ブレッドフィナンシャルホールディングス株式会社
US ˙ NYSE

SecurityBFH / Bread Financial Holdings, Inc.
InsiderRoger H Ballou
This page shows the track record and history of BALLOU ROGER H insider trades in Bread Financial Holdings, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Roger H Ballou in BFH / Bread Financial Holdings, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Max		 Price at
Max		 Max
Profit ($)		 Max Return (%)
2023-07-31 2,400 41.7800 2,400 41.7800 100,272 361 55.0000 31,728 31.64
2022-08-08 2,550 39.1131 2,550 39.1131 99,738
2020-03-23 1,200 28.7542 1,200 28.7542 34,505
2020-03-23 2,300 29.3439 2,300 29.3439 67,491

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

BFH / Bread Financial Holdings, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Roger H Ballou in BFH / Bread Financial Holdings, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Min		 Price at
Min		 Max Loss
Avoided ($)		 Max Loss
Avoided (%)
2026-04-24 9,687 90.3200 9,687 90.3200 874,930 19 83.3900 -67,130 -7.67
2017-02-07 648 225.7110 648 225.7110 146,261
2015-08-18 1,250 271.5650 1,250 271.5650 339,456
2014-07-21 1,250 267.6900 1,250 267.6900 334,612
2013-11-07 2,512 240.5670 2,512 240.5670 604,304
2013-05-28 3,724 183.9500 3,724 183.9500 685,030
2013-05-28 3,547 183.9620 3,547 183.9620 652,513
2012-11-20 2,000 140.3130 2,000 140.3130 280,626
2012-09-21 1,060 143.6500 1,060 143.6500 152,269
2012-02-21 2,000 119.4110 2,000 119.4110 238,822
2012-02-21 530 119.7600 530 119.7600 63,473
2012-02-21 970 119.7000 970 119.7000 116,109

