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Insider Trading Intelligence
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Lloyd M. Yates

SON
DIRECTOR · SONOCO PRODUCTS CO · CIK 0001311411
FILING MIX · LIFETIME86%/14%
BUYS
37
SELLS
6
TOTAL VALUE
$44.32M
COMPANIES
4
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
544,638
AVG SELL PX
$44.30
TRADE KIND
SHOWING 43 / 43
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizons · 1 pending
Forward-return performance of every backtestable P/S trade by Lloyd M. Yates, 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
7d3+100.00%+1.41%+1.57%-0.16%-0.93%—
14d3+33.33%+1.29%+2.57%-1.28%-1.51%—
30d3+66.67%+3.54%+2.32%+1.22%+1.23%—
60d3+33.33%+3.07%+4.08%-1.01%-2.18%—
90d3+33.33%+9.88%+9.97%-0.09%+0.34%—
180d3+33.33%+16.71%+18.32%-1.61%-3.34%—
1y3+66.67%+25.51%+33.42%-7.92%-4.49%—
2y3(1 pending)+100.00%+45.72%+47.98%-2.26%-2.26%—
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
SON · 5,654 shares · as of Mar 10, 2022
01,4142,8274,2415,65420212022SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 37 buys / 6 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
MRSH
MARSH & MCLENNAN COMPANIES, INC.
PURCHASEGRANT
Stock grant
1,349.82$159.28$215.0K12,390.99Jun 1, 2026Jun 3, 2026 ↗View →
NI
NISOURCE INC.
SALE
Director and President & CEO
19,905$47.73$950.1K519,556.732May 21, 2026May 26, 2026 ↗View →
MRSH
MARSH & MCLENNAN COMPANIES, INC.
PURCHASE
60.27$160.60$9.7K11,041.17May 15, 2026May 18, 2026 ↗View →
MRSH
MARSH & MCLENNAN COMPANIES, INC.
PURCHASEGRANT
Stock grant
225.72$160.60$36.3K10,980.9May 15, 2026May 18, 2026 ↗View →
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
275,962$47.30$13.05M672,010.483Feb 27, 2026Mar 3, 2026 ↗View →
NI
NISOURCE INC.
SALE
Director and President & CEO
117,285$47.30$5.55M554,725.483Feb 27, 2026Mar 3, 2026 ↗View →
NI
NISOURCE INC.
SALE
Director and President & CEO
15,433$47.30$730.0K539,292.483Feb 27, 2026Mar 3, 2026 ↗View →
MRSH
MARSH & MCLENNAN COMPANIES, INC.
PURCHASEGRANT
Stock grant
208.92$173.51$36.2K10,755.18Feb 15, 2026Feb 18, 2026 ↗View →
MRSH
MARSH & MCLENNAN COMPANIES, INC.
PURCHASE
54.59$172.98$9.4K10,546.26Feb 13, 2026Feb 18, 2026 ↗View →
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
43,658$43.52$1.90M395,949.938Jan 22, 2026Jan 23, 2026 ↗View →
NI
NISOURCE INC.
SALE
Director and President & CEO
16,127$38.93$627.8K351,747.845May 16, 2025May 19, 2025 ↗View →
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
233,689$40.81$9.54M476,608.699Feb 28, 2025Mar 4, 2025 ↗View →
NI
NISOURCE INC.
SALE
Director and President & CEO
96,164$40.81$3.92M380,444.699Feb 28, 2025Mar 4, 2025 ↗View →
NI
NISOURCE INC.
SALE
Director and President & CEO
12,653$40.81$516.4K367,791.699Feb 28, 2025Mar 4, 2025 ↗View →
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
47,872$37.60$1.80M242,815.886Jan 23, 2025Jan 24, 2025 ↗View →
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
62,598$25.56$1.60M194,018.401Jan 25, 2024Jan 26, 2024 ↗View →
NI
NISOURCE INC.
PURCHASE
Director and President & CEO
40,000$26.44$1.06M131,242.475Aug 23, 2023Aug 25, 2023 ↗View →
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
36,311$27.54$1.00M90,855.28Jan 26, 2023Jan 27, 2023 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
45.5$55.49$2.5K5,654Mar 10, 2022Mar 14, 2022 ↗View →
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
30,747$29.27$900.0K54,106.153Jan 28, 2022Feb 1, 2022 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
913.2$57.49$52.5K5,608.5Jan 3, 2022Jan 5, 2022 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
35$59.89$2.1K4,695.3Dec 10, 2021Dec 14, 2021 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
540.2$60.16$32.5K4,660.3Oct 1, 2021Oct 5, 2021 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
29.3$62.87$1.8K4,120.1Sep 10, 2021Sep 13, 2021 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
487.4$66.68$32.5K4,090.8Jul 1, 2021Jul 5, 2021 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
24.1$66.85$1.6K3,603.4Jun 10, 2021Jun 14, 2021 ↗View →
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
5,922$25.33$150.0K23,131.261May 25, 2021May 26, 2021 ↗View →
AWK
AMERICAN WATER WORKS COMPANY, INC.
PURCHASEGRANT
Stock grant
936——7,036May 12, 2021May 13, 2021 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
507.8$64.00$32.5K3,579.3Apr 1, 2021Apr 5, 2021 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
21.9$62.69$1.4K3,071.5Mar 10, 2021Mar 12, 2021 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
556.5$58.40$32.5K3,049.6Jan 4, 2021Jan 5, 2021 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
17.2$61.68$1.1K2,493.1Dec 10, 2020Dec 14, 2020 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
630.1$51.58$32.5K2,475.9Oct 1, 2020Oct 5, 2020 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
14.8$53.14$7861,845.8Sep 10, 2020Sep 14, 2020 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
626.6$51.87$32.5K1,831Jul 1, 2020Jul 3, 2020 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
13.6$53.41$7261,204.4Jun 10, 2020Jun 12, 2020 ↗View →
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
5,965.293$23.05$137.5K16,944.827May 19, 2020May 21, 2020 ↗View →
AWK
AMERICAN WATER WORKS COMPANY, INC.
PURCHASEGRANT
Stock grant
1,159——4,100May 13, 2020May 15, 2020 ↗View →
AWK
AMERICAN WATER WORKS COMPANY, INC.
PURCHASE
2,000$115.95$231.9K6,100May 13, 2020May 15, 2020 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
714.6$45.48$32.5K1,190.8Apr 1, 2020Apr 3, 2020 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
4$50.73$203476.2Mar 10, 2020Mar 12, 2020 ↗View →
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
979.534$27.69$27.1K10,979.534Mar 9, 2020Mar 11, 2020 ↗View →
SON
SONOCO PRODUCTS CO
PURCHASEGRANT
Stock grant
472.2$60.88$28.7K472.2Jan 2, 2020Jan 6, 2020 ↗View →
Other insiders · SON
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About this filer
CIK 0001311411
ROLE
Director
PRIMARY
SON
COMPANIES
4
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001311411DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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