William Bradford Haines Financial Services Trust

BSVN

10% OWNER · BANK7 CORP. · CIK 0001753721

FILING MIX · LIFETIME0%/100%

BUYS

SELLS

TOTAL VALUE

$45.36M

COMPANIES

ACTIVE SINCE

Dec 2021

HOLDINGS NOW

1,778,701

AVG SELL PX

$21.42

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 William Bradford Haines Financial Services Trust, 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%	+3.25%	+0.10%	+3.16%	+3.16%	—
14d	1	+0.00%	+2.51%	-2.46%	+4.97%	+4.97%	—
30d	1	+0.00%	+5.06%	-9.20%	+14.25%	+14.25%	—
60d	1	+0.00%	+4.71%	-8.28%	+12.99%	+12.99%	—
90d	1	+0.00%	+6.11%	-4.18%	+10.29%	+10.29%	—
180d	1	+0.00%	+5.59%	-17.66%	+23.25%	+23.25%	—
1y	1	+0.00%	+14.99%	-18.79%	+33.77%	+33.77%	—
2y	1	+0.00%	+21.82%	+3.01%	+18.81%	+18.81%	—

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

BSVN · 1,778,701 shares · as of Dec 27, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2021

FLOW · 0 buys / 3 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
BSVN BANK7 CORP.	SALE	117,811	$20.90	$2.46M	1,778,701	Dec 27, 2021	Dec 28, 2021 ↗
BSVN BANK7 CORP.	SALE	1,000,000	$22.00	$22.00M	1,896,512	Dec 14, 2021	Dec 15, 2021 ↗
BSVN BANK7 CORP.	SALE	1,000,000	$20.90	$20.90M	1,896,512	Dec 14, 2021	Dec 28, 2021 ↗

Other insiders · BSVN

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About this filer

CIK 0001753721

ROLE

10% Owner

PRIMARY

BSVN

COMPANIES

ACTIVE SINCE

Dec 2021

MARKETPEEL · /INSIDER/0001753721DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

William Bradford Haines Financial Services Trust

The morning brief, before the bell.