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 | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-12-24 | 2026-05-15 | PDF → |
| BUY | DO DODGX
mutual fund
|
$1K–$15K | 2025-12-18 | 2026-05-15 | PDF → |
| BUY | PR PRWCX
mutual fund
(spouse)
|
$1K–$15K | 2025-12-17 | 2026-05-15 | PDF → |
| BUY | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-12-12 | 2026-05-15 | PDF → |
| BUY | CD CDDRX
mutual fund
|
$1K–$15K | 2025-12-11 | 2026-05-15 | PDF → |
| BUY | CDDRX - Columbia Dividend Income Fund - Colu other (spouse) | $1K–$15K | 2025-12-11 | 2026-05-15 | PDF → |
| BUY | RP RPMGX
mutual fund
(spouse)
|
$1K–$15K | 2025-12-11 | 2026-05-15 | PDF → |
| SELL | Vanguard Aggressive Growth Portfolio other | $1K–$15K | 2025-12-04 | 2026-05-15 | PDF → |
| BUY | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-11-26 | 2026-05-15 | PDF → |
| BUY | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-11-14 | 2026-05-15 | PDF → |
| BUY | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-10-31 | 2026-05-15 | PDF → |
| BUY | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-10-17 | 2026-05-15 | PDF → |
| BUY | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-10-03 | 2026-05-15 | PDF → |
| BUY | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-09-18 | 2026-05-15 | PDF → |
| SELL | VTI - Vanguard Total Stock Market Index Fund (joint) | $15K–$50K | 2025-09-05 | 2026-05-15 | PDF → |
| BUY | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-09-04 | 2026-05-15 | PDF → |
| BUY | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-08-21 | 2026-05-15 | PDF → |
| BUY | Principal Lifetime Hybrid 2045 Fund other (spouse) | $1K–$15K | 2025-08-07 | 2026-05-15 | PDF → |
| BUY | IEFA - iShares Core MSCI EAFE ETF | $1K–$15K | 2025-07-30 | 2026-05-15 | PDF → |
| BUY | VIG - Vanguard Dividend Appreciation Index F | $1K–$15K | 2025-07-30 | 2026-05-15 | PDF → |
| BUY | SG SGOV
|
$1K–$15K | 2025-07-30 | 2026-05-15 | PDF → |
| BUY | VUG - Vanguard Growth Index Fund - ETF Share | $1K–$15K | 2025-07-30 | 2026-05-15 | PDF → |
| BUY | IE IEFA
|
$1K–$15K | 2025-07-30 | 2026-05-15 | PDF → |
| BUY | VTV - Vanguard Value Index Fund - ETF Shares | $1K–$15K | 2025-07-30 | 2026-05-15 | PDF → |
| BUY | VWO - Vanguard Emerging Markets Stock Index | $1K–$15K | 2025-07-30 | 2026-05-15 | PDF → |
| SELL | VX VXUS
|
$15K–$50K | 2025-07-30 | 2026-05-15 | PDF → |
| BUY | IAU - iShares Gold Trust Shares other | $1K–$15K | 2025-07-30 | 2026-05-15 | PDF → |
| SELL | VT VTI
|
$15K–$50K | 2025-07-30 | 2026-05-15 | PDF → |
| SELL | VUG - Vanguard Growth Index Fund - ETF Share | $1K–$15K | 2025-07-30 | 2026-05-15 | PDF → |
| SELL | NWJVX - Nationwide Loomis Short Term Bond Fu other | $1K–$15K | 2025-07-30 | 2026-05-15 | PDF → |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Hawley 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 | |
|---|---|---|---|---|---|---|
VT VTV |
$78K | 28.7% | +82.2% | Nov 2022 | Nov 2021 | |
VW VWO |
$62K | 22.8% | +78.5% | Nov 2022 | Aug 2021 | |
IE IEFA |
recent | $42K | 15.5% | +81.7% | Nov 2022 | Jul 2025 |
VT VTI |
recent | $30K | 10.9% | +72.5% | Dec 2023 | Jul 2025 |
VX VXUS |
recent | $26K | 9.4% | +62.7% | Dec 2023 | Jul 2025 |
VU VUG |
$20K | 7.3% | +155.9% | Nov 2022 | Feb 2020 | |
IJ IJR |
$6K | 2.2% | +56.0% | Nov 2022 | Dec 2020 | |
IS ISTB |
$5K | 1.7% | +19.0% | Nov 2022 | Dec 2020 | |
SG SGOV |
recent | $4K | 1.4% | +1.0% | May 2026 | Jul 2025 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-05-15 167d ago | 58 | PDF → |
| 2 | Annual | 2025-05-15 532d ago | 37 | PDF → |
| 3 | Annual | 2024-05-15 897d ago | 31 | PDF → |
| 4 | Annual | 2023-12-06 1058d ago LATE | 13 | PDF → |
| 5 | Annual | 2022-11-01 1458d ago LATE | 22 | PDF → |
| 6 | Annual | 2022-11-01 1458d ago LATE | 29 | PDF → |
| 7 | Annual | 2022-11-01 1458d ago LATE | 22 | PDF → |
| 8 | Annual | 2020-05-26 2347d ago LATE | 53 | PDF → |
Source: the Secretary of the Senate, 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.
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