MarketPeel
Insider Trading Intelligence
Pricing
…
JN

J. Michael Nauman

BRC
PRESIDENT & CEO · BRADY CORP · CIK 0001402603
FILING MIX · LIFETIME63%/37%
BUYS
24
SELLS
14
TOTAL VALUE
$10.80M
COMPANIES
3
ACTIVE SINCE
Jun 2020
HOLDINGS NOW
190,346
AVG SELL PX
$52.28
TRADE KIND
SHOWING 38 / 38
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
7 backtested trades · 8 horizons · 7 pending
Forward-return performance of every backtestable P/S trade by J. Michael Nauman, 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
7d7+71.43%+2.53%+0.69%+1.84%+2.30%—
14d7+42.86%+0.13%-0.35%+0.48%+1.65%—
30d7+57.14%+2.96%+0.24%+2.72%+3.56%—
60d7+28.57%-2.21%+1.49%-3.69%-8.70%—
90d7+28.57%-5.06%+1.73%-6.79%-12.21%—
180d7+42.86%-20.81%+5.61%-26.42%-37.73%—
1y7+42.86%-5.29%+18.60%-23.88%-42.30%—
2y7(7 pending)——————
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
BRC · 0 shares · as of Nov 8, 2021
043,57487,148130,721174,2952021SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
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 · 24 buys / 14 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CVGI
COMMERCIAL VEHICLE GROUP, INC.
PURCHASEGRANT
Stock grant
23,483——184,790Jun 2, 2026Jun 4, 2026 ↗View →
MATW
MATTHEWS INTERNATIONAL CORP
PURCHASEGRANT
Stock grant
5,556——5,556Mar 12, 2026Mar 13, 2026 ↗View →
CVGI
COMMERCIAL VEHICLE GROUP, INC.
PURCHASEGRANT
Stock grant
75,472——161,307Jun 10, 2025Jun 12, 2025 ↗View →
MATW
MATTHEWS INTERNATIONAL CORP
PURCHASE
7$19.22$1355,081May 8, 2025May 9, 2025 ↗View →
MATW
MATTHEWS INTERNATIONAL CORP
PURCHASE
1,074$19.10$20.5K5,074May 7, 2025May 9, 2025 ↗View →
MATW
MATTHEWS INTERNATIONAL CORP
PURCHASEGRANT
Stock grant
6,228——6,228Mar 13, 2025Mar 14, 2025 ↗View →
MATW
MATTHEWS INTERNATIONAL CORP
PURCHASE
4,000$24.59$98.4K4,000Feb 24, 2025Feb 26, 2025 ↗View →
CVGI
COMMERCIAL VEHICLE GROUP, INC.
PURCHASE
2,838$2.37$6.7K85,835Dec 4, 2024Dec 4, 2024 ↗View →
CVGI
COMMERCIAL VEHICLE GROUP, INC.
PURCHASE
19,362$2.42$46.9K82,997Dec 3, 2024Dec 4, 2024 ↗View →
CVGI
COMMERCIAL VEHICLE GROUP, INC.
PURCHASE
2,800$2.40$6.7K63,635Dec 2, 2024Dec 4, 2024 ↗View →
CVGI
COMMERCIAL VEHICLE GROUP, INC.
PURCHASE
100$2.50$25060,835Nov 8, 2024Nov 12, 2024 ↗View →
CVGI
COMMERCIAL VEHICLE GROUP, INC.
PURCHASEGRANT
Stock grant
20,431——60,735May 16, 2024May 20, 2024 ↗View →
CVGI
COMMERCIAL VEHICLE GROUP, INC.
PURCHASEGRANT
Stock grant
13,716——40,304May 11, 2023May 15, 2023 ↗View →
CVGI
COMMERCIAL VEHICLE GROUP, INC.
PURCHASEGRANT
Stock grant
