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Daniel S Sullivan
senate · — · party unknownThese returns are estimates, not real results. Congressional filings report trade sizes as broad dollar ranges (for example $1,001–$15,000), and those ranges get much wider for large trades. Every figure here uses the midpoint of the disclosed range, so an individual number can be off by a wide margin. Treat rankings as rough signal, never as precise performance. How this is calculated
Est. return (weighted)
+6.7%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
6 / 7
Priced / disclosed
Est. volume
$140K
Midpoint of disclosed ranges
Sample flags: small sample means fewer than 5 priced trades; limited data means fewer than half of disclosed trades were priced.
What drove the estimate
Largest single ticker accounts for 36% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| POLIX | 1 | $75K | 54% | +5.4% | +2.88% |
| EMXC | 1 | $8K | 6% | +43.5% | +2.49% |
| CCALX | 2 | $41K | 29% | +3.7% | +1.07% |
| DFSTX | 1 | $8K | 6% | +16.1% | +0.93% |
| GQGIX | 1 | $8K | 6% | -11.6% | -0.66% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 8, 2025 | DFSTX | U.S. SMALL CAP PORTFOLIO - U.S. SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS | purchase | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Dec 8, 2025 | GQGIX | GQG PARTNERS EMERGING MARKETS EQUITY FUND - Institutional Shares | sale | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Dec 8, 2025 | CCALX | Conestoga Small Cap Fund - Institutional Class | sale | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Dec 8, 2025 | EMXC | iShares MSCI Emerging Markets ex China ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Nov 26, 2025 | CCALX | Conestoga Small Cap Fund - Institutional Class | sale | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Nov 20, 2025 | POLIX | Polen Growth Fund - Institutional Class | sale | $50,001 - $100,000 | $75K | Aug 12, 2026 |
| Nov 20, 2025 | VONG | Vanguard Russell 1000 Growth Index Fund - ETF Shares | purchase | $100,001 - $250,000 | $175K | Aug 12, 2026 |
| Jul 18, 2025 | VNQ | Vanguard Real Estate Index Fund - ETF Shares | sale | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Jul 18, 2025 | CCALX | Conestoga Small Cap Fund - Institutional Class | purchase | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Jul 18, 2025 | EMLP | First Trust North American Energy Infrastructure Fund | purchase | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Jul 18, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $50,001 - $100,000 | $75K | Aug 12, 2026 |
| Jul 18, 2025 | GQEIX | GQG PARTNERS US SELECT QUALITY EQUITY FUND - Institutional Shares | sale | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Jul 18, 2025 | GTCSX | Small Cap Equity Portfolio - Advisor | sale | $100,001 - $250,000 | $175K | Aug 12, 2026 |
| Jul 18, 2025 | VB | Vanguard Small-Cap Index Fund - ETF Shares | purchase | $50,001 - $100,000 | $75K | Aug 12, 2026 |
| Feb 24, 2025 | EAGL | Eagle Capital Select Equity ETF | purchase | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Feb 24, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Feb 24, 2025 | VOO | Vanguard 500 Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Feb 24, 2025 | POLIX | Polen Growth Fund - Institutional Class | sale | $50,001 - $100,000 | $75K | Aug 12, 2026 |
| Jan 29, 2025 | WCMIX | WCM Focused International Growth Fund - Institutional Class | sale | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Jan 29, 2025 | VB | Vanguard Small-Cap Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Jan 29, 2025 | VNQ | Vanguard Real Estate Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Jan 29, 2025 | — | MALOX BlackRock Global Allocation Fund, Inc. Institutional Shares | sale | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Jan 7, 2025 | QQQ | Invesco QQQ Trust, Series 1 | purchase | $50,001 - $100,000 | $75K | Aug 12, 2026 |
| Jan 7, 2025 | VB | Vanguard Small-Cap Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Jan 7, 2025 | VNQ | Vanguard Real Estate Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Jan 7, 2025 | — | MALOX BlackRock Global Allocation Fund, Inc. Institutional Shares | sale | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Jan 7, 2025 | — | MANLX BlackRock National Municipal Fund Institutional Shares | sale | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Jan 7, 2025 | NARAX | Virtus Newfleet Multi-Sector Short Term Bond Fund - Class A | sale | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Jan 7, 2025 | BMVP | Invesco Bloomberg MVP Multi-factor ETF | sale | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Jan 7, 2025 | AFTFX | TAX EXEMPT BOND FUND OF AMERICA - Class F-1 | sale | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Dec 12, 2023 | VOO | Vanguard S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 7, 2023 | VOO | Vanguard S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Dec 7, 2023 | GTLOX | Glenmede Large Cap Core Portfolio | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Sep 1, 2023 | ABCIX | American Beacon The London Company Income Equity | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Sep 1, 2023 | VAIPX | Vanguard Inflation Protected Securities Fund Adm | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Sep 1, 2023 | DFAPX | Dfa Investment Grade Portfolio | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Sep 1, 2023 | DODGX | Dodge & Cox Stock Fund | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Aug 30, 2023 | GQGIX | Gqg Partners Emerging Markets Equity Fund Instit | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Aug 30, 2023 | POLIX | Polen Growth Fund Institutional Class | purchase | $100,001 - $250,000 | $175K | Aug 13, 2024 |
