Roger W Marshall

Following their disclosures vs. same money in SPY: -230.9 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	HR HRLAX mutual fund	$1K–$15K	2025-12-30	2026-08-11	PDF →
BUY	AW AWSHX mutual fund	$15K–$50K	2025-12-19	2026-08-11	PDF →
BUY	AW AWSHX mutual fund	$1K–$15K	2025-12-19	2026-08-11	PDF →
BUY	AN ANWPX mutual fund	$1K–$15K	2025-12-19	2026-08-11	PDF →
BUY	AE AEPGX mutual fund	$1K–$15K	2025-12-19	2026-08-11	PDF →
BUY	AW AWSHX mutual fund	$1K–$15K	2025-12-19	2026-08-11	PDF →
BUY	AW AWSHX mutual fund (spouse)	$1K–$15K	2025-12-19	2026-08-11	PDF →
BUY	AN ANWPX mutual fund	$1K–$15K	2025-12-19	2026-08-11	PDF →
BUY	AE AEPGX mutual fund (spouse)	$1K–$15K	2025-12-19	2026-08-11	PDF →
BUY	AG AGTHX mutual fund	$15K–$50K	2025-12-18	2026-08-11	PDF →
BUY	BCSAX - Blackrock Commodity Strat Fund other	$1K–$15K	2025-12-12	2026-08-11	PDF →
SELL	AS ASBAX mutual fund	$50K–$100K	2025-10-31	2026-08-11	PDF →
SELL	IT ITBAX mutual fund	$15K–$50K	2025-10-31	2026-08-11	PDF →
BUY	AW AWSHX mutual fund	$1K–$15K	2025-09-18	2026-08-11	PDF →
SELL	AS ASBAX mutual fund	$50K–$100K	2025-08-01	2026-08-11	PDF →
SELL	HF HFMCX mutual fund	$15K–$50K	2025-08-01	2026-08-11	PDF →
BUY	BCSAX - Blackrock Commodity Strategies Fd In other	$1K–$15K	2025-07-18	2026-08-11	PDF →
BUY	FT FTCB (spouse)	$1K–$15K	2025-07-03	2026-08-11	PDF →
BUY	RD RDVY (spouse)	$1K–$15K	2025-07-02	2026-08-11	PDF →
BUY	AW AWSHX mutual fund	$15K–$50K	2025-06-12	2026-08-11	PDF →
BUY	AW AWSHX mutual fund	$1K–$15K	2025-06-12	2026-08-11	PDF →
BUY	AW AWSHX mutual fund (spouse)	$1K–$15K	2025-06-12	2026-08-11	PDF →
BUY	AW AWSHX mutual fund	$1K–$15K	2025-06-12	2026-08-11	PDF →
BUY	IDX Perf Strat Using EURO STOXX 50 other	$100K–$250K	2025-05-23	2026-08-11	PDF →
BUY	IDX Perf Strat Using S&P 500 Index other	$100K–$250K	2025-05-23	2026-08-11	PDF →
SELL	IDX Perf Strat Using S&P 500 Index other	$100K–$250K	2025-05-23	2026-08-11	PDF →
SELL	IDX Perf Strat Using S&P 500 Index other	$100K–$250K	2025-05-23	2026-08-11	PDF →
BUY	IDX 3-Year 10% Perf Strat S&P 500 Index other	$100K–$250K	2025-05-23	2026-08-11	PDF →
BUY	IDX 3-Year Perf Strat S&P 500 Index other	$100K–$250K	2025-05-23	2026-08-11	PDF →
BUY	AW AWSHX mutual fund	$1K–$15K	2025-03-13	2026-08-11	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Marshall 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
GI GILD		$53K	64.0%	+179.8%	Jun 2020	Jul 2020
DI DIS		$7K	8.8%	-4.4%	Jun 2020	Jul 2020
CV CVX		$7K	8.0%	+70.3%	Aug 2022	Mar 2020
RO ROKU		$6K	7.1%	+92.6%	Jun 2020	Sep 2020
FI FIXD		$4K	5.2%	+1.1%	Aug 2023	Apr 2024
RD RDVY	recent	$4K	4.5%	-4.9%	Aug 2026	Jul 2025
CA CAPR		$2K	2.5%	-47.6%	Aug 2018	Jul 2017

Filings 21 on file · every disclosure Marshall has made