Charles J. JR Daley

APAM

EXEC VP, CFO & TREASURER · ARTISAN PARTNERS ASSET MANAGEMENT INC. · CIK 0001206661

FILING MIX · LIFETIME58%/42%

BUYS

SELLS

TOTAL VALUE

$2.98M

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

110,801

AVG SELL PX

$40.70

Trades · vs SPY

Loading price series…

Performance · forward returns vs SPY

2 backtested trades · 8 horizons · 1 pendingHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by Charles J. JR Daley, 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.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	2	+50.00%	+1.78%	+0.26%	+1.52%	+1.52%	—
14d	2	+50.00%	+1.07%	+0.54%	+0.53%	+0.53%	—
30d	2	+0.00%	+8.96%	+3.51%	+5.46%	+5.46%	—
60d	2	+50.00%	+6.19%	+5.41%	+0.78%	+0.78%	—
90d	2	+0.00%	+7.46%	+7.32%	+0.14%	+0.14%	—
180d	2	+50.00%	+0.40%	+13.09%	-12.69%	-12.69%	—
1y	2	+100.00%	-17.14%	-2.29%	-24.12%	-24.12%	—
2y	2(1 pending)	+100.00%	-27.97%	+2.16%	-30.13%	-30.13%	—

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 · 110,801 shares · as of Mar 2, 2026

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

2022

2023

2024

2025

2026

FLOW · 7 buys / 5 sellsCOVERAGE · 25 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	PURCHASEGRANT Stock grant	19,438	—	—	110,801	Mar 2, 2026	Mar 2, 2026 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	SALEGRANT Gift	5,000	—	—	106,811	Jun 4, 2025	Jun 6, 2025 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	SALE Exec VP, CFO & Treasurer	15,448	$40.45	$624.9K	91,363	Jun 4, 2025	Jun 6, 2025 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	PURCHASEGRANT Stock grant	18,456	—	—	111,811	Mar 3, 2025	Mar 3, 2025 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	PURCHASEGRANT Stock grant	19,272	—	—	93,355	Mar 1, 2024	Mar 1, 2024 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	PURCHASEGRANT Stock grant	23,022	—	—	74,083	Mar 1, 2023	Mar 2, 2023 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	PURCHASEGRANT Stock grant	16,787	—	—	51,061	Mar 1, 2022	Mar 1, 2022 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	SALE Exec VP, CFO & Treasurer	19,930	$51.77	$1.03M	34,274	May 14, 2021	May 17, 2021 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	PURCHASEGRANT Stock grant	9,404	—	—	54,204	Mar 1, 2021	Mar 1, 2021 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	SALE Exec VP, CFO & Treasurer	37,729	$34.96	$1.32M	60,050	Feb 24, 2020	Feb 24, 2020 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	SALE Exec VP, CFO & Treasurer	37,729	—	—	60,050	Feb 24, 2020	Feb 24, 2020 ↗	View →
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC.	PURCHASEGRANT Stock grant	4,500	—	—	44,800	Feb 18, 2020	Feb 18, 2020 ↗	View →

Other insiders · APAM

Loading peer insiders…

About this filer

CIK 0001206661

ROLE

Exec VP, CFO & Treasurer

PRIMARY

APAM

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001206661DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Charles J. JR Daley

The morning brief, before the bell.