| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 17 | +11.76% | +2.56% | +1.89% | +0.67% | +0.30% | — |
| 14d | 17 | +82.35% | -0.56% | +1.40% | -1.96% | -1.52% | — |
| 30d | 17 | +82.35% | -0.16% | +5.51% | -5.67% | -7.51% | — |
| 60d | 17 | +82.35% | -2.28% | +4.29% | -6.57% | -11.08% | — |
| 90d | 17 | +5.88% | +15.30% | +8.16% | +7.15% | +7.82% | — |
| 180d | 17 | +5.88% | +24.83% | +18.56% | +6.27% | +2.26% | — |
| 1y | 17 | +5.88% | +23.92% | +37.62% | -13.70% | -21.72% | — |
| 2y | 17 | +94.12% | -46.30% | +26.28% | -72.58% | -77.07% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| WLTH WEALTHFRONT CORP | PURCHASEGRANT Stock grant | 19,446 | — | — | 19,446 | Jun 23, 2026 | Jun 25, 2026 ↗ | View → |
| WLTH WEALTHFRONT CORP | SALE | 2,126 | — | — | 25,511 | Jun 15, 2026 | Jun 17, 2026 ↗ | View → |
| WLTH WEALTHFRONT CORP | PURCHASE | 2,126 | — | — | 8,503 | Jun 15, 2026 | Jun 17, 2026 ↗ | View → |
| WLTH WEALTHFRONT CORP | SALE10b5-1 10b5-1 plan | 638 | $9.12 | $5.8K | 7,865 | Jun 15, 2026 | Jun 17, 2026 ↗ | View → |
| WLTH WEALTHFRONT CORP | PURCHASE | 2,126 | — | — | 6,377 | Mar 15, 2026 | Mar 17, 2026 ↗ | View → |
| WLTH WEALTHFRONT CORP | SALE | 2,126 | — | — | 27,637 | Mar 15, 2026 | Mar 17, 2026 ↗ | View → |
| WLTH WEALTHFRONT CORP | SALE | 2,126 | — | — | 29,763 | Dec 15, 2025 | Dec 17, 2025 ↗ | View → |
| WLTH WEALTHFRONT CORP | PURCHASE | 2,126 | — | — | 4,251 | Dec 15, 2025 | Dec 17, 2025 ↗ | View → |
| WLTH WEALTHFRONT CORP | PURCHASE | 2,125 | — | — | 2,125 | Dec 11, 2025 | Dec 15, 2025 ↗ | View → |
| WLTH WEALTHFRONT CORP | SALE | 2,125 | — | — | 31,889 | Dec 11, 2025 | Dec 15, 2025 ↗ | View → |
| OKTA OKTA, INC. | PURCHASE | 862 | — | — | 862 | Jun 17, 2022 | Jun 21, 2022 ↗ | View → |
| OKTA OKTA, INC. | SALE | 862 | — | — | 0 | Jun 17, 2022 | Jun 21, 2022 ↗ | View → |
| OKTA OKTA, INC. | PURCHASEGRANT Stock grant | 862 | — | — | 862 | Jun 17, 2021 | Jun 21, 2021 ↗ | View → |
| OKTA OKTA, INC. | SALE | 1,064 | — | — | 0 | Jun 16, 2021 | Jun 21, 2021 ↗ | View → |
| OKTA OKTA, INC. | PURCHASE | 1,064 | — | — | 18,334 | Jun 16, 2021 | Jun 21, 2021 ↗ | View → |
| OKTA OKTA, INC. | SALE | 30,000 | — | — | 100,000 | Dec 10, 2020 | Dec 14, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 30,000 | $249.00 | $7.47M | 17,270 | Dec 10, 2020 | Dec 14, 2020 ↗ | View → |
| OKTA OKTA, INC. | PURCHASE | 30,000 | — | — | 47,270 | Dec 10, 2020 | Dec 14, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 400 | $220.06 | $88.0K | 17,270 | Jul 30, 2020 | Aug 3, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 10,000 | — | — | 130,000 | Jul 30, 2020 | Aug 3, 2020 ↗ | View → |
| OKTA OKTA, INC. | PURCHASE | 10,000 | — | — | 27,270 | Jul 30, 2020 | Aug 3, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 9,600 | $219.42 | $2.11M | 17,670 | Jul 30, 2020 | Aug 3, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 3,400 | $203.11 | $690.6K | 34,742 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | PURCHASE | 30,000 | — | — | 47,270 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 30,000 | — | — | 140,000 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 7,267 | $204.19 | $1.48M | 27,475 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 828 | $200.25 | $165.8K | 44,042 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 600 | $196.46 | $117.9K | 46,470 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 4,500 | $202.07 | $909.3K | 38,142 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 200 | $194.53 | $38.9K | 47,070 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 3,485 | $206.22 | $718.7K | 18,870 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 5,120 | $205.26 | $1.05M | 22,355 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 1,400 | $201.29 | $281.8K | 42,642 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 1,600 | $207.10 | $331.4K | 17,270 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 1,000 | $199.07 | $199.1K | 44,870 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 600 | $197.83 | $118.7K | 45,870 | Jul 14, 2020 | Jul 16, 2020 ↗ | View → |
| OKTA OKTA, INC. | PURCHASEGRANT Stock grant | 1,064 | — | — | 1,064 | Jun 16, 2020 | Jun 18, 2020 ↗ | View → |
| OKTA OKTA, INC. | PURCHASE | 1,535 | — | — | 17,270 | Jun 13, 2020 | Jun 15, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 1,535 | — | — | 0 | Jun 13, 2020 | Jun 15, 2020 ↗ | View → |
| PINS PINTEREST, INC. | PURCHASEGRANT Stock grant | 13,440 | — | — | 23,111 | May 22, 2020 | May 27, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 10,000 | $148.28 | $1.48M | 15,735 | Apr 16, 2020 | Apr 20, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 10,000 | — | — | 170,000 | Apr 16, 2020 | Apr 20, 2020 ↗ | View → |
| OKTA OKTA, INC. | PURCHASE | 10,000 | — | — | 25,735 | Apr 16, 2020 | Apr 20, 2020 ↗ | View → |
| OKTA OKTA, INC. | PURCHASE | 10,000 | — | — | 25,735 | Jan 6, 2020 | Jan 8, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 10,000 | — | — | 180,000 | Jan 6, 2020 | Jan 8, 2020 ↗ | View → |
| OKTA OKTA, INC. | SALE | 10,000 | $123.29 | $1.23M | 15,735 | Jan 6, 2020 | Jan 8, 2020 ↗ | View → |