James Michael Phillips

PACB

SVP, RESEARCH & DEVELOPMENT · PACIFIC BIOSCIENCES OF CALIFORNIA, INC. · CIK 0001504238

FILING MIX · LIFETIME33%/67%

BUYS

SELLS

TOTAL VALUE

$31.0K

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

249,220

AVG SELL PX

$3.98

Trades · vs SPY

Loading price series…

Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by James Michael Phillips, 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	2	+50.00%	-10.71%	-2.85%	-7.87%	-7.87%	—
14d	2	+100.00%	-12.03%	-0.59%	-11.43%	-11.43%	—
30d	2	+50.00%	-18.13%	-8.46%	-9.67%	-9.67%	—
60d	2	+50.00%	-6.88%	+2.79%	-9.67%	-9.67%	—
90d	2	+50.00%	-1.32%	+8.48%	-9.80%	-9.80%	—
180d	2	+0.00%	+105.92%	+18.58%	+87.34%	+87.34%	—
1y	2	+0.00%	+864.40%	+39.93%	+824.47%	+824.47%	—
2y	2	+0.00%	+186.02%	+61.89%	+124.13%	+124.13%	—

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

PACB · 249,220 shares · as of Mar 24, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 1 buys / 2 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
PACB PACIFIC BIOSCIENCES OF CALIFORNIA, INC.	SALE SVP, Research & Development	2,760	$3.05	$8.4K	249,220	Mar 24, 2020	Mar 24, 2020 ↗
PACB PACIFIC BIOSCIENCES OF CALIFORNIA, INC.	SALE SVP, Research & Development	5,050	$4.48	$22.6K	251,980	Feb 20, 2020	Feb 24, 2020 ↗
PACB PACIFIC BIOSCIENCES OF CALIFORNIA, INC.	PURCHASEGRANT Stock grant	20,000	—	—	257,030	Feb 18, 2020	Feb 20, 2020 ↗

Other insiders · PACB

Loading peer insiders…

About this filer

CIK 0001504238

ROLE

SVP, Research & Development

PRIMARY

PACB

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001504238DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

James Michael Phillips

The morning brief, before the bell.