Joseph P. Landy

CRWD

DIRECTOR · CROWDSTRIKE HOLDINGS, INC. · CIK 0001220638

FILING MIX · LIFETIME33%/67%

BUYS

SELLS

TOTAL VALUE

$270.02M

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

276,707

AVG SELL PX

$53.47

Trades · vs SPY

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Performance · forward returns vs SPY

3 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Joseph P. Landy, 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	3	+0.00%	+5.03%	-0.21%	+5.24%	+5.02%	—
14d	3	+0.00%	+8.03%	+1.18%	+6.85%	+4.99%	—
30d	3	+66.67%	+3.94%	+3.38%	+0.56%	-3.82%	—
60d	3	+33.33%	+0.54%	+3.21%	-2.67%	-5.18%	—
90d	3	+0.00%	+21.78%	+0.21%	+21.57%	+19.92%	—
180d	3	+0.00%	+79.66%	+12.19%	+67.47%	+52.62%	—
1y	3	+0.00%	+188.46%	+29.40%	+159.05%	+105.37%	—
2y	3	+0.00%	+115.98%	+30.68%	+85.30%	+39.98%	—

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

CRWD · 276,707 shares · as of Jun 23, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 4 buys / 8 sellsCOVERAGE · 2 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
CRWD CROWDSTRIKE HOLDINGS, INC.	SALEGRANT Gift	230	—	—	276,707	Jun 23, 2020	Jun 25, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	SALEGRANT Gift	6,070	—	—	276,937	Jun 22, 2020	Jun 22, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	SALE	40,000	$100.06	$4.00M	293,007	Jun 18, 2020	Jun 22, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	SALE	10,000	$101.51	$1.02M	283,007	Jun 18, 2020	Jun 22, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	PURCHASE	147,707	—	—	333,007	Jun 4, 2020	Jun 5, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	PURCHASEGRANT Stock grant	107,758	—	—	185,300	Jan 13, 2020	Jan 14, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	PURCHASE	8,987,370	—	—	8,987,370	Jan 13, 2020	Jan 14, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	SALE	8,987,370	—	—	27,455,818	Jan 13, 2020	Jan 14, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	SALE	8,987,370	—	—	0	Jan 13, 2020	Jan 14, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	PURCHASE	5,000,000	—	—	5,000,000	Jan 6, 2020	Jan 8, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	SALE	5,000,000	—	—	36,443,188	Jan 6, 2020	Jan 8, 2020 ↗
CRWD CROWDSTRIKE HOLDINGS, INC.	SALE	5,000,000	$53.00	$265.00M	0	Jan 6, 2020	Jan 8, 2020 ↗

Other insiders · CRWD

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About this filer

CIK 0001220638

ROLE

Director

PRIMARY

CRWD

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001220638DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Joseph P. Landy

The morning brief, before the bell.