S&P 500 7,757.17 +0.58%
Nasdaq 26,702.86 +1.05%
S&P/TSX 36,324.99 +0.60%
Apple 343.99 +1.32%
Nvidia 221.97 +2.54%
Microsoft 532.95 +0.20%
Shopify 244.93 +0.38%
Royal Bank 283.62 +1.23%
CAD/USD 0.7121 +0.17%
AFTER HRS · 17:30 ET
Market ClerkRecap
Wed Oct 21 · after hours2 signals today106 insider buys this week · $305.5MCIRO short report next: Oct 31The week ahead
JB
CONGRESS · SENATE · R · AR

John Boozman

Every equity trade disclosed under the STOCK Act, and what copying the buys would have returned entering the day each became public.

All membersCopy-trade test
Rank
#8
of 15 members ranked, copy-trade
Copy-trade return
+4.2%
entering the day each trade became public
S&P 500, same windows
+7.5%
equal-weighted, same dates
Vs index
−3.3
98 positions
Disclosure lag
26d
median · STOCK Act allows 45 · 38 late
Historical curiosity, not a signal. Disclosed amounts are ranges; the test assumes the low end.

Disclosed trades

195 TRADES · 99 BUYS · 96 SELLS · 96 STOCKS
TradedDisclosedLagTickerAssetTypeOwnerAmountFiling
Aug 27, 2026Sep 11, 202615dOTISOtis Worldwide Corporation Common StockBuyJoint$1K–$15Ksource ↗
Aug 27, 2026Sep 11, 202615dIVViShares Core S&P 500 ETFSellJoint$1K–$15Ksource ↗
Aug 20, 2026Sep 11, 202622dSPYMTradr 2X Long SPY Monthly ETFBuyJoint$1K–$15Ksource ↗
Aug 20, 2026Sep 11, 202622dJNJJohnson & Johnson Common StockSellJoint$1K–$15Ksource ↗
Aug 19, 2026Sep 11, 202623dAVUVAvantis U.S. Small Cap Value ETFBuyJoint$1K–$15Ksource ↗
Aug 19, 2026Sep 11, 202623dIJRiShares Core S&P Small-Cap ETFBuyJoint$1K–$15Ksource ↗
Aug 19, 2026Sep 11, 202623dWWSYXWestwood Quality SmallCap Fund - Westwood Quality SmallCap…SellJoint$15K–$50Ksource ↗
Aug 13, 2026Sep 11, 202629dFSLRFirst Solar, Inc. - Common StockBuyJoint$1K–$15Ksource ↗
Aug 13, 2026Sep 11, 202629dCEGConstellation Energy Corporation - Common Stock When-IssuedSellJoint$1K–$15Ksource ↗
Jul 31, 2026Aug 17, 202617dCBOECboe Global Markets, Inc. Common StockSellJoint$1K–$15Ksource ↗
Jul 30, 2026Aug 17, 202618dPYPLPayPal Holdings, Inc. - Common StockBuyJoint$1K–$15Ksource ↗
Jul 30, 2026Aug 17, 202618dPYPLPayPal Holdings, Inc. - Common StockBuyJoint$1K–$15Ksource ↗
Jul 23, 2026Aug 17, 202625dSPYMTradr 2X Long SPY Monthly ETFBuyJoint$1K–$15Ksource ↗
Jul 23, 2026Aug 17, 202625dSPYMTradr 2X Long SPY Monthly ETFBuyJoint$1K–$15Ksource ↗
Jul 23, 2026Aug 17, 202625dJPMJP Morgan Chase & Co. Common StockSellJoint$1K–$15Ksource ↗
Jul 9, 2026Aug 17, 202639dAPTVAptiv PLC Ordinary SharesBuyJoint$1K–$15Ksource ↗
Jul 9, 2026Aug 17, 202639dAPTVAptiv PLC Ordinary SharesBuyJoint$1K–$15Ksource ↗
Jul 9, 2026Aug 17, 202639dHDHome Depot, Inc. (The) Common StockSellJoint$1K–$15Ksource ↗
Jul 2, 2026Aug 17, 202646dCVXChevron Corporation Common StockBuyJoint$1K–$15Ksource ↗
Jul 2, 2026Aug 17, 202646dELEstee Lauder Companies, Inc. (The) Common StockBuyJoint$1K–$15Ksource ↗
Jul 2, 2026Aug 17, 202646dSPYMTradr 2X Long SPY Monthly ETFBuyJoint$1K–$15Ksource ↗
Jul 2, 2026Aug 17, 202646dCVXChevron Corporation Common StockBuyJoint$1K–$15Ksource ↗
