Thomas J. Rooney’s disclosed stock trades, and what copying them returned

RRepublican · FL · House

Every trade Thomas J. Rooney has disclosed under the STOCK Act, read straight from the official filings.

379Disclosed trades
271Buys
108Sells
75dMedian disclosure lag

Jan 16, 2017 – Jan 14, 2019. You cannot trade when they traded, so every number below starts at the disclosure date, the earliest anyone could have copied it.

Before you scroll: did copying Thomas J. Rooney actually beat the S&P 500?

Buying at the first open after each filing went public, the earliest a copier could act.

Run it yourself

The figures above copy every disclosed buy, sized between 1% and 20% of the account by how big that filing was for them. Change the rules and see what happens.

These are the ranking’s own rules, so an untouched run reproduces the figures above. Change one and the run is yours. One member at a time; combining several into a basket is part of Pulse.

Think you can do better?

Copying Thomas J. Rooney compounded at +14.5% a year, against +15.3% a year for the S&P 500 over the same trades, 0.8 points a year behind. Beat it with any strategy, on any ticker.

Try to beat Rooney

Most-traded tickers

MMM (12) · AINV (12) · WY (11) · FTAI (11) · NXPI (11) · ARCC (11) · DORM (10) · NKE (10) · AOS (10) · MSFT (10)

Thomas J. Rooney

Backtest in Pulse
Disclosures
379
Buys
271
Sells
108
Last filing
Jan 14, 2019
Copying every disclosed buy, 1–20% per trade by their own conviction, idle cash in SPY
Return/yrvs S&P/yrCopiedYears
Copying the filings+14.5%-0.8%228/2719.7
What they got+12.4%-1.4%205/27112.3
Worst fall 33.7% · win rate 75%. Both rows use the same 1% sizing and buy at the day’s open, only the entry date differs. Their real position sizes are never disclosed, only bands, so “what they got” is their timing, not their account.
The latest 10 disclosed trades, newest filing first, amounts are the statutory bands, not exact sizes
TickerSideOwnerAmountTradedDisclosedLag
AMATSellDC$15,001 - $50,000Dec 10, 2018Jan 14, 201935d
WYSellSelf$50,001 - $100,000Dec 10, 2018Jan 14, 201935d
FTAIBuySelf$100,001 - $250,000Dec 10, 2018Jan 14, 201935d
FTAIBuySelf$100,001 - $250,000Dec 21, 2018Jan 14, 201924d
AZOPartial sellSelf$15,001 - $50,000Dec 6, 2018Jan 14, 201939d
DORMPartial sellDC$1,001 - $15,000Nov 13, 2018Dec 12, 201829d
NRZBuySelf$50,001 - $100,000Nov 5, 2018Dec 12, 201837d
FTAIBuySelf$15,001 - $50,000Oct 2, 2018Nov 9, 201838d
THOSellSelf$15,001 - $50,000Sep 20, 2018Oct 13, 201823d
MMMBuyDC$1,001 - $15,000Sep 20, 2018Oct 13, 201823d
369 earlier filings , the full history, sorting, backtests and the CSV export are part of Pulse.See plans

This page updates as Thomas J. Rooney files, a shared link always shows the current record, not a snapshot.

Hear about the next filing the day it lands

A filing is only useful in the days after it appears, exactly when nobody is watching the disclosure sites. Follow Thomas J. Rooney in Pulse and you get an email as soon as their next report is parsed: the trades in it, both dates, and how long they sat on it.

See plans All members and how the ranking works

Entries are at the first open AFTER the disclosure date, the earliest any copier could act. The member's own entry was up to 45 days earlier. Disclosed amounts are bands, not sizes. Conviction sizing reads only where a band RANKS against the member's own earlier filings (a bigger-than-usual one takes a bigger slice of your portfolio, up to the ceiling you chose), so the run follows how hard they went in relative to themselves, never the dollars they actually committed or what those dollars were to them. Option purchases are copied as the underlying shares. A filing discloses no strike and no expiry, so an option cannot be mirrored; buying the stock is the closest a reader could get. It is 1.6% of all disclosed buys, but for some members it is a quarter to a half of everything they file, so their figure describes copying the filing rather than what the position itself did. Dividends are treated as reinvested (adjusted closes). Fees and taxes are not modeled. Positions are sized from equity at the time of each entry, so gains compound into later position sizes and only part of the account is in the member's positions at any time, the rest tracking the S&P 500. Read the drawdown next to the exposure figures: a portfolio holding only part of its equity in those positions shows a small whole-portfolio drawdown even when its holdings fell hard. Absolute returns are model outputs, not achievable returns. Past disclosures are no promise of future filings: members stop trading, leave office, or file late in batches.