MarketPeel
Insider Trading Intelligence
JA

J. Richard Atwood

SOR
PRESIDENT · SOURCE CAPITAL /DE/ · CIK 0001192887
FILING MIX · LIFETIME100%/0%
BUYS
5
SELLS
0
TOTAL VALUE
$226.9K
COMPANIES
1
ACTIVE SINCE
Sep 2020
HOLDINGS NOW
27,880
AVG SELL PX
TRADE KIND
SHOWING 5 / 5
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
5 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by J. Richard Atwood, 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
7d5+100.00%+1.18%+1.27%-0.10%+0.12%
14d5+100.00%+2.22%+4.32%-2.10%-2.39%
30d5+40.00%-0.70%+0.42%-1.12%-1.45%
60d5+100.00%+9.13%+8.89%+0.25%+0.14%
90d5+100.00%+12.01%+12.05%-0.04%+0.04%
180d5+100.00%+22.30%+19.39%+2.90%+3.25%
1y5+100.00%+29.69%+33.10%-3.41%-3.29%
2y5+100.00%+14.43%+13.41%+1.02%+0.69%
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
SOR · 27,879.721 shares · as of Sep 30, 2020
06,97013,94020,91027,880SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
FLOW · 5 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
SOR
SOURCE CAPITAL /DE/
PURCHASE
President
2,000$37.25$74.5K27,879.721Sep 30, 2020Oct 1, 2020
SOR
SOURCE CAPITAL /DE/
PURCHASE
President
105$36.45$3.8K25,879.721Sep 29, 2020Sep 30, 2020
SOR
SOURCE CAPITAL /DE/
PURCHASE
President
1,000$36.75$36.8K25,774.721Sep 28, 2020Sep 29, 2020
SOR
SOURCE CAPITAL /DE/
PURCHASE
President
1,100$35.88$39.5K24,774.721Sep 25, 2020Sep 28, 2020
SOR
SOURCE CAPITAL /DE/
PURCHASE
President
2,000$36.18$72.3K23,674.721Sep 22, 2020Sep 23, 2020
Other insiders · SOR
Loading peer insiders…
About this filer
CIK 0001192887
ROLE
President
PRIMARY
SOR
COMPANIES
1
ACTIVE SINCE
Sep 2020
MARKETPEEL · /INSIDER/0001192887DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

One short email. Insider buys, congressional trades, and plain-English analysis.

Feedback