When and how are rule 10b5-1 plans used for insider stock sales?

A-Tier
Journal: Journal of Financial Economics
Year: 2023
Volume: 149
Issue: 1
Pages: 1-26

Authors (3)

Fich, Eliezer M. (not in RePEc) Parrino, Robert (not in RePEc) Tran, Anh L. (City University)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

SEC Rule10b5-1 plans are intended to limit the ability of insiders to trade opportunistically. We study insider stock sales by CEOs both under and outside of these plans. While both groups exhibit opportunism, this behavior is more limited in plan sales and non-plan sales in well-governed firms. Furthermore, opportunism in plan sales is greater for transactions representing a larger fraction of the CEO's firm-related wealth. CEOs can circumvent the intent of Rule 10b5-1 by exercising their discretion over financial reporting and real earnings management and appear to benefit from material nonpublic information by selectively cancelling plans or using limit orders.

Technical Details

RePEc Handle
repec:eee:jfinec:v:149:y:2023:i:1:p:1-26
Journal Field
Finance
Author Count
3
Added to Database
2026-01-29