Julia W. Mctavish

NWBI

EVP, HUMAN RESOURCES · NORTHWEST BANCSHARES, INC. · CIK 0001548107

FILING MIX · LIFETIME54%/46%

BUYS

SELLS

TOTAL VALUE

$2.85M

COMPANIES

ACTIVE SINCE

Jan 2020

HOLDINGS NOW

85,900

AVG SELL PX

$13.34

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 Julia W. Mctavish, 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	+100.00%	-0.95%	-0.16%	-0.80%	-2.27%	—
14d	3	+33.33%	+0.57%	+0.04%	+0.53%	+0.13%	—
30d	3	+33.33%	+4.37%	+2.70%	+1.68%	+1.01%	—
60d	3	+66.67%	-6.56%	-4.33%	-2.23%	-3.36%	—
90d	3	+66.67%	-3.67%	+0.66%	-4.32%	-11.22%	—
180d	3	+66.67%	-9.43%	+9.27%	-18.70%	-21.18%	—
1y	3	+33.33%	+3.01%	+19.52%	-16.52%	-13.07%	—
2y	3	+0.00%	+13.30%	+20.83%	-7.53%	+1.56%	—

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

NWBI · 85,899.546 shares · as of May 25, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 7 buys / 6 sellsCOVERAGE · 6 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
NWBI NORTHWEST BANCSHARES, INC.	PURCHASEGRANT Stock grant	7,490	$13.68	$102.5K	7,490	May 25, 2021	May 27, 2021 ↗
NWBI NORTHWEST BANCSHARES, INC.	PURCHASEGRANT Stock grant	3,510	$13.68	$48.0K	85,899.546	May 25, 2021	May 27, 2021 ↗
NWBI NORTHWEST BANCSHARES, INC.	SALE EVP, Human Resources	47,000	$12.32	$579.0K	0	Feb 24, 2021	Feb 26, 2021 ↗
NWBI NORTHWEST BANCSHARES, INC.	PURCHASE EVP, Human Resources	47,000	$12.32	$579.0K	128,682.708	Feb 24, 2021	Feb 26, 2021 ↗
NWBI NORTHWEST BANCSHARES, INC.	SALE EVP, Human Resources	47,000	$14.55	$683.7K	81,682.708	Feb 24, 2021	Feb 26, 2021 ↗
NWBI NORTHWEST BANCSHARES, INC.	SALE EVP, Human Resources	9,000	$12.41	$111.7K	80,993.8	Dec 11, 2020	Dec 15, 2020 ↗
NWBI NORTHWEST BANCSHARES, INC.	SALE EVP, Human Resources	9,000	$12.12	$109.1K	0	Dec 11, 2020	Dec 15, 2020 ↗
NWBI NORTHWEST BANCSHARES, INC.	PURCHASE EVP, Human Resources	9,000	$12.12	$109.1K	89,993.8	Dec 11, 2020	Dec 15, 2020 ↗
NWBI NORTHWEST BANCSHARES, INC.	PURCHASEGRANT Stock grant	12,480	$9.71	$121.2K	12,480	May 20, 2020	May 21, 2020 ↗
NWBI NORTHWEST BANCSHARES, INC.	PURCHASEGRANT Stock grant	5,850	$9.71	$56.8K	79,355.585	May 20, 2020	May 21, 2020 ↗
NWBI NORTHWEST BANCSHARES, INC.	SALE EVP, Human Resources	9,000	$16.41	$147.7K	72,222.74	Jan 15, 2020	Jan 16, 2020 ↗
NWBI NORTHWEST BANCSHARES, INC.	PURCHASE EVP, Human Resources	9,000	$11.49	$103.4K	81,222.74	Jan 15, 2020	Jan 16, 2020 ↗
NWBI NORTHWEST BANCSHARES, INC.	SALE EVP, Human Resources	9,000	$11.49	$103.4K	0	Jan 15, 2020	Jan 16, 2020 ↗

Other insiders · NWBI

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About this filer

CIK 0001548107

ROLE

EVP, Human Resources

PRIMARY

NWBI

COMPANIES

ACTIVE SINCE

Jan 2020

MARKETPEEL · /INSIDER/0001548107DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Julia W. Mctavish

The morning brief, before the bell.