David A Perdue

Following their disclosures vs. same money in SPY: -376.6 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	FR FRIAX mutual fund (joint)	$15K–$50K	2020-04-16	2021-05-02 LATE	PDF →
BUY	AM AMLP other (joint)	$250K–$500K	2020-04-16	2021-05-02 LATE	PDF →
SELL	DI DIS (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	CO COP (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	KO KO (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	ID IDV other (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	DD DD (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	Citigroup Inc Bond (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	NS NSC (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	NK NKE (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	PM PM (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	PY PYPL (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	MS MSFT (joint)	$50K–$100K	2020-04-16	2021-05-02 LATE	PDF →
SELL	LL LLY (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	IN INTC (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	JP JPM (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	PG PG (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	SO SO (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	VZ VZ (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	WF WFC (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	UR URI (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	Southern Cmpy Bond (joint)	$15K–$50K	2020-04-16	2021-05-02 LATE	PDF →
SELL	SY SYY (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →
SELL	TFC.F - Truist FINL CORP F PFD (joint)	$1K–$15K	2020-04-16	2021-05-02 LATE	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 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		$936K	29.7%	+177.3%	Nov 2016	Nov 2019
KN KN		$285K	9.0%	+144.4%	Jun 2015	Jan 2019
FO FOX		$273K	8.7%	+62.4%	Mar 2019	Apr 2020
RF RF		$238K	7.5%	+129.0%	Jun 2015	Apr 2020
ET ETP		$189K	6.0%	+39.6%	Mar 2016	Dec 2016
SU SU		$133K	4.2%	+185.2%	Mar 2018	Apr 2020
DV DVN		$127K	4.0%	+230.2%	Jul 2015	Apr 2020
AM AMZN		$114K	3.6%	+223.4%	Mar 2017	Apr 2020
DA DAL		$102K	3.2%	+76.0%	Mar 2020	Apr 2020
KM KMI		$98K	3.1%	+205.8%	Sep 2015	Apr 2020
SY SYY		$89K	2.8%	+102.9%	Jun 2015	Apr 2020
XO XOM		$61K	1.9%	+252.9%	Sep 2015	Apr 2020
CZ CZR		$58K	1.8%	-22.0%	Jul 2017	Mar 2020
MO MOS		$58K	1.8%	-19.4%	Jun 2015	Oct 2019
TR TRP		$53K	1.7%	+79.1%	Apr 2017	Apr 2020
PA PAGP		$51K	1.6%	+728.2%	Jan 2019	Apr 2020
PS PSX		$39K	1.3%	+409.1%	Sep 2015	Aug 2015
CD CDLX		$35K	1.1%	-99.2%	Aug 2018	Mar 2020
CO COP		$35K	1.1%	+237.2%	Feb 2018	Apr 2020
EN ENB		$34K	1.1%	+109.5%	Oct 2016	Apr 2020
SU SUN		$20K	0.6%	+424.5%	Feb 2018	Apr 2020
BA BAX		$19K	0.6%	-38.5%	Sep 2015	Apr 2020
IP IP		$18K	0.6%	+10.3%	Sep 2015	Dec 2019
KH KHC		$17K	0.5%	-38.1%	Feb 2016	Dec 2017
AR AR		$16K	0.5%	+41.8%	Jun 2015	Jan 2015
SB SBUX		$15K	0.5%	+41.5%	Sep 2015	Apr 2020
NF NFLX		$13K	0.4%	+63.1%	Aug 2018	Apr 2020
WL WLK		$8K	0.3%	-29.2%	Feb 2016	Aug 2017
PB PBA		$8K	0.2%	+111.3%	Jun 2019	Apr 2020
EM EMR		$8K	0.2%	+254.9%	Aug 2017	Apr 2020
TW TWX		$4K	0.1%	+5.7%	Jun 2018	May 2018

Filings 82 on file · every disclosure Perdue has made