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Gregory Breier

HY
VICE PRESIDENT-TAX · HYSTER-YALE, INC. · CIK 0001607958
FILING MIX · LIFETIME75%/25%
BUYS
3
SELLS
1
TOTAL VALUE
$186.2K
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
7,880
AVG SELL PX
$74.78
TRADE KIND
SHOWING 4 / 4
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Gregory Breier, 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%-2.49%+0.41%-2.90%-2.90%
14d1+100.00%-8.88%-1.50%-7.39%-7.39%
30d1+100.00%-4.57%+2.97%-7.54%-7.54%
60d1+100.00%-7.20%+4.73%-11.93%-11.93%
90d1+100.00%-19.63%+7.59%-27.22%-27.22%
180d1+100.00%-49.89%+7.30%-57.19%-57.19%
1y1+100.00%-47.46%-1.57%-45.88%-45.88%
2y1+100.00%-30.80%+4.14%-34.94%-34.94%
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
HY · 7,880 shares · as of Feb 9, 2023
01,9993,9995,9987,997202120222023SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
FLOW · 3 buys / 1 sellsCOVERAGE · 13 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HY
HYSTER-YALE, INC.
PURCHASE
Vice President-Tax
1,8267,880Feb 9, 2023Feb 11, 2023View →
HY
HYSTER-YALE, INC.
PURCHASE
Vice President-Tax
5476,054Mar 2, 2022Mar 3, 2022View →
HY
HYSTER-YALE, INC.
SALE
Vice President-Tax
2,490$74.78$186.2K5,507Jun 4, 2021Jun 4, 2021View →
HY
HYSTER-YALE, INC.
PURCHASE
Vice President-Tax
8997,997Feb 18, 2020Feb 20, 2020View →
Other insiders · HY
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About this filer
CIK 0001607958
ROLE
Vice President-Tax
PRIMARY
HY
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001607958DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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