Jeffery S. Owen

OFS

CHIEF ACCOUNTING OFFICER · OFS CAPITAL CORP · CIK 0001663132

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$82.4K

COMPANIES

ACTIVE SINCE

Nov 2020

HOLDINGS NOW

14,500

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Jeffery S. Owen, 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.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+100.00%	+25.85%	-1.09%	+26.94%	+26.94%	—
14d	2	+100.00%	+23.89%	+0.71%	+23.19%	+23.19%	—
30d	2	+100.00%	+36.60%	+1.97%	+34.63%	+34.63%	—
60d	2	+100.00%	+30.01%	+5.14%	+24.87%	+24.87%	—
90d	2	+100.00%	+44.04%	+9.16%	+34.88%	+34.88%	—
180d	2	+100.00%	+74.51%	+14.91%	+59.60%	+59.60%	—
1y	2	+100.00%	+124.56%	+31.79%	+92.76%	+92.76%	—
2y	2	+100.00%	+132.05%	+12.94%	+119.11%	+119.11%	—

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

OFS · 14,500 shares · as of Nov 16, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 2 buys / 0 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
OFS OFS CAPITAL CORP	PURCHASE Chief Accounting Officer	11,950	$5.79	$69.2K	14,500	Nov 16, 2020	Nov 17, 2020 ↗
OFS OFS CAPITAL CORP	PURCHASE Chief Accounting Officer	2,550	$5.17	$13.2K	2,550	Nov 13, 2020	Nov 17, 2020 ↗

Other insiders · OFS

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About this filer

CIK 0001663132

ROLE

Chief Accounting Officer

PRIMARY

OFS

COMPANIES

ACTIVE SINCE

Nov 2020

MARKETPEEL · /INSIDER/0001663132DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Jeffery S. Owen

The morning brief, before the bell.