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April McClain Delaney: stock trades

Democrat, Representative for MD's 6th district. Value ranges as filed, never exact figures.

Activity

Stock and option trades by trade date, last 24 months, any company.

April McClain Delaney: purchases and sales per month
0 20 40 60 Dec 2024: 0 purchases Dec 2024: 0 sales Dec Jan 2025: 0 purchases Jan 2025: 0 sales Feb 2025: 20 purchases Feb 2025: 18 sales Mar 2025: 13 purchases Mar 2025: 4 sales Mar Apr 2025: 13 purchases Apr 2025: 8 sales May 2025: 6 purchases May 2025: 5 sales Jun 2025: 3 purchases Jun 2025: 2 sales Jun Jul 2025: 6 purchases Jul 2025: 3 sales Aug 2025: 7 purchases Aug 2025: 9 sales Sep 2025: 5 purchases Sep 2025: 3 sales Sep Oct 2025: 11 purchases Oct 2025: 6 sales Nov 2025: 3 purchases Nov 2025: 2 sales Dec 2025: 9 purchases Dec 2025: 7 sales Dec Jan 2026: 1 purchases Jan 2026: 14 sales Feb 2026: 16 purchases Feb 2026: 29 sales Mar 2026: 22 purchases Mar 2026: 5 sales Mar Apr 2026: 11 purchases Apr 2026: 13 sales May 2026: 23 purchases May 2026: 30 sales Jun 2026: 8 purchases Jun 2026: 11 sales Jun Jul 2026: 32 purchases Jul 2026: 29 sales Aug 2026: 20 purchases Aug 2026: 58 sales Sep 2026: 0 purchases Sep 2026: 0 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202400
Jan 202500
Feb 20252018
Mar 2025134
Apr 2025138
May 202565
Jun 202532
Jul 202563
Aug 202579
Sep 202553
Oct 2025116
Nov 202532
Dec 202597
Jan 2026114
Feb 20261629
Mar 2026225
Apr 20261113
May 20262330
Jun 2026811
Jul 20263229
Aug 20262058
Sep 202600
Oct 202600
Nov 202600
Trades, 24 months
485
Purchases
229
Sales
256
In 2026
322

Top sectors

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

  • Industrials34% of trades 161
  • Consumer Discretionary17% of trades 79
  • Financials15% of trades 72
  • Health Care11% of trades 50
  • Technology10% of trades 47
  • Communication Services4% of trades 20

Would copying April McClain Delaney’s trades have beaten the S&P 500?

Copying April McClain Delaney’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 March 21, 2025 into $10,379 by November 2, 2026, against $13,636 in the S&P 500: +2.3% a year against +21.2%, with a beta of 0.91. Selling each purchase after 6 months instead would have made −3.7% a year. Six months after each report, the average share purchase was −14.7% against the S&P 500 (median −12.8%), and 19% beat it, a gap unlikely to be luck alone. Measured from the trade date instead, the member’s own timing, the average was −13.4%. Reports arrived a median of 20 days after the trade. 20 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.

$0$5.0k$10.0k$15.0k 20252026 $13.6k$10.4k
Copying April McClain DelaneyS&P 500, buy and hold $10,000 copying April McClain Delaney’s disclosed holdings from March 21, 2025, 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.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 177 −5.9% −7.3% 27% -5.85 Strong evidence: behind
Purchases, 6 months after the report 135 −14.7% −12.8% 19% -8.37 Strong evidence: behind
Purchases, 3 months after the trade 209 −7.1% −7.3% 26% -7.30 Strong evidence: behind
Purchases, 6 months after the trade 147 −13.4% −11.9% 22% -8.17 Strong evidence: behind
Sales, 6 months after the report 103 −5.9% −6.5% 61% -2.90 No reliable evidence
Return a year, copying
+2.3%
S&P 500, same dates
+21.2%
Yearly swing (S&P 500)
19% (17%)
Sharpe ratio (S&P 500)
0.01 (0.99)
Biggest drop (S&P 500)
−14% (−14%)
Market sensitivity (beta)
0.91

