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Portfolio leaders

Party split

Estimated net holdings by party

Methodology & FAQ — how the dollar figures are estimated

Why are the dollar figures approximate?

STOCK Act disclosures report each trade as a dollar range (e.g. "$1,001–$15,000"), not an exact amount. Every chart, total, and P&L figure on this site therefore uses a single representative value per range. The original disclosed range is always shown in the trade tables.

What value is used for each range?

Disclosed rangeValue used
$1,001 – $15,000$10,000
$15,001 – $50,000$30,000
$50,001 – $100,000$75,000
$100,001 – $250,000$175,000
$250,001 – $500,000$375,000
$500,001 – $1,000,000$750,000
$1,000,001 – $5,000,000$3,000,000
$5,000,001 – $25,000,000$15,000,000
$25,000,001 – $50,000,000$37,500,000
Over $50,000,000$50,000,000

What about amounts that don't match these ranges?

A few filings disclose an exact amount or a non-standard range (often OCR artifacts from paper filings). Exact amounts are used as-is; non-standard ranges fall back to their midpoint.

How is P&L estimated from these values?

Share counts are inferred as the representative value divided by the market closing price on the trade date; full sales close the whole inferred position. Options with disclosed detail (call/put, strike, expiry) are valued with Black-Scholes using each stock's trailing realized volatility: contracts are inferred from the disclosed premium, re-priced at sale, settled at intrinsic value at expiry, and marked to model while open — so puts gain when the stock falls, and expired out-of-the-money options count as a full loss. Option sales with no prior purchase are treated as written (sold-to-open) options. Options without parseable detail are excluded from the math and lower the member's confidence rating. These are rough estimates — see the confidence rating on each member's P&L row.

Which filings are not captured?