JC
John C InglisExec
Level II Office of the National Cyber Director ยท 2021-07 โ 2021-10
- Chamber
- Executive branch
- Agency
- Office of the National Cyber Director
- Party
- โ
- State
- โ
- Trades
- 39 (17 buys ยท 22 sells)
- Estimated volume
- $23.2M
- Late filings
- 0% (0 of 39)
- Median filing lag
- 19 days
Estimated portfolio
Their disclosed buys at today's prices, assuming nothing was sold. Trades are disclosed as ranges, so we use the midpoint.
Headlines
- Portfolio value
- $1.0M
- from $875K cost
- Estimated gain
- +$155K
- Up 18%
- Versus the S&P 500
- -$456K
- SPY would hold $1.5M
- Positions
- 5
- from 5 buys
| # | Position | Since | Cost basis | Value today | Gain | Share of portfolio |
|---|---|---|---|---|---|---|
| 1 | MUBiShares National Muni Bond ETF | 2021-10-22 | $375K | $328K | -13% | 32% |
| 2 | MTUMiShares Edge MSCI USA Momentum Factor ETF | 2021-10-22 | $175K | $302K | +73% | 29% |
| 3 | DVYiShares Select Dividend ETF | 2021-10-22 | $175K | $223K | +27% | 22% |
| 4 | VLUEiShares Edge MSCI USA Value Factor ETF | 2021-10-22 | $75K | $144K | +92% | 14% |
| 5 | IWFiShares Russell 1000 Growth ETF | 2021-10-22 | $75K | $33K | -56% | 3% |
Trades that mattered most
62% of their result against the S&P 500 comes from 1 MUB buys.
| # | Stock | Asset | Bought | Held | Size | Return | vs SPY | Source |
|---|---|---|---|---|---|---|---|---|
| 1 | MUB | iShares National Muni Bond ETF | 2021-10-22 | 5.0y | $250K-500K | -13% | -82% | |
| 2 | IWF | iShares Russell 1000 Growth ETF | 2021-10-22 | 5.0y | $50K-100K | -56% | -126% | |
| 3 | DVY | iShares Select Dividend ETF | 2021-10-22 | 5.0y | $100K-250K | +27% | -43% | |
| 4 | VLUE | iShares Edge MSCI USA Value Factor ETF | 2021-10-22 | 5.0y | $50K-100K | +92% | +22% | |
| 5 | MTUM | iShares Edge MSCI USA Momentum Factor ETF | 2021-10-22 | 5.0y | $100K-250K | +73% | +3% |
Returns by stock
Each stock's return since they bought it, next to the S&P 500 over the same days.
| # | Stock | Trades | Buys / sells | Beat S&P 500 | Stock return | S&P 500 |
|---|---|---|---|---|---|---|
| 1 | MUB | 1 | 1/0 | 0 of 1 | -13% | +70% |
| 2 | IWF | 1 | 1/0 | 0 of 1 | -56% | +70% |
| 3 | DVY | 1 | 1/0 | 0 of 1 | +27% | +70% |
| 4 | VLUE | 1 | 1/0 | 1 of 1 | +92% | +70% |
| 5 | MTUM | 1 | 1/0 | 1 of 1 | +73% | +70% |
| 6 | SWYEX | 1 | 1/0 | โ | โ | โ |
| 7 | SHM | 1 | 1/0 | โ | โ | โ |
| 8 | DFAT | 1 | 1/0 | โ | โ | โ |
| 9 | QUAL | 1 | 1/0 | โ | โ | โ |
| 10 | IQLT | 1 | 1/0 | โ | โ | โ |
| 11 | IMTM | 1 | 1/0 | โ | โ | โ |
| 12 | VYMI | 1 | 1/0 | โ | โ | โ |
| 13 | DFUSX | 1 | 1/0 | โ | โ | โ |
| 14 | VMLUX | 1 | 1/0 | โ | โ | โ |
| 15 | VWIUX | 1 | 1/0 | โ | โ | โ |
Trades by month
Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.
