Craig E. Johnson

MEC

DIRECTOR · MAYVILLE ENGINEERING COMPANY, INC. · CIK 0001776286

FILING MIX · LIFETIME33%/67%

BUYS

SELLS

TOTAL VALUE

$151.9K

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

5,883

AVG SELL PX

$9.17

Trades · vs SPY

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Performance · forward returns vs SPY

6 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Craig E. Johnson, 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	6	+0.00%	+4.18%	-4.03%	+8.21%	+7.61%	—
14d	6	+100.00%	-0.96%	-2.71%	+1.75%	+0.82%	—
30d	6	+16.67%	+3.27%	+3.24%	+0.03%	-0.01%	—
60d	6	+16.67%	+18.05%	+6.25%	+11.80%	+14.95%	—
90d	6	+16.67%	+42.31%	+9.91%	+32.40%	+35.24%	—
180d	6	+16.67%	+84.42%	+18.34%	+66.08%	+73.83%	—
1y	6	+16.67%	+98.19%	+35.85%	+62.34%	+53.96%	—
2y	6	+100.00%	-7.13%	+26.80%	-33.94%	-45.34%	—

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

MEC · 5,883 shares · as of Sep 15, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 3 buys / 6 sellsCOVERAGE · 3 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
MEC MAYVILLE ENGINEERING COMPANY, INC.	SALE	1,800	$9.09	$16.4K	6,115	Sep 15, 2020	Sep 15, 2020 ↗
MEC MAYVILLE ENGINEERING COMPANY, INC.	SALE	232	$9.37	$2.2K	5,883	Sep 15, 2020	Sep 15, 2020 ↗
MEC MAYVILLE ENGINEERING COMPANY, INC.	SALE	200	$9.32	$1.9K	7,915	Sep 14, 2020	Sep 15, 2020 ↗
MEC MAYVILLE ENGINEERING COMPANY, INC.	SALE	3,768	$9.15	$34.5K	8,115	Sep 14, 2020	Sep 15, 2020 ↗
MEC MAYVILLE ENGINEERING COMPANY, INC.	SALE	4,000	$9.20	$36.8K	11,883	Sep 11, 2020	Sep 15, 2020 ↗
MEC MAYVILLE ENGINEERING COMPANY, INC.	PURCHASEGRANT Stock grant	19,532	—	—	19,532	May 12, 2020	May 14, 2020 ↗
MEC MAYVILLE ENGINEERING COMPANY, INC.	SALE	5,883	—	—	0	May 8, 2020	May 12, 2020 ↗
MEC MAYVILLE ENGINEERING COMPANY, INC.	PURCHASE	5,883	—	—	15,883	May 8, 2020	May 12, 2020 ↗
MEC MAYVILLE ENGINEERING COMPANY, INC.	PURCHASE	10,000	$6.02	$60.2K	10,000	Mar 11, 2020	Mar 13, 2020 ↗

Other insiders · MEC

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About this filer

CIK 0001776286

ROLE

Director

PRIMARY

MEC

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001776286DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Craig E. Johnson

The morning brief, before the bell.