MarketPeel
Insider Trading Intelligence
LD

Lawrence Dugan

UPXI
DIRECTOR · UPEXI, INC. · CIK 0001864559
FILING MIX · LIFETIME100%/0%
BUYS
8
SELLS
0
TOTAL VALUE
$97.8K
COMPANIES
1
ACTIVE SINCE
Sep 2022
HOLDINGS NOW
116,389
AVG SELL PX
TRADE KIND
SHOWING 8 / 8
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
4 backtested trades · 8 horizons · 7 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Lawrence Dugan, 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+25.00%+0.79%+1.32%-0.53%-9.31%
14d4+25.00%-23.14%+1.31%-24.45%-32.88%
30d4+75.00%+11.26%+2.72%+8.54%-1.84%
60d4+25.00%-2.56%+5.74%-8.31%-18.69%
90d4+25.00%-7.23%+6.38%-13.61%-20.00%
180d4+0.00%-66.42%+11.11%-77.53%-80.32%
1y4(3 pending)+0.00%-83.90%+20.85%-104.75%-104.75%
2y4(4 pending)
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
UPXI · 116,389 shares · as of Jul 22, 2025
029,09758,19587,292116,389202320242025SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
FLOW · 8 buys / 0 sellsCOVERAGE · 13 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
UPXI
UPEXI, INC.
PURCHASE
4,000$7.50$30.0K116,389Jul 22, 2025Jul 24, 2025View →
UPXI
UPEXI, INC.
PURCHASE
1,000$5.60$5.6K112,389Jul 16, 2025Jul 24, 2025View →
UPXI
UPEXI, INC.
PURCHASE
10,000$5.70$57.0K111,389Jul 16, 2025Jul 24, 2025View →
UPXI
UPEXI, INC.
PURCHASEGRANT
Stock grant
50,000101,389Jul 16, 2025Jul 24, 2025View →
UPXI
UPEXI, INC.
PURCHASEGRANT
Stock grant
50,00051,389Jul 16, 2025Jul 24, 2025View →
UPXI
UPEXI, INC.
PURCHASE
1,000$5.17$5.2K1,389Jul 15, 2025Jul 24, 2025View →
UPXI
UPEXI, INC.
PURCHASEGRANT
Stock grant
25,00025,000Jan 17, 2025Apr 24, 2025View →
UPXI
UPEXI, INC.
PURCHASEGRANT
Stock grant
50,00050,000Sep 30, 2022Nov 17, 2022View →
Other insiders · UPXI
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About this filer
CIK 0001864559
ROLE
Director
PRIMARY
UPXI
COMPANIES
1
ACTIVE SINCE
Sep 2022
MARKETPEEL · /INSIDER/0001864559DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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