Kelly Loeffler

Following their disclosures vs. same money in SPY: -48.3 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
BUY	Fidelity Contrafund Commingled Pool other (spouse)	$1K–$15K	2021-01-19	2021-05-19	PDF →
BUY	VS VSTSX mutual fund (spouse)	$1K–$15K	2021-01-19	2021-05-19	PDF →
BUY	DO DODGX mutual fund (spouse)	$1K–$15K	2021-01-19	2021-05-19	PDF →
SELL	SC SCANX mutual fund	$15K–$50K	2021-01-15	2021-05-19	PDF →
SELL	SC SCDZX mutual fund (spouse)	$1K–$15K	2020-12-29	2021-05-19	PDF →
SELL	SC SCDZX mutual fund (spouse)	$1K–$15K	2020-12-29	2021-05-19	PDF →
SELL	🔒Register for free to view	$5.0M–$25M	2020-12-17	2021-05-19	🔒
BUY	🔒Register for free to view	$1.0M–$5M	2020-12-16	2021-05-19	🔒
BUY	🔒Register for free to view	$15K–$50K	2020-12-15	2021-05-19	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-12-11	2021-05-19	🔒
SELL	🔒Register for free to view	$50K–$100K	2020-12-11	2021-05-19	🔒
BUY	🔒Register for free to view	$15K–$50K	2020-12-10	2021-05-19	🔒
BUY	🔒Register for free to view	$50K–$100K	2020-12-08	2021-05-19	🔒
BUY	🔒Register for free to view	$100K–$250K	2020-12-04	2021-05-19	🔒
BUY	🔒Register for free to view	$15K–$50K	2020-12-03	2021-05-19	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-11-25	2021-05-19	🔒
SELL	🔒Register for free to view	$1.0M–$5M	2020-11-24	2021-05-19	🔒
BUY	🔒Register for free to view	$1.0M–$5M	2020-11-12	2021-05-19	🔒
BUY	🔒Register for free to view	$500K–$1M	2020-11-12	2021-05-19	🔒
BUY	🔒Register for free to view	$1.0M–$5M	2020-10-23	2021-05-19	🔒
BUY	🔒Register for free to view	$5.0M–$25M	2020-10-13	2021-05-19	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-09-22	2021-05-19	🔒
BUY	🔒Register for free to view	$500K–$1M	2020-09-14	2021-05-19	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-08-25	2021-05-19	🔒
SELL	🔒Register for free to view	$15K–$50K	2020-08-25	2021-05-19	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-08-13	2021-05-19	🔒
SELL	🔒Register for free to view	$1K–$15K	2020-08-03	2021-05-19	🔒
SELL	🔒Register for free to view	$1.0M–$5M	2020-07-01	2021-05-19	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-06-17	2021-05-19	🔒
BUY	🔒Register for free to view	$1.0M–$5M	2020-06-09	2021-05-19	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Loeffler 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
DF DFS		$5.7M	24.3%	+379.9%	Feb 2020	Apr 2020
IW IWF		$4.5M	19.0%	+99.3%	May 2021	Apr 2020
IW IWD		$4.0M	16.9%	+77.6%	May 2021	Apr 2020
CV CVX		$1.7M	7.3%	+213.9%	Apr 2020	Apr 2020
DD DD		$1.2M	5.3%	+181.9%	Apr 2020	Apr 2020
DA DAL		$1.2M	4.9%	+266.8%	May 2020	Apr 2020
EM EMR		$945K	4.0%	+222.0%	May 2020	Apr 2020
🔒Register for free to view		$574K	2.4%	+104.3%	Apr 2020	Apr 2020
🔒Register for free to view		$544K	2.3%	+218.9%	Mar 2020	Apr 2020
🔒Register for free to view		$431K	1.8%	+265.8%	May 2020	Apr 2020
🔒Register for free to view		$369K	1.6%	+276.1%	May 2020	Apr 2020
🔒Register for free to view		$322K	1.4%	+215.4%	May 2020	Apr 2020
🔒Register for free to view		$283K	1.2%	+934.2%	May 2020	Apr 2020
🔒Register for free to view		$281K	1.2%	+186.2%	Mar 2023	Apr 2020
🔒Register for free to view		$276K	1.2%	+289.9%	May 2020	Apr 2020
🔒Register for free to view		$222K	0.9%	+40.3%	May 2021	Apr 2020
🔒Register for free to view		$187K	0.8%	+18.1%	May 2021	Apr 2020
🔒Register for free to view		$121K	0.5%	+340.3%	May 2020	Apr 2020
🔒Register for free to view		$94K	0.4%	+200.2%	May 2020	Apr 2020
🔒Register for free to view		$79K	0.3%	+187.2%	May 2020	Apr 2020
🔒Register for free to view		$75K	0.3%	+6.5%	May 2020	Apr 2020
🔒Register for free to view		$65K	0.3%	+138.9%	May 2020	Apr 2020
🔒Register for free to view		$65K	0.3%	+138.8%	May 2020	Apr 2020
🔒Register for free to view		$55K	0.2%	+99.2%	May 2020	Apr 2020
🔒Register for free to view		$49K	0.2%	-10.5%	May 2020	Apr 2020
🔒Register for free to view		$40K	0.2%	+47.1%	May 2020	Apr 2020
🔒Register for free to view		$37K	0.2%	+35.6%	May 2020	Apr 2020
🔒Register for free to view		$30K	0.1%	+682.1%	May 2020	Apr 2020
🔒Register for free to view		$23K	0.1%	+497.3%	May 2020	Apr 2020
🔒Register for free to view		$23K	0.1%	+482.1%	May 2020	Apr 2020
🔒Register for free to view		$13K	0.1%	+237.8%	May 2020	Apr 2020
🔒Register for free to view		$9K	0.0%	+136.2%	May 2020	Apr 2020
🔒Register for free to view		$8K	0.0%	+97.6%	May 2021	May 2020
🔒Register for free to view		$5K	0.0%	+27.4%	May 2020	Apr 2020
🔒Register for free to view		$2K	0.0%	-39.2%	May 2020	Apr 2020

Filings 13 on file · every disclosure Loeffler has made