Stevenson, Katharine Berghuis — Insider Profile

Insider Profile

Stevenson, Katharine Berghuis

$CM $CP $OTEX

Companies Filed At

Open-Market Buys (2yr)

$237K

Buy Value (2yr, open-market)

May 13, 2026

Most Recent Trade

Credibility
Score

80%

Hit Rate

+0.0%

Avg 90d Return

+1.9%

Median 90d Return

Evaluated Trades

+6.2%

Best Trade

-13.9%

Worst Trade

Hit rate and returns are based on 5 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.

Date	Company	Role	Nature	Dir.	Shares	Price	Value	Score
May 13, 2026	$CP Canadian Pacific Kansas City	—	Open Market	Buy	1,000	$118.37	$118K	63
May 13, 2026	$CP Canadian Pacific Kansas City	—	Open Market	Buy	1,000	$118.37	$118K	63
Apr 29, 2026	$CP Canadian Pacific Kansas City	—	Other	Sell	—	—	—	63
Apr 29, 2026	$CP Canadian Pacific Kansas City	—	Other	Sell	—	—	—	63
Jan 31, 2026	$CM CIBC	—	Plan / DRIP	Buy	1,355	$99.26	$134K	85
Sep 19, 2025	$OTEX OpenText	—	Plan / DRIP	Buy	1,163	$36.81	$43K	91
Aug 12, 2025	$OTEX OpenText	—	Comp. Grant	Buy	213	$29.37	$6K	91
Jun 20, 2025	$OTEX OpenText	—	Plan / DRIP	Buy	1,420	$28.48	$40K	91
May 02, 2025	$OTEX OpenText	—	Comp. Grant	Buy	233	$26.83	$6K	91
Mar 21, 2025	$OTEX OpenText	—	Plan / DRIP	Buy	1,528	$26.17	$40K	91
Feb 10, 2025	$OTEX OpenText	—	Comp. Grant	Buy	282	$29.23	$8K	91
Dec 20, 2024	$OTEX OpenText	—	Plan / DRIP	Buy	1,385	$28.55	$40K	91
Dec 20, 2024	$OTEX OpenText	—	Plan / DRIP	Buy	1,385	$28.55	$40K	91
Dec 12, 2024	$CM CIBC	—	Ownership Chg	Sell	6,000	—	—	85
Dec 12, 2024	$CM CIBC	—	Ownership Chg	Buy	6,000	—	—	85
Aug 05, 2024	$OTEX OpenText	—	Comp. Grant	Buy	204	$30.56	$6K	91
Jun 18, 2024	$OTEX OpenText	—	Plan / DRIP	Buy	1,199	$28.77	$34K	91
Mar 20, 2024	$OTEX OpenText	—	Plan / DRIP	Buy	885	$38.69	$34K	91
Feb 05, 2024	$OTEX OpenText	—	Comp. Grant	Buy	188	$43.79	$8K	91
Dec 20, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	825	$41.18	$34K	91
Nov 30, 2023	$OTEX OpenText	—	Comp. Grant	Buy	2,096	$39.73	$83K	91
Nov 30, 2023	$OTEX OpenText	—	Comp. Grant	Buy	6,293	$39.73	$250K	91
Sep 22, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	844	$37.51	$32K	91
Aug 07, 2023	$OTEX OpenText	—	Comp. Grant	Buy	153	$40.74	$6K	91
Jun 23, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	746	$40.96	$31K	91
May 08, 2023	$OTEX OpenText	—	Comp. Grant	Buy	164	$38.15	$6K	91
Mar 23, 2023	$OTEX OpenText	—	Plan / DRIP	Buy	813	$37.28	$30K	91
Mar 13, 2023	$CM CIBC	—	Open Market	Buy	1,000	$56.74	$57K	85
Mar 13, 2023	$CM CIBC	—	Open Market	Buy	600	$56.74	$34K	85
Feb 06, 2023	$OTEX OpenText	—	Comp. Grant	Buy	187	$33.51	$6K	91
Dec 31, 2022	$CM CIBC	—	Plan / DRIP	Buy	1,674	$69.26	$116K	85
Nov 07, 2022	$OTEX OpenText	—	Comp. Grant	Buy	8,843	$28.27	$250K	91
Nov 07, 2022	$OTEX OpenText	—	Comp. Grant	Buy	2,945	$28.27	$83K	91
Jun 24, 2022	$OTEX OpenText	—	Comp. Grant	Buy	642	$37.87	$24K	91
May 06, 2022	$OTEX OpenText	—	Comp. Grant	Buy	156	$39.98	$6K	91
Mar 25, 2022	$OTEX OpenText	—	Comp. Grant	Buy	561	$43.05	$24K	91
Feb 07, 2022	$OTEX OpenText	—	Comp. Grant	Buy	133	$46.91	$6K	91
Dec 31, 2021	$CM CIBC	—	Plan / DRIP	Buy	600	$138.63	$83K	85
Mar 26, 2021	$OTEX OpenText	—	Comp. Grant	Buy	417	$48.49	$20K	91
Mar 09, 2021	$OTEX OpenText	—	Corp. Event	Sell	900	$58.71	$53K	91
Feb 08, 2021	$OTEX OpenText	—	Comp. Grant	Buy	324	$47.20	$15K	91
Dec 22, 2020	$OTEX OpenText	—	Comp. Grant	Buy	442	$45.36	$20K	91
Nov 09, 2020	$OTEX OpenText	—	Comp. Grant	Buy	5,820	$38.66	$225K	91
Nov 09, 2020	$OTEX OpenText	—	Comp. Grant	Buy	1,676	$38.66	$65K	91
Mar 20, 2020	$OTEX OpenText	—	Comp. Grant	Buy	474	$33.46	$16K	91
Feb 03, 2020	$OTEX OpenText	—	Comp. Grant	Buy	135	$46.29	$6K	91

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.