BuysSells
All trades
39 of 39
SWYEXSchwab Target 2030 Index Fund
SHMSPDRNuveen Bloomberg Barclays Short TermMunicipal Bond ETF
DFATdimensional U S Targeted Value ETF
JC
John C Inglis
Level II Office of the National Cyber Director
Buy$250K-500K
-82.5% vs SPY
MUBiShares National Muni Bond ETF
JC
John C Inglis
Level II Office of the National Cyber Director
Buy$100K-250K
-42.5% vs SPY
DVYiShares Select Dividend ETF
JC
John C Inglis
Level II Office of the National Cyber Director
Buy$50K-100K
-126.1% vs SPY
IWFiShares Russell 1000 Growth ETF
JC
John C Inglis
Level II Office of the National Cyber Director
Buy$100K-250K
+3.0% vs SPY
MTUMiShares Edge MSCI USA Momentum Factor ETF
JC
John C Inglis
Level II Office of the National Cyber Director
Buy$50K-100K
+22.1% vs SPY
VLUEiShares Edge MSCI USA Value Factor ETF
QUALISHARES MSCI USA QLTY FACT ETF IV
IQLTiShares Edge MSCI Intl Quality Factor ETF
IMTMiShares Edge MSCI Intl Momentum Factor ETF
VYMIVanguard International High Dividend Yield IndexFund ETF Shares
DFUSXUS Large Company Portfolio Institutional ClassShares
VMLUXVanguard Limited-Term Tax-Exempt Fund AdmiralShares
VWIUXVanguard Intermediate-Term Tax-Exempt FundAdmiral Shares
SWRSXSchwab Treasury Inflation Protected SecuritiesIndex Fund
SWRSXSchwab Treasury Inflation Protected SecuritiesIndex Fund
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$100K-250K
-61.2% vs SPY
FDXFedEx Corp. (FDX) See Endnote
โPaladin Cyber Investors LP
โPaladin Cyber Investors II LP (and Carried Interest)
โPaladin Cyber Investors III Carried Interest
โVequrity (dba Range Force)
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$1.0M-5M
-69.1% vs SPY
FDXFedEx Corp. (FDX) See Endnote
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$1.0M-5M
-69.1% vs SPY
FDXFedEx Corp. (FDX) See Endnote
HAWKHawkeye 360
โSecuronix Shares
โSecuronix
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$50K-100K
+53.3% vs SPY
AAPLApple, Inc.
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$15K-50K
+43.9% vs SPY
WMTWalmart, Inc.
USAGXUSAA Precious Metals & Minerals Fund Fund ClassShares
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$1K-15K
-151.6% vs SPY
UAAUnder Armour, Inc.
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$15K-50K
-92.6% vs SPY
VZVerizon Communications, Inc.
โBlackpoint Cyber Options
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$1K-15K
-68.0% vs SPY
DUKDuke Energy Corp.
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$50K-100K
-61.2% vs SPY
TAT&T Stock
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$1K-15K
+12.4% vs SPY
PMPhillip Morris Stock
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$1K-15K
-57.4% vs SPY
ENBEnbridge Stock
JC
John C Inglis
Level II Office of the National Cyber Director
Sell$1K-15K
-149.2% vs SPY
UAUnder Armour, Inc.
VGENXVanguard Energy Fund Investor Shares
| Asset | Source | ||||||||
|---|---|---|---|---|---|---|---|---|---|
JC John C Inglis Level II Office of the National Cyber Director | Schwab Target 2030 Index Fund | Buy | $500K-1M | 2021-10-25 | 2021-12-07 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | SPDRNuveen Bloomberg Barclays Short TermMunicipal Bond ETF | Buy | $100K-250K | 2021-10-22 | 2021-12-07 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | dimensional U S Targeted Value ETF | Buy | $100K-250K | 2021-10-22 | 2021-12-07 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | iShares National Muni Bond ETF | Buy | $250K-500K | 2021-10-22 | 2021-12-07 | โ | -82.5% | ||
JC John C Inglis Level II Office of the National Cyber Director | iShares Select Dividend ETF | Buy | $100K-250K | 2021-10-22 | 2021-12-07 | โ | -42.5% | ||
JC John C Inglis Level II Office of the National Cyber Director | iShares Russell 1000 Growth ETF | Buy | $50K-100K | 2021-10-22 | 2021-12-07 | โ | -126.1% | ||
JC John C Inglis Level II Office of the National Cyber Director | iShares Edge MSCI USA Momentum Factor ETF | Buy | $100K-250K | 2021-10-22 | 2021-12-07 | โ | +3.0% | ||
JC John C Inglis Level II Office of the National Cyber Director | iShares Edge MSCI USA Value Factor ETF | Buy | $50K-100K | 2021-10-22 | 2021-12-07 | โ | +22.1% | ||
