Timothy F. Shea

NJR

VICE PRESIDENT, SUBSIDIARY · NEW JERSEY RESOURCES CORP · CIK 0001801637

FILING MIX · LIFETIME33%/67%

BUYS

SELLS

TOTAL VALUE

$2.47M

COMPANIES

ACTIVE SINCE

Oct 2020

HOLDINGS NOW

25,053

AVG SELL PX

$39.29

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 Timothy F. Shea, 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	+100.00%	-3.72%	+1.29%	-5.01%	-5.01%	—
14d	2	+100.00%	-2.24%	+2.81%	-5.04%	-5.04%	—
30d	2	+100.00%	-4.43%	+4.10%	-8.53%	-8.53%	—
60d	2	+100.00%	-8.47%	+5.83%	-14.30%	-14.30%	—
90d	2	+100.00%	-14.63%	+2.94%	-17.57%	-17.57%	—
180d	2	+100.00%	-0.04%	+8.39%	-8.43%	-8.43%	—
1y	2	+0.00%	+7.53%	-9.27%	+16.80%	+16.80%	—
2y	2	+0.00%	+17.81%	+5.67%	+12.14%	+12.14%	—

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

NJR · 25,053.368 shares · as of Nov 10, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 3 buys / 6 sellsCOVERAGE · 5 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
NJR NEW JERSEY RESOURCES CORP	PURCHASEGRANT Stock grant	28,321	$38.84	$1.10M	52,377.368	Nov 10, 2021	Nov 12, 2021 ↗
NJR NEW JERSEY RESOURCES CORP	SALE Vice President, Subsidiary	1,004	$38.84	$39.0K	24,049.368	Nov 10, 2021	Nov 12, 2021 ↗
NJR NEW JERSEY RESOURCES CORP	PURCHASEGRANT Stock grant	2,037	$38.84	$79.1K	25,053.368	Nov 10, 2021	Nov 12, 2021 ↗
NJR NEW JERSEY RESOURCES CORP	SALE Vice President, Subsidiary	8,623	$37.70	$325.1K	23,016.368	Oct 15, 2021	Oct 19, 2021 ↗
NJR NEW JERSEY RESOURCES CORP	SALE Vice President, Subsidiary	10,000.608	$41.35	$413.5K	58,405.772	Jun 23, 2021	Jun 25, 2021 ↗
NJR NEW JERSEY RESOURCES CORP	SALE Vice President, Subsidiary	10,000	$41.35	$413.5K	29,970.38	Jun 23, 2021	Jul 15, 2021 ↗
NJR NEW JERSEY RESOURCES CORP	PURCHASEGRANT Stock grant	681	$33.34	$22.7K	68,742.38	Nov 9, 2020	Nov 12, 2020 ↗
NJR NEW JERSEY RESOURCES CORP	SALE Vice President, Subsidiary	336	$33.34	$11.2K	68,406.38	Nov 9, 2020	Nov 12, 2020 ↗
NJR NEW JERSEY RESOURCES CORP	SALE Vice President, Subsidiary	2,350	$28.61	$67.2K	68,061.38	Oct 15, 2020	Oct 18, 2020 ↗

Other insiders · NJR

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About this filer

CIK 0001801637

ROLE

Vice President, Subsidiary

PRIMARY

NJR

COMPANIES

ACTIVE SINCE

Oct 2020

MARKETPEEL · /INSIDER/0001801637DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Timothy F. Shea

The morning brief, before the bell.