Tannenbaum, Alan — Insider Profile

Insider Profile

Tannenbaum, Alan

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$BMO

Companies Filed At

Open-Market Buys (2yr)

$5.7M

Buy Value (2yr, open-market)

Apr 29, 2026

Most Recent Trade

Credibility
Score

59%

Hit Rate

+4.4%

Avg 90d Return

+2.4%

Median 90d Return

Evaluated Trades

+20.7%

Best Trade

-7.3%

Worst Trade

Hit rate and returns are based on 34 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

100%

Hit Rate · 90d

+2.6%

Median Alpha · 90d

Closed Buys Evaluated

67%

Beat XIU

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

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

Date	Company	Role	Nature	Dir.	Shares	Price	Value	Score
Apr 29, 2026	$BMO Bank of Montreal	—	Corp. Event	Buy	450	$195.01	$88K	65
Mar 03, 2026	$BMO Bank of Montreal	—	Exercise	Sell	9,824	$135.58	$1.3M	65
Mar 03, 2026	$BMO Bank of Montreal	—	Open Market	Buy	9,824	$194.77	$1.9M	65
Mar 03, 2026	$BMO Bank of Montreal	—	Exercise	Buy	9,824	$135.58	$1.3M	65
Feb 26, 2026	$BMO Bank of Montreal	—	Corp. Event	Buy	487	$203.64	$99K	65
Feb 26, 2026	$BMO Bank of Montreal	—	Corp. Event	Buy	514	$203.64	$105K	65
Jan 30, 2026	$BMO Bank of Montreal	—	Corp. Event	Buy	499	$174.26	$87K	65
Jan 02, 2026	$BMO Bank of Montreal	—	Plan / DRIP	Buy	1,112	$166.72	$185K	65
Dec 31, 2025	$BMO Bank of Montreal	—	Comp. Grant	Buy	9,372	$178.90	$1.7M	65
Dec 15, 2025	$BMO Bank of Montreal	—	Open Market	Buy	11,447	$182.10	$2.1M	65
Dec 15, 2025	$BMO Bank of Montreal	—	Exercise	Buy	11,447	$122.31	$1.4M	65
Dec 15, 2025	$BMO Bank of Montreal	—	Exercise	Sell	11,447	$122.31	$1.4M	65
Dec 15, 2025	$BMO Bank of Montreal	—	Comp. Grant	Buy	29,565	$173.58	$5.1M	65
Dec 15, 2025	$BMO Bank of Montreal	—	Comp. Grant	Buy	41,935	$181.30	$7.6M	65
Dec 15, 2025	$BMO Bank of Montreal	—	Comp. Grant	Buy	41,935	$181.30	$7.6M	65
Dec 15, 2025	$BMO Bank of Montreal	—	Comp. Grant	Buy	41,935	$181.30	$7.6M	65
Nov 26, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	990	$176.07	$174K	65
Nov 26, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	304	$176.07	$54K	65
Oct 30, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	341	$157.06	$54K	65
Sep 11, 2025	$BMO Bank of Montreal	—	Open Market	Buy	9,824	$175.12	$1.7M	65
Sep 11, 2025	$BMO Bank of Montreal	—	Exercise	Buy	9,824	$135.58	$1.3M	65
Sep 11, 2025	$BMO Bank of Montreal	—	Exercise	Sell	9,824	$135.58	$1.3M	65
Aug 26, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	321	$165.16	$53K	65
Aug 26, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	1,045	$165.16	$173K	65
Jul 30, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	369	$143.51	$53K	65
May 27, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	353	$144.86	$51K	65
May 27, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	1,149	$144.86	$166K	65
Apr 29, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	358	$142.70	$51K	65
Feb 26, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	1,104	$149.19	$165K	65
Feb 26, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	339	$149.19	$51K	65
Jan 30, 2025	$BMO Bank of Montreal	—	Corp. Event	Buy	379	$133.32	$51K	65
Dec 31, 2024	$BMO Bank of Montreal	—	Plan / DRIP	Buy	145	$94.28	$14K	65
Dec 31, 2024	$BMO Bank of Montreal	—	Comp. Grant	Buy	5,143	$139.60	$718K	65
Dec 31, 2024	$BMO Bank of Montreal	—	Plan / DRIP	Buy	145	$94.28	$14K	65
Dec 31, 2024	$BMO Bank of Montreal	—	Plan / DRIP	Buy	145	$94.28	$14K	65
Dec 31, 2024	$BMO Bank of Montreal	—	Plan / DRIP	Buy	39	$87.91	$3K	65
Dec 31, 2024	$BMO Bank of Montreal	—	Plan / DRIP	Buy	8	$89.54	$716	65
Dec 31, 2024	$BMO Bank of Montreal	—	Plan / DRIP	Buy	39	$87.91	$3K	65
Dec 31, 2024	$BMO Bank of Montreal	—	Plan / DRIP	Buy	145	$94.28	$14K	65
Dec 31, 2024	$BMO Bank of Montreal	—	Plan / DRIP	Buy	145	$94.28	$14K	65
Dec 19, 2024	$BMO Bank of Montreal	—	Other	Sell	49,190	$130.89	$6.4M	65
Dec 16, 2024	$BMO Bank of Montreal	—	Comp. Grant	Buy	31,792	—	—	65
Dec 16, 2024	$BMO Bank of Montreal	—	Comp. Grant	Buy	34,700	—	—	65
Nov 26, 2024	$BMO Bank of Montreal	—	Corp. Event	Buy	1,763	$132.83	$234K	65
Aug 27, 2024	$BMO Bank of Montreal	—	Corp. Event	Buy	2,061	$112.04	$231K	65
Jul 30, 2024	$BMO Bank of Montreal	—	Corp. Event	Buy	310	$129.76	$40K	65
Apr 29, 2024	$BMO Bank of Montreal	—	Corp. Event	Buy	306	$126.69	$39K	65
Feb 27, 2024	$BMO Bank of Montreal	—	Corp. Event	Buy	1,796	$122.31	$220K	65
Feb 12, 2024	$BMO Bank of Montreal	—	Comp. Grant	Buy	5,400	$122.32	$661K	65
Jan 30, 2024	$BMO Bank of Montreal	—	Corp. Event	Buy	346	$110.51	$38K	65
Dec 31, 2023	$BMO Bank of Montreal	—	Comp. Grant	Buy	5,151	$128.23	$661K	65
Dec 11, 2023	$BMO Bank of Montreal	—	Comp. Grant	Buy	48,927	$109.75	$5.4M	65
Dec 11, 2023	$BMO Bank of Montreal	—	Comp. Grant	Buy	23,855	$118.50	$2.8M	65
Dec 01, 2023	$BMO Bank of Montreal	—	Other	Sell	30,924	$109.75	$3.4M	65
Nov 28, 2023	$BMO Bank of Montreal	—	Corp. Event	Buy	1,632	$108.47	$177K	65
Nov 01, 2023	$BMO Bank of Montreal	—	Other	Sell	—	—	—	65
Nov 01, 2023	$BMO Bank of Montreal	—	Other	Sell	—	—	—	65

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.