Dean Phillips

Estimated public-equity portfolio performance

As of Sep 15, 2026. 164 parsed trades. Ranks use three-year return.

Current holdings

Last reported holdings valued Dec 31, 2023. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.

All trades

0 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

No accepted public-equity trades are available yet.

All disclosures

57 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.