Our reconstruction from the PDF filings — can be wrong. Always check the source PDF. Not advice.
Thomas Udall
SenateFollowing their disclosures vs. same money in SPY: -228.0 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 |  AG AGTHX
mutual fund
(joint)
|
$1K–$15K | 2020-12-21 | 2021-04-30 | PDF → |
| BUY |  SM SMCWX
mutual fund
(spouse)
|
$1K–$15K | 2020-12-18 | 2021-04-30 | PDF → |
| BUY |  AN ANWPX
mutual fund
(spouse)
|
$1K–$15K | 2020-12-18 | 2021-04-30 | PDF → |
| BUY | AN ANWPX
mutual fund
(joint)
|
$1K–$15K | 2020-12-18 | 2021-04-30 | PDF → |
| SELL |  RP RPAI
other
(joint)
|
$15K–$50K | 2020-10-19 | 2021-04-30 | PDF → |
| SELL |  CA CAIBX
mutual fund
(joint)
|
$1K–$15K | 2020-10-19 | 2021-04-30 | PDF → |
| SELL | AG AGTHX
mutual fund
(joint)
|
$15K–$50K | 2020-09-30 | 2021-04-30 | PDF → |
| SELL | CA CAIBX
mutual fund
(joint)
|
$1K–$15K | 2020-07-27 | 2021-04-30 | PDF → |
| SELL |  FR FRHIX
mutual fund
(joint)
|
$1K–$15K | 2020-05-29 | 2021-04-30 | PDF → |
| SELL | FR FRHIX
mutual fund
(joint)
|
$1K–$15K | 2020-04-23 | 2021-04-30 | PDF → |
| BUY |  NE NEWFX
mutual fund
(joint)
|
$15K–$50K | 2020-04-13 | 2021-04-30 | PDF → |
| BUY | FR FRHIX
mutual fund
(joint)
|
$15K–$50K | 2020-04-13 | 2021-04-30 | PDF → |
| BUY |  EW EWEAX
mutual fund
(joint)
|
$1K–$15K | 2019-12-30 | 2020-08-07 | PDF → |
| BUY | SM SMCWX
mutual fund
(spouse)
|
$1K–$15K | 2019-12-24 | 2020-08-07 | PDF → |
| BUY | AN ANWPX
mutual fund
(spouse)
|
$1K–$15K | 2019-12-23 | 2020-08-07 | PDF → |
| BUY | NE NEWFX
mutual fund
(joint)
|
$1K–$15K | 2019-12-23 | 2020-08-07 | PDF → |
| BUY | AN ANWPX
mutual fund
(joint)
|
$1K–$15K | 2019-12-23 | 2020-08-07 | PDF → |
| BUY | AG AGTHX
mutual fund
(joint)
|
$1K–$15K | 2019-12-23 | 2020-08-07 | PDF → |
| BUY |  AE AEPGX
mutual fund
(spouse)
|
$1K–$15K | 2019-12-20 | 2020-08-07 | PDF → |
| BUY |  VG VGRLX
mutual fund
|
$1K–$15K | 2019-12-18 | 2020-08-07 | PDF → |
| SELL | FR FRHIX
mutual fund
(joint)
|
$1K–$15K | 2019-11-27 | 2020-08-07 | PDF → |
| SELL | TransAmerica Jennison Growth other (joint) | $250K–$500K | 2019-11-01 | 2020-08-07 | PDF → |
| BUY | TransAmerica Morgan Stanley Capital Growth other (joint) | $250K–$500K | 2019-11-01 | 2020-08-07 | PDF → |
| BUY | VG VGRLX
mutual fund
|
$15K–$50K | 2019-10-08 | 2020-08-07 | PDF → |
| SELL | SM SMCWX
mutual fund
(spouse)
|
$1K–$15K | 2019-10-08 | 2020-08-07 | PDF → |
| SELL |  NY NYVTX
mutual fund
(spouse)
|
$1K–$15K | 2019-10-08 | 2020-08-07 | PDF → |
| SELL |  AW AWPAX
mutual fund
(spouse)
|
$1K–$15K | 2019-10-08 | 2020-08-07 | PDF → |
| SELL | NY NYVTX
mutual fund
(spouse)
|
$1K–$15K | 2019-04-08 | 2020-08-07 | PDF → |
| SELL |  ES ESIYX
mutual fund
(joint)
|
$1K–$15K | 2019-04-05 | 2020-08-07 | PDF → |
| BUY | NE NEWFX
mutual fund
(joint)
|
$15K–$50K | 2018-12-21 | 2019-04-30 | PDF → |
Filings 11 on file · every disclosure Udall has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2021-04-30 2008d ago | 12 | PDF → |
| 2 | Annual | 2020-08-07 2274d ago | 17 | PDF → |
| 3 | Annual | 2019-04-30 2739d ago | 17 | PDF → |
| 4 | PTR | 2019-04-18 2751d ago | 1 | PDF → |
| 5 | PTR | 2019-04-18 2751d ago | 1 | PDF → |
| 6 | PTR | 2019-01-10 2849d ago | 1 | PDF → |
| 7 | Annual | 2018-05-15 3089d ago | 17 | PDF → |
| 8 | Annual | 2017-05-15 3454d ago LATE | 10 | PDF → |
| 9 | Annual | 2017-05-15 3454d ago | 12 | PDF → |
| 10 | Annual | 2015-05-15 4185d ago | 9 | PDF → |
| 11 | Annual | 2015-05-14 4186d ago LATE | 11 | 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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