Alan S. Lowenthal: stock trades

Democrat, Representative for CA's 47th district. Value ranges as filed, never exact figures.

Activity

Top sectors

Trades in companies we cover, by the company’s sector. Green is purchases, red is sales.

Industrials28% of trades 262 trades: 96 purchases, 166 sales
Technology15% of trades 138 trades: 49 purchases, 89 sales
Consumer Discretionary13% of trades 117 trades: 52 purchases, 65 sales
Financials12% of trades 112 trades: 51 purchases, 61 sales
Health Care11% of trades 107 trades: 51 purchases, 56 sales
Communication Services7% of trades 68 trades: 26 purchases, 42 sales

Would copying Alan S. Lowenthal’s trades have beaten the S&P 500?

Copying Alan S. Lowenthal’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on January 15, 2015 into $36,463 by November 2, 2026, against $46,131 in the S&P 500: +11.6% a year against +13.9%, with a beta of 0.96. Selling each purchase after 6 months instead would have made +15.6% a year. Six months after each report, the average share purchase was +7.6% against the S&P 500 (median +3.1%), and 60% beat it, suggestive, but not enough to rule out luck. Measured from the trade date instead, the member’s own timing, the average was +10.0%. Reports arrived a median of 10 days after the trade. 2 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

Copying Alan S. LowenthalS&P 500, buy and hold $10,000 copying Alan S. Lowenthal’s disclosed holdings from January 15, 2015, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.

Alan S. Lowenthal: trades against the S&P 500 afterwards
Measured	Trades counted	Average vs S&P 500	Median	Went the right way	t-statistic	Evidence
Purchases, 3 months after the report	275	+2.4%	+3.5%	62%	2.83	Some evidence: ahead
Purchases, 6 months after the report	275	+7.6%	+3.1%	60%	2.70	Some evidence: ahead
Purchases, 3 months after the trade	275	+2.5%	+2.2%	57%	2.50	No reliable evidence
Purchases, 6 months after the trade	275	+10.0%	+4.6%	64%	2.87	Strong evidence: ahead
Sales, 6 months after the report	355	+7.1%	−1.7%	54%	2.77	No reliable evidence

Return a year, copying: +11.6%
S&P 500, same dates: +13.9%
Yearly swing (S&P 500): 18% (17%)
Sharpe ratio (S&P 500): 0.58 (0.71)
Biggest drop (S&P 500): −34% (−34%)
Market sensitivity (beta): 0.96

“Average vs S&P 500” is the stock’s return including dividends minus the index’s over the same dates. For sales, a negative figure means the stock lagged after it was sold, so selling was the right call (green). “Went the right way” is the share of purchases that beat the index, or of sales that trailed it. The t-statistic treats each trade as a separate bet; the Evidence label is stricter and uses one average per month of reports, because trades bunch together. Trades in companies we cover only. The averages count share trades; the copy portfolio also counts call options as the stock and sizes positions by the middle of each band filed. No trading costs or taxes. These are the stocks’ moves after each trade: they say nothing about why Alan S. Lowenthal traded and do not suggest the use of non-public information. How every member compares.

Stocks traded

Every company we cover that appears in the reports. “Since first purchase” is the stock’s move from the close on the member’s first disclosed purchase to the latest close, against the S&P 500; it is not the member’s return.

Alan S. Lowenthal: companies traded

RUNSunrun Inc.	21$12,749–$166,738	88$43,623–$463,593	Aug 20, 2018	Jan 14, 2022	▼ 40.6%−238.7 pts vs S&P
ADSKAutodesk, Inc.	7$21,007–$140,000	23$17,870–$213,856	May 3, 2017	Mar 3, 2022	▲ 176.3%−89.3 pts vs S&P
KTOSKratos Defense & Security Solutions, Inc.	15$8,095–$78,090	13$6,964–$76,959	Sep 3, 2020	May 14, 2021	▲ 106.1%−30.9 pts vs S&P
OLEDUniversal Display Corp \pa\	9$5,940–$75,935	17$9,923–$121,915	May 14, 2018	Oct 20, 2020	▼ 3.0%−216.4 pts vs S&P
DKNGDraftkings Inc.	2$2,002–$30,000	21$11,334–$123,326	Jan 21, 2020	Jan 19, 2021	▲ 57.7%−92.0 pts vs S&P
FISFidelity National Information Services	14$10,007–$108,000	9$34,678–$160,672	Mar 18, 2016	Jun 3, 2021	▼ 21.6%−357.0 pts vs S&P
SPCEVirgin Galactic Holdings, Inc	2$1,420–$15,419	19$10,652–$122,644	Feb 10, 2020	May 11, 2021	▼ 99.3%−262.7 pts vs S&P
SRESempra	9$20,277–$111,272	12$21,987–$126,981	Apr 27, 2018	Jun 4, 2020	▲ 101.8%−119.1 pts vs S&P
BSXBoston Scientific	8$34,783–$132,779	12$11,085–$151,075	Dec 14, 2017	Oct 24, 2022	▲ 73.0%−151.9 pts vs S&P
EFXEquifax	10$7,601–$91,595	10$20,413–$111,408	Feb 27, 2018	Nov 20, 2018	▲ 82.7%−130.3 pts vs S&P
TMUST-Mobile US	10$21,673–$126,667	10$8,045–$120,037	Apr 19, 2016	Nov 4, 2022	▲ 322.7%−1.2 pts vs S&P
ECLEcolab	8$7,159–$91,153	9$6,979–$76,974	Oct 29, 2019	Nov 3, 2022	▲ 70.8%−103.3 pts vs S&P
APDAir Products	6$33,489–$131,485	10$51,310–$226,302	Jul 20, 2017	Mar 9, 2020	▲ 171.2%−79.9 pts vs S&P
CHTRCharter Communications	5$19,005–$110,000	11$9,357–$121,349	May 25, 2016	Feb 20, 2019	▼ 48.8%−373.9 pts vs S&P
SCIService Corp International	5$5,005–$75,000	10$7,502–$105,495	Feb 13, 2019	Sep 27, 2022	▲ 43.6%−68.1 pts vs S&P
METAMeta Platforms	5$3,732–$31,730	9$7,254–$91,248	Apr 15, 2015	Feb 23, 2021	—
TJXTJX Companies	8$5,969–$47,966	5$18,348–$95,344	May 26, 2020	Nov 4, 2022	▲ 177.1%+2.2 pts vs S&P
BXBlackstone Inc.	9$6,573–$48,570	3$17,003–$80,000	Apr 16, 2020	Nov 14, 2022	—
CSCOCisco	4$17,331–$80,328	7$19,407–$110,402	Jun 13, 2016	Feb 21, 2020	▲ 380.3%+53.5 pts vs S&P
UNHUnitedHealth Group	4$18,004–$95,000	7$34,147–$146,142	Mar 30, 2015	Apr 16, 2019	—
WYWeyerhaeuser	5$3,958–$45,955	6$4,833–$60,829	Apr 11, 2019	May 23, 2019	▲ 4.5%−186.6 pts vs S&P
AMZNAmazon	7$21,007–$140,000	3$3,003–$45,000	Oct 29, 2019	Jun 7, 2022	▲ 178.7%+4.6 pts vs S&P
BABoeing	5$18,705–$95,701	5$4,055–$46,052	Mar 4, 2014	Jun 15, 2022	▼ 49.5%−219.9 pts vs S&P
DOVDover Corporation	4$3,095–$31,093	6$3,671–$31,669	May 8, 2018	Feb 13, 2019	▲ 223.9%+3.4 pts vs S&P
GMGeneral Motors	6$19,188–$82,185	4$32,004–$130,000	Nov 23, 2020	Aug 23, 2021	▲ 109.6%−18.5 pts vs S&P
AAPLApple Inc.	2$2,002–$30,000	7$6,028–$62,024	Nov 9, 2016	Sep 3, 2020	▲ 1227.4%+920.4 pts vs S&P
ADBEAdobe Inc.	4$17,901–$80,898	5$19,005–$110,000	Jun 1, 2015	Dec 15, 2021	—
BMRNBiomarin Pharmaceutical Inc	5$4,907–$60,903	4$2,725–$30,723	Jan 17, 2018	Aug 15, 2019	▼ 35.9%−243.1 pts vs S&P
BRK.BBerkshire Hathaway	3$17,003–$80,000	6$20,003–$110,998	Jun 29, 2016	Mar 16, 2020	▲ 291.3%−37.0 pts vs S&P
COLDAmericold Realty Trust	5$18,095–$95,091	4$18,004–$95,000	Dec 11, 2019	Mar 15, 2021	▼ 45.8%−210.2 pts vs S&P
CRMSalesforce	4$18,004–$95,000	5$4,629–$60,625	Jun 4, 2020	Dec 8, 2022	▲ 34.5%−129.7 pts vs S&P
GOOGLAlphabet Inc. (Class A)	2$2,002–$30,000	7$21,007–$140,000	Jan 14, 2016	Jan 14, 2022	▲ 307.7%+143.3 pts vs S&P
JPMJPMorgan Chase	4$17,107–$80,104	5$32,917–$130,913	May 5, 2014	May 17, 2022	—
QGENQiagen N.V.	6$4,309–$60,305	3$16,739–$65,737	Feb 28, 2017	Oct 8, 2019	▲ 79.3%−191.0 pts vs S&P
UBERUber	8$6,044–$62,040	1$1,001–$15,000	Jul 22, 2020	Jun 29, 2022	▲ 104.3%−46.2 pts vs S&P
VRSKVerisk Analytics, Inc.	6$34,006–$160,000	3$17,003–$80,000	May 2, 2014	Jun 17, 2022	—
ADIAnalog Devices	2$1,603–$15,602	6$3,574–$45,571	Dec 4, 2017	Aug 14, 2018	▲ 469.7%+242.9 pts vs S&P
BLKBlackRock	1$1,001–$15,000	7$20,426–$125,420	Jan 2, 2018	Sep 17, 2021	▲ 235.3%+33.7 pts vs S&P
ICEIntercontinental Exchange	3$3,003–$45,000	5$18,560–$95,556	Mar 9, 2016	May 6, 2022	▲ 329.8%−18.7 pts vs S&P
ORCLOracle Corporation	3$31,003–$115,000	5$18,515–$81,512	Jan 22, 2015	Mar 1, 2018	—
VSTVistra Corp.	4$2,781–$30,779	4$2,679–$30,677	Mar 12, 2019	Aug 15, 2019	▲ 510.8%+309.2 pts vs S&P
WCNWaste Connections, Inc.	8$6,169–$76,164	0	Dec 10, 2019	Mar 16, 2020	▲ 118.9%−46.2 pts vs S&P
ZTSZoetis	4$32,004–$130,000	4$18,004–$95,000	Oct 7, 2015	Aug 26, 2022	—
CICigna	3$2,769–$30,767	4$3,366–$31,364	Dec 14, 2018	Mar 5, 2019	▲ 59.9%−165.6 pts vs S&P
DECKDeckers Brands	6$20,006–$125,000	1$15,001–$50,000	Jul 30, 2021	Mar 7, 2022	▲ 24.1%−59.8 pts vs S&P
MSFTMicrosoft Corporation	4$17,110–$80,107	3$2,362–$30,360	Jun 21, 2016	Sep 20, 2019	▲ 1022.6%+698.0 pts vs S&P
SPGIS&P Global	6$20,006–$125,000	1$1,001–$15,000	Jun 3, 2021	Jul 19, 2022	▲ 37.6%−55.6 pts vs S&P
WEXWEX Inc.	1$1,001–$15,000	6$4,736–$46,733	Oct 4, 2017	Jul 23, 2018	▲ 64.1%−176.9 pts vs S&P
BABAAlibaba Group Holding Ltd	3$16,794–$65,792	3$16,671–$65,669	Aug 6, 2020	Dec 28, 2020	—
BKNGBooking Holdings	3$17,003–$80,000	3$17,003–$80,000	Aug 23, 2021	Dec 15, 2021	▲ 84.1%+3.7 pts vs S&P
GSGoldman Sachs	3$3,003–$45,000	3$17,003–$80,000	Jan 25, 2016	Apr 15, 2019	▲ 640.4%+263.8 pts vs S&P
HDThe Home Depot	3$2,688–$30,686	3$17,003–$80,000	Dec 31, 2018	Jan 21, 2022	▲ 140.9%−96.3 pts vs S&P
IFFInternational Flavors & Fragrances	1$15,001–$50,000	5$19,005–$110,000	Jan 27, 2021	Apr 7, 2022	▼ 0.9%−117.8 pts vs S&P
NEENextEra Energy	4$17,227–$66,225	2$16,002–$65,000	Mar 12, 2015	Jul 21, 2020	▲ 109.1%−150.3 pts vs S&P
NTNXNutanix, Inc.	2$1,380–$15,379	4$2,288–$30,286	Mar 21, 2019	May 29, 2019	▲ 50.5%−144.2 pts vs S&P
SBUXStarbucks	3$3,003–$45,000	3$17,003–$80,000	Jul 21, 2016	Jan 8, 2018	▲ 125.6%−183.6 pts vs S&P
AMTAmerican Tower	0	5$18,323–$95,319	Mar 12, 2015	Feb 25, 2022	—
CCKCrown Holdings, Inc.	3$3,003–$45,000	2$16,001–$51,000	Mar 4, 2022	Oct 21, 2022	▲ 4.5%−80.9 pts vs S&P
COSTCostco	2$16,002–$65,000	3$17,003–$80,000	Apr 20, 2015	Jun 16, 2017	—
GDGeneral Dynamics	2$16,002–$65,000	3$31,003–$115,000	Nov 22, 2016	May 4, 2018	▲ 172.5%−126.8 pts vs S&P

