James E. Banks

Following their disclosures vs. same money in SPY: -39.3 pts

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.

Trades

	Ticker	Amount	Traded	Disclosed
SELL	PT PTON	$1K–$15K	2026-06-05	2026-06-07	PDF →
SELL	SB SBUX	$1K–$15K	2026-04-15	2026-04-20	PDF →
BUY	starbuck	$1K–$15K	2025-08-04	2025-08-10	PDF →
BUY	YU YUM other (joint)	$1K–$15K	2024-08-08	2025-08-10	PDF →
SELL	RBLX (joint)	$1K–$15K	2025-06-16	2025-06-26	PDF →
SELL	YU YUM other (joint)	$1K–$15K	2025-02-18	2025-03-10	PDF →
BUY	YU YUM	$1K–$15K	2024-08-08	2024-08-12	PDF →
BUY	PT PTON	$1K–$15K	2023-06-09	2023-06-21	PDF →
BUY	RB RBLX	$1K–$15K	2021-11-19	2021-12-13	PDF →
BUY	PT PTON	$1K–$15K	2021-11-15	2021-12-13	PDF →
BUY	PT PTON	$15K–$50K	2021-11-12	2021-12-13	PDF →
BUY	PT PTON	$1K–$15K	2021-11-12	2021-12-13	PDF →
SELL	RB RBLX	$1K–$15K	2021-11-09	2021-12-13	PDF →
BUY	RB RBLX	$15K–$50K	2021-11-02	2021-12-13	PDF →
SELL	RB RBLX	$15K–$50K	2021-10-26	2021-11-10	PDF →
BUY	RB RBLX	$1K–$15K	2021-09-30	2021-10-17	PDF →
SELL	F F	$1K–$15K	2021-09-28	2021-10-17	PDF →
BUY	RB RBLX	$1K–$15K	2021-09-13	2021-10-17	PDF →
SELL	RB RBLX	$1K–$15K	2021-09-09	2021-10-17	PDF →
SELL	KR KR	$1K–$15K	2021-09-02	2021-10-17	PDF →
SELL	SB SBUX	$1K–$15K	2021-09-02	2021-10-17	PDF →
BUY	F F	$1K–$15K	2021-08-30	2021-09-14	PDF →
BUY	RB RBLX	$1K–$15K	2021-08-30	2021-09-14	PDF →
SELL	RB RBLX	$1K–$15K	2021-08-25	2021-09-14	PDF →
BUY	RB RBLX	$1K–$15K	2021-06-25	2021-07-16	PDF →
SELL	KR KR	$1K–$15K	2021-06-22	2021-07-16	PDF →
BUY	RB RBLX	$1K–$15K	2021-06-25	2021-07-10	PDF →
SELL	KR KR	$1K–$15K	2021-06-22	2021-07-10	PDF →
BUY	KR KR	$1K–$15K	2021-05-20	2021-06-11	PDF →
BUY	KR KR	$1K–$15K	2021-04-05	2021-05-18	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Banks 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
AM AMZN		$142K	81.2%	+420.3%	Jul 2017	Jun 2017
RB RBLX		$14K	7.7%	-50.5%	Jul 2021	Nov 2021
KR KR		$11K	6.4%	+93.1%	Sep 2020	Sep 2021
YU YUM		$4K	2.5%	+13.4%	Aug 2024	Aug 2024
PT PTON	recent	$4K	2.2%	-68.5%	Dec 2021	Jun 2026

Filings 32 on file · every disclosure Banks has made