MarketPeel
Insider Trading Intelligence
Pricing
…
DB

David Bass

VRNS
EVP ENGINEERING AND CTO · VARONIS SYSTEMS INC · CIK 0001733035
FILING MIX · LIFETIME48%/52%
BUYS
15
SELLS
16
TOTAL VALUE
$29.61M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
1,042,924
AVG SELL PX
$68.90
TRADE KIND
SHOWING 31 / 31
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
17 backtested trades · 8 horizons · 3 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by David Bass, 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
7d17+70.59%-5.75%-0.74%-5.01%-2.22%—
14d17+70.59%-2.72%+1.43%-4.14%-7.04%—
30d17+70.59%-3.06%+1.82%-4.88%-4.42%—
60d17+76.47%-6.04%+4.07%-10.11%-10.71%—
90d17+82.35%-5.44%+6.29%-11.73%-14.07%—
180d17(1 pending)+12.50%+15.94%+11.83%+4.12%-4.77%—
1y17(1 pending)+75.00%+0.02%+21.73%-21.72%-41.30%—
2y17(1 pending)+87.50%-37.97%+26.36%-64.33%-61.14%—
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
VRNS · 1,042,924 shares · as of Feb 9, 2026
0260,731521,462782,1931,042,924202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 15 buys / 16 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
VRNS
VARONIS SYSTEMS INC
PURCHASE
EVP Engineering & CTO
2,980$23.47$69.9K1,042,924Feb 9, 2026Feb 10, 2026 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
169,095——1,039,944Feb 6, 2026Feb 10, 2026 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
63,735——870,849Feb 2, 2026Feb 4, 2026 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
95,727——807,114Feb 6, 2025Feb 7, 2025 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
72,090——711,387Feb 3, 2025Feb 5, 2025 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering and CTO
12,975$51.55$668.9K637,997Feb 9, 2024Feb 12, 2024 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering and CTO
700$52.11$36.5K639,297Feb 9, 2024Feb 12, 2024 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering and CTO
4,237$51.15$216.7K650,972Feb 8, 2024Feb 12, 2024 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering and CTO
30,204$49.68$1.50M728,878Feb 8, 2024Feb 12, 2024 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering and CTO
73,669$50.77$3.74M655,209Feb 8, 2024Feb 12, 2024 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering and CTO
8,215$48.21$396.0K759,082Feb 8, 2024Feb 12, 2024 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
74,478——767,297Feb 7, 2024Feb 12, 2024 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
192,063——692,819Feb 1, 2024Feb 5, 2024 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering & CTO
150,000$33.00$4.95M500,756Nov 2, 2023Nov 3, 2023 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering & CTO
34,000$29.51$1.00M650,756Aug 22, 2023Aug 22, 2023 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
128,042——684,756Feb 8, 2023Feb 10, 2023 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
17,341——556,714Feb 2, 2023Feb 6, 2023 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
89,652——241,487Feb 10, 2022Feb 14, 2022 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
28,086——151,835Feb 3, 2022Feb 7, 2022 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
78,474——202,223Feb 3, 2022Mar 11, 2022 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering & CTO
22,284$186.87$4.16M157,203Mar 1, 2021Mar 3, 2021 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering & CTO
24,220$187.53$4.54M132,983Mar 1, 2021Mar 3, 2021 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering & CTO
6,421$188.54$1.21M126,562Mar 1, 2021Mar 3, 2021 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering & CTO
2,813$189.53$533.1K123,749Mar 1, 2021Mar 3, 2021 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering & CTO
3,012$185.77$559.5K179,487Mar 1, 2021Mar 3, 2021 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
18,724——182,499Feb 11, 2021Feb 12, 2021 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering & CTO
5,500$170.37$937.0K163,775Jan 7, 2021Jan 8, 2021 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering & CTO
3,000$124.84$374.5K169,275Sep 1, 2020Sep 2, 2020 ↗View →
VRNS
VARONIS SYSTEMS INC
SALE
EVP Engineering & CTO
47,500$99.08$4.71M172,275Jul 6, 2020Jul 6, 2020 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
775——219,775Apr 7, 2020Apr 9, 2020 ↗View →
VRNS
VARONIS SYSTEMS INC
PURCHASEGRANT
Stock grant
65,000——219,000Feb 13, 2020Feb 14, 2020 ↗View →
Other insiders · VRNS
Loading peer insiders…
About this filer
CIK 0001733035
ROLE
EVP Engineering and CTO
PRIMARY
VRNS
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001733035DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

Feedback