Beto O'Rourke

Following their disclosures vs. same money in SPY: -204.8 pts

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.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	WM WMB	$1K–$15K	2014-10-15	2014-11-14	PDF →
BUY	EP EPD (SP)	$1K–$15K	2014-10-14	2014-11-14	PDF →
BUY	RI RIGP	$1K–$15K	2014-07-31	2014-08-19	PDF →
SELL	PA PAA	$1K–$15K	2013-03-28	2014-06-01 LATE	PDF →
BUY	IY IYG	$15K–$50K	2013-03-05	2014-06-01 LATE	PDF →
SELL	CO COH (SP)	$1K–$15K	2013-03-04	2014-06-01 LATE	PDF →
SELL	🔒Register for free to view	$1K–$15K	2013-03-04	2014-06-01 LATE	🔒
BUY	🔒Register for free to view	$15K–$50K	2013-03-04	2014-06-01 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2013-03-04	2014-06-01 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2013-01-15	2014-06-01 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2014-02-28	2014-03-24	🔒
SELL	🔒Register for free to view	$1K–$15K	2014-02-24	2014-03-24	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what O'Rourke 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
IY IYG		$118K	57.3%	+330.2%	Jun 2014	Mar 2013
FE FEZ		$62K	30.3%	+127.0%	Jun 2014	Mar 2013
WM WMB		$10K	4.8%	+156.7%	Nov 2014	Oct 2014
🔒Register for free to view		$9K	4.4%	+132.8%	Nov 2014	Oct 2014
🔒Register for free to view		$7K	3.2%	+68.3%	Jun 2014	Feb 2014

Filings 10 on file · every disclosure O'Rourke has made