αTheAlphaInsider

Painter John P II

Outside the top-25 by R-coefficient, but with purchase history.

R-coefficient
skill with Bayesian shrinkage
60d win rate
% of purchases with positive return
Avg 60d return
after their purchases

🧱 Conviction tranches

Repeated purchases of the same stock within ≤5 days — an accumulation pattern.

TickerDateTradesSpanSharesAmount
CZFS2026-08-0511d160$13K
CZFS2026-05-1211d140$9K
CZFS2026-03-0611d675$41K
CZFS2025-05-0611d215$12K
CZFS2025-02-0311d110$7K
CZFS2024-11-0411d290$16K
CZFS2023-02-2211d125$11K

Purchase history

Later sales by the same insider on the same ticker — realized gain vs average buy price. Empty = position still held.

DateTickerRoleSharesAvg priceAmountSalesAvg sell priceGain %
2026-08-05CZFSDirector160$80.52$13K
2026-05-12CZFSDirector140$63.67$9K
2026-03-06CZFSDirector675$61.00$41K
2025-05-06CZFSDirector215$57.40$12K
2025-02-03CZFSDirector110$60.00$7K
2024-11-04CZFSDirector290$56.65$16K
2023-02-22CZFSDirector125$85.00$11K