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Rowland Moriarty

WEX
DIRECTOR · WEX INC. · CIK 0001182936
FILING MIX · LIFETIME20%/80%
BUYS
1
SELLS
4
TOTAL VALUE
$1.87M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
13,585
AVG SELL PX
$234.13
TRADE KIND
SHOWING 5 / 5
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Rowland Moriarty, 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
7d3+100.00%-13.21%-7.67%-5.54%-7.02%
14d3+100.00%-21.66%-8.63%-13.03%-14.69%
30d3+100.00%-61.35%-30.84%-30.50%-31.90%
60d3+100.00%-52.20%-15.65%-36.55%-36.98%
90d3+100.00%-42.71%-12.75%-29.95%-30.34%
180d3+100.00%-30.67%+1.07%-31.74%-32.10%
1y3+100.00%-5.31%+18.00%-23.31%-24.51%
2y3+100.00%-29.42%+32.99%-62.41%-63.01%
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
WEX · 13,585 shares · as of May 9, 2020
09,99519,98929,98439,978SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
FLOW · 1 buys / 4 sellsCOVERAGE · 2 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
WEX
WEX INC.
SALE
7360May 9, 2020May 12, 2020
WEX
WEX INC.
PURCHASE
73613,585May 9, 2020May 12, 2020
WEX
WEX INC.
SALE
5,000$234.63$1.17M34,978Feb 19, 2020Feb 20, 2020
WEX
WEX INC.
SALE
2,000$234.71$469.4K13,600Feb 19, 2020Feb 20, 2020
WEX
WEX INC.
SALE
1,000$230.44$230.4K39,978Feb 18, 2020Feb 20, 2020
Other insiders · WEX
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About this filer
CIK 0001182936
ROLE
Director
PRIMARY
WEX
COMPANIES
1
ACTIVE SINCE
Feb 2020
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