MarketPeel
Insider Trading Intelligence
GS

Gerald A. Simon

CWT
CHIEF SAFETY & PREPAREDNESS · CALIFORNIA WATER SERVICE GROUP · CIK 0001668260
FILING MIX · LIFETIME19%/81%
BUYS
4
SELLS
17
TOTAL VALUE
$226.7K
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
6,620
AVG SELL PX
$52.43
TRADE KIND
SHOWING 21 / 21
Trades · vs SPY
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Performance · forward returns vs SPY
1 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Gerald A. Simon, 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%-3.98%-2.49%-1.49%-1.49%
14d1+100.00%-3.39%-1.18%-2.21%-2.21%
30d1+100.00%-1.54%+1.65%-3.19%-3.19%
60d1+100.00%-1.62%+4.67%-6.28%-6.28%
90d1+0.00%+11.64%+6.46%+5.18%+5.18%
180d1+0.00%+7.04%+11.37%-4.33%-4.33%
1y1+100.00%-10.95%+0.85%-11.80%-11.80%
2y1+0.00%+1.56%+2.27%-0.70%-0.70%
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
CWT · 6,620.46 shares · as of Jun 5, 2021
02,1304,2596,3898,5192021SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
FLOW · 4 buys / 17 sellsCOVERAGE · 6 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
63$56.66$3.6K6,620.46Jun 5, 2021Jun 7, 2021
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
61$56.94$3.5K6,683.46Jun 3, 2021Jun 4, 2021
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
854$58.73$50.2K6,712.01May 5, 2021May 6, 2021
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,7138,518.61Mar 6, 2021Mar 9, 2021
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
57$52.96$3.0K6,805.61Mar 6, 2021Mar 9, 2021
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
987$52.96$52.3K7,566.01Mar 6, 2021Mar 9, 2021
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
72$52.96$3.8K6,862.61Mar 5, 2021Mar 9, 2021
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
275$53.21$14.6K6,934.61Mar 3, 2021Mar 4, 2021
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,3117,209.61Mar 2, 2021Mar 4, 2021
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
56$49.46$2.8K5,898.61Dec 6, 2020Dec 8, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
70$49.46$3.5K5,917.57Dec 5, 2020Dec 8, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
56$45.88$2.6K5,987.57Sep 6, 2020Sep 8, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
70$45.88$3.2K6,002.93Sep 5, 2020Sep 8, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
55$48.45$2.7K6,072.93Jun 6, 2020Jun 9, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
70$48.45$3.4K6,069.65Jun 5, 2020Jun 9, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
55$54.37$3.0K6,139.65Mar 6, 2020Mar 9, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
276$53.99$14.9K6,165.5Mar 5, 2020Mar 9, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,3976,441.5Mar 3, 2020Mar 5, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
1,178$47.96$56.5K5,044.5Feb 28, 2020Mar 3, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
PURCHASEGRANT
Stock grant
1,8366,222.5Feb 28, 2020Mar 3, 2020
CWT
CALIFORNIA WATER SERVICE GROUP
SALE
Chief Safety & Preparedness
69$47.96$3.3K4,386.5Feb 28, 2020Mar 3, 2020
Other insiders · CWT
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About this filer
CIK 0001668260
ROLE
Chief Safety & Preparedness
PRIMARY
CWT
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001668260DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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