David B. Kelso

EXLS

DIRECTOR · EXLSERVICE HOLDINGS, INC. · CIK 0001187801

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$540.6K

COMPANIES

ACTIVE SINCE

Jun 2020

HOLDINGS NOW

38,061

AVG SELL PX

$83.71

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 David B. Kelso, 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	+0.00%	+3.13%	+1.50%	+1.64%	+1.64%	—
14d	1	+0.00%	+3.16%	+1.05%	+2.11%	+2.11%	—
30d	1	+0.00%	+4.56%	+4.40%	+0.15%	+0.15%	—
60d	1	+0.00%	+0.35%	+6.94%	-6.59%	-6.59%	—
90d	1	+0.00%	+6.96%	+6.68%	+0.28%	+0.28%	—
180d	1	+0.00%	+24.83%	+16.02%	+8.81%	+8.81%	—
1y	1	+0.00%	+62.18%	+30.17%	+32.01%	+32.01%	—
2y	1	+0.00%	+112.80%	+10.40%	+102.40%	+102.40%	—

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

EXLS · 38,061 shares · as of Jun 15, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 4 buys / 4 sellsCOVERAGE · 5 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
EXLS EXLSERVICE HOLDINGS, INC.	PURCHASE	2,363	—	—	7,870	Jun 15, 2021	Jun 17, 2021 ↗
EXLS EXLSERVICE HOLDINGS, INC.	SALE	2,363	—	—	38,061	Jun 15, 2021	Jun 17, 2021 ↗
EXLS EXLSERVICE HOLDINGS, INC.	SALE	5,138	$83.71	$430.1K	5,507	Dec 10, 2020	Dec 14, 2020 ↗
EXLS EXLSERVICE HOLDINGS, INC.	PURCHASE	5,138	$21.50	$110.5K	10,645	Dec 10, 2020	Dec 14, 2020 ↗
EXLS EXLSERVICE HOLDINGS, INC.	SALE	5,138	—	—	0	Dec 10, 2020	Dec 14, 2020 ↗
EXLS EXLSERVICE HOLDINGS, INC.	SALE	1,796	—	—	40,424	Jun 17, 2020	Jun 19, 2020 ↗
EXLS EXLSERVICE HOLDINGS, INC.	PURCHASE	1,796	—	—	5,507	Jun 17, 2020	Jun 19, 2020 ↗
EXLS EXLSERVICE HOLDINGS, INC.	PURCHASEGRANT Stock grant	2,363	—	—	42,220	Jun 15, 2020	Jun 17, 2020 ↗

Other insiders · EXLS

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About this filer

CIK 0001187801

ROLE

Director

PRIMARY

EXLS

COMPANIES

ACTIVE SINCE

Jun 2020

MARKETPEEL · /INSIDER/0001187801DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

David B. Kelso

The morning brief, before the bell.