Jul 2, 2026Aug 17, 202646dELEstee Lauder Companies, Inc. (The) Common StockBuyJoint$1K–$15Ksource ↗
Jul 2, 2026Aug 17, 202646dTRVThe Travelers Companies, Inc. Common StockSellJoint$1K–$15Ksource ↗
Jun 25, 2026Jul 13, 202618dPALLabrdn Physical Palladium Shares ETFBuyJoint$1K–$15Ksource ↗
Jun 25, 2026Jul 13, 202618dIGViShares Expanded Tech-Software Sector ETFBuyJoint$1K–$15Ksource ↗
Jun 25, 2026Jul 13, 202618dFTGCFirst Trust Global Tactical Commodity Strategy FundSellJoint$1K–$15Ksource ↗
Jun 25, 2026Jul 13, 202618dTPYPTortoise North American Pipeline FundSellJoint$1K–$15Ksource ↗
Jun 17, 2026Jul 13, 202626dIEFiShares 7-10 Year Treasury Bond ETFSellJoint$1K–$15Ksource ↗
Jun 12, 2026Jul 13, 202631dATOAtmos Energy Corporation Common StockSellJoint$1K–$15Ksource ↗
Jun 4, 2026Jul 13, 202639dUNHUnitedHealth Group Incorporated Common Stock (DE)BuyJoint$1K–$15Ksource ↗
Jun 4, 2026Jul 13, 202639dBSXBoston Scientific Corporation Common StockSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETFBuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury…BuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dGIGBGoldman Sachs Access Investment Grade Corporate Bond ETFBuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dGBILGoldman Sachs Access Treasury 0-1 Year ETFBuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dAGZiShares Agency Bond ETFBuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dMBBiShares MBS ETFBuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dCMBSiShares CMBS ETFBuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dTLHiShares 10-20 Year Treasury Bond ETFBuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dIEFiShares 7-10 Year Treasury Bond ETFBuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dJMBSJanus Henderson Mortgage-Backed Securities ETFBuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dSCHPSchwab U.S. TIPS ETFBuyJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dEIPIFT Energy Income Partners Enhanced Income ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dGEMGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dEFAiShares MSCI EAFE ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dIWMiShares Russell 2000 ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dRNWGXNEW WORLD FUND INC - Class R-6SellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dIVViShares Core S&P 500 ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dLITPSprott Lithium Miners ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dVNQIVanguard Global ex-U.S. Real Estate Index Fund - ETF SharesSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dVEAVanguard Developed Markets Index Fund - ETF SharesSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dEIPIFT Energy Income Partners Enhanced Income ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dFTGCFirst Trust Global Tactical Commodity Strategy FundSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dGEMGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dEFAiShares MSCI EAFE ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dIWMiShares