MarketPeel
Insider Trading Intelligence
RW

Robert Waldo

STEP
DIRECTOR · STEPSTONE GROUP INC. · CIK 0001728668
FILING MIX · LIFETIME33%/67%
BUYS
7
SELLS
14
TOTAL VALUE
$113.11M
COMPANIES
3
ACTIVE SINCE
Sep 2020
HOLDINGS NOW
3,383,090
AVG SELL PX
$18.34
TRADE KIND
SHOWING 21 / 21
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
7 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Robert Waldo, 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
7d7+14.29%+0.13%+0.46%-0.33%+1.04%
14d7+28.57%+4.00%+0.69%+3.31%+4.07%
30d7+71.43%-5.01%+0.59%-5.60%-7.67%
60d7+71.43%-6.53%+1.40%-7.92%-10.74%
90d7+71.43%-13.48%-0.90%-12.58%-18.79%
180d7+71.43%-16.81%-1.94%-14.87%-31.02%
1y7+71.43%-10.83%-1.66%-9.17%-20.72%
2y7+85.71%-28.72%+3.28%-32.00%-30.51%
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
STEP · 3,330,328 shares · as of Dec 2, 2024
01,608,2153,216,4294,824,6446,432,8582021202220232024SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
2026
FLOW · 7 buys / 14 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
BOKF
BOK FINANCIAL CORP
PURCHASEGRANT
Stock grant
144$138.55$20.0K31,929Jul 14, 2026Jul 14, 2026View →
BOKF
BOK FINANCIAL CORP
SALEGRANT
Gift
5,00031,785Dec 1, 2025Dec 3, 2025View →
BOKF
BOK FINANCIAL CORP
PURCHASEGRANT
Stock grant
207$96.38$20.0K36,785Jul 14, 2025Jul 16, 2025View →
STEP
STEPSTONE GROUP INC.
PURCHASE
500,000500,000Dec 2, 2024Dec 4, 2024View →
STEP
STEPSTONE GROUP INC.
SALE
500,000$0.00$5003,330,328Dec 2, 2024Dec 4, 2024View →
STEP
STEPSTONE GROUP INC.
SALE
500,0003,330,328Dec 2, 2024Dec 4, 2024View →
EE
EXCELERATE ENERGY, INC.
PURCHASE
20,833$24.00$500.0K20,833Apr 18, 2022Apr 20, 2022View →
STEP
STEPSTONE GROUP INC.
SALE
1,330,336$0.00$1.3K3,662,708Nov 18, 2021Nov 19, 2021View →
STEP
STEPSTONE GROUP INC.
SALE
1,330,3363,662,708Nov 18, 2021Nov 19, 2021View →
STEP
STEPSTONE GROUP INC.
PURCHASE
1,330,3361,382,836Nov 18, 2021Nov 19, 2021View →
STEP
STEPSTONE GROUP INC.
SALE
1,330,336$51.83$68.95M52,500Nov 18, 2021Nov 19, 2021View →
STEP
STEPSTONE GROUP INC.
SALE
1,262$45.38$57.3K5,018,044Oct 27, 2021Oct 27, 2021View →
STEP
STEPSTONE GROUP INC.
SALE
32,107$45.71$1.47M5,019,306Oct 26, 2021Oct 26, 2021View →
STEP
STEPSTONE GROUP INC.
SALE
4,131$45.13$186.4K5,051,413Oct 25, 2021Oct 26, 2021View →
STEP
STEPSTONE GROUP INC.
PURCHASE
1,439,8141,564,814Mar 23, 2021Mar 25, 2021View →
STEP
STEPSTONE GROUP INC.
SALE
1,439,814$28.32$40.78M125,000Mar 23, 2021Mar 25, 2021View →
STEP
STEPSTONE GROUP INC.
SALE
1,439,8144,993,044Mar 23, 2021Mar 25, 2021View →
STEP
STEPSTONE GROUP INC.
SALE
1,439,814$0.00$1.4K4,993,044Mar 23, 2021Mar 25, 2021View →
STEP
STEPSTONE GROUP INC.
SALE
3,830,3286,432,858Sep 18, 2020Sep 18, 2020View →
STEP
STEPSTONE GROUP INC.
SALE
3,830,3286,432,858Sep 18, 2020Sep 18, 2020View →
STEP
STEPSTONE GROUP INC.
PURCHASE
62,500$18.00$1.13M62,500Sep 18, 2020Sep 18, 2020View →
Other insiders · STEP
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About this filer
CIK 0001728668
ROLE
Director
PRIMARY
STEP
COMPANIES
3
ACTIVE SINCE
Sep 2020
MARKETPEEL · /INSIDER/0001728668DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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