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: -229.9 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 | 🔒Register for free to view | $15K–$50K | 2020-09-30 | 2021-04-30 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-07-27 | 2021-04-30 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-05-29 | 2021-04-30 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-04-23 | 2021-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2020-04-13 | 2021-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2020-04-13 | 2021-04-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-12-30 | 2020-08-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-12-24 | 2020-08-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-12-23 | 2020-08-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-12-23 | 2020-08-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-12-23 | 2020-08-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-12-23 | 2020-08-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-12-20 | 2020-08-07 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2019-12-18 | 2020-08-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-11-27 | 2020-08-07 | 🔒 |
| SELL | 🔒Register for free to view | $250K–$500K | 2019-11-01 | 2020-08-07 | 🔒 |
| BUY | 🔒Register for free to view | $250K–$500K | 2019-11-01 | 2020-08-07 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2019-10-08 | 2020-08-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-10-08 | 2020-08-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-10-08 | 2020-08-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-10-08 | 2020-08-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-04-08 | 2020-08-07 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2019-04-05 | 2020-08-07 | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2018-12-21 | 2019-04-30 | 🔒 |
Filings 11 on file · every disclosure Udall has made
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2021-04-30 1963d ago | 12 | PDF → |
| 2 | Annual | 2020-08-07 2229d ago | 17 | PDF → |
| 3 | Annual | 2019-04-30 2694d ago | 17 | PDF → |
| 4 | PTR | 2019-04-18 2706d ago | 1 | PDF → |
| 5 | PTR | 2019-04-18 2706d ago | 1 | PDF → |
| 6 | PTR | 2019-01-10 2804d ago | 1 | PDF → |
| 7 | Annual | 2018-05-15 3044d ago | 17 | 🔒Register for free to view |
| 8 | Annual | 2017-05-15 3409d ago LATE | 10 | 🔒Register for free to view |
| 9 | Annual | 2017-05-15 3409d ago | 12 | 🔒Register for free to view |
| 10 | Annual | 2015-05-15 4140d ago | 9 | 🔒Register for free to view |
| 11 | Annual | 2015-05-14 4141d ago LATE | 11 | 🔒Register for free to view |
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.