Brian E Schatz

Following their disclosures vs. same money in SPY: -64.9 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	Enrollment Year Portfolio Passive other (joint)	$100K–$250K	2025-05-16	2026-07-31	PDF →
SELL	2024/2025 Enrollment Portfolio Passive other (joint)	$100K–$250K	2025-05-16	2026-07-31	PDF →
BUY	Osceola Mill Bed & Breakfast Inn & Cabin other (spouse)	$500K–$1M	2024-05-16	2025-08-13	PDF →
SELL	VT VTI (spouse)	$100K–$250K	2024-02-01	2025-08-13	PDF →
SELL	AO AOK (spouse)	$15K–$50K	2024-02-01	2025-08-13	PDF →
SELL	AO AOM (spouse)	$15K–$50K	2024-02-01	2025-08-13	PDF →
SELL	🔒Register for free to view	$1K–$15K	2024-02-01	2025-08-13	🔒
SELL	🔒Register for free to view	$1K–$15K	2024-02-01	2025-08-13	🔒
SELL	🔒Register for free to view	$1K–$15K	2024-02-01	2025-08-13	🔒
BUY	🔒Register for free to view	$15K–$50K	2023-07-25	2024-07-31	🔒
SELL	🔒Register for free to view	$50K–$100K	2023-07-14	2024-07-31	🔒
BUY	🔒Register for free to view	$50K–$100K	2023-07-14	2024-07-31	🔒
SELL	🔒Register for free to view	$15K–$50K	2022-07-18	2024-07-31 LATE	🔒
BUY	🔒Register for free to view	$50K–$100K	2021-09-03	2024-07-31 LATE	🔒
BUY	🔒Register for free to view	$100K–$250K	2021-02-15	2024-07-31 LATE	🔒
BUY	🔒Register for free to view	$15K–$50K	2020-11-23	2022-01-20 LATE	🔒
BUY	🔒Register for free to view	$50K–$100K	2020-10-05	2022-01-20 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-09-30	2022-01-20 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-03-01	2022-01-20 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-03-01	2022-01-20 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-03-01	2022-01-20 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-02-28	2022-01-20 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-02-28	2022-01-20 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-02-28	2022-01-20 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-01-15	2022-01-20 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-01-15	2022-01-20 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2019-10-01	2020-08-11	🔒
SELL	🔒Register for free to view	$1K–$15K	2019-10-01	2020-08-11	🔒
BUY	🔒Register for free to view	$15K–$50K	2019-02-01	2020-08-11	🔒
BUY	🔒Register for free to view	$15K–$50K	2019-02-01	2020-08-11	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Schatz 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
VT VTI		$40K	100.0%	+43.7%	Jan 2022	Feb 2024

Filings 7 on file · every disclosure Schatz has made