Jefferson ShreveR
House · IN-6 · Filing since May 8, 2015
House Committee on Appropriations
Disclosed trades
636
Disclosed volume
$8.6M
range midpoints
Return on matched positions
+6.7%
S&P 500, same days
+8.3%
Excess vs S&P 500
-1.6%
Median holding
42d
Closed positions
61.8%128W / 79L
Bought and sold. Realized: $303K
Still held
65.5%57W / 30L
Open at the latest close. Unrealized: $275K
Matched positions
Buys matched to sells, oldest first| Ticker | Opened | Closed | Size | Return | S&P 500, same days | Excess | Held |
|---|---|---|---|---|---|---|---|
| DHR | May 8, 2015 | May 12, 2025 | $9K | +255.6% | +175.5% | +80.1% | 3657d |
| ADBE | May 8, 2025 | May 12, 2025 | $32K | +3.1% | +3.2% | -0.1% | 4d |
| AKAM | Mar 31, 2025 | May 12, 2025 | $33K | -2.1% | +4.2% | -6.3% | 42d |
| AKAM | Apr 7, 2025 | May 12, 2025 | $622 | +11.1% | +15.6% | -4.5% | 35d |
| ALB | Apr 7, 2025 | May 12, 2025 | $31K | +6.0% | +15.6% | -9.6% | 35d |
| AMGN | Feb 24, 2025 | May 12, 2025 | $33K | -11.3% | -2.4% | -8.9% | 77d |
| AMGN | Apr 11, 2025 | May 12, 2025 | $4K | -3.9% | +9.2% | -13.1% | 31d |
| APP | Apr 7, 2025 | May 12, 2025 | $22K | +49.8% | +15.6% | +34.2% | 35d |
| ACGL | Feb 24, 2025 | May 12, 2025 | $31K | +5.7% | -2.4% | +8.1% | 77d |
| BLK | Apr 7, 2025 | May 12, 2025 | $64K | +17.2% | +15.6% | +1.6% | 35d |
| CAT | Apr 17, 2025 | May 12, 2025 | $28K | +16.4% | +10.7% | +5.7% | 25d |
| CMCSA | Mar 31, 2025 | May 12, 2025 | $33K | -5.9% | +4.2% | -10.1% | 42d |
| CSGP | Feb 24, 2025 | May 12, 2025 | $33K | -2.7% | -2.4% | -0.3% | 77d |
| DVN | May 8, 2025 | May 12, 2025 | $31K | +5.1% | +3.2% | +1.9% | 4d |
| ELV | Feb 24, 2025 | May 12, 2025 | $30K | +8.2% | -2.4% | +10.5% | 77d |
| EPAM | Mar 31, 2025 | May 12, 2025 | $29K | +10.5% | +4.2% | +6.3% | 42d |
| EXPO | Feb 24, 2025 | May 12, 2025 | $33K | -6.1% | -2.4% | -3.8% | 77d |
| EXPO | Mar 13, 2025 | May 12, 2025 | $2K | -2.7% | +5.7% | -8.5% | 60d |
| XOM | Feb 24, 2025 | May 12, 2025 | $75K | -1.9% | -2.4% | +0.5% | 77d |
| XOM | Apr 7, 2025 | May 12, 2025 | $1K | +6.0% | +15.6% | -9.5% | 35d |
| FIS | Feb 24, 2025 | May 12, 2025 | $33K | +13.7% | -2.4% | +16.1% | 77d |
| FIS | Apr 7, 2025 | May 12, 2025 | $33K | +14.8% | +15.6% | -0.8% | 35d |
| BUSE | Mar 13, 2025 | May 12, 2025 | $27K | +4.1% | +5.7% | -1.6% | 60d |
| GE | Feb 24, 2025 | May 12, 2025 | $36K | +10.2% | -2.4% | +12.6% | 77d |
| GE | May 8, 2025 | May 12, 2025 | $34K | +2.1% | +3.2% | -1.1% | 4d |
| HAL | May 8, 2025 | May 12, 2025 | $31K | +5.0% | +3.2% | +1.8% | 4d |
| HD | Apr 7, 2025 | May 12, 2025 | $22K | +10.3% | +15.6% | -5.3% | 35d |
| HUBB | Mar 31, 2025 | May 12, 2025 | $28K | +14.4% | +4.2% | +10.1% | 42d |
| INTU | Apr 7, 2025 | May 12, 2025 | $147K | +19.1% | +15.6% | +3.5% | 35d |
