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 | BA BAC
|
$1K–$15K | 2026-07-20 | 2026-07-20 | PDF → |
| SELL | XO XOM
|
$15K–$50K | 2026-07-20 | 2026-07-20 | PDF → |
| SELL | HD HD
|
$15K–$50K | 2026-07-20 | 2026-07-20 | PDF → |
| BUY | 🔒Register for free to view | $50K–$100K | 2023-02-22 | 2023-03-05 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2017-08-22 | 2017-09-01 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2016-11-29 | 2017-01-17 LATE | 🔒 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-07-20 56d ago | 3 | PDF → |
| 2 | Annual | 2026-07-01 75d ago | — | PDF → |
| 3 | Annual | 2025-06-24 447d ago | — | PDF → |
| 4 | Annual | 2024-06-04 832d ago | — | PDF → |
| 5 | Annual | 2023-06-09 1193d ago | — | PDF → |
| 6 | PTR | 2023-03-05 1289d ago | 1 | PDF → |
| 7 | Annual | 2022-07-12 1525d ago | — | 🔒Register for free to view |
| 8 | Annual | 2021-08-12 1859d ago | — | 🔒Register for free to view |
| 9 | Annual | 2020-08-07 2229d ago | — | 🔒Register for free to view |
| 10 | Annual | 2019-05-13 2681d ago | — | 🔒Register for free to view |
| 11 | Annual | 2018-05-14 3045d ago | — | 🔒Register for free to view |
| 12 | PTR | 2017-09-01 3300d ago | 1 | 🔒Register for free to view |
| 13 | Annual | 2017-06-13 3380d ago | — | 🔒Register for free to view |
| 14 | PTR | 2017-01-17 3527d ago | 1 | 🔒Register for free to view |
| 15 | Annual | 2016-06-15 3743d ago | — | 🔒Register for free to view |
| 16 | Annual | 2015-06-15 4109d ago | — | 🔒Register for free to view |
| 17 | Annual | 2014-06-04 4485d ago | — | 🔒Register for free to view |
| 18 | Annual | 2013-05-15 4870d ago | — | 🔒Register for free to view |
| 19 | Annual | 2012-07-17 5172d 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.