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Insider Trading Intelligence
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Donald V. Weir

CBZ
DIRECTOR · CBIZ, INC. · CIK 0001006309
FILING MIX · LIFETIME33%/67%
BUYS
1
SELLS
2
TOTAL VALUE
$415.2K
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
9,999
AVG SELL PX
$21.87
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
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Performance · forward returns vs SPY
2 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Donald V. Weir, 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.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d2+50.00%-1.36%+0.22%-1.58%-1.58%
14d2+0.00%+1.87%+3.04%-1.17%-1.17%
30d2+0.00%+13.53%+8.32%+5.20%+5.20%
60d2+0.00%+7.11%+10.12%-3.01%-3.01%
90d2+0.00%+13.64%+15.50%-1.86%-1.86%
180d2+0.00%+10.63%+20.10%-9.47%-9.47%
1y2+0.00%+56.47%+45.48%+10.99%+10.99%
2y2+0.00%+78.69%+41.97%+36.72%+36.72%
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
CBZ · 9,999 shares · as of May 18, 2020
05,76611,53117,29723,062SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
FLOW · 1 buys / 2 sellsCOVERAGE · 2 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
CBZ
CBIZ, INC.
SALE
6,107$21.97$134.2K9,999May 18, 2020May 20, 2020
CBZ
CBIZ, INC.
SALE
6,956$21.79$151.6K16,106May 7, 2020May 11, 2020
CBZ
CBIZ, INC.
PURCHASEGRANT
Stock grant
5,000$25.89$129.4K23,062Feb 27, 2020Mar 2, 2020
Other insiders · CBZ
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About this filer
CIK 0001006309
ROLE
Director
PRIMARY
CBZ
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001006309DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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