Steven W. Tomson

JKHY

SENIOR VICE PRESIDENT · JACK HENRY & ASSOCIATES INC · CIK 0001783135

FILING MIX · LIFETIME38%/62%

BUYS

SELLS

TOTAL VALUE

$1.01M

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

6,770

AVG SELL PX

$168.69

Trades · vs SPY

Loading price series…

Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Steven W. Tomson, 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	+50.00%	-2.63%	-2.10%	-0.54%	-0.54%	—
14d	2	+50.00%	+3.05%	+3.51%	-0.46%	-0.46%	—
30d	2	+0.00%	+3.46%	+11.70%	-8.24%	-8.24%	—
60d	2	+0.00%	+12.15%	+12.97%	-0.82%	-0.82%	—
90d	2	+0.00%	+6.24%	+19.40%	-13.16%	-13.16%	—
180d	2	+50.00%	-6.29%	+26.21%	-32.50%	-32.50%	—
1y	2	+100.00%	-6.36%	+54.94%	-61.30%	-61.30%	—
2y	2	+0.00%	+13.28%	+64.54%	-51.26%	-51.26%	—

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

JKHY · 6,770 shares · as of Oct 4, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 3 buys / 5 sellsCOVERAGE · 4 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
JKHY JACK HENRY & ASSOCIATES INC	SALE Senior Vice President	58	$161.56	$9.4K	6,712	Oct 4, 2020	Oct 6, 2020 ↗
JKHY JACK HENRY & ASSOCIATES INC	SALE Senior Vice President	178	—	—	354	Oct 4, 2020	Oct 6, 2020 ↗
JKHY JACK HENRY & ASSOCIATES INC	PURCHASE Senior Vice President	178	—	—	6,770	Oct 4, 2020	Oct 6, 2020 ↗
JKHY JACK HENRY & ASSOCIATES INC	PURCHASEGRANT Stock grant	2,327	—	—	7,345	Sep 20, 2020	Sep 22, 2020 ↗
JKHY JACK HENRY & ASSOCIATES INC	SALE SENIOR VICE PRESIDENT	753	$161.83	$121.9K	6,592	Sep 20, 2020	Sep 22, 2020 ↗
JKHY JACK HENRY & ASSOCIATES INC	PURCHASEGRANT Stock grant	339	—	—	339	Aug 3, 2020	Aug 4, 2020 ↗
JKHY JACK HENRY & ASSOCIATES INC	SALE VICE PRESIDENT	3,698	$175.17	$647.8K	4,963	May 6, 2020	May 7, 2020 ↗
JKHY JACK HENRY & ASSOCIATES INC	SALE Vice President	1,500	$156.42	$234.6K	8,626	Mar 17, 2020	Mar 19, 2020 ↗

Other insiders · JKHY

Loading peer insiders…

About this filer

CIK 0001783135

ROLE

SENIOR VICE PRESIDENT

PRIMARY

JKHY

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001783135DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Steven W. Tomson

The morning brief, before the bell.