Vv Manager Ii, Llc

DYN

10% OWNER · DYNE THERAPEUTICS, INC. · CIK 0001824569

FILING MIX · LIFETIME67%/33%

BUYS

SELLS

TOTAL VALUE

$15.48M

COMPANIES

ACTIVE SINCE

Sep 2020

HOLDINGS NOW

2,880,125

AVG SELL PX

—

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 Vv Manager Ii, Llc, 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	+0.00%	-2.27%	+2.20%	-4.48%	-4.48%	—
14d	2	+0.00%	-14.00%	+3.91%	-17.91%	-17.91%	—
30d	2	+0.00%	-22.32%	+4.82%	-27.14%	-27.14%	—
60d	2	+0.00%	-11.82%	+8.67%	-20.49%	-20.49%	—
90d	2	+0.00%	-4.27%	+12.98%	-17.25%	-17.25%	—
180d	2	+0.00%	-28.14%	+20.02%	-48.15%	-48.15%	—
1y	2	+0.00%	-26.59%	+34.49%	-61.08%	-61.08%	—
2y	2	+0.00%	-38.55%	+18.82%	-57.37%	-57.37%	—

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

DYN · 2,880,125 shares · as of Sep 21, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 4 buys / 2 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
DYN DYNE THERAPEUTICS, INC.	SALE	192,102	—	—	0	Sep 21, 2020	Sep 23, 2020 ↗
DYN DYNE THERAPEUTICS, INC.	PURCHASE	57,916	—	—	57,916	Sep 21, 2020	Sep 23, 2020 ↗
DYN DYNE THERAPEUTICS, INC.	SALE	6,922,803	—	—	0	Sep 21, 2020	Sep 23, 2020 ↗
DYN DYNE THERAPEUTICS, INC.	PURCHASE	2,087,130	—	—	2,087,130	Sep 21, 2020	Sep 23, 2020 ↗
DYN DYNE THERAPEUTICS, INC.	PURCHASE	22,005	$19.00	$418.1K	79,921	Sep 21, 2020	Sep 23, 2020 ↗
DYN DYNE THERAPEUTICS, INC.	PURCHASE	792,995	$19.00	$15.07M	2,880,125	Sep 21, 2020	Sep 23, 2020 ↗

Other insiders · DYN

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About this filer

CIK 0001824569

ROLE

10% Owner

PRIMARY

DYN

COMPANIES

ACTIVE SINCE

Sep 2020

MARKETPEEL · /INSIDER/0001824569DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Vv Manager Ii, Llc

The morning brief, before the bell.