Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
John James
Following their disclosures vs. same money in SPY: -11.2 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 | ||
|---|---|---|---|---|---|
| BUY |  SP SPCX
other
|
$15K–$50K | 2026-06-12 | 2026-07-12 | PDF → |
| SELL |  MS MS
|
$1K–$15K | 2024-09-04 | 2024-09-06 | PDF → |
| SELL |  NE NEE
|
$1K–$15K | 2024-09-04 | 2024-09-06 | PDF → |
| SELL |  NO NOC
|
$1K–$15K | 2024-09-04 | 2024-09-06 | PDF → |
| SELL |  MD MDLZ
|
$1K–$15K | 2024-09-04 | 2024-09-06 | PDF → |
| SELL |  NV NVDA
|
$1K–$15K | 2024-09-04 | 2024-09-06 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2024-09-04 | 2024-09-06 | 🔒 |
Estimated current holdings
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 2026) — our best estimate of what James 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 | |
|---|---|---|---|---|---|---|
 CA CAH |
$8K | 14.2% | +110.0% | Sep 2024 | Sep 2024 | |
| NV NVDA |
$8K | 13.7% | +102.5% | Sep 2024 | Sep 2024 | |
 XO XOM |
$6K | 10.5% | +53.3% | Sep 2024 | Nov 2023 | |
 ET ETN |
$6K | 10.3% | +50.4% | Sep 2024 | Nov 2023 | |
 EA EA |
$6K | 9.8% | +44.3% | Sep 2024 | Sep 2024 | |
 LV LVS |
$4K | 7.9% | +15.5% | Sep 2024 | Nov 2023 | |
| 🔒Register for free to view | $4K | 7.9% | +14.5% | Sep 2024 | Nov 2023 | |
| 🔒Register for free to view | $4K | 7.7% | +12.7% | Sep 2024 | Nov 2023 | |
| 🔒Register for free to view | $4K | 7.6% | +11.4% | Sep 2024 | Sep 2024 | |
| 🔒Register for free to view | $3K | 5.3% | -26.0% | Sep 2024 | Sep 2024 | |
| 🔒Register for free to view | $3K | 5.1% | -22.8% | Sep 2024 | Sep 2024 |
Filings 6 on file · every disclosure James has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-13 31d ago | — | PDF → |
| 2 | PTR | 2026-07-12 63d ago | 1 | PDF → |
| 3 | Annual | 2025-08-13 396d ago | — | PDF → |
| 4 | PTR | 2024-09-06 737d ago | 122 | 🔒Register for free to view |
| 5 | Annual | 2024-09-03 740d ago LATE | — | 🔒Register for free to view |
| 6 | PTR | 2024-09-02 741d ago | 144 | 🔒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.