MarketPeel
Insider Trading Intelligence
CL

Commodore Capital Lp

VERA
10% OWNER · VERA THERAPEUTICS, INC. · CIK 0001831942
FILING MIX · LIFETIME88%/12%
BUYS
7
SELLS
1
TOTAL VALUE
$43.67M
COMPANIES
3
ACTIVE SINCE
Feb 2023
HOLDINGS NOW
8,637,260
AVG SELL PX
$18.00
TRADE KIND
SHOWING 8 / 8
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
4 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by Commodore Capital Lp, 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
7d4+50.00%-13.94%-0.60%-13.34%-12.01%
14d4+50.00%-20.24%-0.36%-19.88%-13.51%
30d4+25.00%+19.70%+1.69%+18.01%+0.55%
60d4+25.00%+11.65%+1.54%+10.12%-4.72%
90d4+25.00%+3.11%+2.79%+0.32%-7.96%
180d4+25.00%-1.14%+11.68%-12.82%-23.78%
1y4+25.00%+36.46%+24.56%+11.90%+15.64%
2y4+25.00%+25.46%+46.38%-20.92%-34.30%
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
VERA · 4,400,000 shares · as of Jan 10, 2024
01,362,5002,725,0004,087,5005,450,0002024SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2023
2023
2023
2023
2024
FLOW · 7 buys / 1 sellsCOVERAGE · 5 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
VERA
VERA THERAPEUTICS, INC.
SALE
1,050,000$18.00$18.90M4,400,000Jan 10, 2024Jan 12, 2024View →
VTGN
VISTAGEN THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
1,394,3101,394,310Oct 4, 2023Oct 6, 2023View →
VTGN
VISTAGEN THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
1,690,0141,690,014Oct 4, 2023Oct 6, 2023View →
VTGN
VISTAGEN THERAPEUTICS, INC.
PURCHASEGRANT
Stock grant
2,788,6202,788,620Oct 4, 2023Oct 6, 2023View →
VTGN
VISTAGEN THERAPEUTICS, INC.
PURCHASE
775,756$23.15$17.96M1,575,000Aug 7, 2023Aug 9, 2023View →
VERA
VERA THERAPEUTICS, INC.
PURCHASE
448,217$15.17$6.80M5,450,000Jun 20, 2023Jun 22, 2023View →
ELVN
ENLIVEN THERAPEUTICS, INC.
PURCHASE
621.75$22.07$13.7K718,749Feb 23, 2023Feb 27, 2023View →
ELVN
ENLIVEN THERAPEUTICS, INC.
PURCHASE
729,8911,448,640Feb 23, 2023Feb 27, 2023View →
Other insiders · VERA
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About this filer
CIK 0001831942
ROLE
10% Owner
PRIMARY
VERA
COMPANIES
3
ACTIVE SINCE
Feb 2023
MARKETPEEL · /INSIDER/0001831942DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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