John P. Mcgarrity

XFLT

CHIEF LEGAL & SECRETARY · XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST · CIK 0001718129

FILING MIX · LIFETIME50%/50%

BUYS

SELLS

TOTAL VALUE

$115.0K

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

42,851

AVG SELL PX

$9.10

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 John P. Mcgarrity, 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%	-4.05%	-3.13%	-0.92%	-0.92%	—
14d	2	+50.00%	-9.35%	+4.85%	-14.20%	-14.20%	—
30d	2	+50.00%	-9.71%	+8.06%	-17.77%	-17.77%	—
60d	2	+0.00%	-3.22%	+7.83%	-11.05%	-11.05%	—
90d	2	+100.00%	-0.06%	+8.87%	-8.93%	-8.93%	—
180d	2	+100.00%	+4.39%	+14.51%	-10.11%	-10.11%	—
1y	2	+100.00%	+36.09%	+26.92%	+9.17%	+9.17%	—
2y	2	+100.00%	+42.97%	+44.28%	-1.32%	-1.32%	—

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

XFLT · 42,851 shares · as of Dec 8, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 1 buys / 1 sellsCOVERAGE · 8 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
XFLT XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST	SALE	11,100	$9.10	$101.0K	42,851	Dec 8, 2021	Dec 9, 2021 ↗
XFLT XAI OCTAGON FLOATING RATE & ALTERNATIVE INCOME TRUST	PURCHASE Chief Legal & Secretary	2,520	$5.54	$14.0K	53,951	Mar 16, 2020	Mar 16, 2020 ↗

Other insiders · XFLT

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About this filer

CIK 0001718129

ROLE

Chief Legal & Secretary

PRIMARY

XFLT

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001718129DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

John P. Mcgarrity

The morning brief, before the bell.