William D. Moss

OCFC

DIRECTOR · OCEANFIRST FINANCIAL CORP · CIK 0001355121

FILING MIX · LIFETIME88%/12%

BUYS

SELLS

TOTAL VALUE

$155.5K

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

88,890

AVG SELL PX

$23.48

Trades · vs SPY

Loading price series…

Performance · forward returns vs SPY

1 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by William D. Moss, 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	1	+100.00%	-0.68%	+0.44%	-1.12%	-1.12%	—
14d	1	+100.00%	-6.71%	-6.74%	+0.03%	+0.03%	—
30d	1	+100.00%	-35.40%	-25.99%	-9.41%	-9.41%	—
60d	1	+100.00%	-27.29%	-16.53%	-10.75%	-10.75%	—
90d	1	+100.00%	-35.56%	-12.24%	-23.32%	-23.32%	—
180d	1	+100.00%	-26.19%	+1.13%	-27.32%	-27.32%	—
1y	1	+100.00%	-9.38%	+18.53%	-27.91%	-27.91%	—
2y	1	+0.00%	+1.64%	+38.35%	-36.72%	-36.72%	—

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

OCFC · 88,890 shares · as of Aug 26, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 14 buys / 2 sellsCOVERAGE · 7 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
OCFC OCEANFIRST FINANCIAL CORP	SALEGRANT Gift	8,331	—	—	88,890	Aug 26, 2021	Aug 30, 2021 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	2,301	—	—	4,746	Feb 26, 2021	Mar 2, 2021 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	2,445	—	—	2,445	Feb 28, 2020	Mar 3, 2020 ↗
OCFC OCEANFIRST FINANCIAL CORP	SALE	6,623	$23.48	$155.5K	0	Feb 11, 2020	Feb 12, 2020 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	11,408	—	—	11,408	Jan 1, 2020	Jan 2, 2019 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	458	—	—	458	Jan 1, 2020	Jan 2, 2019 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	3,919	—	—	3,919	Jan 1, 2020	Jan 2, 2019 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	318	—	—	318	Jan 1, 2020	Jan 2, 2019 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	6,623	—	—	6,623	Jan 1, 2020	Jan 2, 2019 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	85,813	—	—	85,813	Jan 1, 2020	Jan 2, 2019 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	0	—	—	0	Jan 1, 2020	Jan 3, 2020 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	0	—	—	97,221	Jan 1, 2020	Jan 3, 2020 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	0	—	—	3,919	Jan 1, 2020	Jan 3, 2020 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	0	—	—	6,623	Jan 1, 2020	Jan 3, 2020 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	0	—	—	458	Jan 1, 2020	Jan 3, 2020 ↗
OCFC OCEANFIRST FINANCIAL CORP	PURCHASEGRANT Stock grant	0	—	—	318	Jan 1, 2020	Jan 3, 2020 ↗

Other insiders · OCFC

Loading peer insiders…

About this filer

CIK 0001355121

ROLE

Director

PRIMARY

OCFC

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001355121DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

William D. Moss

The morning brief, before the bell.