MarketPeel
Insider Trading Intelligence
JY

James M. Young

BR
CORPORATE SVP AND CFO · BROADRIDGE FINANCIAL SOLUTIONS, INC. · CIK 0001610934
FILING MIX · LIFETIME35%/65%
BUYS
7
SELLS
13
TOTAL VALUE
$26.56M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
49,060
AVG SELL PX
$123.88
TRADE KIND
SHOWING 20 / 20
Trades · vs SPY
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Performance · forward returns vs SPY
7 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by James M. Young, 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
7d7+42.86%+0.35%+1.24%-0.89%-0.40%
14d7+100.00%-0.36%+3.94%-4.30%-4.95%
30d7+42.86%-0.58%+2.43%-3.01%-3.51%
60d7+0.00%+5.61%+8.61%-3.00%-3.85%
90d7+0.00%+12.66%+12.75%-0.09%-1.16%
180d7+0.00%+15.93%+21.34%-5.41%+0.98%
1y7+0.00%+33.06%+39.69%-6.63%-6.51%
2y7+0.00%+26.69%+36.45%-9.76%-21.40%
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 · 49,060 shares · as of Aug 13, 2020
029,65959,31888,976118,635SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
FLOW · 7 buys / 13 sellsCOVERAGE · 3 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
10,24530,738Aug 13, 2020Aug 17, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
19,69919,699Aug 13, 2020Aug 17, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
18,171$138.91$2.52M16,598Aug 13, 2020Aug 17, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASE
Corporate SVP and CFO
10,245$98.31$1.01M59,305Aug 13, 2020Aug 17, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
15,000$138.91$2.08M34,769Aug 13, 2020Aug 17, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
9,536$138.91$1.32M49,769Aug 13, 2020Aug 17, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASE
Corporate SVP and CFO
19,699$93.88$1.85M49,060Aug 13, 2020Aug 17, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASEGRANT
Stock grant
9,06229,361Aug 4, 2020Aug 6, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
39,448$119.46$4.71M20,299May 12, 2020May 13, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASE
Corporate SVP and CFO
46,012$51.95$2.39M68,629May 12, 2020May 13, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
15,025$119.46$1.79M103,610May 12, 2020May 13, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
31,04710,349May 12, 2020May 13, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
27,650$119.46$3.30M59,747May 12, 2020May 13, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASE
Corporate SVP and CFO
18,959$50.95$966.0K118,635May 12, 2020May 13, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASE
Corporate SVP and CFO
31,047$67.32$2.09M99,676May 12, 2020May 13, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
18,9590May 12, 2020May 13, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
46,0120May 12, 2020May 13, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
16,213$119.46$1.94M87,397May 12, 2020May 13, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
SALE
Corporate SVP and CFO
6,367$91.32$581.4K22,617Apr 1, 2020Apr 2, 2020
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
PURCHASEGRANT
Stock grant
41,58041,580Feb 4, 2020Feb 5, 2020
Other insiders · BR
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About this filer
CIK 0001610934
ROLE
Corporate SVP and CFO
PRIMARY
BR
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001610934DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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