Disclosed trades
129
Estimated volume
$2.9M
sum of bracket midpoints
Typical delay
20 days
trade to filing
Last filed
Oct 1, 2024
What their buys are worth now
40 disclosed purchases, valued at the latest close
Return
+51.6%
on paper
Gain
+$531.3K
unrealised
Disclosed cost
$1M
at bracket midpoints
Worth now
$1.6M
close of Oct 9, 2026
If Michael Burgess 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. 2 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 41 disclosed purchases — $41,000 invested — would be worth
$62,353
+$21,353 (+52.08%)
Positions
41
equally weighted
Their own timing
+53.84%
entering on their trade date
Best
AMD
+456.46%
Worst
STLA
-75.33%
Each filing
41 positions| Filed | Ticker | You paid | Now | Worth | Return |
|---|---|---|---|---|---|
| Jul 31, 2024 15d after trading | RY 8.95 sh | $111.74 | $191.91 | $1,717 | +71.75% |
| Mar 7, 2024 24d after trading | ILMN 7.56 sh | $132.30 | $278.17 | $2,103 | +110.26% |
| Jan 22, 2024 20d after trading | ILMN 7.4 sh | $135.10 | $278.17 | $2,059 | +105.90% |
| Jan 22, 2024 20d after trading | ILMN 7.4 sh | $135.10 | $278.17 | $2,059 | +105.90% |
| Jan 22, 2024 20d after trading | XOM 10.33 sh | $96.82 | $168.94 | $1,745 | +74.49% |
| Jan 22, 2024 12d after trading | RY 10.11 sh | $98.95 | $191.91 | $1,939 | +93.95% |
| Jan 8, 2024 25d after trading | UPS 6.25 sh | $159.92 | $94.57 | $591 | -40.86% |
| Jan 8, 2024 24d after trading | UPS 6.25 sh | $159.92 | $94.57 | $591 | -40.86% |
| Dec 18, 2023 10d after trading | VLO 7.58 sh | $131.92 | $433.75 | $3,288 | +228.80% |
| Dec 18, 2023 10d after trading | BX 7.94 sh | $125.96 | $114.29 | $907 | -9.26% |
| Dec 18, 2023 10d after trading | PANW 6.5 sh | $153.79 | $418.78 | $2,723 | +172.31% |
| Sep 6, 2023 28d after trading | BX 9.27 sh | $107.90 | $114.29 | $1,059 | +5.92% |
| Sep 6, 2023 28d after trading | AMD 9.15 sh | $109.28 | $608.10 | $5,565 | +456.46% |
| Sep 6, 2023 28d after trading | RY 11.25 sh | $88.90 | $191.91 | $2,159 | +115.87% |
| Sep 6, 2023 28d after trading | UPS 6.16 sh | $162.31 | $94.57 | $583 | -41.73% |
| Sep 6, 2023 15d after trading | BBY 13.56 sh | $73.74 | $87.01 | $1,180 | +18.00% |
| Sep 6, 2023 15d after trading | PRU 10.6 sh | $94.32 | $113.09 | $1,199 | +19.90% |
| Sep 6, 2023 15d after trading | STLA 55.07 sh | $18.16 | $4.48 | $247 | -75.33% |
| Sep 5, 2023 27d after trading | UPS 6.1 sh | $163.97 | $94.57 | $577 | -42.32% |
| Sep 5, 2023 27d after trading | CC 30 sh | $33.33 | $13.61 | $408 | -59.17% |
| Sep 5, 2023 27d after trading | CME 4.94 sh | $202.53 | $280.56 | $1,385 | +38.53% |
| Jul 18, 2023 12d after trading | GOOGL 8.08 sh | $123.76 | $351.66 | $2,841 | +184.15% |
| Jul 18, 2023 12d after trading | ABBV 7.32 sh | $136.58 | $276.47 | $2,024 | +102.42% |
| Jul 18, 2023 12d after trading | CC 25.93 sh | $38.57 | $13.61 | $353 | -64.71% |
| Jul 18, 2023 12d after trading | AMZN 7.53 sh | $132.83 | $262.43 | $1,976 | +97.57% |
| Apr 14, 2023 9d after trading | AMGN 4 sh | $250.00 | $414.87 | $1,659 | +65.95% |
| Apr 14, 2023 9d after trading | PSX 9.41 sh | $106.26 | $278.18 | $2,618 | +161.79% |
| Mar 14, 2023 18d after trading | SYK 3.63 sh | $275.69 | $277.33 | $1,006 | +0.59% |
| Mar 14, 2023 18d after trading | AAP 8.22 sh | $121.70 | $42.30 | $348 | -65.24% |
| Mar 14, 2023 18d after trading | BX 11.6 sh | $86.21 | $114.29 | $1,326 | +32.57% |
| Mar 14, 2023 18d after trading | CI 3.67 sh | $272.13 | $282.43 | $1,038 | +3.79% |
| Mar 3, 2023 7d after trading | AAP 7.22 sh | $138.48 | $42.30 | $305 | -69.45% |
| Mar 3, 2023 7d after trading | BX 10.96 sh | $91.22 | $114.29 | $1,253 | +25.29% |
| Mar 3, 2023 7d after trading | MSFT 3.92 sh | $255.29 | $535.07 | $2,096 | +109.59% |
