Ran I. Makavy

LYFT

EVP AND CHIEF PRODUCT OFFICER · LYFT, INC. · CIK 0001760231

FILING MIX · LIFETIME0%/100%

BUYS

SELLS

TOTAL VALUE

$2.86M

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

568,678

AVG SELL PX

$44.92

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Ran I. Makavy, 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	2	+0.00%	+1.03%	+0.43%	+0.59%	+0.59%	—
14d	2	+100.00%	-27.22%	-11.93%	-15.29%	-15.29%	—
30d	2	+100.00%	-30.76%	-18.17%	-12.59%	-12.59%	—
60d	2	+100.00%	-13.90%	-7.31%	-6.59%	-6.59%	—
90d	2	+100.00%	-18.54%	-3.42%	-15.12%	-15.12%	—
180d	2	+100.00%	-27.30%	+11.23%	-38.52%	-38.52%	—
1y	2	+0.00%	+40.27%	+25.04%	+15.23%	+15.23%	—
2y	2	+100.00%	-3.14%	+45.07%	-48.21%	-48.21%	—

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

LYFT · 568,678 shares · as of Feb 26, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 0 buys / 3 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
LYFT LYFT, INC.	SALE EVP and Chief Product Officer	9,099	$40.16	$365.4K	574,579	Feb 26, 2020	Feb 27, 2020 ↗
LYFT LYFT, INC.	SALE EVP and Chief Product Officer	5,901	$41.36	$244.1K	568,678	Feb 26, 2020	Feb 27, 2020 ↗
LYFT LYFT, INC.	SALE EVP and Chief Product Officer	48,753	$46.24	$2.25M	583,678	Feb 20, 2020	Feb 21, 2020 ↗

Other insiders · LYFT

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About this filer

CIK 0001760231

ROLE

EVP and Chief Product Officer

PRIMARY

LYFT

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001760231DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Ran I. Makavy

The morning brief, before the bell.