Susan W. Brooks

Following their disclosures vs. same money in SPY: +50.1 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
BUY	KO KO	$1K–$15K	2020-04-06	2020-04-27	PDF →
BUY	DA DAL	$1K–$15K	2020-04-06	2020-04-27	PDF →
BUY	XO XOM	$1K–$15K	2020-04-06	2020-04-27	PDF →
BUY	AA AAPL	$1K–$15K	2020-04-06	2020-04-27	PDF →
BUY	MA MA	$1K–$15K	2020-04-06	2020-04-27	PDF →
BUY	MS MSFT	$1K–$15K	2020-04-06	2020-04-27	PDF →
BUY	🔒Register for free to view	$1K–$15K	2020-04-06	2020-04-27	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-04-06	2020-04-27	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-04-06	2020-04-27	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-04-06	2020-04-27	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-04-06	2020-04-27	🔒
BUY	🔒Register for free to view	$1K–$15K	2020-04-06	2020-04-27	🔒
SELL	🔒Register for free to view	$15K–$50K	2020-01-08	2020-02-27 LATE	🔒
EXCHANGE	🔒Register for free to view	$1K–$15K	2020-01-08	2020-02-27 LATE	🔒
BUY	🔒Register for free to view	$15K–$50K	2019-09-25	2019-10-21	🔒
BUY	🔒Register for free to view	$1K–$15K	2019-06-03	2019-06-25	🔒
BUY	🔒Register for free to view	$1K–$15K	2018-07-12	2018-07-20	🔒
BUY	🔒Register for free to view	$15K–$50K	2018-04-12	2018-05-15	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Brooks 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
GE GE		$38K	23.9%	+883.6%	Apr 2020	Apr 2020
AA AAPL		$19K	12.0%	+394.5%	Apr 2020	Apr 2020
XO XOM		$19K	11.9%	+390.4%	Apr 2020	Apr 2020
DA DAL		$13K	8.3%	+240.1%	Apr 2020	Apr 2020
CV CVX		$12K	7.7%	+216.1%	Apr 2020	Apr 2020
MS MSFT		$12K	7.5%	+208.5%	Apr 2020	Apr 2020
🔒Register for free to view		$11K	6.7%	+176.7%	Apr 2020	Apr 2020
🔒Register for free to view		$9K	5.5%	+128.1%	Apr 2020	Apr 2020
🔒Register for free to view		$9K	5.4%	+122.9%	Apr 2020	Apr 2020
🔒Register for free to view		$9K	5.4%	+121.9%	Apr 2020	Apr 2020
🔒Register for free to view		$5K	3.1%	+26.7%	Apr 2020	Apr 2020
🔒Register for free to view		$4K	2.5%	+3.5%	Apr 2020	Apr 2020

Filings 15 on file · every disclosure Brooks has made