Dheeraj Verma

CHPT

10% OWNER · CHARGEPOINT HOLDINGS, INC. · CIK 0001694404

FILING MIX · LIFETIME67%/33%

BUYS

SELLS

TOTAL VALUE

$73.85M

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

23,320,751

AVG SELL PX

$23.50

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 Dheeraj Verma, 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	+50.00%	-0.49%	+2.48%	-2.97%	-2.97%	—
14d	2	+50.00%	+1.03%	+2.21%	-1.18%	-1.18%	—
30d	2	+100.00%	-9.48%	+2.58%	-12.06%	-12.06%	—
60d	2	+100.00%	-12.52%	+2.10%	-14.62%	-14.62%	—
90d	2	+100.00%	-13.57%	+4.90%	-18.47%	-18.47%	—
180d	2	+100.00%	-38.99%	+7.82%	-46.80%	-46.80%	—
1y	2	+100.00%	-44.29%	-7.18%	-37.11%	-37.11%	—
2y	2	+100.00%	-64.18%	+8.73%	-72.90%	-72.90%	—

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

CHPT · 23,320,751 shares · as of Jul 22, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 4 buys / 2 sellsCOVERAGE · 7 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
CHPT CHARGEPOINT HOLDINGS, INC.	SALE	422,615	$23.50	$9.93M	23,320,751	Jul 22, 2021	Jul 23, 2021 ↗
CHPT CHARGEPOINT HOLDINGS, INC.	SALE	2,720,000	$23.50	$63.92M	23,743,366	Jul 19, 2021	Jul 21, 2021 ↗
CHPT CHARGEPOINT HOLDINGS, INC.	PURCHASEGRANT Stock grant	18,500	—	—	18,500	Jul 12, 2021	Jul 14, 2021 ↗
CHPT CHARGEPOINT HOLDINGS, INC.	PURCHASEGRANT Stock grant	3,192	—	—	21,692	Jul 12, 2021	Jul 14, 2021 ↗
CHPT CHARGEPOINT HOLDINGS, INC.	PURCHASEGRANT Stock grant	1,129,511	—	—	26,463,366	Jul 1, 2021	Jul 6, 2021 ↗
CHPT CHARGEPOINT HOLDINGS, INC.	PURCHASEGRANT Stock grant	2,259,022	—	—	25,333,855	Mar 19, 2020	May 5, 2021 ↗

Other insiders · CHPT

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About this filer

CIK 0001694404

ROLE

10% Owner

PRIMARY

CHPT

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001694404DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Dheeraj Verma

The morning brief, before the bell.