MarketPeel
Insider Trading Intelligence
JT

Julie R. Taylor

BR
CORPORATE VP AND CHRO · BROADRIDGE FINANCIAL SOLUTIONS, INC. · CIK 0001588233
FILING MIX · LIFETIME37%/63%
BUYS
7
SELLS
12
TOTAL VALUE
$7.84M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
14,073
AVG SELL PX
$121.99
TRADE KIND
SHOWING 19 / 19
Trades · vs SPY
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Performance · forward returns vs SPY
6 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Julie R. Taylor, 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
7d6+83.33%-1.94%-0.70%-1.24%-0.58%
14d6+33.33%+0.49%+0.57%-0.09%+0.45%
30d6+16.67%+0.26%+0.13%+0.13%+1.25%
60d6+16.67%+4.05%+2.03%+2.03%+3.54%
90d6+16.67%+8.42%+6.84%+1.58%+0.43%
180d6+0.00%+18.95%+15.42%+3.53%+1.43%
1y6+0.00%+29.06%+34.16%-5.10%-5.93%
2y6+0.00%+20.90%+33.63%-12.73%-14.06%
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
BR · 14,073.327 shares · as of Aug 4, 2020
06,59613,19219,78726,383SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
FLOW · 7 buys / 12 sellsCOVERAGE · 3 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASEGRANT
Stock grant
3,02014,073.327Aug 4, 2020Aug 6, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
3,41510,246Jul 6, 2020Jul 7, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
3,203$130.00$416.4K11,053.327Jul 6, 2020Jul 7, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASE
Corporate VP and CHRO
3,415$98.31$335.7K14,256.327Jul 6, 2020Jul 7, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
5,591$125.51$701.8K10,841.327Jun 5, 2020Jun 8, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASE
Corporate VP and CHRO
4,930$51.95$256.1K20,623.327Jun 5, 2020Jun 8, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
4,191$126.10$528.5K16,432.327Jun 5, 2020Jun 8, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
4,9300Jun 5, 2020Jun 8, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASE
Corporate VP and CHRO
5,969$93.88$560.4K15,693.327Jun 5, 2020Jun 8, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
5,9695,969Jun 5, 2020Jun 8, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASE
Corporate VP and CHRO
12,148$67.32$817.8K20,457.327Jun 3, 2020Jun 4, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
10,733$124.06$1.33M9,724.327Jun 3, 2020Jun 4, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
12,1484,050Jun 3, 2020Jun 4, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
3,443$120.22$413.9K8,309.327May 19, 2020May 20, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
1,931$91.32$176.3K11,752.327Apr 1, 2020Apr 2, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
12,700$120.47$1.53M13,683.327Feb 5, 2020Feb 7, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASE
Corporate VP and CHRO
14,789$51.95$768.3K26,383.327Feb 5, 2020Feb 7, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate VP and CHRO
14,7894,930Feb 5, 2020Feb 7, 2020View →
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASEGRANT
Stock grant
13,61913,619Feb 4, 2020Feb 5, 2020View →
Other insiders · BR
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About this filer
CIK 0001588233
ROLE
Corporate VP and CHRO
PRIMARY
BR
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001588233DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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