The 60 most traded of 125 companies.

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Showing the latest 300 of 941 trades; every trade is in the reports below. Click a column heading to sort.

Alan S. Lowenthal: trades in companies we cover
					Report
CRMSalesforce	Sale (full)$1,001 - $15,000 · Spouse	Dec 21, 2022	Dec 8, 2022	▲ 77.1%−22.8 pts vs S&P	Filing for CRM on Dec 8, 2022
CRMSalesforce	Sale (full)$1,001 - $15,000 · Joint	Dec 21, 2022	Dec 8, 2022	▲ 77.1%−22.8 pts vs S&P	Filing for CRM on Dec 8, 2022
BXBlackstone Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Nov 23, 2022	Nov 14, 2022	—	Filing for BX on Nov 14, 2022
BXBlackstone Inc.	Sale (partial)$1,001 - $15,000 · Joint	Nov 23, 2022	Nov 14, 2022	—	Filing for BX on Nov 14, 2022
TJXTJX Companies	Sale (full)$15,001 - $50,000 · Spouse	Nov 23, 2022	Nov 4, 2022	▲ 109.2%−1.2 pts vs S&P	Filing for TJX on Nov 4, 2022
TMUST-Mobile US	Sale (partial)$1,001 - $15,000 · Spouse	Nov 23, 2022	Nov 4, 2022	▲ 13.2%−97.3 pts vs S&P	Filing for TMUS on Nov 4, 2022
TJXTJX Companies	Sale (full)$1,001 - $15,000 · Joint	Nov 23, 2022	Nov 4, 2022	▲ 109.2%−1.2 pts vs S&P	Filing for TJX on Nov 4, 2022
ECLEcolab	Sale (full)$1,001 - $15,000 · Spouse	Nov 12, 2022	Nov 3, 2022	▲ 145.3%+31.8 pts vs S&P	Filing for ECL on Nov 3, 2022
TMUST-Mobile US	Sale (partial)$1,001 - $15,000 · Spouse	Nov 12, 2022	Nov 3, 2022	▲ 13.7%−99.8 pts vs S&P	Filing for TMUS on Nov 3, 2022
ECLEcolab	Sale (full)$1,001 - $15,000 · Joint	Nov 12, 2022	Nov 3, 2022	▲ 145.3%+31.8 pts vs S&P	Filing for ECL on Nov 3, 2022
TMUST-Mobile US	Sale (partial)$1,001 - $15,000 · Joint	Nov 12, 2022	Nov 3, 2022	▲ 13.7%−99.8 pts vs S&P	Filing for TMUS on Nov 3, 2022
BSXBoston Scientific	Sale (full)$1,001 - $15,000 · Spouse	Nov 5, 2022	Oct 24, 2022	▲ 8.2%−100.9 pts vs S&P	Filing for BSX on Oct 24, 2022
BSXBoston Scientific	Sale (partial)$1,001 - $15,000 · Spouse	Oct 29, 2022	Oct 21, 2022	▲ 9.2%−102.4 pts vs S&P	Filing for BSX on Oct 21, 2022
CCKCrown Holdings, Inc.	Sale (full)$15,001 - $50,000 · Spouse	Oct 29, 2022	Oct 21, 2022	▲ 53.8%−57.8 pts vs S&P	Filing for CCK on Oct 21, 2022
BSXBoston Scientific	Sale (partial)$1,001 - $15,000 · Joint	Oct 29, 2022	Oct 21, 2022	▲ 9.2%−102.4 pts vs S&P	Filing for BSX on Oct 21, 2022
CCKCrown Holdings, Inc.	Sale (full)$999.64 · Joint	Oct 29, 2022	Oct 21, 2022	▲ 53.8%−57.8 pts vs S&P	Filing for CCK on Oct 21, 2022
SCIService Corp International	Purchase$1,001 - $15,000 · Spouse	Oct 14, 2022	Sep 27, 2022	▲ 45.2%−72.8 pts vs S&P	Filing for SCI on Sep 27, 2022
SCIService Corp International	Purchase$1,001 - $15,000 · Spouse	Oct 1, 2022	Sep 26, 2022	▲ 43.4%−74.0 pts vs S&P	Filing for SCI on Sep 26, 2022
SCIService Corp International	Purchase$1,001 - $15,000 · Spouse	Oct 8, 2022	Sep 23, 2022	▲ 43.2%−72.1 pts vs S&P	Filing for SCI on Sep 23, 2022
SCIService Corp International	Purchase$1,001 - $15,000 · Joint	Oct 1, 2022	Sep 23, 2022	▲ 43.2%−72.1 pts vs S&P	Filing for SCI on Sep 23, 2022
CRMSalesforce	Purchase$1,001 - $15,000 · Joint	Oct 1, 2022	Sep 22, 2022	▲ 53.5%−58.2 pts vs S&P	Filing for CRM on Sep 22, 2022
SCIService Corp International	Purchase$1,001 - $15,000 · Joint	Oct 1, 2022	Sep 22, 2022	▲ 43.6%−68.1 pts vs S&P	Filing for SCI on Sep 22, 2022
ZTSZoetis	Purchase$15,001 - $50,000 · Spouse	Sep 3, 2022	Aug 26, 2022	▼ 45.0%−141.2 pts vs S&P	Filing for ZTS on Aug 26, 2022
CCKCrown Holdings, Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 3, 2022	Aug 10, 2022	▲ 33.4%−56.0 pts vs S&P	Filing for CCK on Aug 10, 2022
MDTMedtronic	Sale (partial)$1,001 - $15,000 · Spouse	Aug 7, 2022	Jul 29, 2022	▲ 23.4%−69.6 pts vs S&P	Filing for MDT on Jul 29, 2022
MDTMedtronic	Sale (partial)$1,001 - $15,000 · Spouse	Aug 4, 2022	Jul 28, 2022	▲ 22.2%−73.7 pts vs S&P	Filing for MDT on Jul 28, 2022
ECLEcolab	Purchase$1,001 - $15,000 · Spouse	Jul 25, 2022	Jul 20, 2022	▲ 102.8%+1.3 pts vs S&P	Filing for ECL on Jul 20, 2022
ECLEcolab	Purchase$1,001 - $15,000 · Spouse	Jul 25, 2022	Jul 19, 2022	▲ 104.9%+2.1 pts vs S&P	Filing for ECL on Jul 19, 2022
SPGIS&P Global	Purchase$1,001 - $15,000 · Joint	Jul 25, 2022	Jul 19, 2022	▲ 45.8%−56.9 pts vs S&P	Filing for SPGI on Jul 19, 2022
UBERUber	Sale (full)$1,001 - $15,000 · Spouse	Jul 6, 2022	Jun 29, 2022	▲ 210.7%+101.6 pts vs S&P	Filing for UBER on Jun 29, 2022
VRSKVerisk Analytics, Inc.	Purchase$1,001 - $15,000 · Spouse	Jun 19, 2022	Jun 17, 2022	▲ 28.3%−89.1 pts vs S&P	Filing for VRSK on Jun 17, 2022
VRSKVerisk Analytics, Inc.	Purchase$1,001 - $15,000 · Spouse	Jun 19, 2022	Jun 16, 2022	▲ 31.0%−86.9 pts vs S&P	Filing for VRSK on Jun 16, 2022
BABoeing	Purchase$1,001 - $15,000	Jun 19, 2022	Jun 15, 2022	▲ 31.2%−79.5 pts vs S&P	Filing for BA on Jun 15, 2022
BABoeing	Purchase$1,001 - $15,000 · Spouse	Jun 19, 2022	Jun 15, 2022	▲ 31.2%−79.5 pts vs S&P	Filing for BA on Jun 15, 2022
AMZNAmazon	Purchase$1,001 - $15,000 · Spouse	Jun 19, 2022	Jun 7, 2022	▲ 99.7%+7.5 pts vs S&P	Filing for AMZN on Jun 7, 2022
SPGIS&P Global	Sale (partial)$1,001 - $15,000	Jun 19, 2022	Jun 1, 2022	▲ 56.9%−38.2 pts vs S&P	Filing for SPGI on Jun 1, 2022
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Spouse	May 22, 2022	May 17, 2022	▲ 211.4%+115.7 pts vs S&P	Filing for JPM on May 17, 2022
TMUST-Mobile US	Purchase$1,001 - $15,000 · Spouse	May 22, 2022	May 17, 2022	▲ 31.0%−64.7 pts vs S&P	Filing for TMUS on May 17, 2022
ICEIntercontinental Exchange	Sale (full)$15,001 - $50,000 · Spouse	May 21, 2022	May 6, 2022	▲ 83.4%−10.8 pts vs S&P	Filing for ICE on May 6, 2022
ICEIntercontinental Exchange	Sale (partial)$1,001 - $15,000 · Spouse	May 21, 2022	May 5, 2022	▲ 80.1%−13.0 pts vs S&P	Filing for ICE on May 5, 2022
IFFInternational Flavors & Fragrances	Sale (full)$1,001 - $15,000 · Spouse	Apr 16, 2022	Apr 7, 2022	▼ 15.2%−93.2 pts vs S&P	Filing for IFF on Apr 7, 2022
IFFInternational Flavors & Fragrances	Sale (partial)$1,001 - $15,000 · Joint	Apr 12, 2022	Apr 6, 2022	▼ 14.9%−93.8 pts vs S&P	Filing for IFF on Apr 6, 2022
IFFInternational Flavors & Fragrances	Sale (partial)$15,001 - $50,000 · Spouse	Apr 12, 2022	Apr 6, 2022	▼ 14.9%−93.8 pts vs S&P	Filing for IFF on Apr 6, 2022
NVDANVIDIA Corporation	Sale (partial)$1,001 - $15,000 · Spouse	Apr 12, 2022	Apr 6, 2022	▲ 731.3%+652.4 pts vs S&P	Filing for NVDA on Apr 6, 2022
TJXTJX Companies	Sale (partial)$1,001 - $15,000 · Spouse	Apr 12, 2022	Apr 6, 2022	▲ 148.6%+69.7 pts vs S&P	Filing for TJX on Apr 6, 2022
IFFInternational Flavors & Fragrances	Sale (partial)$1,001 - $15,000 · Spouse	Apr 12, 2022	Apr 5, 2022	▼ 17.4%−94.6 pts vs S&P	Filing for IFF on Apr 5, 2022
