MarketPeel
Insider Trading Intelligence
JJ

Jeffrey A. Joerres

APAM
DIRECTOR · ARTISAN PARTNERS ASSET MANAGEMENT INC. · CIK 0001182537
FILING MIX · LIFETIME100%/0%
BUYS
23
SELLS
0
TOTAL VALUE
$1.64M
COMPANIES
3
ACTIVE SINCE
Jan 2020
HOLDINGS NOW
345,467
AVG SELL PX
TRADE KIND
SHOWING 23 / 23
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
1 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Jeffrey A. Joerres, 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
7d1+100.00%+6.67%+3.99%+2.67%+2.67%
14d1+100.00%+8.14%+3.85%+4.29%+4.29%
30d1+100.00%+6.74%+3.48%+3.27%+3.27%
60d1+100.00%+11.04%+2.61%+8.43%+8.43%
90d1+100.00%+10.73%+8.36%+2.37%+2.37%
180d1+0.00%-4.18%+9.52%-13.69%-13.69%
1y1+0.00%-7.57%+16.81%-24.38%-24.38%
2y1+0.00%-14.51%+60.14%-74.65%-74.65%
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
APAM · 77,157 shares · as of Jan 29, 2026
019,28938,57957,86877,157202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 23 buys / 0 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
WU
WESTERN UNION CO
PURCHASEGRANT
Stock grant
13,076254,619Mar 2, 2026Mar 4, 2026View →
WU
WESTERN UNION CO
PURCHASEGRANT
Stock grant
37,657241,543Mar 2, 2026Mar 4, 2026View →
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC.
PURCHASEGRANT
Stock grant
5,52277,157Jan 29, 2026Jan 30, 2026View →
COP
CONOCOPHILLIPS
PURCHASEGRANT
Stock grant
2,215$99.34$220.0K26,766.968Jan 15, 2026Jan 20, 2026View →
WU
WESTERN UNION CO
PURCHASEGRANT
Stock grant
433,037433,037Feb 24, 2025Feb 26, 2025View →
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC.
PURCHASEGRANT
Stock grant
5,44671,635Jan 29, 2025Jan 30, 2025View →
COP
CONOCOPHILLIPS
PURCHASEGRANT
Stock grant
2,093$105.16$220.1K23,725.567Jan 15, 2025Jan 17, 2025View →
WU
WESTERN UNION CO
PURCHASEGRANT
Stock grant
339,162339,162Feb 26, 2024Feb 28, 2024View →
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC.
PURCHASEGRANT
Stock grant
5,73466,189Jan 25, 2024Jan 26, 2024View →
COP
CONOCOPHILLIPS
PURCHASEGRANT
Stock grant
1,961$112.21$220.0K21,038.494Jan 15, 2024Jan 17, 2024View →
WU
WESTERN UNION CO
PURCHASEGRANT
Stock grant
36,549203,886Feb 23, 2023Feb 27, 2023View →
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC.
PURCHASEGRANT
Stock grant
6,84260,455Jan 25, 2023Jan 26, 2023View →
COP
CONOCOPHILLIPS
PURCHASEGRANT
Stock grant
1,831$120.18$220.0K18,423.04Jan 15, 2023Jan 18, 2023View →
WU
WESTERN UNION CO
PURCHASE
7,745$12.84$99.5K167,337Nov 7, 2022Nov 9, 2022View →
WU
WESTERN UNION CO
PURCHASEGRANT
Stock grant
26,049159,592Feb 24, 2022Feb 28, 2022View →
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC.
PURCHASEGRANT
Stock grant
5,71553,613Jan 25, 2022Jan 26, 2022View →
COP
CONOCOPHILLIPS
PURCHASEGRANT
Stock grant
2,578$85.37$220.1K15,817.119Jan 15, 2022Jan 19, 2022View →
WU
WESTERN UNION CO
PURCHASEGRANT
Stock grant
20,285133,543Feb 19, 2021Feb 23, 2021View →
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC.
PURCHASEGRANT
Stock grant
4,10947,898Jan 26, 2021Jan 27, 2021View →
COP
CONOCOPHILLIPS
PURCHASEGRANT
Stock grant
4,793$45.90$220.0K12,851.193Jan 15, 2021Jan 20, 2021View →
WU
WESTERN UNION CO
PURCHASEGRANT
Stock grant
18,302113,258Feb 20, 2020Feb 21, 2020View →
APAM
ARTISAN PARTNERS ASSET MANAGEMENT INC.
PURCHASEGRANT
Stock grant
5,62743,789Jan 29, 2020Jan 30, 2020View →
COP
CONOCOPHILLIPS
PURCHASEGRANT
Stock grant
3,391$64.89$220.0K7,739.061Jan 15, 2020Jan 17, 2020View →
Other insiders · APAM
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About this filer
CIK 0001182537
ROLE
Director
PRIMARY
APAM
COMPANIES
3
ACTIVE SINCE
Jan 2020
MARKETPEEL · /INSIDER/0001182537DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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