Herbert Simon

SPG

DIRECTOR · SIMON PROPERTY GROUP INC. · CIK 0001235745

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$9.93M

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

94,286

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 Herbert Simon, 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%	+38.78%	+3.44%	+35.34%	+35.34%	—
14d	2	+100.00%	+4.72%	+3.17%	+1.54%	+1.54%	—
30d	2	+100.00%	+24.93%	+20.13%	+4.80%	+4.80%	—
60d	2	+100.00%	+26.69%	+23.65%	+3.05%	+3.05%	—
90d	2	+100.00%	+68.13%	+31.17%	+36.96%	+36.96%	—
180d	2	+100.00%	+53.98%	+42.48%	+11.50%	+11.50%	—
1y	2	+100.00%	+174.55%	+66.17%	+108.38%	+108.38%	—
2y	2	+100.00%	+225.29%	+91.80%	+133.49%	+133.49%	—

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

SPG · 94,286 shares · as of Mar 18, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 2 buys / 0 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
SPG SIMON PROPERTY GROUP INC.	PURCHASE	94,286	$52.67	$4.97M	94,286	Mar 18, 2020	Mar 18, 2020 ↗
SPG SIMON PROPERTY GROUP INC.	PURCHASE	94,286	$52.68	$4.97M	94,286	Mar 18, 2020	Mar 18, 2020 ↗

Other insiders · SPG

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About this filer

CIK 0001235745

ROLE

Director

PRIMARY

SPG

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001235745DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Herbert Simon

The morning brief, before the bell.