Russell 2000 ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dSPYMTradr 2X Long SPY Monthly ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dRNWGXNEW WORLD FUND INC - Class R-6SellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dIVViShares Core S&P 500 ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dLITPSprott Lithium Miners ETFSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dVNQIVanguard Global ex-U.S. Real Estate Index Fund - ETF SharesSellJoint$1K–$15Ksource ↗
May 27, 2026Jun 16, 202620dVEAVanguard Developed Markets Index Fund - ETF SharesSellJoint$1K–$15Ksource ↗
May 15, 2026Jun 16, 202632dALBAlbemarle Corporation Common StockBuyJoint$1K–$15Ksource ↗
May 15, 2026Jun 16, 202632dPLTRPalantir Technologies Inc. - Class A Common StockBuyJoint$1K–$15Ksource ↗
May 15, 2026Jun 16, 202632dECLEcolab Inc. Common StockSellJoint$1K–$15Ksource ↗
May 15, 2026Jun 16, 202632dACNAccenture plc Class A Ordinary Shares (Ireland)SellJoint$1K–$15Ksource ↗
May 15, 2026Jun 16, 202632dECLEcolab Inc. Common StockSellJoint$1K–$15Ksource ↗
May 13, 2026Jun 16, 202634dXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury…BuyJoint$50K–$100Ksource ↗
May 13, 2026Jun 16, 202634dGIGBGoldman Sachs Access Investment Grade Corporate Bond ETFBuyJoint$1K–$15Ksource ↗
May 13, 2026Jun 16, 202634dMBBiShares MBS ETFSellJoint$1K–$15Ksource ↗
May 13, 2026Jun 16, 202634dIEIiShares 3-7 Year Treasury Bond ETFSellJoint$50K–$100Ksource ↗
May 13, 2026Jun 16, 202634dCMBSiShares CMBS ETFSellJoint$1K–$15Ksource ↗
May 13, 2026Jun 16, 202634dJMBSJanus Henderson Mortgage-Backed Securities ETFSellJoint$1K–$15Ksource ↗
May 13, 2026Jun 16, 202634dSCHPSchwab U.S. TIPS ETFSellJoint$1K–$15Ksource ↗
May 13, 2026Jun 16, 202634dMBBiShares MBS ETFSellJoint$1K–$15Ksource ↗
May 13, 2026Jun 16, 202634dIEIiShares 3-7 Year Treasury Bond ETFSellJoint$50K–$100Ksource ↗
May 13, 2026Jun 16, 202634dCMBSiShares CMBS ETFSellJoint$1K–$15Ksource ↗
May 13, 2026Jun 16, 202634dJMBSJanus Henderson Mortgage-Backed Securities ETFSellJoint$1K–$15Ksource ↗
May 13, 2026Jun 16, 202634dSCHPSchwab U.S. TIPS ETFSellJoint$1K–$15Ksource ↗
Apr 9, 2026May 8, 202629dDVNDevon Energy Corporation Common StockBuyJoint$1K–$15Ksource ↗
Apr 2, 2026May 8, 202636dCEGConstellation Energy Corporation - Common Stock When-IssuedBuyJoint$1K–$15Ksource ↗
Apr 2, 2026May 8, 202636dTBLLInvesco Short Term Treasury ETFSellJoint$1K–$15Ksource ↗
Mar 20, 2026Apr 14, 202625dSPYMTradr 2X Long SPY Monthly ETFBuyJoint$1K–$15Ksource ↗
Mar 20, 2026Apr 14, 202625dTPYPTortoise North American Pipeline FundSellJoint$1K–$15Ksource ↗
Mar 19, 2026Apr 14, 202626dFTGCFirst Trust Global Tactical Commodity Strategy FundBuyJoint$1K–$15Ksource ↗
Mar 19, 2026Apr 14, 202626dNVDANVIDIA Corporation - Common StockBuyJoint$1K–$15Ksource ↗
Mar 19, 2026Apr 14, 202626dVEAVanguard Developed Markets Index Fund - ETF SharesBuyJoint$1K–$15Ksource ↗
Mar 19, 2026Apr 14, 202626dBBEUJPMorgan BetaBuilders Europe ETFSellJoint$15K–$50Ksource ↗
Mar 19, 2026Apr 14, 202626dJNJJohnson & Johnson Common StockSellJoint$1K–$15Ksource ↗
