Insider Strategy
SEC FORM-4 · ML RANKED · TOP-3 · SCALE-OUT EXITS▶About this strategy — what it is, what it looks for, how it operates
A long-only book that follows corporate insiders. It tracks SEC Form-4 open-market purchases — when officers and directors buy their own company's stock — and an ML model ranks which insider-bought names are most likely to run.
- Looks forstocks with a Form-4 insider purchase in the trailing 30 days, scored on the conviction of that buying — role-weighted dollar value (CEO/CFO buys count more), distinct-buyer cluster size, and whether the buyers are rare/opportunistic rather than routine
- The labeltrained on whether a stock reaches +25% within 60 days without dropping -15% the day after entry
- Universenames with recent insider buying and tradeable liquidity; leveraged/inverse ETFs excluded
- Operatestop-3 picks per day with 7-day per-ticker reentry cooldown and no-duplicate-of-held filter (~1.3 picks/day avg); 60-day hold with four equal scale-out slices at days 15/30/45/60; no stops
- Backtest honest-for-liveSharpe 1.58 · CAGR +49.5% · MaxDD -21.1% (research/218 re-ran with same dedup logic the live system uses). Per-year Sh: 2024 +1.36, 2025 +1.86, 2026 +1.24
Backtest — 5-fold walk-forward, honest true-daily marks (2024-01 → 2026-05)
Sharpe
1.58
Win rate
52%
CAGR
+49.5%
Max DD
-21.1%
Backtest numbers, not live results — measured on honest true-daily marks across a 5-fold walk-forward with 10bps costs. Past performance does not guarantee future returns.
TOTAL P&L
+$89
+6.02% on $1,477 deployed
REGIME PAUSED
VIX 16.0
PERFORMANCE
RETURN
+6.02%
+$89 on capital deployed
SHARPE
2.16
annualized
WIN RATE
58.62%
17W / 12L
MAX DD
-5.55%
worst drawdown
REALIZED P&L
+$48
29 closed trades
UNREALIZED P&L
+$41
22 open positions
LONG EXPOSURE
$677
net +$677
SHORT EXPOSURE
$0
gross $677
Last scan: 8/4/2026, 10:14:05 AM
Next scan: in 22h 7m (22:00 UTC weekday)
Open Positions22 held · live MTM
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Recent Closed Tradeslast 29 closed · most recent first
| SIDE | TICKER | ENTRY | EXIT | PROFIT | |
|---|---|---|---|---|---|
| LONG | HOOD | $83.25 | $90.34 | +$7 +8.52% | |
| LONG | FBIN | $38.95 | $52.17 | +$7 +33.94% | |
| LONG | SCHW | $87.00 | $105.87 | +$4 +21.69% | |
| LONG | MSTR | $142.79 | $94.86 | $-8 -33.57% | |
| LONG | HIMS | $27.93 | $30.82 | +$5 +10.35% | |
| LONG | LQDA | $58.10 | $83.85 | +$10 +44.32% | |
| LONG | CELH | $32.80 | $29.21 | $-2 -10.95% | |
| LONG | INTU | $339.18 | $316.07 | $-4 -6.81% | |
| LONG | ENPH | $65.96 | $37.54 | $-10 -43.09% | |
| LONG | SPCE | $3.34 | $2.53 | $-2 -24.25% | |
| LONG | BA | $224.00 | $211.50 | $-1 -5.58% | |
| LONG | EXE | $93.92 | $90.51 | $-2 -3.63% | |
| LONG | MP | $67.21 | $43.13 | $-7 -35.83% | |
| LONG | BSX | $57.75 | $45.51 | $-6 -21.19% | |
| LONG | KHC | $23.81 | $26.22 | +$1 +10.14% | |
| LONG | ABT | $87.92 | $99.67 | +$2 +13.36% | |
| LONG | CAT | $878.00 | $889.97 | +$2 +1.36% | |
| LONG | AMC | $1.57 | $2.20 | +$10 +40.13% | |
| LONG | OKTA | $88.84 | $148.41 | +$14 +67.05% | |
| LONG | RIVN | $13.64 | $17.24 | +$8 +26.39% | |
| LONG | NKE | $43.89 | $43.47 | $-0 -0.96% | |
| LONG | UPST | $28.20 | $28.82 | +$4 +2.20% | |
| LONG | ONON | $37.24 | $37.65 | $-0 +1.10% | |
| LONG | BX | $114.85 | $123.61 | +$2 +7.63% | |
| LONG | BMNR | $18.49 | $16.63 | $-3 -10.06% | |
| LONG | OPEN | $4.23 | $4.45 | +$3 +5.08% | |
| LONG | NCLH | $15.05 | $19.49 | +$8 +29.50% | |
| LONG | TSM | $406.88 | $398.37 | +$2 -2.09% | |
| LONG | SOFI | $15.48 | $17.28 | +$5 +11.63% |