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Insider Trading Intelligence
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Esther Kay Stepp

FC
DIRECTOR · FRANKLIN COVEY CO · CIK 0001183372
FILING MIX · LIFETIME25%/75%
BUYS
3
SELLS
9
TOTAL VALUE
$804.8K
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
16,540
AVG SELL PX
$23.09
TRADE KIND
SHOWING 12 / 12
Trades · vs SPY
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Performance · forward returns vs SPY
7 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Esther Kay Stepp, 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
7d7+57.14%-0.78%+0.41%-1.18%-0.30%
14d7+42.86%+2.14%+1.75%+0.40%+0.14%
30d7+42.86%-5.20%+1.23%-6.43%-4.14%
60d7+57.14%-9.27%+3.42%-12.70%-19.38%
90d7+57.14%-4.63%+8.66%-13.29%-15.65%
180d7+28.57%-0.84%+19.67%-20.51%-20.37%
1y7+28.57%+42.97%+39.44%+3.53%+5.09%
2y7+0.00%+101.19%+44.25%+56.94%+45.35%
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
FC · 16,540 shares · as of Nov 24, 2020
013,85727,71541,57255,429SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
FLOW · 3 buys / 9 sellsCOVERAGE · 4 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
FC
FRANKLIN COVEY CO
SALE
4,075$22.61$92.1K16,540Nov 24, 2020Dec 1, 2020
FC
FRANKLIN COVEY CO
SALEGRANT
Gift
4,03520,615Nov 16, 2020Dec 1, 2020
FC
FRANKLIN COVEY CO
SALE
4,000$23.57$94.3K24,650Jun 19, 2020Jun 22, 2020
FC
FRANKLIN COVEY CO
SALE
6,779$20.32$137.7K28,650Jun 2, 2020Jun 4, 2020
FC
FRANKLIN COVEY CO
PURCHASE
14,45335,429Jun 2, 2020Jun 4, 2020
FC
FRANKLIN COVEY CO
PURCHASE
14,4530Jun 2, 2020Jun 4, 2020
FC
FRANKLIN COVEY CO
SALE
4,000$19.80$79.2K35,429May 21, 2020May 22, 2020
FC
FRANKLIN COVEY CO
SALE
4,000$17.20$68.8K39,429Apr 21, 2020Apr 22, 2020
FC
FRANKLIN COVEY CO
SALE
4,000$15.39$61.5K43,429Mar 20, 2020Mar 23, 2020
FC
FRANKLIN COVEY CO
SALE
4,000$35.07$140.3K47,429Feb 21, 2020Feb 24, 2020
FC
FRANKLIN COVEY CO
SALE
4,000$32.70$130.8K51,429Jan 24, 2020Jan 27, 2020
FC
FRANKLIN COVEY CO
PURCHASEGRANT
Stock grant
3,06055,429Jan 24, 2020Jan 27, 2020
Other insiders · FC
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About this filer
CIK 0001183372
ROLE
Director
PRIMARY
FC
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001183372DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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