D
Martin Heinrich
senate · NM · DemocratThese 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)
+12.8%Small sample
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
1 / 1
Priced / disclosed
Est. volume
$8K
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 100% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| FNIAX | 1 | $8K | 100% | +12.8% | +12.84% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Dec 5, 2025 | FNIAX | Fidelity Advisor New Insights Fund - Class A | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Aug 19, 2025 | — | Scholar’s Edge Today Portfolio A | sale | $15,001 - $50,000 | $33K | May 14, 2026 |
| May 12, 2025 | — | Scholar’s Edge Today Portfolio A | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| May 9, 2025 | — | Scholar’s Edge Today Portfolio A | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Apr 10, 2025 | — | Scholar’s Edge Today Portfolio A | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Mar 10, 2025 | — | Scholar’s Edge Today Portfolio A | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Feb 10, 2025 | — | Scholar’s Edge Today Portfolio A | purchase | $1,001 - $15,000 | $8K | May 14, 2026 |
| Dec 13, 2024 | FITLX | Fidelity U.S. Sustainability Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 6, 2024 | FNIAX | Fidelity Advisor New Insights Class A | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Nov 29, 2024 | FITLX | Fidelity U.S. Sustainability Index Fund | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Nov 18, 2024 | FSCDX | Fidelity Advisor Series I Fidelity Advisor Smal | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Nov 18, 2024 | FNIAX | Fidelity Advisor New Insights Class A | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Nov 18, 2024 | RERCX | American Funds - Europacific Growth Fund Class R | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Nov 18, 2024 | HLIEX | Jpmorgan Equity Income Fund I Class | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Nov 18, 2024 | PESPX | BNY Mellon Midcap Index Fund Inc. Investor Shar | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Nov 18, 2024 | DISSX | BNY Mellon Smallcap Stock Index Fund Investor Sh | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jul 9, 2024 | FITLX | Fidelity U.S. Sustainability Index Fund | purchase | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| Jul 9, 2024 | — | JPMCB Smart Retirement DRE 2040 Fund CFA | sale | $50,001 - $100,000 | $75K | Aug 13, 2025 |
| May 3, 2024 | FITLX | Fidelity U.S. Sustainability Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 25, 2024 | FSCDX | Fidelity Advisor Series I Fidelity Advisor Smal | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 25, 2024 | FDAGX | Fidelity Advisor Consumer Staples Fund Class A | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 25, 2024 | FIIAX | Fidelity Advisor Mid Cap II Fund Class A | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 25, 2024 | FSTAX | Fidelity Advisor Series II Fidelity Advisor Stra | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Mar 11, 2024 | — | Scholar’s Edge Today Portfolio A | sale | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Dec 11, 2023 | — | FNIAX- Fidelity Advisor New Insights A (NASDAQ) | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |
| Jun 23, 2023 | — | FNIAX- Fidelity Advisor New Insights A (NASDAQ) | purchase | $15,001 - $50,000 | $33K | Aug 13, 2025 |
| Apr 21, 2023 | FITLX | Fidelity U.S. Sustainability Index Fund | purchase | $1,001 - $15,000 | $8K | Aug 13, 2025 |