Dana Staggs

BANX

PRESIDENT · ARROWMARK FINANCIAL CORP. · CIK 0001934414

FILING MIX · LIFETIME100%/0%

BUYS

SELLS

TOTAL VALUE

$78.2K

COMPANIES

ACTIVE SINCE

Nov 2022

HOLDINGS NOW

5,750

AVG SELL PX

—

Trades · vs SPY

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Performance · forward returns vs SPY

6 backtested trades · 8 horizons · 1 pendingHow are these numbers computed? →

Forward-return performance of every backtestable P/S trade by Dana Staggs, 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	6	+50.00%	+1.45%	+0.54%	+0.92%	-1.37%	—
14d	6	+83.33%	+2.96%	+1.63%	+1.32%	-0.59%	—
30d	6	+66.67%	+4.54%	+1.90%	+2.63%	+2.01%	—
60d	6	+66.67%	+4.23%	+4.64%	-0.40%	+2.13%	—
90d	6	+66.67%	+6.12%	+8.42%	-2.31%	-0.56%	—
180d	6	+50.00%	+2.15%	+10.69%	-8.54%	-11.14%	—
1y	6	+66.67%	+7.66%	+22.75%	-15.09%	-17.85%	—
2y	6(1 pending)	+100.00%	+20.18%	+46.81%	-26.62%	-31.92%	—

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

BANX · 5,750 shares · as of Apr 9, 2025

Trading cadence · quarterly flow

BUY ● SELL ●

2022

2023

2024

2025

FLOW · 6 buys / 0 sellsCOVERAGE · 11 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED	DETAILS
BANX ARROWMARK FINANCIAL CORP.	PURCHASE President	149	$18.37	$2.7K	5,750	Apr 9, 2025	Apr 10, 2025 ↗	View →
BANX ARROWMARK FINANCIAL CORP.	PURCHASE President	100	$18.50	$1.9K	5,601	Feb 26, 2024	Mar 1, 2024 ↗	View →
BANX ARROWMARK FINANCIAL CORP.	PURCHASE President	2,000	$15.03	$30.1K	5,501	May 5, 2023	May 8, 2023 ↗	View →
BANX ARROWMARK FINANCIAL CORP.	PURCHASE President	1,000	$17.43	$17.4K	3,501	Mar 13, 2023	Mar 14, 2023 ↗	View →
BANX ARROWMARK FINANCIAL CORP.	PURCHASE President	500	$17.40	$8.7K	2,501	Nov 17, 2022	Dec 8, 2022 ↗	View →
BANX ARROWMARK FINANCIAL CORP.	PURCHASE President	1,000	$17.46	$17.5K	2,001	Nov 16, 2022	Dec 8, 2022 ↗	View →

Other insiders · BANX

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About this filer

CIK 0001934414

ROLE

President

PRIMARY

BANX

COMPANIES

ACTIVE SINCE

Nov 2022

MARKETPEEL · /INSIDER/0001934414DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Dana Staggs

The morning brief, before the bell.