Mar 13, 2026Apr 14, 202632dARESAres Management Corporation Class A Common StockBuyJoint$1K–$15Ksource ↗
Mar 5, 2026Apr 14, 202640dMSFTMicrosoft Corporation - Common StockBuyJoint$1K–$15Ksource ↗
Feb 27, 2026Mar 6, 20267dNTAPNetApp, Inc. - Common StockBuyJoint$1K–$15Ksource ↗
Feb 27, 2026Mar 6, 20267dAMATApplied Materials, Inc. - Common StockSellJoint$1K–$15Ksource ↗
Feb 26, 2026Mar 6, 20268dKRKroger Company (The) Common StockBuyJoint$1K–$15Ksource ↗
Feb 26, 2026Mar 6, 20268dPGProcter & Gamble Company (The) Common StockSellJoint$1K–$15Ksource ↗
Feb 19, 2026Mar 6, 202615dUNPUnion Pacific Corporation Common StockSellJoint$1K–$15Ksource ↗
Feb 13, 2026Mar 6, 202621dMSFTMicrosoft Corporation - Common StockBuyJoint$1K–$15Ksource ↗
Feb 13, 2026Mar 6, 202621dADBEAdobe Inc. - Common StockSellJoint$1K–$15Ksource ↗
Feb 6, 2026Mar 6, 202628dXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETFBuyJoint$15K–$50Ksource ↗
Feb 6, 2026Mar 6, 202628dGIGBGoldman Sachs Access Investment Grade Corporate Bond ETFBuyJoint$1K–$15Ksource ↗
Feb 6, 2026Mar 6, 202628dCMBSiShares CMBS ETFBuyJoint$1K–$15Ksource ↗
Feb 6, 2026Mar 6, 202628dEMBiShares J.P. Morgan USD Emerging Markets Bond ETFBuyJoint$1K–$15Ksource ↗
Feb 6, 2026Mar 6, 202628dTLHiShares 10-20 Year Treasury Bond ETFBuyJoint$1K–$15Ksource ↗
Feb 6, 2026Mar 6, 202628dIEFiShares 7-10 Year Treasury Bond ETFBuyJoint$1K–$15Ksource ↗
Feb 6, 2026Mar 6, 202628dUBERUber Technologies, Inc. Common StockBuyJoint$1K–$15Ksource ↗
Feb 6, 2026Mar 6, 202628dDBLEXDoubleLine Emerging Markets Fixed Income Fund - Class ISellJoint$1K–$15Ksource ↗
Feb 6, 2026Mar 6, 202628dAGZiShares Agency Bond ETFSellJoint$1K–$15Ksource ↗
Feb 6, 2026Mar 6, 202628dMBBiShares MBS ETFSellJoint$1K–$15Ksource ↗
Feb 6, 2026Mar 6, 202628dSHYiShares 1-3 Year Treasury Bond ETFSellJoint$15K–$50Ksource ↗
Feb 6, 2026Mar 6, 202628dJMBSJanus Henderson Mortgage-Backed Securities ETFSellJoint$1K–$15Ksource ↗
Jan 29, 2026Feb 15, 202617dCATCaterpillar IncBuyJoint$1K–$15Ksource ↗
Jan 29, 2026Feb 15, 202617dCVSCVS CorpBuyJoint$1K–$15Ksource ↗
Jan 29, 2026Feb 15, 202617dETNEaton CorpBuyJoint$1K–$15Ksource ↗
Jan 29, 2026Feb 15, 202617dPYPLPaypal HoldingsBuyJoint$1K–$15Ksource ↗
Jan 29, 2026Feb 15, 202617dFISVFiserv IncSellJoint$1K–$15Ksource ↗
Jan 29, 2026Feb 15, 202617dIVWiShares S&P 500 Growth ETFSellJoint$1K–$15Ksource ↗
Jan 29, 2026Feb 15, 202617dOMCOmnicom Group IncSellJoint$1K–$15Ksource ↗
Jan 29, 2026Feb 15, 202617dUNPUnion Pacific CorpSellJoint$1K–$15Ksource ↗
Jan 26, 2026Feb 15, 202620dDXCMDexcom IncBuyJoint$1K–$15Ksource ↗
Jan 26, 2026Feb 15, 202620dMUMicron TechnologySellJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dEIPIFirst Trust Exchange-Traded Fund VIII FT Energy InBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dFTGCFirst Trust Global Tactical Commodity Strategy FunBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dGEMGoldman Sachs ActiveBeta Emerging Markets Equity EBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dGIGBGoldman Sachs Access Investment