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How 10b5-1 plans affect insider scores
Why planned trades are weighted differently from discretionary trades.
A 10b5-1 plan lets insiders schedule trades in advance. Properly structured plans reduce the information content of a sale.
We look for adoption dates, modification dates, short windows, and clustered plan behavior before deciding how much to discount a trade.
Recent plan adoption followed quickly by a large sale is more concerning than a long-running plan executing normally.
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