William L. Owens portrait
House

William L. Owens

—

Transactions
63
Total transactions associated with this filer
Disclosed purchases
18
$278.0K – $870.0K
Average modeled return
+191.8%
7 of 18 purchases modeled
Average vs. S&P 500
-181.7%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

7 most recent modeled purchases. The summary and table include all modeled purchases.

MARKET ANALYSIS

Modeled purchase performance · Since purchase

7 of 18 disclosed purchases have modeled returns for this period. 11 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
NFLX
NETFLIX INC
Jul 9, 2014Nov 6, 2026+902.0%+357.3%+544.6%
BAC
BANK OF AMERICA CORP /DE/
Jan 21, 2014Nov 6, 2026+274.7%+394.0%-119.3%
NVS
NOVARTIS AG
Jul 15, 2014Nov 6, 2026+209.9%+357.1%-147.1%
HSBC
HSBC HOLDINGS PLC
Jan 2, 2014Nov 6, 2026+228.4%+397.4%-169.0%
BNEFF
Bonterra Energy Corp. Ordinary Shares (BNEFF)
Jul 9, 2014Nov 6, 2026-89.8%+357.3%-447.1%
BNEFF
Bonterra Energy Corp. Ordinary Shares (BNEFF)
Jul 9, 2014Nov 6, 2026-89.8%+357.3%-447.1%
GRPN
Groupon Common Stock
Jan 21, 2014Nov 6, 2026-92.9%+394.0%-486.9%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 3 · 63 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
NBTB
NBT BANCORP INC
Dec 2, 2014sale$100.0K – $250.0KFiling ↗
ONVO
Organovo Holdings, Inc. (ONVO)
Nov 6, 2014purchase$1.0K – $15.0KFiling ↗
T
AT&T INC.
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
NVS
NOVARTIS AG
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
PEP
PEPSICO INC
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
JNJ
JOHNSON & JOHNSON
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
DUK
Duke Energy CORP
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
BNEFF
Bonterra Energy Corp. Ordinary Shares (BNEFF)
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
JLL
JONES LANG LASALLE INC
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
UFI
Unifi, Inc. New (UFI)
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
SPGYF
Whitecap Resources, Inc. Common shares (SPGYF)
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
SO
SOUTHERN CO
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
TWC
F IlINg s TaTus : New sP Time Warner Cable Inc
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
INTC
INTEL CORP
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
BNS
BANK OF NOVA SCOTIA
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
HBAYF
Hudsons Bay Co Common Shares (HBAYF)
Sep 8, 2014purchase$15.0K – $50.0KFiling ↗
BAC
BANK OF AMERICA CORP /DE/
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
BMO
BANK OF MONTREAL /CAN/
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
HBAYF
Hudsons Bay Co Common Shares (HBAYF)
Sep 8, 2014purchase$1.0K – $15.0KFiling ↗
VZ
VERIZON COMMUNICATIONS INC
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
SGEN
Seagen Inc.
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
FUR
Winthrop Realty Trust New (FUR)
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
XON
Intrexon Corporation
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
SYY
SYSCO CORP
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
MO
ALTRIA GROUP, INC.
Sep 8, 2014sale$1.0K – $15.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
No annual disclosure is currently associated with this filer.
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians