Michael C. Burgess

Following their disclosures vs. same money in SPY: -415.2 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
SELL	IL ILMN	$15K–$50K	2024-08-30	2024-10-01	PDF →
SELL	IL ILMN	$15K–$50K	2024-09-03	2024-09-24	PDF →
SELL	RY RY	$15K–$50K	2024-07-25	2024-08-12	PDF →
SELL	UP UPS	$1K–$15K	2024-07-22	2024-07-31	PDF →
BUY	RY RY	$1K–$15K	2024-07-16	2024-07-31	PDF →
SELL	RY RY	$1K–$15K	2024-07-16	2024-07-31	PDF →
SELL	AB ABBV	$1K–$15K	2024-04-10	2024-05-02	PDF →
SELL	MR MRK	$1K–$15K	2024-04-10	2024-05-02	PDF →
SELL	IT ITIP	$1K–$15K	2024-04-10	2024-05-02	PDF →
SELL	IB IBM	$1K–$15K	2024-04-10	2024-05-02	PDF →
SELL	IL ILMN	$1K–$15K	2024-03-11	2024-04-10	PDF →
SELL	XO XOM	$15K–$50K	2024-03-11	2024-04-10	PDF →
SELL	IL ILMN	$1K–$15K	2024-03-11	2024-03-22	PDF →
SELL	WB WBA	$1K–$15K	2024-03-01	2024-03-22	PDF →
SELL	BB BBY	$15K–$50K	2024-02-26	2024-03-07	PDF →
SELL	BB BBY	$15K–$50K	2024-02-23	2024-03-07	PDF →
SELL	IL ILMN	$1K–$15K	2024-02-12	2024-03-07	PDF →
BUY	IL ILMN	$15K–$50K	2024-02-12	2024-03-07	PDF →
SELL	IL ILMN	$1K–$15K	2024-02-09	2024-03-07	PDF →
SELL	PA PANW	$15K–$50K	2024-02-09	2024-03-07	PDF →
SELL	BX BX	$15K–$50K	2024-01-12	2024-02-05	PDF →
SELL	VL VLO	$15K–$50K	2024-01-12	2024-02-05	PDF →
BUY	RY RY	$1K–$15K	2024-01-10	2024-01-22	PDF →
SELL	RY RY	$1K–$15K	2024-01-10	2024-01-22	PDF →
SELL	PA PANW	$15K–$50K	2024-01-02	2024-01-22	PDF →
SELL	VL VLO	$15K–$50K	2024-01-02	2024-01-22	PDF →
SELL	IL ILMN	$1K–$15K	2024-01-02	2024-01-22	PDF →
SELL	AM AMD	$1K–$15K	2024-01-02	2024-01-22	PDF →
SELL	AM AMGN	$15K–$50K	2024-01-02	2024-01-22	PDF →
BUY	IL ILMN	$15K–$50K	2024-01-02	2024-01-22	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Burgess 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
PR PRU		$39K	20.4%	+41.7%	Sep 2023	Aug 2023
UP UPS		$39K	20.4%	-22.7%	Sep 2023	Jul 2024
CC CC		$23K	12.0%	-58.3%	Jul 2023	Aug 2023
AA AAP		$18K	9.5%	-61.2%	Mar 2023	Feb 2023
AM AMGN		$12K	6.4%	+102.8%	Apr 2023	Jan 2024
XO XOM		$11K	6.0%	+103.3%	Jan 2024	Mar 2024
AM AMZN		$9K	4.5%	+88.1%	Jun 2022	Aug 2023
PS PSX		$8K	4.3%	+196.8%	Apr 2023	Jul 2023
ST STLA		$8K	4.3%	-69.9%	Sep 2023	Aug 2023
AM AMD		$8K	4.1%	+442.7%	Sep 2023	Jan 2024
GO GOOGL		$7K	3.8%	+168.6%	Jul 2023	Aug 2023
F F		$4K	2.0%	-4.3%	Mar 2022	Feb 2022
CM CME		$2K	1.3%	+64.2%	Sep 2023	Dec 2023
CI CI		$2K	1.1%	+16.1%	Mar 2023	Jul 2023

Filings 55 on file · every disclosure Burgess has made