David A Perdue

Following their disclosures vs. same money in SPY: -377.3 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
SELL	EE EEM other (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
BUY	IW IWM other (joint)	$50K–$100K	2020-04-16	2021-05-02 LATE	PDF →
BUY	SP SPY other (joint)	$100K–$250K	2020-04-16	2021-05-02 LATE	PDF →
BUY	VE VEA other (joint)	$50K–$100K	2020-04-16	2021-05-02 LATE	PDF →
BUY	VO VOO other (joint)	$100K–$250K	2020-04-16	2021-05-02 LATE	PDF →
SELL	CA CAIFX mutual fund (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	🔒Register for free to view	$15K–$50K	2020-04-16	2021-05-02 LATE	🔒
BUY	🔒Register for free to view	$250K–$500K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$50K–$100K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$15K–$50K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-04-16	2021-05-02 LATE	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Perdue 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
SP SPY		$927K	28.7%	+174.4%	Nov 2016	Nov 2019
KN KN		$303K	9.4%	+159.8%	Jun 2015	Jan 2019
FO FOX		$283K	8.8%	+68.5%	Mar 2019	Apr 2020
RF RF		$252K	7.8%	+143.0%	Jun 2015	Apr 2020
ET ETP		$189K	5.9%	+39.6%	Mar 2016	Dec 2016
DV DVN		$125K	3.9%	+223.5%	Jul 2015	Apr 2020
SU SU		$118K	3.7%	+153.2%	Mar 2018	Apr 2020
🔒Register for free to view		$115K	3.5%	+226.2%	Mar 2017	Apr 2020
🔒Register for free to view		$101K	3.1%	+75.0%	Mar 2020	Apr 2020
🔒Register for free to view		$90K	2.8%	-97.9%	Aug 2018	Mar 2020
🔒Register for free to view		$90K	2.8%	+105.5%	Jun 2015	Apr 2020
🔒Register for free to view		$90K	2.8%	+181.2%	Sep 2015	Apr 2020
🔒Register for free to view		$79K	2.5%	+10.8%	Jun 2015	Oct 2019
🔒Register for free to view		$60K	1.9%	-19.0%	Jul 2017	Mar 2020
🔒Register for free to view		$56K	1.7%	+221.8%	Sep 2015	Apr 2020
🔒Register for free to view		$51K	1.6%	+70.9%	Apr 2017	Apr 2020
🔒Register for free to view		$50K	1.6%	+711.1%	Jan 2019	Apr 2020
🔒Register for free to view		$37K	1.2%	+382.5%	Sep 2015	Aug 2015
🔒Register for free to view		$33K	1.0%	+106.1%	Oct 2016	Apr 2020
🔒Register for free to view		$32K	1.0%	+210.7%	Feb 2018	Apr 2020
🔒Register for free to view		$22K	0.7%	+468.6%	Feb 2018	Apr 2020
🔒Register for free to view		$18K	0.5%	+9.9%	Sep 2015	Dec 2019
🔒Register for free to view		$17K	0.5%	-36.1%	Feb 2016	Dec 2017
🔒Register for free to view		$17K	0.5%	-42.5%	Sep 2015	Apr 2020
🔒Register for free to view		$16K	0.5%	+103.7%	Aug 2018	Apr 2020
🔒Register for free to view		$15K	0.5%	+29.4%	Jun 2015	Jan 2015
🔒Register for free to view		$14K	0.4%	+35.4%	Sep 2015	Apr 2020
🔒Register for free to view		$9K	0.3%	-23.8%	Feb 2016	Aug 2017
🔒Register for free to view		$7K	0.2%	+99.6%	Jun 2019	Apr 2020
🔒Register for free to view		$7K	0.2%	+222.1%	Aug 2017	Apr 2020
🔒Register for free to view		$4K	0.1%	+5.7%	Jun 2018	May 2018

Filings 82 on file · every disclosure Perdue has made