| JNJ | Feb 24, 2025 | May 12, 2025 | $33K | -5.9% | -2.4% | -3.5% | 77d |
| JNJ | Mar 5, 2025 | May 12, 2025 | $33K | -6.6% | -0.0% | -6.6% | 68d |
| LEN | May 8, 2025 | May 12, 2025 | $32K | +2.7% | +3.2% | -0.5% | 4d |
| LIN | Apr 7, 2025 | May 12, 2025 | $70K | +6.7% | +15.6% | -8.9% | 35d |
| LOW | Feb 24, 2025 | May 12, 2025 | $33K | -1.8% | -2.4% | +0.6% | 77d |
| LOW | Apr 11, 2025 | May 12, 2025 | $558 | +5.6% | +9.2% | -3.5% | 31d |
| MSFT | May 8, 2025 | May 12, 2025 | $731K | +2.5% | +3.2% | -0.6% | 4d |
| MSTR | Feb 24, 2025 | May 12, 2025 | $23K | +43.2% | -2.4% | +45.6% | 77d |
| NVDA | May 8, 2025 | May 12, 2025 | $175K | +4.8% | +3.2% | +1.6% | 4d |
| OXY | May 8, 2025 | May 12, 2025 | $31K | +5.8% | +3.2% | +2.7% | 4d |
| ORCL | Mar 5, 2025 | May 12, 2025 | $22K | -2.7% | -0.0% | -2.7% | 68d |
| ORCL | May 8, 2025 | May 12, 2025 | $11K | +4.6% | +3.2% | +1.4% | 4d |
| PHM | Feb 24, 2025 | May 12, 2025 | $31K | +4.8% | -2.4% | +7.1% | 77d |
| PWR | Mar 31, 2025 | May 12, 2025 | $33K | +30.9% | +4.2% | +26.7% | 42d |
| RPD | Mar 31, 2025 | May 12, 2025 | $32K | +0.9% | +4.2% | -3.4% | 42d |
| RGLD | Feb 24, 2025 | May 12, 2025 | $33K | +13.1% | -2.4% | +15.5% | 77d |
| RGLD | Apr 7, 2025 | May 12, 2025 | $33K | +8.8% | +15.6% | -6.7% | 35d |
| RTX | Feb 24, 2025 | May 12, 2025 | $31K | +4.1% | -2.4% | +6.5% | 77d |
| SHW | Feb 24, 2025 | May 12, 2025 | $31K | +3.9% | -2.4% | +6.2% | 77d |
| CI | Feb 24, 2025 | May 12, 2025 | $31K | +4.9% | -2.4% | +7.3% | 77d |
| TTD | May 8, 2025 | May 12, 2025 | $25K | +32.6% | +3.2% | +29.4% | 4d |
| TJX | Apr 7, 2025 | May 12, 2025 | $33K | +10.4% | +15.6% | -5.2% | 35d |
| UNP | Feb 24, 2025 | May 12, 2025 | $33K | -4.7% | -2.4% | -2.3% | 77d |
| VRTX | Feb 24, 2025 | May 12, 2025 | $33K | -8.8% | -2.4% | -6.4% | 77d |
| VRTX | Mar 13, 2025 | May 12, 2025 | $3K | -12.6% | +5.7% | -18.4% | 60d |
| AMD | Mar 31, 2025 | May 12, 2025 | $16K | +5.2% | +4.2% | +1.0% | 42d |
| AMD | May 8, 2025 | May 12, 2025 | $33K | +6.3% | +3.2% | +3.1% | 4d |
| AXP | May 8, 2025 | May 12, 2025 | $31K | +5.4% | +3.2% | +2.2% | 4d |
| ADI | Mar 31, 2025 | May 12, 2025 | $29K | +10.7% | +4.2% | +6.4% | 42d |
| ANET | Apr 7, 2025 | May 12, 2025 | $33K | +35.4% | +15.6% | +19.8% | 35d |
| AXON | Mar 5, 2025 | May 12, 2025 | $25K | +29.6% | -0.0% | +29.6% | 68d |
| BALL | Apr 7, 2025 | May 12, 2025 | $29K | +12.8% | +15.6% | -2.7% | 35d |
| BKE | Apr 7, 2025 | May 12, 2025 | $30K | +9.6% | +15.6% | -6.0% | 35d |
| CBOE | Mar 5, 2025 | May 12, 2025 | $33K | +4.1% | -0.0% | +4.1% | 68d |
| CBOE | Mar 13, 2025 | May 12, 2025 | $33K | +2.8% | +5.7% | -2.9% | 60d |
| CBOE | Apr 7, 2025 | May 12, 2025 | $7K | +6.7% | +15.6% | -8.9% | 35d |
| CNC | Mar 5, 2025 | May 12, 2025 | $30K | +6.6% | -0.0% | +6.6% | 68d |
