MarketPeel
Insider Trading Intelligence
SL

Stefan Lutz

CDXS
CSO · CODEXIS, INC. · CIK 0002094828
FILING MIX · LIFETIME25%/75%
BUYS
1
SELLS
3
TOTAL VALUE
$17.8K
COMPANIES
1
ACTIVE SINCE
Jan 2026
HOLDINGS NOW
130,421
AVG SELL PX
$1.37
TRADE KIND
SHOWING 4 / 4
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
3 backtested trades · 8 horizons · 9 pending
Forward-return performance of every backtestable P/S trade by Stefan Lutz, 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
7d3+66.67%-5.59%-0.73%-4.86%-8.49%
14d3+33.33%+0.09%-0.75%+0.84%+1.19%
30d3+66.67%+7.26%-2.60%+9.85%-4.23%
60d3+33.33%+52.81%-0.77%+53.59%+53.42%
90d3+0.00%+78.26%+0.76%+54.46%+54.46%
180d3(3 pending)
1y3(3 pending)
2y3(3 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
CDXS · 130,421 shares · as of Feb 24, 2026
079,025158,050237,075316,100SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2026
FLOW · 1 buys / 3 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CDXS
CODEXIS, INC.
SALE
Chief Scientific Officer
5,862$1.13$6.6K130,421Feb 24, 2026Feb 25, 2026View →
CDXS
CODEXIS, INC.
PURCHASEGRANT
Stock grant
316,100316,100Feb 23, 2026Feb 25, 2026View →
CDXS
CODEXIS, INC.
SALE
Chief Scientific Officer
2,492$1.31$3.3K136,283Feb 6, 2026Feb 9, 2026View →
CDXS
CODEXIS, INC.
SALE
CSO
4,685$1.70$7.9K138,775Jan 7, 2026Jan 8, 2026View →
Other insiders · CDXS
Loading peer insiders…
About this filer
CIK 0002094828
ROLE
CSO
PRIMARY
CDXS
COMPANIES
1
ACTIVE SINCE
Jan 2026
MARKETPEEL · /INSIDER/0002094828DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

One short email. Insider buys, congressional trades, and plain-English analysis.

Feedback