Rees, Daniel Llewellyn — Insider Profile

Insider Profile

Rees, Daniel Llewellyn

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$BNS

Companies Filed At

Open-Market Buys (2yr)

—

Buy Value (2yr, open-market)

Dec 19, 2023

Most Recent Trade

Credibility
Score

90%

Hit Rate

+9.6%

Avg 90d Return

+8.6%

Median 90d Return

Evaluated Trades

+17.1%

Best Trade

-0.9%

Worst Trade

Hit rate and returns are based on 20 open-market buys with evaluable 90-day outcomes. Score reflects historical conviction, not a guarantee of future performance. This insider ranks among the highest-credibility tracked on Form55.

Cross-Company Track Record

THIN HISTORY

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Hit Rate · 90d

+0.2%

Median Alpha · 90d

Closed Buys Evaluated

100%

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

Political Donations · Elections Canada

$3K in individual political contributions across 2 donations (2022–2022).

Date	Party	Recipient	Amount
2022-04-05	Conservative Party of Canada	Conservative Party of Canada	$2K
2022-04-05	Conservative Party of Canada	Charest, Jean J.	$2K

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
Dec 19, 2023	$BNS Bank of Nova Scotia	—	Comp. Grant	Buy	38,214	$59.79	$2.3M	46
Dec 19, 2023	$BNS Bank of Nova Scotia	—	Comp. Grant	Buy	97,160	$59.99	$5.8M	46
Dec 19, 2023	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	34,695	$59.79	$2.1M	46
Dec 19, 2023	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	708	—	—	46
Dec 13, 2023	$BNS Bank of Nova Scotia	—	Expiry	Sell	8,576	$63.98	$549K	46
Jan 09, 2023	$BNS Bank of Nova Scotia	—	Comp. Grant	Buy	21,786	$68.85	$1.5M	46
Dec 31, 2022	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	1,475	—	—	46
Dec 31, 2022	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	4,467	—	—	46
Dec 01, 2022	$BNS Bank of Nova Scotia	—	Exercise	Buy	9,244	$55.63	$514K	46
Dec 01, 2022	$BNS Bank of Nova Scotia	—	Open Market	Buy	9,244	$70.00	$647K	46
Dec 01, 2022	$BNS Bank of Nova Scotia	—	Exercise	Sell	9,244	$55.63	$514K	46
Dec 31, 2021	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	1,232	—	—	46
Dec 31, 2021	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	3,346	—	—	46
Dec 31, 2020	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	1,396	—	—	46
Dec 31, 2020	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	2,947	—	—	46
Dec 15, 2020	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	1,194	$62.40	$75K	46
Dec 15, 2020	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	1,899	—	—	46
Dec 15, 2020	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	6,732	$62.40	$420K	46
Dec 15, 2020	$BNS Bank of Nova Scotia	—	Comp. Grant	Buy	30,064	$62.40	$1.9M	46
Dec 15, 2020	$BNS Bank of Nova Scotia	—	Comp. Grant	Buy	61,256	$68.36	$4.2M	46
Dec 15, 2020	$BNS Bank of Nova Scotia	—	Plan / DRIP	Buy	337	—	—	46
Aug 27, 2020	$BNS Bank of Nova Scotia	—	Exercise	Buy	2,484	$55.63	$138K	46
Aug 27, 2020	$BNS Bank of Nova Scotia	—	Exercise	Sell	2,484	$55.63	$138K	46

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.