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 | ES ESRX
|
$1K–$15K | 2018-10-05 | 2018-11-07 | PDF → |
| SELL | GM GM
|
$1K–$15K | 2018-10-05 | 2018-11-07 | PDF → |
| SELL | KR KR
|
$1K–$15K | 2018-10-05 | 2018-11-07 | PDF → |
| SELL | LY LYB
|
$1K–$15K | 2018-10-05 | 2018-11-07 | PDF → |
| SELL | MT MTD
|
$1K–$15K | 2018-10-05 | 2018-11-07 | PDF → |
| SELL | MA MA
|
$1K–$15K | 2018-10-05 | 2018-11-07 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-10-05 | 2018-11-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2018-09-24 | 2018-10-09 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-09-18 | 2018-10-09 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-09-18 | 2018-10-09 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-09-18 | 2018-10-09 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-09-18 | 2018-10-09 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2018-09-17 | 2018-10-09 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Palmer 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 | |
|---|---|---|---|---|---|---|
RG RGC |
$79K | 5.8% | +1943.5% | Jul 2021 | Apr 2017 | |
AV AVGO |
$69K | 5.0% | +1676.1% | Oct 2018 | Apr 2017 | |
MP MPC |
$66K | 4.8% | +513.0% | Oct 2018 | Oct 2018 | |
MS MS |
$45K | 3.3% | +485.1% | Oct 2018 | Aug 2018 | |
WD WDC |
$42K | 3.1% | +994.1% | Oct 2018 | Aug 2017 | |
TJ TJX |
$39K | 2.8% | +152.1% | Oct 2018 | Sep 2018 | |
IR IRM |
$39K | 2.8% | +402.0% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $37K | 2.7% | +862.9% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $36K | 2.6% | +365.0% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $36K | 2.6% | +363.1% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $34K | 2.5% | +122.4% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $34K | 2.5% | +193.5% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $34K | 2.4% | +188.5% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $29K | 2.1% | +279.4% | Oct 2018 | Sep 2018 | |
| 🔒Register for free to view | $27K | 2.0% | +605.4% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $27K | 1.9% | +129.6% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $26K | 1.9% | +120.7% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $23K | 1.7% | +488.8% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $22K | 1.6% | +188.9% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $22K | 1.6% | +177.8% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $22K | 1.6% | +518.9% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $22K | 1.6% | +465.2% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $21K | 1.5% | +445.0% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $20K | 1.5% | +160.0% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $20K | 1.4% | +166.1% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $20K | 1.4% | +141.8% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $19K | 1.4% | +151.6% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $18K | 1.3% | +57.6% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $18K | 1.3% | +367.9% | Oct 2018 | Apr 2018 | |
| 🔒Register for free to view | $18K | 1.3% | +133.4% | Oct 2018 | Oct 2017 | |
| 🔒Register for free to view | $18K | 1.3% | +53.9% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $18K | 1.3% | +132.3% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $17K | 1.3% | +125.7% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $17K | 1.2% | +334.0% | Oct 2018 | Nov 2017 | |
| 🔒Register for free to view | $16K | 1.1% | +300.1% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $15K | 1.1% | +282.5% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $14K | 1.0% | +84.3% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $14K | 1.0% | +80.4% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $13K | 1.0% | +72.9% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $13K | 1.0% | +278.2% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $12K | 0.9% | +5.0% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $12K | 0.9% | +204.5% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $12K | 0.8% | +49.7% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $12K | 0.8% | +55.7% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $11K | 0.8% | +173.0% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $11K | 0.8% | +171.9% | Oct 2018 | Jul 2018 | |
| 🔒Register for free to view | $10K | 0.8% | +40.5% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $10K | 0.7% | +152.5% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $10K | 0.7% | +152.3% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $10K | 0.7% | +146.4% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $9K | 0.6% | +126.2% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $9K | 0.6% | +119.9% | Oct 2018 | Jun 2017 | |
| 🔒Register for free to view | $8K | 0.6% | +103.8% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $8K | 0.6% | +110.0% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $8K | 0.6% | -2.9% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $7K | 0.5% | +83.5% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $7K | 0.5% | +82.5% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $7K | 0.5% | +74.4% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $7K | 0.5% | +69.4% | Oct 2018 | Jul 2018 | |
| 🔒Register for free to view | $6K | 0.5% | -16.7% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $6K | 0.5% | -45.4% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $6K | 0.4% | +58.7% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $6K | 0.4% | +47.2% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $5K | 0.4% | +32.1% | Oct 2018 | Jan 2018 | |
| 🔒Register for free to view | $5K | 0.4% | +29.8% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $5K | 0.4% | +27.0% | Oct 2018 | Jul 2018 | |
| 🔒Register for free to view | $5K | 0.4% | -57.8% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $5K | 0.4% | +25.4% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $4K | 0.3% | -43.1% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $4K | 0.3% | +12.2% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $4K | 0.3% | -5.3% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $4K | 0.3% | +0.1% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $3K | 0.3% | -55.1% | Oct 2018 | Aug 2018 | |
| 🔒Register for free to view | $3K | 0.2% | -29.6% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $2K | 0.2% | -42.6% | Oct 2018 | Apr 2017 | |
| 🔒Register for free to view | $2K | 0.2% | -38.4% | Oct 2018 | Oct 2018 | |
| 🔒Register for free to view | $2K | 0.2% | -45.1% | Oct 2018 | Aug 2018 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-04-15 152d ago | — | PDF → |
| 2 | Annual | 2025-05-05 497d ago | — | PDF → |
| 3 | Annual | 2024-05-07 860d ago | — | PDF → |
| 4 | Annual | 2023-05-08 1225d ago | — | PDF → |
| 5 | Annual | 2022-05-14 1584d ago | — | PDF → |
| 6 | Annual | 2021-05-28 1935d ago | — | PDF → |
| 7 | Annual | 2020-07-21 2246d ago | — | 🔒Register for free to view |
| 8 | Annual | 2019-09-10 2561d ago LATE | — | 🔒Register for free to view |
| 9 | PTR | 2018-11-07 2868d ago | 24 | 🔒Register for free to view |
| 10 | PTR | 2018-10-09 2897d ago | 8 | 🔒Register for free to view |
| 11 | PTR | 2018-09-29 2907d ago | 201 | 🔒Register for free to view |
| 12 | Annual | 2018-07-15 2983d ago | — | 🔒Register for free to view |
| 13 | Annual | 2017-05-07 3417d ago | — | 🔒Register for free to view |
| 14 | Annual | 2016-05-20 3769d ago | — | 🔒Register for free to view |
| 15 | Annual | 2015-05-14 4141d ago | — | 🔒Register for free to view |
| 16 | Annual | 2013-12-11 4660d 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.