William F HagertySenate

U.S. Senator · TN · R · 2021-01 → 2026-01

Chamber
Senate
Party
R
State
TN
Trades
50 (19 buys · 28 sells)
Estimated volume
$17.1M
Late filings
8% (4 of 50)
Median filing lag
21 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
$6K
from $8K cost
Estimated gain
-$2K
Down 23%
Versus the S&P 500
-$9K
SPY would hold $15K
Positions
1
from 1 buys
#PositionSinceCost basisValue todayGainShare of portfolio
1
BAThe Boeing Company
2021-06-08$8K$6K-23%100%

Trades that mattered most

100% of their result against the S&P 500 comes from 1 BA buys.

#StockAssetBoughtHeldSizeReturnvs SPYSource
1BA
The Boeing Company
Asset owned by Roundstone Ventures LLC
2021-06-085.3y$1K-15K-23%-106%

Returns by stock

Each stock's return since they bought it, next to the S&P 500 over the same days.

#StockTradesBuys / sellsBeat S&P 500Stock returnS&P 500
1BA11/00 of 1-23%+83%
2AHL-C10/1———
3EQC10/1———
4DDOG30/3———
5BKEPP10/1———
6LMND20/2———
7TACO20/2———
8PNFP10/1———
9ENVA10/1———
10CCEP10/1———
11BKEP10/1———
12NS10/1———
13CLDT10/1———
14SBNY10/1———
15RNR20/2———

Trades by month

Disclosed buys and sells, by the month they were made. Tap or hover for the stocks.