IFFInternational Flavors & Fragrances	Sale (partial)$1,001 - $15,000 · Spouse	Apr 10, 2022	Apr 4, 2022	▼ 18.4%−93.2 pts vs S&P	Filing for IFF on Apr 4, 2022
JBIJanus International Group, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 10, 2022	Mar 25, 2022	▼ 45.6%−122.1 pts vs S&P	Filing for JBI on Mar 25, 2022
JBIJanus International Group, Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Apr 10, 2022	Mar 24, 2022	▼ 46.3%−123.6 pts vs S&P	Filing for JBI on Mar 24, 2022
JBIJanus International Group, Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Mar 26, 2022	Mar 16, 2022	▼ 47.5%−131.4 pts vs S&P	Filing for JBI on Mar 16, 2022
CCKCrown Holdings, Inc.	Purchase$1,001 - $15,000 · Spouse	Mar 22, 2022	Mar 7, 2022	▲ 5.9%−85.1 pts vs S&P	Filing for CCK on Mar 7, 2022
DECKDeckers Brands	Sale (full)$15,001 - $50,000 · Spouse	Mar 22, 2022	Mar 7, 2022	▲ 117.2%+26.2 pts vs S&P	Filing for DECK on Mar 7, 2022
CCKCrown Holdings, Inc.	Purchase$1,001 - $15,000 · Spouse	Mar 22, 2022	Mar 4, 2022	▲ 4.5%−80.9 pts vs S&P	Filing for CCK on Mar 4, 2022
ADSKAutodesk, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Mar 4, 2022	Mar 3, 2022	▲ 22.8%−61.1 pts vs S&P	Filing for ADSK on Mar 3, 2022
AMTAmerican Tower	Sale (partial)$1,001 - $15,000 · Spouse	Mar 4, 2022	Feb 25, 2022	▼ 5.7%−88.7 pts vs S&P	Filing for AMT on Feb 25, 2022
ADSKAutodesk, Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Mar 4, 2022	Feb 24, 2022	▲ 18.2%−68.9 pts vs S&P	Filing for ADSK on Feb 24, 2022
SPGIS&P Global	Purchase$1,001 - $15,000 · Spouse	Feb 18, 2022	Feb 9, 2022	▲ 28.2%−46.9 pts vs S&P	Filing for SPGI on Feb 9, 2022
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Joint	Jan 30, 2022	Jan 21, 2022	▲ 10.5%−72.5 pts vs S&P	Filing for HD on Jan 21, 2022
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Spouse	Jan 30, 2022	Jan 21, 2022	▲ 10.5%−72.5 pts vs S&P	Filing for HD on Jan 21, 2022
HDThe Home Depot	Sale (full)$15,001 - $50,000 · Spouse	Jan 29, 2022	Jan 21, 2022	▲ 10.5%−72.5 pts vs S&P	Filing for HD on Jan 21, 2022
GOOGLAlphabet Inc. (Class A)	Sale (partial)$15,001 - $50,000 · Spouse	Jan 27, 2022	Jan 14, 2022	▲ 101.9%+29.5 pts vs S&P	Filing for GOOGL on Jan 14, 2022
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Joint	Jan 27, 2022	Jan 14, 2022	▲ 101.9%+29.5 pts vs S&P	Filing for GOOGL on Jan 14, 2022
RUNSunrun Inc.	Purchase$1,001 - $15,000 · Joint	Jan 27, 2022	Jan 14, 2022	▼ 74.1%−146.5 pts vs S&P	Filing for RUN on Jan 14, 2022
JBIJanus International Group, Inc.	Purchase$1,001 - $15,000 · Spouse	Jan 21, 2022	Jan 7, 2022	▼ 59.3%−131.2 pts vs S&P	Filing for JBI on Jan 7, 2022
TMUST-Mobile US	Purchase$1,001 - $15,000 · Joint	Jan 21, 2022	Dec 27, 2021	▲ 42.0%−25.9 pts vs S&P	Filing for TMUS on Dec 27, 2021
UBERUber	Purchase$1,001 - $15,000 · Spouse	Jan 21, 2022	Dec 27, 2021	▲ 55.3%−12.6 pts vs S&P	Filing for UBER on Dec 27, 2021
JBIJanus International Group, Inc.	Purchase$1,001 - $15,000 · Spouse	Jan 6, 2022	Dec 20, 2021	▼ 57.8%−134.0 pts vs S&P	Filing for JBI on Dec 20, 2021
ADBEAdobe Inc.	Sale (full)$1,001 - $15,000 · Joint	Dec 25, 2021	Dec 15, 2021	▼ 60.1%−131.0 pts vs S&P	Filing for ADBE on Dec 15, 2021
BKNGBooking Holdings	Sale (full)$1,001 - $15,000 · Joint	Dec 25, 2021	Dec 15, 2021	▲ 84.7%+13.8 pts vs S&P	Filing for BKNG on Dec 15, 2021
ADBEAdobe Inc.	Sale (full)$1,001 - $15,000 · Spouse	Dec 25, 2021	Dec 15, 2021	▼ 60.1%−131.0 pts vs S&P	Filing for ADBE on Dec 15, 2021
BKNGBooking Holdings	Sale (full)$15,001 - $50,000 · Spouse	Dec 25, 2021	Dec 15, 2021	▲ 84.7%+13.8 pts vs S&P	Filing for BKNG on Dec 15, 2021
BKNGBooking Holdings	Sale (full)$1,001 - $15,000 · Spouse	Dec 25, 2021	Dec 15, 2021	▲ 84.7%+13.8 pts vs S&P	Filing for BKNG on Dec 15, 2021
AZNAstrazeneca PLC	Sale (full)$1,001 - $15,000 · Spouse	Dec 14, 2021	Dec 1, 2021	—	Filing for AZN on Dec 1, 2021
LZLegalzoom.com, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 28, 2021	Nov 11, 2021	▼ 65.2%−138.6 pts vs S&P	Filing for LZ on Nov 11, 2021
SCIService Corp International	Sale (partial)$1,001 - $15,000 · Spouse	Nov 18, 2021	Nov 10, 2021	▲ 25.8%−47.6 pts vs S&P	Filing for SCI on Nov 10, 2021
SCIService Corp International	Sale (partial)$1,001 - $15,000 · Spouse	Nov 18, 2021	Nov 10, 2021	▲ 25.8%−47.6 pts vs S&P	Filing for SCI on Nov 10, 2021
SCIService Corp International	Sale (partial)$1,001 - $15,000 · Spouse	Nov 18, 2021	Nov 9, 2021	▲ 27.3%−44.7 pts vs S&P	Filing for SCI on Nov 9, 2021
SCIService Corp International	Sale (partial)$1,001 - $15,000 · Spouse	Nov 18, 2021	Nov 8, 2021	▲ 28.0%−43.5 pts vs S&P	Filing for SCI on Nov 8, 2021
DECKDeckers Brands	Purchase$15,001 - $50,000 · Spouse	Nov 15, 2021	Nov 4, 2021	▲ 22.6%−49.6 pts vs S&P	Filing for DECK on Nov 4, 2021
BXBlackstone Inc.	Sale (partial)$15,001 - $50,000 · Spouse	Nov 8, 2021	Oct 21, 2021	—	Filing for BX on Oct 21, 2021
ICEIntercontinental Exchange	Sale (partial)$1,001 - $15,000 · Spouse	Nov 8, 2021	Oct 21, 2021	▲ 42.0%−35.3 pts vs S&P	Filing for ICE on Oct 21, 2021
DECKDeckers Brands	Purchase$1,001 - $15,000 · Joint	Oct 16, 2021	Oct 6, 2021	▲ 40.2%−44.7 pts vs S&P	Filing for DECK on Oct 6, 2021
BLKBlackRock	Sale (partial)$1,001 - $15,000 · Spouse	Oct 4, 2021	Sep 17, 2021	▲ 50.3%−31.9 pts vs S&P	Filing for BLK on Sep 17, 2021
GMGeneral Motors	Sale (full)$15,001 - $50,000 · Spouse	Jun 24, 2022	Aug 23, 2021	▲ 94.8%+14.4 pts vs S&P	Filing for GM on Aug 23, 2021
BKNGBooking Holdings	Purchase$1,001 - $15,000 · Joint	Sep 14, 2021	Aug 23, 2021	▲ 84.1%+3.7 pts vs S&P	Filing for BKNG on Aug 23, 2021
GMGeneral Motors	Sale (full)$1,001 - $15,000 · Joint	Sep 14, 2021	Aug 23, 2021	▲ 94.8%+14.4 pts vs S&P	Filing for GM on Aug 23, 2021
BKNGBooking Holdings	Purchase$1,001 - $15,000 · Spouse	Sep 14, 2021	Aug 23, 2021	▲ 84.1%+3.7 pts vs S&P	Filing for BKNG on Aug 23, 2021
GMGeneral Motors	Sale (full)$1,001 - $15,000 · Spouse	Sep 14, 2021	Aug 23, 2021	▲ 94.8%+14.4 pts vs S&P	Filing for GM on Aug 23, 2021
BKNGBooking Holdings	Purchase$15,001 - $50,000 · Spouse	Sep 14, 2021	Aug 23, 2021	▲ 84.1%+3.7 pts vs S&P	Filing for BKNG on Aug 23, 2021
GMGeneral Motors	Sale (full)$15,001 - $50,000 · Spouse	Sep 14, 2021	Aug 23, 2021	▲ 94.8%+14.4 pts vs S&P	Filing for GM on Aug 23, 2021
LZLegalzoom.com, Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 30, 2021	Aug 16, 2021	▼ 79.7%−160.1 pts vs S&P	Filing for LZ on Aug 16, 2021
LZLegalzoom.com, Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 30, 2021	Aug 13, 2021	▼ 80.1%−161.0 pts vs S&P	Filing for LZ on Aug 13, 2021