| Aug 30, 2023 | WCMIX | WCM Focused International Growth Fund Insti Cl | purchase | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Aug 30, 2023 | GTCSX | Glenmede Small Capitalization Equity Portfolio A | purchase | $50,001 - $100,000 | $75K | Aug 13, 2024 |
| Aug 22, 2023 | MSFT | Microsoft Corp | sale | $50,001 - $100,000 | $75K | Aug 13, 2024 |
| Aug 22, 2023 | COST | Costco Wholesale Corporation - Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | CVX | Chevron Corp | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | BMY | Bristol-Myers Squibb Company | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | BKNG | Booking Holdings Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | BLK | Blackrock Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | AAPL | Apple Inc | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Aug 22, 2023 | APH | Amphenol Corp | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | AME | AMETEK, Inc. | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | AXP | American Express Company | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | ACN | Accenture Plc | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Aug 22, 2023 | GOOG | Alphabet Inc. - Class C Capital Stock | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Aug 22, 2023 | ALGN | Align Technology, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | CHD | Church & Dwight Company, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | AMZN | Amazon.com, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | ZTS | Zoetis Inc Cl A | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | ULTA | Ulta Beauty Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | TSCO | Tractor Supply Company | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | TJX | TJX Companies | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Aug 22, 2023 | TMO | Thermo Fisher Scientific Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | SCHW | The Charles Schwab Corp | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | LUV | Southwest Airlines Company | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | PPG | PPG Industries | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | PNC | PNC Financial Services Group, Inc. (The) Common St | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | PXD | Pioneer Natural Resources Company | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | NTRS | Northern Trust Corp | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | MA | Mastercard Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | LRCX | Lam Research Corp | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | LH | Laboratory Corp of America Holdings | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | JPM | JP Morgan Chase & Company | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | JNJ | Johnson & Johnson | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | HON | Honeywell International Inc | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Aug 22, 2023 | CVS | CVS Corp | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 15, 2023 | MASKX | Ishares Russell 2000 Small-Cap Index Fund - Inst | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 14, 2023 | FSGGX | Fidelity Global Ex U.S. Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 14, 2023 | VBTLX | Vanguard Total Bond Market Index Fund Admiral Sh | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 14, 2023 | IJR | iShares Core S&P Small-Cap ETF | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 14, 2023 | TSCIX | Amg Timessquare Small Cap Growth Fund- Class Z | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 14, 2023 | DODGX | Dodge & Cox Stock Fund | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 14, 2023 | POLIX | Polen Growth Fund Institutional Class | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 14, 2023 | WCMIX | WCM Focused International Growth Fund Insti Cl | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 14, 2023 | FSGGX | Fidelity Global Ex U.S. Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 14, 2023 | FXAIX | Fidelity 500 Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jun 14, 2023 | FXAIX | Fidelity 500 Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Mar 17, 2023 | WFC | Wells Fargo & Company Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Feb 21, 2023 | CHD | Church & Dwight Company, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Feb 10, 2023 | SCHW | Charles Schwab Corporation (The) Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Feb 10, 2023 | CHD | Church & Dwight Company, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Feb 10, 2023 | VGT | Vanguard Information Tech ETF | sale | $15,001 - $50,000 | $33K | Aug 13, 2024 |
| Feb 10, 2023 | GOOG | Alphabet Inc. - Class C Capital Stock | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 10, 2023 | BKNG | Booking Holdings Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 10, 2023 | BMY | Bristol-Myers Squibb Company Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 10, 2023 | JPM | JP Morgan Chase & Co. Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 10, 2023 | ALGN | Align Technology, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 10, 2023 | ULTA | Ulta Beauty, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 10, 2023 | CVS | CVS Health Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 10, 2023 | PXD | Pioneer Natural Resources Company Common Stock | sale | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 10, 2023 | AMZN | Amazon.com, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |
| Jan 10, 2023 | ZTS | Zoetis Inc. Class A Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 13, 2024 |