANDAIGUA NATIONAL CORP	SELL	2006-03-06	2007-03-07	$340.18	$26K	N/A	N/A	N/A

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