| COP | Apr 7, 2025 | May 12, 2025 | $30K | +7.7% | +15.6% | -7.9% | 35d |
| DG | Mar 5, 2025 | May 12, 2025 | $27K | +21.4% | -0.0% | +21.4% | 68d |
| GS | May 8, 2025 | May 12, 2025 | $31K | +4.5% | +3.2% | +1.4% | 4d |
| HIW | Mar 5, 2025 | May 12, 2025 | $31K | +5.5% | -0.0% | +5.5% | 68d |
| HOMB | Apr 7, 2025 | May 12, 2025 | $28K | +17.7% | +15.6% | +2.1% | 35d |
| LRCX | Mar 31, 2025 | May 12, 2025 | $29K | +13.1% | +4.2% | +8.9% | 42d |
| MPC | Mar 5, 2025 | May 12, 2025 | $28K | +17.0% | -0.0% | +17.0% | 68d |
| MRVL | Apr 7, 2025 | May 12, 2025 | $46K | +26.5% | +15.6% | +10.9% | 35d |
| MCD | Mar 5, 2025 | May 12, 2025 | $32K | +1.5% | -0.0% | +1.5% | 68d |
| PYPL | Apr 7, 2025 | May 12, 2025 | $26K | +23.5% | +15.6% | +8.0% | 35d |
| SNDR | Apr 7, 2025 | May 12, 2025 | $28K | +16.4% | +15.6% | +0.8% | 35d |
| CG | Apr 7, 2025 | May 12, 2025 | $42K | +23.6% | +15.6% | +8.0% | 35d |
| TT | Apr 7, 2025 | May 12, 2025 | $57K | +31.6% | +15.6% | +16.0% | 35d |
| TDG | Mar 5, 2025 | May 12, 2025 | $234 | +3.1% | -0.0% | +3.1% | 68d |
| TDG | Apr 7, 2025 | May 12, 2025 | $28K | +13.4% | +15.6% | -2.2% | 35d |
| DIS | May 8, 2025 | May 12, 2025 | $31K | +5.1% | +3.2% | +1.9% | 4d |
| ZTS | Apr 7, 2025 | May 12, 2025 | $29K | +8.6% | +15.6% | -7.0% | 35d |
| A | Apr 17, 2025 | May 12, 2025 | $29K | +12.8% | +10.7% | +2.0% | 25d |
| AIG | Mar 13, 2025 | May 12, 2025 | $32K | +2.4% | +5.7% | -3.4% | 60d |
| AMAT | Apr 17, 2025 | May 12, 2025 | $61K | +22.2% | +10.7% | +11.5% | 25d |
| ARES | Apr 17, 2025 | May 12, 2025 | $61K | +22.2% | +10.7% | +11.4% | 25d |
| ADSK | Apr 17, 2025 | May 12, 2025 | $29K | +13.0% | +10.7% | +2.3% | 25d |
| CMG | Apr 17, 2025 | May 12, 2025 | $71K | +5.4% | +10.7% | -5.4% | 25d |
| CSX | Apr 17, 2025 | May 12, 2025 | $30K | +9.5% | +10.7% | -1.2% | 25d |
| IDXX | Mar 13, 2025 | May 12, 2025 | $33K | +25.4% | +5.7% | +19.7% | 60d |
| IDXX | Apr 7, 2025 | May 12, 2025 | $75K | +34.4% | +15.6% | +18.9% | 35d |
| LFUS | Apr 17, 2025 | May 12, 2025 | $23K | +41.5% | +10.7% | +30.7% | 25d |
| NEM | Mar 13, 2025 | May 12, 2025 | $29K | +11.2% | +5.7% | +5.5% | 60d |
| PRU | Mar 13, 2025 | May 12, 2025 | $32K | +2.2% | +5.7% | -3.5% | 60d |
| ROST | Apr 17, 2025 | May 12, 2025 | $30K | +6.9% | +10.7% | -3.9% | 25d |
| SYK | Apr 17, 2025 | May 12, 2025 | $33K | +12.0% | +10.7% | +1.3% | 25d |
| SNPS | Apr 17, 2025 | May 12, 2025 | $61K | +22.3% | +10.7% | +11.6% | 25d |
| TXN | Mar 31, 2025 | May 12, 2025 | $31K | +4.2% | +4.2% | -0.0% | 42d |
| TXN | Apr 7, 2025 | May 12, 2025 | $75K | +21.6% | +15.6% | +6.0% | 35d |
Latest filings
All 636 →| Asset | Type | Owner | Traded | Filed | Amount | Filing |
|---|---|---|---|---|---|---|
—JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 | Buy | Self | May 20, 2026 | Jun 6, 2026 | $5,000,001 - $25,000,000 | PDF ↗ |
—Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 | Buy | Self | May 20, 2026 | Jun 6, 2026 | $1,000,001 - $5,000,000 | PDF ↗ |
—Prudential RILA - 10% Buffer 3-year S&P 500 Index | Buy | Self | Feb 17, 2026 | Mar 14, 2026 | $1,000,001 - $5,000,000 | PDF ↗ |
—Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Buy | Self | Feb 17, 2026 | Mar 14, 2026 | $1,000,001 - $5,000,000 | PDF ↗ |
—Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Buy | Self | Feb 17, 2026 | Mar 14, 2026 | $1,000,001 - $5,000,000 | PDF ↗ |
—Brighthouse Buffered Annuity Russell 2000 Cap Rate | Sell | Self | Feb 9, 2026 | Mar 14, 2026 | $5,000,001 - $25,000,000 | PDF ↗ |
—Brighthouse Buffered Annuity S&P 500 Trigger Rate | Sell | Self | Feb 9, 2026 | Mar 14, 2026 | $5,000,001 - $25,000,000 | PDF ↗ |
—JP Morgan 3-year one-time callable barrier note | Buy | Self | Dec 30, 2025 | Jan 2, 2026 | $5,000,001 - $25,000,000 | PDF ↗ |
—JP Morgan 3-year auto callable buffer note | Buy | Self | Dec 30, 2025 | Jan 2, 2026 | $5,000,001 - $25,000,000 | PDF ↗ |
—JP Morgan 3-year auto callable buffer note | Buy | Self | Dec 30, 2025 | Jan 1, 2026 | $5,000,001 - $25,000,000 | PDF ↗ |
—Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index | Buy | Self | Dec 29, 2025 | Jan 1, 2026 | $5,000,001 - $25,000,000 | PDF ↗ |
—JP Morgan 3-year auto callable buffer note | Buy | Self | Dec 30, 2025 | Dec 31, 2025 | $5,000,001 - $25,000,000 | PDF ↗ |
—Prudential RILA - 10% Buffer 3-year S&P 500 Index | Buy | Self | Dec 29, 2025 | Dec 31, 2025 | $5,000,001 - $25,000,000 | PDF ↗ |
—JP Morgan 3-year auto callable buffer note | Buy | Self | Dec 30, 2025 | Dec 30, 2025 | $5,000,001 - $25,000,000 | PDF ↗ |
—Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate | Buy | Self | Dec 29, 2025 | Dec 30, 2025 | $5,000,001 - $25,000,000 | PDF ↗ |
—JP Morgan 5 year Barrier Note INDU/NDX/RTY | Buy | Self | Nov 13, 2025 | Dec 14, 2025 | $5,000,001 - $25,000,000 | PDF ↗ |
—Bank of Montreal 13-Month Digital Buffer Note | Buy | Self | Nov 13, 2025 | Dec 14, 2025 | $5,000,001 - $25,000,000 | PDF ↗ |
—Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Ohio St Spl Oblig 5.0000 2029-04-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Oregon St 5.0000 2028-12-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Minnesota ST 5.00 2025-08-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Laredo TEX 5.000 2031-2-15/ 516824JB6 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Kansas City MO 4.0000 2030-02-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Las Vegas Nev 4.000 2027-06-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Maryland St Dept Transn Cons Transn 5.000 2029-09-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—New