Roger W. Marshall Stock Trades

HouseFollow

KS-1

Disclosed trades

152

Estimated volume

$1.9M

sum of bracket midpoints

Typical delay

298 days

trade to filing

Last filed

Oct 13, 2020

What their buys are worth now

12 disclosed purchases, valued at the latest close

Return

+25.9%

on paper

Gain

+$24.9K

unrealised

Disclosed cost

$96K

at bracket midpoints

Worth now

$120.9K

close of Oct 9, 2026

If Roger W. Marshall 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. 65 purchases have no market price and are left out. More on the limits.

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If you had copied every buy

Entering on the day each filing became public, and still holding

Putting $1,000 into each of 12 disclosed purchases — $12,000 invested — would be worth

$13,501

+$1,501 (+12.51%)

Positions

equally weighted

Their own timing

+25.90%

entering on their trade date

Best

MSFT

+140.09%

Worst

RCON

-100.00%

Each filing

12 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Oct 13, 2020 41d after trading	INTC 18.58 sh	$53.83	$52.25	$104.70	$1,945	+94.50%
Oct 13, 2020 40d after trading	MSFT 4.49 sh	$222.86	$217.30	$535.07	$2,401	+140.09%
Oct 13, 2020 39d after trading	ROKU 4.19 sh	$238.57	$159.91	$152.85	$641	-35.93%
Jun 3, 2020 30d after trading	YETI 29.39 sh	$34.02	$26.50	$39.79	$1,170	+16.96%
Jun 3, 2020 29d after trading	DIS 8.18 sh	$122.18	$101.06	$108.05	$884	-11.56%
Jun 3, 2020 15d after trading	ROKU 9.62 sh	$103.96	$116.02	$152.85	$1,470	+47.03%
Jan 9, 2020 64d after trading	YETI 31.41 sh	$31.84	$30.73	$39.79	$1,250	+24.97%
Aug 10, 2018 546d after trading	VZ 19.06 sh	$52.47	$48.98	$41.65	$794	-20.62%
Aug 6, 2018 503d after trading	PM 11.61 sh	$86.15	$113.49	$201.19	$2,335	+133.53%
Aug 6, 2018 438d after trading	VNCE 55.04 sh	$18.17	$5.90	$11.09	$610	-38.97%
Aug 6, 2018 347d after trading	RTNB 10,204 sh	$0.10	$2.55	$0.00	$1	-99.90%
Aug 6, 2018 294d after trading	RCON 0.041459 sh	$24,120.00	$38,340.00	$1.11	$0	-100.00%

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 65 purchases could not be priced and are excluded.

