MarketPeel
Insider Trading Intelligence
IL

Inez Lund

SHLS
CHIEF ACCOUNTING OFFICER · SHOALS TECHNOLOGIES GROUP, INC. · CIK 0002013393
FILING MIX · LIFETIME38%/62%
BUYS
3
SELLS
5
TOTAL VALUE
$40.3K
COMPANIES
1
ACTIVE SINCE
Feb 2024
HOLDINGS NOW
61,134
AVG SELL PX
$6.64
TRADE KIND
SHOWING 8 / 8
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
5 backtested trades · 8 horizons · 4 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Inez Lund, 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
7d5+60.00%-0.38%-0.38%+0.01%-1.62%
14d5+60.00%+1.34%+0.20%+1.14%+1.23%
30d5+40.00%+3.57%-2.31%+5.88%+13.72%
60d5+60.00%+7.57%+0.51%+7.07%-1.02%
90d5+60.00%+4.67%+3.84%+0.82%-29.19%
180d5+40.00%+34.23%+6.76%+27.47%+6.07%
1y5+20.00%+43.25%+16.89%+26.35%+59.31%
2y5(4 pending)+100.00%-55.84%+34.65%-90.49%-90.49%
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
SHLS · 61,134 shares · as of Mar 10, 2025
016,01532,03048,04464,0592025SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2024
2024
2024
2024
2025
FLOW · 3 buys / 5 sellsCOVERAGE · 5 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
SHLS
SHOALS TECHNOLOGIES GROUP, INC.
SALE
Chief Accounting Officer
1,900$2.92$5.5K61,134Mar 10, 2025Mar 11, 2025View →
SHLS
SHOALS TECHNOLOGIES GROUP, INC.
SALE
Chief Accounting Officer
1,025$3.11$3.2K63,034Mar 5, 2025Mar 6, 2025View →
SHLS
SHOALS TECHNOLOGIES GROUP, INC.
PURCHASEGRANT
Stock grant
27,23464,059Feb 20, 2025Feb 24, 2025View →
SHLS
SHOALS TECHNOLOGIES GROUP, INC.
SALE
Chief Accounting Officer
850$4.72$4.0K36,825Dec 5, 2024Dec 6, 2024View →
SHLS
SHOALS TECHNOLOGIES GROUP, INC.
SALE
Chief Accounting Officer
350$6.33$2.2K37,675Sep 16, 2024Sep 18, 2024View →
SHLS
SHOALS TECHNOLOGIES GROUP, INC.
PURCHASEGRANT
Stock grant
16,44838,025Jul 8, 2024Jul 9, 2024View →
SHLS
SHOALS TECHNOLOGIES GROUP, INC.
SALE
Chief Accounting Officer
1,940$13.05$25.3K21,577Mar 8, 2024Mar 11, 2024View →
SHLS
SHOALS TECHNOLOGIES GROUP, INC.
PURCHASEGRANT
Stock grant
6,66123,517Feb 27, 2024Feb 28, 2024View →
Other insiders · SHLS
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About this filer
CIK 0002013393
ROLE
Chief Accounting Officer
PRIMARY
SHLS
COMPANIES
1
ACTIVE SINCE
Feb 2024
MARKETPEEL · /INSIDER/0002013393DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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