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 | 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 | 🔒Register for free to view | $1K–$15K | 2020-12-14 | 2021-01-03 | 🔒 |
| SELL | 🔒Register for free to view | $21 | 2020-12-07 | 2021-01-03 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-10-26 | 2020-11-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-07-22 | 2020-08-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-06-02 | 2020-06-09 | 🔒 |
| EXCHANGE | 🔒Register for free to view | $1K–$15K | 2020-04-07 | 2020-05-18 | 🔒 |
| EXCHANGE | 🔒Register for free to view | $1K–$15K | 2020-04-07 | 2020-05-18 | 🔒 |
| EXCHANGE | 🔒Register for free to view | $15K–$50K | 2020-04-07 | 2020-05-18 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-03-13 | 2020-04-03 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-03-13 | 2020-04-03 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-03-13 | 2020-04-03 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-01-30 | 2020-02-04 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-08-15 | 2019-09-09 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-06-28 | 2019-07-11 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-06-27 | 2019-07-11 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-06-19 | 2019-07-11 | 🔒 |
| EXCHANGE | 🔒Register for free to view | $1K–$15K | 2019-05-28 | 2019-07-11 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-05-23 | 2019-06-04 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-05-15 | 2019-06-04 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-03-20 | 2019-04-02 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-03-14 | 2019-04-02 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-01-03 | 2019-01-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-12-27 | 2019-01-03 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2018-12-21 | 2019-01-03 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 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 |
$92K | 18.9% | +691.9% | Oct 2014 | May 2016 | |
AA AAPL |
$92K | 18.9% | +1083.9% | Jan 2016 | Jan 2018 | |
ME MET |
$54K | 11.0% | +245.5% | Oct 2014 | Aug 2016 | |
TM TMO |
$50K | 10.3% | +329.5% | Aug 2016 | Dec 2016 | |
TX TXN |
$33K | 6.8% | +185.9% | Dec 2017 | Oct 2020 | |
CA CAT |
$29K | 6.0% | +648.7% | Jan 2019 | Dec 2018 | |
SD SDY |
$23K | 4.7% | +195.5% | Oct 2014 | Jan 2015 | |
| 🔒Register for free to view | $22K | 4.6% | +15.3% | Aug 2015 | Aug 2016 | |
| 🔒Register for free to view | $19K | 3.9% | +142.9% | Oct 2014 | Feb 2018 | |
| 🔒Register for free to view | $16K | 3.3% | +110.1% | Dec 2017 | Nov 2018 | |
| 🔒Register for free to view | $14K | 3.0% | +86.1% | Aug 2016 | May 2017 | |
| 🔒Register for free to view | $12K | 2.4% | +52.5% | Oct 2015 | Jan 2016 | |
| 🔒Register for free to view | $10K | 2.0% | +150.5% | Oct 2014 | Jun 2014 | |
| 🔒Register for free to view | $8K | 1.6% | +106.4% | Oct 2014 | Aug 2014 | |
| 🔒Register for free to view | $5K | 1.1% | -31.3% | Dec 2017 | Jan 2018 | |
| 🔒Register for free to view | $5K | 1.0% | +27.7% | Mar 2022 | Feb 2022 | |
| 🔒Register for free to view | $2K | 0.4% | -71.9% | Sep 2015 | Aug 2016 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2022-05-11 1587d ago | — | PDF → |
| 2 | PTR | 2022-04-06 1622d ago | 1 | PDF → |
| 3 | PTR | 2022-04-05 1623d ago | 1 | PDF → |
| 4 | PTR | 2022-03-02 1657d ago | 1 | PDF → |
| 5 | PTR | 2022-01-10 1708d ago | 1 | PDF → |
| 6 | Annual | 2021-07-27 1875d ago | — | PDF → |
| 7 | PTR | 2021-02-19 2033d ago | 1 | 🔒Register for free to view |
| 8 | PTR | 2021-02-05 2047d ago | 1 | 🔒Register for free to view |
| 9 | PTR | 2021-01-03 2080d ago | 2 | 🔒Register for free to view |
