Roger Williams
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 | +0.6% | +0.3% | +0.4% |
| 1 month | -0.7% | +1.2% | -1.8% |
| 1 quarter | +8.2% | +10.6% | -2.4% |
| Year to date | +3.2% | +10.0% | -6.7% |
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 | 2025-05-14 | $63.6M – $171.4M |
| 2023 | 2024-05-15 | $63.5M – $171.3M |
| 2022 | 2023-05-15 | $63.5M – $171.3M |
| 2021 | 2022-05-13 | $64.2M – $170.4M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2025-12-22 | CVX | Sell | — | $15K - $50K | 2026-01-15 | 24d |
| 2025-12-22 | FANG | Sell | — | $1K - $15K | 2026-01-15 | 24d |
| 2025-12-22 | JPM | Buy | — | $1K - $15K | 2026-01-15 | 24d |
| 2025-12-22 | RTX | Buy | — | $1K - $15K | 2026-01-15 | 24d |
| 2024-03-04 | PFE | Sell | SP | $1K - $15K | 2024-06-12 | 100d late |
| 2024-03-01 | PFE | Sell | SP | $1K - $15K | 2024-06-12 | 103d late |
| 2024-03-01 | PFE | Buy | SP | $1K - $15K | 2024-06-12 | 103d late |
| 2022-06-30 | LLY | Buy | SP | $1K - $15K | 2024-06-12 | 713d late |
| 2022-06-30 | META | Buy | SP | $1K - $15K | 2024-06-12 | 713d late |
| 2022-06-30 | NVDA | Buy | SP | $1K - $15K | 2024-06-12 | 713d late |
| 2022-06-30 | SBFM | Buy | SP | $1K - $15K | 2024-06-12 | 713d late |
| 2022-06-30 | TFC | Buy | SP | $1K - $15K | 2024-06-12 | 713d late |
| 2022-06-22 | DIS | Sell | SP | $1K - $15K | 2024-06-12 | 721d late |
| 2021-06-30 | STLA | Buy | SP | $1K - $15K | 2024-06-12 | 1078d late |
| 2021-06-30 | DIS | Buy | SP | $1K - $15K | 2024-06-12 | 1078d late |
| 2021-06-30 | DIS | Buy | SP | $1K - $15K | 2024-06-12 | 1078d late |
| 2021-05-13 | DVN | Sell | SP | $1K - $15K | 2024-06-12 | 1126d late |
| 2019-07-10 | DIS | Sell | SP | $1K - $15K | 2024-06-12 | 1799d late |
| 2019-03-01 | NVDA | Sell | SP | $1K - $15K | 2024-06-12 | 1930d late |
| 2019-02-27 | GE | Sell | SP | $1K - $15K | 2024-06-12 | 1932d late |