York NY 5.0000 2033-08-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Minnesota St 5.00000 2025-08-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Oviedo FLA Util Rev 5.0000 2032-10- 01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Denton Tex 5.0000 2029-02-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Denton Tex Indpt Sch Dist 5.0000 2029-08-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Florida St Dept Environmental Protn Preservation Rev 5.00 2026-07-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Houston Tex 5.000 2031-03-01/ 4423315C4 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $50,001 - $100,000 | PDF ↗ |
—District Columbia Income Tax Rev 5.000 2032-03-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—General Motors Financial Company Inc 2.35 2031-01-08 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $50,001 - $100,000 | PDF ↗ |
—Grand Praire Tex 5.0000 2032-02-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Citigroup Inc 5.875 2033-02-22 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $50,001 - $100,000 | PDF ↗ |
—Lakewood Ohio City Sch Dist 5.0000 2025-12-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Memphis TN 5.0000 2032-05-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Comcast 6.50% maturing 11/15/35 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—New York NY 5.0000 2028-08-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
—Denton Cnty Tex 4.0000 2029-07-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—JP Morgan 4.912 7-25-33 '32/ 46647PDH6 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $1,001 - $15,000 | PDF ↗ |
—Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01 | Sell | Self | May 13, 2025 | Jun 22, 2025 | $15,001 - $50,000 | PDF ↗ |
How these returns are calculated
- Filings disclose a dollar range, never a share count. Each trade is sized at the midpoint of its range and converted to shares at that day’s close.
- Buys are matched to sells oldest-first. A sell with no buy on file — the position was opened before this record starts — is left out instead of scored.
- The S&P 500 column is the index bought the day the position opened and sold the day it closed, so the comparison covers the days they were actually exposed.
- Win rate is shown separately for closed and open positions. Counting only closed sales flatters anyone still holding losers.
- Stocks only. An option’s payoff is not the underlying’s price move, so options, bonds and funds are listed but not scored.
- Prices were unavailable for some tickers (delisted or renamed), so they are excluded: 3/254
- Sales with no matching purchase on file: 256
- Public records shown for information only. Not investment advice.
- Last computed: Sep 16, 2026