Barclay, Daniel — Insider Profile

Insider Profile

Barclay, Daniel

$BMO

Companies Filed At

Open-Market Buys (2yr)

—

Buy Value (2yr, open-market)

Dec 01, 2023

Most Recent Trade

Credibility
Score

50%

Hit Rate

+2.2%

Avg 90d Return

+0.5%

Median 90d Return

Evaluated Trades

+18.3%

Best Trade

-25.6%

Worst Trade

Hit rate and returns are based on 30 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.

Political Donations · Elections Canada

$4K in individual political contributions across 3 donations (2015–2023).

Date	Party	Recipient	Amount
2023-04-11	Conservative Party of Canada	Conservative Party of Canada	$2K
2021-05-21	Conservative Party of Canada	Conservative Party of Canada	$2K
2015-10-25	Liberal Party of Canada	Davenport Federal Liberal Association	$297

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 Signal Score input.

Date	Company	Role	Nature	Dir.	Shares	Price	Value	Score
Dec 01, 2023	$BMO Bank of Montreal	—	Other	Sell	42,661	$131.70	$5.6M	80
Nov 28, 2023	$BMO Bank of Montreal	—	Corp. Event	Buy	71	$108.47	$8K	80
Nov 28, 2023	$BMO Bank of Montreal	—	Corp. Event	Buy	1,489	$108.47	$162K	80
Aug 28, 2023	$BMO Bank of Montreal	—	Corp. Event	Buy	67	$114.07	$8K	80
Aug 28, 2023	$BMO Bank of Montreal	—	Corp. Event	Buy	1,397	$114.07	$159K	80
May 26, 2023	$BMO Bank of Montreal	—	Corp. Event	Buy	1,335	$114.74	$153K	80
May 26, 2023	$BMO Bank of Montreal	—	Corp. Event	Buy	64	$114.74	$7K	80
Feb 28, 2023	$BMO Bank of Montreal	—	Corp. Event	Buy	56	$129.32	$7K	80
Feb 28, 2023	$BMO Bank of Montreal	—	Corp. Event	Buy	1,171	$129.32	$151K	80
Feb 14, 2023	$BMO Bank of Montreal	—	Comp. Grant	Buy	2,800	$125.01	$350K	80
Dec 31, 2022	$BMO Bank of Montreal	—	Plan / DRIP	Buy	216	$131.88	$28K	80
Nov 28, 2022	$BMO Bank of Montreal	—	Corp. Event	Buy	24	$130.03	$3K	80
Nov 28, 2022	$BMO Bank of Montreal	—	Corp. Event	Buy	1,342	$130.03	$175K	80
Aug 26, 2022	$BMO Bank of Montreal	—	Corp. Event	Buy	1,344	$128.53	$173K	80
Aug 26, 2022	$BMO Bank of Montreal	—	Corp. Event	Buy	24	$128.53	$3K	80
May 26, 2022	$BMO Bank of Montreal	—	Corp. Event	Buy	22	$135.14	$3K	80
May 26, 2022	$BMO Bank of Montreal	—	Corp. Event	Buy	1,211	$135.14	$164K	80
Feb 28, 2022	$BMO Bank of Montreal	—	Corp. Event	Buy	20	$144.73	$3K	80
Feb 28, 2022	$BMO Bank of Montreal	—	Corp. Event	Buy	1,120	$144.73	$162K	80
Jan 18, 2022	$BMO Bank of Montreal	—	Comp. Grant	Buy	2,194	$136.75	$300K	80
Dec 31, 2021	$BMO Bank of Montreal	—	Plan / DRIP	Buy	187	$122.62	$23K	80
Dec 14, 2020	$BMO Bank of Montreal	—	Comp. Grant	Buy	37,669	$89.73	$3.4M	80
Dec 14, 2020	$BMO Bank of Montreal	—	Comp. Grant	Buy	64,817	$97.14	$6.3M	80
Dec 01, 2020	$BMO Bank of Montreal	—	Other	Sell	25,443	$89.73	$2.3M	80
Nov 26, 2020	$BMO Bank of Montreal	—	Corp. Event	Buy	586	$97.16	$57K	80
Nov 26, 2020	$BMO Bank of Montreal	—	Corp. Event	Buy	531	$97.16	$52K	80
Aug 26, 2020	$BMO Bank of Montreal	—	Corp. Event	Buy	672	$83.56	$56K	80
Aug 26, 2020	$BMO Bank of Montreal	—	Corp. Event	Buy	610	$83.56	$51K	80
May 26, 2020	$BMO Bank of Montreal	—	Corp. Event	Buy	788	$70.19	$55K	80
May 26, 2020	$BMO Bank of Montreal	—	Corp. Event	Buy	716	$70.19	$50K	80
Feb 26, 2020	$BMO Bank of Montreal	—	Corp. Event	Buy	572	$95.70	$55K	80
Feb 26, 2020	$BMO Bank of Montreal	—	Corp. Event	Buy	519	$95.70	$50K	80

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