William F Hagerty, IV
Trades
9
2 buy / 7 sell
Buy Win Rate
100%
1 buy trade scored
Avg. Buy Return
+48.5%
Based on 3 buys
vs S&P 500
-13.3%
Same holding periods
Trading Performance
Based on 1 buy scored - low sample, interpret with caution
Avg. Buy Return+48.5%
S&P 500 (same periods)+61.8%
Alpha vs S&P 500-13.3%
Buy Win Rate100%
Sell Timing50%
Buy / Sell Trades2 / 4
Buy/Sell Ratio0.5x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
9 trades disclosed
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.
Type:
Buy
Date
Jan 29, 2026
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.
Type:
Buy
Date
Jan 23, 2026
EQT
Equitrans Midstream Corp (Exchanged) Eqt Corp (Received)
Type:
Exchange
Date
Jul 22, 2024
AHL
Aspen Insurance Holdings Ltd [Ahl/Pc]
Type:
Sell
Date
Jan 2, 2025
CareBridge Company: RSV QOZB LTSS, Inc. (Nashville, TN) Description: Healthcare services technology and business.
Type:
Sell
Date
Dec 10, 2024
EQC
Equity Commonwealth
Type:
Sell
Date
Dec 13, 2024
Keysight TechnologiesBond
Type:
Sell
Date
Oct 30, 2024
Crestwood Equity Partners LP (Exchanged) Energy Transfer LP (Received)
Type:
Exchange
Date
Nov 6, 2023
DDOG
Datadog, Inc. - Class A Common Stock
Type:
Sell
Date
Dec 27, 2023
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer