Andrew P. Slifka

GLP

EXECUTIVE VICE PRESIDENT · GLOBAL PARTNERS LP · CIK 0001543238

FILING MIX · LIFETIME60%/40%

BUYS

SELLS

TOTAL VALUE

$209.8K

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

534,416

AVG SELL PX

$21.64

Trades · vs SPY

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Performance · forward returns vs SPY

4 backtested trades · 8 horizonsHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by Andrew P. Slifka, 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	4	+100.00%	+3.99%	+14.53%	-10.54%	-13.06%	—
14d	4	+25.00%	+0.82%	+16.37%	-15.55%	-19.74%	—
30d	4	+100.00%	+19.27%	+22.59%	-3.31%	-8.41%	—
60d	4	+100.00%	+22.49%	+29.77%	-7.28%	-10.10%	—
90d	4	+100.00%	+18.51%	+37.04%	-18.53%	-21.51%	—
180d	4	+100.00%	+62.45%	+46.08%	+16.38%	+13.86%	—
1y	4	+100.00%	+183.87%	+73.62%	+110.24%	+105.72%	—
2y	4	+100.00%	+307.22%	+101.38%	+205.83%	+198.17%	—

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

GLP · 534,416 shares · as of Aug 4, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 6 buys / 4 sellsCOVERAGE · 7 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
GLP GLOBAL PARTNERS LP	SALE Executive Vice President	5,328	$26.81	$142.8K	529,088	Aug 4, 2021	Aug 6, 2021 ↗	View →
GLP GLOBAL PARTNERS LP	PURCHASE Executive Vice President	12,016	—	—	534,416	Aug 4, 2021	Aug 6, 2021 ↗	View →
GLP GLOBAL PARTNERS LP	PURCHASE Executive Vice President	8,583	—	—	524,917	Aug 6, 2020	Aug 10, 2020 ↗	View →
GLP GLOBAL PARTNERS LP	SALE Executive Vice President	2,517	$10.70	$26.9K	522,400	Aug 6, 2020	Aug 10, 2020 ↗	View →
GLP GLOBAL PARTNERS LP	SALE Executive Vice President	12,016	—	—	13,730	Aug 4, 2020	Aug 6, 2021 ↗	View →
GLP GLOBAL PARTNERS LP	SALE Executive Vice President	8,583	—	—	25,746	Aug 1, 2020	Aug 10, 2020 ↗	View →
GLP GLOBAL PARTNERS LP	PURCHASE Executive Vice President	1,700	$12.00	$20.4K	3,165	Mar 24, 2020	Mar 25, 2020 ↗	View →
GLP GLOBAL PARTNERS LP	PURCHASE Executive Vice President	1,065	$13.73	$14.6K	1,465	Mar 23, 2020	Mar 24, 2020 ↗	View →
GLP GLOBAL PARTNERS LP	PURCHASE Executive Vice President	200	$13.72	$2.7K	200	Mar 23, 2020	Mar 24, 2020 ↗	View →
GLP GLOBAL PARTNERS LP	PURCHASE Executive Vice President	200	$11.46	$2.3K	400	Mar 23, 2020	Mar 24, 2020 ↗	View →

Other insiders · GLP

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About this filer

CIK 0001543238

ROLE

Executive Vice President

PRIMARY

GLP

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001543238DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Andrew P. Slifka

The morning brief, before the bell.