William J. Walljasper

CASY

SENIOR VP AND CFO · CASEYS GENERAL STORES INC · CIK 0001303323

FILING MIX · LIFETIME20%/80%

BUYS

SELLS

TOTAL VALUE

$416.8K

COMPANIES

ACTIVE SINCE

Oct 2019

HOLDINGS NOW

21,862

AVG SELL PX

$163.99

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 William J. Walljasper, 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%	-15.89%	-3.26%	-12.63%	-12.63%	—
14d	2	+100.00%	-18.75%	+2.56%	-21.31%	-21.31%	—
30d	2	+100.00%	-11.60%	+11.05%	-22.65%	-22.65%	—
60d	2	+100.00%	-10.54%	+13.91%	-24.45%	-24.45%	—
90d	2	+100.00%	-5.17%	+22.17%	-27.35%	-27.35%	—
180d	2	+0.00%	+8.52%	+35.27%	-26.75%	-26.75%	—
1y	2	+0.00%	+27.88%	+60.08%	-32.21%	-32.21%	—
2y	2	+0.00%	+18.25%	+80.11%	-61.87%	-61.87%	—

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

CASY · 21,862 shares · as of Mar 17, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2019

2020

FLOW · 1 buys / 4 sellsCOVERAGE · 2 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
CASY CASEYS GENERAL STORES INC	SALE Senior VP and CFO	2,000	—	—	18,000	Mar 17, 2020	Mar 19, 2020 ↗
CASY CASEYS GENERAL STORES INC	PURCHASE Senior VP and CFO	2,000	$44.39	$88.8K	23,581	Mar 17, 2020	Mar 19, 2020 ↗
CASY CASEYS GENERAL STORES INC	SALE Senior VP and CFO	281	$162.98	$45.8K	21,581	Mar 17, 2020	Mar 19, 2020 ↗
CASY CASEYS GENERAL STORES INC	SALE Senior VP and CFO	1,719	$164.15	$282.2K	21,862	Mar 17, 2020	Mar 19, 2020 ↗
CASY CASEYS GENERAL STORES INC	SALEGRANT Gift	1,525	—	—	21,581	Oct 9, 2019	Mar 19, 2020 ↗

Other insiders · CASY

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About this filer

CIK 0001303323

ROLE

Senior VP and CFO

PRIMARY

CASY

COMPANIES

ACTIVE SINCE

Oct 2019

MARKETPEEL · /INSIDER/0001303323DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

William J. Walljasper

The morning brief, before the bell.