Michael J. O'connor

AON

CO-PRESIDENT · AON PLC · CIK 0001506411

FILING MIX · LIFETIME29%/71%

BUYS

SELLS

TOTAL VALUE

$10.37M

COMPANIES

ACTIVE SINCE

Feb 2020

HOLDINGS NOW

147,918

AVG SELL PX

$234.61

Trades · vs SPY

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Performance · forward returns vs SPY

3 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Michael J. O'connor, 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	3	+100.00%	-5.45%	-7.15%	+1.70%	+1.70%	—
14d	3	+100.00%	-8.69%	-10.84%	+2.15%	+2.15%	—
30d	3	+100.00%	-35.78%	-28.57%	-7.20%	-7.20%	—
60d	3	+100.00%	-18.88%	-14.38%	-4.50%	-4.50%	—
90d	3	+100.00%	-16.12%	-11.88%	-4.24%	-4.24%	—
180d	3	+100.00%	-15.99%	+1.38%	-17.37%	-17.37%	—
1y	3	+100.00%	-1.65%	+18.71%	-20.36%	-20.36%	—
2y	3	+0.00%	+21.51%	+33.99%	-12.48%	-12.48%	—

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

AON · 147,917.646 shares · as of Feb 18, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 4 buys / 10 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
AON AON PLC	SALE Co-President	7,980	$234.18	$1.87M	139,937.646	Feb 18, 2020	Feb 20, 2020 ↗
AON AON PLC	SALE Co-President	16,053	$234.91	$3.77M	123,884.646	Feb 18, 2020	Feb 20, 2020 ↗
AON AON PLC	SALE Co-President	1,217	$233.06	$283.6K	147,917.646	Feb 18, 2020	Feb 20, 2020 ↗
AON AON PLC	SALE Co-President	309	$235.73	$72.8K	148,417.646	Feb 14, 2020	Feb 18, 2020 ↗
AON AON PLC	SALE Co-President	275	$235.73	$64.8K	149,134.646	Feb 14, 2020	Feb 18, 2020 ↗
AON AON PLC	SALE Co-President	697	—	—	0	Feb 14, 2020	Feb 18, 2020 ↗
AON AON PLC	SALE Co-President	298	$235.73	$70.2K	148,790.646	Feb 14, 2020	Feb 18, 2020 ↗
AON AON PLC	PURCHASE Co-President	697	—	—	148,726.646	Feb 14, 2020	Feb 18, 2020 ↗
AON AON PLC	PURCHASE Co-President	671	—	—	149,088.646	Feb 14, 2020	Feb 18, 2020 ↗
AON AON PLC	PURCHASE Co-President	619	—	—	149,409.646	Feb 14, 2020	Feb 18, 2020 ↗
AON AON PLC	SALE Co-President	619	—	—	1,238	Feb 14, 2020	Feb 18, 2020 ↗
AON AON PLC	SALE Co-President	671	—	—	671	Feb 14, 2020	Feb 18, 2020 ↗
AON AON PLC	SALE Co-President	18,057	$234.58	$4.24M	148,029.646	Feb 13, 2020	Feb 18, 2020 ↗
AON AON PLC	PURCHASEGRANT Stock grant	42,202	—	—	166,086.646	Feb 13, 2020	Feb 18, 2020 ↗

Other insiders · AON

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About this filer

CIK 0001506411

ROLE

Co-President

PRIMARY

AON

COMPANIES

ACTIVE SINCE

Feb 2020

MARKETPEEL · /INSIDER/0001506411DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Michael J. O'connor

The morning brief, before the bell.