JC John C Inglis Level II Office of the National Cyber Director | ISHARES MSCI USA QLTY FACT ETF IV | Buy | $100K-250K | 2021-10-22 | 2021-12-07 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | iShares Edge MSCI Intl Quality Factor ETF | Buy | $50K-100K | 2021-10-22 | 2021-12-07 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | iShares Edge MSCI Intl Momentum Factor ETF | Buy | $50K-100K | 2021-10-22 | 2021-12-07 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | Vanguard International High Dividend Yield IndexFund ETF Shares | Buy | $100K-250K | 2021-10-22 | 2021-12-07 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | US Large Company Portfolio Institutional ClassShares | Buy | $100K-250K | 2021-10-22 | 2021-12-07 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | Vanguard Limited-Term Tax-Exempt Fund AdmiralShares | Buy | $250K-500K | 2021-10-22 | 2021-12-07 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | Vanguard Intermediate-Term Tax-Exempt FundAdmiral Shares | Buy | $250K-500K | 2021-10-22 | 2021-12-07 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | Schwab Treasury Inflation Protected SecuritiesIndex Fund | Buy | $1.0M-5M | 2021-10-13 | 2021-11-23 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | Schwab Treasury Inflation Protected SecuritiesIndex Fund | Buy | $1.0M-5M | 2021-10-05 | 2021-10-19 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | FedEx Corp. (FDX) See Endnote | Sell | $100K-250K | 2021-08-31 | 2021-09-14 | 14d | -61.2% | ||
JC John C Inglis Level II Office of the National Cyber Director | โ | Paladin Cyber Investors LP | Sell | $500K-1M | 2021-08-27 | 2021-09-14 | 18d | โ | |
JC John C Inglis Level II Office of the National Cyber Director | โ | Paladin Cyber Investors II LP (and Carried Interest) | Sell | $15K-50K | 2021-08-26 | 2021-09-14 | 19d | โ | |
JC John C Inglis Level II Office of the National Cyber Director | โ | Paladin Cyber Investors III Carried Interest | Sell | $100K-250K | 2021-08-26 | 2021-09-14 | 19d | โ | |
JC John C Inglis Level II Office of the National Cyber Director | โ | Vequrity (dba Range Force) | Sell | $15K-50K | 2021-08-19 | 2021-09-14 | โ | โ | |
JC John C Inglis Level II Office of the National Cyber Director | FedEx Corp. (FDX) See Endnote | Sell | $1.0M-5M | 2021-08-16 | 2021-09-14 | 29d | -69.1% | ||
JC John C Inglis Level II Office of the National Cyber Director | FedEx Corp. (FDX) See Endnote | Sell | $1.0M-5M | 2021-08-16 | 2021-09-14 | 29d | -69.1% | ||
JC John C Inglis Level II Office of the National Cyber Director | Hawkeye 360 | Sell | $1K-15K | 2021-08-10 | 2021-09-14 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | โ | Securonix Shares | Sell | $1.0M-5M | 2021-08-05 | 2021-09-14 | โ | โ | |
JC John C Inglis Level II Office of the National Cyber Director | โ | Securonix | Sell | $1.0M-5M | 2021-08-05 | 2021-09-14 | โ | โ | |
JC John C Inglis Level II Office of the National Cyber Director | Apple, Inc. | Sell | $50K-100K | 2021-07-30 | 2021-09-14 | โ | +53.3% | ||
JC John C Inglis Level II Office of the National Cyber Director | Walmart, Inc. | Sell | $15K-50K | 2021-07-30 | 2021-09-14 | โ | +43.9% | ||
JC John C Inglis Level II Office of the National Cyber Director | USAA Precious Metals & Minerals Fund Fund ClassShares | Sell | $15K-50K | 2021-07-30 | 2021-09-14 | โ | โ | ||
JC John C Inglis Level II Office of the National Cyber Director | Under Armour, Inc. | Sell | $1K-15K | 2021-07-29 | 2021-09-14 | โ | -151.6% | ||
JC John C Inglis Level II Office of the National Cyber Director | Verizon Communications, Inc. | Sell | $15K-50K | 2021-07-29 | 2021-09-14 | โ | -92.6% | ||
JC John C Inglis Level II Office of the National Cyber Director | โ | Blackpoint Cyber Options | Sell | $250K-500K | 2021-07-27 | 2021-09-14 | โ | โ | |
JC John C Inglis Level II Office of the National Cyber Director | Duke Energy Corp. | Sell | $1K-15K | 2021-07-27 | 2021-09-14 | โ | -68.0% | ||
JC John C Inglis Level II Office of the National Cyber Director | AT&T Stock | Sell | $50K-100K | 2021-07-27 | 2021-09-14 | โ | -61.2% | ||
JC John C Inglis Level II Office of the National Cyber Director | Phillip Morris Stock | Sell | $1K-15K | 2021-07-27 | 2021-09-14 | โ | +12.4% | ||
JC John C Inglis Level II Office of the National Cyber Director | Enbridge Stock | Sell | $1K-15K | 2021-07-27 | 2021-09-14 | โ | -57.4% | ||
JC John C Inglis Level II Office of the National Cyber Director | Under Armour, Inc. | Sell | $1K-15K | 2021-07-27 | 2021-09-14 | โ | -149.2% | ||
JC John C Inglis Level II Office of the National Cyber Director | Vanguard Energy Fund Investor Shares | Sell | $1K-15K | 2021-07-26 | 2021-09-14 | โ | โ |