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Laurel Lee

Representative

Estimated portfolio performance

Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-07-08. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week -0.5% +0.3% -0.8%
1 month +5.5% +1.2% +4.4%
1 quarter +12.9% +10.6% +2.3%
Year to date +26.9% +10.0% +17.0%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-08). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
HURA 34,990 $79.8K 24.4%
PFE 1,264 $30.4K 9.3%
JPM 377 $124.5K 38.0%
AAPL 295 $92.5K 28.3%

Net worth

Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.

Latest net worth (band)
$5.9M – $21.9M
Reporting year
2024
Disclosed assets
58
Disclosed liabilities
0

Net worth band by reporting year

2023 2024 2025 — not e-filed
Year Net worth band
2024 $5.9M – $21.9M
2023 $5.2M – $17.5M

Recent stock trades

Disclosed trades
14
Avg. disclosure lag
86.1 days
Filed past 45-day deadline
14.3%
Date Stock Type Amount
2025-07-13 HURA Buy $50K - $100K
2025-05-08 NVO Sell $1K - $15K
2024-11-29 WBD Sell $1K - $15K
2024-11-29 WBD Sell $1K - $15K
2024-11-25 HURA Buy $1K - $15K
2024-11-08 GEV Sell $15K - $50K
2024-10-21 PFE Buy $15K - $50K
2024-10-07 AAPL Buy $15K - $50K
2024-09-10 JPM Buy $50K - $100K
2024-07-31 AAPL Buy $15K - $50K
2024-07-05 AAPL Sell $15K - $50K
2024-07-05 AAPL Buy $15K - $50K
2023-12-29 BABA Sell $100K - $250K
2023-12-29 BABA Sell $100K - $250K