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 | ||
|---|---|---|---|---|---|
| BUY | CH CHTR
(SP)
|
$1K–$15K | 2016-07-06 | 2016-10-20 LATE | PDF → |
| SELL | DE DEO
(SP)
|
$1K–$15K | 2016-09-02 | 2016-09-14 | PDF → |
| SELL | PG PG
(SP)
|
$1K–$15K | 2016-08-23 | 2016-09-14 | PDF → |
| SELL | CN CNQ
(SP)
|
$1K–$15K | 2016-08-11 | 2016-09-14 | PDF → |
| BUY | DE DEA
|
$1K–$15K | 2016-07-12 | 2016-08-12 | PDF → |
| SELL | CH CHTR
(SP)
|
$1K–$15K | 2016-07-07 | 2016-08-12 | PDF → |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-07-01 | 2016-08-12 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2016-03-11 | 2016-08-04 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2016-02-22 | 2016-08-04 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2016-02-09 | 2016-08-04 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2015-11-24 | 2016-08-04 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2014-07-01 | 2016-08-04 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2014-07-01 | 2016-08-04 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2014-07-01 | 2016-08-04 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2014-07-01 | 2016-08-04 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2016-06-03 | 2016-07-15 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-05-19 | 2016-06-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-05-19 | 2016-06-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-05-12 | 2016-06-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-05-06 | 2016-06-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-05-06 | 2016-06-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-05-06 | 2016-06-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-05-05 | 2016-06-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-05-05 | 2016-06-14 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-05-04 | 2016-06-14 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2016-04-13 | 2016-05-10 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2016-04-11 | 2016-05-10 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2016-03-22 | 2016-04-11 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2016-03-16 | 2016-04-11 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2016-03-16 | 2016-04-11 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Whitfield 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 | |
|---|---|---|---|---|---|---|
AV AVGO |
$269K | 18.5% | +3369.7% | Jan 2016 | May 2016 | |
CA CAT |
$201K | 13.8% | +1114.3% | May 2015 | Dec 2015 | |
AM AMZN |
$145K | 9.9% | +832.4% | Jan 2016 | Feb 2016 | |
MU MU |
$116K | 7.9% | +2882.8% | Jan 2015 | Dec 2014 | |
CO COST |
$84K | 5.8% | +622.0% | Feb 2016 | May 2016 | |
GO GOOGL |
$71K | 4.9% | +816.9% | Mar 2016 | Feb 2016 | |
LL LLY |
$68K | 4.7% | +1670.7% | Feb 2016 | Mar 2016 | |
| 🔒Register for free to view | $43K | 2.9% | +176.9% | Oct 2014 | May 2016 | |
| 🔒Register for free to view | $42K | 2.9% | +992.1% | Feb 2016 | Jan 2016 | |
| 🔒Register for free to view | $37K | 2.6% | +864.4% | Jan 2016 | Dec 2015 | |
| 🔒Register for free to view | $36K | 2.4% | +130.0% | Aug 2015 | Jan 2016 | |
| 🔒Register for free to view | $34K | 2.4% | +789.8% | Jun 2016 | May 2016 | |
| 🔒Register for free to view | $24K | 1.7% | +531.4% | May 2014 | Apr 2014 | |
| 🔒Register for free to view | $24K | 1.7% | +212.3% | Jun 2016 | May 2016 | |
| 🔒Register for free to view | $22K | 1.5% | +91.7% | Sep 2015 | Sep 2015 | |
| 🔒Register for free to view | $20K | 1.4% | +408.1% | Apr 2016 | Mar 2016 | |
| 🔒Register for free to view | $19K | 1.3% | +386.2% | Jul 2015 | Jun 2015 | |
| 🔒Register for free to view | $17K | 1.2% | +9.1% | Jul 2015 | Jul 2016 | |
| 🔒Register for free to view | $17K | 1.2% | +44.7% | May 2014 | Jan 2016 | |
| 🔒Register for free to view | $15K | 1.0% | +96.6% | May 2015 | Sep 2015 | |
