Daniel J. Lee is EVP/CCO at CASCADE BANCORP (CACB). They have made 11 open-market trades across 2 companies since 2014, most recently 2020-02-03.
CIK 0001550325
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
11 open-market purchases totalling $492K since 2014, never a sale. Across 5 scored buys the stock is up 8.2% at ninety days, and 3.2 points ahead of the S&P over the same stretch.
5 scored purchases · one row per filing · discretionary only
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 40% | 80% | 80% |
| Avg Move | +1.5% | +4.3% | +8.2% |
| Alpha | +1.0% | +1.3% | +3.2% |
| Scored | 5 | 5 | 5 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| CCB | BUY | 2019-11-05 | 2019-11-06 | $15.56 | $25K | +13.5% | +9.7% | +14.1% |
| CCB | BUY | 2019-08-20 | 2019-08-20 | $14.79 | $37K | -0.1% | +8.1% | +18.4% |
| CCB | BUY | 2019-08-15 | 2019-08-16 | $14.72 | $15K | -1.4% | +7.1% | +11.2% |
| CCB | BUY | 2019-05-23 | 2019-05-28 | $15.80 | $16K | +1.3% | -4.1% | -7.1% |
| CCB | BUY | 2019-03-12 | 2019-03-13 | $17.00 | $9K | -6.0% | +0.9% | +4.6% |
| CACB | BUY | 2014-08-29 | 2014-09-02 | $5.14 | $23K | N/A | N/A | N/A |
| CACB | BUY | 2014-08-19 | 2014-08-21 | $5.34 | $133K | N/A | N/A | N/A |
| CACB | BUY | 2014-06-11 | 2014-06-24 | $4.85 | $34K | N/A | N/A | N/A |
| CACB | BUY | 2014-05-29 | 2014-06-10 | $4.33 | $45K | N/A | N/A | N/A |
| CACB | BUY | 2014-05-29 | 2014-09-02 | $5.14 | $23K | N/A | N/A | N/A |
| CACB | BUY | 2014-05-22 | 2014-07-08 | $4.35 | $132K | N/A | N/A | N/A |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.