MarketPeel
Insider Trading Intelligence
BS

Brian A. Selmo

SOR
VP & PORTFOLIO MANAGER · SOURCE CAPITAL /DE/ · CIK 0001450268
FILING MIX · LIFETIME100%/0%
BUYS
5
SELLS
0
TOTAL VALUE
$212.7K
COMPANIES
1
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
5,187
AVG SELL PX
TRADE KIND
SHOWING 5 / 5
Trades · vs SPY
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Performance · forward returns vs SPY
5 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Brian A. Selmo, 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+80.00%-1.65%-1.68%+0.03%+0.12%
14d5+100.00%+1.74%+2.70%-0.96%-2.39%
30d5+20.00%-1.33%+0.47%-1.80%-1.45%
60d5+100.00%+6.34%+8.33%-1.99%-0.36%
90d5+100.00%+8.71%+10.95%-2.24%-0.97%
180d5+100.00%+18.15%+18.69%-0.55%+2.08%
1y5+100.00%+29.42%+34.14%-4.72%-2.57%
2y5+100.00%+21.01%+27.80%-6.79%+0.69%
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
SOR · 5,187 shares · as of Jun 1, 2023
01,5143,0294,5436,057202120222023SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
FLOW · 5 buys / 0 sellsCOVERAGE · 14 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
SOR
SOURCE CAPITAL /DE/
PURCHASE
VP & Portfolio Manager
400$37.82$15.1K5,187Jun 1, 2023Jun 5, 2023View →
SOR
SOURCE CAPITAL /DE/
PURCHASE
VP & Portfolio Manager
395$36.90$14.6K6,057Oct 1, 2020Oct 2, 2020View →
SOR
SOURCE CAPITAL /DE/
PURCHASE
VP & Portfolio Manager
875$36.50$31.9K5,662Sep 29, 2020Sep 30, 2020View →
SOR
SOURCE CAPITAL /DE/
PURCHASE
VP & Portfolio Manager
587$36.50$21.4K4,787Sep 28, 2020Sep 29, 2020View →
SOR
SOURCE CAPITAL /DE/
PURCHASE
VP & Portfolio Manager
4,200$30.86$129.6K4,200Mar 13, 2020Mar 16, 2020View →
Other insiders · SOR
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About this filer
CIK 0001450268
ROLE
VP & Portfolio Manager
PRIMARY
SOR
COMPANIES
1
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001450268DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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