Frank E. Jr. English

AJG

DIRECTOR · ARTHUR J. GALLAGHER & CO. · CIK 0001463048

FILING MIX · LIFETIME40%/60%

BUYS

SELLS

TOTAL VALUE

$379.6K

COMPANIES

ACTIVE SINCE

May 2020

HOLDINGS NOW

5,500

AVG SELL PX

$108.47

Trades · vs SPY

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Performance · forward returns vs SPY

2 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Frank E. Jr. English, 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%	-0.37%	+2.72%	-3.09%	-3.09%	—
14d	2	+50.00%	+0.87%	+3.92%	-3.04%	-3.04%	—
30d	2	+50.00%	+0.60%	+3.42%	-2.81%	-2.81%	—
60d	2	+0.00%	+4.87%	+5.39%	-0.52%	-0.52%	—
90d	2	+0.00%	+7.78%	+9.52%	-1.74%	-1.74%	—
180d	2	+0.00%	+20.19%	+19.78%	+0.41%	+0.41%	—
1y	2	+0.00%	+39.71%	+34.73%	+4.98%	+4.98%	—
2y	2	+0.00%	+78.27%	+21.43%	+56.85%	+56.85%	—

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

AJG · 5,500 shares · as of Nov 4, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 2 buys / 3 sellsCOVERAGE · 3 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
AJG ARTHUR J. GALLAGHER & CO.	SALE	1,000	$111.78	$111.8K	5,500	Nov 4, 2020	Nov 4, 2020 ↗
AJG ARTHUR J. GALLAGHER & CO.	SALE	2,500	$107.14	$267.9K	6,500	Aug 18, 2020	Aug 20, 2020 ↗
AJG ARTHUR J. GALLAGHER & CO.	PURCHASE	1,850	—	—	9,000	May 14, 2020	May 14, 2020 ↗
AJG ARTHUR J. GALLAGHER & CO.	SALE	1,850	—	—	1,860	May 14, 2020	May 14, 2020 ↗
AJG ARTHUR J. GALLAGHER & CO.	PURCHASEGRANT Stock grant	1,860	—	—	3,710	May 12, 2020	May 14, 2020 ↗

Other insiders · AJG

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About this filer

CIK 0001463048

ROLE

Director

PRIMARY

AJG

COMPANIES

ACTIVE SINCE

May 2020

MARKETPEEL · /INSIDER/0001463048DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Frank E. Jr. English

The morning brief, before the bell.