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JL

Joseph Theodore JR Lukens

WKHS
10% OWNER · WORKHORSE GROUP INC. · CIK 0001607972
FILING MIX · LIFETIME16%/84%
BUYS
3
SELLS
16
TOTAL VALUE
$13.56M
COMPANIES
1
ACTIVE SINCE
Apr 2018
HOLDINGS NOW
1,500,000
AVG SELL PX
$10.68
TRADE KIND
SHOWING 19 / 19
Trades · vs SPY
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Performance · forward returns vs SPY
9 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Joseph Theodore JR Lukens, 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
7d9+77.78%-8.17%-2.63%-5.54%-6.83%—
14d9+88.89%-15.27%-5.12%-10.15%-12.91%—
30d9+88.89%-20.99%-9.29%-11.70%-24.47%—
60d9+66.67%-0.44%+0.59%-1.03%-18.07%—
90d9+55.56%+135.90%+3.61%+132.28%-11.04%—
180d9+0.00%+465.00%+16.00%+449.00%+351.86%—
1y9+22.22%+466.68%+34.89%+431.79%+403.54%—
2y9+66.67%+7.86%+44.69%-36.83%-48.59%—
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
WKHS · 1,500,000 shares · as of Jul 7, 2020
01,854,3013,708,6025,562,9027,417,20320192020SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2018
2018
2018
2019
2019
2019
2019
2020
2020
2020
FLOW · 3 buys / 16 sellsCOVERAGE · 10 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
WKHS
WORKHORSE GROUP INC.
SALE
1,500,000——4,002,422Jul 7, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
PURCHASE
1,500,000——1,500,000Jul 7, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
100,000$20.00$2.00M5,502,422Jul 1, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
500,000$18.40$9.20M5,602,422Jun 30, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
654,781——6,102,422May 20, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
18,154$3.24$58.8K6,757,203Apr 5, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
15,000$2.36$35.4K6,775,357Mar 11, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
100,000$2.99$299.0K6,790,357Mar 3, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
61,700$3.62$223.4K6,890,357Feb 26, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
200$3.70$7406,952,057Feb 25, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
4,946$3.90$19.3K6,952,257Feb 21, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
83,644$3.36$281.0K6,957,203Feb 18, 2020Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALEGRANT
Gift
77,435——0Dec 23, 2019Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALEGRANT
Gift
77,436——77,435Sep 3, 2019Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
109,000$3.48$379.3K7,040,847Jul 22, 2019Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
267,356$3.60$962.5K7,149,847Jul 16, 2019Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
PURCHASE
410,155——7,417,203Jun 14, 2018Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
SALE
585,936——0Jun 14, 2018Jul 10, 2020 ↗View →
WKHS
WORKHORSE GROUP INC.
PURCHASE
36,765$2.82$103.7K7,007,048Apr 30, 2018Jul 10, 2020 ↗View →
Other insiders · WKHS
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About this filer
CIK 0001607972
ROLE
10% Owner
PRIMARY
WKHS
COMPANIES
1
ACTIVE SINCE
Apr 2018
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