“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 April McClain Delaney 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.
MKLMarkel Group Inc. 17$59,017–$360,000 5$104,005–$310,000 Mar 6, 2025 Aug 25, 2026 ▲ 0.2%−33.7 pts vs S&P
CHRWC.H. Robinson 17$73,017–$395,000 4$117,004–$330,000 Feb 5, 2026 Aug 25, 2026 ▼ 34.1%−45.9 pts vs S&P
TSCOTractor Supply 12$12,012–$180,000 9$37,009–$205,000 Feb 9, 2025 Aug 25, 2026 ▼ 32.7%−59.5 pts vs S&P
VIKViking Holdings Ltd 2$2,002–$30,000 16$129,016–$510,000 Feb 17, 2025 Aug 25, 2026 —
HUBBHubbell Incorporated 16$58,016–$345,000 1$100,001–$250,000 May 13, 2026 Aug 25, 2026 ▼ 9.8%−11.6 pts vs S&P
BJBj's Wholesale Club Holdings, Inc. 8$8,008–$120,000 8$8,008–$120,000 Mar 14, 2025 Mar 5, 2026 ▲ 1.5%−34.8 pts vs S&P
MIDDMiddleby Corp 0 16$44,016–$310,000 Sep 18, 2025 Aug 25, 2026 —
ENTGEntegris Inc 10$10,010–$150,000 5$104,005–$310,000 Feb 17, 2025 Aug 25, 2026 ▲ 42.0%+16.6 pts vs S&P
LHLabcorp 11$11,011–$165,000 4$103,004–$295,000 Feb 5, 2025 Aug 25, 2026 ▲ 44.9%+18.0 pts vs S&P
SCIService Corp International 0 15$64,015–$310,000 Apr 30, 2026 Aug 25, 2026 —
BROBrown & Brown 8$8,008–$120,000 6$105,006–$325,000 Feb 5, 2025 Aug 25, 2026 ▼ 29.7%−49.3 pts vs S&P
CPAYCorpay 4$18,004–$95,000 10$38,010–$220,000 Feb 6, 2025 Aug 7, 2026 ▲ 5.1%−21.4 pts vs S&P
LTHLife Time Group Holdings, Inc. 13$55,013–$300,000 1$100,001–$250,000 Jul 17, 2026 Aug 25, 2026 ▲ 4.0%+2.5 pts vs S&P
JLLJones Lang Lasalle Inc 6$6,006–$90,000 7$21,007–$140,000 Mar 5, 2025 Mar 13, 2026 ▲ 40.4%+8.8 pts vs S&P
PAYXPaychex 8$8,008–$120,000 5$104,005–$310,000 Feb 5, 2025 Aug 25, 2026 ▼ 17.5%−44.5 pts vs S&P
CLHClean Harbors Inc 2$16,002–$65,000 10$59,010–$235,000 Feb 7, 2025 Aug 25, 2026 ▲ 24.9%+13.8 pts vs S&P
IDXXIdexx Laboratories 5$5,005–$75,000 7$7,007–$105,000 Mar 14, 2025 Jan 13, 2026 ▲ 61.7%+25.5 pts vs S&P
NDAQNasdaq, Inc. 11$39,011–$235,000 1$100,001–$250,000 Sep 19, 2025 Aug 25, 2026 ▲ 22.9%+8.3 pts vs S&P
TDGTransDigm Group 11$25,011–$200,000 1$100,001–$250,000 Apr 15, 2026 Aug 25, 2026 ▼ 4.8%−12.8 pts vs S&P
WABWabtec 0 12$139,012–$485,000 Mar 25, 2025 Aug 25, 2026 —
STESteris 5$5,005–$75,000 6$105,006–$325,000 Jun 26, 2025 Aug 25, 2026 ▼ 6.8%−22.7 pts vs S&P
TECHBio-Techne 5$5,005–$75,000 6$6,006–$90,000 Apr 9, 2025 Apr 8, 2026 ▲ 35.6%−3.8 pts vs S&P
