Thomas Donato

ROK

SENIOR VICE PRESIDENT · ROCKWELL AUTOMATION, INC · CIK 0001762550

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$468.6K

COMPANIES

ACTIVE SINCE

Oct 2020

HOLDINGS NOW

610

AVG SELL PX

$254.00

Trades · vs SPY

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Performance · forward returns vs SPY

3 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Thomas Donato, 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	3	+100.00%	-2.74%	+0.98%	-3.73%	-3.12%	—
14d	3	+100.00%	-1.53%	+0.80%	-2.33%	-1.91%	—
30d	3	+33.33%	+1.78%	+3.64%	-1.86%	-0.18%	—
60d	3	+66.67%	-0.49%	+6.75%	-7.24%	-8.50%	—
90d	3	+33.33%	+1.24%	+6.43%	-5.18%	-2.18%	—
180d	3	+0.00%	+7.89%	+16.12%	-8.23%	-5.70%	—
1y	3	+0.00%	+38.88%	+29.70%	+9.17%	+11.11%	—
2y	3	+0.00%	+6.48%	+11.65%	-5.17%	-3.85%	—

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

ROK · 610 shares · as of Dec 10, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 5 buys / 5 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
ROK ROCKWELL AUTOMATION, INC	PURCHASEGRANT Stock grant	2,750	—	—	2,750	Dec 10, 2020	Dec 14, 2020 ↗
ROK ROCKWELL AUTOMATION, INC	PURCHASEGRANT Stock grant	610	—	—	610	Dec 10, 2020	Dec 14, 2020 ↗
ROK ROCKWELL AUTOMATION, INC	SALE Senior Vice President	1	$251.15	$251	1,385	Dec 9, 2020	Dec 10, 2020 ↗
ROK ROCKWELL AUTOMATION, INC	SALE Senior Vice President	344	$249.65	$85.9K	1,386	Dec 9, 2020	Dec 10, 2020 ↗
ROK ROCKWELL AUTOMATION, INC	SALE Senior Vice President	240	—	—	0	Dec 8, 2020	Dec 10, 2020 ↗
ROK ROCKWELL AUTOMATION, INC	PURCHASE Senior Vice President	521	—	—	1,490	Dec 8, 2020	Dec 10, 2020 ↗
ROK ROCKWELL AUTOMATION, INC	SALE Senior Vice President	521	—	—	0	Dec 8, 2020	Dec 10, 2020 ↗
ROK ROCKWELL AUTOMATION, INC	PURCHASE Senior Vice President	240	—	—	1,730	Dec 8, 2020	Dec 10, 2020 ↗
ROK ROCKWELL AUTOMATION, INC	SALE Senior Vice President	1,500	$255.00	$382.5K	969	Nov 25, 2020	Nov 30, 2020 ↗
ROK ROCKWELL AUTOMATION, INC	PURCHASEGRANT Stock grant	521	—	—	521	Oct 1, 2020	Oct 5, 2020 ↗

Other insiders · ROK

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About this filer

CIK 0001762550

ROLE

Senior Vice President

PRIMARY

ROK

COMPANIES

ACTIVE SINCE

Oct 2020

MARKETPEEL · /INSIDER/0001762550DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Thomas Donato

The morning brief, before the bell.