Bertram, James Vance — Insider Profile

Insider Profile

Bertram, James Vance

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$EMA $KEY

Companies Filed At

Open-Market Buys (2yr)

$803K

Buy Value (2yr, open-market)

Jun 30, 2026

Most Recent Trade

Credibility
Score

58%

Hit Rate

+2.5%

Avg 90d Return

+2.0%

Median 90d Return

Evaluated Trades

+19.2%

Best Trade

-10.7%

Worst Trade

Hit rate and returns are based on 36 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

THIN HISTORY

—

Hit Rate · 90d

-10.7%

Median Alpha · 90d

Closed Buys Evaluated

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

$2K in individual political contributions across 5 donations (2011–2022).

Date	Party	Recipient	Amount
2022-08-06	Conservative Party of Canada	Charest, Jean J.	$130
2022-08-06	Conservative Party of Canada	Conservative Party of Canada	$130
2011-12-31	Liberal Party of Canada	Liberal Party of Canada	$50
2011-12-13	Liberal Party of Canada	Liberal Party of Canada	$500
2011-04-21	Liberal Party of Canada	Haliburton--Kawartha Lakes--Brock Federal Liberal Association	$750

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
Jun 30, 2026	$EMA Emera	—	Plan / DRIP	Buy	507	$71.19	$36K	63
Jun 30, 2026	$EMA Emera	—	Comp. Grant	Buy	1,227	$67.64	$83K	63
Jun 30, 2026	$KEY Keyera Corp.	—	Comp. Grant	Buy	868	$57.67	$50K	80
Jun 22, 2026	$KEY Keyera Corp.	—	Open Market	Buy	5,000	$53.55	$268K	80
Jun 22, 2026	$KEY Keyera Corp.	—	Open Market	Buy	5,000	$53.55	$268K	80
Jun 22, 2026	$KEY Keyera Corp.	—	Open Market	Buy	5,000	$53.55	$268K	80
Mar 31, 2026	$EMA Emera	—	Comp. Grant	Buy	1,212	$67.74	$82K	63
Mar 31, 2026	$EMA Emera	—	Plan / DRIP	Buy	497	$70.14	$35K	63
Dec 31, 2025	$EMA Emera	—	Comp. Grant	Buy	1,435	$53.73	$77K	63
Dec 31, 2025	$EMA Emera	—	Plan / DRIP	Buy	498	$67.13	$33K	63
Sep 30, 2025	$EMA Emera	—	Comp. Grant	Buy	1,435	$53.73	$77K	63
Sep 30, 2025	$EMA Emera	—	Plan / DRIP	Buy	479	$66.17	$32K	63
Jun 30, 2025	$EMA Emera	—	Comp. Grant	Buy	1,420	$53.73	$76K	63
Jun 30, 2025	$EMA Emera	—	Plan / DRIP	Buy	505	$60.05	$30K	63
Mar 31, 2025	$EMA Emera	—	Comp. Grant	Buy	1,442	$53.73	$77K	63
Mar 31, 2025	$EMA Emera	—	Plan / DRIP	Buy	511	$56.53	$29K	63
Dec 31, 2024	$EMA Emera	—	Plan / DRIP	Buy	1,602	$50.30	$81K	63
Dec 31, 2024	$EMA Emera	—	Plan / DRIP	Buy	539	$50.76	$27K	63
Dec 31, 2024	$EMA Emera	—	Plan / DRIP	Buy	1,602	$50.30	$81K	63
Sep 30, 2024	$EMA Emera	—	Comp. Grant	Buy	1,602	$50.30	$81K	63
Sep 30, 2024	$EMA Emera	—	Plan / DRIP	Buy	513	$49.79	$26K	63
Jun 30, 2024	$EMA Emera	—	Plan / DRIP	Buy	488	$49.34	$24K	63
Jun 30, 2024	$EMA Emera	—	Comp. Grant	Buy	1,584	$50.30	$80K	63
Mar 31, 2024	$EMA Emera	—	Plan / DRIP	Buy	467	$48.40	$23K	63
Mar 31, 2024	$EMA Emera	—	Comp. Grant	Buy	1,584	$50.30	$80K	63
Dec 31, 2023	$EMA Emera	—	Plan / DRIP	Buy	439	$48.34	$21K	63
Dec 31, 2023	$EMA Emera	—	Comp. Grant	Buy	1,439	$51.75	$74K	63
Sep 30, 2023	$EMA Emera	—	Plan / DRIP	Buy	383	$50.05	$19K	63
Sep 30, 2023	$EMA Emera	—	Comp. Grant	Buy	1,439	$51.75	$74K	63
Jun 30, 2023	$EMA Emera	—	Comp. Grant	Buy	1,424	$51.75	$74K	63
Jun 30, 2023	$EMA Emera	—	Plan / DRIP	Buy	306	$58.67	$18K	63
Mar 31, 2023	$EMA Emera	—	Plan / DRIP	Buy	309	$54.30	$17K	63
Mar 31, 2023	$EMA Emera	—	Comp. Grant	Buy	1,408	$51.75	$73K	63
Dec 31, 2022	$EMA Emera	—	Comp. Grant	Buy	1,178	$63.22	$74K	63
Dec 31, 2022	$EMA Emera	—	Plan / DRIP	Buy	312	$50.46	$16K	63
Sep 30, 2022	$EMA Emera	—	Plan / DRIP	Buy	230	$61.63	$14K	63
Sep 30, 2022	$EMA Emera	—	Plan / DRIP	Buy	1,178	$63.22	$74K	63
Sep 29, 2022	$EMA Emera	—	Open Market	Buy	2,000	$56.42	$113K	63
Dec 31, 2021	$EMA Emera	—	Plan / DRIP	Buy	194	—	—	63
Dec 31, 2021	$EMA Emera	—	Comp. Grant	Buy	1,363	—	—	63
Dec 31, 2020	$EMA Emera	—	Plan / DRIP	Buy	133	—	—	63
Dec 31, 2020	$EMA Emera	—	Comp. Grant	Buy	1,062	—	—	63
Sep 30, 2020	$EMA Emera	—	Comp. Grant	Buy	1,196	$55.79	$67K	63
Sep 30, 2020	$EMA Emera	—	Plan / DRIP	Buy	118	$53.35	$6K	63
Mar 31, 2020	$EMA Emera	—	Plan / DRIP	Buy	80	$59.33	$5K	63
Mar 31, 2020	$EMA Emera	—	Comp. Grant	Buy	1,188	$55.79	$66K	63

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.