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 | Lifepath Index 2035 K Fund other | $1K–$15K | 2021-05-17 | 2021-05-30 | PDF → |
| SELL | Millennium Trust Company Traditional IRA other | $1K–$15K | 2021-05-04 | 2021-05-30 | PDF → |
| BUY | VEA other | $1K–$15K | 2021-04-19 | 2021-04-25 | PDF → |
| BUY | SCHD other | $15K–$50K | 2021-04-12 | 2021-04-16 | PDF → |
| BUY | LARCX other | $1K–$15K | 2021-03-30 | 2021-04-10 | PDF → |
| SELL | REgL other | $1K–$15K | 2021-03-15 | 2021-04-10 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-11-25 | 2020-12-26 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-02-12 | 2019-03-16 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2018-12-24 | 2019-01-25 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-08-30 | 2018-09-29 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2018-08-23 | 2018-09-19 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2018-08-21 | 2018-09-19 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2017-08-15 | 2017-09-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2017-08-15 | 2017-09-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2017-08-15 | 2017-09-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2017-08-15 | 2017-09-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2017-08-15 | 2017-09-05 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Jeffries 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 | |
|---|---|---|---|---|---|---|
RE REGL |
$52K | 54.1% | +90.0% | Sep 2018 | Aug 2018 | |
IU IUSG |
$16K | 16.8% | +317.6% | Sep 2017 | Aug 2017 | |
IU IUSV |
$11K | 11.0% | +172.8% | Sep 2017 | Aug 2017 | |
| 🔒Register for free to view | $9K | 9.0% | +123.0% | Sep 2017 | Aug 2017 | |
| 🔒Register for free to view | $5K | 4.8% | +18.5% | Sep 2017 | Aug 2017 | |
| 🔒Register for free to view | $4K | 4.3% | +6.9% | Sep 2017 | Aug 2017 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-05-15 122d ago | — | PDF → |
| 2 | Annual | 2025-05-14 488d ago | — | PDF → |
| 3 | Annual | 2024-05-14 853d ago | — | PDF → |
| 4 | Annual | 2023-05-15 1218d ago | — | PDF → |
| 5 | Annual | 2022-05-15 1583d ago | — | PDF → |
| 6 | Annual | 2021-08-10 1861d ago | — | PDF → |
| 7 | PTR | 2021-05-30 1933d ago | 2 | 🔒Register for free to view |
| 8 | PTR | 2021-04-25 1968d ago | 1 | 🔒Register for free to view |
| 9 | PTR | 2021-04-16 1977d ago | 1 | 🔒Register for free to view |
| 10 | PTR | 2021-04-10 1983d ago | 1 | 🔒Register for free to view |
| 11 | PTR | 2021-04-10 1983d ago | 1 | 🔒Register for free to view |
| 12 | PTR | 2020-12-26 2088d ago | 1 | 🔒Register for free to view |
| 13 | Annual | 2020-08-10 2226d ago | — | 🔒Register for free to view |
| 14 | Annual | 2019-05-15 2679d ago | — | 🔒Register for free to view |
| 15 | PTR | 2019-03-16 2739d ago | 1 | 🔒Register for free to view |
| 16 | PTR | 2019-01-25 2789d ago | 1 | 🔒Register for free to view |
| 17 | PTR | 2018-09-29 2907d ago | 1 | 🔒Register for free to view |
| 18 | PTR | 2018-09-19 2917d ago | 2 | 🔒Register for free to view |
| 19 | Annual | 2018-05-15 3044d ago | — | 🔒Register for free to view |
| 20 | PTR | 2017-09-05 3296d ago | 5 | 🔒Register for free to view |
| 21 | Annual | 2017-05-15 3409d ago | — | 🔒Register for free to view |
| 22 | Annual | 2016-05-16 3773d ago | — | 🔒Register for free to view |
| 23 | Annual | 2015-05-12 4143d ago | — | 🔒Register for free to view |
| 24 | Annual | 2014-05-15 4505d ago | — | 🔒Register for free to view |
| 25 | Annual | 2013-05-15 4870d ago | — | 🔒Register for free to view |
| 26 | Annual | 2012-10-18 5079d 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.