BSXBoston Scientific	Sale (partial)$1,001 - $15,000 · Spouse	Aug 12, 2021	Aug 6, 2021	▼ 0.8%−83.2 pts vs S&P	Filing for BSX on Aug 6, 2021
DECKDeckers Brands	Purchase$1,001 - $15,000 · Spouse	Aug 12, 2021	Aug 5, 2021	▲ 17.2%−65.4 pts vs S&P	Filing for DECK on Aug 5, 2021
DECKDeckers Brands	Purchase$1,001 - $15,000 · Spouse	Aug 12, 2021	Aug 4, 2021	▲ 16.8%−66.9 pts vs S&P	Filing for DECK on Aug 4, 2021
BSXBoston Scientific	Sale (partial)$1,001 - $15,000 · Spouse	Aug 12, 2021	Aug 3, 2021	▼ 2.7%−85.5 pts vs S&P	Filing for BSX on Aug 3, 2021
BSXBoston Scientific	Sale (partial)$1,001 - $15,000 · Spouse	Aug 12, 2021	Aug 3, 2021	▼ 2.7%−85.5 pts vs S&P	Filing for BSX on Aug 3, 2021
BSXBoston Scientific	Sale (partial)$1,001 - $15,000 · Spouse	Aug 12, 2021	Aug 3, 2021	▼ 2.7%−85.5 pts vs S&P	Filing for BSX on Aug 3, 2021
BSXBoston Scientific	Sale (partial)$1,001 - $15,000 · Spouse	Aug 12, 2021	Aug 3, 2021	▼ 2.7%−85.5 pts vs S&P	Filing for BSX on Aug 3, 2021
DECKDeckers Brands	Purchase$1,001 - $15,000 · Spouse	Aug 12, 2021	Aug 2, 2021	▲ 20.1%−64.2 pts vs S&P	Filing for DECK on Aug 2, 2021
DECKDeckers Brands	Purchase$1,001 - $15,000 · Spouse	Aug 7, 2021	Jul 30, 2021	▲ 24.1%−59.8 pts vs S&P	Filing for DECK on Jul 30, 2021
UBERUber	Purchase$1,001 - $15,000 · Spouse	Jul 15, 2021	Jul 7, 2021	▲ 37.0%−48.6 pts vs S&P	Filing for UBER on Jul 7, 2021
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000 · Joint	Jul 15, 2021	Jul 6, 2021	▲ 86.3%−0.0 pts vs S&P	Filing for JNJ on Jul 6, 2021
COINCoinbase	Sale (full)$1,001 - $15,000 · Spouse	Jul 5, 2021	Jun 24, 2021	▼ 40.1%−129.8 pts vs S&P	Filing for COIN on Jun 24, 2021
SPGIS&P Global	Purchase$1,001 - $15,000 · Joint	Jun 13, 2021	Jun 4, 2021	▲ 36.5%−55.0 pts vs S&P	Filing for SPGI on Jun 4, 2021
SPGIS&P Global	Purchase$1,001 - $15,000 · Spouse	Jun 13, 2021	Jun 4, 2021	▲ 36.5%−55.0 pts vs S&P	Filing for SPGI on Jun 4, 2021
FISFidelity National Information Services	Sale (full)$1,001 - $15,000 · Joint	Jun 13, 2021	Jun 3, 2021	▼ 68.5%−161.8 pts vs S&P	Filing for FIS on Jun 3, 2021
SPGIS&P Global	Purchase$1,001 - $15,000 · Joint	Jun 13, 2021	Jun 3, 2021	▲ 37.6%−55.6 pts vs S&P	Filing for SPGI on Jun 3, 2021
FISFidelity National Information Services	Sale (full)$1,001 - $15,000 · Spouse	Jun 13, 2021	Jun 3, 2021	▼ 68.5%−161.8 pts vs S&P	Filing for FIS on Jun 3, 2021
FISFidelity National Information Services	Sale (full)$15,001 - $50,000 · Spouse	Jun 13, 2021	Jun 3, 2021	▼ 68.5%−161.8 pts vs S&P	Filing for FIS on Jun 3, 2021
SPGIS&P Global	Purchase$15,001 - $50,000 · Spouse	Jun 13, 2021	Jun 3, 2021	▲ 37.6%−55.6 pts vs S&P	Filing for SPGI on Jun 3, 2021
VRSKVerisk Analytics, Inc.	Purchase$1,001 - $15,000 · Joint	Jun 6, 2021	May 19, 2021	▲ 21.0%−76.0 pts vs S&P	Filing for VRSK on May 19, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$1,001 - $15,000 · Spouse	May 24, 2021	May 14, 2021	▲ 60.9%−33.4 pts vs S&P	Filing for KTOS on May 14, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$1,001 - $15,000 · Spouse	May 24, 2021	May 12, 2021	▲ 65.2%−34.4 pts vs S&P	Filing for KTOS on May 12, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$1,001 - $15,000 · Spouse	May 24, 2021	May 11, 2021	▲ 59.6%−35.8 pts vs S&P	Filing for KTOS on May 11, 2021
SPCEVirgin Galactic Holdings, Inc	Sale (full)$1,001 - $15,000 · Spouse	May 24, 2021	May 11, 2021	▼ 99.3%−194.7 pts vs S&P	Filing for SPCE on May 11, 2021
COINCoinbase	Purchase$1,001 - $15,000 · Spouse	Jul 6, 2021	Apr 14, 2021	▼ 58.0%−154.7 pts vs S&P	Filing for COIN on Apr 14, 2021
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Joint	Apr 4, 2021	Mar 23, 2021	▲ 1453.3%+1345.5 pts vs S&P	Filing for NVDA on Mar 23, 2021
ADBEAdobe Inc.	Purchase$898.16 · Joint	Mar 28, 2021	Mar 17, 2021	▼ 44.2%−148.6 pts vs S&P	Filing for ADBE on Mar 17, 2021
ADSKAutodesk, Inc.	Purchase$1,001 - $15,000 · Joint	Mar 28, 2021	Mar 17, 2021	▼ 5.5%−109.9 pts vs S&P	Filing for ADSK on Mar 17, 2021
COLDAmericold Realty Trust	Sale (full)$1,001 - $15,000 · Joint	Mar 23, 2021	Mar 15, 2021	▼ 50.4%−155.2 pts vs S&P	Filing for COLD on Mar 15, 2021
COLDAmericold Realty Trust	Sale (full)$1,001 - $15,000 · Spouse	Mar 23, 2021	Mar 15, 2021	▼ 50.4%−155.2 pts vs S&P	Filing for COLD on Mar 15, 2021
COLDAmericold Realty Trust	Sale (full)$15,001 - $50,000 · Spouse	Mar 23, 2021	Mar 15, 2021	▼ 50.4%−155.2 pts vs S&P	Filing for COLD on Mar 15, 2021
COLDAmericold Realty Trust	Sale (partial)$1,001 - $15,000 · Spouse	Mar 23, 2021	Mar 12, 2021	▼ 48.3%−154.4 pts vs S&P	Filing for COLD on Mar 12, 2021
ADBEAdobe Inc.	Purchase$1,001 - $15,000 · Spouse	Mar 23, 2021	Mar 11, 2021	▼ 44.3%−150.6 pts vs S&P	Filing for ADBE on Mar 11, 2021
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Spouse	Mar 23, 2021	Mar 11, 2021	▲ 1462.6%+1356.2 pts vs S&P	Filing for NVDA on Mar 11, 2021
ADSKAutodesk, Inc.	Purchase$15,001 - $50,000 · Spouse	Mar 17, 2021	Mar 10, 2021	▼ 2.2%−110.6 pts vs S&P	Filing for ADSK on Mar 10, 2021
ADSKAutodesk, Inc.	Purchase$1,001 - $15,000 · Spouse	Mar 17, 2021	Mar 10, 2021	▼ 2.2%−110.6 pts vs S&P	Filing for ADSK on Mar 10, 2021
DISThe Walt Disney Company	Sale (partial)$50,001 - $100,000 · Spouse	Jan 25, 2022	Mar 2, 2021	▼ 39.9%−149.9 pts vs S&P	Filing for DIS on Mar 2, 2021
VRSKVerisk Analytics, Inc.	Purchase$15,001 - $50,000 · Spouse	Mar 17, 2021	Feb 25, 2021	▲ 27.6%−84.7 pts vs S&P	Filing for VRSK on Feb 25, 2021
VRSKVerisk Analytics, Inc.	Purchase$1,001 - $15,000 · Spouse	Mar 17, 2021	Feb 25, 2021	▲ 27.6%−84.7 pts vs S&P	Filing for VRSK on Feb 25, 2021
METAMeta Platforms	Sale (full)$1,001 - $15,000 · Spouse	Mar 5, 2021	Feb 23, 2021	▲ 130.4%+20.9 pts vs S&P	Filing for META on Feb 23, 2021
AZNAstrazeneca PLC	Purchase$1,001 - $15,000 · Joint	Mar 5, 2021	Feb 22, 2021	—	Filing for AZN on Feb 22, 2021
AZNAstrazeneca PLC	Purchase$962.54 · Spouse	Mar 5, 2021	Feb 22, 2021	—	Filing for AZN on Feb 22, 2021
AZNAstrazeneca PLC	Purchase$15,001 - $50,000 · Spouse	Mar 5, 2021	Feb 22, 2021	—	Filing for AZN on Feb 22, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$90.00 · Joint	Feb 2, 2021	Feb 22, 2021date after report	—	Filing for KTOS on Feb 22, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Feb 21, 2021	Feb 8, 2021	▲ 32.4%−75.5 pts vs S&P	Filing for KTOS on Feb 8, 2021
IFFInternational Flavors & Fragrances	Exchange$1,001 - $15,000 · Spouse	Jun 24, 2022	Feb 4, 2021	—	Filing for IFF on Feb 4, 2021
IFFInternational Flavors & Fragrances	Exchange$1,001 - $15,000 · Joint	Jun 24, 2022	Feb 4, 2021	—	Filing for IFF on Feb 4, 2021
