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Insider Trading Intelligence
ML

Michael Loeffel

CSV
INSIDER · CARRIAGE SERVICES INC · CIK 0001768685
FILING MIX · LIFETIME73%/27%
BUYS
8
SELLS
3
TOTAL VALUE
$216.8K
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
22,812
AVG SELL PX
$24.55
TRADE KIND
SHOWING 11 / 11
Trades · vs SPY
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Performance · forward returns vs SPY
8 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Michael Loeffel, 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
7d8+50.00%-3.01%+0.02%-3.03%+0.26%
14d8+62.50%-7.37%-3.68%-3.69%-2.93%
30d8+37.50%-10.41%-3.30%-7.11%-8.15%
60d8+75.00%-0.28%+3.51%-3.79%-3.63%
90d8+75.00%+7.32%+8.54%-1.22%-6.50%
180d8+100.00%+33.98%+18.62%+15.37%+3.04%
1y8+87.50%+98.01%+38.06%+59.95%+61.33%
2y8+87.50%+155.25%+50.58%+104.67%+102.55%
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
CSV · 22,812 shares · as of Sep 11, 2020
05,70311,40617,10922,812SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
FLOW · 8 buys / 3 sellsCOVERAGE · 3 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
CSV
CARRIAGE SERVICES INC
PURCHASE
2,500$20.89$52.2K22,812Sep 11, 2020Sep 14, 2020
CSV
CARRIAGE SERVICES INC
PURCHASE
1,355$18.57$25.2K20,312Jun 1, 2020Jun 2, 2020
CSV
CARRIAGE SERVICES INC
PURCHASE
1,370$18.25$25.0K18,957May 29, 2020Jun 2, 2020
CSV
CARRIAGE SERVICES INC
SALE
10,5000May 19, 2020May 26, 2020
CSV
CARRIAGE SERVICES INC
SALE
9,0000May 19, 2020May 26, 2020
CSV
CARRIAGE SERVICES INC
PURCHASEGRANT
Stock grant
13,97413,974May 19, 2020May 26, 2020
CSV
CARRIAGE SERVICES INC
PURCHASE
2,250$16.22$36.5K17,178Mar 30, 2020Mar 31, 2020
CSV
CARRIAGE SERVICES INC
PURCHASE
1,250$14.55$18.2K14,928Mar 27, 2020Mar 31, 2020
CSV
CARRIAGE SERVICES INC
PURCHASE
1,350$20.23$27.3K12,328Mar 3, 2020Mar 4, 2020
CSV
CARRIAGE SERVICES INC
PURCHASE
1,350$19.46$26.3K13,678Mar 3, 2020Mar 4, 2020
CSV
CARRIAGE SERVICES INC
SALE
252$24.55$6.2K10,978Feb 14, 2020Feb 18, 2020
Other insiders · CSV
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About this filer
CIK 0001768685
ROLE
Insider
PRIMARY
CSV
COMPANIES
1
ACTIVE SINCE
Feb 2020
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