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Most traded

By number of disclosed transactions

TWTR5x · $113.5K YETI4x · $32K MTBC4x · $32K ROKU3x · $24K SNE3x · $24K HTZ2x · $16K FNBC2x · $16K DXTR2x · $16K

Disclosed transactions

152 in total, newest first

Asset		Amount	Traded	Filed	Note
SNE	selldependentReduce	$1K – $15K	Sep 15, 2020	Oct 13, 2020 28 days later	—
ROKU	selldependentReduce	$1K – $15K	Sep 15, 2020	Oct 13, 2020 28 days later	—
MSFT	selldependentReduce	$1K – $15K	Sep 15, 2020	Oct 13, 2020 28 days later	—
INTC	selldependentReduce	$1K – $15K	Sep 15, 2020	Oct 13, 2020 28 days later	—
ROKU	buydependentOpen	$1K – $15K	Sep 4, 2020	Oct 13, 2020 39 days later	—
MSFT	buydependentOpen	$1K – $15K	Sep 3, 2020	Oct 13, 2020 40 days later	—
INTC	buydependentOpen	$1K – $15K	Sep 2, 2020	Oct 13, 2020 41 days later	—
SNE	buyOpen	$1K – $15K	Aug 31, 2020	Oct 13, 2020 43 days later	—
SNE	buydependentOpen	$1K – $15K	Aug 31, 2020	Oct 13, 2020 43 days later	—
a i c best of my knowledge and belief. …	sellReduce	$1K – $15K	Jun 9, 2020	Jul 2, 2020 23 days later	—
ROKU	buydependentOpen	$1K – $15K	May 19, 2020	Jun 3, 2020 15 days later	—
alibaba group Holding Limited american …	selldependentReduce	$1K – $15K	May 12, 2020	Jun 3, 2020 22 days later	—
advanced Micro Devices, Inc. (aMD)F S U…	selldependentReduce	$1K – $15K	May 12, 2020	Jun 3, 2020 22 days later	—
YETI	sellReduce	$1K – $15K	May 7, 2020	Jun 3, 2020 27 days later	—
gilead Sciences, Inc. (gILD)F S UbHOLDI…	buydependentOpen	$1K – $15K	May 7, 2020	Jun 3, 2020 27 days later	—
DIS	buydependentOpen	$1K – $15K	May 5, 2020	Jun 3, 2020 29 days later	—
gilead Sciences, Inc. (gILD)F S UbHOLDI…	buydependentOpen	$1K – $15K	May 5, 2020	Jun 3, 2020 29 days later	—
YETI	buydependentOpen	$1K – $15K	May 4, 2020	Jun 3, 2020 30 days later	—
gilead Sciences, Inc. (gILD)	buydependentOpen	$1K – $15K	May 4, 2020	Jun 3, 2020 30 days later	—
alibaba group Holding Limited american …	buydependentOpen	$1K – $15K	May 4, 2020	Jun 3, 2020 30 days later	—
advanced Micro Devices, Inc. (aMD)F S U…	buydependentOpen	$1K – $15K	May 4, 2020	Jun 3, 2020 30 days later	—
YETI	sellReduce	$1K – $15K	Dec 12, 2019	Jan 9, 2020 28 days later	—
apple Inc. (aaPl) [sT] F IlINg s TaTus …	selldependentReduce	$1K – $15K	Dec 6, 2019	Jan 9, 2020 34 days later	—
apple Inc. (aaPl) [sT] F IlINg s TaTus …	selldependentReduce	$1K – $15K	Dec 6, 2019	Jan 9, 2020 34 days later	—
alibaba group Holding limited american …	selldependentReduce	$1K – $15K	Dec 5, 2019	Jan 9, 2020 35 days later	—
apple Inc. (aaPl) [sT] F IlINg s TaTus …	buydependentOpen	$1K – $15K	Dec 3, 2019	Jan 9, 2020 37 days later	—
alibaba group Holding limited american …	buydependentOpen	$1K – $15K	Dec 3, 2019	Jan 9, 2020 37 days later	—
apple Inc. (aaPl) [sT] F IlINg s TaTus …	buydependentOpen	$1K – $15K	Dec 2, 2019	Jan 9, 2020 38 days later	—
amazon.com, Inc. (aMZN) [sT] F IlINg s …	selldependentReduce	$1K – $15K	Nov 27, 2019	Dec 11, 2019 14 days later	—
Micron Technology, Inc. (Mu) [sT] F IlI…	selldependentReduce	$1K – $15K	Nov 15, 2019	Dec 11, 2019 26 days later	—
amazon.com, Inc. (aMZN) [sT] F IlINg s …	buydependentOpen	$1K – $15K	Nov 15, 2019	Dec 11, 2019 26 days later	—
Micron Technology, Inc. (Mu) [sT] F IlI…	buydependentOpen	$1K – $15K	Nov 11, 2019	Dec 11, 2019 30 days later	—
Celestica, Inc. (Cls) [sT] F IlINg s Ta…	selldependentReduce	$1K – $15K	Nov 6, 2019	Dec 11, 2019 35 days later	—
