Samuel Schwartz

SOTK

DIRECTOR · SONO TEK CORP · CIK 0000939709

FILING MIX · LIFETIME0%/100%

BUYS

SELLS

TOTAL VALUE

$15.6K

COMPANIES

ACTIVE SINCE

Apr 2020

HOLDINGS NOW

1,309,930

AVG SELL PX

$2.35

Trades · vs SPY

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Performance · forward returns vs SPY

11 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Samuel Schwartz, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	11	+54.55%	-1.49%	+2.20%	-3.69%	-4.65%	—
14d	11	+81.82%	-2.52%	+4.17%	-6.69%	-6.60%	—
30d	11	+45.45%	+3.53%	+5.68%	-2.16%	+1.38%	—
60d	11	+0.00%	+9.02%	+10.80%	-1.78%	-0.90%	—
90d	11	+18.18%	+29.77%	+16.04%	+13.72%	+11.99%	—
180d	11	+0.00%	+68.67%	+23.94%	+44.73%	+44.76%	—
1y	11	+0.00%	+80.74%	+47.07%	+33.67%	+33.34%	—
2y	11	+0.00%	+148.47%	+48.52%	+99.95%	+98.92%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

SOTK · 1,309,930 shares · as of May 22, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 0 buys / 11 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
SOTK SONO TEK CORP	SALE	17	$2.30	$39	1,309,930	May 22, 2020	May 27, 2020 ↗
SOTK SONO TEK CORP	SALE	300	$2.30	$690	1,309,947	May 20, 2020	May 21, 2020 ↗
SOTK SONO TEK CORP	SALE	300	$2.30	$690	1,310,247	May 19, 2020	May 21, 2020 ↗
SOTK SONO TEK CORP	SALE	600	$2.30	$1.4K	1,310,547	May 13, 2020	May 13, 2020 ↗
SOTK SONO TEK CORP	SALE	1,000	$2.30	$2.3K	1,311,147	May 12, 2020	May 13, 2020 ↗
SOTK SONO TEK CORP	SALE	1,000	$2.30	$2.3K	1,312,147	May 11, 2020	May 13, 2020 ↗
SOTK SONO TEK CORP	SALE	500	$2.35	$1.2K	1,313,147	Apr 24, 2020	Apr 28, 2020 ↗
SOTK SONO TEK CORP	SALE	1,700	$2.41	$4.1K	1,313,647	Apr 22, 2020	Apr 23, 2020 ↗
SOTK SONO TEK CORP	SALE	200	$2.35	$470	1,315,347	Apr 21, 2020	Apr 23, 2020 ↗
SOTK SONO TEK CORP	SALE	500	$2.35	$1.2K	1,315,547	Apr 17, 2020	Apr 20, 2020 ↗
SOTK SONO TEK CORP	SALE	500	$2.50	$1.3K	1,316,047	Apr 16, 2020	Apr 20, 2020 ↗

Other insiders · SOTK

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About this filer

CIK 0000939709

ROLE

Director

PRIMARY

SOTK

COMPANIES

ACTIVE SINCE

Apr 2020

MARKETPEEL · /INSIDER/0000939709DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Samuel Schwartz

The morning brief, before the bell.