Jonathon P. Sievert

PLOW

PRESIDENT-WORK TRUCK SOLUTIONS · DOUGLAS DYNAMICS, INC · CIK 0001705623

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$136.7K

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

16,090

AVG SELL PX

$45.59

Trades · vs SPY

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Performance · forward returns vs SPY

3 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Jonathon P. Sievert, 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	3	+33.33%	-2.33%	-1.84%	-0.49%	-0.59%	—
14d	3	+100.00%	-16.36%	-7.68%	-8.68%	-8.34%	—
30d	3	+100.00%	-7.40%	+0.50%	-7.90%	-11.15%	—
60d	3	+100.00%	-12.96%	+4.01%	-16.97%	-17.13%	—
90d	3	+100.00%	-6.81%	+7.59%	-14.40%	-15.68%	—
180d	3	+66.67%	-12.59%	+18.26%	-30.85%	-37.50%	—
1y	3	+66.67%	-10.06%	+17.57%	-27.64%	-39.05%	—
2y	3	+100.00%	-21.32%	+16.53%	-37.85%	-30.55%	—

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

PLOW · 16,090 shares · as of Mar 11, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 3 buys / 3 sellsCOVERAGE · 5 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
PLOW DOUGLAS DYNAMICS, INC	PURCHASEGRANT Stock grant	3,784	—	—	16,090	Mar 11, 2021	Mar 12, 2021 ↗
PLOW DOUGLAS DYNAMICS, INC	SALE President-Work Truck Solutions	5	$49.84	$249	12,306	Mar 10, 2021	Mar 12, 2021 ↗
PLOW DOUGLAS DYNAMICS, INC	SALE President-Work Truck Solutions	1,819	$49.29	$89.7K	12,311	Mar 10, 2021	Mar 12, 2021 ↗
PLOW DOUGLAS DYNAMICS, INC	PURCHASEGRANT Stock grant	2,237	—	—	14,130	Feb 16, 2021	Feb 18, 2021 ↗
PLOW DOUGLAS DYNAMICS, INC	SALE President-Work Truck Solutions	1,174	$39.85	$46.8K	11,893	Mar 6, 2020	Mar 9, 2020 ↗
PLOW DOUGLAS DYNAMICS, INC	PURCHASEGRANT Stock grant	2,280	—	—	13,067	Feb 18, 2020	Feb 20, 2020 ↗

Other insiders · PLOW

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About this filer

CIK 0001705623

ROLE

President-Work Truck Solutions

PRIMARY

PLOW

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001705623DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Jonathon P. Sievert

The morning brief, before the bell.