DDDuPont	Sale (full)$1,001 - $15,000 · Spouse	Mar 23, 2021	Feb 4, 2021	▲ 63.0%−47.3 pts vs S&P	Filing for DD on Feb 4, 2021
SPCEVirgin Galactic Holdings, Inc	Sale (full)$1,001 - $15,000 · Spouse	Feb 21, 2021	Feb 4, 2021	▼ 99.8%−210.0 pts vs S&P	Filing for SPCE on Feb 4, 2021
BSXBoston Scientific	Purchase$330.51 · Spouse	Feb 10, 2021	Feb 2, 2021	▲ 21.0%−91.8 pts vs S&P	Filing for BSX on Feb 2, 2021
BSXBoston Scientific	Purchase$624.29 · Joint	Feb 10, 2021	Feb 2, 2021	▲ 21.0%−91.8 pts vs S&P	Filing for BSX on Feb 2, 2021
BSXBoston Scientific	Purchase$1,001 - $15,000 · Spouse	Feb 10, 2021	Feb 2, 2021	▲ 21.0%−91.8 pts vs S&P	Filing for BSX on Feb 2, 2021
BSXBoston Scientific	Purchase$860.95 · Spouse	Feb 10, 2021	Feb 1, 2021	▲ 23.3%−92.5 pts vs S&P	Filing for BSX on Feb 1, 2021
BSXBoston Scientific	Purchase$1,001 - $15,000 · Joint	Feb 10, 2021	Feb 1, 2021	▲ 23.3%−92.5 pts vs S&P	Filing for BSX on Feb 1, 2021
BSXBoston Scientific	Purchase$15,001 - $50,000 · Spouse	Feb 10, 2021	Feb 1, 2021	▲ 23.3%−92.5 pts vs S&P	Filing for BSX on Feb 1, 2021
IFFInternational Flavors & Fragrances	Purchase$15,001 - $50,000 · Spouse	Feb 5, 2021	Jan 27, 2021	▼ 0.9%−117.8 pts vs S&P	Filing for IFF on Jan 27, 2021
SPCEVirgin Galactic Holdings, Inc	Sale (partial)$1,001 - $15,000 · Spouse	Feb 5, 2021	Jan 27, 2021	▼ 99.7%−216.6 pts vs S&P	Filing for SPCE on Jan 27, 2021
DDDuPont	Purchase$1,001 - $15,000 · Joint	Feb 5, 2021	Jan 27, 2021	▲ 61.0%−55.8 pts vs S&P	Filing for DD on Jan 27, 2021
DDDuPont	Purchase$1,001 - $15,000 · Spouse	Feb 5, 2021	Jan 27, 2021	▲ 61.0%−55.8 pts vs S&P	Filing for DD on Jan 27, 2021
SPCEVirgin Galactic Holdings, Inc	Sale (partial)$238.02 · Spouse	Feb 5, 2021	Jan 27, 2021	▼ 99.7%−216.6 pts vs S&P	Filing for SPCE on Jan 27, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$120.67 · Joint	Feb 5, 2021	Jan 25, 2021	▲ 34.2%−77.0 pts vs S&P	Filing for KTOS on Jan 25, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$60.33 · Spouse	Feb 5, 2021	Jan 25, 2021	▲ 34.2%−77.0 pts vs S&P	Filing for KTOS on Jan 25, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$30.16 · Spouse	Feb 5, 2021	Jan 25, 2021	▲ 34.2%−77.0 pts vs S&P	Filing for KTOS on Jan 25, 2021
SPCEVirgin Galactic Holdings, Inc	Sale (partial)$430.77 · Spouse	Feb 5, 2021	Jan 25, 2021	▼ 99.7%−210.9 pts vs S&P	Filing for SPCE on Jan 25, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$754.22 · Spouse	Feb 2, 2021	Jan 25, 2021	▲ 34.2%−77.0 pts vs S&P	Filing for KTOS on Jan 25, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$754.23 · Spouse	Feb 2, 2021	Jan 25, 2021	▲ 34.2%−77.0 pts vs S&P	Filing for KTOS on Jan 25, 2021
SPCEVirgin Galactic Holdings, Inc	Sale (partial)$1,001 - $15,000 · Spouse	Feb 2, 2021	Jan 25, 2021	▼ 99.7%−210.9 pts vs S&P	Filing for SPCE on Jan 25, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$90.00 · Joint	Feb 2, 2021	Jan 22, 2021	▲ 34.3%−77.8 pts vs S&P	Filing for KTOS on Jan 22, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Feb 2, 2021	Jan 22, 2021	▲ 34.3%−77.8 pts vs S&P	Filing for KTOS on Jan 22, 2021
KTOSKratos Defense & Security Solutions, Inc.	Sale (partial)$60.00 · Spouse	Feb 2, 2021	Jan 22, 2021	▲ 34.3%−77.8 pts vs S&P	Filing for KTOS on Jan 22, 2021
DKNGDraftkings Inc.	Sale (full)$1,001 - $15,000 · Spouse	Feb 2, 2021	Jan 19, 2021	▼ 57.5%−171.9 pts vs S&P	Filing for DKNG on Jan 19, 2021
DKNGDraftkings Inc.	Sale (full)$614.78 · Spouse	Feb 2, 2021	Jan 19, 2021	▼ 57.5%−171.9 pts vs S&P	Filing for DKNG on Jan 19, 2021
GMGeneral Motors	Purchase$474.06 · Spouse	Jan 26, 2021	Jan 12, 2021	▲ 96.2%−18.1 pts vs S&P	Filing for GM on Jan 12, 2021
GMGeneral Motors	Purchase$1,001 - $15,000 · Spouse	Jan 26, 2021	Jan 12, 2021	▲ 96.2%−18.1 pts vs S&P	Filing for GM on Jan 12, 2021
GMGeneral Motors	Purchase$995.52 · Joint	Jan 26, 2021	Jan 12, 2021	▲ 96.2%−18.1 pts vs S&P	Filing for GM on Jan 12, 2021
BABAAlibaba Group Holding Ltd	Sale (full)$669.27 · Spouse	Jan 9, 2021	Dec 28, 2020	—	Filing for BABA on Dec 28, 2020
BABAAlibaba Group Holding Ltd	Sale (full)$15,001 - $50,000 · Spouse	Jan 9, 2021	Dec 28, 2020	—	Filing for BABA on Dec 28, 2020
BABAAlibaba Group Holding Ltd	Sale (full)$1,001 - $15,000 · Spouse	Jan 9, 2021	Dec 24, 2020	—	Filing for BABA on Dec 24, 2020
FISFidelity National Information Services	Sale (partial)$268.95 · Spouse	Jan 9, 2021	Dec 23, 2020	▼ 65.6%−186.5 pts vs S&P	Filing for FIS on Dec 23, 2020
FISFidelity National Information Services	Sale (partial)$268.96 · Spouse	Jan 9, 2021	Dec 23, 2020	▼ 65.6%−186.5 pts vs S&P	Filing for FIS on Dec 23, 2020
FISFidelity National Information Services	Sale (partial)$134.47 · Spouse	Jan 9, 2021	Dec 23, 2020	▼ 65.6%−186.5 pts vs S&P	Filing for FIS on Dec 23, 2020
FISFidelity National Information Services	Sale (partial)$1,001 - $15,000 · Spouse	Jan 9, 2021	Dec 23, 2020	▼ 65.6%−186.5 pts vs S&P	Filing for FIS on Dec 23, 2020
FISFidelity National Information Services	Sale (partial)$1,001 - $15,000 · Spouse	Jan 9, 2021	Dec 23, 2020	▼ 65.6%−186.5 pts vs S&P	Filing for FIS on Dec 23, 2020
BABAAlibaba Group Holding Ltd	Purchase$1,001 - $15,000 · Spouse	Dec 17, 2020	Nov 30, 2020	—	Filing for BABA on Nov 30, 2020
GMGeneral Motors	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Nov 23, 2020	▲ 109.6%−18.5 pts vs S&P	Filing for GM on Nov 23, 2020
GMGeneral Motors	Purchase$715.05 · Spouse	Dec 3, 2020	Nov 23, 2020	▲ 109.6%−18.5 pts vs S&P	Filing for GM on Nov 23, 2020
GMGeneral Motors	Purchase$15,001 - $50,000 · Spouse	Dec 3, 2020	Nov 23, 2020	▲ 109.6%−18.5 pts vs S&P	Filing for GM on Nov 23, 2020
RUNSunrun Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2020	Nov 12, 2020	▼ 84.5%−215.4 pts vs S&P	Filing for RUN on Nov 12, 2020
BXBlackstone Inc.	Purchase$610.44 · Spouse	Nov 16, 2020	Nov 4, 2020	—	Filing for BX on Nov 4, 2020
BXBlackstone Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 16, 2020	Nov 4, 2020	—	Filing for BX on Nov 4, 2020
BXBlackstone Inc.	Purchase$998.90 · Spouse	Nov 16, 2020	Nov 4, 2020	—	Filing for BX on Nov 4, 2020
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	Nov 4, 2020	Oct 28, 2020	▲ 15.8%−133.8 pts vs S&P	Filing for MDT on Oct 28, 2020
MDTMedtronic	Purchase$15,001 - $50,000 · Spouse	Nov 4, 2020	Oct 28, 2020	▲ 15.8%−133.8 pts vs S&P	Filing for MDT on Oct 28, 2020
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	Nov 4, 2020	Oct 28, 2020	▲ 15.8%−133.8 pts vs S&P	Filing for MDT on Oct 28, 2020
FISFidelity National Information Services	Purchase$288.04 · Spouse	Nov 4, 2020	Oct 23, 2020	▼ 67.9%−203.7 pts vs S&P	Filing for FIS on Oct 23, 2020
