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Suzanne K. Surface

NI
CHIEF SERVICES OFFICER · NISOURCE INC. · CIK 0001674899
FILING MIX · LIFETIME50%/50%
BUYS
2
SELLS
2
TOTAL VALUE
$501.2K
COMPANIES
1
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
28,652
AVG SELL PX
$28.37
TRADE KIND
SHOWING 4 / 4
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 Suzanne K. Surface, 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%-9.24%-12.31%+3.07%+3.07%
14d1+100.00%-20.97%-23.29%+2.32%+2.32%
30d1+100.00%-24.68%-20.20%-4.48%-4.48%
60d1+100.00%-17.64%-8.83%-8.81%-8.81%
90d1+100.00%-16.56%-0.94%-15.62%-15.62%
180d1+100.00%-24.56%+12.81%-37.37%-37.37%
1y1+100.00%-25.42%+22.66%-48.08%-48.08%
2y1+0.00%+9.41%+42.60%-33.19%-33.19%
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
NI · 28,652 shares · as of Mar 4, 2020
09,53219,06428,59538,127SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
FLOW · 2 buys / 2 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
NI
NISOURCE INC.
SALE
Chief Services Officer
7,407$28.75$213.0K28,652Mar 4, 2020Mar 5, 2020
NI
NISOURCE INC.
SALE
Chief Services Officer
2,068$27.02$55.9K36,059Feb 28, 2020Mar 3, 2020
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
6,751$27.02$182.4K38,127Feb 28, 2020Mar 3, 2020
NI
NISOURCE INC.
PURCHASEGRANT
Stock grant
1,718$29.10$50.0K31,376Jan 30, 2020Feb 3, 2020
Other insiders · NI
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About this filer
CIK 0001674899
ROLE
Chief Services Officer
PRIMARY
NI
COMPANIES
1
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001674899DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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