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Insider Trading Intelligence
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TJ

Timothy D. Johnson

BLDR
EVP & GENERAL COUNSEL · BUILDERS FIRSTSOURCE, INC. · CIK 0001576926
FILING MIX · LIFETIME43%/57%
BUYS
13
SELLS
17
TOTAL VALUE
$6.28M
COMPANIES
2
ACTIVE SINCE
Jan 2021
HOLDINGS NOW
111,821
AVG SELL PX
$122.55
TRADE KIND
SHOWING 30 / 30
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizons · 2 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Timothy D. Johnson, 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
7d3+66.67%+0.61%+1.08%-0.46%+0.33%—
14d3+33.33%-2.76%+0.32%-3.08%-1.97%—
30d3+66.67%-5.81%+3.07%-8.88%-6.66%—
60d3+66.67%-5.50%+3.54%-9.04%-17.02%—
90d3+100.00%-19.08%+3.03%-22.11%-16.38%—
180d3+33.33%+6.84%+12.11%-5.28%+3.45%—
1y3(1 pending)+0.00%+30.75%+13.99%+16.76%+16.76%—
2y3(1 pending)+50.00%+40.16%+25.66%+14.49%+14.49%—
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
BLDR · 73,151 shares · as of Aug 22, 2025
018,95937,91756,87675,83420212022202320242025SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 13 buys / 17 sellsCOVERAGE · 21 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
USFD
US FOODS HOLDING CORP.
PURCHASEGRANT
Stock grant
10,635——38,670Mar 23, 2026Mar 24, 2026 ↗View →
USFD
US FOODS HOLDING CORP.
PURCHASEGRANT
Stock grant
27,935——28,035Jan 5, 2026Jan 7, 2026 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
1,250$144.85$181.1K73,521Aug 22, 2025Aug 26, 2025 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALEGRANT
Gift
370——73,151Aug 22, 2025Aug 26, 2025 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
7,429——74,771Mar 15, 2025Mar 18, 2025 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
1,981$126.19$250.0K67,342Mar 15, 2025Mar 18, 2025 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALEGRANT
Gift
350——69,323Mar 14, 2025Mar 18, 2025 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
10,034——74,373Feb 17, 2025Feb 19, 2025 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
4,700$153.90$723.3K69,673Feb 17, 2025Feb 19, 2025 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
3,254$175.91$572.4K64,339Nov 22, 2024Nov 26, 2024 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
1,627$165.97$270.0K67,593May 22, 2024May 24, 2024 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
2,813——69,220Mar 15, 2024Mar 19, 2024 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
8,771——75,770Mar 15, 2024Mar 19, 2024 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
9,363$195.49$1.83M66,407Mar 15, 2024Mar 19, 2024 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALEGRANT
Gift
500——66,999Mar 5, 2024Mar 5, 2024 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
743$183.79$136.6K67,499Feb 17, 2024Feb 21, 2024 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
1,627$133.48$217.2K68,242Nov 22, 2023Nov 27, 2023 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
5,000——69,869Sep 1, 2023Sep 6, 2023 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALEGRANT
Gift
879——64,869Aug 7, 2023Aug 9, 2023 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
5,000$151.69$758.5K65,748Aug 7, 2023Aug 9, 2023 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
6,287——75,834Mar 15, 2023Mar 17, 2023 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
5,086$79.53$404.5K70,748Mar 15, 2023Mar 17, 2023 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
864$81.48$70.4K69,547Feb 17, 2023Feb 22, 2023 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
16,537——70,411Nov 23, 2022Nov 28, 2022 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
5,744$73.36$421.4K53,874Mar 15, 2022Mar 17, 2022 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
5,431——59,618Feb 17, 2022Feb 18, 2022 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
33,452——54,187Jun 24, 2021Jun 28, 2021 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
5,317——20,735Mar 15, 2021Mar 17, 2021 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
SALE
EVP & General Counsel
10,000$44.39$443.9K15,418Mar 8, 2021Mar 10, 2021 ↗View →
BLDR
BUILDERS FIRSTSOURCE, INC.
PURCHASEGRANT
Stock grant
25,418——25,418Jan 1, 2021Jan 5, 2021 ↗View →
Other insiders · BLDR
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About this filer
CIK 0001576926
ROLE
EVP & General Counsel
PRIMARY
BLDR
COMPANIES
2
ACTIVE SINCE
Jan 2021
MARKETPEEL · /INSIDER/0001576926DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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