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 | 57 571903BM4
corporate bond
|
$15K–$50K | 2026-04-08 | 2026-04-14 | PDF → |
| BUY | IO IONQ
|
$1K–$15K | 2026-03-18 | 2026-04-14 | PDF → |
| SELL | SN SNV
|
$15K–$50K | 2025-02-19 | 2025-04-04 | PDF → |
| SELL | SN SNV
|
$15K–$50K | 2024-03-28 | 2024-04-06 | PDF → |
| BUY | SN SNV
|
$15K–$50K | 2024-02-16 | 2024-03-15 | PDF → |
| SELL | SN SNV
|
$1K–$15K | 2023-07-03 | 2023-08-09 | PDF → |
| BUY | 🔒Register for free to view | $1K–$15K | 2023-02-17 | 2023-03-15 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2023-02-06 | 2023-03-15 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-08-25 | 2022-09-27 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-02-23 | 2022-03-03 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-02-09 | 2022-03-03 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-02-08 | 2022-03-03 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-03-10 | 2022-03-03 LATE | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2021-03-09 | 2021-04-02 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-02-08 | 2021-02-24 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-02-07 | 2021-02-24 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-02-06 | 2021-02-24 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-11-11 | 2020-11-20 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-02-06 | 2020-04-24 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-02-08 | 2019-08-13 LATE | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Steube 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 | |
|---|---|---|---|---|---|---|
SN SNV |
$40K | 91.9% | +42.7% | Aug 2019 | Feb 2025 | |
| 🔒Register for free to view | recent | $4K | 8.1% | -8.6% | Apr 2026 | Mar 2026 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-12 33d ago | — | PDF → |
| 2 | PTR | 2026-04-14 153d ago | 2 | PDF → |
| 3 | Annual | 2025-08-11 399d ago | — | PDF → |
| 4 | PTR | 2025-04-04 528d ago | 1 | PDF → |
| 5 | Annual | 2024-08-12 763d ago | — | PDF → |
| 6 | PTR | 2024-04-06 891d ago | 1 | PDF → |
| 7 | PTR | 2024-03-15 913d ago | 1 | 🔒Register for free to view |
| 8 | PTR | 2023-08-09 1132d ago | 1 | 🔒Register for free to view |
| 9 | Annual | 2023-08-09 1132d ago | — | 🔒Register for free to view |
| 10 | PTR | 2023-03-15 1279d ago | 2 | 🔒Register for free to view |
| 11 | PTR | 2022-09-27 1448d ago | 1 | 🔒Register for free to view |
| 12 | Annual | 2022-08-10 1496d ago | — | 🔒Register for free to view |
| 13 | PTR | 2022-03-03 1656d ago | 4 | 🔒Register for free to view |
| 14 | Annual | 2021-08-05 1866d ago | — | 🔒Register for free to view |
| 15 | PTR | 2021-04-02 1991d ago | 1 | 🔒Register for free to view |
| 16 | PTR | 2021-02-24 2028d ago | 3 | 🔒Register for free to view |
| 17 | PTR | 2020-11-20 2124d ago | 1 | 🔒Register for free to view |
| 18 | Annual | 2020-08-12 2224d ago | — | 🔒Register for free to view |
| 19 | PTR | 2020-04-24 2334d ago | 1 | 🔒Register for free to view |
| 20 | PTR | 2019-08-13 2589d ago | 1 | 🔒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.