Mark R Warner

Following their disclosures vs. same money in SPY: -104.2 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	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	VI VIOV	$1K–$15K	2025-12-24	2026-08-13	PDF →
BUY	VB VB	$15K–$50K	2025-12-24	2026-08-13	PDF →
BUY	VE VEA	$100K–$250K	2025-12-23	2026-08-13	PDF →
BUY	GW GWMIX mutual fund	$1K–$15K	2025-12-17	2026-08-13	PDF →
BUY	AG AGG	$15K–$50K	2025-12-04	2026-08-13	PDF →
BUY	PI PIMIX mutual fund	$1K–$15K	2025-12-01	2026-08-13	PDF →
BUY	VW VWIUX mutual fund	$1K–$15K	2025-12-01	2026-08-13	PDF →
BUY	PI PIMIX mutual fund	$1K–$15K	2025-11-28	2026-08-13	PDF →
BUY	GW GWMIX mutual fund	$1K–$15K	2025-11-26	2026-08-13	PDF →
SELL	GW GWMIX mutual fund	$500K–$1M	2025-11-14	2026-08-13	PDF →
BUY	Riverside Acceleration Capital Fund III, L.P other	$500K–$1M	2025-11-10	2026-08-13	PDF →
BUY	AG AGG	$15K–$50K	2025-11-06	2026-08-13	PDF →
BUY	VW VWIUX mutual fund	$1K–$15K	2025-11-03	2026-08-13	PDF →
SELL	VW VWIUX mutual fund	$1.0M–$5M	2025-11-03	2026-08-13	PDF →
BUY	PI PIMIX mutual fund	$1K–$15K	2025-11-03	2026-08-13	PDF →
BUY	PI PIMIX mutual fund	$1K–$15K	2025-10-31	2026-08-13	PDF →
BUY	SP SPY	$15K–$50K	2025-10-31	2026-08-13	PDF →
BUY	GW GWMIX mutual fund	$1K–$15K	2025-10-30	2026-08-13	PDF →
BUY	AG AGG	$15K–$50K	2025-10-06	2026-08-13	PDF →
BUY	VB VB	$15K–$50K	2025-10-01	2026-08-13	PDF →
BUY	VW VWIUX mutual fund	$1K–$15K	2025-10-01	2026-08-13	PDF →
BUY	PI PIMIX mutual fund	$1K–$15K	2025-10-01	2026-08-13	PDF →
SELL	QG QGRPX mutual fund	$1.0M–$5M	2025-10-01	2026-08-13	PDF →
SELL	DV DVRUX mutual fund	$1.0M–$5M	2025-10-01	2026-08-13	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 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	$23.2M	31.0%	+180.0%	Aug 2017	Oct 2025
VE VEA	recent	$13.9M	18.5%	+50.8%	Aug 2020	Dec 2025
AG AGG	recent	$13.1M	17.5%	+3.4%	Aug 2019	Dec 2025
RS RSP	recent	$10.9M	14.6%	+33.6%	Nov 2021	Dec 2025
VW VWO		$7.1M	9.4%	+52.5%	Aug 2018	Jan 2024
VB VB	recent	$4.8M	6.4%	+44.3%	Aug 2020	Dec 2025
VO VOE		$1.8M	2.4%	+93.6%	Aug 2017	Mar 2021
VU VUSB		$159K	0.2%	+16.5%	Aug 2023	Aug 2023

Filings 50 on file · every disclosure Warner has made