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 | BR BRK.B
|
$15K–$50K | 2025-10-14 | 2025-10-21 | PDF → |
| SELL | BR BRK.B
|
$15K–$50K | 2025-03-05 | 2025-03-11 | PDF → |
| SELL | BR BRK.B
|
$15K–$50K | 2024-08-27 | 2024-09-05 | PDF → |
| SELL | MERRILL LYNCH #806 District of Columbia Wtr govt security | $15K–$50K | 2024-05-13 | 2024-05-21 | PDF → |
| SELL | GO BOND 4.0% JUN01 2036 govt security | $50K–$100K | 2024-05-13 | 2024-05-21 | PDF → |
| SELL | BR BRK.B
|
$1K–$15K | 2024-04-08 | 2024-05-13 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-04-08 | 2024-05-13 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-04-04 | 2024-04-15 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2023-10-13 | 2023-10-24 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2023-04-03 | 2023-05-04 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2021-03-01 | 2021-04-12 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2020-06-01 | 2020-07-09 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2020-02-25 | 2020-03-07 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2020-02-25 | 2020-03-07 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2019-06-13 | 2019-07-08 | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2018-09-12 | 2018-09-14 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2018-08-15 | 2018-09-06 | 🔒 |
| BUY | 🔒Register for free to view | $100K–$250K | 2016-08-31 | 2016-09-01 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2015-03-23 | 2015-03-31 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Norton 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 | |
|---|---|---|---|---|---|---|
BR BRK.B |
recent | $434K | 100.0% | +238.6% | Sep 2016 | Oct 2025 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-05-12 125d ago | — | PDF → |
| 2 | PTR | 2025-10-21 328d ago | 1 | PDF → |
| 3 | Annual | 2025-05-07 495d ago | — | PDF → |
| 4 | PTR | 2025-03-11 552d ago | 1 | PDF → |
| 5 | PTR | 2024-09-05 739d ago | 1 | PDF → |
| 6 | PTR | 2024-05-21 846d ago | 2 | PDF → |
| 7 | PTR | 2024-05-13 854d ago | 1 | 🔒Register for free to view |
| 8 | PTR | 2024-05-13 854d ago | 1 | 🔒Register for free to view |
| 9 | Annual | 2024-05-02 865d ago | — | 🔒Register for free to view |
| 10 | PTR | 2024-04-15 882d ago | 1 | 🔒Register for free to view |
| 11 | PTR | 2023-10-24 1056d ago | 1 | 🔒Register for free to view |
| 12 | PTR | 2023-05-04 1229d ago | 1 | 🔒Register for free to view |
| 13 | Annual | 2023-05-04 1229d ago | — | 🔒Register for free to view |
| 14 | Annual | 2022-05-10 1588d ago | — | 🔒Register for free to view |
| 15 | Annual | 2021-05-11 1952d ago | — | 🔒Register for free to view |
| 16 | PTR | 2021-04-12 1981d ago | 1 | 🔒Register for free to view |
| 17 | Annual | 2020-07-30 2237d ago | — | 🔒Register for free to view |
| 18 | PTR | 2020-07-09 2258d ago | 1 | 🔒Register for free to view |
| 19 | PTR | 2020-03-07 2382d ago | 2 | 🔒Register for free to view |
| 20 | PTR | 2019-07-08 2625d ago | 1 | 🔒Register for free to view |
| 21 | Annual | 2019-05-07 2687d ago | — | 🔒Register for free to view |
| 22 | PTR | 2018-09-14 2922d ago | 1 | 🔒Register for free to view |
| 23 | PTR | 2018-09-06 2930d ago | 1 | 🔒Register for free to view |
| 24 | Annual | 2018-05-08 3051d ago | — | 🔒Register for free to view |
| 25 | Annual | 2017-05-09 3415d ago | — | 🔒Register for free to view |
| 26 | PTR | 2016-09-01 3665d ago | 1 | 🔒Register for free to view |
| 27 | Annual | 2016-05-11 3778d ago | — | 🔒Register for free to view |
| 28 | Annual | 2015-05-04 4151d ago | — | 🔒Register for free to view |
| 29 | PTR | 2015-03-31 4185d ago | 1 | 🔒Register for free to view |
| 30 | Annual | 2014-05-07 4513d ago | — | 🔒Register for free to view |
| 31 | Annual | 2013-05-08 4877d ago | — | 🔒Register for free to view |
| 32 | Annual | 2012-04-30 5250d 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.