MW
Mark Warner
Portfolio Range
$1.0K–$15K
# Trades
22
# Tickers
15
Latest Filing
May 01 '26
Monthly Trade Value · Last 12 Months
BUYS SALES
Portfolio Structure (Estimated)
WFC15.4%
FITB15.4%
ACN7.7%
TEAM7.7%
TOST7.7%
MSFT7.7%
BX7.7%
CEG7.7%
RKT7.7%
HSY7.7%
AAPL7.7%
Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.
All Disclosed Trades · 22 total
| Ticker | Asset | Type | Transaction | Amount Range | Est. Return | Owner | Trade Date | PTR Filing |
|---|---|---|---|---|---|---|---|---|
| ACN | Accenture PLC (2) | Stock | Buy | $1.0K–$15K | -8.5% | Joint | Apr 13 '26 | May 01 '26 |
| TEAM | Atlassian Corp PLC | Stock | Buy | $1.0K–$15K | +143.2% | Joint | Apr 13 '26 | May 01 '26 |
| TOST | TOAST INC | Stock | Buy | $1.0K–$15K | +27.0% | Joint | Apr 13 '26 | May 01 '26 |
| MSFT | Microsoft Corp | Stock | Buy | $1.0K–$15K | +30.1% | Self | Apr 13 '26 | May 01 '26 |
| BX | Blackstone Group Inc | Stock | Buy | $1.0K–$15K | +12.6% | Joint | Apr 13 '26 | May 01 '26 |
| CEG | CONSTELLATION ENE CORP | Stock | Buy | $1.0K–$15K | -7.5% | Joint | Apr 13 '26 | May 01 '26 |
| WFC | Wells Fargo & Co | Stock | Buy | $1.0K–$15K | +0.7% | Joint | Apr 13 '26 | May 01 '26 |
| WFC | Wells Fargo & Co | Stock | Buy | $1.0K–$15K | +0.7% | Self | Apr 13 '26 | May 01 '26 |
| RKT | Rocket Cos Inc | Stock | Buy | $1.0K–$15K | -10.4% | Joint | Apr 13 '26 | May 01 '26 |
| HSY | The Hershey Co | Stock | Buy | $1.0K–$15K | -12.7% | Joint | Apr 08 '26 | May 01 '26 |
| AMGN | Amgen Inc | Stock | Sale | $1.0K–$15K | +20.9% | Joint | Apr 07 '26 | May 01 '26 |
| AMGN | Amgen Inc | Stock | Sale | $1.0K–$15K | +20.9% | Self | Apr 07 '26 | May 01 '26 |
| AMGN | Amgen Inc | Stock | Sale | $1.0K–$15K | +20.0% | Joint | Apr 06 '26 | May 01 '26 |
| LNG | Cheniere Energy Inc | Stock | Sale | $1.0K–$15K | -8.8% | Joint | Mar 20 '26 | May 01 '26 |
| LNG | Cheniere Energy Inc | Stock | Sale | $1.0K–$15K | -8.8% | Self | Mar 20 '26 | May 01 '26 |
| AAPL | Apple Inc | Stock | Buy | $1.0K–$15K | +26.3% | Joint | Mar 20 '26 | May 01 '26 |
| FITB | Fifth Third Bancorp | Stock | Buy | $1.0K–$15K | +29.2% | Joint | Mar 20 '26 | May 01 '26 |
| HON | Honeywell International Inc | Stock | Sale | $1.0K–$15K | +11.2% | Joint | Mar 20 '26 | May 01 '26 |
| FITB | Fifth Third Bancorp | Stock | Buy | $1.0K–$15K | +29.2% | Self | Mar 20 '26 | May 01 '26 |
| ROAD | Construction Partners, Inc. - Common Stock | Stock | Sale | $250.0K–$500K | +252.8% | Self | Aug 08 '23 | Sep 11 '23 |
| ROAD | Construction Partners, Inc. - Common Stock | Stock | Sale | $100.0K–$250K | +356.3% | Self | Jan 31 '22 | Feb 17 '22 |
| ROAD | Construction Partners, Inc. - Common Stock | Stock | Sale | $50.0K–$100K | +244.6% | Self | Oct 14 '21 | Nov 16 '21 |