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CR

Carlos J. Ramirez

EVTC
EXECUTIVE VICE PRESIDENT · EVERTEC, INC. · CIK 0001573751
FILING MIX · LIFETIME33%/67%
BUYS
2
SELLS
4
TOTAL VALUE
$1.63M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
29,231
AVG SELL PX
$39.96
TRADE KIND
SHOWING 6 / 6
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Carlos J. Ramirez, 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
7d1+100.00%-1.43%-0.28%-1.14%-1.14%
14d1+100.00%-1.60%+0.92%-2.52%-2.52%
30d1+100.00%-3.98%+1.93%-5.91%-5.91%
60d1+100.00%-4.20%+6.52%-10.73%-10.73%
90d1+100.00%-4.88%+7.41%-12.29%-12.29%
180d1+0.00%+10.61%+15.75%-5.13%-5.13%
1y1+0.00%+19.71%+27.79%-8.08%-8.08%
2y1+100.00%-22.52%+7.08%-29.60%-29.60%
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
EVTC · 29,231 shares · as of Mar 9, 2021
019,33638,67258,00877,3442021SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
FLOW · 2 buys / 4 sellsCOVERAGE · 5 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
EVTC
EVERTEC, INC.
SALE
Executive Vice President
722$36.97$26.7K29,231Mar 9, 2021Mar 11, 2021
EVTC
EVERTEC, INC.
PURCHASEGRANT
Stock grant
2,22029,953Mar 2, 2021Mar 4, 2021
EVTC
EVERTEC, INC.
SALE
Executive Vice President
40,000$40.01$1.60M27,733Dec 16, 2020Dec 18, 2020
EVTC
EVERTEC, INC.
SALE
Executive Vice President
7,91467,733Nov 23, 2020Nov 25, 2020
EVTC
EVERTEC, INC.
SALE
Executive Vice President
1,69775,647Mar 11, 2020Mar 13, 2020
EVTC
EVERTEC, INC.
PURCHASEGRANT
Stock grant
2,60777,344Feb 27, 2020Mar 2, 2020
Other insiders · EVTC
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About this filer
CIK 0001573751
ROLE
Executive Vice President
PRIMARY
EVTC
COMPANIES
1
ACTIVE SINCE
Feb 2020
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