FBINFortune Brands Innovations, Inc. 2$2,002–$30,000 8$22,008–$155,000 Feb 8, 2025 May 7, 2026 ▼ 29.5%−56.3 pts vs S&P
FWONKLiberty Media Corp 9$93,009–$345,000 1$100,001–$250,000 Jul 22, 2026 Aug 25, 2026 ▼ 2.6%−3.5 pts vs S&P
LYVLive Nation Entertainment 1$1,001–$15,000 9$108,009–$370,000 Feb 14, 2025 Aug 25, 2026 ▲ 37.8%+26.3 pts vs S&P
MORNMorningstar, Inc. 1$15,001–$50,000 9$9,009–$135,000 Aug 2, 2025 May 6, 2026 ▼ 10.6%−31.4 pts vs S&P
SGISomnigroup International Inc. 5$19,005–$110,000 5$104,005–$310,000 Sep 19, 2025 Aug 25, 2026 ▼ 17.3%−29.0 pts vs S&P
BWXTBWX Technologies, Inc. 8$50,008–$225,000 1$100,001–$250,000 May 7, 2026 Aug 25, 2026 ▼ 37.7%−41.0 pts vs S&P
CDWCDW Corporation 2$2,002–$30,000 7$7,007–$105,000 Feb 6, 2025 May 19, 2026 ▼ 22.3%−48.8 pts vs S&P
MLMMartin Marietta Materials 7$21,007–$140,000 2$251,002–$515,000 Aug 1, 2025 Aug 25, 2026 ▼ 8.8%−20.3 pts vs S&P
EMEEmcor 5$5,005–$75,000 3$102,003–$280,000 Nov 17, 2025 Aug 25, 2026 ▼ 3.5%−14.0 pts vs S&P
TDYTeledyne Technologies 0 8$36,008–$190,000 Feb 22, 2025 Aug 25, 2026 —
PTCPTC Inc. 2$16,002–$65,000 5$5,005–$75,000 Apr 1, 2025 Jan 30, 2026 ▲ 0.4%−21.8 pts vs S&P
CNMCore & Main, Inc. 2$2,002–$30,000 4$131,004–$365,000 Feb 8, 2025 Aug 25, 2026 ▼ 17.5%−44.3 pts vs S&P
PKGPackaging Corporation of America 5$5,005–$75,000 1$50,001–$100,000 Mar 17, 2026 Aug 25, 2026 ▲ 21.3%+8.3 pts vs S&P
ROLRollins, Inc. 4$18,004–$95,000 1$50,001–$100,000 Feb 13, 2026 Aug 25, 2026 ▼ 37.2%−48.4 pts vs S&P
TTCToro Co 0 5$5,005–$75,000 Mar 20, 2025 May 28, 2025 —
AOSA. O. Smith 0 4$18,004–$95,000 Feb 18, 2025 Apr 16, 2025 —
CACICACI International Inc 1$1,001–$15,000 3$3,003–$45,000 Feb 18, 2025 Apr 2, 2025 ▲ 102.8%+71.7 pts vs S&P
ESEEsco Technologies Inc 3$3,003–$45,000 1$15,001–$50,000 Aug 19, 2026 Aug 25, 2026 ▼ 17.1%−15.1 pts vs S&P
PWRQuanta Services 0 4$18,004–$95,000 Nov 17, 2025 May 14, 2026 —
TRMBTrimble Inc. 0 4$103,004–$295,000 Feb 10, 2025 Aug 25, 2026 —
ITTITT Inc. 1$1,001–$15,000 1$250,001–$500,000 Mar 5, 2025 Aug 25, 2026 ▲ 47.4%+15.9 pts vs S&P
MFPMidera Food Processing, Inc. 0 1$15,001–$50,000 Aug 3, 2026 Aug 3, 2026 —
RVTYRevvity 0 1$15,001–$50,000 Feb 28, 2025 Feb 28, 2025 —
SIGSignet Jewelers LTD 0 1$100,001–$250,000 Aug 25, 2026 Aug 25, 2026 —

