THEODORE P BUDD

Following their disclosures vs. same money in SPY: +0.7 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	DF DFUS (spouse)	$1K–$15K	2025-12-08	2026-08-07	PDF →
BUY	FS FSRNX mutual fund	$1K–$15K	2025-11-26	2026-08-07	PDF →
SELL	CR CREEX mutual fund	$1K–$15K	2025-11-26	2026-08-07	PDF →
BUY	FS FSRNX mutual fund (spouse)	$1K–$15K	2025-11-26	2026-08-07	PDF →
SELL	CR CREEX mutual fund (spouse)	$1K–$15K	2025-11-26	2026-08-07	PDF →
BUY	DF DFAS (spouse)	$1K–$15K	2025-11-05	2026-08-07	PDF →
BUY	RT RTHSX mutual fund (spouse)	$1K–$15K	2025-11-05	2026-08-07	PDF →
SELL	IW IWM (spouse)	$1K–$15K	2025-11-05	2026-08-07	PDF →
SELL	RT RTHSX mutual fund (spouse)	$1K–$15K	2025-10-20	2026-08-07	PDF →
SELL	RT RTXSX mutual fund (spouse)	$1K–$15K	2025-10-20	2026-08-07	PDF →
SELL	DF DFAX (spouse)	$1K–$15K	2025-10-20	2026-08-07	PDF →
SELL	DF DFAS (spouse)	$1K–$15K	2025-10-20	2026-08-07	PDF →
SELL	DF DFUS (spouse)	$1K–$15K	2025-10-20	2026-08-07	PDF →
BUY	DF DFUS (spouse)	$1K–$15K	2025-10-06	2026-08-07	PDF →
BUY	DF DFUS (spouse)	$1K–$15K	2025-09-04	2026-08-07	PDF →
BUY	DF DFUS (spouse)	$1K–$15K	2025-08-05	2026-08-07	PDF →
BUY	DF DFIC (spouse)	$1K–$15K	2025-07-21	2026-08-07	PDF →
BUY	DF DFIC	$1K–$15K	2025-07-21	2026-08-07	PDF →
SELL	DF DFAU (spouse)	$1K–$15K	2025-07-18	2026-08-07	PDF →
SELL	IW IWM (spouse)	$1K–$15K	2025-07-18	2026-08-07	PDF →
SELL	DF DFAX (spouse)	$1K–$15K	2025-07-18	2026-08-07	PDF →
BUY	HY HYG (child)	$1K–$15K	2025-07-09	2026-08-07	PDF →
BUY	DF DFUS (child)	$1K–$15K	2025-07-09	2026-08-07	PDF →
SELL	RT RTHSX mutual fund (child)	$1K–$15K	2025-07-08	2026-08-07	PDF →
SELL	RT RTXSX mutual fund (child)	$1K–$15K	2025-07-08	2026-08-07	PDF →
BUY	FI FIQZX mutual fund (child)	$1K–$15K	2025-07-08	2026-08-07	PDF →
BUY	DF DFAX (spouse)	$1K–$15K	2025-07-08	2026-08-07	PDF →
SELL	MU MUB (child)	$1K–$15K	2025-07-08	2026-08-07	PDF →
BUY	DF DFAX (spouse)	$1K–$15K	2025-07-02	2026-08-07	PDF →
SELL	SP SPRXX mutual fund (spouse)	$1K–$15K	2025-06-05	2026-08-07	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what BUDD 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
DF DFAX	recent	$218K	37.9%	+36.7%	Aug 2024	Oct 2025
DF DFUS	recent	$131K	22.9%	+20.6%	Aug 2024	Dec 2025
DF DFAU	recent	$79K	13.7%	+16.3%	Aug 2024	Jul 2025
DF DFIC	recent	$68K	11.9%	-2.9%	Aug 2026	Jul 2025
DU DUHP	recent	$29K	5.0%	+23.6%	Aug 2024	Jun 2025
DF DFAS	recent	$23K	4.1%	-2.8%	Aug 2024	Nov 2025
IW IWM	recent	$22K	3.8%	-6.0%	Aug 2026	Nov 2025
HY HYG	recent	$4K	0.7%	-1.8%	Aug 2026	Jul 2025

Filings 4 on file · every disclosure BUDD has made