| Dec 8, 2022 22d after trading | DIS 10.8 sh | $92.55 | $108.05 | $1,167 | +16.75% |
| Nov 2, 2022 26d after trading | MS 11.85 sh | $84.37 | $190.02 | $2,252 | +125.22% |
| Jun 27, 2022 13d after trading | AMZN 8.83 sh | $113.22 | $262.43 | $2,318 | +131.79% |
| Mar 3, 2022 22d after trading | F 56.82 sh | $17.60 | $12.17 | $691 | -30.85% |
| Dec 31, 2021 29d after trading | DIS 6.46 sh | $154.89 | $108.05 | $698 | -30.24% |
| Dec 31, 2021 29d after trading | MSFT 2.97 sh | $336.32 | $535.07 | $1,591 | +59.10% |
| Dec 31, 2021 29d after trading | ABT 7.11 sh | $140.74 | $99.60 | $708 | -29.23% |
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 2 purchases could not be priced and are excluded.
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Most traded
By number of disclosed transactions
Disclosed transactions
129 in total, newest first
| Asset | Amount | |
|---|---|---|
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K 200 units | |
sellReduce | $15K – $50K | |
sellReduce | $1K – $15K | |
buyOpen | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellspouseReduce | $15K – $50K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellspouseReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
buyOpen | $15K – $50K | |
sellReduce | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
sellReduce | $15K – $50K | |
sellReduce | $1K – $15K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellspouseReduce | $1K – $15K | |
buyspouseOpen | $1K – $15K | |
sellReduce | $15K – $50K | |
sellspouseReduce | $15K – $50K | |
buyOpen | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
buyspouseOpen | $15K – $50K | |
buyspouseOpen | $15K – $50K | |
sellspouseReduce | $15K – $50K | |
sellspouseReduce | $15K – $50K | |
sellspouseReduce | $1K – $15K | |
buyOpen | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
buyOpen | $1K – $15K | |
sellReduce | $1K – $15K | |
buyOpen | $15K – $50K | |
buyOpen | $15K – $50K | |
buyOpen | $15K – $50K | |
sellReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
sellReduce | $15K – $50K | |
sellspouseReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $1K – $15K | |
buyspouseOpen | $15K – $50K | |
buyspouseOpen | $15K – $50K | |
buyspouseOpen | $15K – $50K | |
sellspouseReduce | $15K – $50K | |
sellspouseReduce | $15K – $50K | |
sellspouseReduce | $15K – $50K | |
sellspouseReduce | $15K – $50K | |
buyOpen | $15K – $50K | |
buyspouseOpen | — | |
buyspouseOpen | $15K – $50K | |
buyspouseOpen | $1K – $15K | |
buyOpen | $15K – $50K | |
buyOpen | $15K – $50K 100 units | |
buyOpen | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellspouseReduce | $15K – $50K | |
sellReduce | $15K – $50K | |
sellspouseReduce | $1K – $15K | |
buyspouseOpen | $15K – $50K | |
buyspouseOpen | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
buyspouseOpen | $15K – $50K | |
buyspouseOpen | $15K – $50K | |
buyspouseOpen | $15K – $50K | |
sellReduce | $1K – $15K | |
sellspouseReduce | $15K – $50K | |
sellReduce | $1K – $15K 29 units | |
buyOpen | $15K – $50K 200 units | |
buyOpen | $15K – $50K 100 units | |
sellReduce | $15K – $50K | |
buyOpen | $15K – $50K | |
buyOpen | $1K – $15K | |
buyOpen | $15K – $50K | |
sellReduce | $1K – $15K | |
buyOpen | $15K – $50K | |
buyOpen | $15K – $50K | |
buyspouseOpen | $15K – $50K | |
sellspouseReduce | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
buyspouseOpen | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $100K – $250K | |
sellReduce | $100K – $250K | |
sellReduce | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
buyOpen | $15K – $50K | |
sellReduce | $15K – $50K | |
sellReduce | $1K – $15K | |
sellspouseReduce | $1K – $15K | |
sellReduce | $1K – $15K | |
buyOpen | $15K – $50K 400 units |
Source: the original filing