Thomas A. Flohn

LECO

SVP; PRES, ASIA PACIFIC REGION · LINCOLN ELECTRIC HOLDINGS INC · CIK 0001382151

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$1.18M

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

25,796

AVG SELL PX

$112.78

Trades · vs SPY

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Performance · forward returns vs SPY

1 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Thomas A. Flohn, 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	+0.00%	+0.02%	-1.20%	+1.21%	+1.21%	—
14d	1	+0.00%	+0.48%	+0.09%	+0.38%	+0.38%	—
30d	1	+0.00%	+2.49%	+1.64%	+0.84%	+0.84%	—
60d	1	+100.00%	-2.14%	+5.50%	-7.63%	-7.63%	—
90d	1	+0.00%	+3.47%	+3.87%	-0.39%	-0.39%	—
180d	1	+0.00%	+11.52%	+15.37%	-3.84%	-3.84%	—
1y	1	+0.00%	+16.90%	+28.67%	-11.76%	-11.76%	—
2y	1	+0.00%	+28.17%	+9.67%	+18.51%	+18.51%	—

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

LECO · 25,796.309 shares · as of Mar 4, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 7 buys / 7 sellsCOVERAGE · 5 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	1,143	—	—	26,192.309	Mar 4, 2021	Mar 8, 2021 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP; Pres, Intern'l Welding	396	$115.20	$45.6K	25,796.309	Mar 4, 2021	Mar 8, 2021 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP; Pres, Intern'l Welding	393	$115.41	$45.4K	25,049.309	Feb 19, 2021	Feb 23, 2021 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	719	—	—	25,442.309	Feb 17, 2021	Feb 19, 2021 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	3,840	—	—	3,840	Feb 17, 2021	Feb 19, 2021 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP; Pres, Asia Pacific Region	5,170	$118.00	$610.1K	24,723.303	Dec 7, 2020	Dec 8, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP; Pres, Asia Pacific Region	5,170	—	—	0	Dec 7, 2020	Dec 8, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASE SVP; Pres, Asia Pacific Region	5,170	$71.30	$368.6K	29,893.303	Dec 7, 2020	Dec 8, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP; Pres, Asia Pacific Region	441	$86.31	$38.1K	24,723.281	Mar 4, 2020	Mar 6, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	1,275	—	—	25,164.281	Mar 4, 2020	Mar 6, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP; Pres, Asia Pacific Region	339	$88.14	$29.9K	23,889.281	Feb 21, 2020	Feb 25, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	901	—	—	24,228.281	Feb 19, 2020	Feb 21, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	5,218	—	—	5,218	Feb 19, 2020	Feb 21, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP; Pres, Asia Pacific Region	495	$94.64	$46.8K	23,327.281	Feb 5, 2020	Feb 7, 2020 ↗

Other insiders · LECO

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About this filer

CIK 0001382151

ROLE

SVP; Pres, Asia Pacific Region

PRIMARY

LECO

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001382151DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Thomas A. Flohn

The morning brief, before the bell.