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 474 trades; every trade is in the reports below. Click a column heading to sort.

Report
BROBrown & Brown Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 2.0%−0.4 pts vs S&P Filing
BWXTBWX Technologies, Inc. Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 12.9%−11.3 pts vs S&P Filing
CHRWC.H. Robinson Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 10.0%−8.5 pts vs S&P Filing
CLHClean Harbors Inc Sale (full)$50,001 - $100,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 4.0%−2.5 pts vs S&P Filing
CNMCore & Main, Inc. Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 2.4%+4.0 pts vs S&P Filing
EMEEmcor Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 7.7%−6.1 pts vs S&P Filing
ENTGEntegris Inc Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 9.2%+10.8 pts vs S&P Filing
ESEEsco Technologies Inc Sale (full)$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 12.9%−11.3 pts vs S&P Filing
HUBBHubbell Incorporated Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 6.3%−4.7 pts vs S&P Filing
ITTITT Inc. Sale (full)$250,001 - $500,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 1.8%−0.2 pts vs S&P Filing
LHLabcorp Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 5.5%+7.1 pts vs S&P Filing
FWONKLiberty Media Corp Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 9.6%−8.1 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 1.6%−0.1 pts vs S&P Filing
LYVLive Nation Entertainment Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 5.2%−3.6 pts vs S&P Filing
MKLMarkel Group Inc. Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 5.3%+6.8 pts vs S&P Filing
MLMMartin Marietta Materials Sale (full)$250,001 - $500,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 4.0%+5.6 pts vs S&P Filing
NDAQNasdaq, Inc. Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 10.4%+12.0 pts vs S&P Filing
PKGPackaging Corporation of America Sale (full)$50,001 - $100,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 5.6%+7.2 pts vs S&P Filing
PAYXPaychex Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 6.7%−5.1 pts vs S&P Filing
ROLRollins, Inc. Sale (full)$50,001 - $100,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 0.9%+0.7 pts vs S&P Filing
SCIService Corp International Sale (full)$50,001 - $100,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 7.6%−6.1 pts vs S&P Filing
SIGSignet Jewelers LTD Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 42.2%+43.8 pts vs S&P Filing
SGISomnigroup International Inc. Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 3.6%+5.2 pts vs S&P Filing
STESteris Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 1.0%+0.6 pts vs S&P Filing
TDYTeledyne Technologies Sale (full)$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 5.3%+6.8 pts vs S&P Filing
MIDDMiddleby Corp Sale (full)$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 8.3%+9.9 pts vs S&P Filing
TSCOTractor Supply Sale (full)$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 0.2%+1.4 pts vs S&P Filing
TDGTransDigm Group Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 1.8%+3.3 pts vs S&P Filing
TRMBTrimble Inc. Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▲ 10.8%+12.3 pts vs S&P Filing
VIKViking Holdings Ltd Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 — Filing
WABWabtec Sale (full)$100,001 - $250,000 · Dependent child Sep 9, 2026 Aug 25, 2026 ▼ 3.4%−1.9 pts vs S&P Filing
ESEEsco Technologies Inc Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 24, 2026 ▼ 12.5%−11.3 pts vs S&P Filing
FWONKLiberty Media Corp Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 24, 2026 ▼ 11.4%−10.2 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 24, 2026 ▼ 4.2%−2.9 pts vs S&P Filing
TDYTeledyne Technologies Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 24, 2026 ▲ 5.5%+6.8 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 24, 2026 ▲ 7.2%+8.4 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 24, 2026 — Filing
TDYTeledyne Technologies Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 21, 2026 ▲ 3.7%+5.3 pts vs S&P Filing
ESEEsco Technologies Inc Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 20, 2026 ▼ 15.3%−14.1 pts vs S&P Filing
TDYTeledyne Technologies Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 20, 2026 ▲ 4.1%+5.2 pts vs S&P Filing
ESEEsco Technologies Inc Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 19, 2026 ▼ 17.1%−15.1 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 19, 2026 ▼ 8.5%−6.6 pts vs S&P Filing
MLMMartin Marietta Materials Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 19, 2026 ▲ 3.3%+5.2 pts vs S&P Filing
TDYTeledyne Technologies Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 19, 2026 ▲ 1.7%+3.7 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 18, 2026 ▼ 10.1%−8.3 pts vs S&P Filing
LYVLive Nation Entertainment Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 17, 2026 ▼ 4.0%−1.5 pts vs S&P Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 14, 2026 ▼ 13.0%−10.1 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 14, 2026 ▼ 14.9%−12.0 pts vs S&P Filing
LYVLive Nation Entertainment Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 14, 2026 ▼ 6.0%−3.1 pts vs S&P Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 12, 2026 ▼ 11.9%−9.5 pts vs S&P Filing
