Kim M. Rivera

HPQ

PRESIDENT SBM, CLO & SEC · HP INC · CIK 0001479038

FILING MIX · LIFETIME33%/67%

BUYS

SELLS

TOTAL VALUE

$6.09M

COMPANIES

ACTIVE SINCE

Sep 2020

HOLDINGS NOW

92,208

AVG SELL PX

$21.76

Trades · vs SPY

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Performance · forward returns vs SPY

3 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Kim M. Rivera, 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	3	+33.33%	-0.54%	-0.71%	+0.18%	+1.24%	—
14d	3	+33.33%	+1.36%	+0.40%	+0.95%	+0.50%	—
30d	3	+0.00%	+5.26%	+2.44%	+2.82%	+3.03%	—
60d	3	+0.00%	+9.82%	+6.40%	+3.42%	+6.94%	—
90d	3	+0.00%	+24.29%	+7.63%	+16.65%	+16.77%	—
180d	3	+0.00%	+43.49%	+16.53%	+26.96%	+30.91%	—
1y	3	+0.00%	+55.80%	+30.75%	+25.04%	+29.31%	—
2y	3	+0.00%	+36.47%	+13.77%	+22.70%	+28.00%	—

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

HPQ · 92,208 shares · as of Dec 16, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 5 buys / 10 sellsCOVERAGE · 2 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
HPQ HP INC	SALE President SBM, CLO & Sec	48,332	$24.21	$1.17M	92,208	Dec 16, 2020	Dec 18, 2020 ↗
HPQ HP INC	SALE President SBM, CLO & Sec	44,466	$23.68	$1.05M	140,540	Dec 7, 2020	Dec 9, 2020 ↗
HPQ HP INC	SALE President SBM, CLO & Sec	23,005	—	—	0	Dec 7, 2020	Dec 9, 2020 ↗
HPQ HP INC	PURCHASEGRANT Stock grant	88,682	—	—	86,682	Dec 7, 2020	Dec 9, 2020 ↗
HPQ HP INC	SALE President SBM, CLO & Sec	31,166	—	—	29,074	Dec 7, 2020	Dec 9, 2020 ↗
HPQ HP INC	PURCHASE President SBM, CLO & Sec	89,680	—	—	185,006	Dec 7, 2020	Dec 9, 2020 ↗
HPQ HP INC	SALE President SBM, CLO & Sec	35,509	—	—	68,293	Dec 7, 2020	Dec 9, 2020 ↗
HPQ HP INC	PURCHASEGRANT Stock grant	247,901	—	—	247,901	Dec 7, 2020	Dec 9, 2020 ↗
HPQ HP INC	PURCHASEGRANT Stock grant	55,897	—	—	55,897	Dec 7, 2020	Dec 9, 2020 ↗
HPQ HP INC	SALE President SBM, CLO & Sec	57,567	$23.00	$1.32M	95,326	Nov 25, 2020	Nov 30, 2020 ↗
HPQ HP INC	SALE President SBM, CLO & Sec	26,362	—	—	70,154	Nov 17, 2020	Nov 19, 2020 ↗
HPQ HP INC	SALE President SBM, CLO & Sec	52,639	—	—	0	Nov 17, 2020	Nov 19, 2020 ↗
HPQ HP INC	SALE President SBM, CLO & Sec	32,007	$20.50	$656.1K	152,893	Nov 17, 2020	Nov 19, 2020 ↗
HPQ HP INC	PURCHASE President SBM, CLO & Sec	79,001	—	—	184,900	Nov 17, 2020	Nov 19, 2020 ↗
HPQ HP INC	SALE President, SBM, CLO & Sec	97,324	$19.35	$1.88M	105,899	Sep 14, 2020	Sep 16, 2020 ↗

Other insiders · HPQ

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About this filer

CIK 0001479038

ROLE

President SBM, CLO & Sec

PRIMARY

HPQ

COMPANIES

ACTIVE SINCE

Sep 2020

MARKETPEEL · /INSIDER/0001479038DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Kim M. Rivera

The morning brief, before the bell.