FISFidelity National Information Services	Purchase$1,001 - $15,000 · Spouse	Nov 4, 2020	Oct 23, 2020	▼ 67.9%−203.7 pts vs S&P	Filing for FIS on Oct 23, 2020
FISFidelity National Information Services	Purchase$288.04 · Spouse	Nov 4, 2020	Oct 23, 2020	▼ 67.9%−203.7 pts vs S&P	Filing for FIS on Oct 23, 2020
OLEDUniversal Display Corp \pa\	Sale (full)$190.45 · Spouse	Oct 28, 2020	Oct 20, 2020	▼ 49.5%−187.0 pts vs S&P	Filing for OLED on Oct 20, 2020
OLEDUniversal Display Corp \pa\	Sale (full)$1,001 - $15,000 · Spouse	Oct 28, 2020	Oct 20, 2020	▼ 49.5%−187.0 pts vs S&P	Filing for OLED on Oct 20, 2020
OLEDUniversal Display Corp \pa\	Sale (partial)$192.29 · Spouse	Oct 28, 2020	Oct 19, 2020	▼ 49.5%−187.9 pts vs S&P	Filing for OLED on Oct 19, 2020
OLEDUniversal Display Corp \pa\	Sale (partial)$1,001 - $15,000 · Spouse	Oct 28, 2020	Oct 19, 2020	▼ 49.5%−187.9 pts vs S&P	Filing for OLED on Oct 19, 2020
OLEDUniversal Display Corp \pa\	Sale (partial)$191.77 · Spouse	Oct 28, 2020	Oct 16, 2020	▼ 49.9%−184.7 pts vs S&P	Filing for OLED on Oct 16, 2020
OLEDUniversal Display Corp \pa\	Sale (partial)$1,001 - $15,000 · Spouse	Oct 28, 2020	Oct 16, 2020	▼ 49.9%−184.7 pts vs S&P	Filing for OLED on Oct 16, 2020
JPMJPMorgan Chase	Sale (partial)$913.23 · Spouse	Oct 28, 2020	Oct 15, 2020	▲ 288.6%+153.9 pts vs S&P	Filing for JPM on Oct 15, 2020
TJXTJX Companies	Sale (partial)$344.01 · Spouse	Oct 28, 2020	Oct 15, 2020	▲ 166.9%+32.3 pts vs S&P	Filing for TJX on Oct 15, 2020
OLEDUniversal Display Corp \pa\	Sale (partial)$192.66 · Spouse	Oct 28, 2020	Oct 15, 2020	▼ 50.3%−184.9 pts vs S&P	Filing for OLED on Oct 15, 2020
JPMJPMorgan Chase	Sale (partial)$15,001 - $50,000 · Spouse	Oct 28, 2020	Oct 15, 2020	▲ 288.6%+153.9 pts vs S&P	Filing for JPM on Oct 15, 2020
TJXTJX Companies	Sale (partial)$1,001 - $15,000 · Spouse	Oct 28, 2020	Oct 15, 2020	▲ 166.9%+32.3 pts vs S&P	Filing for TJX on Oct 15, 2020
OLEDUniversal Display Corp \pa\	Sale (partial)$1,001 - $15,000 · Spouse	Oct 28, 2020	Oct 15, 2020	▼ 50.3%−184.9 pts vs S&P	Filing for OLED on Oct 15, 2020
RUNSunrun Inc.	Purchase$1,001 - $15,000 · Spouse	Oct 28, 2020	Oct 13, 2020	▼ 87.4%−220.3 pts vs S&P	Filing for RUN on Oct 13, 2020
RUNSunrun Inc.	Sale (partial)$486.57 · Spouse	Oct 15, 2020	Oct 7, 2020	▼ 89.4%−228.7 pts vs S&P	Filing for RUN on Oct 7, 2020
RUNSunrun Inc.	Sale (partial)$324.38 · Spouse	Oct 15, 2020	Oct 7, 2020	▼ 89.4%−228.7 pts vs S&P	Filing for RUN on Oct 7, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Oct 15, 2020	Oct 7, 2020	▼ 89.4%−228.7 pts vs S&P	Filing for RUN on Oct 7, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Oct 15, 2020	Oct 7, 2020	▼ 89.4%−228.7 pts vs S&P	Filing for RUN on Oct 7, 2020
RUNSunrun Inc.	Sale (partial)$800.43 · Spouse	Oct 15, 2020	Oct 6, 2020	▼ 89.5%−233.0 pts vs S&P	Filing for RUN on Oct 6, 2020
RUNSunrun Inc.	Sale (partial)$80.02 · Spouse	Oct 15, 2020	Oct 2, 2020	▼ 89.2%−233.5 pts vs S&P	Filing for RUN on Oct 2, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Oct 15, 2020	Oct 2, 2020	▼ 89.2%−233.5 pts vs S&P	Filing for RUN on Oct 2, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 24, 2020	Sep 17, 2020	▲ 86.9%−56.9 pts vs S&P	Filing for KTOS on Sep 17, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$22.07 · Spouse	Sep 24, 2020	Sep 16, 2020	▲ 86.2%−55.5 pts vs S&P	Filing for KTOS on Sep 16, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$551.67 · Spouse	Sep 24, 2020	Sep 16, 2020	▲ 86.2%−55.5 pts vs S&P	Filing for KTOS on Sep 16, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$39.10 · Spouse	Sep 24, 2020	Sep 11, 2020	▲ 104.8%−40.2 pts vs S&P	Filing for KTOS on Sep 11, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$977.42 · Spouse	Sep 24, 2020	Sep 11, 2020	▲ 104.8%−40.2 pts vs S&P	Filing for KTOS on Sep 11, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 17, 2020	Sep 10, 2020	▲ 106.6%−38.6 pts vs S&P	Filing for KTOS on Sep 10, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$97.82 · Spouse	Sep 17, 2020	Sep 10, 2020	▲ 106.6%−38.6 pts vs S&P	Filing for KTOS on Sep 10, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$975.70 · Spouse	Sep 17, 2020	Sep 9, 2020	▲ 105.8%−35.2 pts vs S&P	Filing for KTOS on Sep 9, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$58.54 · Spouse	Sep 17, 2020	Sep 9, 2020	▲ 105.8%−35.2 pts vs S&P	Filing for KTOS on Sep 9, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 17, 2020	Sep 8, 2020	▲ 109.2%−36.5 pts vs S&P	Filing for KTOS on Sep 8, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$154.22 · Spouse	Sep 17, 2020	Sep 8, 2020	▲ 109.2%−36.5 pts vs S&P	Filing for KTOS on Sep 8, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$96.16 · Spouse	Sep 15, 2020	Sep 4, 2020	▲ 108.9%−30.1 pts vs S&P	Filing for KTOS on Sep 4, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 15, 2020	Sep 4, 2020	▲ 108.9%−30.1 pts vs S&P	Filing for KTOS on Sep 4, 2020
AMZNAmazon	Sale (full)$1,001 - $15,000 · Spouse	Sep 15, 2020	Sep 3, 2020	▲ 45.9%−91.2 pts vs S&P	Filing for AMZN on Sep 3, 2020
AAPLApple Inc.	Sale (partial)$616.59 · Spouse	Sep 15, 2020	Sep 3, 2020	▲ 188.8%+51.8 pts vs S&P	Filing for AAPL on Sep 3, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$116.94 · Spouse	Sep 15, 2020	Sep 3, 2020	▲ 106.1%−30.9 pts vs S&P	Filing for KTOS on Sep 3, 2020
AMZNAmazon	Sale (partial)$1,001 - $15,000 · Spouse	Sep 15, 2020	Sep 3, 2020	▲ 45.9%−91.2 pts vs S&P	Filing for AMZN on Sep 3, 2020
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Sep 15, 2020	Sep 3, 2020	▲ 188.8%+51.8 pts vs S&P	Filing for AAPL on Sep 3, 2020
KTOSKratos Defense & Security Solutions, Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 15, 2020	Sep 3, 2020	▲ 106.1%−30.9 pts vs S&P	Filing for KTOS on Sep 3, 2020
BLKBlackRock	Sale (partial)$1,001 - $15,000 · Spouse	Sep 15, 2020	Sep 2, 2020	▲ 122.4%−6.5 pts vs S&P	Filing for BLK on Sep 2, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Sep 4, 2020	Aug 26, 2020	▼ 83.5%−219.1 pts vs S&P	Filing for RUN on Aug 26, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Sep 4, 2020	Aug 26, 2020	▼ 83.5%−219.1 pts vs S&P	Filing for RUN on Aug 26, 2020
UBERUber	Purchase$1,001 - $15,000 · Spouse	Sep 4, 2020	Aug 26, 2020	▲ 106.5%−29.0 pts vs S&P	Filing for UBER on Aug 26, 2020
RUNSunrun Inc.	Sale (partial)$404.76 · Spouse	Sep 4, 2020	Aug 26, 2020	▼ 83.5%−219.1 pts vs S&P	Filing for RUN on Aug 26, 2020
RUNSunrun Inc.	Sale (partial)$252.97 · Spouse	Sep 4, 2020	Aug 26, 2020	▼ 83.5%−219.1 pts vs S&P	Filing for RUN on Aug 26, 2020
