Frank E. JR Odowd

GWRE

CHIEF SALES OFFICER · GUIDEWIRE SOFTWARE, INC. · CIK 0001820380

FILING MIX · LIFETIME45%/55%

BUYS

SELLS

TOTAL VALUE

$822.8K

COMPANIES

ACTIVE SINCE

Sep 2020

HOLDINGS NOW

28,275

AVG SELL PX

$114.53

Trades · vs SPY

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Performance · forward returns vs SPY

3 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Frank E. JR Odowd, 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	3	+33.33%	-0.14%	-0.39%	+0.25%	+1.05%	—
14d	3	+66.67%	-0.82%	-0.24%	-0.58%	+1.27%	—
30d	3	+33.33%	+0.46%	+2.69%	-2.23%	-2.18%	—
60d	3	+33.33%	-1.95%	+5.91%	-7.85%	-4.55%	—
90d	3	+66.67%	-4.64%	+6.87%	-11.51%	-9.83%	—
180d	3	+66.67%	-7.34%	+9.16%	-16.50%	-25.41%	—
1y	3	+100.00%	-24.43%	+8.63%	-33.07%	-34.18%	—
2y	3	+100.00%	-32.14%	+4.39%	-36.53%	-28.28%	—

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

GWRE · 28,275 shares · as of Sep 17, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 9 buys / 11 sellsCOVERAGE · 5 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	2,410	$118.51	$285.6K	28,275	Sep 17, 2021	Sep 21, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	PURCHASE Chief Sales Officer	6,046	—	—	30,685	Sep 15, 2021	Sep 17, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	2,034	—	—	9,923	Sep 15, 2021	Sep 17, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	732	—	—	8,779	Sep 15, 2021	Sep 17, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	3,280	—	—	36,091	Sep 15, 2021	Sep 17, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	PURCHASEGRANT Stock grant	14,096	—	—	14,096	Sep 14, 2021	Sep 16, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	PURCHASEGRANT Stock grant	14,096	—	—	24,639	Sep 14, 2021	Sep 16, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	4,419	$112.24	$496.0K	10,543	Jun 17, 2021	Jun 21, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	731	—	—	9,511	Jun 15, 2021	Jun 17, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	13,123	—	—	39,371	Jun 15, 2021	Jun 17, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	PURCHASE Chief Sales Officer	731	—	—	14,962	Jun 15, 2021	Jun 17, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	PURCHASE Chief Sales Officer	13,854	—	—	14,962	Jun 15, 2021	Sep 17, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	173	$106.43	$18.4K	1,108	Mar 16, 2021	Mar 16, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	PURCHASE Chief Sales Officer	732	—	—	1,281	Mar 15, 2021	Mar 16, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	732	—	—	10,242	Mar 15, 2021	Mar 16, 2021 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	182	$125.10	$22.8K	549	Dec 17, 2020	Dec 17, 2020 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	SALE Chief Sales Officer	731	—	—	10,974	Dec 15, 2020	Dec 17, 2020 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	PURCHASE Chief Sales Officer	731	—	—	731	Dec 15, 2020	Dec 17, 2020 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	PURCHASEGRANT Stock grant	11,705	—	—	11,705	Sep 9, 2020	Sep 11, 2020 ↗
GWRE GUIDEWIRE SOFTWARE, INC.	PURCHASEGRANT Stock grant	11,705	—	—	11,705	Sep 9, 2020	Sep 11, 2020 ↗

Other insiders · GWRE

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About this filer

CIK 0001820380

ROLE

Chief Sales Officer

PRIMARY

GWRE

COMPANIES

ACTIVE SINCE

Sep 2020

MARKETPEEL · /INSIDER/0001820380DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Frank E. JR Odowd

The morning brief, before the bell.