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

BFH / Bread Financial Holdings, Inc. Insider Trades
Insider Transaction History
File
Date		 Trade
Date		 Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price		 Unit
Price		 Units
Changed		 Value
Changed (1K)		 Remaining
Options		 Remaining
Shares
2026-04-27 2026-04-24 4 BALLOU ROGER H BFH Common Stock S - Sale D 90.3200 -9,687 -875 30,079
2026-02-20 2026-02-19 4 BALLOU ROGER H BFH Common Stock G - Gift D -1,351 39,766
2025-06-18 2025-06-16 4 BALLOU ROGER H BFH Common Stock A - Award D 2,802 41,117
2024-06-20 2024-06-17 4 BALLOU ROGER H BFH Common Stock A - Award D 3,473 38,315
2023-08-01 2023-07-31 4 BALLOU ROGER H BFH Common Stock P - Purchase D 41.7800 2,400 100 34,842
2023-06-20 2023-06-15 4 BALLOU ROGER H BFH Common Stock A - Award D 4,932 32,442
2022-08-09 2022-08-08 4 BALLOU ROGER H BFH Common Stock P - Purchase D 39.1131 2,550 100 27,510
2022-06-17 2022-06-15 4 BALLOU ROGER H BFH Common Stock A - Award D 2,650 24,960
2021-06-17 2021-06-15 4 BALLOU ROGER H ADS Common Stock A - Award D 1,213 20,712
2021-05-25 2021-05-24 4 BALLOU ROGER H ADS Common Stock J - Other D 117.9150 3,178 375 19,499
2020-06-23 2020-06-22 4 BALLOU ROGER H ADS Common Stock A - Award D 2,956 15,999
2020-03-23 2020-03-23 4 BALLOU ROGER H ADS Common Stock P - Purchase D 29.3439 2,300 67 16,543
2020-03-23 2020-03-23 4 BALLOU ROGER H ADS Common Stock P - Purchase D 28.7542 1,200 35 14,243
2019-06-26 2019-06-24 4 BALLOU ROGER H ADS Common Stock A - Award D 959 13,043
2018-06-27 2018-06-25 4 BALLOU ROGER H ADS Common Stock A - Award D 655 12,084
2017-06-28 2017-06-26 4 BALLOU ROGER H ADS Common Stock A - Award D 564 11,429
2017-02-09 2017-02-07 4 BALLOU ROGER H ADS Common Stock S - Sale D 225.7110 -648 -146 10,865
2016-06-29 2016-06-27 4 BALLOU ROGER H ADS Common Stock A - Award D 602 11,513
2015-08-19 2015-08-18 4 BALLOU ROGER H ADS Common Stock S - Sale D 271.5650 -1,250 -339 10,911
2015-07-01 2015-06-29 4 BALLOU ROGER H ADS Common Stock A - Award D 418 12,161
2014-07-22 2014-07-21 4 BALLOU ROGER H ADS Common Stock S - Sale D 267.6900 -1,250 -335 11,743
2014-07-03 2014-07-01 4 BALLOU ROGER H ADS Common Stock A - Award D 489 12,993
2013-11-08 2013-11-07 4 BALLOU ROGER H ADS Employee Stock Option (Right to Buy) M - Exercise D 53.54 -2,512 0
2013-11-08 2013-11-07 4 BALLOU ROGER H ADS Common Stock S - Sale D 240.5670 -2,512 -604 12,504
2013-11-08 2013-11-07 4 BALLOU ROGER H ADS Common Stock M - Exercise D 53.5400 2,512 134 15,016
2013-07-03 2013-07-01 4 BALLOU ROGER H ADS Common Stock A - Award D 679 12,504
2013-05-30 2013-05-28 4 BALLOU ROGER H ADS Employee Stock Option (Right to Buy) M - Exercise D 36.88 -3,547 2,512
2013-05-30 2013-05-28 4 BALLOU ROGER H ADS Employee Stock Option (Right to Buy) M - Exercise D 41.77 -3,724 6,059
2013-05-30 2013-05-28 4 BALLOU ROGER H ADS Common Stock S - Sale D 183.9620 -3,547 -653 11,825
2013-05-30 2013-05-28 4 BALLOU ROGER H ADS Common Stock M - Exercise D 36.8800 3,547 131 15,372
2013-05-30 2013-05-28 4 BALLOU ROGER H ADS Common Stock S - Sale D 183.9500 -3,724 -685 11,825
2013-05-30 2013-05-28 4 BALLOU ROGER H ADS Common Stock M - Exercise D 41.7700 3,724 156 15,549
2012-11-21 2012-11-20 4 BALLOU ROGER H ADS Common Stock S - Sale D 140.3130 -2,000 -281 11,825
2012-11-21 2012-11-15 4 BALLOU ROGER H ADS Common Stock G - Gift D -786 13,825
2012-09-24 2012-09-21 4 BALLOU ROGER H ADS Employee Stock Option Grant (Right to Buy) M - Exercise D 24.03 -6,208 9,783
2012-09-24 2012-09-21 4 BALLOU ROGER H ADS Common Stock S - Sale D 143.6500 -1,060 -152 14,611
2012-09-24 2012-09-21 4 BALLOU ROGER H ADS Common Stock M - Exercise D 24.0300 6,208 149 15,671
2012-07-02 2012-06-29 4 BALLOU ROGER H ADS Common Stock A - Award D 1,374 9,463
2012-02-23 2012-02-21 4 BALLOU ROGER H ADS Common Stock S - Sale D 119.7000 -970 -116 8,089
2012-02-23 2012-02-21 4 BALLOU ROGER H ADS Common Stock S - Sale D 119.7600 -530 -63 9,059
2012-02-23 2012-02-21 4 BALLOU ROGER H ADS Common Stock S - Sale D 119.4110 -2,000 -239 9,589
2011-07-05 2011-06-30 4 BALLOU ROGER H ADS Common Stock A - Award D 1,915 11,589
2004-07-02 2004-07-01 4 BALLOU ROGER H ADS Employee Stock Option (Right to Buy) A - Award D 41.77 3,724 38,432
2004-07-02 2004-07-01 4 BALLOU ROGER H ADS Common Stock A - Award D 621 3,212
P
非デリバティブまたはデリバティブ証券の公開市場または非公開購入
S
非デリバティブ証券またはデリバティブ証券の公開市場または非公開売却
A
会社からの有価証券の交付、授与その他の取得 (オプション等)
C
デリバティブの転換
D
有価証券の会社への売却または譲渡
F
会社から受領した有価証券の一部を使用した、行使価格または納税義務のお支払い
G
内部者によるまたは内部者に対する有価証券の贈与
K
株式スワップと類似のヘッジ取引
M
会社から受け取ったデリバティブ証券 (オプションなど) の行使または転換
V
フォーム4により任意に報告した取引
J
その他 (取引を説明する脚注を含む)