Joan Danieley

AGL

CHIEF ADMINISTRATIVE OFFICER · AGILON HEALTH, INC. · CIK 0001856025

FILING MIX · LIFETIME38%/62%

BUYS

SELLS

TOTAL VALUE

$1.37M

COMPANIES

ACTIVE SINCE

Apr 2021

HOLDINGS NOW

24,027

AVG SELL PX

$22.88

Trades · vs SPY

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Performance · forward returns vs SPY

5 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Joan Danieley, 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	5	+0.00%	+17.72%	+1.08%	+16.64%	+15.22%	—
14d	5	+0.00%	+16.48%	+2.53%	+13.96%	+12.45%	—
30d	5	+100.00%	-15.32%	+0.06%	-15.38%	-15.79%	—
60d	5	+100.00%	-8.34%	-4.86%	-3.48%	-3.26%	—
90d	5	+100.00%	-10.81%	-6.54%	-4.27%	-3.49%	—
180d	5	+100.00%	-18.89%	-18.69%	-0.20%	-1.19%	—
1y	5	+100.00%	-25.65%	-15.74%	-9.90%	-10.85%	—
2y	5	+100.00%	-43.88%	+4.49%	-48.37%	-47.69%	—

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

AGL · 24,027 shares · as of Dec 17, 2021

Trading cadence · quarterly flow

BUY ● SELL ●

2021

FLOW · 5 buys / 8 sellsCOVERAGE · 3 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
AGL AGILON HEALTH, INC.	SALE Chief Administrative Officer	18,593	$22.97	$427.1K	5,434	Dec 17, 2021	Dec 21, 2021 ↗
AGL AGILON HEALTH, INC.	SALE Chief Administrative Officer	21,481	—	—	50,000	Dec 17, 2021	Dec 21, 2021 ↗
AGL AGILON HEALTH, INC.	PURCHASE Chief Administrative Officer	21,481	$4.45	$95.6K	26,915	Dec 17, 2021	Dec 21, 2021 ↗
AGL AGILON HEALTH, INC.	SALE Chief Administrative Officer	2,888	$22.27	$64.3K	24,027	Dec 17, 2021	Dec 21, 2021 ↗
AGL AGILON HEALTH, INC.	SALE Chief Administrative Officer	3,519	$23.14	$81.4K	5,434	Dec 16, 2021	Dec 17, 2021 ↗
AGL AGILON HEALTH, INC.	SALE Chief Administrative Officer	3,519	—	—	71,481	Dec 16, 2021	Dec 17, 2021 ↗
AGL AGILON HEALTH, INC.	PURCHASE Chief Administrative Officer	3,519	$4.45	$15.7K	8,953	Dec 16, 2021	Dec 17, 2021 ↗
AGL AGILON HEALTH, INC.	SALE Chief Administrative Officer	9,679	$23.29	$225.4K	5,434	Dec 15, 2021	Dec 17, 2021 ↗
AGL AGILON HEALTH, INC.	SALE Chief Administrative Officer	15,321	$22.58	$345.9K	15,113	Dec 15, 2021	Dec 17, 2021 ↗
AGL AGILON HEALTH, INC.	SALE Chief Administrative Officer	25,000	—	—	75,000	Dec 15, 2021	Dec 17, 2021 ↗
AGL AGILON HEALTH, INC.	PURCHASE Chief Administrative Officer	25,000	$4.45	$111.3K	30,434	Dec 15, 2021	Dec 17, 2021 ↗
AGL AGILON HEALTH, INC.	PURCHASEGRANT Stock grant	18,504	—	—	18,504	Apr 14, 2021	Apr 16, 2021 ↗
AGL AGILON HEALTH, INC.	PURCHASEGRANT Stock grant	5,434	—	—	5,434	Apr 14, 2021	Apr 16, 2021 ↗

Other insiders · AGL

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About this filer

CIK 0001856025

ROLE

Chief Administrative Officer

PRIMARY

AGL

COMPANIES

ACTIVE SINCE

Apr 2021

MARKETPEEL · /INSIDER/0001856025DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Joan Danieley

The morning brief, before the bell.