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 | AA AAPL
|
$100K–$250K | 2026-01-09 | 2026-08-13 LATE | PDF → |
| SELL | MS MSTR
|
$15K–$50K | 2025-10-21 | 2026-08-13 LATE | PDF → |
| BUY | MS MSTR
|
$15K–$50K | 2024-07-01 | 2025-08-11 LATE | PDF → |
| SELL | GO GOOGL
|
$1K–$15K | 2024-04-02 | 2024-05-15 | PDF → |
| SELL | GO GOOG
|
$1K–$15K | 2024-04-02 | 2024-05-15 | PDF → |
| SELL | AM AMZN
|
$1K–$15K | 2024-04-02 | 2024-05-15 | PDF → |
| SELL | AA AAPL
|
$15K–$50K | 2024-04-02 | 2024-05-15 | PDF → |
| SELL | AA AAPL
|
$15K | 2024-04-02 | 2024-05-15 | PDF → |
| SELL | BR BRK.B
|
$1K–$15K | 2024-04-02 | 2024-05-15 | PDF → |
| SELL | MS MSFT
|
$1K–$15K | 2024-04-02 | 2024-05-15 | PDF → |
| SELL | Bitcoin crypto | $250K–$500K | 2024-02-05 | 2024-02-23 | PDF → |
| SELL | Ethereum crypto | $100K–$250K | 2024-02-05 | 2024-02-23 | PDF → |
| SELL | Litecoin crypto | $15K–$50K | 2024-02-05 | 2024-02-23 | PDF → |
| SELL | MS MSFT
|
$1K–$15K | 2024-01-25 | 2024-02-23 | PDF → |
| SELL | AA AAPL
|
$15K | 2024-01-25 | 2024-02-23 | PDF → |
| SELL | AA AAPL
|
$15K–$50K | 2024-01-25 | 2024-02-23 | PDF → |
| SELL | BR BRK.B
|
$1K–$15K | 2024-01-25 | 2024-02-23 | PDF → |
| SELL | GO GOOG
|
$1K–$15K | 2024-01-25 | 2024-02-23 | PDF → |
| SELL | GO GOOGL
|
$1K–$15K | 2024-01-25 | 2024-02-23 | PDF → |
| SELL | AM AMZN
|
$1K–$15K | 2024-01-25 | 2024-02-23 | PDF → |
| SELL | AX AXP
|
$1K–$15K | 2023-01-23 | 2023-02-09 | PDF → |
| SELL | CG CG
|
$15K–$50K | 2023-01-23 | 2023-02-09 | PDF → |
| SELL | CG CG
|
$1K–$15K | 2023-01-23 | 2023-02-09 | PDF → |
| SELL | TS TSLA
|
$1K–$15K | 2023-01-23 | 2023-02-09 | PDF → |
| SELL | SB SBUX
|
$15K–$50K | 2023-01-23 | 2023-02-09 | PDF → |
| SELL | SB SBUX
|
$1K–$15K | 2023-01-23 | 2023-02-09 | PDF → |
| SELL | WM WMT
|
$1K–$15K | 2023-01-23 | 2023-02-09 | PDF → |
| SELL | CM CMPS
|
$1K–$15K | 2023-01-23 | 2023-02-09 | PDF → |
| SELL | CH CHRS
|
$15K–$50K | 2023-01-23 | 2023-02-09 | PDF → |
| SELL | BX BX
|
$50K | 2023-01-23 | 2023-02-09 | PDF → |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2026-08-13 77d ago | 2 | PDF → |
| 2 | Annual | 2026-08-12 78d ago | — | PDF → |
| 3 | PTR | 2025-08-11 444d ago | 1 | PDF → |
| 4 | Annual | 2025-08-11 444d ago | — | PDF → |
| 5 | Annual | 2024-08-13 807d ago | — | PDF → |
| 6 | PTR | 2024-05-15 897d ago | 7 | PDF → |
| 7 | PTR | 2024-02-23 979d ago | 10 | PDF → |
| 8 | PTR | 2023-02-09 1358d ago | 20 | PDF → |
Source: the U.S. House Clerk, 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.
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