WH
house, TN
William F. Hagerty, IV
R29
Total Trades
3
Purchases
26
Sales
$4,690,000
Est. Net Sold
-56.9%
Buys Since Purchase
Purchase Performance vs. SPY
Purchases
-56.89%
$48,500 → $20,907
Same $ in SPY
+91.60%
$48,500 → $92,928
vs. SPY
-148.49%
purchases minus benchmark
Wins / Losses
0 / 3
3 priced purchases
Purchases vs. the same dollars in SPY
Each purchase buys its disclosed-range midpoint at the close on the purchase date (or the strike for exercised options); the SPY line buys the same dollars of SPY that day. Both lines are percent gain on dollars invested to date, Jan 8, 2021 to Sep 18, 2026.
Recent Trades
| Date | Asset | Owner | Type | Details | Amount Range | Filed | Since Buy | |
|---|---|---|---|---|---|---|---|---|
| Dec 13, 2024 |
EQC
Equity Commonwealth
|
Self | Sale Stock | — | $1K-$15K | Dec 30, 2024 | — | |
| Dec 27, 2023 |
DDOG
Datadog, Inc. - Class A Common Stock
|
Self | Sale Stock | — | $1K-$15K | Jan 10, 2024 | — | |
| Aug 19, 2022 |
BKEPP
Blueknight Energy Partners L.P. - Series A Preferr
|
Self | Sale Stock | — | $15K-$50K | Sep 02, 2022 | — | |
| May 06, 2022 |
LMND
Lemonade, Inc. Common Stock
|
Self | Sale (partial) Stock | — | $1K-$15K | May 16, 2022 | — | |
| Mar 09, 2022 |
TACO
Del Taco Restaurants, Inc. - Common Stock
|
Self | Sale Stock | — | $15K-$50K | Aug 14, 2023 | — | |
| Mar 09, 2022 |
TACO
Del Taco Restaurants, Inc. - Common Stock
|
Self | Sale (partial) Stock | — | $15K-$50K | Apr 13, 2022 | — | |
| Dec 29, 2021 |
CLDT
Chatham Lodging Trust (REIT) Common Shares of Bene
|
Self | Sale Stock | — | $1K-$15K | Jan 10, 2022 | — | |
| Dec 29, 2021 |
NS
Nustar Energy L.P. Common Units
|
Self | Sale Stock | — | $50K-$100K | Jan 10, 2022 | — | |
| Dec 29, 2021 |
BKEP
Blueknight Energy Partners L.P., L.L.C. - Common U
|
Self | Sale Stock | — | $15K-$50K | Jan 10, 2022 | — | |
| Dec 29, 2021 |
ENVA
Enova International, Inc. Common Stock
|
Self | Sale Stock | — | $15K-$50K | Jan 10, 2022 | — | |
| Dec 29, 2021 |
PNFP
Pinnacle Financial Partners, Inc. - Common Stock
|
Self | Sale (partial) Stock | — | $100K-$250K | Jan 10, 2022 | — | |
| Dec 29, 2021 |
CCEP
Coca-Cola Europacific Partners plc - Ordinary Shar
|
Self | Sale Stock | — | $50K-$100K | Jan 10, 2022 | — | |
| Dec 28, 2021 |
RNR
RenaissanceRe Holdings Ltd. Common Stock
|
Self | Sale (partial) Stock | — | $250K-$500K | Jan 10, 2022 | — | |
| Dec 28, 2021 |
SBNY
Signature Bank - Common Stock
|
Dependent | Sale Stock | — | $15K-$50K | Jul 20, 2022 | — | |
| Dec 28, 2021 |
SBNY
Signature Bank - Common Stock
|
Dependent | Sale Stock | — | $15K-$50K | Jul 20, 2022 | — | |
| Dec 28, 2021 |
SBNY
Signature Bank - Common Stock
|
Dependent | Sale Stock | — | $15K-$50K | Jul 20, 2022 | — | |
| Dec 28, 2021 |
DDOG
Datadog, Inc. - Class A Common Stock
|
Self | Sale Stock | — | $15K-$50K | Jan 10, 2022 | — | |
| Dec 23, 2021 |
RHP
Ryman Hospitality Properties, Inc. (REIT)
|
Self | Sale (partial) Stock | — | $15K-$50K | Jan 10, 2022 | — | |
| Dec 23, 2021 |
RNR
RenaissanceRe Holdings Ltd. Common Stock
|
Self | Sale (partial) Stock | — | $250K-$500K | Jan 10, 2022 | — | |
| Dec 23, 2021 |
RHP
Ryman Hospitality Properties, Inc. (REIT)
|
Self | Sale Stock | — | $100K-$250K | Jan 10, 2022 | — |
"Since Buy" is the stock's move from the close on the reported purchase date (or the strike, for exercised options) to the latest close, refreshed nightly. Option purchases are scored on the underlying stock's move as if shares had been bought that day. Sales are not scored. Hover a detail cell to read the filing's own description of the transaction.
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