Todd Poland

PGC

EVP, GENERAL COUNSEL · PEAPACK GLADSTONE FINANCIAL CORP · CIK 0001733297

FILING MIX · LIFETIME83%/17%

BUYS

SELLS

TOTAL VALUE

$34.8K

COMPANIES

ACTIVE SINCE

Mar 2020

HOLDINGS NOW

1,155

AVG SELL PX

$32.00

Trades · vs SPY

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Performance · forward returns vs SPY

1 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Todd Poland, 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	1	+100.00%	+1.75%	+1.04%	+0.71%	+0.71%	—
14d	1	+100.00%	+3.66%	+2.14%	+1.52%	+1.52%	—
30d	1	+100.00%	+4.22%	+3.25%	+0.97%	+0.97%	—
60d	1	+100.00%	+5.97%	-0.45%	+6.42%	+6.42%	—
90d	1	+100.00%	+7.22%	+5.47%	+1.75%	+1.75%	—
180d	1	+100.00%	+10.88%	+1.68%	+9.20%	+9.20%	—
1y	1	+100.00%	+4.39%	-5.42%	+9.81%	+9.81%	—
2y	1	+0.00%	-7.89%	+6.04%	-13.93%	-13.93%	—

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

PGC · 1,155 shares · as of Aug 2, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2020

2021

FLOW · 5 buys / 1 sellsCOVERAGE · 7 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
PGC PEAPACK GLADSTONE FINANCIAL CORP	PURCHASE EVP, General Counsel	1,000	$32.31	$32.3K	1,155	Aug 2, 2021	Aug 2, 2021 ↗
PGC PEAPACK GLADSTONE FINANCIAL CORP	SALE EVP, General Counsel	77	$32.00	$2.5K	155	Jun 22, 2021	Jun 24, 2021 ↗
PGC PEAPACK GLADSTONE FINANCIAL CORP	PURCHASEGRANT Stock grant	1,287	—	—	5,347	Mar 20, 2021	Mar 24, 2021 ↗
PGC PEAPACK GLADSTONE FINANCIAL CORP	PURCHASEGRANT Stock grant	3,863	—	—	11,209	Mar 20, 2021	Mar 24, 2021 ↗
PGC PEAPACK GLADSTONE FINANCIAL CORP	PURCHASEGRANT Stock grant	9,182	—	—	9,182	Mar 20, 2020	Mar 24, 2020 ↗
PGC PEAPACK GLADSTONE FINANCIAL CORP	PURCHASEGRANT Stock grant	3,061	—	—	4,060	Mar 20, 2020	Mar 24, 2020 ↗

Other insiders · PGC

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About this filer

CIK 0001733297

ROLE

EVP, General Counsel

PRIMARY

PGC

COMPANIES

ACTIVE SINCE

Mar 2020

MARKETPEEL · /INSIDER/0001733297DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Todd Poland

The morning brief, before the bell.