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 | AB ABX
|
$1K–$15K | 2018-10-22 | 2018-11-01 | PDF → |
| SELL | CS CSCO
|
$1K–$15K | 2018-07-30 | 2018-08-02 | PDF → |
| SELL | F F
|
$1K–$15K | 2018-07-30 | 2018-08-02 | PDF → |
| SELL | GE GE
|
$1K–$15K | 2018-07-30 | 2018-08-02 | PDF → |
| SELL | XY XYL
|
$1K–$15K | 2018-07-30 | 2018-08-02 | PDF → |
| BUY | 🔒Register for free to view | $15K–$50K | 2018-07-30 | 2018-08-01 | 🔒 |
| BUY | 🔒Register for free to view | $100K–$250K | 2018-03-13 | 2018-03-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2017-06-16 | 2017-06-21 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2017-06-16 | 2017-06-21 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Speier 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 | |
|---|---|---|---|---|---|---|
SC SCHP |
$199K | 54.9% | +26.1% | Mar 2018 | Mar 2018 | |
ME META |
$102K | 28.0% | +270.7% | Aug 2018 | Jul 2018 | |
AA AAPL |
$38K | 10.5% | +884.3% | Jun 2017 | Jun 2017 | |
| 🔒Register for free to view | $20K | 5.5% | +412.9% | Jun 2017 | Jun 2017 | |
| 🔒Register for free to view | $4K | 1.1% | +2.0% | Sep 2020 | Oct 2018 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2022-08-05 1501d ago | — | PDF → |
| 2 | Annual | 2021-08-12 1859d ago | — | PDF → |
| 3 | Annual | 2020-08-06 2230d ago | — | PDF → |
| 4 | Annual | 2019-06-14 2649d ago | — | PDF → |
| 5 | PTR | 2018-11-01 2874d ago | 1 | PDF → |
| 6 | PTR | 2018-08-02 2965d ago | 4 | PDF → |
| 7 | PTR | 2018-08-01 2966d ago | 1 | 🔒Register for free to view |
| 8 | Annual | 2018-07-16 2982d ago | — | 🔒Register for free to view |
| 9 | PTR | 2018-03-13 3107d ago | 1 | 🔒Register for free to view |
| 10 | Annual | 2017-07-27 3336d ago | — | 🔒Register for free to view |
| 11 | PTR | 2017-06-21 3372d ago | 2 | 🔒Register for free to view |
| 12 | Annual | 2016-08-03 3694d ago | — | 🔒Register for free to view |
| 13 | Annual | 2015-08-13 4050d ago | — | 🔒Register for free to view |
| 14 | Annual | 2014-08-13 4415d ago | — | 🔒Register for free to view |
| 15 | Annual | 2013-08-13 4780d ago | — | 🔒Register for free to view |
| 16 | Annual | 2012-07-09 5180d 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.