Susan A. Davis

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%	+1.2%	-4.4%
1 month	+3.3%	+2.3%	+1.0%
1 quarter	+33.4%	+14.0%	+19.3%
Year to date	+34.6%	+10.3%	+24.3%

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
F Ford Motor Co	5,623	$81K	21.8%
FTNT Fortinet, Inc.	1,098	$158.9K	42.8%
VSAT Viasat Inc	936	$58.5K	15.8%
CSIQ Canadian Solar Inc.	856	$14.3K	3.9%
EXC Exelon Corp	456	$21.2K	5.7%
BIDU Baidu, Inc.	332	$37.4K	10.1%

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.

No Electronic Disclosures

No electronically filed annual financial disclosure is available for this member yet.

Recent stock trades

Disclosed trades

Avg. disclosure lag

31.3 days

Filed past 45-day deadline

Date	Stock	Type	Owner	Amount	Filed	Lag
2020-10-28	CSIQ Canadian Solar Inc.	Buy	SP	$15K - $50K	2020-11-30	33d
2020-10-28	F Ford Motor Co	Buy	SP	$15K - $50K	2020-11-30	33d
2020-10-28	FTNT Fortinet, Inc.	Buy	SP	$1K - $15K	2020-11-30	33d
2020-10-28	VSAT Viasat Inc	Buy	SP	$1K - $15K	2020-11-30	33d
2020-09-29	LEVI Levi Strauss & Co	Sell	JT	$1K - $15K	2020-10-29	30d
2020-09-29	LUV Southwest Airlines Co	Sell	JT	$15K - $50K	2020-10-29	30d
2020-04-15	VSAT Viasat Inc	Buy	SP	$1K - $15K	2020-05-14	29d
2020-03-16	BIDU Baidu, Inc.	Buy	SP	$1K - $15K	2020-04-16	31d
2020-03-16	EXC Exelon Corp	Buy	SP	$1K - $15K	2020-04-16	31d
2020-03-16	FTNT Fortinet, Inc.	Buy	SP	$15K - $50K	2020-04-16	31d
2020-03-16	LEVI Levi Strauss & Co	Buy	—	$1K - $15K	2020-04-16	31d
2020-02-11	ALK Alaska Air Group, Inc.	Sell	SP	$15K - $50K	2020-03-13	31d
2020-02-11	BIDU Baidu, Inc.	Buy	SP	$15K - $50K	2020-03-13	31d
2020-02-11	FTNT Fortinet, Inc.	Sell	SP	$15K - $50K	2020-03-13	31d
2020-02-11	RCL Royal Caribbean Cruises Ltd	Sell	—	$1K - $15K	2020-03-13	31d
2020-02-11	VSAT Viasat Inc	Buy	SP	$15K - $50K	2020-03-13	31d