Richard Dean McCormick

Following their disclosures vs. same money in SPY: +0.2 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	BR BRK.B	$1K–$15K	2026-09-18	2026-10-14	PDF →
SELL	V V	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	WM WMT	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	AB ABT	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	AW AWK	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	UN UNH	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	O O	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	PG PG	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	PE PEP	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	NE NEE	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	MS MSFT	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	MD MDT	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	MC MCD	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	LH LHX	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	JN JNJ	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	IC ICE	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	IT ITW	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	HD HD	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	EM EMR	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	CO COST	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	CS CSCO	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	BL BLK	$1K–$15K	2026-07-30	2026-08-14	PDF →
BUY	BR BRK.B	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	AD ADP	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	AA AAPL	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	AD ADI	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	AP APD	$1K–$15K	2026-07-30	2026-08-14	PDF →
SELL	SP SPSM other	$1K–$15K	2026-06-12	2026-07-09	PDF →
SELL	MG MGK other	$1K–$15K	2026-06-12	2026-07-09	PDF →
BUY	AB ABT	$1K–$15K	2026-06-12	2026-07-09	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what McCormick 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
BR BRK.B	recent	$12K	11.6%	+7.1%	Dec 2025	Sep 2026
AB ABT	recent	$11K	10.2%	-0.6%	Sep 2025	Jul 2026
IC ICE	recent	$8K	7.4%	+7.2%	Sep 2025	Jul 2026
HD HD	recent	$7K	6.2%	-6.4%	Sep 2025	Jul 2026
AA AAPL	recent	$6K	5.7%	+27.6%	Sep 2025	Jul 2026
EM EMR	recent	$6K	5.4%	+24.7%	Sep 2025	Jul 2026
MS MSFT	recent	$6K	5.2%	+42.0%	Sep 2025	Jul 2026
AP APD	recent	$5K	5.0%	+31.3%	Sep 2025	Jul 2026
IT ITW	recent	$5K	4.4%	+10.6%	Sep 2025	Jul 2026
WM WMT	recent	$5K	4.3%	+6.7%	Sep 2025	Jul 2026
CS CSCO	recent	$4K	4.2%	+39.4%	Sep 2025	Jul 2026
CO COST	recent	$4K	4.1%	+12.8%	Sep 2025	Jul 2026
AW AWK	recent	$4K	4.1%	+10.8%	Sep 2025	Jul 2026
O O	recent	$4K	4.0%	+2.5%	Sep 2025	Jul 2026
AD ADP	recent	$4K	3.8%	+43.2%	Sep 2025	Jul 2026
MD MDT	recent	$4K	3.4%	-3.6%	Sep 2025	Jul 2026
PE PEP	recent	$4K	3.3%	-8.6%	Sep 2025	Jul 2026
JN JNJ	recent	$3K	2.7%	+33.3%	Sep 2025	Jul 2026
MC MCD	recent	$3K	2.6%	-18.3%	Sep 2025	Jul 2026
UN UNH	recent	$3K	2.4%	+33.8%	Sep 2025	Jul 2026

Filings 11 on file · every disclosure McCormick has made