Stephen E. Merrill

OGE

CHIEF FINANCIAL OFFICER · OGE ENERGY CORP. · CIK 0001216780

FILING MIX · LIFETIME33%/67%

BUYS

SELLS

TOTAL VALUE

$1.66M

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

59,449

AVG SELL PX

$36.74

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 Stephen E. Merrill, 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%	-1.81%	-1.41%	-0.41%	-0.41%	—
14d	1	+100.00%	-6.66%	-0.14%	-6.52%	-6.52%	—
30d	1	+100.00%	-7.87%	+2.10%	-9.97%	-9.97%	—
60d	1	+100.00%	-8.66%	+4.07%	-12.73%	-12.73%	—
90d	1	+100.00%	-7.96%	+8.76%	-16.71%	-16.71%	—
180d	1	+0.00%	+1.64%	+15.77%	-14.12%	-14.12%	—
1y	1	+0.00%	+5.38%	+31.26%	-25.89%	-25.89%	—
2y	1	+0.00%	+22.53%	+12.29%	+10.24%	+10.24%	—

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

OGE · 59,449 shares · as of Nov 16, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 2 buys / 4 sellsCOVERAGE · 4 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
OGE OGE ENERGY CORP.	SALE Chief Financial Officer	12,300	$34.30	$421.8K	59,449	Nov 16, 2020	Nov 17, 2020 ↗
OGE OGE ENERGY CORP.	SALE Chief Financial Officer	15,235.69	$32.87	$500.8K	0	Nov 10, 2020	Nov 12, 2020 ↗
OGE OGE ENERGY CORP.	SALE Chief Financial Officer	5,067.625	$34.22	$173.4K	0	Nov 10, 2020	Nov 12, 2020 ↗
OGE OGE ENERGY CORP.	SALE Chief Financial Officer	12,609	$44.80	$564.9K	67,289	Feb 26, 2020	Feb 27, 2020 ↗
OGE OGE ENERGY CORP.	PURCHASEGRANT Stock grant	4,460	—	—	71,749	Feb 25, 2020	Feb 27, 2020 ↗
OGE OGE ENERGY CORP.	PURCHASEGRANT Stock grant	28,342	—	—	79,898	Feb 25, 2020	Feb 27, 2020 ↗

Other insiders · OGE

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About this filer

CIK 0001216780

ROLE

Chief Financial Officer

PRIMARY

OGE

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001216780DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Stephen E. Merrill

The morning brief, before the bell.