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 | TL TLT
|
$100K–$250K | 2025-12-31 | 2026-05-05 | PDF → |
| SELL | SP SPXU
other
|
$100K–$250K | 2025-12-31 | 2026-05-05 | PDF → |
| SELL | IW IWM
|
$100K–$250K | 2025-12-31 | 2026-05-05 | PDF → |
| SELL | TIAA CREF Growth R3 other | $1K–$15K | 2025-12-29 | 2026-05-05 | PDF → |
| SELL | TIAA CREF Large-Cap Value Fund other | $1K–$15K | 2025-12-29 | 2026-05-05 | PDF → |
| SELL | TIAA CREF Global Equities R3 other | $1K–$15K | 2025-12-29 | 2026-05-05 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-12-29 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2025-12-26 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-26 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-26 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-26 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-24 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-19 | 2026-05-05 | 🔒 |
| SELL | 🔒Register for free to view | $50K–$100K | 2025-12-18 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2025-12-05 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-05 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-05 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-05 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-05 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-12-05 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-11-18 | 2026-05-05 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2025-11-13 | 2026-05-05 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2025-11-13 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-31 | 2026-05-05 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2025-10-31 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-10 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2025-10-03 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $100K–$250K | 2025-09-25 | 2026-05-05 | 🔒 |
| BUY | 🔒Register for free to view | $100K–$250K | 2025-09-10 | 2026-05-05 | 🔒 |
| SELL | 🔒Register for free to view | $100K–$250K | 2025-09-10 | 2026-05-05 | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Welch 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 SPLG |
recent | $243K | 25.6% | +13.6% | Aug 2025 | Jun 2025 |
VE VEU |
recent | $177K | 18.7% | +26.6% | Aug 2025 | Aug 2025 |
RP RPV |
$93K | 9.8% | +31.4% | Aug 2025 | Apr 2023 | |
IB IBDR |
$74K | 7.8% | +4.0% | Aug 2025 | Sep 2023 | |
IB IBDS |
$73K | 7.8% | +3.8% | Aug 2025 | Sep 2023 | |
IB IBDT |
$73K | 7.7% | +2.8% | Aug 2025 | Sep 2023 | |
PA PANW |
$45K | 4.7% | +988.9% | Nov 2018 | Apr 2020 | |
| 🔒Register for free to view | $33K | 3.5% | +22.0% | Aug 2025 | Jul 2024 | |
| 🔒Register for free to view | $31K | 3.2% | -2.1% | Aug 2025 | Oct 2022 | |
| 🔒Register for free to view | recent | $29K | 3.1% | +6.6% | May 2026 | Jun 2025 |
| 🔒Register for free to view | $20K | 2.2% | +392.8% | Aug 2018 | May 2019 | |
| 🔒Register for free to view | recent | $14K | 1.5% | -2.8% | Aug 2025 | Dec 2025 |
| 🔒Register for free to view | $10K | 1.1% | +28.9% | Aug 2025 | Dec 2024 | |
| 🔒Register for free to view | $6K | 0.6% | +43.1% | Aug 2025 | Dec 2024 | |
| 🔒Register for free to view | $5K | 0.5% | +18.2% | Aug 2025 | Oct 2022 | |
| 🔒Register for free to view | $5K | 0.5% | +17.9% | Aug 2025 | Jun 2023 | |
| 🔒Register for free to view | $4K | 0.4% | +5.2% | May 2026 | Feb 2025 | |
| 🔒Register for free to view | $4K | 0.4% | -0.1% | Aug 2025 | Feb 2024 | |
| 🔒Register for free to view | $3K | 0.4% | -7.3% | Aug 2025 | Feb 2025 | |
| 🔒Register for free to view | $3K | 0.3% | +384.5% | Nov 2018 | Oct 2018 | |
| 🔒Register for free to view | $3K | 0.3% | +73.4% | Jun 2019 | Nov 2021 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-05-05 132d ago | 76 | PDF → |
| 2 | Annual | 2025-08-13 397d ago | 73 | PDF → |
| 3 | Annual | 2025-08-13 397d ago LATE | 53 | PDF → |
| 4 | Annual | 2025-08-13 397d ago LATE | 122 | PDF → |
| 5 | PTR | 2022-08-13 1493d ago | 1 | PDF → |
| 6 | PTR | 2021-12-17 1732d ago | 18 | PDF → |
| 7 | PTR | 2021-12-03 1746d ago | 1 | 🔒Register for free to view |
| 8 | PTR | 2021-11-09 1770d ago | 1 | 🔒Register for free to view |
| 9 | PTR | 2020-12-04 2110d ago | 3 | 🔒Register for free to view |
| 10 | PTR | 2020-07-01 2266d ago | 1 | 🔒Register for free to view |
| 11 | PTR | 2020-06-08 2289d ago | 3 | 🔒Register for free to view |
| 12 | PTR | 2020-05-05 2323d ago | 4 | 🔒Register for free to view |
| 13 | PTR | 2020-04-10 2348d ago | 6 | 🔒Register for free to view |
| 14 | PTR | 2020-04-03 2355d ago | 4 | 🔒Register for free to view |
| 15 | PTR | 2020-03-10 2379d ago | 5 | 🔒Register for free to view |
| 16 | PTR | 2020-01-05 2444d ago | 1 | 🔒Register for free to view |
| 17 | PTR | 2019-12-11 2469d ago | 1 | 🔒Register for free to view |
| 18 | PTR | 2019-11-14 2496d ago | 3 | 🔒Register for free to view |
| 19 | PTR | 2019-10-14 2527d ago | 5 | 🔒Register for free to view |
| 20 | PTR | 2019-09-01 2570d ago | 2 | 🔒Register for free to view |
| 21 | PTR | 2019-07-31 2602d ago | 3 | 🔒Register for free to view |
| 22 | PTR | 2019-07-09 2624d ago | 2 | 🔒Register for free to view |
| 23 | PTR | 2019-06-04 2659d ago | 6 | 🔒Register for free to view |
| 24 | PTR | 2019-05-03 2691d ago | 5 | 🔒Register for free to view |
| 25 | PTR | 2019-04-19 2705d ago | 1 | 🔒Register for free to view |
| 26 | PTR | 2019-03-12 2743d ago | 1 | 🔒Register for free to view |
| 27 | PTR | 2019-02-07 2776d ago | 2 | 🔒Register for free to view |
| 28 | PTR | 2019-01-09 2805d ago | 4 | 🔒Register for free to view |
| 29 | PTR | 2018-12-05 2840d ago | 5 | 🔒Register for free to view |
| 30 | PTR | 2018-11-06 2869d ago | 5 | 🔒Register for free to view |
| 31 | PTR | 2018-10-05 2901d ago | 3 | 🔒Register for free to view |
| 32 | PTR | 2018-09-05 2931d ago | 1 | 🔒Register for free to view |
| 33 | PTR | 2018-08-03 2964d ago | 2 | 🔒Register for free to view |
| 34 | PTR | 2018-07-06 2992d ago | 6 | 🔒Register for free to view |
| 35 | PTR | 2018-05-30 3029d ago | 6 | 🔒Register for free to view |
| 36 | PTR | 2018-05-08 3051d ago | 4 | 🔒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.