MarketPeel
Insider Trading Intelligence
EK

Eugene S. Katz

WK
DIRECTOR · WORKIVA INC · CIK 0001386894
FILING MIX · LIFETIME18%/82%
BUYS
2
SELLS
9
TOTAL VALUE
$921.2K
COMPANIES
2
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
111,625
AVG SELL PX
$59.46
TRADE KIND
SHOWING 11 / 11
Trades · vs SPY
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Performance · forward returns vs SPY
5 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Eugene S. Katz, 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
7d5+40.00%-11.45%-4.45%-7.00%+3.40%
14d5+40.00%-2.85%-4.79%+1.94%+5.76%
30d5+40.00%+1.46%+0.32%+1.14%+4.46%
60d5+20.00%+18.73%+4.51%+14.23%+14.54%
90d5+0.00%+32.12%+10.44%+21.68%+23.19%
180d5+0.00%+49.51%+18.70%+30.81%+11.30%
1y5+0.00%+140.13%+34.75%+105.38%+91.61%
2y5+0.00%+74.02%+32.65%+41.38%+15.18%
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
WK · 91,586 shares · as of Nov 13, 2020
026,19052,38178,571104,761SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
FLOW · 2 buys / 9 sellsCOVERAGE · 4 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
WK
WORKIVA INC
SALEGRANT
Gift
7591,586Nov 13, 2020Nov 16, 2020
WK
WORKIVA INC
SALE
1,000$70.00$70.0K93,711Nov 11, 2020Nov 12, 2020
WK
WORKIVA INC
SALEGRANT
Gift
5091,661Nov 11, 2020Nov 16, 2020
WK
WORKIVA INC
SALE
2,000$68.00$136.0K91,711Nov 10, 2020Nov 12, 2020
WK
WORKIVA INC
SALEGRANT
Gift
5094,711Sep 2, 2020Sep 3, 2020
WK
WORKIVA INC
SALE
10,000$55.30$553.0K94,761Aug 10, 2020Aug 12, 2020
WK
WORKIVA INC
PURCHASEGRANT
Stock grant
4,576104,761May 19, 2020May 21, 2020
WK
WORKIVA INC
SALE
1,000$36.56$36.6K100,185Mar 10, 2020Mar 12, 2020
ABG
ASBURY AUTOMOTIVE GROUP INC
SALE
1,000$78.43$78.4K20,039Mar 10, 2020Mar 12, 2020
ABG
ASBURY AUTOMOTIVE GROUP INC
SALE
494$95.66$47.3K21,039Feb 4, 2020Feb 6, 2020
ABG
ASBURY AUTOMOTIVE GROUP INC
PURCHASEGRANT
Stock grant
1,41121,533Feb 4, 2020Feb 6, 2020
Other insiders · WK
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About this filer
CIK 0001386894
ROLE
Director
PRIMARY
WK
COMPANIES
2
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001386894DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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