MarketPeel
JB

John P. Brase

SJM
CHIEF OPERATING OFFICER · J M SMUCKER CO · CIK 0001807641
FILING MIX · LIFETIME61%/39%
BUYS
17
SELLS
11
TOTAL VALUE
$4.72M
COMPANIES
2
ACTIVE SINCE
Apr 2020
HOLDINGS NOW
281,134
AVG SELL PX
$139.93
TRADE KIND
SHOWING 28 / 28
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
1 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by John P. Brase, 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
7d1+0.00%+1.24%+3.14%-1.90%-1.90%
14d1+0.00%+0.67%+2.10%-1.43%-1.43%
30d1+100.00%-2.19%+2.58%-4.76%-4.76%
60d1+100.00%-1.25%+5.42%-6.66%-6.66%
90d1+100.00%-6.54%+4.37%-10.91%-10.91%
180d1+100.00%-23.10%+7.17%-30.28%-30.28%
1y1+100.00%-23.86%+26.24%-50.10%-50.10%
2y1+100.00%-26.57%+43.44%-70.02%-70.02%
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
SJM · 75,181 shares · as of Jun 16, 2025
019,55939,11958,67878,23720212022202320242025SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
2026
FLOW · 17 buys / 11 sellsCOVERAGE · 26 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CAG
CONAGRA BRANDS INC.
PURCHASEGRANT
Stock grant
205,953205,953Jul 22, 2026Jul 24, 2026View →
CAG
CONAGRA BRANDS INC.
PURCHASE
President and CEO
35,000$14.59$510.6K35,000Jul 17, 2026Jul 21, 2026View →
CAG
CONAGRA BRANDS INC.
PURCHASEGRANT
Stock grant
148,159148,159Jun 1, 2026Jun 3, 2026View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
7,75578,237Jun 16, 2025Jun 17, 2025View →
SJM
J M SMUCKER CO
SALE
President and COO
2,199$95.36$209.7K76,038Jun 16, 2025Jun 17, 2025View →
SJM
J M SMUCKER CO
SALE
President and COO
439$95.36$41.9K75,599Jun 16, 2025Jun 17, 2025View →
SJM
J M SMUCKER CO
SALE
President and COO
745$95.36$71.0K74,436Jun 16, 2025Jun 17, 2025View →
SJM
J M SMUCKER CO
SALE
President and COO
418$95.36$39.9K75,181Jun 16, 2025Jun 17, 2025View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
8,55870,482Jun 13, 2025Jun 17, 2025View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
35,00061,924Apr 30, 2025May 1, 2025View →
SJM
J M SMUCKER CO
SALE
Chief Operating Officer
274$112.18$30.7K35,589Jun 17, 2024Jun 18, 2024View →
SJM
J M SMUCKER CO
SALE
Chief Operating Officer
297$112.18$33.3K35,863Jun 17, 2024Jun 18, 2024View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
7,88136,160Jun 14, 2024Jun 17, 2024View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
8,81230,778Jun 13, 2024Jun 17, 2024View →
SJM
J M SMUCKER CO
SALE
Chief Operating Officer
2,499$110.96$277.3K28,279Jun 13, 2024Jun 17, 2024View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
6,61624,835Jun 16, 2023Jun 20, 2023View →
SJM
J M SMUCKER CO
SALE
Chief Operating Officer
2,869$153.10$439.2K21,966Jun 16, 2023Jun 20, 2023View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
12,83612,836Jun 15, 2023Jun 20, 2023View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
2,89318,673Jun 15, 2023Jun 20, 2023View →
SJM
J M SMUCKER CO
SALE
Chief Operating Officer
454$152.88$69.4K18,219Jun 15, 2023Jun 20, 2023View →
SJM
J M SMUCKER CO
SALE
Chief Operating Officer
10,000$148.86$1.49M15,780Jun 8, 2023Jun 12, 2023View →
SJM
J M SMUCKER CO
SALE
Chief Operating Officer
9,854$152.57$1.50M25,780Apr 14, 2023Apr 17, 2023View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
16,55916,559Jun 15, 2022Jun 17, 2022View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
3,13435,634Jun 15, 2022Jun 17, 2022View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
23,74223,742Jun 15, 2021Jun 17, 2021View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
37,12937,129Jun 17, 2020Jun 19, 2020View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
25,00032,500Apr 14, 2020Apr 16, 2020View →
SJM
J M SMUCKER CO
PURCHASEGRANT
Stock grant
7,5007,500Apr 14, 2020Apr 16, 2020View →
Other insiders · SJM
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About this filer
CIK 0001807641
ROLE
Chief Operating Officer
PRIMARY
SJM
COMPANIES
2
ACTIVE SINCE
Apr 2020
MARKETPEEL · /INSIDER/0001807641DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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