| 10 | PTR | 2020-11-06 2138d ago | 1 | 🔒Register for free to view |
| 11 | PTR | 2020-08-05 2231d ago | 1 | 🔒Register for free to view |
| 12 | Annual | 2020-07-29 2238d ago | — | 🔒Register for free to view |
| 13 | PTR | 2020-06-09 2288d ago | 1 | 🔒Register for free to view |
| 14 | PTR | 2020-05-18 2310d ago | 3 | 🔒Register for free to view |
| 15 | PTR | 2020-04-03 2355d ago | 3 | 🔒Register for free to view |
| 16 | PTR | 2020-02-04 2414d ago | 1 | 🔒Register for free to view |
| 17 | PTR | 2019-09-09 2562d ago | 1 | 🔒Register for free to view |
| 18 | PTR | 2019-07-11 2622d ago | 4 | 🔒Register for free to view |
| 19 | PTR | 2019-06-04 2659d ago | 2 | 🔒Register for free to view |
| 20 | Annual | 2019-05-15 2679d ago | — | 🔒Register for free to view |
| 21 | PTR | 2019-04-02 2722d ago | 2 | 🔒Register for free to view |
| 22 | PTR | 2019-01-14 2800d ago | 1 | 🔒Register for free to view |
| 23 | PTR | 2019-01-03 2811d ago | 2 | 🔒Register for free to view |
| 24 | PTR | 2018-12-20 2825d ago | 1 | 🔒Register for free to view |
| 25 | PTR | 2018-11-27 2848d ago | 1 | 🔒Register for free to view |
| 26 | PTR | 2018-11-27 2848d ago | 1 | 🔒Register for free to view |
| 27 | PTR | 2018-11-07 2868d ago | 2 | 🔒Register for free to view |
| 28 | PTR | 2018-09-05 2931d ago | 1 | 🔒Register for free to view |
| 29 | PTR | 2018-05-18 3041d ago | 1 | 🔒Register for free to view |
| 30 | Annual | 2018-05-14 3045d ago | — | 🔒Register for free to view |
| 31 | PTR | 2018-03-08 3112d ago | 1 | 🔒Register for free to view |
| 32 | PTR | 2018-01-30 3149d ago | 4 | 🔒Register for free to view |
| 33 | PTR | 2017-12-08 3202d ago | 8 | 🔒Register for free to view |
| 34 | PTR | 2017-10-17 3254d ago | 1 | 🔒Register for free to view |
| 35 | PTR | 2017-10-17 3254d ago | 1 | 🔒Register for free to view |
| 36 | PTR | 2017-07-12 3351d ago | 1 | 🔒Register for free to view |
| 37 | PTR | 2017-06-06 3387d ago | 2 | 🔒Register for free to view |
| 38 | Annual | 2017-05-09 3415d ago | — | 🔒Register for free to view |
| 39 | PTR | 2017-01-27 3517d ago | 1 | 🔒Register for free to view |
| 40 | PTR | 2016-12-22 3553d ago | 3 | 🔒Register for free to view |
| 41 | PTR | 2016-11-23 3582d ago | 1 | 🔒Register for free to view |
| 42 | PTR | 2016-11-22 3583d ago | 2 | 🔒Register for free to view |
| 43 | PTR | 2016-08-24 3673d ago | 6 | 🔒Register for free to view |
| 44 | PTR | 2016-08-12 3685d ago | 1 | 🔒Register for free to view |
| 45 | PTR | 2016-05-27 3762d ago | 1 | 🔒Register for free to view |
| 46 | Annual | 2016-05-13 3776d ago | — | 🔒Register for free to view |
| 47 | PTR | 2016-05-03 3786d ago | 1 | 🔒Register for free to view |
| 48 | PTR | 2016-01-28 3882d ago | 5 | 🔒Register for free to view |
| 49 | PTR | 2016-01-28 3882d ago | 2 | 🔒Register for free to view |
| 50 | PTR | 2015-11-03 3968d ago | 1 | 🔒Register for free to view |
| 51 | PTR | 2015-09-30 4002d ago | 3 | 🔒Register for free to view |
| 52 | PTR | 2015-09-17 4015d ago | 3 | 🔒Register for free to view |
| 53 | PTR | 2015-08-14 4049d ago | 2 | 🔒Register for free to view |
| 54 | Annual | 2015-05-15 4140d ago | — | 🔒Register for free to view |
| 55 | PTR | 2015-03-03 4213d ago | 1 | 🔒Register for free to view |
| 56 | PTR | 2015-02-04 4240d ago | 2 | 🔒Register for free to view |
| 57 | PTR | 2014-10-14 4353d ago | 1 | 🔒Register for free to view |
| 58 | PTR | 2014-10-10 4357d ago | 7 | 🔒Register for free to view |
| 59 | PTR | 2014-10-10 4357d ago | 3 | 🔒Register for free to view |
| 60 | Annual | 2014-06-18 4471d ago | — | 🔒Register for free to view |
| 61 | Annual | 2013-05-15 4870d ago | — | 🔒Register for free to view |
| 62 | Annual | 2012-06-22 5197d 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.