Kim Schrier
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.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
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.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.
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.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-15 | $8M – $31.7M |
| 2024 | 2025-05-15 | $7.7M – $31.3M |
| 2023 | 2024-05-10 | $7.1M – $30M |
| 2022 | 2023-05-15 | $6.3M – $29.2M |
| 2021 | 2022-05-16 | $7.3M – $22.2M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-03-22 | AAPL | Sell | JT | $250K - $500K | 2022-04-21 | 30d |
| 2022-03-22 | TSLA | Sell | JT | $250K - $500K | 2022-04-21 | 30d |
| 2022-03-22 | TSLA | Sell | SP | $250K - $500K | 2022-04-21 | 30d |
| 2022-03-22 | AAPL | Sell | JT | $500K - $1M | 2022-04-21 | 30d |
| 2021-11-15 | AAPL | Sell | JT | $250K - $500K | 2021-12-07 | 22d |
| 2021-10-28 | ABT | Sell | JT | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | GOOGL | Sell | JT | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | AAPL | Buy | JT | $250K - $500K | 2021-11-18 | 21d |
| 2021-10-28 | BDX | Sell | JT | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | BMY | Sell | JT | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | BEP | Sell | JT | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | CSCO | Sell | JT | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | CLF | Sell | JT | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | COST | Sell | JT | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | CVS | Sell | JT | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | DCI | Sell | JT | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | EWBC | Sell | JT | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | ETN | Sell | JT | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | HON | Sell | JT | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | IBM | Sell | JT | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | J | Sell | JT | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | JPM | Sell | JT | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | LOW | Sell | JT | $15K - $50K | 2021-11-18 | 21d |
| 2021-10-28 | LUMN | Sell | JT | $1K - $15K | 2021-11-18 | 21d |
| 2021-10-28 | MSB | Sell | JT | $1K - $15K | 2021-11-18 | 21d |