UBERUber	Purchase$258.65 · Spouse	Sep 4, 2020	Aug 26, 2020	▲ 106.5%−29.0 pts vs S&P	Filing for UBER on Aug 26, 2020
UBERUber	Purchase$420.30 · Spouse	Sep 4, 2020	Aug 26, 2020	▲ 106.5%−29.0 pts vs S&P	Filing for UBER on Aug 26, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Sep 4, 2020	Aug 25, 2020	▼ 83.8%−221.7 pts vs S&P	Filing for RUN on Aug 25, 2020
RUNSunrun Inc.	Sale (partial)$355.95 · Spouse	Sep 4, 2020	Aug 25, 2020	▼ 83.8%−221.7 pts vs S&P	Filing for RUN on Aug 25, 2020
CRMSalesforce	Sale (partial)$1,001 - $15,000 · Spouse	Sep 4, 2020	Aug 24, 2020	▲ 10.6%−128.2 pts vs S&P	Filing for CRM on Aug 24, 2020
TJXTJX Companies	Purchase$1,001 - $15,000 · Spouse	Sep 4, 2020	Aug 24, 2020	▲ 186.9%+48.2 pts vs S&P	Filing for TJX on Aug 24, 2020
CRMSalesforce	Sale (partial)$1,001 - $15,000 · Spouse	Sep 4, 2020	Aug 24, 2020	▲ 10.6%−128.2 pts vs S&P	Filing for CRM on Aug 24, 2020
CRMSalesforce	Sale (partial)$624.72 · Spouse	Sep 4, 2020	Aug 24, 2020	▲ 10.6%−128.2 pts vs S&P	Filing for CRM on Aug 24, 2020
TJXTJX Companies	Purchase$691.36 · Spouse	Sep 4, 2020	Aug 24, 2020	▲ 186.9%+48.2 pts vs S&P	Filing for TJX on Aug 24, 2020
BABAAlibaba Group Holding Ltd	Purchase$791.84 · Spouse	Aug 17, 2020	Aug 6, 2020	—	Filing for BABA on Aug 6, 2020
BABAAlibaba Group Holding Ltd	Purchase$15,001 - $50,000 · Spouse	Aug 17, 2020	Aug 6, 2020	—	Filing for BABA on Aug 6, 2020
ECLEcolab	Sale (full)$743.62 · Spouse	Aug 8, 2020	Jul 31, 2020	▲ 76.3%−74.4 pts vs S&P	Filing for ECL on Jul 31, 2020
ECLEcolab	Sale (partial)$1,001 - $15,000 · Spouse	Aug 8, 2020	Jul 31, 2020	▲ 76.3%−74.4 pts vs S&P	Filing for ECL on Jul 31, 2020
OLEDUniversal Display Corp \pa\	Purchase$166.07 · Spouse	Aug 8, 2020	Jul 28, 2020	▼ 41.8%−196.7 pts vs S&P	Filing for OLED on Jul 28, 2020
OLEDUniversal Display Corp \pa\	Purchase$1,001 - $15,000 · Spouse	Aug 8, 2020	Jul 28, 2020	▼ 41.8%−196.7 pts vs S&P	Filing for OLED on Jul 28, 2020
OLEDUniversal Display Corp \pa\	Purchase$168.20 · Spouse	Aug 3, 2020	Jul 27, 2020	▼ 43.8%−197.1 pts vs S&P	Filing for OLED on Jul 27, 2020
OLEDUniversal Display Corp \pa\	Purchase$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 27, 2020	▼ 43.8%−197.1 pts vs S&P	Filing for OLED on Jul 27, 2020
UBERUber	Purchase$905.44 · Spouse	Aug 3, 2020	Jul 24, 2020	▲ 114.0%−41.2 pts vs S&P	Filing for UBER on Jul 24, 2020
UBERUber	Purchase$456.50 · Spouse	Aug 3, 2020	Jul 22, 2020	▲ 104.3%−46.2 pts vs S&P	Filing for UBER on Jul 22, 2020
UBERUber	Purchase$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 22, 2020	▲ 104.3%−46.2 pts vs S&P	Filing for UBER on Jul 22, 2020
NEENextEra Energy	Sale (partial)$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 21, 2020	▲ 44.3%−107.6 pts vs S&P	Filing for NEE on Jul 21, 2020
ZTSZoetis	Sale (partial)$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 21, 2020	▼ 38.6%−190.5 pts vs S&P	Filing for ZTS on Jul 21, 2020
TMUST-Mobile US	Sale (full)$1.68 · Spouse	Aug 3, 2020	Jul 17, 2020	▲ 59.9%−94.6 pts vs S&P	Filing for TMUS on Jul 17, 2020
TMUST-Mobile US	Sale (full)$35.08 · Spouse	Aug 3, 2020	Jul 17, 2020	▲ 59.9%−94.6 pts vs S&P	Filing for TMUS on Jul 17, 2020
RUNSunrun Inc.	Sale (partial)$348.03 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$442.95 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$94.91 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$63.28 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$348.03 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$442.95 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$63.27 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$94.91 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Aug 3, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$348.03 · Spouse	Jul 24, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$422.95 · Spouse	Jul 24, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$94.91 · Spouse	Jul 24, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$63.28 · Spouse	Jul 24, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jul 24, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jul 24, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jul 24, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jul 24, 2020	Jul 13, 2020	▼ 72.6%−232.6 pts vs S&P	Filing for RUN on Jul 13, 2020
AMZNAmazon	Sale (partial)$1,001 - $15,000 · Spouse	Jul 24, 2020	Jul 10, 2020	▲ 53.5%−104.3 pts vs S&P	Filing for AMZN on Jul 10, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jul 20, 2020	Jul 2, 2020	▼ 58.8%−221.0 pts vs S&P	Filing for RUN on Jul 2, 2020
RUNSunrun Inc.	Sale (partial)$505.91 · Spouse	Jul 20, 2020	Jul 2, 2020	▼ 58.8%−221.0 pts vs S&P	Filing for RUN on Jul 2, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jul 20, 2020	Jul 2, 2020	▼ 58.8%−221.0 pts vs S&P	Filing for RUN on Jul 2, 2020
RUNSunrun Inc.	Sale (partial)$80.94 · Spouse	Jul 20, 2020	Jul 2, 2020	▼ 58.8%−221.0 pts vs S&P	Filing for RUN on Jul 2, 2020
RUNSunrun Inc.	Sale (partial)$80.94 · Spouse	Jul 20, 2020	Jul 2, 2020	▼ 58.8%−221.0 pts vs S&P	Filing for RUN on Jul 2, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jul 15, 2020	Jul 2, 2020	▼ 58.8%−221.0 pts vs S&P	Filing for RUN on Jul 2, 2020
RUNSunrun Inc.	Sale (partial)$505.91 · Spouse	Jul 15, 2020	Jul 2, 2020	▼ 58.8%−221.0 pts vs S&P	Filing for RUN on Jul 2, 2020
RUNSunrun Inc.	Sale (partial)$80.94 · Spouse	Jul 15, 2020	Jul 2, 2020	▼ 58.8%−221.0 pts vs S&P	Filing for RUN on Jul 2, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jul 15, 2020	Jul 1, 2020	▼ 58.4%−222.1 pts vs S&P	Filing for RUN on Jul 1, 2020
RUNSunrun Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jul 15, 2020	Jul 1, 2020	▼ 58.4%−222.1 pts vs S&P	Filing for RUN on Jul 1, 2020
RUNSunrun Inc.	Sale (partial)$20.00 · Spouse	Jul 15, 2020	Jul 1, 2020	▼ 58.4%−222.1 pts vs S&P	Filing for RUN on Jul 1, 2020
RUNSunrun Inc.	Sale (partial)$19.99 · Spouse	Jul 15, 2020	Jul 1, 2020	▼ 58.4%−222.1 pts vs S&P	Filing for RUN on Jul 1, 2020
RUNSunrun Inc.	Sale (partial)$40.00 · Spouse	Jul 15, 2020	Jul 1, 2020	▼ 58.4%−222.1 pts vs S&P	Filing for RUN on Jul 1, 2020
RUNSunrun Inc.	Sale (partial)$20.00 · Spouse	Jul 8, 2020	Jul 1, 2020	▼ 58.4%−222.1 pts vs S&P	Filing for RUN on Jul 1, 2020
RUNSunrun Inc.	Sale (partial)$19.99 · Spouse	Jul 8, 2020	Jul 1, 2020	▼ 58.4%−222.1 pts vs S&P	Filing for RUN on Jul 1, 2020
RUNSunrun Inc.	Sale (partial)$1,000.22 · Spouse	Jul 8, 2020	Jul 1, 2020	▼ 58.4%−222.1 pts vs S&P	Filing for RUN on Jul 1, 2020
DKNGDraftkings Inc.	Sale (partial)$269.33 · Spouse	Jul 8, 2020	Jun 29, 2020	▼ 35.0%−203.9 pts vs S&P	Filing for DKNG on Jun 29, 2020