Grade Corporate BoBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dTBLLInvesco Short Term Treasury ETFBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dMBBiShares MBS ETFBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dCMBSiShares CMBS Bond ETFBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dIVViShares Core S&P 500 ETFBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dJMBSJanus Henderson Mortgage-Backed Securities ETFBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dRNWGXNew World Fund Inc. Cl R-6BuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dLITPSprott Lithium Miners ETFBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dTPYPTortoise Capital Series Trust Tortoise North AmeriBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dVNQIVanguard Global ex-U.S. Real Estate ETFBuyJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dPALLabrdn Physical Palladium Shares ETFSellJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dPPLTabrdn Physical Platinum Shares ETFSellJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dSLViShares Silver TrustSellJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dIWMiShares Russell 2000 ETFSellJoint$1K–$15Ksource ↗
Jan 23, 2026Feb 15, 202623dMDYSPDR S&P MidCap 400 ETF TrustSellJoint$1K–$15Ksource ↗
Jan 15, 2026Feb 15, 202631dAAPLApple IncBuyJoint$1K–$15Ksource ↗
Jan 15, 2026Feb 15, 202631dVVisa IncBuyJoint$1K–$15Ksource ↗
Jan 15, 2026Feb 15, 202631dOMCOmnicom Group IncSellJoint$1K–$15Ksource ↗
Jan 8, 2026Feb 15, 202638dDISWalt Disney CompanyBuyJoint$1K–$15Ksource ↗
Jan 8, 2026Feb 15, 202638dXOMExxon Mobil CorpBuyJoint$1K–$15Ksource ↗
Jan 8, 2026Feb 15, 202638dNFLXNetflix IncBuyJoint$1K–$15Ksource ↗
Jan 8, 2026Feb 15, 202638dLRCXLam Research CorpSellJoint$1K–$15Ksource ↗
Jan 8, 2026Feb 15, 202638dMUMicron TechnologySellJoint$1K–$15Ksource ↗
Dec 31, 2025Jan 13, 202613dIVWiShares S&P 500 Growth ETFBuyJoint$1K–$15Ksource ↗
Dec 31, 2025Jan 13, 202613dSMCISuper Micro Computer, Inc. - Common StockSellJoint$1K–$15Ksource ↗
Dec 26, 2025Jan 13, 202618dIJRiShares Core S&P Small-Cap ETFBuyJoint$1K–$15Ksource ↗
Dec 26, 2025Jan 13, 202618dKRESPDR S&P Regional Banking ETFSellJoint$1K–$15Ksource ↗
Dec 24, 2025Jan 13, 202620dSPYMState Street SPDR Portfolio S&P 500 ETFBuyJoint$15K–$50Ksource ↗
Dec 24, 2025Jan 13, 202620dPALLabrdn Physical Palladium Shares ETFSellJoint$1K–$15Ksource ↗
Dec 24, 2025Jan 13, 202620dPPLTabrdn Physical Platinum Shares ETFSellJoint$1K–$15Ksource ↗
Dec 24, 2025Jan 13, 202620dSLViShares Silver TrustSellJoint$1K–$15Ksource ↗
Dec 17, 2025Jan 13, 202627dAAPLApple IncBuyJoint$1K–$15Ksource ↗
Dec 17, 2025Jan 13, 202627dMSFTMicrosoft CorpBuyJoint$1K–$15Ksource ↗
Dec 17, 2025Jan 13, 202627dWFCWells Fargo & CompanyBuyJoint$1K–$15Ksource ↗
Dec 17, 2025Jan 13, 202627dBSXBoston Scientific CorpSellJoint$1K–$15Ksource ↗
Dec 17, 2025Jan 13, 202627dMSIMotorola Solutions, Inc. Common StockSellJoint$1K–$15Ksource ↗
Dec 11, 2025Jan 13, 202633dANETArista Networks, Inc. Common StockBuyJoint$1K–$15Ksource ↗
