Public research preview

Richard Dean Dr McCormick, Representative disclosure: Baron Asset Fund Inst Shs (BARIX)

Disclosed a buy transaction in Baron Asset Fund Inst Shs (BARIX). Use this page to inspect source evidence, confidence scores, filing delay, and post-disclosure price movement before deciding whether to research the signal further.

Copy Window
Probably too late
17/100
Signal Quality
46/100
Data quality
83%
High quality

This public page is for public-disclosure research only. It is not investment advice and does not place orders. Verify the official source before relying on any signal.

Evidence passport

Official-source context and parser confidence before any simulation or alert decision.

Source
House STOCK Act disclosures
Published
17 Sept 2025, 00:00
Parser confidence
94%
Instrument mapping
95%
Filing delay
917 days

Timeline

Transaction date

15 Mar 2023

Public disclosure

17 Sept 2025

Now

Tracked today

Filing delay: 917 days

Price movement

Complete coverage

Provider
Yahoo Finance daily close
Fetched
10 Jul 2026

Most of the move happened before this disclosure became public: the stock peaked +37.8% above the transaction-date close and has since retraced -5.1% from that peak. Buying now is a pullback entry on the disclosed position, not a fresh breakout.

Stock path

BARIX from pre-transaction context through latest close.

Bought

15 Mar 2023 · 68.526 USD · Not public yet

System decision

Would not buyThe strategy's filters reject this signal. Failed filters: Ordinary stock · Filed within 30 days.

Not public yetWould not buy66.388.6111USDDate15 Mar17 Sept9 JulOfficial disclosure17 SeptBoughtDisclosureLatest
  • Not public yet
  • Would not buy
Observed transaction close
68.526
Observed disclosure close
89.62
Observed latest close
102.25
Pre-disclosure move
+30.8%
Post-disclosure move
+14.1%
Market-adjusted move
-1.4%
Pre-disclosure peak run-up
+37.8%
Retrace from peak
-5.1%

Why Copy Window is Probably too late

Supporting factors

  • Parsed buy disclosure for ordinary shares from House STOCK Act disclosures.
  • Reported amount is $1,001 - $15,000.
  • Post-disclosure move is calculated from Yahoo Finance daily close daily closes.

Cautions

  • Yahoo Finance daily close coverage is end-of-day and should be verified against the official price source.
  • Review the original source document before making any investment decision.

Source document

House STOCK Act disclosures, published 17 Sept 2025, 00:00

View source
Parser confidence
94%
Instrument mapping
95%
FieldExtracted value
roleRepresentative
sidebuy
value1001
sourcehouse_stock_act
tickerBARIX
chamberHouse
currencyUSD
assetTypefund
sourceUrlhttps://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030699.pdf
personNameRichard Dean Dr McCormick
amountRange$1,001 - $15,000
companyNameBaron Asset Fund Inst Shs (BARIX)
publishedAt2025-09-17T00:00:00.000Z
rawDocumentIdraw-us-house-20030699-7
disclosureDate2025-09-17
transactionDate2023-03-15
transactionTypeP