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 | DC CONDO other (joint) | $250K–$500K | 2025-12-15 | 2026-08-12 | PDF → |
| SELL | EG EGFIX
mutual fund
(joint)
|
$50K–$100K | 2025-10-17 | 2026-08-12 | PDF → |
| BUY | OA OANMX
mutual fund
(joint)
|
$1K–$15K | 2025-10-17 | 2026-08-12 | PDF → |
| BUY | HD HDGIX
mutual fund
(joint)
|
$15K–$50K | 2025-10-17 | 2026-08-12 | PDF → |
| BUY | IW IWD
(joint)
|
$1K–$15K | 2025-10-17 | 2026-08-12 | PDF → |
| BUY | CG CGGR
(joint)
|
$50K–$100K | 2025-10-17 | 2026-08-12 | PDF → |
| BUY | GS GSIMX
mutual fund
(joint)
|
$1K–$15K | 2025-10-15 | 2026-08-12 | PDF → |
| SELL | Nashville CONDO other (joint) | $100K–$250K | 2025-09-14 | 2026-08-12 | PDF → |
| SELL | NM NMVLX
mutual fund
(joint)
|
$15K–$50K | 2025-04-17 | 2026-08-12 | PDF → |
| BUY | PF PFTPX
mutual fund
(joint)
|
$50K–$100K | 2025-04-16 | 2026-08-12 | PDF → |
| BUY | IW IWF
(joint)
|
$15K–$50K | 2025-04-16 | 2026-08-12 | PDF → |
| BUY | IW IWF
(joint)
|
$1K–$15K | 2025-04-07 | 2026-08-12 | PDF → |
| BUY | Real Estate - Primary Residence real property (joint) | $1.0M–$5M | 2025-03-28 | 2026-08-12 | PDF → |
| BUY | WF WFMIX
mutual fund
(joint)
|
$15K–$50K | 2025-02-14 | 2026-08-12 | PDF → |
| BUY | FB FBND
(joint)
|
$15K–$50K | 2024-11-15 | 2026-07-26 LATE | PDF → |
| SELL | WM WMCVX
mutual fund
(joint)
|
$1K–$15K | 2024-11-15 | 2026-07-26 LATE | PDF → |
| SELL | MW MWTIX
mutual fund
(joint)
|
$100K–$250K | 2024-11-15 | 2026-07-26 LATE | PDF → |
| BUY | IW IWP
(joint)
|
$15K–$50K | 2024-10-11 | 2026-07-26 LATE | PDF → |
| BUY | FB FBND
(joint)
|
$1K–$15K | 2024-10-11 | 2026-07-26 LATE | PDF → |
| SELL | Real Estate - Primary Residence real property (joint) | $1.0M–$5M | 2024-09-18 | 2026-07-26 LATE | PDF → |
| SELL | SB SBPYX
mutual fund
(joint)
|
$1K–$15K | 2024-09-06 | 2026-07-26 LATE | PDF → |
| BUY | FB FBND
(joint)
|
$15K–$50K | 2024-09-06 | 2026-07-26 LATE | PDF → |
| SELL | OJGE - IBM Target Risk Income Plus (Blended) other (joint) | $15K–$50K | 2024-06-04 | 2026-07-26 LATE | PDF → |
| SELL | OJFE - Vanguard Total Stock market Index (Do (joint) | $100K–$250K | 2024-06-04 | 2026-07-26 LATE | PDF → |
| SELL | OJFF - State Street Global Advisers Internat (joint) | $15K–$50K | 2024-06-04 | 2026-07-26 LATE | PDF → |
| SELL | OJFO - Vanguard Small Cap Value IDX other (joint) | $15K–$50K | 2024-06-04 | 2026-07-26 LATE | PDF → |
| SELL | ODFJ - BlackRock U.S. Real Estate real property (joint) | $15K–$50K | 2024-06-04 | 2026-07-26 LATE | PDF → |
| BUY | IW IWF
(joint)
|
$15K–$50K | 2024-04-29 | 2026-07-26 LATE | PDF → |
| BUY | FB FBND
(joint)
|
$15K–$50K | 2024-04-24 | 2026-07-26 LATE | PDF → |
| BUY | MA MAHQX
mutual fund
(joint)
|
$50K–$100K | 2024-04-24 | 2026-07-26 LATE | PDF → |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Tillis 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 | |
|---|---|---|---|---|---|---|
IW IWF |
$292K | 22.5% | +42.8% | Jul 2023 | Apr 2025 | |
FB FBND |
$241K | 18.5% | -1.5% | Jul 2026 | Nov 2024 | |
IE IEFA |
$233K | 18.0% | +43.9% | Aug 2024 | Jun 2023 | |
IW IWD |
recent | $205K | 15.8% | +74.0% | Sep 2017 | Oct 2025 |
IV IVV |
$134K | 10.3% | +36.1% | Aug 2024 | Apr 2024 | |
CG CGGR |
recent | $70K | 5.4% | -1.4% | Aug 2026 | Oct 2025 |
IE IEMG |
$67K | 5.2% | +30.9% | Jul 2023 | Apr 2024 | |
IW IWP |
$32K | 2.5% | +2.7% | Aug 2024 | Oct 2024 | |
VN VNQ |
$12K | 0.9% | +53.8% | Sep 2017 | May 2020 | |
TL TLT |
$12K | 0.9% | -9.3% | Jul 2023 | Apr 2024 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-12 78d ago | 14 | PDF → |
| 2 | Annual | 2026-07-26 95d ago LATE | 33 | PDF → |
| 3 | Annual | 2024-08-09 811d ago | 42 | PDF → |
| 4 | Annual | 2023-07-18 1199d ago | 60 | PDF → |
| 5 | PTR | 2023-07-15 1202d ago | 1 | PDF → |
| 6 | Annual | 2022-07-08 1574d ago | 4 | PDF → |
| 7 | Annual | 2021-05-17 1991d ago | 18 | PDF → |
| 8 | Annual | 2020-08-12 2269d ago LATE | 9 | PDF → |
| 9 | PTR | 2019-07-30 2648d ago | 1 | PDF → |
| 10 | PTR | 2019-06-15 2693d ago | 1 | PDF → |
| 11 | PTR | 2019-02-27 2801d ago | 2 | PDF → |
| 12 | Annual | 2018-10-11 2940d ago LATE | 17 | PDF → |
| 13 | Annual | 2017-09-16 3330d ago LATE | 22 | PDF → |
| 14 | PTR | 2017-02-17 3541d ago | 3 | PDF → |
| 15 | Annual | 2016-10-11 3670d ago | 1 | PDF → |
| 16 | PTR | 2015-02-26 4263d ago | 94 | PDF → |
Source: the Secretary of the Senate, 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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