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Insider Trading Intelligence
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Stephen Lesieur

GDRX
DIRECTOR · GOODRX HOLDINGS, INC. · CIK 0001822084
FILING MIX · LIFETIME33%/67%
BUYS
3
SELLS
6
TOTAL VALUE
$224.40M
COMPANIES
1
ACTIVE SINCE
Sep 2020
HOLDINGS NOW
0
AVG SELL PX
$33.00
TRADE KIND
SHOWING 9 / 9
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 Stephen Lesieur, 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
7d3+100.00%-6.32%+1.55%-7.88%-7.88%—
14d3+0.00%+3.08%+5.51%-2.44%-2.44%—
30d3+100.00%-4.69%+3.25%-7.93%-7.93%—
60d3+100.00%-26.89%+10.49%-37.39%-37.39%—
90d3+100.00%-10.99%+12.73%-23.73%-23.73%—
180d3+100.00%-32.69%+18.78%-51.46%-51.46%—
1y3+100.00%-15.20%+36.95%-52.15%-52.15%—
2y3+100.00%-90.30%+14.10%-104.39%-104.39%—
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
GDRX · 0 shares · as of Sep 25, 2020
012,004,13824,008,27736,012,41548,016,553SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
FLOW · 3 buys / 6 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
GDRX
GOODRX HOLDINGS, INC.
SALE
6,544$33.00$216.0K0Sep 25, 2020Sep 29, 2020 ↗
GDRX
GOODRX HOLDINGS, INC.
SALE
6,781,847——48,016,553Sep 25, 2020Sep 29, 2020 ↗
GDRX
GOODRX HOLDINGS, INC.
SALE
6,544——46,331Sep 25, 2020Sep 29, 2020 ↗
GDRX
GOODRX HOLDINGS, INC.
SALE
6,781,847$33.00$223.80M0Sep 25, 2020Sep 29, 2020 ↗
GDRX
GOODRX HOLDINGS, INC.
PURCHASE
6,781,847——6,781,847Sep 25, 2020Sep 29, 2020 ↗
GDRX
GOODRX HOLDINGS, INC.
PURCHASE
11,609——11,609Sep 25, 2020Sep 29, 2020 ↗
GDRX
GOODRX HOLDINGS, INC.
SALE
11,609——82,191Sep 25, 2020Sep 29, 2020 ↗
GDRX
GOODRX HOLDINGS, INC.
PURCHASE
6,544——6,544Sep 25, 2020Sep 29, 2020 ↗
GDRX
GOODRX HOLDINGS, INC.
SALE
11,609$33.00$383.1K0Sep 25, 2020Sep 29, 2020 ↗
Other insiders · GDRX
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About this filer
CIK 0001822084
ROLE
Director
PRIMARY
GDRX
COMPANIES
1
ACTIVE SINCE
Sep 2020
MARKETPEEL · /INSIDER/0001822084DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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