BuysSells

All trades

50 of 50

—Hall Ward Energy Fund II, LP Company: Hall Ward Energy Fund II, LP  (Oklahoma City, OK) Description: Limited Partnership with the purpose of investing in non-operating working interests in oil and gas wells.
2026-01-29 → 2026-03-02 · 32d
—Contour Venture Partners V, LP Company: Contour Venture Partners V, LP  (Princeton, NJ) Description: Limited partnership for the purpose of making early stage equity investments.
2026-01-23 → 2026-02-23 · 31d
—Equitrans Midstream Corp (Exchanged) Eqt Corp (Received)
While no immediate PTR required, provided to clearly denote basis for the renamed asset on the 2024 annual report that was previously named ETRN.
2024-07-22 → 2025-08-11 · 385d late
AHL-CAspen Insurance Holdings Ltd
Asset sold by Roundstone Ventures LLC
2025-01-02 → 2025-01-22 · 20d
EQCEquity Commonwealth
Asset sold by Roundstone Ventures LLC.
2024-12-13 → 2024-12-30 · 17d
—CareBridge Company: RSV QOZB LTSS, Inc.  (Nashville, TN) Description: Healthcare services technology and business.
Asset sold by DC 4.
2024-12-10 → 2024-12-30 · 20d
—BDKeysight Technologies Bond Rate/Coupon: 4.55% Matures: 10/30/2024
Bond Matured 10/30/2024. Asset held in Roundstone Ventures LLC
2024-10-30 → 2024-11-25 · 26d
—Crestwood Equity Partners LP (Exchanged) Energy Transfer LP (Received)
While no immediate PTR required, provided to clearly denote basis for the renamed asset on the 2023 annual report that was previously named CEQP.
2023-11-06 → 2024-08-13 · 281d late
William F Hagerty
Senate · R · TN
Sell$1K-15K
+63.7% vs SPY
DDOGDatadog, Inc. - Class A Common Stock
Asset held by Roundstone Ventures LLC.
2023-12-27 → 2024-01-10 · 14d
—445 Park Commons Company: 445 Park Commons  (Nashville, TN) Description: Underlying commercial real estate asset owned by NSHD MSE Block C Joint Venture, LLC in Nashville, TN.
2023-10-02 → 2023-10-18 · 16d
—NSHD MSE Block C Joint Venture, LLC Company: NSHD MSE Block C Joint Venture, LLC  (Nashville, TN) Description: LLC interest for the purpose of investing in commercial real estate.
Asset held by Roundstone Ventures, LLC.
2023-10-02 → 2023-10-18 · 16d
TACODel Taco Restaurants, Inc. - Common Stock
Asset held by Roundstone Ventures LLC
2022-03-09 → 2023-08-14 · 523d late
BKEPPBlueknight Energy Partners L.P. - Series A Preferr
Asset sold by Roundstone Ventures LLC
2022-08-19 → 2022-09-02 · 14d
SBNYSignature Bank - Common Stock
Asset sold in DC 3 Trust
2021-12-28 → 2022-07-20 · 204d late
—HC D Hill Partners, LP Company: HC D Hill Partners, LP  (Wilmington, DE) Description: Limited Partnership for the purpose of acquiring, developing and selling commercial real estate
Asset held by Dependent Child 4 Trust
2022-06-15 → 2022-07-13 · 28d
—HC D Hill Partners, LP Company: HC D Hill Partners, LP  (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate
Asset held by Dependent Child 2 Trust
2022-06-15 → 2022-07-13 · 28d
—HC D Hill Partners, LP Company: HC D Hill Partners, LP  (Wilmington, DE) Description: Limited Partnership for the purpose of acquiring, developing and selling commercial real estate.
Asset held by Dependent Child 1 Trust
2022-06-15 → 2022-07-13 · 28d
William F Hagerty
Senate · R · TN
Sell·p$1K-15K
+30.9% vs SPY
LMNDLemonade, Inc. Common Stock
Asset held by Roundstone Ventures LLC.
2022-05-06 → 2022-05-16 · 10d
—CareBridge Company: RSV QOZB LTSS, Inc.  (Nashville, TN) Description: Health care services technology company
Asset held by Dependent Child 4 through interest in Liberty Partners, LLC
2022-04-22 → 2022-05-16 · 24d
—CareBridge Company: RSV QOZB LTSS, Inc.  (Nashville, TN) Description: Health care services technology business
Asset held by Dependent Child 3 through interest in Liberty Partners, LLC
2022-04-22 → 2022-05-16 · 24d
TACODel Taco Restaurants, Inc. - Common Stock
Asset held by Roundstone Ventures LLC
2022-03-09 → 2022-04-13 · 35d
—Nashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC  (Nashville, TN) Description: Holds sports and entertainment interests.
Asset held by Dependent Child 4 through interest in Liberty Partners, LLC
2022-02-28 → 2022-03-29 · 29d
—Nashville Soccer Holdings, LLC Company: Nashville Soccer Holdings, LLC  (Nashville, Tennessee) Description: Holds sports and entertainment interests.