What happened to the stocks afterwards

Average of the stock’s return minus the S&P 500’s, across this member’s disclosed trade whose window is complete. Nothing here is a member’s profit.

After	Window	Average excess	Typical (median)	Beat the S&P 500	Trades	From the filing date
Purchases	30 days	−0.3%	0.0%	49%	329	−0.3% (332)
Purchases	90 days	+3.7%	+3.4%	56%	329	+3.4% (332)
Sales	30 days	+8.4%	+1.3%	57%	522	+4.1% (524)
Sales	90 days	+23.2%	+2.6%	57%	522	+12.3% (524)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

Report filed Dec 21, 2022 3 stock or option trades · CRM
Report filed Dec 21, 2022 4 stock or option trades · CRM
Report filed Nov 24, 2022 0 stock or option trades
Report filed Nov 23, 2022 2 stock or option trades · BX, TJX
Report filed Nov 23, 2022 0 stock or option trades
Report filed Nov 23, 2022 3 stock or option trades · BX, TJX, TMUS
Report filed Nov 12, 2022 2 stock or option trades · ECL, TMUS
Report filed Nov 12, 2022 2 stock or option trades · ECL, TMUS
Report filed Nov 5, 2022 1 stock or option trade · BSX
Report filed Oct 29, 2022 2 stock or option trades · BSX, CCK
Report filed Oct 29, 2022 2 stock or option trades · BSX, CCK
Report filed Oct 14, 2022 1 stock or option trade · SCI
Report filed Oct 8, 2022 1 stock or option trade · SCI
Report filed Oct 8, 2022 0 stock or option trades
Report filed Oct 1, 2022 3 stock or option trades · CRM, SCI
Report filed Oct 1, 2022 1 stock or option trade · SCI
Report filed Sep 3, 2022 2 stock or option trades · CCK, ZTS
Report filed Aug 7, 2022 1 stock or option trade · MDT
Report filed Aug 4, 2022 1 stock or option trade · MDT
Report filed Jul 25, 2022 1 stock or option trade · SPGI
Report filed Jul 25, 2022 2 stock or option trades · ECL
Report filed Jul 6, 2022 1 stock or option trade · UBER
Report filed Jun 30, 2022 0 stock or option trades
Report filed Jun 30, 2022 0 stock or option trades
Report filed Jun 30, 2022 0 stock or option trades
Report filed Jun 30, 2022 0 stock or option trades
Report filed Jun 30, 2022 0 stock or option trades
Report filed Jun 30, 2022 0 stock or option trades
Report filed Jun 30, 2022 0 stock or option trades
Report filed Jun 30, 2022 0 stock or option trades
Report filed Jun 24, 2022 3 stock or option trades · GM, IFF
Report filed Jun 19, 2022 4 stock or option trades · AMZN, BA, VRSK
Report filed Jun 19, 2022 0 stock or option trades
Report filed Jun 19, 2022 2 stock or option trades · BA, SPGI
Report filed Jun 19, 2022 0 stock or option trades
Report filed Jun 19, 2022 0 stock or option trades
Report filed Jun 19, 2022 0 stock or option trades
Report filed Jun 19, 2022 0 stock or option trades
Report filed Jun 2, 2022 0 stock or option trades
Report filed May 22, 2022 2 stock or option trades · JPM, TMUS
Report filed May 21, 2022 2 stock or option trades · ICE
Report filed May 21, 2022 0 stock or option trades
Report filed May 2, 2022 0 stock or option trades
Report filed Apr 28, 2022 0 stock or option trades
Report filed Apr 16, 2022 1 stock or option trade · IFF
Report filed Apr 12, 2022 4 stock or option trades · IFF, NVDA, TJX
Report filed Apr 12, 2022 1 stock or option trade · IFF
Report filed Apr 10, 2022 3 stock or option trades · IFF, JBI
Report filed Apr 10, 2022 0 stock or option trades
Report filed Mar 26, 2022 1 stock or option trade · JBI
Report filed Mar 22, 2022 0 stock or option trades
Report filed Mar 22, 2022 0 stock or option trades
Report filed Mar 22, 2022 3 stock or option trades · CCK, DECK
Report filed Mar 4, 2022 1 stock or option trade · AMT
Report filed Mar 4, 2022 2 stock or option trades · ADSK
Report filed Mar 4, 2022 0 stock or option trades
Report filed Mar 4, 2022 0 stock or option trades
Report filed Feb 18, 2022 1 stock or option trade · SPGI
Report filed Feb 10, 2022 0 stock or option trades
Report filed Jan 30, 2022 1 stock or option trade · HD

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress