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Jacklyn S Rosen
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)
+8.4%
2025-09-15 → 2026-09-15
S&P 500 same window
+15.2%
Benchmark context only
Trades in window
24 / 25
Priced / disclosed
Est. volume
$449K
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 21% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| ACSTX | 4 | $57K | 13% | +14.2% | +1.78% |
| BIGRX | 2 | $41K | 9% | +18.6% | +1.68% |
| FCNTX | 2 | $41K | 9% | +12.3% | +1.11% |
| TWCUX | 1 | $75K | 17% | +5.3% | +0.88% |
| JACTX | 1 | $75K | 17% | +4.4% | +0.74% |
| HACAX | 1 | $33K | 7% | +5.8% | +0.42% |
| FPURX | 2 | $16K | 4% | +11.2% | +0.40% |
| FEQIX | 1 | $8K | 2% | +14.5% | +0.26% |
| FSKAX | 1 | $8K | 2% | +12.9% | +0.23% |
| FAGAX | 1 | $8K | 2% | +11.8% | +0.21% |
| EVTMX | 1 | $8K | 2% | +9.5% | +0.17% |
| VWINX | 2 | $16K | 4% | +4.2% | +0.15% |
| VGSTX | 1 | $8K | 2% | +6.7% | +0.12% |
| VAFAX | 1 | $8K | 2% | +6.6% | +0.12% |
| FMIJX | 1 | $8K | 2% | +4.8% | +0.09% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 26, 2025 | FAGAX | Fidelity Advisor Growth Opportunities Fund - Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 23, 2025 | VGSTX | Vanguard Star Fund - Investor Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 19, 2025 | FPURX | Fidelity Puritan Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 19, 2025 | FEQIX | Fidelity Equity-Income Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 19, 2025 | FMIJX | International Fund - International Fund Investor Class | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 19, 2025 | FSKAX | Fidelity Total Market Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 18, 2025 | VAFAX | INVESCO AMERICAN FRANCHISE FUND - Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 18, 2025 | — | MSIGX - Invesco Main Street Fund Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 17, 2025 | VWINX | VANGUARD WELLESLEY INCOME FUND - Investor Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 16, 2025 | BIGRX | DISCIPLINED CORE VALUE FUND - Investor Class | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 16, 2025 | BIGRX | DISCIPLINED CORE VALUE FUND - Investor Class | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Dec 16, 2025 | TWCUX | ULTRA FUND - Investor Class | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Dec 11, 2025 | ACSTX | INVESCO COMSTOCK FUND - Class A | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Dec 11, 2025 | HACAX | Harbor Capital Appreciation Fund - Institutional Class | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Dec 11, 2025 | ACSTX | INVESCO COMSTOCK FUND - Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 11, 2025 | ACSTX | INVESCO COMSTOCK FUND - Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 9, 2025 | EVTMX | Eaton Vance Dividend Builder Fund - Eaton Vance Dividend Builder Fund Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 5, 2025 | FMAGX | Fidelity Magellan Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 5, 2025 | FCNTX | Fidelity Contrafund | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Dec 5, 2025 | FCNTX | Fidelity Contrafund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 5, 2025 | JACTX | Janus Henderson Forty Fund - Class T | purchase | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Oct 10, 2025 | FPURX | Fidelity Puritan Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 26, 2025 | VFICX | Vanguard Intermediate-Term Investment-Grade Fund - Investor Shares | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Sep 25, 2025 | ACSTX | INVESCO COMSTOCK FUND - Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Sep 19, 2025 | VWINX | VANGUARD WELLESLEY INCOME FUND - Investor Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jul 17, 2025 | RSP | Invesco S&P 500 Equal Weight ETF | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Jun 30, 2025 | VGSTX | Vanguard Star Fund - Investor Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 26, 2025 | ACSTX | INVESCO COMSTOCK FUND - Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Jun 20, 2025 | VWINX | VANGUARD WELLESLEY INCOME FUND - Investor Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Mar 27, 2025 | ACSTX | INVESCO COMSTOCK FUND - Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Mar 21, 2025 | VWINX | VANGUARD WELLESLEY INCOME FUND - Investor Shares | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Mar 17, 2025 | VWESX | Vanguard Long-Term Investment-Grade Fund - Investor Shares | purchase | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Mar 14, 2025 | GLD | SPDR Gold Shares | sale | $50,001 - $100,000 | $75K | Aug 13, 2026 |
| Mar 11, 2025 | SLV | iShares Silver Trust | sale | $15,001 - $50,000 | $33K | Aug 13, 2026 |
| Feb 7, 2025 | FCNTX | Fidelity Contrafund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2026 |
| Dec 30, 2024 | VGSTX | Vanguard Star Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 20, 2024 | FEQIX | Fidelity Equity Income Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 20, 2024 | FSKAX | Fidelity Total Market Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 20, 2024 | HACAX | Harbor Capital Appreciation Fund Insti Cl | purchase | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Dec 20, 2024 | FPURX | Fidelity Puritan Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 18, 2024 | VWINX | Vanguard Wellesley Income Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 17, 2024 | TWCUX | American Century Ultra Investor Class | purchase | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Dec 16, 2024 | MSIGX | Invesco Main Street Fund Class A | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 12, 2024 | ACSTX | Invesco Comstock Fund Class A | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 12, 2024 | ACSTX | Invesco Comstock Fund Class A | purchase | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Dec 10, 2024 | EVTMX | Eaton Vance Dividend Builder Fd Cl A | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 6, 2024 | FMAGX | Fidelity Magellan | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 6, 2024 | JACTX | Janus Henderson Forty Fund - T Shares | purchase | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Dec 6, 2024 | FCNTX | Fidelity Contra Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Oct 11, 2024 | FPURX | Fidelity Puritan Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Sep 26, 2024 | ACSTX | Invesco Comstock Fund Class A | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Sep 20, 2024 | VWINX | Vanguard Wellesley Income Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jun 28, 2024 | VGSTX | Vanguard Star Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jun 27, 2024 | ACSTX | Invesco Comstock Fund Class A | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Jun 21, 2024 | VWINX | Vanguard Wellesley Income Fund | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| May 10, 2024 | FMAGX | Fidelity Magellan | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Apr 24, 2024 | VWESX | Vanguard Long-Term Investment Grade Fund Investo | purchase | $15,001 - $50,000 | $33K | Aug 8, 2025 |
| Mar 28, 2024 | ACSTX | Invesco Comstock Fund Class A | purchase | $1,001 - $15,000 | $8K | Aug 8, 2025 |
| Dec 27, 2023 | VGSTX | Vanguard Star Fund | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 19, 2023 | TWCUX | American Century Ultra Investor Class | purchase | $15,001 - $50,000 | $33K | Jul 26, 2024 |
| Dec 18, 2023 | MSIGX | Invesco Oppenheimer Main Street Fund Class A | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 18, 2023 | VWINX | Vanguard Wellesley Income Fund | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 15, 2023 | MSIGX | Invesco Oppenheimer Main Street Fund Class A | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 15, 2023 | FPURX | Fidelity Puritan Fund | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 15, 2023 | FSKAX | Fidelity Total Market Index Fund | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 13, 2023 | ACSTX | Invesco Comstock Fund Class A | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 13, 2023 | ACSTX | Invesco Comstock Fund Class A | purchase | $15,001 - $50,000 | $33K | Jul 26, 2024 |
| Dec 8, 2023 | FEQIX | Fidelity Equity Income Fund | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 8, 2023 | EVTMX | Eaton Vance Dividend Builder Fd Cl A | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 8, 2023 | FCNTX | Fidelity Contra Fund | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 8, 2023 | FMAGX | Fidelity Magellan | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Dec 7, 2023 | JACTX | Janus Henderson Forty Fund - T Shares | purchase | $15,001 - $50,000 | $33K | Jul 26, 2024 |
| Oct 20, 2023 | VWESX | Vanguard Long-Term Investment Grade Fund Investo | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Oct 13, 2023 | FPURX | Fidelity Puritan Fund | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Sep 28, 2023 | ACSTX | Invesco Comstock Fund Class A | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Sep 19, 2023 | BIGRX | American Century Income and Growth Fund Investor | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Aug 16, 2023 | RSP | Invesco S&P 500 Equal Weight ETF | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Jun 30, 2023 | RSP | Invesco S&P 500 Equal Weight ETF | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Jun 22, 2023 | ACSTX | Invesco Comstock Fund Class A | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| May 19, 2023 | VWESX | Vanguard Long-Term Investment Grade Fund Investo | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| May 12, 2023 | FMAGX | Fidelity Magellan | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Mar 23, 2023 | ACSTX | Invesco Comstock Fund Class A | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Mar 21, 2023 | VFICX | Vanguard Intermediate-Term Investment Grade Fund | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Feb 15, 2023 | IAT | iShares U.S. Regional Banks ETF | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Feb 14, 2023 | IAT | iShares U.S. Regional Banks ETF | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Feb 10, 2023 | FCNTX | Fidelity Contra Fund | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Jan 23, 2023 | VFICX | Vanguard Intermediate-Term Investment Grade Fund | purchase | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Jan 3, 2023 | — | General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock Received | exchange | $1,001 - $15,000 | $8K | Jul 26, 2024 |
| Jan 3, 2023 | — | General Electric Company Common Stock (Exchanged) GE HealthCare Technologies Inc. - Common Stock Received | exchange | $1,001 - $15,000 | $8K | Jul 26, 2024 |