William L. Owens

Following their disclosures vs. same money in SPY: -298.8 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	ON ONVO	$1K–$15K	2014-11-06	2014-11-13	PDF →
SELL	SP SPGYF	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	VZ VZ	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	UF UFI	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	TW TWC	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	SY SYY	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	SO SO	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	SG SGEN	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	PE PEP	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	NV NVS	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	NF NFLX	$15K–$50K	2014-09-08	2014-09-10	PDF →
SELL	KM KMB	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	JL JLL	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	MO MO	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	XO XON	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	IN INTC	$1K–$15K	2014-09-08	2014-09-10	PDF →
BUY	HB HBAYF	$15K–$50K	2014-09-08	2014-09-10	PDF →
BUY	HB HBAYF	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	DU DUK	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	BN BNEFF	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	BM BMO	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	BA BAC	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	BN BNS	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	AV AVA	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	T T	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	FU FUR	$1K–$15K	2014-09-08	2014-09-10	PDF →
SELL	JN JNJ	$1K–$15K	2014-09-08	2014-09-10	PDF →
BUY	TW TWX	$15K–$50K	2014-07-23	2014-07-24	PDF →
SELL	NF NFLX	$1K–$15K	2014-07-21	2014-07-22	PDF →
BUY	NV NVS	$15K–$50K	2014-07-15	2014-07-15	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Owens 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
NV NVS		$71K	67.4%	+197.9%	Jul 2014	Sep 2014
TW TWX		$34K	32.6%	+24.9%	Jul 2014	Jul 2014

Filings 9 on file · every disclosure Owens has made