R
William F Hagerty, IV
senate · SC · RepublicanThese 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)
+10.2%Small sample
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
3 / 7
Priced / disclosed
Est. volume
$3.6M
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 99% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| VTI | 1 | $3.0M | 85% | +11.9% | +10.04% |
| IBDR | 1 | $175K | 5% | +2.7% | +0.13% |
| IBDQ | 1 | $375K | 11% | 0.0% | 0.00% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Jan 29, 2026 | — | Hall Ward Energy Fund II, LP Company: Hall Ward Energy Fund II, LP (Oklahoma City, OK) Description: Limited Partnership with the purpose of investing in non-operating working interests in oil and gas wells. | purchase | $100,001 - $250,000 | $175K | Mar 2, 2026 |
| Jan 23, 2026 | — | Contour Venture Partners V, LP Company: Contour Venture Partners V, LP (Princeton, NJ) Description: Limited partnership for the purpose of making early stage equity investments. | purchase | $250,001 - $500,000 | $375K | Feb 23, 2026 |
| Dec 29, 2025 | VTI | Vanguard Total Stock Market Index Fund - ETF Shares | purchase | $1,000,001 - $5,000,000 | $3.0M | Aug 12, 2026 |
| Dec 23, 2025 | IBDS | iShares iBonds Dec 2027 Term Corporate ETF | purchase | $100,001 - $250,000 | $175K | Aug 12, 2026 |
| Dec 23, 2025 | IBDR | iShares iBonds Dec 2026 Term Corporate ETF | purchase | $100,001 - $250,000 | $175K | Aug 12, 2026 |
| Dec 18, 2025 | IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | sale | $250,001 - $500,000 | $375K | Aug 12, 2026 |
| Dec 12, 2025 | — | SNOXX - Schwab Treasury Obligation Money Market | purchase | $250,001 - $500,000 | $375K | Aug 11, 2025 |
| Aug 11, 2025 | CPPAX | American Funds Preservation Portfolio - Class 529-A | sale | $50,001 - $100,000 | $75K | Aug 12, 2026 |
| Aug 7, 2025 | CIPAX | American Funds Conservative Growth and Income Portfolio - Class 529-A | sale | $100,001 - $250,000 | $175K | Aug 12, 2026 |
| Aug 7, 2025 | CPGAX | American Funds Global Growth Portfolio - Class 529-A | sale | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Aug 7, 2025 | CBAAX | American Funds Moderate Growth and Income Portfolio - Class 529-A | sale | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Jul 29, 2025 | SPY | State Street SPDR S&P 500 ETF Trust | sale | $250,001 - $500,000 | $375K | Aug 12, 2026 |
| Jul 15, 2025 | KOCT | Innovator U.S. Small Cap Power Buffer ETF - October | sale | $50,001 - $100,000 | $75K | Aug 12, 2026 |
| Jul 15, 2025 | POCT | Innovator U.S. Equity Power Buffer ETF - October | sale | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Jun 30, 2025 | IBDR | iShares iBonds Dec 2026 Term Corporate ETF | purchase | $250,001 - $500,000 | $375K | Aug 12, 2026 |
| Feb 18, 2025 | VBR | Vanguard Small-Cap Value Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Feb 18, 2025 | RSP | Invesco S&P 500 Equal Weight ETF | purchase | $1,001 - $15,000 | $8K | Aug 12, 2026 |
| Feb 18, 2025 | VBR | Vanguard Small-Cap Value Index Fund - ETF Shares | purchase | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Jan 2, 2025 | AHL-C | Aspen Insurance Holdings Ltd [Ahl/Pc] | sale | $15,001 - $50,000 | $33K | Aug 12, 2026 |
| Dec 27, 2024 | CPPAX | American Funds Preservation Portfolio Class 529- | sale | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Dec 27, 2024 | CIPAX | American Funds Conservative Growth and Income Po | purchase | $100,001 - $250,000 | $175K | Aug 11, 2025 |
| Dec 20, 2024 | IBDQ | iShares iBonds Dec 2025 Term Corporate ETF | purchase | $250,001 - $500,000 | $375K | Aug 11, 2025 |
| Dec 19, 2024 | IBDP | iShares iBonds Dec 2024 Term Corporate ETF | sale | $100,001 - $250,000 | $175K | Aug 11, 2025 |
| Dec 13, 2024 | EQC | Equity Commonwealth | sale | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Dec 12, 2024 | — | SNOXX - Schwab Treasury Obligation Money Market | purchase | $250,001 - $500,000 | $375K | Aug 11, 2025 |
| Dec 12, 2024 | CPPAX | American Funds Preservation Portfolio Class 529- | sale | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Dec 10, 2024 | — | CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business. | sale | $250,001 - $500,000 | $375K | Aug 11, 2025 |
| Oct 30, 2024 | — | Keysight Technologies Bond Rate/Coupon: 4.55% Matures: 10/30/2024 | sale | $50,001 - $100,000 | $75K | Aug 11, 2025 |
| Jul 22, 2024 | — | Equitrans Midstream Corp (Exchanged) Eqt Corp Received | exchange | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Jul 12, 2024 | CPPAX | American Funds Preservation Portfolio Class 529- | sale | $50,001 - $100,000 | $75K | Aug 11, 2025 |
| Jul 5, 2024 | IBDP | iShares iBonds Dec 2024 Term Corporate ETF | sale | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| May 22, 2024 | IBDP | iShares iBonds Dec 2024 Term Corporate ETF | sale | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Mar 26, 2024 | IBDP | iShares iBonds Dec 2024 Term Corporate ETF | sale | $1,001 - $15,000 | $8K | Aug 11, 2025 |
| Mar 6, 2024 | IBDP | iShares iBonds Dec 2024 Term Corporate ETF | sale | $15,001 - $50,000 | $33K | Aug 11, 2025 |
| Jan 12, 2024 | IBDP | iShares iBonds Dec 2024 Term Corporate ETF | sale | $100,001 - $250,000 | $175K | Aug 11, 2025 |
| Nov 6, 2023 | — | Crestwood Equity Partners LP (Exchanged) Energy Transfer LP (Received) | exchange | $50,001 - $100,000 | $75K | Aug 13, 2024 |