Michael Kalkstein

COO

DIRECTOR · COOPER COMPANIES, INC. · CIK 0001183216

FILING MIX · LIFETIME44%/56%

BUYS

SELLS

TOTAL VALUE

$3.88M

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

AVG SELL PX

$316.20

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizonsHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by Michael Kalkstein, 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	2	+0.00%	+3.07%	+0.54%	+2.53%	+2.53%	—
14d	2	+0.00%	+7.96%	+1.86%	+6.10%	+6.10%	—
30d	2	+0.00%	+7.29%	-0.97%	+8.27%	+8.27%	—
60d	2	+0.00%	+3.76%	-4.86%	+8.62%	+8.62%	—
90d	2	+100.00%	-15.54%	-23.78%	+8.24%	+8.24%	—
180d	2	+100.00%	-12.27%	-4.10%	-8.16%	-8.16%	—
1y	2	+0.00%	+12.39%	+17.23%	-4.85%	-4.85%	—
2y	2	+0.00%	+29.62%	+50.92%	-21.30%	-21.30%	—

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

COO · 0 shares · as of Apr 1, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 4 buys / 5 sellsCOVERAGE · 2 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
COO COOPER COMPANIES, INC.	PURCHASE	913	—	—	913	Apr 1, 2020	Apr 3, 2020 ↗	View →
COO COOPER COMPANIES, INC.	SALE	913	$273.05	$249.3K	0	Apr 1, 2020	Apr 3, 2020 ↗	View →
COO COOPER COMPANIES, INC.	PURCHASE	913	—	—	0	Apr 1, 2020	Apr 3, 2020 ↗	View →
COO COOPER COMPANIES, INC.	SALE	3,000	—	—	0	Jan 2, 2020	Jan 6, 2020 ↗	View →
COO COOPER COMPANIES, INC.	SALE	6,500	$320.35	$2.08M	5,838	Jan 2, 2020	Jan 6, 2020 ↗	View →
COO COOPER COMPANIES, INC.	PURCHASE	3,000	$49.57	$148.7K	8,838	Jan 2, 2020	Jan 6, 2020 ↗	View →
COO COOPER COMPANIES, INC.	SALE	6,500	—	—	0	Jan 2, 2020	Jan 6, 2020 ↗	View →
COO COOPER COMPANIES, INC.	PURCHASE	6,500	$66.80	$434.2K	12,338	Jan 2, 2020	Jan 6, 2020 ↗	View →
COO COOPER COMPANIES, INC.	SALE	3,000	$320.35	$961.0K	5,838	Jan 2, 2020	Jan 6, 2020 ↗	View →

Other insiders · COO

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About this filer

CIK 0001183216

ROLE

Director

PRIMARY

COO

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001183216DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Michael Kalkstein

The morning brief, before the bell.