Harrison, Simon David — Insider Profile

Insider Profile

Harrison, Simon David

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$OTEX

Companies Filed At

Open-Market Buys (2yr)

—

Buy Value (2yr, open-market)

Mar 20, 2024

Most Recent Trade

Credibility
Score

54%

Hit Rate

+2.6%

Avg 90d Return

+1.4%

Median 90d Return

Evaluated Trades

+26.1%

Best Trade

-26.5%

Worst Trade

Hit rate and returns are based on 28 open-market buys with evaluable 90-day outcomes. Score reflects historical conviction, not a guarantee of future performance. Limited signal — either below-average timing or insufficient trade history.

Cross-Company Track Record

50%

Hit Rate · 90d

+0.6%

Median Alpha · 90d

Closed Buys Evaluated

67%

Beat XIU

All-insider base rate: 59% hit rate · +1.3% mean alpha (n=11504)

cluster buyer high frequency size concentrated

Entry: closing price on SEDI filing date (point-in-time). Exit: 90 calendar days later. Alpha vs XIU.TO (iShares TSX 60). Closed trades only. Not investment advice.

Research 6 closed buys with individual return outcomes available on the Research plan.

Political Donations · Elections Canada

$400 in individual political contributions across 1 donation (2023–2023).

Date	Party	Recipient	Amount
2023-12-29	Conservative Party of Canada	Conservative Party of Canada	$400

Source: Elections Canada public contribution records (individual donations only; corporate political donations have been banned federally since 2007). Matched to this insider by name — shown for transparency, not a claim of wrongdoing and not a Confluence Score input.

Date	Company	Role	Nature	Dir.	Shares	Price	Value	Score
Mar 20, 2024	$OTEX OpenText	—	Plan / DRIP	Buy	125	$38.69	$5K	84
Mar 20, 2024	$OTEX OpenText	—	Plan / DRIP	Buy	362	$38.69	$14K	84
Dec 20, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	117	$41.18	$5K	84
Dec 20, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	338	$41.18	$14K	84
Nov 30, 2023	$OTEX OpenText	—	Open Market	Buy	3,443	$40.27	$139K	84
Nov 30, 2023	$OTEX OpenText	—	Exercise	Buy	6,830	$40.67	$278K	84
Nov 30, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	17,140	$40.14	$688K	84
Nov 30, 2023	$OTEX OpenText	—	Exercise	Sell	6,830	$40.67	$278K	84
Sep 22, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	128	$37.51	$5K	84
Sep 22, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	255	$37.51	$10K	84
Aug 10, 2023	$OTEX OpenText	—	Open Market	Buy	987	$37.50	$37K	84
Aug 10, 2023	$OTEX OpenText	—	Exercise	Buy	2,009	$37.36	$75K	84
Aug 10, 2023	$OTEX OpenText	—	Exercise	Sell	2,009	$37.36	$75K	84
Aug 07, 2023	$OTEX OpenText	—	Comp. Grant	Buy	9,740	$36.79	$358K	84
Aug 07, 2023	$OTEX OpenText	—	Comp. Grant	Buy	19,470	$36.79	$716K	84
Aug 07, 2023	$OTEX OpenText	—	Comp. Grant	Buy	43,260	$36.79	$1.6M	84
Jun 23, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	56	$40.96	$2K	84
Jun 23, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	111	$40.96	$5K	84
Mar 23, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	61	$37.28	$2K	84
Mar 23, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	121	$37.28	$5K	84
Nov 07, 2022	$OTEX OpenText	—	Open Market	Buy	3,529	$27.58	$97K	84
Nov 07, 2022	$OTEX OpenText	—	Exercise	Buy	2,960	$26.81	$79K	84
Nov 07, 2022	$OTEX OpenText	—	Exercise	Buy	3,789	$26.81	$102K	84
Nov 07, 2022	$OTEX OpenText	—	Exercise	Sell	2,960	$26.81	$79K	84
Nov 07, 2022	$OTEX OpenText	—	Exercise	Sell	5,920	$26.81	$159K	84
Nov 07, 2022	$OTEX OpenText	—	Comp. Grant	Buy	180,000	$26.81	$4.8M	84
Aug 10, 2022	$OTEX OpenText	—	Exercise	Sell	2,009	$37.83	$76K	84
Aug 10, 2022	$OTEX OpenText	—	Open Market	Buy	1,085	$39.28	$43K	84
Aug 10, 2022	$OTEX OpenText	—	Exercise	Buy	2,009	$37.83	$76K	84
Nov 23, 2020	$OTEX OpenText	—	Open Market	Buy	5,962	$43.35	$258K	84
Nov 09, 2020	$OTEX OpenText	—	Exercise	Sell	2,610	$41.44	$108K	84
Nov 09, 2020	$OTEX OpenText	—	Exercise	Sell	5,220	$41.44	$216K	84
Nov 09, 2020	$OTEX OpenText	—	Open Market	Buy	2,464	$41.04	$101K	84
Nov 09, 2020	$OTEX OpenText	—	Exercise	Buy	2,610	$41.44	$108K	84
Nov 09, 2020	$OTEX OpenText	—	Exercise	Buy	3,863	$41.44	$160K	84

Muted rows are plan purchases, compensation grants, or DRIP — not open-market. Confluence Scores reflect the company's current score, not the score at time of trade.