Stephanie G. Heim

AMH

CHIEF GOVERNANCE OFFICER, EVP · AMERICAN HOMES 4 RENT · CIK 0001205158

FILING MIX · LIFETIME64%/36%

BUYS

SELLS

TOTAL VALUE

$294.9K

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

2,000

AVG SELL PX

$28.69

Trades · vs SPY

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Performance · forward returns vs SPY

5 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Stephanie G. Heim, 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	5	+40.00%	-2.97%	+5.76%	-8.73%	-12.08%	—
14d	5	+40.00%	-1.47%	+4.03%	-5.50%	-7.00%	—
30d	5	+100.00%	+13.52%	+20.03%	-6.51%	-10.66%	—
60d	5	+100.00%	+9.22%	+23.54%	-14.32%	-18.32%	—
90d	5	+100.00%	+26.78%	+30.84%	-4.06%	-7.91%	—
180d	5	+100.00%	+36.18%	+42.65%	-6.47%	-11.18%	—
1y	5	+100.00%	+48.46%	+65.91%	-17.45%	-22.54%	—
2y	5	+100.00%	+84.32%	+91.64%	-7.31%	-14.05%	—

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

AMH · 2,000 shares · as of Mar 19, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 7 buys / 4 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
AMH AMERICAN HOMES 4 RENT	PURCHASE Chief Governance Officer, EVP	2,000	$19.00	$38.0K	4,000	Mar 19, 2020	Mar 19, 2020 ↗
AMH AMERICAN HOMES 4 RENT	PURCHASE Chief Governance Officer, EVP	1,000	$19.06	$19.1K	1,810	Mar 19, 2020	Mar 19, 2020 ↗
AMH AMERICAN HOMES 4 RENT	PURCHASE Chief Governance Officer, EVP	1,000	$19.06	$19.1K	2,000	Mar 19, 2020	Mar 19, 2020 ↗
AMH AMERICAN HOMES 4 RENT	PURCHASE Chief Governance Officer, EVP	810	$17.01	$13.8K	810	Mar 18, 2020	Mar 19, 2020 ↗
AMH AMERICAN HOMES 4 RENT	PURCHASE Chief Governance Officer, EVP	1,000	$20.70	$20.7K	1,000	Mar 18, 2020	Mar 19, 2020 ↗
AMH AMERICAN HOMES 4 RENT	PURCHASE Chief Governance Officer, EVP	2,000	$20.25	$40.5K	2,000	Mar 18, 2020	Mar 19, 2020 ↗
AMH AMERICAN HOMES 4 RENT	SALE Chief Governance Officer, EVP	345	$27.63	$9.5K	73,455	Feb 25, 2020	Feb 26, 2020 ↗
AMH AMERICAN HOMES 4 RENT	SALE Chief Governance Officer, EVP	864	$28.77	$24.9K	73,800	Feb 24, 2020	Feb 26, 2020 ↗
AMH AMERICAN HOMES 4 RENT	SALE Chief Governance Officer, EVP	1,729	$28.77	$49.7K	74,664	Feb 24, 2020	Feb 26, 2020 ↗
AMH AMERICAN HOMES 4 RENT	SALE Chief Governance Officer, EVP	2,074	$28.77	$59.7K	76,393	Feb 21, 2020	Feb 25, 2020 ↗
AMH AMERICAN HOMES 4 RENT	PURCHASEGRANT Stock grant	19,863	—	—	78,467	Feb 4, 2020	Feb 6, 2020 ↗

Other insiders · AMH

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About this filer

CIK 0001205158

ROLE

Chief Governance Officer, EVP

PRIMARY

AMH

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001205158DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Stephanie G. Heim

The morning brief, before the bell.