Dec 11, 2025Jan 13, 202633dSMCISuper Micro ComputerBuyJoint$1K–$15Ksource ↗
Dec 11, 2025Jan 13, 202633dTBLLInvesco Short Term Treasury ETFSellJoint$1K–$15Ksource ↗
Nov 21, 2025Aug 24, 2026276dEIPIFirst Trust Exchange-Traded Fund VIII FT Energy InSellJoint$1K–$15Ksource ↗
Nov 21, 2025Aug 24, 2026276dFTGCFirst Trust Global Tactical Commodity Strategy FunSellJoint$1K–$15Ksource ↗
Nov 21, 2025Aug 24, 2026276dFISVFiserv IncSellJoint$1K–$15Ksource ↗
Nov 21, 2025Aug 24, 2026276dIWMiShares Russell 2000 ETFSellJoint$1K–$15Ksource ↗
Nov 21, 2025Aug 24, 2026276dIVViShares Core S&P 500 ETFSellJoint$1K–$15Ksource ↗
Nov 21, 2025Aug 24, 2026276dLLYEli Lilly and CompanySellJoint$1K–$15Ksource ↗
Nov 21, 2025Aug 24, 2026276dTPYPTortoise North Amer Pipeline FundSellJoint$1K–$15Ksource ↗
Nov 21, 2025Aug 24, 2026276dVNQIVanguard Global ex-U.S. Real Estate ETFSellJoint$1K–$15Ksource ↗
Nov 21, 2025Aug 24, 2026276dVEAVanguard FTSE Developed Markets ETFSellJoint$1K–$15Ksource ↗
Nov 20, 2025Aug 24, 2026277dGEMGoldman Sachs ActiveBeta Emerging Markets Equity ESellJoint$1K–$15Ksource ↗
Nov 20, 2025Aug 24, 2026277dEFAiShares MSCI EAFE ETFSellJoint$1K–$15Ksource ↗
Nov 20, 2025Aug 24, 2026277dRNWGXNEW WORLD FUND INC - Class R-6SellJoint$1K–$15Ksource ↗
Nov 13, 2025Aug 24, 2026284dCRMSalesforce IncSellJoint$1K–$15Ksource ↗
Nov 6, 2025Aug 24, 2026291dAAXJiShares MSCI All Country Asia ex Japan ETFSellJoint$1K–$15Ksource ↗
Sep 17, 2025May 11, 2026236dGOOGLAlphabet Cl ABuyJoint$1K–$15Ksource ↗
Sep 16, 2025May 11, 2026237dIEIiShares 3-7 Year Treasury Bond ETFBuyJoint$15K–$50Ksource ↗
Sep 16, 2025May 11, 2026237dSHYiShares 1-3 Year Treasury Bond ETFBuyJoint$1K–$15Ksource ↗
Sep 16, 2025May 11, 2026237dIEFiShares 7-10 Year Treasury Bond ETFBuyJoint$15K–$50Ksource ↗
Sep 16, 2025May 11, 2026237dSCHPSchwab U.S. TIPS ETFBuyJoint$1K–$15Ksource ↗
Sep 12, 2025May 11, 2026241dETNEaton CorpBuyJoint$1K–$15Ksource ↗
Sep 4, 2025May 11, 2026249dADBEAdobe Systems IncBuyJoint$1K–$15Ksource ↗
Apr 22, 2025Aug 20, 2026485dMSFTMicrosoft CorpBuyJoint$1K–$15Ksource ↗
Apr 16, 2025Aug 20, 2026491dMSFTMicrosoft CorpBuyJoint$1K–$15Ksource ↗
Apr 16, 2025Aug 20, 2026491dORCLOracle CorpBuyJoint$1K–$15Ksource ↗
Apr 16, 2025Aug 20, 2026491dUNHUnitedhealth Group IncBuyJoint$1K–$15Ksource ↗
Apr 15, 2025Aug 20, 2026492dMETAMeta Platforms IncBuyJoint$1K–$15Ksource ↗
Apr 9, 2025Aug 20, 2026498dHYGiShares iBoxx $ High Yield Corporate Bond ETFBuyJoint$1K–$15Ksource ↗
Apr 8, 2025Aug 20, 2026499dAVGOBroadcom Inc. - Common StockBuyJoint$1K–$15Ksource ↗
Apr 8, 2025Aug 20, 2026499dCBOECboe Global Markets, Inc. Common StockBuyJoint$1K–$15Ksource ↗
Apr 8, 2025Aug 20, 2026499dCOLPALCOLGATE PALMOLIVE LTD.BuyJoint$1K–$15Ksource ↗
Mar 19, 2025May 11, 2026418dDTEDte Energy CompanySellJoint$1K–$15Ksource ↗
Mar 19, 2025May 11, 2026418dIVWiShares S&P 500 Growth ETFSellJoint$1K–$15Ksource ↗

Amounts are STOCK Act disclosure ranges. Owner SP/DC/JT means spouse, dependent child, or joint account. Trades reported on paper or image-only filings are not included. Lags over 45 days are in red.