YETI	buydependentOpen	$1K – $15K	Nov 6, 2019	Jan 9, 2020 64 days later	—
Netflix, Inc. (NFlX) [sT] F IlINg s TaT…	selldependentReduce	$1K – $15K	Oct 31, 2019	Dec 11, 2019 41 days later	—
Netflix, Inc. (NFlX) [sT] F IlINg s TaT…	buydependentOpen	$1K – $15K	Oct 28, 2019	Dec 11, 2019 44 days later	—
Celestica, Inc. (Cls) [sT] F IlINg s Ta…	buydependentOpen	$1K – $15K	Oct 28, 2019	Dec 11, 2019 44 days later	—
i c best of my knowledge and belief. Di…	sellReduce	$1K – $15K	Mar 21, 2019	Apr 11, 2019 21 days later	—
i c best of my knowledge and belief. Di…	sellReduce	$1K – $15K	Nov 7, 2018	Dec 6, 2018 29 days later	—
Tesla, Inc. (Tsla) [sT] F D IlINg EsCRI…	buydependentOpen	$1K – $15K	Nov 5, 2018	Dec 6, 2018 31 days later	—
i c best of my knowledge and belief. Di…	sellReduce	$1K – $15K	Oct 10, 2018	Nov 2, 2018 23 days later	—
a i c best of my knowledge and belief. …	buyOpen	$100K – $250K	Oct 1, 2018	Aug 28, 2019 331 days later	—
i c best of my knowledge and belief. Di…	sellReduce	$1K – $15K	Sep 5, 2018	Oct 1, 2018 26 days later	—
alibaba group Holding limited american …	buydependentOpen	$1K – $15K	Aug 27, 2018	Oct 1, 2018 35 days later	—
i * For the complete list of asset type…	sellReduce	$15K – $50K	Aug 27, 2018	Sep 5, 2018 9 days later	—
Microsoft Corporation (MsFT) [sT] F D I…	buydependentOpen	$1K – $15K	Aug 22, 2018	Sep 5, 2018 14 days later	—
apple Inc. (aaPl) [sT] F D IlINg EsCRIP…	selldependentReduce	$1K – $15K	Aug 21, 2018	Sep 5, 2018 15 days later	—
Microsoft Corporation (MsFT) [sT] F D I…	buydependentOpen	$1K – $15K	Aug 7, 2018	Sep 5, 2018 29 days later	—
apple Inc. (aaPl) [sT] F D IlINg EsCRIP…	buydependentOpen	$1K – $15K	Aug 7, 2018	Sep 5, 2018 29 days later	—
Tesla, Inc. (Tsla) [sT] F IlINg s TaTus…	selldependentReduce	$1K – $15K	Aug 7, 2018	Aug 10, 2018 3 days later	—
amazon.com, Inc. (aMZN) [sT] F D IlINg …	selldependentReduce	$1K – $15K	Aug 7, 2018	Aug 10, 2018 3 days later	—
Tesla, Inc. (Tsla) [sT] F D IlINg EsCRI…	selldependentReduce	$1K – $15K	Aug 3, 2018	Aug 10, 2018 7 days later	—
amazon.com, Inc. (aMZN) [sT] F D IlINg …	buydependentOpen	$1K – $15K	Aug 3, 2018	Aug 10, 2018 7 days later	—
Tesla, Inc. (Tsla) [sT] F D IlINg EsCRI…	buydependentOpen	$1K – $15K	Jul 24, 2018	Aug 10, 2018 17 days later	—
NVIDIa Corporation (NVDa) [sT] F D IlIN…	selldependentReduce	$1K – $15K	Jul 24, 2018	Aug 10, 2018 17 days later	—
YTEN	selldependentReduce	$1K – $15K	Mar 14, 2018	Aug 6, 2018 145 days later	—
Tesla, Inc. (Tsla) [sT] F D IlINg EsCRI…	buydependentOpen	$1K – $15K	Nov 7, 2017	Aug 10, 2018 276 days later	—
NVIDIa Corporation (NVDa) [sT]	buydependentOpen	$1K – $15K	Nov 7, 2017	Aug 10, 2018 276 days later	—
Pareteum Corporation (TEuM) [sT] F IlIN…	selldependentReduce	$1K – $15K	Oct 30, 2017	Aug 6, 2018 280 days later	—
advanced Micro Devices, Inc. (aMD) [sT]…	selldependentReduce	$1K – $15K	Oct 30, 2017	Aug 6, 2018 280 days later	—
advanced Micro Devices, Inc. (aMD) [sT]…	buydependentOpen	$1K – $15K	Oct 27, 2017	Aug 6, 2018 283 days later	—
BONT	selldependentReduce	$1K – $15K	Oct 25, 2017	Aug 6, 2018 285 days later	—
atossa genetics Inc. (aTOs) [sT] F C Il…	buydependentOpen	$1K – $15K	Oct 25, 2017	Aug 6, 2018 285 days later	—
Pareteum Corporation (TEuM) [sT] F IlIN…	buydependentOpen	$1K – $15K	Oct 23, 2017	Aug 6, 2018 287 days later	—
DXTR	selldependentReduce	$1K – $15K	Oct 23, 2017	Aug 6, 2018 287 days later	—
