Sophia Wu

AVPT

CHIEF ACCOUNTING OFFICER · AVEPOINT, INC. · CIK 0001865562

FILING MIX · LIFETIME67%/33%

BUYS

SELLS

TOTAL VALUE

$759.5K

COMPANIES

ACTIVE SINCE

Jul 2021

HOLDINGS NOW

154,343

AVG SELL PX

$7.23

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 Sophia Wu, 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	+50.00%	-4.09%	-0.85%	-3.24%	-3.24%	—
14d	2	+100.00%	-1.20%	+1.65%	-2.85%	-2.85%	—
30d	2	+100.00%	-4.93%	+0.83%	-5.76%	-5.76%	—
60d	2	+100.00%	-11.86%	-4.49%	-7.37%	-7.37%	—
90d	2	+100.00%	-18.19%	-6.13%	-12.06%	-12.06%	—
180d	2	+100.00%	-20.98%	-16.09%	-4.90%	-4.90%	—
1y	2	+100.00%	-31.98%	-14.14%	-17.85%	-17.85%	—
2y	2	+0.00%	+25.77%	+2.95%	+22.83%	+22.83%	—

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

AVPT · 154,343 shares · as of Dec 17, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2021

FLOW · 8 buys / 4 sellsCOVERAGE · 2 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
AVPT AVEPOINT, INC.	SALE Chief Accounting Officer	32,000	$6.36	$203.6K	154,343	Dec 17, 2021	Dec 21, 2021 ↗
AVPT AVEPOINT, INC.	SALE Chief Accounting Officer	4,156	$6.28	$26.1K	186,343	Dec 7, 2021	Dec 14, 2021 ↗
AVPT AVEPOINT, INC.	SALE Chief Accounting Officer	35,000	$7.03	$245.9K	109,499	Nov 24, 2021	Nov 29, 2021 ↗
AVPT AVEPOINT, INC.	SALE Chief Accounting Officer	33,837	$8.39	$283.9K	225,499	Oct 1, 2021	Oct 5, 2021 ↗
AVPT AVEPOINT, INC.	PURCHASEGRANT Stock grant	124,981	—	—	124,981	Sep 1, 2021	Sep 3, 2021 ↗
AVPT AVEPOINT, INC.	PURCHASEGRANT Stock grant	51,867	—	—	51,867	Sep 1, 2021	Sep 3, 2021 ↗
AVPT AVEPOINT, INC.	PURCHASEGRANT Stock grant	207,469	—	—	259,336	Sep 1, 2021	Sep 3, 2021 ↗
AVPT AVEPOINT, INC.	PURCHASEGRANT Stock grant	168,117	—	—	168,117	Jul 1, 2021	Aug 2, 2021 ↗
AVPT AVEPOINT, INC.	PURCHASEGRANT Stock grant	168,117	—	—	168,117	Jul 1, 2021	Jul 6, 2021 ↗
AVPT AVEPOINT, INC.	PURCHASEGRANT Stock grant	217,284	—	—	217,284	Jul 1, 2021	Aug 2, 2021 ↗
AVPT AVEPOINT, INC.	PURCHASEGRANT Stock grant	28,526	—	—	28,526	Jul 1, 2021	Aug 2, 2021 ↗
AVPT AVEPOINT, INC.	PURCHASEGRANT Stock grant	38,025	—	—	38,025	Jul 1, 2021	Aug 2, 2021 ↗

Other insiders · AVPT

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About this filer

CIK 0001865562

ROLE

Chief Accounting Officer

PRIMARY

AVPT

COMPANIES

ACTIVE SINCE

Jul 2021

MARKETPEEL · /INSIDER/0001865562DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Sophia Wu

The morning brief, before the bell.