Lamar Alexander

Following their disclosures vs. same money in SPY: -64.0 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	VW VWSUX mutual fund (spouse)	$50K–$100K	2020-10-30	2021-01-28	PDF →
SELL	DTC US Active Equity Common Trust Fund other (spouse)	$15K–$50K	2020-07-07	2021-01-28	PDF →
SELL	DTC International Equity Common Trust Fund other (spouse)	$15K–$50K	2020-07-07	2021-01-28	PDF →
SELL	VT VTAPX mutual fund (spouse)	$100K–$250K	2020-06-30	2021-01-28	PDF →
BUY	VW VWSUX mutual fund (spouse)	$100K–$250K	2020-06-30	2021-01-28	PDF →
BUY	VW VWSUX mutual fund (spouse)	$50K–$100K	2020-05-29	2021-01-28	PDF →
BUY	DTC US Active Equity Common Fund other (spouse)	$50K–$100K	2020-04-06	2021-01-28	PDF →
BUY	VW VWSUX mutual fund (spouse)	$15K–$50K	2020-03-31	2021-01-28	PDF →
SELL	LSFYX - Loomis Sayles Senior Floating Rate a other (spouse)	$100K–$250K	2020-03-26	2021-01-28	PDF →
SELL	DTC INTERNATIONAL EQUITY COMMON other (spouse)	$50K–$100K	2019-11-06	2020-08-12	PDF →
BUY	VTAPX - Vanguard Shrt-Term Infl-Prot Sec Idx other (spouse)	$15K–$50K	2019-10-31	2020-08-12	PDF →
BUY	LSFYX - Loomis Sayles Sr Floating Rate and F other (spouse)	$1K–$15K	2019-10-31	2020-08-12	PDF →
BUY	LSFYX - Loomis Sayles Sr Floating Rate and F other (spouse)	$1K–$15K	2019-04-30	2020-08-12	PDF →
BUY	DTC INTERNATIONAL EQUITY COMMON other (spouse)	$50K–$100K	2019-01-07	2020-08-12	PDF →
BUY	DTC US ACTIVE EQUITY FUND COMMON other (spouse)	$50K–$100K	2019-01-07	2020-08-12	PDF →
SELL	DTC Multi-Strategy Common Trust Fund other (spouse)	$15K–$50K	2018-12-31	2020-08-12 LATE	PDF →
SELL	VT VTAPX mutual fund (spouse)	$1K–$15K	2018-12-28	2020-08-12 LATE	PDF →
SELL	TORIX - Tortoise MLP & Pipeline Fund Institu other (spouse)	$50K–$100K	2018-12-28	2020-08-12 LATE	PDF →
SELL	ML MLPI other (spouse)	$15K–$50K	2018-12-28	2020-08-12 LATE	PDF →
BUY	VE VEXMX mutual fund (spouse)	$1K–$15K	2018-11-19	2020-08-12 LATE	PDF →
SELL	TORIX - Tortoise MLP & Pipeline Fund Institu other (spouse)	$1K–$15K	2018-11-16	2020-08-12 LATE	PDF →
SELL	LSFYX - Loomis Sayles Senior Floating Rate a other (spouse)	$1K–$15K	2018-11-16	2020-08-12 LATE	PDF →
SELL	VT VTAPX mutual fund (spouse)	$1K–$15K	2018-11-16	2020-08-12 LATE	PDF →
SELL	VF VFINX mutual fund (spouse)	$15K–$50K	2018-11-16	2020-08-12 LATE	PDF →
BUY	ML MLPI other (spouse)	$1K–$15K	2018-11-01	2020-08-12 LATE	PDF →
BUY	VI VIG (spouse)	$1K–$15K	2018-11-01	2020-08-12 LATE	PDF →
BUY	DTC International Equity Common Trust Fund other (spouse)	$15K–$50K	2018-10-04	2020-08-12 LATE	PDF →
BUY	VT VTAPX mutual fund (spouse)	$1K–$15K	2018-09-28	2020-08-12 LATE	PDF →
SELL	VIG - Vanguard Dividend Appreciation Index F (spouse)	$15K–$50K	2018-09-27	2020-08-12 LATE	PDF →
BUY	DTC International Equity Common Trust Fund other (spouse)	$1K–$15K	2018-07-06	2020-08-12 LATE	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Alexander 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
VI VIG		$213K	100.0%	+148.3%	May 2015	Nov 2018

Filings 23 on file · every disclosure Alexander has made