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  "docSlug": "0cee9cc55960",
  "documentTitle": "Generac Holdings, Inc. (GNRC)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Ben Axler",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2022-06-22 00:00:00",
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  "notes": "Uses callouts to overlay specific corporate events onto a line chart of import shipments.",
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      "kind": "callout",
      "text": "Looking carefully at Generac's import records for a gauge of its economic activity since Jan 1, 2021, we see that imports sharply declined around the October / November 2021 period. This corresponds with the CEO forming a family foundation and entering into his second stock sale program on November 8, 2021 which wasn't disclosed until Feb 1, 2022.",
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      "kind": "chart",
      "text": "U.S. Import Records For Generac Holdings",
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      "kind": "metric",
      "text": "import shipments",
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      "kind": "source-note",
      "text": "Source: Panjiva.com",
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      "kind": "title",
      "text": "Insights Into Generac's Economic Activity Around The Time of The CEO's Second Stock Sale Program",
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      "evidence": "Correlating internal data (imports) with executive stock sales to imply non-disclosure of negative trends.",
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