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Insider Trading Intelligence
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Carl A. JR Nelson

WOR
DIRECTOR · WORTHINGTON ENTERPRISES, INC. · CIK 0001229316
FILING MIX · LIFETIME65%/35%
BUYS
13
SELLS
7
TOTAL VALUE
$1.25M
COMPANIES
3
ACTIVE SINCE
Jul 2020
HOLDINGS NOW
212,943
AVG SELL PX
$39.43
TRADE KIND
SHOWING 20 / 20
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
1 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Carl A. JR Nelson, 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
7d1+0.00%+6.83%+0.60%+6.23%+6.23%
14d1+0.00%+2.37%+2.48%-0.10%-0.10%
30d1+0.00%+6.28%+4.17%+2.11%+2.11%
60d1+100.00%-1.73%+7.54%-9.27%-9.27%
90d1+0.00%+19.29%+6.27%+13.02%+13.02%
180d1+0.00%+10.93%+14.44%-3.51%-3.51%
1y1+100.00%-17.56%+9.72%-27.27%-27.27%
2y1+0.00%+20.83%+42.50%-21.67%-21.67%
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
WOR · 92,455 shares · as of Sep 29, 2023
023,11446,22869,34192,455202120222023SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
FLOW · 13 buys / 7 sellsCOVERAGE · 17 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
WS
WORTHINGTON STEEL, INC.
PURCHASEGRANT
Stock grant
4,37489,957Sep 27, 2024Oct 1, 2024View →
WS
WORTHINGTON STEEL, INC.
SALE
12,000$30.89$370.6K85,583Apr 26, 2024Apr 30, 2024View →
WS
WORTHINGTON STEEL, INC.
PURCHASEGRANT
Stock grant
7,42897,583Dec 1, 2023Dec 5, 2023View →
WOR
WORTHINGTON ENTERPRISES, INC.
PURCHASEGRANT
Stock grant
2,30092,455Sep 29, 2023Oct 2, 2023View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
PURCHASEGRANT
Stock grant
1,98630,531Jul 20, 2023Jul 24, 2023View →
WOR
WORTHINGTON ENTERPRISES, INC.
PURCHASEGRANT
Stock grant
2,70090,155Sep 28, 2022Sep 30, 2022View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
PURCHASEGRANT
Stock grant
2,45328,545Jul 21, 2022Jul 25, 2022View →
WOR
WORTHINGTON ENTERPRISES, INC.
PURCHASEGRANT
Stock grant
2,40087,455Sep 29, 2021Sep 30, 2021View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
PURCHASEGRANT
Stock grant
1,80726,092Jul 22, 2021Jul 26, 2021View →
WOR
WORTHINGTON ENTERPRISES, INC.
SALE
2,796$63.11$176.5K85,055Feb 19, 2021Feb 22, 2021View →
WOR
WORTHINGTON ENTERPRISES, INC.
SALE
8,0000Feb 19, 2021Feb 22, 2021View →
WOR
WORTHINGTON ENTERPRISES, INC.
PURCHASE
8,000$22.06$176.5K87,851Feb 19, 2021Feb 22, 2021View →
WOR
WORTHINGTON ENTERPRISES, INC.
SALE
8,0000Oct 29, 2020Oct 30, 2020View →
WOR
WORTHINGTON ENTERPRISES, INC.
SALE
2,334$49.44$115.4K79,851Oct 29, 2020Oct 30, 2020View →
WOR
WORTHINGTON ENTERPRISES, INC.
PURCHASE
8,000$14.43$115.4K82,185Oct 29, 2020Oct 30, 2020View →
WOR
WORTHINGTON ENTERPRISES, INC.
PURCHASEGRANT
Stock grant
3,50074,185Sep 23, 2020Sep 24, 2020View →
WOR
WORTHINGTON ENTERPRISES, INC.
SALE
3,388$43.24$146.5K70,685Aug 10, 2020Aug 10, 2020View →
WOR
WORTHINGTON ENTERPRISES, INC.
SALE
9,7500Aug 10, 2020Aug 10, 2020View →
WOR
WORTHINGTON ENTERPRISES, INC.
PURCHASE
9,750$15.03$146.5K74,073Aug 10, 2020Aug 10, 2020View →
WMS
ADVANCED DRAINAGE SYSTEMS, INC.
PURCHASEGRANT
Stock grant
3,55124,285Jul 23, 2020Jul 27, 2020View →
Other insiders · WOR
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About this filer
CIK 0001229316
ROLE
Director
PRIMARY
WOR
COMPANIES
3
ACTIVE SINCE
Jul 2020
MARKETPEEL · /INSIDER/0001229316DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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