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Jake Schlicher

FERG
CHIEF STRATEGY OFFICER · FERGUSON ENTERPRISES INC. /DE/ · CIK 0001984100
FILING MIX · LIFETIME46%/54%
BUYS
16
SELLS
19
TOTAL VALUE
$4.00M
COMPANIES
1
ACTIVE SINCE
Oct 2023
HOLDINGS NOW
14,667
AVG SELL PX
$195.32
TRADE KIND
SHOWING 35 / 35
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
12 backtested trades · 8 horizons · 3 pending
Forward-return performance of every backtestable P/S trade by Jake Schlicher, 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
7d12+91.67%-6.13%-2.76%-3.37%-3.69%
14d12+91.67%-5.59%-3.58%-2.01%-1.70%
30d12+83.33%+0.35%+3.07%-2.72%-3.44%
60d12+16.67%+11.18%+7.25%+3.93%+6.92%
90d12+8.33%+10.09%+8.46%+1.63%+4.17%
180d12+8.33%+25.09%+14.29%+10.80%+13.68%
1y12(1 pending)+0.00%+21.44%+32.99%-11.55%-12.96%
2y12(2 pending)+0.00%+45.64%+55.39%-9.75%-8.70%
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
FERG · 14,667 shares · as of May 28, 2026
04,3918,78213,17217,563202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 16 buys / 19 sellsCOVERAGE · 11 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
68$132.23$9.0K14,667May 28, 2026Jun 1, 2026View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
2,26614,599Mar 12, 2026Mar 13, 2026View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
4,6534,653Mar 12, 2026Mar 13, 2026View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
Chief Strategy Officer
1$246.10$24612,333Nov 11, 2025Nov 13, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
212,334Nov 11, 2025Nov 13, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
SVP of Strategic Development
256$240.42$61.5K12,325Oct 15, 2025Oct 17, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
712,332Oct 15, 2025Oct 17, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
93012,581Oct 14, 2025Oct 15, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
1,9041,904Oct 14, 2025Oct 15, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
SVP of Strategic Development
2,1660Oct 13, 2025Oct 15, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
SVP of Strategic Development
2,912$231.47$674.0K14,651Oct 13, 2025Oct 15, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
4,40215,397Oct 13, 2025Oct 15, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASE
SVP of Strategic Development
2,16617,563Oct 13, 2025Oct 15, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
SVP of Strategic Development
3,000$233.52$700.5K11,651Oct 13, 2025Oct 15, 2025View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
1,67610,995Oct 15, 2024Oct 16, 2024View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
3,5763,576Oct 15, 2024Oct 16, 2024View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
SVP of Strategic Development
2,250$201.49$453.3K9,319Oct 14, 2024Oct 16, 2024View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
6,61013,741Oct 14, 2024Oct 16, 2024View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
SVP of Strategic Development
1,4160Oct 14, 2024Oct 16, 2024View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
SVP of Strategic Development
3,588$198.69$712.9K10,153Oct 14, 2024Oct 16, 2024View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASE
SVP of Strategic Development
1,41611,569Oct 14, 2024Oct 16, 2024View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
137.67$165.40$22.8K7,047Oct 17, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
150.81$164.51$24.8K7,184.67Oct 17, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASE
See Remarks
1,4848,531Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
164.63$165.00$27.2K15,292.37Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
128.98$165.89$21.4K15,163.39Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
26.23$167.60$4.4K14,689.44Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
6,92615,457Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
1,024.65$165.38$169.5K8,173.57Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
4,173.68$164.36$686.0K9,198.22Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
1,317.54$163.44$215.3K13,371.9Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
838.09$166.11$139.2K7,335.48Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
1,4840Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
SALE
See Remarks
447.72$166.86$74.7K14,715.67Oct 16, 2023Oct 18, 2023View →
FERG
FERGUSON ENTERPRISES INC. /DE/
PURCHASEGRANT
Stock grant
1,8761,876Oct 12, 2023Oct 16, 2023View →
Other insiders · FERG
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About this filer
CIK 0001984100
ROLE
Chief Strategy Officer
PRIMARY
FERG
COMPANIES
1
ACTIVE SINCE
Oct 2023
MARKETPEEL · /INSIDER/0001984100DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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