Michael Mintun

LECO

SVP, N. AMER. SALES & MARKET. · LINCOLN ELECTRIC HOLDINGS INC · CIK 0001747021

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$785.2K

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

3,307

AVG SELL PX

$97.32

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 Michael Mintun, 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%	+0.91%	+0.70%	+0.21%	+0.21%	—
14d	1	+0.00%	+0.35%	+2.19%	-1.84%	-1.84%	—
30d	1	+100.00%	-2.79%	+1.26%	-4.05%	-4.05%	—
60d	1	+100.00%	-0.34%	+3.78%	-4.11%	-4.11%	—
90d	1	+0.00%	+12.40%	+6.09%	+6.32%	+6.32%	—
180d	1	+0.00%	+20.17%	+16.50%	+3.68%	+3.68%	—
1y	1	+0.00%	+49.24%	+33.88%	+15.35%	+15.35%	—
2y	1	+0.00%	+53.90%	+28.84%	+25.06%	+25.06%	—

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

LECO · 3,307 shares · as of Mar 4, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 7 buys / 7 sellsCOVERAGE · 5 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP, Sales, Americas Welding	197	$115.20	$22.7K	3,110	Mar 4, 2021	Mar 8, 2021 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	640	—	—	3,307	Mar 4, 2021	Mar 8, 2021 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP, Sales, Americas Welding	210	$115.41	$24.2K	2,667	Feb 19, 2021	Feb 23, 2021 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	3,840	—	—	3,840	Feb 17, 2021	Feb 19, 2021 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	719	—	—	2,877	Feb 17, 2021	Feb 19, 2021 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP, N. Amer. Sales & Market.	4,305	$96.98	$417.5K	2,158	Aug 10, 2020	Aug 11, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASE SVP, N. Amer. Sales & Market.	4,305	$58.14	$250.3K	6,463	Aug 10, 2020	Aug 11, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP, N. Amer. Sales & Market.	4,305	—	—	0	Aug 10, 2020	Aug 11, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP, N. Amer. Sales & Market.	282	$86.31	$24.3K	2,792	Mar 4, 2020	Mar 6, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	917	—	—	3,074	Mar 4, 2020	Mar 6, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP, N. Amer. Sales & Market.	217	$88.14	$19.1K	3,150	Feb 21, 2020	Feb 25, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	721	—	—	3,367	Feb 19, 2020	Feb 21, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	PURCHASEGRANT Stock grant	4,174	—	—	4,174	Feb 19, 2020	Feb 21, 2020 ↗
LECO LINCOLN ELECTRIC HOLDINGS INC	SALE SVP, N. Amer. Sales & Market.	285	$94.64	$27.0K	2,646	Feb 5, 2020	Feb 7, 2020 ↗

Other insiders · LECO

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About this filer

CIK 0001747021

ROLE

SVP, N. Amer. Sales & Market.

PRIMARY

LECO

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001747021DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Michael Mintun

The morning brief, before the bell.