| 🔒Register for free to view | $14K | 1.0% | +80.3% | Aug 2014 | Sep 2014 | |
| 🔒Register for free to view | $13K | 0.9% | +239.5% | Dec 2015 | Nov 2015 | |
| 🔒Register for free to view | $12K | 0.8% | +219.0% | Sep 2015 | Aug 2015 | |
| 🔒Register for free to view | $12K | 0.8% | +50.0% | Aug 2014 | Jul 2014 | |
| 🔒Register for free to view | $11K | 0.8% | +183.7% | Feb 2016 | Jan 2016 | |
| 🔒Register for free to view | $10K | 0.7% | +160.6% | Sep 2015 | Aug 2015 | |
| 🔒Register for free to view | $10K | 0.7% | +155.2% | Oct 2014 | Sep 2014 | |
| 🔒Register for free to view | $9K | 0.6% | +135.3% | May 2014 | Apr 2014 | |
| 🔒Register for free to view | $9K | 0.6% | +127.5% | Oct 2014 | Sep 2014 | |
| 🔒Register for free to view | $7K | 0.5% | +71.7% | Jan 2016 | Dec 2015 | |
| 🔒Register for free to view | $7K | 0.5% | +31.5% | Oct 2014 | Apr 2016 | |
| 🔒Register for free to view | $7K | 0.5% | +69.1% | Aug 2014 | Jul 2014 | |
| 🔒Register for free to view | $6K | 0.4% | -22.9% | Jan 2016 | Dec 2015 | |
| 🔒Register for free to view | $5K | 0.4% | +37.2% | Mar 2016 | Feb 2016 | |
| 🔒Register for free to view | $4K | 0.3% | +1.1% | Aug 2014 | Sep 2016 | |
| 🔒Register for free to view | $3K | 0.2% | -55.2% | Aug 2016 | Jul 2016 | |
| 🔒Register for free to view | $3K | 0.2% | -17.9% | Oct 2014 | Sep 2014 | |
| 🔒Register for free to view | $3K | 0.2% | -16.4% | Feb 2016 | Jun 2016 | |
| 🔒Register for free to view | $3K | 0.2% | -43.6% | May 2014 | Jul 2015 | |
| 🔒Register for free to view | $2K | 0.2% | -41.9% | Aug 2016 | Dec 2015 | |
| 🔒Register for free to view | $2K | 0.2% | -42.8% | Oct 2016 | Jul 2016 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2016-10-20 3616d ago | 1 | PDF → |
| 2 | PTR | 2016-09-14 3652d ago | 3 | PDF → |
| 3 | PTR | 2016-08-12 3685d ago | 3 | PDF → |
| 4 | PTR | 2016-08-04 3693d ago | 8 | PDF → |
| 5 | PTR | 2016-07-15 3713d ago | 1 | PDF → |
| 6 | PTR | 2016-06-14 3744d ago | 9 | PDF → |
| 7 | Annual | 2016-06-14 3744d ago | — | 🔒Register for free to view |
| 8 | PTR | 2016-05-10 3779d ago | 2 | 🔒Register for free to view |
| 9 | PTR | 2016-04-11 3808d ago | 5 | 🔒Register for free to view |
| 10 | PTR | 2016-03-10 3840d ago | 11 | 🔒Register for free to view |
| 11 | PTR | 2016-02-02 3877d ago | 19 | 🔒Register for free to view |
| 12 | PTR | 2016-01-15 3895d ago | 13 | 🔒Register for free to view |
| 13 | PTR | 2015-12-16 3925d ago | 5 | 🔒Register for free to view |
| 14 | PTR | 2015-10-16 3986d ago | 4 | 🔒Register for free to view |
| 15 | PTR | 2015-09-15 4017d ago | 5 | 🔒Register for free to view |
| 16 | PTR | 2015-08-14 4049d ago | 5 | 🔒Register for free to view |
| 17 | PTR | 2015-07-13 4081d ago | 3 | 🔒Register for free to view |
| 18 | Annual | 2015-05-15 4140d ago | — | 🔒Register for free to view |
| 19 | PTR | 2015-05-14 4141d ago | 4 | 🔒Register for free to view |
| 20 | PTR | 2015-04-13 4172d ago | 2 | 🔒Register for free to view |
| 21 | PTR | 2015-03-13 4203d ago | 1 | 🔒Register for free to view |
| 22 | PTR | 2015-01-08 4267d ago | 2 | 🔒Register for free to view |
| 23 | PTR | 2014-12-09 4297d ago | 1 | 🔒Register for free to view |
| 24 | PTR | 2014-12-02 4304d ago | 1 | 🔒Register for free to view |
| 25 | PTR | 2014-11-13 4323d ago | 4 | 🔒Register for free to view |
| 26 | PTR | 2014-10-08 4359d ago | 8 | 🔒Register for free to view |
| 27 | PTR | 2014-08-14 4414d ago | 10 | 🔒Register for free to view |
| 28 | PTR | 2014-07-09 4450d ago | 1 | 🔒Register for free to view |
| 29 | PTR | 2014-06-09 4480d ago | 4 | 🔒Register for free to view |
| 30 | Annual | 2014-05-15 4505d ago | — | 🔒Register for free to view |
| 31 | PTR | 2014-05-14 4506d ago | 10 | 🔒Register for free to view |
| 32 | Annual | 2013-06-11 4843d ago | — | 🔒Register for free to view |
| 33 | Annual | 2012-05-15 5235d 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.