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Mark Dr Green

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 2026-06-19. Trade sizes are disclosed only as ranges, so every figure is an estimate.

Window Portfolio SPY vs SPY
1 week -3.2% +0.7% -3.8%
1 month -4.7% +1.8% -6.5%
1 quarter +0.7% +13.5% -12.8%
Year to date +16.6% +9.8% +6.8%

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-19). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
PAA 12,445 $265.6K 72.6%
USDP 4,827 $0 0.0%
GEL 2,030 $28.8K 7.9%
AAL 694 $11.1K 3.0%
GE 125 $44.7K 12.2%
UAL 110 $13.1K 3.6%
CTRM 84 $174 0.1%
ENB 30 $1.7K 0.5%
SPY 1 $552 0.2%

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)
$4M – $70.8M
Reporting year
2023
Disclosed assets
54
Disclosed liabilities
9

Net worth band by reporting year

2021 2022 2023 2024 — not e-filed 2025 — not e-filed
Year Net worth band
2023 $4M – $70.8M
2022 $9.3M – $99.5M
2021 $4.7M – $54.3M

Recent stock trades

Disclosed trades
210
Avg. disclosure lag
12.5 days
Filed past 45-day deadline
2.4%
Date Stock Type Amount
2025-02-28 NGL Sell $15K - $50K
2025-02-18 NGL Sell $100K - $250K
2025-02-03 NGL Sell $250K - $500K
2025-01-30 NGL Sell $500K - $1M
2025-01-28 NGL Sell $50K - $100K
2025-01-02 NGL Sell $15K - $50K
2024-12-03 NGL Sell $15K - $50K
2024-10-24 NGL Sell $50K - $100K
2024-10-16 NGL Sell $50K - $100K
2024-09-30 NGL Sell $100K - $250K
2024-09-17 NGL Sell $1K - $15K
2024-08-28 NGL Sell $50K - $100K
2024-08-05 NGL Sell $50K - $100K
2024-07-24 NGL Sell $15K - $50K
2024-07-01 NGL Sell $50K - $100K
2024-06-03 NGL Sell $100K - $250K
2024-05-10 NGL Sell $15K - $50K
2024-05-07 NGL Sell $250K - $500K
2024-04-25 NGL Sell $100K - $250K
2024-04-01 NGL Sell $100K - $250K
2024-03-11 NGL Sell $15K - $50K
2024-02-26 NGL Sell $50K - $100K
2024-01-29 NGL Sell $100K - $250K
2024-01-11 NGL Sell $100K - $250K
2023-12-06 ET Sell $1K - $15K