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HS

Harvey R. Sorensen

EQBK
DIRECTOR · EQUITY BANCSHARES INC · CIK 0001656841
FILING MIX · LIFETIME64%/36%
BUYS
7
SELLS
4
TOTAL VALUE
$369.1K
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
0
AVG SELL PX
$28.50
TRADE KIND
SHOWING 11 / 11
Trades · vs SPY
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Performance · forward returns vs SPY
4 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Harvey R. Sorensen, 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
7d4+50.00%+1.49%-0.65%+2.14%+3.90%
14d4+50.00%+9.47%+5.54%+3.94%-0.98%
30d4+50.00%+6.68%+6.24%+0.44%+0.69%
60d4+50.00%-11.13%+5.78%-16.91%-17.10%
90d4+50.00%-7.08%+12.71%-19.79%-25.77%
180d4+75.00%+7.45%+20.74%-13.29%-17.78%
1y4+75.00%+73.01%+46.17%+26.84%+27.65%
2y4+100.00%+88.95%+55.19%+33.77%+34.20%
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
EQBK · 0 shares · as of Mar 23, 2021
06,04112,08118,12224,1622021SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
FLOW · 7 buys / 4 sellsCOVERAGE · 5 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
EQBK
EQUITY BANCSHARES INC
SALE
2,921$29.10$85.0K21,241Mar 23, 2021Mar 25, 2021
EQBK
EQUITY BANCSHARES INC
PURCHASE
5,967$14.25$85.0K24,162Mar 23, 2021Mar 25, 2021
EQBK
EQUITY BANCSHARES INC
SALE
5,9670Mar 23, 2021Mar 25, 2021
EQBK
EQUITY BANCSHARES INC
PURCHASE
4,516$13.00$58.7K20,316Mar 11, 2021Mar 12, 2021
EQBK
EQUITY BANCSHARES INC
SALE
4,5160Mar 11, 2021Mar 12, 2021
EQBK
EQUITY BANCSHARES INC
SALE
2,121$27.67$58.7K18,195Mar 11, 2021Mar 12, 2021
EQBK
EQUITY BANCSHARES INC
PURCHASE
1,000$12.92$12.9K15,800May 14, 2020May 15, 2020
EQBK
EQUITY BANCSHARES INC
PURCHASEGRANT
Stock grant
1,967$15.25$30.0K14,800May 12, 2020May 13, 2020
EQBK
EQUITY BANCSHARES INC
PURCHASE
1,000$16.27$16.3K12,833May 6, 2020May 8, 2020
EQBK
EQUITY BANCSHARES INC
PURCHASE
500$17.94$9.0K11,833Mar 16, 2020Mar 17, 2020
EQBK
EQUITY BANCSHARES INC
PURCHASE
500$27.04$13.5K11,168Feb 5, 2020Feb 7, 2020
Other insiders · EQBK
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About this filer
CIK 0001656841
ROLE
Director
PRIMARY
EQBK
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001656841DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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