Katie Britt
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 | +2.5% | -0.1% | +2.5% |
| 1 month | +0.3% | +0.8% | -0.5% |
| 1 quarter | +7.9% | +10.3% | -2.3% |
| Year to date | +6.0% | +9.6% | -3.6% |
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.
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 |
|---|---|---|
| 2024 | 2025-08-13 | $288.1K – $8.7M |
| 2023 | 2024-07-15 | -$4.9M – $4M |
| 2022 | 2023-08-23 | $677K – $5.9M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-01-28 | JPM | Sell | Spouse | $1K - $15K | 2026-01-29 | 1d |
| 2025-11-07 | NVDA | Sell | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-11-07 | AAPL | Sell | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-11-07 | UPS | Buy | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-11-07 | AMZN | Sell | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-11-07 | V | Buy | Spouse | $1K - $15K | 2026-01-26 | 80d late |
| 2025-04-30 | XOM | Sell | Spouse | $1K - $15K | 2026-01-26 | 271d late |
| 2025-04-30 | AMZN | Buy | Spouse | $1K - $15K | 2026-01-26 | 271d late |
| 2025-04-30 | AAPL | Buy | Spouse | $1K - $15K | 2026-01-26 | 271d late |
| 2025-04-30 | UNH | Sell | Spouse | $1K - $15K | 2026-01-26 | 271d late |
| 2025-04-30 | NVDA | Buy | Spouse | $1K - $15K | 2026-01-26 | 271d late |
| 2025-04-14 | XOM | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | JPM | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | EOG | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | AAPL | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | AMZN | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | WMT | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | V | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | MSFT | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | UNH | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2025-04-14 | NVDA | Buy | Spouse | $1K - $15K | 2026-01-26 | 287d late |
| 2024-07-24 | ONEW | Sell | Joint | $1K - $15K | 2024-07-29 | 5d |