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 | ||
|---|---|---|---|---|---|
| BUY | U.S. Treasury Bond govt security | $1K–$15K | 2022-10-31 | 2022-12-21 LATE | PDF → |
| BUY | U.S. Treasury Bond govt security | $1K–$15K | 2022-10-28 | 2022-12-21 LATE | PDF → |
| SELL | CA CAT
|
$1K–$15K | 2020-03-31 | 2020-04-17 | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-03-31 | 2020-04-17 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2018-11-29 | 2019-01-02 | 🔒 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | PTR | 2022-12-21 1363d ago | 2 | PDF → |
| 2 | Annual | 2022-05-16 1582d ago | — | PDF → |
| 3 | Annual | 2021-08-13 1858d ago | — | PDF → |
| 4 | Annual | 2020-08-13 2223d ago | — | PDF → |
| 5 | PTR | 2020-04-17 2341d ago | 2 | 🔒Register for free to view |
| 6 | Annual | 2019-05-15 2679d ago | — | 🔒Register for free to view |
| 7 | PTR | 2019-01-02 2812d ago | 1 | 🔒Register for free to view |
| 8 | Annual | 2018-05-14 3045d ago | — | 🔒Register for free to view |
Source: the U.S. House Clerk, 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.