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 | Manassas VA GO Public Improvement Refunding govt security | $50K–$100K | 2026-07-07 | 2026-08-14 | PDF → |
| BUY | Virginia Beach VA GO Public Improvement Bond govt security | $100K–$250K | 2026-07-02 | 2026-08-14 | PDF → |
| BUY | Alexandria VA GO Capital Improvement Bonds R govt security | $50K–$100K | 2026-07-02 | 2026-08-14 | PDF → |
| BUY | PI PIMIX
mutual fund
|
$1K–$15K | 2025-12-31 | 2026-08-13 | PDF → |
| BUY | RS RSP
|
$15K–$50K | 2025-12-26 | 2026-08-13 | PDF → |
| BUY | AG AGG
|
$15K–$50K | 2025-12-24 | 2026-08-13 | PDF → |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-24 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2025-12-24 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $100K–$250K | 2025-12-23 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-17 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2025-12-04 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-01 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-01 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-11-28 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-11-26 | 2026-08-13 | 🔒 |
| SELL | 🔒Register for free to view | $500K–$1M | 2025-11-14 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $500K–$1M | 2025-11-10 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2025-11-06 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-11-03 | 2026-08-13 | 🔒 |
| SELL | 🔒Register for free to view | $1.0M–$5M | 2025-11-03 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-11-03 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-31 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2025-10-31 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-30 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2025-10-06 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2025-10-01 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-01 | 2026-08-13 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-01 | 2026-08-13 | 🔒 |
| SELL | 🔒Register for free to view | $1.0M–$5M | 2025-10-01 | 2026-08-13 | 🔒 |
| SELL | 🔒Register for free to view | $1.0M–$5M | 2025-10-01 | 2026-08-13 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 2026) — our best estimate of what Warner 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 | |
|---|---|---|---|---|---|---|
SP SPY |
recent | $23.0M | 30.5% | +177.1% | Aug 2017 | Oct 2025 |
VE VEA |
recent | $14.4M | 19.0% | +55.8% | Aug 2020 | Dec 2025 |
AG AGG |
recent | $13.1M | 17.4% | +3.5% | Aug 2019 | Dec 2025 |
RS RSP |
recent | $10.8M | 14.3% | +32.0% | Nov 2021 | Dec 2025 |
| 🔒Register for free to view | $7.5M | 9.9% | +61.5% | Aug 2018 | Jan 2024 | |
| 🔒Register for free to view | recent | $4.8M | 6.4% | +45.5% | Aug 2020 | Dec 2025 |
| 🔒Register for free to view | $1.8M | 2.3% | +90.6% | Aug 2017 | Mar 2021 | |
| 🔒Register for free to view | $159K | 0.2% | +16.4% | Aug 2023 | Aug 2023 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-08-14 30d ago | 3 | PDF → |
| 2 | Annual | 2026-08-13 31d ago | 90 | PDF → |
| 3 | PTR | 2026-01-16 240d ago | 2 | PDF → |
| 4 | Annual | 2025-08-13 396d ago | 119 | PDF → |
| 5 | PTR | 2024-11-12 670d ago | 1 | PDF → |
| 6 | PTR | 2024-09-16 727d ago | 1 | PDF → |
| 7 | PTR | 2024-08-19 755d ago | 1 | 🔒Register for free to view |
| 8 | Annual | 2024-08-13 761d ago | 120 | 🔒Register for free to view |
| 9 | PTR | 2024-02-16 940d ago | 8 | 🔒Register for free to view |
| 10 | PTR | 2024-01-16 971d ago | 18 | 🔒Register for free to view |
| 11 | PTR | 2023-12-19 999d ago | 30 | 🔒Register for free to view |
| 12 | PTR | 2023-09-12 1097d ago | 1 | 🔒Register for free to view |
| 13 | Annual | 2023-08-14 1126d ago LATE | 190 | 🔒Register for free to view |
| 14 | PTR | 2022-08-18 1487d ago | 1 | 🔒Register for free to view |
| 15 | Annual | 2022-08-15 1490d ago LATE | 215 | 🔒Register for free to view |
| 16 | PTR | 2022-02-18 1668d ago | 1 | 🔒Register for free to view |
| 17 | PTR | 2022-01-19 1698d ago | 2 | 🔒Register for free to view |
| 18 | PTR | 2021-11-17 1761d ago | 3 | 🔒Register for free to view |
| 19 | Annual | 2021-11-12 1766d ago LATE | 149 | 🔒Register for free to view |
| 20 | PTR | 2021-09-08 1831d ago | 1 | 🔒Register for free to view |
| 21 | PTR | 2021-07-14 1887d ago | 1 | 🔒Register for free to view |
| 22 | PTR | 2021-04-12 1980d ago | 1 | 🔒Register for free to view |
| 23 | PTR | 2021-03-10 2013d ago | 1 | 🔒Register for free to view |
| 24 | PTR | 2021-01-13 2069d ago | 1 | 🔒Register for free to view |
| 25 | PTR | 2020-12-09 2104d ago | 2 | 🔒Register for free to view |
| 26 | PTR | 2020-11-11 2132d ago | 1 | 🔒Register for free to view |
| 27 | Annual | 2020-08-13 2222d ago | 90 | 🔒Register for free to view |
| 28 | PTR | 2020-06-09 2287d ago | 1 | 🔒Register for free to view |
| 29 | PTR | 2020-05-11 2316d ago | 1 | 🔒Register for free to view |
| 30 | PTR | 2020-04-10 2347d ago | 2 | 🔒Register for free to view |
| 31 | PTR | 2020-03-12 2376d ago | 1 | 🔒Register for free to view |
| 32 | PTR | 2020-02-10 2407d ago | 1 | 🔒Register for free to view |
| 33 | PTR | 2019-12-10 2469d ago | 1 | 🔒Register for free to view |
| 34 | PTR | 2019-11-11 2498d ago | 1 | 🔒Register for free to view |
| 35 | PTR | 2019-10-08 2532d ago | 1 | 🔒Register for free to view |
| 36 | Annual | 2019-08-12 2589d ago | 153 | 🔒Register for free to view |
| 37 | PTR | 2019-08-12 2589d ago | 1 | 🔒Register for free to view |
| 38 | PTR | 2019-03-08 2746d ago | 3 | 🔒Register for free to view |
| 39 | PTR | 2019-01-09 2804d ago | 4 | 🔒Register for free to view |
| 40 | PTR | 2018-11-08 2866d ago | 1 | 🔒Register for free to view |
| 41 | PTR | 2018-10-10 2895d ago | 1 | 🔒Register for free to view |
| 42 | PTR | 2018-09-07 2928d ago | 4 | 🔒Register for free to view |
| 43 | Annual | 2018-08-10 2956d ago | 189 | 🔒Register for free to view |
| 44 | PTR | 2018-04-12 3076d ago | 1 | 🔒Register for free to view |
| 45 | PTR | 2018-02-27 3120d ago | 4 | 🔒Register for free to view |
| 46 | PTR | 2018-01-09 3169d ago | 1 | 🔒Register for free to view |
| 47 | PTR | 2017-12-08 3201d ago | 1 | 🔒Register for free to view |
| 48 | PTR | 2017-11-14 3225d ago | 6 | 🔒Register for free to view |
| 49 | Annual | 2017-08-10 3321d ago | 194 | 🔒Register for free to view |
| 50 | PTR | 2017-07-10 3352d ago | 2 | 🔒Register for free to view |
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.