Copy-trade test, position by position

PTS VS S&P 500 SINCE DISCLOSURE
WFC Jan 13−23.3SMCI Jan 13+13.0SPYM Jan 13+0.1MSFT Jan 13+1.8IVW Jan 13+1.5IJR Jan 13−2.5ANET Jan 13+30.5AAPL Jan 13+20.4V Feb 15+14.3VNQI Feb 15−28.9TPYP Feb 15−8.0LITP Feb 15−56.0PYPL Feb 15+26.8RNWGX Feb 15−10.5NFLX Feb 15−28.9JMBS Feb 15−20.7IVV Feb 15−0.1CMBS Feb 15−17.6MBB Feb 15−19.4TBLL Feb 15−13.7GIGB Feb 15−19.7GEM Feb 15−8.3FTGC Feb 15+14.5EIPI Feb 15−11.7XOM Feb 15+8.5ETN Feb 15−12.7DIS Feb 15−7.3DXCM Feb 15+0.6CVS Feb 15+6.1CAT Feb 15−16.6AAPL Feb 15+17.0UBER Mar 6−25.1NTAP Mar 6+99.8MSFT Mar 6+15.2KR Mar 6−28.6IEF Mar 6−21.5TLH Mar 6−23.3EMB Mar 6−19.6CMBS Mar 6−18.8GIGB Mar 6−20.2XTWO Mar 6−17.1VEA Apr 14−9.6SPYM Apr 14−0.0NVDA Apr 14+1.6MSFT Apr 14+24.2FTGC Apr 14−3.6ARES Apr 14−7.4DVN May 8+4.5CEG May 8−15.7SCHP May 11−9.8IEF May 11−9.3SHY May 11−5.8IEI May 11−7.9ETN May 11−10.6GOOGL May 11−18.5ADBE May 11−1.0SCHP Jun 16−7.5PLTR Jun 16+48.1JMBS Jun 16−8.6IEF Jun 16−7.8TLH Jun 16−9.2CMBS Jun 16−5.8MBB Jun 16−7.7AGZ Jun 16−5.7GBIL Jun 16−3.3GIGB Jun 16−7.7GIGB Jun 16−7.7XFIV Jun 16−6.8XFIV Jun 16−6.8XTWO Jun 16−4.5ALB Jun 16−46.4IGV Jul 13+14.2PALL Jul 13−16.2UNH Jul 13−6.0APTV Aug 17−11.5PYPL Aug 17−5.6SPYM Aug 17−0.1EL Aug 17+22.8CVX Aug 17+11.7SPYM Aug 17−0.1APTV Aug 17−11.5PYPL Aug 17−5.6SPYM Aug 17−0.1EL Aug 17+22.8CVX Aug 17+11.7UNH Aug 20+6.8ORCL Aug 20−10.6MSFT Aug 20+9.2MSFT Aug 20+9.2META Aug 20+26.3HYG Aug 20−4.8CBOE Aug 20+6.9AVGO Aug 20−8.7OTIS Sep 11+3.4SPYM Sep 11+0.1IJR Sep 11−4.4AVUV Sep 11−4.2FSLR Sep 11−17.7
The full test, with the method