Ed Perlmutter

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	+0.2%	+0.3%	-0.1%
1 month	-2.5%	+1.2%	-3.6%
1 quarter	+5.8%	+10.6%	-4.8%
Year to date	+6.8%	+10.0%	-3.2%

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
NVDA Nvidia Corp	617	$121.6K	56.6%
KR Kroger Co	184	$10.9K	5.1%
UAL United Airlines Holdings, Inc.	159	$20.1K	9.4%
AMZN Amazon Com Inc	64	$15.5K	7.2%
COST Costco Wholesale Corp /New	39	$36.6K	17.1%
CHPT ChargePoint Holdings, Inc.	31	$182	0.1%
AAPL Apple Inc.	30	$9.3K	4.4%
PFE Pfizer Inc	11	$269	0.1%
COIN Coinbase Global, Inc.	1	$220	0.1%

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.

Latest net worth (band)

-$159K – $1M

Reporting year

2021

Disclosed assets

Disclosed liabilities

Net worth band by reporting year

2021 2022 — not e-filed 2023 — not e-filed 2024 — not e-filed 2025 — not e-filed

Year	Filed	Net worth band	Assets	Liabilities
2021	2022-08-09	-$159K – $1M	42	1

Recent stock trades

Disclosed trades

Avg. disclosure lag

48.3 days

Filed past 45-day deadline

45.7%

Date	Stock	Type	Owner	Amount	Filed	Lag
2022-11-10	AMZN Amazon Com Inc	Buy	SP	$1K - $15K	2022-12-19	39d
2022-11-10	AAPL Apple Inc.	Buy	SP	$1K - $15K	2022-12-19	39d
2022-11-10	CHPT ChargePoint Holdings, Inc.	Buy	SP	$1K - $15K	2022-12-19	39d
2022-11-10	COST Costco Wholesale Corp /New	Buy	SP	$1K - $15K	2022-12-19	39d
2022-11-01	CHPT ChargePoint Holdings, Inc.	Sell	SP	$1K - $15K	2022-12-19	48d late
2022-09-02	CHPT ChargePoint Holdings, Inc.	Buy	SP	$1K - $15K	2022-09-26	24d
2022-07-19	KR Kroger Co	Buy	SP	$1K - $15K	2022-09-26	69d late
2022-05-20	AAPL Apple Inc.	Sell	SP	$1K - $15K	2022-06-16	27d
2022-05-20	F Ford Motor Co	Sell	SP	$1K - $15K	2022-06-16	27d
2022-05-13	AMZN Amazon Com Inc	Sell	SP	$1K - $15K	2022-06-16	34d
2022-05-13	AAPL Apple Inc.	Sell	SP	$1K - $15K	2022-06-16	34d
2022-05-13	F Ford Motor Co	Sell	SP	$1K - $15K	2022-06-16	34d
2022-05-13	MSFT Microsoft Corp	Sell	SP	$1K - $15K	2022-06-16	34d
2022-05-13	VZ Verizon Communications Inc	Sell	SP	$1K - $15K	2022-06-16	34d
2022-04-22	COST Costco Wholesale Corp /New	Sell	SP	$1K - $15K	2022-05-10	18d
2021-12-21	COIN Coinbase Global, Inc.	Sell	SP	$1K - $15K	2022-01-25	35d
2021-11-26	COST Costco Wholesale Corp /New	Sell	SP	$1K - $15K	2021-12-22	26d
2021-11-26	F Ford Motor Co	Buy	SP	$1K - $15K	2021-12-22	26d
2021-11-02	F Ford Motor Co	Buy	SP	$1K - $15K	2021-12-02	30d
2021-09-23	COIN Coinbase Global, Inc.	Buy	SP	$1K - $15K	2021-10-26	33d
2021-07-07	BABA Alibaba Group Holding Ltd	Sell	SP	$1K - $15K	2021-08-24	48d late
2021-07-07	UAL United Airlines Holdings, Inc.	Buy	SP	$1K - $15K	2021-08-24	48d late
2021-06-14	BABA Alibaba Group Holding Ltd	Sell	SP	$1K - $15K	2021-08-24	71d late
2021-05-11	BABA Alibaba Group Holding Ltd	Buy	SP	$1K - $15K	2021-06-25	45d
2020-11-18	AMZN Amazon Com Inc	Buy	SP	$1K - $15K	2020-12-22	34d