Javvis O. Jacobson

FINW

CFO AND EXECUTIVE VP · FINWISE BANCORP · CIK 0001876810

FILING MIX · LIFETIME83%/17%

BUYS

SELLS

TOTAL VALUE

$139.2K

COMPANIES

ACTIVE SINCE

Nov 2021

HOLDINGS NOW

58,944

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

4 backtested trades · 8 horizonsHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by Javvis O. Jacobson, 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	4	+100.00%	+8.59%	+0.91%	+7.68%	+5.90%	—
14d	4	+100.00%	+12.25%	+2.67%	+9.57%	+7.50%	—
30d	4	+100.00%	+15.38%	+0.17%	+15.20%	+14.30%	—
60d	4	+50.00%	+22.72%	-2.90%	+25.62%	+22.08%	—
90d	4	+50.00%	+32.11%	-0.19%	+32.30%	+31.09%	—
180d	4	+50.00%	+4.09%	+1.24%	+2.85%	-0.43%	—
1y	4	+50.00%	+19.47%	+13.32%	+6.15%	-8.99%	—
2y	4	+75.00%	+38.82%	+35.77%	+3.06%	-9.73%	—

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

FINW · 58,944 shares · as of Oct 30, 2023

Trading cadence · quarterly flow

BUY ● SELL ●

2021

2022

2023

FLOW · 10 buys / 2 sellsCOVERAGE · 9 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
FINW FINWISE BANCORP	PURCHASE CFO AND EXECUTIVE VP	100	$8.45	$845	58,944	Oct 30, 2023	Oct 31, 2023 ↗	View →
FINW FINWISE BANCORP	PURCHASEGRANT Stock grant	21,600	—	—	58,844	Apr 18, 2023	Apr 20, 2023 ↗	View →
FINW FINWISE BANCORP	PURCHASEGRANT Stock grant	11,134	—	—	11,134	Apr 18, 2023	Apr 20, 2023 ↗	View →
FINW FINWISE BANCORP	PURCHASE CFO AND EXECUTIVE VP	4,800	$2.36	$11.3K	37,244	Mar 1, 2023	Mar 3, 2023 ↗	View →
FINW FINWISE BANCORP	SALE CFO AND EXECUTIVE VP	4,800	—	—	0	Mar 1, 2023	Mar 3, 2023 ↗	View →
FINW FINWISE BANCORP	PURCHASE CFO AND EXECUTIVE VP	100	$9.57	$957	32,444	Aug 1, 2022	Aug 1, 2022 ↗	View →
FINW FINWISE BANCORP	PURCHASE CFO AND EXECUTIVE VP	1,480	$10.13	$15.0K	32,344	Jul 29, 2022	Aug 1, 2022 ↗	View →
FINW FINWISE BANCORP	PURCHASEGRANT Stock grant	8,622	—	—	8,622	Jun 9, 2022	Jun 13, 2022 ↗	View →
FINW FINWISE BANCORP	PURCHASEGRANT Stock grant	16,564	—	—	30,864	Jun 9, 2022	Jun 13, 2022 ↗	View →
FINW FINWISE BANCORP	SALE CFO AND EXECUTIVE VP	4,800	—	—	4,800	Mar 4, 2022	Mar 8, 2022 ↗	View →
FINW FINWISE BANCORP	PURCHASE CFO AND EXECUTIVE VP	4,800	$2.36	$11.3K	14,300	Mar 4, 2022	Mar 8, 2022 ↗	View →
FINW FINWISE BANCORP	PURCHASE CFO AND EXECUTIVE VP	9,500	$10.50	$99.8K	9,500	Nov 19, 2021	Nov 23, 2021 ↗	View →

Other insiders · FINW

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About this filer

CIK 0001876810

ROLE

CFO AND EXECUTIVE VP

PRIMARY

FINW

COMPANIES

ACTIVE SINCE

Nov 2021

MARKETPEEL · /INSIDER/0001876810DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Javvis O. Jacobson

The morning brief, before the bell.