Richard E. Caruso

IART

10% OWNER · INTEGRA LIFESCIENCES HOLDINGS CORP · CIK 0001187576

FILING MIX · LIFETIME40%/60%

BUYS

SELLS

TOTAL VALUE

$29.51M

COMPANIES

ACTIVE SINCE

Apr 2020

HOLDINGS NOW

10,291,205

AVG SELL PX

$48.47

Trades · vs SPY

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Performance · forward returns vs SPY

1 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Richard E. Caruso, 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	1	+100.00%	-2.96%	-0.99%	-1.97%	-1.97%	—
14d	1	+0.00%	+1.54%	+0.58%	+0.96%	+0.96%	—
30d	1	+0.00%	+3.81%	+3.65%	+0.17%	+0.17%	—
60d	1	+0.00%	+4.77%	+8.86%	-4.08%	-4.08%	—
90d	1	+100.00%	-2.04%	+9.15%	-11.19%	-11.19%	—
180d	1	+0.00%	+24.24%	+19.54%	+4.70%	+4.70%	—
1y	1	+0.00%	+43.23%	+35.66%	+7.57%	+7.57%	—
2y	1	+0.00%	+13.30%	+21.32%	-8.03%	-8.03%	—

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

IART · 10,291,205 shares · as of Jun 18, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 2 buys / 3 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
IART INTEGRA LIFESCIENCES HOLDINGS CORP	SALE	600,000	$48.47	$29.08M	10,291,205	Jun 18, 2020	Jun 22, 2020 ↗
IART INTEGRA LIFESCIENCES HOLDINGS CORP	SALE	15,658	—	—	13,876	Apr 22, 2020	Apr 24, 2020 ↗
IART INTEGRA LIFESCIENCES HOLDINGS CORP	SALE	13,876	—	—	0	Apr 22, 2020	Apr 24, 2020 ↗
IART INTEGRA LIFESCIENCES HOLDINGS CORP	PURCHASE	13,876	$14.65	$203.2K	163,668	Apr 22, 2020	Apr 24, 2020 ↗
IART INTEGRA LIFESCIENCES HOLDINGS CORP	PURCHASE	15,658	$14.65	$229.3K	149,792	Apr 22, 2020	Apr 24, 2020 ↗

Other insiders · IART

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About this filer

CIK 0001187576

ROLE

10% Owner

PRIMARY

IART

COMPANIES

ACTIVE SINCE

Apr 2020

MARKETPEEL · /INSIDER/0001187576DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Richard E. Caruso

The morning brief, before the bell.