Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Debra S Fischer
SenateFollowing their disclosures vs. same money in SPY: -41.6 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 | FSVGBX FIRST TRUST VEST LARGE CAP DEEP BUFFE other | $1K–$15K | 2025-08-13 | 2026-05-14 | PDF → |
| SELL | FJNUEX FIRST TRUST VEST NASDAQ 100 BUFFERED other | $1K–$15K | 2025-08-08 | 2026-05-14 | PDF → |
| BUY | FPDNTX FIRST TRUST VEST NASDAQ 100 BUFFERED other (joint) | $1K–$15K | 2024-12-17 | 2025-05-13 | PDF → |
| BUY | FYUORX FIRST TRUST VEST SMALL CAP BUFFERED 2 other (joint) | $15K–$50K | 2024-12-10 | 2025-05-13 | PDF → |
| SELL | FZBZQX FIRST TRUST CBOE VEST LARGE CAP DEEP other (joint) | $1K–$15K | 2024-12-03 | 2025-05-13 | PDF → |
| SELL | FJCRRX FIRST TRUST CBOE VEST LARGE CAP DEEP other (joint) | $15K–$50K | 2024-11-26 | 2025-05-13 | PDF → |
| BUY | FSVGBX FIRST TRUST VEST LARGE CAP DEEP BUFFE other | $1K–$15K | 2024-05-13 | 2025-05-13 | PDF → |
| BUY | FJNUEX FIRST TRUST VEST NASDAQ 100 BUFFERED other | $1K–$15K | 2024-05-08 | 2025-05-13 | PDF → |
| SELL |  PO PONPX
mutual fund
|
$1K–$15K | 2024-04-30 | 2025-05-13 | PDF → |
| SELL |  TH THIIX
mutual fund
|
$1K–$15K | 2024-04-30 | 2025-05-13 | PDF → |
| BUY | FZBZQX FIRST TRUST CBOE VEST LARGE CAP DEEP other (joint) | $1K–$15K | 2023-08-29 | 2024-05-14 | PDF → |
| BUY | FJCRRX FIRST TRUST CBOE VEST LARGE CAP DEEP other (joint) | $1K–$15K | 2023-08-24 | 2024-05-14 | PDF → |
| BUY |  BI BIL
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| BUY |  RA RAAX
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| BUY |  XO XOP
other
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| BUY |  XM XME
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| BUY |  SL SLYG
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| BUY |  SP SPYV
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| BUY |  SP SPYG
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| BUY |  SP SPDW
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| BUY |  SP SPEM
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| BUY |  XL XLE
other
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| BUY |  SL SLYV
(joint)
|
$15K–$50K | 2022-06-24 | 2023-05-15 | PDF → |
| SELL |  IG IGNAX
mutual fund
(joint)
|
$1K–$15K | 2022-06-23 | 2023-05-15 | PDF → |
| SELL |  IP IPOAX
mutual fund
(joint)
|
$1K–$15K | 2022-06-23 | 2023-05-15 | PDF → |
| SELL |  IV IVTAX
mutual fund
(joint)
|
$1K–$15K | 2022-06-23 | 2023-05-15 | PDF → |
| SELL |  IY IYVAX
mutual fund
(joint)
|
$15K–$50K | 2022-06-23 | 2023-05-15 | PDF → |
| SELL |  IV IVSAX
mutual fund
(joint)
|
$1K–$15K | 2022-06-23 | 2023-05-15 | PDF → |
| SELL |  WS WSGAX
mutual fund
(joint)
|
$1K–$15K | 2022-06-23 | 2023-05-15 | PDF → |
| SELL |  WC WCEAX
mutual fund
(joint)
|
$15K–$50K | 2022-06-23 | 2023-05-15 | PDF → |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Fischer 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 SPYG |
$61K | 19.1% | +121.6% | May 2023 | Jun 2022 | |
| SP SPDW |
$47K | 14.7% | +70.7% | May 2023 | Jun 2022 | |
| SP SPYV |
$46K | 14.6% | +69.5% | May 2023 | Jun 2022 | |
| SP SPEM |
$44K | 13.9% | +61.0% | May 2023 | Jun 2022 | |
| SL SLYG |
$44K | 13.9% | +60.7% | May 2023 | Jun 2022 | |
| SL SLYV |
$44K | 13.7% | +59.2% | May 2023 | Jun 2022 | |
| BI BIL |
$32K | 10.0% | +15.9% | May 2023 | Jun 2022 |
Filings 5 on file · every disclosure Fischer has made
Source: the Secretary of the Senate, 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.
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