15,919——26,588May 19, 2022May 23, 2022 ↗View →
BRC
BRADY CORP
PURCHASE
President & CEO
100,000$19.96$2.00M174,295Nov 8, 2021Nov 10, 2021 ↗View →
BRC
BRADY CORP
SALE
President & CEO
65,988$55.72$3.68M108,307Nov 8, 2021Nov 10, 2021 ↗View →
BRC
BRADY CORP
SALE
President & CEO
100,000——0Nov 8, 2021Nov 10, 2021 ↗View →
BRC
BRADY CORP
SALE
President & CEO
3,924$51.35$201.5K74,295Sep 30, 2021Oct 4, 2021 ↗View →
BRC
BRADY CORP
SALE
President & CEO
3,099$50.96$157.9K78,219Sep 25, 2021Sep 28, 2021 ↗View →
BRC
BRADY CORP
SALE
President & CEO
2,898$48.89$141.7K81,318Sep 20, 2021Sep 21, 2021 ↗View →
BRC
BRADY CORP
PURCHASEGRANT
Stock grant
81,215——81,215Sep 16, 2021Sep 20, 2021 ↗View →
BRC
BRADY CORP
PURCHASEGRANT
Stock grant
19,101——84,216Sep 16, 2021Sep 20, 2021 ↗View →
BRC
BRADY CORP
SALE
President & CEO
18,742$53.30$998.9K65,115Sep 1, 2021Sep 3, 2021 ↗View →
BRC
BRADY CORP
PURCHASEGRANT
Stock grant
39,878——83,857Sep 1, 2021Sep 3, 2021 ↗View →
CVGI
COMMERCIAL VEHICLE GROUP, INC.
PURCHASEGRANT
Stock grant
10,669——10,669Jul 1, 2021Jul 6, 2021 ↗View →
BRC
BRADY CORP
PURCHASEGRANT
Stock grant
113,936——113,936Sep 30, 2020Oct 1, 2020 ↗View →
BRC
BRADY CORP
PURCHASEGRANT
Stock grant
25,051——83,187Sep 30, 2020Oct 1, 2020 ↗View →
BRC
BRADY CORP
SALE
President & CEO
3,099$39.10$121.2K58,136Sep 25, 2020Sep 28, 2020 ↗View →
BRC
BRADY CORP
SALE
President & CEO
3,542$39.65$140.4K61,235Sep 22, 2020Sep 23, 2020 ↗View →
BRC
BRADY CORP
SALE
President & CEO
2,898$42.13$122.1K64,777Sep 20, 2020Sep 21, 2020 ↗View →
BRC
BRADY CORP
PURCHASEGRANT
Stock grant
37,743——85,414Sep 14, 2020Sep 15, 2020 ↗View →
BRC
BRADY CORP
SALE
President & CEO
17,739$45.83$813.0K67,675Sep 14, 2020Sep 15, 2020 ↗View →
BRC
BRADY CORP
SALE
President & CEO
25,770——115,069Jun 3, 2020Jun 5, 2020 ↗View →
BRC
BRADY CORP
PURCHASE
President & CEO
15,069$19.96$300.8K62,740Jun 3, 2020Jun 5, 2020 ↗View →
BRC
BRADY CORP
SALE
President & CEO
10,131$52.31$530.0K52,609Jun 3, 2020Jun 5, 2020 ↗View →
BRC
BRADY CORP
SALE
President & CEO
15,069——100,000Jun 3, 2020Jun 5, 2020 ↗View →
BRC
BRADY CORP
SALE
President & CEO
17,327$52.28$905.9K47,671Jun 3, 2020Jun 5, 2020 ↗View →
BRC
BRADY CORP
PURCHASE
President & CEO
25,770$19.96$514.4K64,998Jun 3, 2020Jun 5, 2020 ↗View →
Other insiders · BRC
Loading peer insiders…
About this filer
CIK 0001402603
ROLE
President & CEO
PRIMARY
BRC
COMPANIES
3
ACTIVE SINCE
Jun 2020
MARKETPEEL · /INSIDER/0001402603DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

Feedback