Shelly Schneekloth

CASH

CHIEF OPERATIONS OFFICER · PATHWARD FINANCIAL, INC. · CIK 0001722411

FILING MIX · LIFETIME0%/100%

BUYS

SELLS

TOTAL VALUE

$16.3K

COMPANIES

ACTIVE SINCE

Sep 2020

HOLDINGS NOW

14,731

AVG SELL PX

$18.55

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 Shelly Schneekloth, 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	1	+0.00%	+10.25%	+1.55%	+8.70%	+8.70%	—
14d	1	+0.00%	+18.87%	+5.51%	+13.36%	+13.36%	—
30d	1	+0.00%	+31.11%	+3.25%	+27.86%	+27.86%	—
60d	1	+0.00%	+94.08%	+10.49%	+83.58%	+83.58%	—
90d	1	+0.00%	+97.92%	+12.73%	+85.19%	+85.19%	—
180d	1	+0.00%	+138.01%	+18.78%	+119.24%	+119.24%	—
1y	1	+0.00%	+179.48%	+36.95%	+142.53%	+142.53%	—
2y	1	+0.00%	+75.02%	+14.10%	+60.92%	+60.92%	—

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

CASH · 14,731 shares · as of Sep 25, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 0 buys / 2 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
CASH PATHWARD FINANCIAL, INC.	SALE Chief Operations Officer	439	$18.55	$8.1K	14,731	Sep 25, 2020	Sep 29, 2020 ↗
CASH PATHWARD FINANCIAL, INC.	SALE Chief Operations Officer	439	$18.55	$8.1K	14,731	Sep 25, 2020	Oct 6, 2020 ↗

Other insiders · CASH

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About this filer

CIK 0001722411

ROLE

Chief Operations Officer

PRIMARY

CASH

COMPANIES

ACTIVE SINCE

Sep 2020

MARKETPEEL · /INSIDER/0001722411DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Shelly Schneekloth

The morning brief, before the bell.