Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| BUY | AF AFIFX
mutual fund
(joint)
|
$1K–$15K | 2024-12-19 | 2025-01-14 | PDF → |
| BUY | GF GFAFX
mutual fund
(joint)
|
$1K–$15K | 2024-12-19 | 2025-01-14 | PDF → |
| BUY | BG BGRFX
mutual fund
(joint)
|
$1K–$15K | 2024-12-18 | 2025-01-14 | PDF → |
| BUY | LB LBSAX
mutual fund
|
$1K–$15K | 2024-12-13 | 2025-01-14 | PDF → |
| BUY | LB LBSAX
mutual fund
(joint)
|
$1K–$15K | 2024-12-13 | 2025-01-14 | PDF → |
| BUY | AE AEGFX
mutual fund
|
$1K–$15K | 2024-12-11 | 2025-01-14 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-12-05 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-12-02 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-10-16 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-10-16 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2024-10-09 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-10-08 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-10-03 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-10-03 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-10-03 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-10-03 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-10-03 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-10-03 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $100K–$250K | 2024-09-16 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2024-09-16 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2024-07-25 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-07-22 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2024-07-22 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-07-22 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-07-22 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2024-07-19 | 2025-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-07-19 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-07-19 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-07-19 | 2025-01-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2024-06-11 | 2025-01-14 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Cardin still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
VE VEA |
$163K | 10.9% | +114.3% | May 2014 | Apr 2023 | |
IT ITOT |
$156K | 10.4% | +75.4% | May 2022 | Jul 2024 | |
IU IUSB |
$130K | 8.7% | +10.7% | May 2022 | Oct 2024 | |
IV IVV |
$123K | 8.2% | +87.5% | May 2018 | Dec 2024 | |
EM EMB |
$121K | 8.1% | +31.7% | May 2015 | Oct 2024 | |
US USHY |
$88K | 5.9% | +30.8% | May 2023 | Jul 2023 | |
JN JNK |
$83K | 5.5% | +58.3% | May 2015 | Apr 2018 | |
| 🔒Register for free to view | $78K | 5.2% | +183.9% | May 2015 | May 2014 | |
| 🔒Register for free to view | $75K | 5.0% | +78.9% | May 2018 | Jul 2024 | |
| 🔒Register for free to view | $74K | 4.9% | +168.7% | May 2015 | May 2014 | |
| 🔒Register for free to view | $58K | 3.9% | +111.3% | May 2018 | Nov 2017 | |
| 🔒Register for free to view | $56K | 3.8% | +63.1% | May 2020 | Apr 2024 | |
| 🔒Register for free to view | $38K | 2.6% | +9.2% | May 2018 | Jul 2024 | |
| 🔒Register for free to view | $36K | 2.4% | +89.3% | May 2014 | Aug 2023 | |
| 🔒Register for free to view | $36K | 2.4% | +31.5% | May 2015 | May 2014 | |
| 🔒Register for free to view | $27K | 1.8% | +88.2% | May 2019 | Oct 2023 | |
| 🔒Register for free to view | $27K | 1.8% | +86.7% | May 2020 | Apr 2024 | |
| 🔒Register for free to view | $20K | 1.3% | +186.8% | May 2015 | Nov 2017 | |
| 🔒Register for free to view | $19K | 1.3% | +61.4% | May 2018 | Aug 2022 | |
| 🔒Register for free to view | $19K | 1.2% | +432.9% | May 2015 | Mar 2024 | |
| 🔒Register for free to view | $16K | 1.0% | +167.2% | May 2015 | Nov 2017 | |
| 🔒Register for free to view | $15K | 1.0% | +29.9% | May 2020 | Jul 2022 | |
| 🔒Register for free to view | $11K | 0.7% | +43.5% | May 2024 | Oct 2023 | |
| 🔒Register for free to view | $7K | 0.5% | +96.5% | May 2022 | Oct 2022 | |
| 🔒Register for free to view | $6K | 0.4% | +29.5% | May 2014 | Jan 2022 | |
| 🔒Register for free to view | $5K | 0.3% | +4.1% | May 2016 | Jul 2019 | |
| 🔒Register for free to view | $4K | 0.3% | +7.2% | May 2019 | Jul 2024 | |
| 🔒Register for free to view | $3K | 0.2% | +21.7% | May 2014 | Apr 2020 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2025-01-14 608d ago | 45 | PDF → |
| 2 | Annual | 2024-05-15 852d ago | 66 | PDF → |
| 3 | Annual | 2023-05-15 1218d ago | 148 | PDF → |
| 4 | Annual | 2022-05-16 1582d ago | 85 | PDF → |
| 5 | Annual | 2021-05-17 1946d ago | 63 | PDF → |
| 6 | Annual | 2020-05-15 2313d ago | 76 | PDF → |
| 7 | Annual | 2019-05-15 2679d ago | 80 | 🔒Register for free to view |
| 8 | Annual | 2018-05-15 3044d ago | 70 | 🔒Register for free to view |
| 9 | PTR | 2018-05-02 3057d ago | 2 | 🔒Register for free to view |
| 10 | Annual | 2017-05-15 3409d ago | 77 | 🔒Register for free to view |
| 11 | Annual | 2016-05-16 3773d ago | 50 | 🔒Register for free to view |
| 12 | Annual | 2015-05-15 4140d ago | 72 | 🔒Register for free to view |
| 13 | PTR | 2015-03-14 4202d ago | 2 | 🔒Register for free to view |
| 14 | PTR | 2014-12-01 4305d ago | 1 | 🔒Register for free to view |
| 15 | PTR | 2014-11-29 4307d ago | 3 | 🔒Register for free to view |
| 16 | Annual | 2014-05-15 4505d ago | 64 | 🔒Register for free to view |
| 17 | PTR | 2014-04-15 4535d ago | 7 | 🔒Register for free to view |
Source: the Secretary of the Senate, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.