Asset held by Dependent Child 1 through interest in Liberty Partners, LLC
2022-02-28 → 2022-03-29 · 29d
—Liberty Partners, LLC Company: Liberty Partners, LLC  (Nashville, TN) Description: LLC for the purpose of holding sports and entertainment interests
Asset held by Dependent Child 4
2022-02-28 → 2022-03-29 · 29d
PNFPPinnacle Financial Partners, Inc. - Common Stock
Asset held by Roundstone Ventures, LLC.
2021-12-29 → 2022-01-10 · 12d
William F Hagerty
Senate · R · TN
Sell$15K-50K
+268.9% vs SPY
ENVAEnova International, Inc. Common Stock
Asset held by Roundstone Ventures, LLC.
2021-12-29 → 2022-01-10 · 12d
William F Hagerty
Senate · R · TN
Sell$50K-100K
+17.6% vs SPY
CCEPCoca-Cola Europacific Partners plc - Ordinary Shar
Asset held by Roundstone Ventures, LLC.
2021-12-29 → 2022-01-10 · 12d
BKEPBlueknight Energy Partners L.P., L.L.C. - Common U
Asset held by Roundstone Ventures, LLC.
2021-12-29 → 2022-01-10 · 12d
NSNustar Energy L.P. Common Units
Asset held by Roundstone Ventures, LLC.
2021-12-29 → 2022-01-10 · 12d
CLDTChatham Lodging Trust (REIT) Common Shares of Bene
Asset held by Roundstone Ventures, LLC.
2021-12-29 → 2022-01-10 · 12d
William F Hagerty
Senate · R · TN
Sell$15K-50K
-4.6% vs SPY
DDOGDatadog, Inc. - Class A Common Stock
Asset held by Roundstone Ventures, LLC.
2021-12-28 → 2022-01-10 · 13d
William F Hagerty
Senate · R · TN
Sell·p$250K-500K
+28.6% vs SPY
RNRRenaissanceRe Holdings Ltd. Common Stock
Asset held by William F. Hagerty IV.
2021-12-28 → 2022-01-10 · 13d
William F Hagerty
Senate · R · TN
Sell$100K-250K
-28.6% vs SPY
RHPRyman Hospitality Properties, Inc.
Asset held by Roundstone Ventures, LLC.
2021-12-23 → 2022-01-10 · 18d
William F Hagerty
Senate · R · TN
Sell·p$250K-500K
+30.4% vs SPY
RNRRenaissanceRe Holdings Ltd. Common Stock
Asset held by Roundstone Ventures, LLC.
2021-12-23 → 2022-01-10 · 18d
William F Hagerty
Senate · R · TN
Sell·p$15K-50K
-28.6% vs SPY
RHPRyman Hospitality Properties, Inc.
Asset held by William F. Hagerty IV.
2021-12-23 → 2022-01-10 · 18d
VRMVroom, Inc. - Common Stock
Asset owned by Roundstone Ventures, LLC
2021-12-16 → 2021-12-22 · 6d
CTAABDQwest Corporation 7% Notes due 2056 Rate/Coupon: 6.75 Matures: 12/01/2021
Asset owned by Roundstone Ventures, LLC.
2021-12-01 → 2021-12-22 · 21d
William F Hagerty
Senate · R · TN
Sell·p$1.0M-5M
-18.8% vs SPY
DDOGDatadog, Inc. - Class A Common Stock
Asset held in Roundstone Ventures, LLC
2021-11-08 → 2021-11-23 · 15d
William F Hagerty
Senate · R · TN
Buy$1K-15K
-106.3% vs SPY
BAThe Boeing Company
Asset owned by Roundstone Ventures LLC
2021-06-08 → 2021-07-08 · 30d
—FLIR SYSTEMS INC. Registered Sh (Exchanged) Teledyne Technologies Incorporated (Received)
FLIR Systems Merger With Teledyne Asset Held in Roundstone Ventures, LLC
2021-05-17 → 2021-06-08 · 22d
William F Hagerty
Senate · R · TN
Sell·p$1K-15K
+211.7% vs SPY
NTRANatera, Inc.
Asset held by Roundstone Ventures, LLC
2021-04-20 → 2021-05-04 · 14d
QRTEPQurate Retail, Inc.
Asset held by Roundstone Ventures, LLC
2021-03-26 → 2021-04-08 · 13d
—HC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP  (Wilmington, DE) Description: Limited Partnership for the purpose of acquiring, developing and selling commercial real estate
Asset held by Christine B. Hagerty Irrevocable Trust
2021-01-11 → 2021-02-24 · 44d
—HC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP  (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate
Asset held by William F. Hagerty V Irrevocable Trust
2021-01-11 → 2021-02-24 · 44d
—HC 17th and Grand Partners, LP Company: HC 17th and Grand Partners, LP  (Wilmington, DE) Description: Limited Partnership for purpose of acquiring, developing and selling commercial real estate
Asset held by Roundstone Ventures, LLC
2021-01-11 → 2021-02-24 · 44d
CTAAQwest Corp. NT 7% 2056
2021-02-16 → 2021-02-19 · 3d
VRMVroom, Inc.
2021-01-26 → 2021-02-19 · 24d
William F Hagerty
Senate · R · TN
Sell·p$15K-50K
-200.4% vs SPY
EDITEditas Medicine, Inc.
2021-01-19 → 2021-02-19 · 31d
William F Hagerty
Senate · R · TN
Sell·p$1K-15K
-173.7% vs SPY
LMNDLemonade, Inc.
2021-01-08 → 2021-02-19 · 42d
VRMVroom, Inc.
2021-01-08 → 2021-02-19 · 42d