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 | ||
|---|---|---|---|---|---|
| SELL | VT VTIP
other
|
$1K–$15K | 2022-12-29 | 2023-06-06 | PDF → |
| SELL | VT VTIP
other
|
$1K–$15K | 2022-12-29 | 2023-06-06 | PDF → |
| SELL | VE VEA
|
$1K–$15K | 2022-12-22 | 2023-06-06 | PDF → |
| BUY | VW VWO
|
$1K–$15K | 2022-10-12 | 2023-06-06 | PDF → |
| BUY | VG VGT
|
$1K–$15K | 2022-10-12 | 2023-06-06 | PDF → |
| BUY | BN BND
|
$1K–$15K | 2022-10-12 | 2023-06-06 | PDF → |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2022-10-12 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-10-12 | 2023-06-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-10-06 | 2023-06-06 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-10-06 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-08-22 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-08-22 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-08-22 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-08-22 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-08-22 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-08-22 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-08-22 | 2023-06-06 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-08-22 | 2023-06-06 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Rounds 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 | |
|---|---|---|---|---|---|---|
BN BND |
$337K | 14.9% | +5.9% | Sep 2017 | Oct 2022 | |
VT VTIP |
$211K | 9.3% | +31.5% | Sep 2017 | Aug 2018 | |
BS BSV |
$210K | 9.3% | +12.6% | Sep 2017 | Oct 2022 | |
VM VMBS |
$195K | 8.6% | +8.3% | Sep 2017 | Oct 2022 | |
VF VFH |
$192K | 8.5% | +109.2% | Sep 2017 | Oct 2022 | |
JN JNK |
$146K | 6.4% | +31.4% | Sep 2017 | Aug 2022 | |
VE VEA |
$125K | 5.5% | +71.5% | Sep 2017 | Dec 2022 | |
| 🔒Register for free to view | $119K | 5.3% | +217.5% | Sep 2017 | Aug 2022 | |
| 🔒Register for free to view | $113K | 5.0% | +44.5% | Sep 2017 | Oct 2022 | |
| 🔒Register for free to view | $91K | 4.0% | +127.5% | Sep 2017 | Oct 2022 | |
| 🔒Register for free to view | $87K | 3.8% | +63.9% | Sep 2017 | Oct 2022 | |
| 🔒Register for free to view | $82K | 3.6% | +94.0% | Sep 2017 | Oct 2022 | |
| 🔒Register for free to view | $67K | 3.0% | +7.5% | Sep 2017 | Oct 2022 | |
| 🔒Register for free to view | $63K | 2.8% | +8.7% | Sep 2017 | Oct 2022 | |
| 🔒Register for free to view | $60K | 2.7% | +69.3% | Sep 2017 | Oct 2022 | |
| 🔒Register for free to view | $56K | 2.5% | +137.1% | Sep 2017 | Oct 2022 | |
| 🔒Register for free to view | $38K | 1.7% | +64.7% | Sep 2017 | Oct 2022 | |
| 🔒Register for free to view | $37K | 1.6% | +51.0% | Sep 2017 | Oct 2022 | |
| 🔒Register for free to view | $28K | 1.2% | +129.3% | Sep 2017 | Mar 2022 | |
| 🔒Register for free to view | $11K | 0.5% | +47.2% | Sep 2017 | Oct 2022 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2023-06-06 1196d ago | 92 | PDF → |
| 2 | Annual | 2022-05-12 1586d ago | 69 | PDF → |
| 3 | PTR | 2021-05-20 1943d ago | 1 | PDF → |
| 4 | Annual | 2021-05-17 1946d ago | 98 | PDF → |
| 5 | Annual | 2020-08-05 2231d ago | 45 | PDF → |
| 6 | Annual | 2019-05-14 2680d ago | 72 | PDF → |
| 7 | PTR | 2019-04-09 2715d ago | 1 | 🔒Register for free to view |
| 8 | Annual | 2018-10-18 2888d ago LATE | 44 | 🔒Register for free to view |
| 9 | PTR | 2018-08-21 2946d ago | 1 | 🔒Register for free to view |
| 10 | PTR | 2018-04-13 3076d ago | 1 | 🔒Register for free to view |
| 11 | PTR | 2017-10-30 3241d ago | 1 | 🔒Register for free to view |
| 12 | Annual | 2017-09-01 3300d ago LATE | 190 | 🔒Register for free to view |
| 13 | Annual | 2017-09-01 3300d ago LATE | 79 | 🔒Register for free to view |
| 14 | PTR | 2017-08-13 3319d ago | 1 | 🔒Register for free to view |
| 15 | PTR | 2016-11-22 3583d ago | 1 | 🔒Register for free to view |
| 16 | PTR | 2016-10-17 3619d ago | 1 | 🔒Register for free to view |
| 17 | PTR | 2016-06-30 3728d ago | 1 | 🔒Register for free to view |
| 18 | PTR | 2016-01-12 3898d ago | 1 | 🔒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.