James E. Healey

SMPL

DIRECTOR · SIMPLY GOOD FOODS CO · CIK 0001199801

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$84.3K

COMPANIES

ACTIVE SINCE

Apr 2020

HOLDINGS NOW

62,212

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by James E. Healey, 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	2	+100.00%	+18.94%	+0.33%	+18.61%	+18.61%	—
14d	2	+100.00%	+12.67%	+0.32%	+12.35%	+12.35%	—
30d	2	+100.00%	+27.23%	+5.12%	+22.11%	+22.11%	—
60d	2	+100.00%	+19.82%	+16.18%	+3.64%	+3.64%	—
90d	2	+100.00%	+40.47%	+14.15%	+26.31%	+26.31%	—
180d	2	+100.00%	+38.63%	+21.41%	+17.22%	+17.22%	—
1y	2	+100.00%	+98.42%	+50.29%	+48.13%	+48.13%	—
2y	2	+100.00%	+164.53%	+65.63%	+98.91%	+98.91%	—

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

SMPL · 62,212 shares · as of Sep 6, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 4 buys / 0 sellsCOVERAGE · 6 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
SMPL SIMPLY GOOD FOODS CO	PURCHASEGRANT Stock grant	2,812	—	—	62,212	Sep 6, 2021	Sep 8, 2021 ↗
SMPL SIMPLY GOOD FOODS CO	PURCHASEGRANT Stock grant	4,222	—	—	59,400	Sep 6, 2020	Sep 8, 2020 ↗
SMPL SIMPLY GOOD FOODS CO	PURCHASE	2,500	$16.92	$42.3K	52,678	Apr 9, 2020	Apr 9, 2020 ↗
SMPL SIMPLY GOOD FOODS CO	PURCHASE	2,500	$16.80	$42.0K	55,178	Apr 9, 2020	Apr 9, 2020 ↗

Other insiders · SMPL

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About this filer

CIK 0001199801

ROLE

Director

PRIMARY

SMPL

COMPANIES

ACTIVE SINCE

Apr 2020

MARKETPEEL · /INSIDER/0001199801DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

James E. Healey

The morning brief, before the bell.