What their buys are worth now
1 disclosed purchase, valued at the latest close
If David Trone still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 16 purchases have no market price and are left out. More on the limits.
If you had copied every buy
Entering on the day each filing became public, and still holding
Putting $1,000 into each of 1 disclosed purchases — $1,000 invested — would be worth
$3,642
+$2,642 (+264.16%)
Each filing
1 position| Filed | Ticker | You paid | Now | Worth | Return |
|---|---|---|---|---|---|
| Aug 13, 2020 147d after trading | MS 19.16 sh | $52.18 | $190.02 | $3,642 | +264.16% |
A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 16 purchases could not be priced and are excluded.
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Most traded
By number of disclosed transactions
Disclosed transactions
48 in total, newest first
| Asset | Amount | |
|---|---|---|
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $500K – $1M |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $1M – $5M |
sellspouseReduce | $50K – $100K | |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $100K – $250K |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $500K – $1M |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $500K – $1M |
I V D I P O C S my knowledge and belie… | buyOpen | $250K – $500K |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $250K – $500K |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $500K – $1M |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $500K – $1M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $500K – $1M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
F S: New S O: JP Morgan Investment Acco… | buyjointOpen | $1M – $5M |
A C D I P O C S my knowledge and belie… | sellReduce | $50K – $100K |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $100K – $250K |
JP Morgan Chase & Company Variable Rate… | selljointReduce | $50K – $100K |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $50K – $100K |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $50K – $100K |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $50K – $100K |
F S: New S O: JP Morgan Investment Acco… | selljointReduce | $100K – $250K |
Morgan Stanley Variable Rate NoteF S LO… | selljointReduce | $100K – $250K |
buyjointOpen | $50K – $100K | |
Kontoor brands, Inc. (KTb)F S UbHOLDINg… | sellspouseReduce | $1K – $15K |
sellspouseReduce | $1K – $15K | |
gS MARKET PLUS SPXF S LOCATION: US DESC… | selljointReduce | $250K – $500K |
A I C best of my knowledge and belief. … | sellReduce | $100K – $250K |
JPM DD CbEN SX5E 10/30/19F S LOCATION: … | selljointReduce | $100K – $250K |
sellspouseReduce | $15K – $50K | |
Db DD CbEN SX5EF S LOCATION: US DESCRIP… | selljointReduce | $100K – $250K |
bARC CbEN SPXF S LOCATION: US DESCRIPTI… | selljointReduce | $250K – $500K |
bANK OF AMERICA CORP VARIAbLE RATE NOTE… | selljointReduce | $100K – $250K |
gOLDMAN SACHS gROUP INC VARIAbLE RATE N… | selljointReduce | $50K – $100K |
DISCOVER FINANCIALF ILINg STATUS: New | selljointReduce | $50K – $100K |