TRXC	selldependentReduce	$1K – $15K	Oct 17, 2017	Aug 6, 2018 293 days later	—
TRXC	buydependentOpen	$1K – $15K	Oct 17, 2017	Aug 6, 2018 293 days later	—
NEOT	selldependentReduce	$1K – $15K	Oct 17, 2017	Aug 6, 2018 293 days later	—
NEOT	buydependentOpen	$1K – $15K	Oct 17, 2017	Aug 6, 2018 293 days later	—
RCON	selldependentReduce	$1K – $15K	Oct 16, 2017	Aug 6, 2018 294 days later	—
RCON	buydependentOpen	$1K – $15K	Oct 16, 2017	Aug 6, 2018 294 days later	—
Chipotle Mexican grill, Inc. (CMg) [sT]…	selldependentReduce	$1K – $15K	Oct 16, 2017	Aug 6, 2018 294 days later	—
NETE	selldependentReduce	$1K – $15K	Oct 13, 2017	Aug 6, 2018 297 days later	—
leading Brands Inc - Common shares (lBI…	selldependentReduce	$1K – $15K	Oct 13, 2017	Aug 6, 2018 297 days later	—
Rosetta genomics ltd. - ordinary	buydependentOpen	$1K – $15K	Oct 12, 2017	Aug 6, 2018 298 days later	—
INFI	buydependentOpen	$1K – $15K	Oct 12, 2017	Aug 6, 2018 298 days later	—
OTIC	selldependentReduce	$1K – $15K	Oct 9, 2017	Aug 6, 2018 301 days later	—
lululemon athletica inc. (lulu) [sT] F …	selldependentReduce	$1K – $15K	Oct 9, 2017	Aug 6, 2018 301 days later	—
DXTR	buydependentOpen	$1K – $15K	Oct 1, 2017	Aug 6, 2018 309 days later	—
Roku, Inc. - Class a (ROKu) [sT] F IlIN…	selldependentReduce	$1K – $15K	Sep 28, 2017	Aug 6, 2018 312 days later	—
Roku, Inc. - Class a (ROKu) [sT] F IlIN…	buydependentOpen	$1K – $15K	Sep 28, 2017	Aug 6, 2018 312 days later	—
ITEK	selldependentReduce	$1K – $15K	Sep 13, 2017	Aug 6, 2018 327 days later	—
ITEK	buydependentOpen	$1K – $15K	Sep 13, 2017	Aug 6, 2018 327 days later	—
X	selldependentReduce	$1K – $15K	Sep 5, 2017	Aug 6, 2018 335 days later	—
lululemon athletica inc. (lulu) [sT] F …	buydependentOpen	$1K – $15K	Sep 5, 2017	Aug 6, 2018 335 days later	—
Chipotle Mexican grill, Inc. (CMg) [sT]…	buydependentOpen	$1K – $15K	Aug 28, 2017	Aug 6, 2018 343 days later	—
TWTR	selldependentReduce	$1K – $15K	Aug 25, 2017	Aug 10, 2018 350 days later	—
RTNB	selldependentReduce	$1K – $15K	Aug 25, 2017	Aug 6, 2018 346 days later	—
RTNB	buydependentOpen	$1K – $15K	Aug 24, 2017	Aug 6, 2018 347 days later	—
snap Inc. Class a (sNaP) [sT] F D IlINg…	selldependentReduce	$1K – $15K	Aug 22, 2017	Aug 10, 2018 353 days later	—
Netflix, Inc. (NFlX) [sT] F D IlINg EsC…	selldependentReduce	$1K – $15K	Aug 22, 2017	Aug 10, 2018 353 days later	—
Netflix, Inc. (NFlX) [sT] F D IlINg EsC…	buydependentOpen	$1K – $15K	Aug 22, 2017	Aug 10, 2018 353 days later	—
appliance Recycling Centers of america,…	selldependentReduce	$1K – $15K	Aug 21, 2017	Aug 6, 2018 350 days later	—
appliance Recycling Centers of america,…	buydependentOpen	$1K – $15K	Aug 21, 2017	Aug 6, 2018 350 days later	—
CYTR	buydependentOpen	$1K – $15K	Jul 31, 2017	Aug 6, 2018 371 days later	—
Capricor Therapeutics, Inc. (CaPR) [sT]…	selldependentReduce	$1K – $15K	Jul 27, 2017	Aug 6, 2018 375 days later	—
Capricor Therapeutics, Inc. (CaPR)	buydependentOpen	$1K – $15K	Jul 27, 2017	Aug 6, 2018 375 days later	—
Tearlab Corporation (TEaR) [sT] F IlINg…	selldependentReduce	$1K – $15K	Jul 21, 2017	Aug 6, 2018 381 days later	—
Tearlab Corporation (TEaR) [sT] F IlINg…	buydependentOpen	$1K – $15K	Jul 21, 2017	Aug 6, 2018 381 days later	—
aEterna Zentaris Inc. (aEZs) [sT] F IlI…	selldependentReduce	$1K – $15K	Jul 20, 2017	Aug 6, 2018 382 days later	—

Source: the original filing