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 | ||
|---|---|---|---|---|---|
| SELL | TY TYG
|
$1K–$15K | 2021-12-20 | 2022-01-18 | PDF → |
| SELL | GE GE
|
$1K–$15K | 2019-12-30 | 2020-07-31 LATE | PDF → |
| SELL | 🔒Register for free to view | $15K–$50K | 2019-08-27 | 2020-07-31 LATE | 🔒 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2024-08-13 762d ago | — | PDF → |
| 2 | Annual | 2023-05-04 1229d ago | — | PDF → |
| 3 | Annual | 2022-07-14 1523d ago | — | PDF → |
| 4 | PTR | 2022-01-18 1700d ago | 1 | PDF → |
| 5 | Annual | 2021-07-20 1882d ago | — | PDF → |
| 6 | PTR | 2020-07-31 2236d ago | 2 | PDF → |
| 7 | Annual | 2020-07-31 2236d ago | — | 🔒Register for free to view |
| 8 | Annual | 2019-04-30 2694d ago | — | 🔒Register for free to view |
| 9 | Annual | 2018-05-08 3051d ago | — | 🔒Register for free to view |
| 10 | Annual | 2017-05-17 3407d ago | — | 🔒Register for free to view |
| 11 | Annual | 2016-05-05 3784d ago | — | 🔒Register for free to view |
| 12 | Annual | 2015-05-08 4147d ago | — | 🔒Register for free to view |
| 13 | Annual | 2014-05-07 4513d ago | — | 🔒Register for free to view |
| 14 | Annual | 2013-05-09 4876d ago | — | 🔒Register for free to view |
| 15 | Annual | 2012-05-15 5235d ago | — | 🔒Register for free to view |
Source: the U.S. House Clerk, 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.