Roger Williams

Following their disclosures vs. same money in SPY: -128.1 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	CV CVX	$15K–$50K	2025-12-22	2026-01-15	PDF →
SELL	FA FANG	$1K–$15K	2025-12-22	2026-01-15	PDF →
BUY	JP JPM	$1K–$15K	2025-12-22	2026-01-15	PDF →
BUY	RT RTX	$1K–$15K	2025-12-22	2026-01-15	PDF →
SELL	Caney Creek Texas 2.125% GO Muni bonds corporate bond	$1K–$15K	2025-02-19	2025-03-01	PDF →
SELL	PF PFE	$1K–$15K	2024-03-04	2024-06-12 LATE	PDF →
BUY	🔒Register for free to view	$1K–$15K	2024-03-01	2024-06-12 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2024-03-01	2024-06-12 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-10-25	2024-06-12 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-06-30	2024-06-12 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-06-30	2024-06-12 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-06-30	2024-06-12 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-06-30	2024-06-12 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-06-30	2024-06-12 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-06-30	2024-06-12 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2022-06-22	2024-06-12 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2021-06-30	2024-06-12 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2021-06-30	2024-06-12 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2021-05-13	2024-06-12 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2019-07-10	2024-06-12 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2019-03-01	2024-06-12 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2019-02-27	2024-06-12 LATE	🔒
SELL	🔒Register for free to view	$15K–$50K	2015-12-31	2016-08-01 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2015-10-31	2016-08-01 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2015-10-31	2016-08-01 LATE	🔒
BUY	🔒Register for free to view	$1K–$15K	2015-10-31	2016-08-01 LATE	🔒
SELL	🔒Register for free to view	$1K–$15K	2015-10-21	2016-08-01 LATE	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Williams 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.A		$14K	22.7%	+253.4%	Aug 2016	Oct 2015
PG PG		$9K	14.1%	+119.9%	Aug 2016	Oct 2015
GO GOOG		$7K	12.3%	+91.3%	Jun 2024	Jun 2022
NV NVDA		$7K	10.8%	+68.7%	Jun 2024	Jun 2022
TF TFC		$6K	9.9%	+53.6%	Jun 2024	Jun 2022
🔒Register for free to view		$5K	8.3%	+29.5%	Jun 2024	Jun 2022
🔒Register for free to view		$5K	8.2%	+28.3%	Jun 2024	Jun 2022
🔒Register for free to view	recent	$4K	7.4%	+15.1%	Jan 2026	Dec 2025
🔒Register for free to view	recent	$4K	6.3%	-1.0%	Jan 2026	Dec 2025

Filings 19 on file · every disclosure Williams has made