Joseph Manchin

Following their disclosures vs. same money in SPY: -182.2 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	VG VGIT	$1K–$15K	2024-12-19	2025-01-30	PDF →
BUY	VG VGIT (spouse)	$1K–$15K	2024-12-19	2025-01-30	PDF →
BUY	VG VGIT	$15K–$50K	2024-12-06	2025-01-30	PDF →
SELL	DF DFSTX mutual fund	$1K–$15K	2024-12-06	2025-01-30	PDF →
SELL	DF DFGEX mutual fund	$15K–$50K	2024-12-06	2025-01-30	PDF →
SELL	IE IEI	$1K–$15K	2024-12-06	2025-01-30	PDF →
SELL	DF DFSVX mutual fund	$15K–$50K	2024-12-06	2025-01-30	PDF →
BUY	VG VGIT (spouse)	$1K–$15K	2024-12-06	2025-01-30	PDF →
BUY	DF DFGR (spouse)	$15K–$50K	2024-12-06	2025-01-30	PDF →
SELL	DG DGEIX mutual fund (spouse)	$15K–$50K	2024-12-06	2025-01-30	PDF →
BUY	VG VGIT	$1K–$15K	2024-11-12	2025-01-30	PDF →
BUY	IE IEI	$1K–$15K	2024-11-12	2025-01-30	PDF →
BUY	IE IEI	$1K–$15K	2024-11-12	2025-01-30	PDF →
BUY	VG VGIT	$1K–$15K	2024-10-22	2025-01-30	PDF →
BUY	VG VGIT	$1K–$15K	2024-10-22	2025-01-30	PDF →
BUY	VG VGIT (spouse)	$1K–$15K	2024-10-03	2025-01-30	PDF →
BUY	Merrick Bank South Jordan UT CD 3.80% 9/20/2 other	$100K–$250K	2024-09-18	2025-01-30	PDF →
SELL	Charles Schwab Ba 5.20% 9/16/2024 other	$100K–$250K	2024-09-16	2025-01-30	PDF →
BUY	IE IEI	$1K–$15K	2024-07-03	2025-01-30	PDF →
BUY	US Treasury Note 4.125% 7/31/2028 govt security	$50K–$100K	2024-06-04	2025-01-30	PDF →
BUY	US Treasur Note 4.5% 5/15/2027 govt security	$50K–$100K	2024-06-04	2025-01-30	PDF →
SELL	US Treasury Note 2.50% 5/31/2024 govt security	$100K–$250K	2024-05-31	2025-01-30	PDF →
BUY	IE IEI	$1K–$15K	2024-05-01	2025-01-30	PDF →
BUY	VG VGIT	$1K–$15K	2024-05-01	2025-01-30	PDF →
BUY	Federal Farm Cr 4.375% 3/28/2030 other	$50K–$100K	2024-03-28	2025-01-30	PDF →
SELL	Wells Fargo Bank Natl Assn CD 2.95% 3/27/202 other	$50K–$100K	2024-03-27	2025-01-30	PDF →
BUY	US Treasury Note 4.00% 10/31/2029 govt security	$50K–$100K	2024-03-18	2025-01-30	PDF →
SELL	Axos Bank 5.10% 3/15/2024 other	$50K–$100K	2024-03-15	2025-01-30	PDF →
BUY	US Treasury Note 4.00% 10/31/2029 govt security	$50K–$100K	2024-02-14	2025-01-30	PDF →
SELL	Wells Fargo Bank Na Cd Mthly 3.10% 2/13/2024 other	$50K–$100K	2024-02-13	2025-01-30	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Manchin 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
VG VGIT		$172K	43.2%	+4.5%	Oct 2024	Dec 2024
HB HBAN		$126K	31.9%	+78.9%	May 2017	Apr 2017
IE IEI		$53K	13.3%	+4.5%	Oct 2024	Dec 2024
DF DFGR		$35K	8.7%	+11.1%	Oct 2024	Dec 2024
DF DFIS		$6K	1.4%	+47.4%	Oct 2024	Sep 2023
DF DFEM		$6K	1.4%	+45.0%	Oct 2024	Sep 2023

Filings 19 on file · every disclosure Manchin has made