Mike Kelly

Following their disclosures vs. same money in SPY: -63.1 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	New Jersey St 19 GO Emer Go 5% due 6/1/28 govt security	$50K–$100K	2026-08-28	2026-09-08	PDF →
SELL	Mississippi St Ref Go P/R 10/1/27 5% due 10/ govt security	$50K–$100K	2026-08-17	2026-09-08	PDF →
SELL	DI DIS	$1K–$15K	2026-07-17	2026-08-12	PDF →
SELL	PE PEP	$15K–$50K	2026-07-17	2026-08-12	PDF →
SELL	AB ABT	$1K–$15K	2026-07-17	2026-08-12	PDF →
BUY	California Cmnty Choice Fing & Clean Ener 5% govt security	$50K–$100K	2026-07-17	2026-08-12	PDF →
SELL	🔒Register for free to view	$1K–$15K	2026-07-01	2026-08-12	🔒
BUY	🔒Register for free to view	$50K–$100K	2025-07-17	2026-08-12 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2026-06-01	2026-07-08	🔒
BUY	🔒Register for free to view	$15K–$50K	2026-05-27	2026-06-11	🔒
SELL	🔒Register for free to view	$1K–$15K	2026-05-07	2026-06-11	🔒
SELL	🔒Register for free to view	$15K–$50K	2026-05-07	2026-06-11	🔒
BUY	🔒Register for free to view	$50K–$100K	2026-04-08	2026-05-20	🔒
SELL	🔒Register for free to view	$100K–$250K	2026-03-18	2026-04-07	🔒
BUY	🔒Register for free to view	$15K–$50K	2026-03-11	2026-04-07	🔒
BUY	🔒Register for free to view	$15K–$50K	2026-02-23	2026-03-12	🔒
BUY	🔒Register for free to view	$15K–$50K	2026-02-19	2026-03-12	🔒
SELL	🔒Register for free to view	$100K–$250K	2026-02-05	2026-03-12	🔒
BUY	🔒Register for free to view	$15K–$50K	2026-01-20	2026-02-12	🔒
SELL	🔒Register for free to view	$1K–$15K	2026-01-02	2026-02-12	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-12-01	2026-01-08	🔒
SELL	🔒Register for free to view	$50K–$100K	2025-11-20	2025-12-09	🔒
BUY	🔒Register for free to view	$50K–$100K	2025-11-19	2025-12-09	🔒
BUY	🔒Register for free to view	$50K–$100K	2025-10-21	2025-11-11	🔒
SELL	🔒Register for free to view	$15K–$50K	2025-10-17	2025-11-11	🔒
SELL	🔒Register for free to view	$50K–$100K	2025-10-17	2025-11-11	🔒
SELL	🔒Register for free to view	$15K–$50K	2025-09-30	2025-10-09	🔒
BUY	🔒Register for free to view	$15K–$50K	2025-07-31	2025-08-12	🔒
SELL	🔒Register for free to view	$15K–$50K	2025-07-17	2025-08-12	🔒
SELL	🔒Register for free to view	$1K–$15K	2025-07-01	2025-08-12	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 13, 2026) — our best estimate of what Kelly 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
CL CLF		$57K	100.0%	-18.7%	Jun 2024	Mar 2024

Filings 47 on file · every disclosure Kelly has made