David E. Price

Following their disclosures vs. same money in SPY: -87.0 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	YU YUMC	$1K–$15K	2022-03-17	2022-04-06	PDF →
SELL	YU YUMC	$1K–$15K	2022-03-17	2022-04-05	PDF →
BUY	YU YUM	$1K–$15K	2022-02-16	2022-03-02	PDF →
BUY	NC Hospital Revenue Bonds — Caromont Health other	$1K–$15K	2021-12-30	2022-01-10	PDF →
BUY	uNC - Charlotte general Revenue Bonds gS	$1K–$15K	2021-02-12	2021-02-19	PDF →
BUY	NC Health Care Facilities - Novant gS	$1K–$15K	2021-01-28	2021-02-05	PDF →
BUY	00 g f e d c FIlINg STATuS: New NC Community gS	$1K–$15K	2020-12-14	2021-01-03	PDF →
SELL	BG BGG	$21	2020-12-07	2021-01-03	PDF →
BUY	TX TXN	$1K–$15K	2020-10-26	2020-11-06	PDF →
BUY	UNC - Wilmington Limited Obligation Bonds other	$1K–$15K	2020-07-22	2020-08-05	PDF →
BUY	uNC - asheville general Revenue Bonds Cs	$1K–$15K	2020-06-02	2020-06-09	PDF →
EXCHANGE	CA CARR	$1K–$15K	2020-04-07	2020-05-18	PDF →
EXCHANGE	OT OTIS	$1K–$15K	2020-04-07	2020-05-18	PDF →
EXCHANGE	RT RTX	$15K–$50K	2020-04-07	2020-05-18	PDF →
BUY	HD HD sT	$1K–$15K	2020-03-13	2020-04-03	PDF →
BUY	LO LOW sT	$1K–$15K	2020-03-13	2020-04-03	PDF →
BUY	PR PRU sT	$1K–$15K	2020-03-13	2020-04-03	PDF →
BUY	PR PRU sT	$1K–$15K	2020-01-30	2020-02-04	PDF →
BUY	EM EMR sT	$1K–$15K	2019-08-15	2019-09-09	PDF →
SELL	KT KTB	$1K–$15K	2019-06-28	2019-07-11	PDF →
BUY	FIlINg STaT uS: New DESCRIPTIoN: Sale of 42 gS	$1K–$15K	2019-06-27	2019-07-11	PDF →
SELL	TE TEVA	$1K–$15K	2019-06-19	2019-07-11	PDF →
EXCHANGE	KT KTB	$1K–$15K	2019-05-28	2019-07-11	PDF →
BUY	MA MAR sT	$1K–$15K	2019-05-23	2019-06-04	PDF →
BUY	* N.C. Community Health Care Facilities Bond oT	$1K–$15K	2019-05-15	2019-06-04	PDF →
BUY	FIlINg sTaTus: New DEsCRIPTIoN: Purchase of gs	$1K–$15K	2019-03-20	2019-04-02	PDF →
BUY	North Carolina Health Care Facilities Bonds gs	$1K–$15K	2019-03-14	2019-04-02	PDF →
BUY	AA AAPL sT	$1K–$15K	2019-01-03	2019-01-14	PDF →
SELL	FI FITB	$1K–$15K	2018-12-27	2019-01-03	PDF →
BUY	CA CAT	$1K–$15K	2018-12-21	2019-01-03	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Price 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
CO COST		$100K	19.5%	+760.1%	Oct 2014	May 2016
AA AAPL		$95K	18.5%	+1125.1%	Jan 2016	Jan 2018
TM TMO		$58K	11.3%	+395.9%	Aug 2016	Dec 2016
ME MET		$55K	10.7%	+254.4%	Oct 2014	Aug 2016
TX TXN		$38K	7.5%	+229.6%	Dec 2017	Oct 2020
CA CAT		$25K	4.9%	+552.5%	Jan 2019	Dec 2018
SD SDY		$24K	4.6%	+204.6%	Oct 2014	Jan 2015
DI DIS		$23K	4.5%	+18.0%	Aug 2015	Aug 2016
HO HON		$20K	4.0%	+163.2%	Oct 2014	Feb 2018
CR CRM		$16K	3.1%	+105.4%	Dec 2017	Nov 2018
AM AMT		$15K	2.9%	+94.4%	Aug 2016	May 2017
LN LNC		$11K	2.2%	+43.0%	Oct 2015	Jan 2016
PR PRU		$9K	1.8%	+142.4%	Oct 2014	Jun 2014
GI GILD		$9K	1.7%	+128.7%	Oct 2014	Aug 2014
PY PYPL		$6K	1.1%	-27.7%	Dec 2017	Jan 2018
YU YUM		$5K	1.0%	+36.1%	Mar 2022	Feb 2022
VF VFC		$3K	0.6%	-63.2%	Sep 2015	Aug 2016

Filings 62 on file · every disclosure Price has made