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JT

Jamie Thingelstad

SPSC
EVP, CHIEF TECHNOLOGY OFFICER · SPS COMMERCE INC · CIK 0001187473
FILING MIX · LIFETIME34%/66%
BUYS
11
SELLS
21
TOTAL VALUE
$2.88M
COMPANIES
2
ACTIVE SINCE
Aug 2024
HOLDINGS NOW
96,277
AVG SELL PX
$123.36
TRADE KIND
SHOWING 32 / 32
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
16 backtested trades · 8 horizons · 20 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Jamie Thingelstad, 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
7d16+87.50%-2.83%-1.52%-1.31%-2.63%—
14d16+87.50%-10.52%-2.11%-8.41%-3.89%—
30d16+87.50%-16.54%-4.95%-11.58%-3.57%—
60d16+87.50%-17.60%-9.56%-8.04%-2.98%—
90d16+56.25%-9.17%-5.62%-4.74%-4.57%—
180d16(2 pending)+100.00%-22.66%+5.30%-27.96%-28.08%—
1y16(2 pending)+100.00%-55.72%+13.59%-69.31%-69.61%—
2y16(16 pending)——————
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
SPSC · 95,777 shares · as of May 8, 2026
0431,923863,8471,295,7701,727,69320252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 11 buys / 21 sellsCOVERAGE · 8 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
SPSC
SPS COMMERCE INC
PURCHASEGRANT
Stock grant
39,433——95,777May 8, 2026May 11, 2026 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
1,900$54.80$104.1K56,862Feb 24, 2026Feb 24, 2026 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
518$55.47$28.7K56,344Feb 24, 2026Feb 24, 2026 ↗View →
SPSC
SPS COMMERCE INC
PURCHASEGRANT
Stock grant
23,295——58,762Feb 20, 2026Feb 24, 2026 ↗View →
SPSC
SPS COMMERCE INC
SALE
EVP, Chief Technology Officer
8,118——0Nov 4, 2025Nov 6, 2025 ↗View →
SPSC
SPS COMMERCE INC
PURCHASE
EVP, Chief Technology Officer
8,118$54.54$442.8K42,088Nov 4, 2025Nov 6, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE
EVP, Chief Technology Officer
6,621$82.53$546.4K35,467Nov 4, 2025Nov 6, 2025 ↗View →
AIRT
AIR T INC
PURCHASEGRANT
Stock grant
292——292Aug 11, 2025Aug 14, 2025 ↗View →
AIRT
AIR T INC
PURCHASEGRANT
Stock grant
290——290Aug 11, 2025Aug 14, 2025 ↗View →
AIRT
AIR T INC
PURCHASEGRANT
Stock grant
500——500Aug 11, 2025Aug 14, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE
EVP, Chief Technology Officer
555$143.99$79.9K1,724,922Feb 20, 2025Feb 20, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE
EVP, Chief Technology Officer
185$145.20$26.9K1,724,737Feb 20, 2025Feb 20, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
555$143.99$79.9K36,549Feb 19, 2025Feb 28, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
185$145.20$26.9K36,364Feb 19, 2025Feb 28, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
400$149.24$59.7K37,104Feb 19, 2025Feb 28, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
906$146.74$132.9K38,414Feb 19, 2025Feb 28, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
910$148.65$135.3K37,504Feb 19, 2025Feb 28, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE
EVP, Chief Technology Officer
906$146.74$132.9K1,726,787Feb 19, 2025Feb 20, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE
EVP, Chief Technology Officer
910$148.65$135.3K1,725,877Feb 19, 2025Feb 20, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE
EVP, Chief Technology Officer
400$149.24$59.7K1,725,477Feb 19, 2025Feb 20, 2025 ↗View →
SPSC
SPS COMMERCE INC
PURCHASEGRANT
Stock grant
11,627——39,320Feb 18, 2025Feb 28, 2025 ↗View →
SPSC
SPS COMMERCE INC
PURCHASEGRANT
Stock grant
9,233——36,926Feb 18, 2025Jun 27, 2025 ↗View →
SPSC
SPS COMMERCE INC
PURCHASEGRANT
Stock grant
1,700,000——1,727,693Feb 18, 2025Feb 20, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
68$184.78$12.6K27,693Jan 31, 2025Feb 3, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
700$187.58$131.3K27,861Jan 30, 2025Feb 3, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
626$185.52$116.1K29,261Jan 30, 2025Feb 3, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
100$188.55$18.9K27,761Jan 30, 2025Feb 3, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
700$186.57$130.6K28,561Jan 30, 2025Feb 3, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
316$184.27$58.2K29,887Jan 30, 2025Feb 3, 2025 ↗View →
SPSC
SPS COMMERCE INC
SALE10b5-1
10b5-1 plan
2,288$183.47$419.8K30,203Jan 30, 2025Feb 3, 2025 ↗View →
SPSC
SPS COMMERCE INC
PURCHASEGRANT
Stock grant
11,970——32,491Jan 29, 2025Feb 3, 2025 ↗View →
SPSC
SPS COMMERCE INC
PURCHASEGRANT
Stock grant
2,029——20,521Aug 1, 2024Aug 15, 2024 ↗View →
Other insiders · SPSC
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About this filer
CIK 0001187473
ROLE
EVP, Chief Technology Officer
PRIMARY
SPSC
COMPANIES
2
ACTIVE SINCE
Aug 2024
MARKETPEEL · /INSIDER/0001187473DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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