TSCOTractor Supply Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 12, 2026 ▼ 2.4%0.0 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 10, 2026 ▼ 5.2%−2.8 pts vs S&P Filing
CPAYCorpay Sale (full)$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 7, 2026 ▲ 4.2%+6.7 pts vs S&P Filing
LHLabcorp Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 7, 2026 ▲ 11.7%+14.1 pts vs S&P Filing
FWONKLiberty Media Corp Purchase$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 7, 2026 ▼ 8.2%−5.7 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 7, 2026 ▲ 0.0%+2.5 pts vs S&P Filing
CPAYCorpay Sale (partial)$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 6, 2026 ▲ 2.8%+4.7 pts vs S&P Filing
LHLabcorp Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 6, 2026 ▲ 12.6%+14.5 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 6, 2026 ▲ 0.8%+2.7 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 6, 2026 ▼ 7.4%−5.5 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 6, 2026 — Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 5, 2026 ▼ 15.8%−13.8 pts vs S&P Filing
LHLabcorp Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 5, 2026 ▲ 13.5%+15.6 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 5, 2026 ▼ 8.8%−6.7 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 5, 2026 — Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 4, 2026 ▼ 8.9%−6.6 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 4, 2026 ▼ 11.0%−8.8 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 4, 2026 — Filing
BWXTBWX Technologies, Inc. Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 3, 2026 ▼ 24.8%−24.3 pts vs S&P Filing
CHRWC.H. Robinson Purchase$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 3, 2026 ▼ 12.1%−11.6 pts vs S&P Filing
CPAYCorpay Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 3, 2026 ▲ 6.1%+6.6 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 3, 2026 ▼ 8.6%−8.1 pts vs S&P Filing
FWONKLiberty Media Corp Purchase$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 3, 2026 ▼ 3.4%−2.9 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 3, 2026 ▼ 0.8%−0.3 pts vs S&P Filing
MFPMidera Food Processing, Inc. Sale (full)$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 3, 2026 ▼ 13.1%−12.6 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 3, 2026 ▼ 9.2%−8.7 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child Sep 9, 2026 Aug 3, 2026 — Filing
WABWabtec Sale (partial)$15,001 - $50,000 · Dependent child Sep 9, 2026 Aug 3, 2026 ▼ 3.2%−2.7 pts vs S&P Filing
CHRWC.H. Robinson Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 31, 2026 ▼ 12.5%−13.4 pts vs S&P Filing
CPAYCorpay Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 31, 2026 ▲ 7.1%+6.2 pts vs S&P Filing
FWONKLiberty Media Corp Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 31, 2026 ▼ 3.8%−4.7 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 31, 2026 ▼ 2.8%−3.8 pts vs S&P Filing
STESteris Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 31, 2026 ▲ 2.5%+1.5 pts vs S&P Filing
BWXTBWX Technologies, Inc. Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 30, 2026 ▼ 21.1%−22.7 pts vs S&P Filing
CPAYCorpay Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 30, 2026 ▲ 4.9%+3.3 pts vs S&P Filing
ENTGEntegris Inc Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 30, 2026 ▲ 29.5%+27.8 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 30, 2026 ▼ 0.9%−2.5 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 30, 2026 ▼ 8.5%−10.2 pts vs S&P Filing
SGISomnigroup International Inc. Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 30, 2026 ▼ 0.4%−2.1 pts vs S&P Filing
FWONKLiberty Media Corp Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 29, 2026 ▼ 7.3%−10.7 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 29, 2026 ▼ 4.1%−7.5 pts vs S&P Filing
MKLMarkel Group Inc. Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 29, 2026 ▼ 5.5%−8.8 pts vs S&P Filing
STESteris Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 29, 2026 ▼ 0.3%−3.7 pts vs S&P Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 28, 2026 ▼ 23.7%−25.4 pts vs S&P Filing
CLHClean Harbors Inc Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 28, 2026 ▼ 2.5%−4.3 pts vs S&P Filing
CPAYCorpay Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 28, 2026 ▲ 6.5%+4.7 pts vs S&P Filing
FWONKLiberty Media Corp Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 28, 2026 ▼ 6.7%−8.4 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 28, 2026 ▼ 4.0%−5.7 pts vs S&P Filing
MKLMarkel Group Inc. Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 28, 2026 ▼ 6.6%−8.4 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 28, 2026 ▼ 7.2%−9.0 pts vs S&P Filing
WABWabtec Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 28, 2026 ▼ 6.1%−7.9 pts vs S&P Filing
BWXTBWX Technologies, Inc. Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 27, 2026 ▼ 26.0%−28.0 pts vs S&P Filing
CHRWC.H. Robinson Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 27, 2026 ▼ 25.9%−27.9 pts vs S&P Filing
CLHClean Harbors Inc Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 27, 2026 ▼ 1.9%−3.9 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 27, 2026 ▲ 0.1%−1.9 pts vs S&P Filing
MKLMarkel Group Inc. Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 27, 2026 ▼ 5.5%−7.5 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 27, 2026 ▼ 5.7%−7.7 pts vs S&P Filing
STESteris Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 27, 2026 ▲ 7.2%+5.2 pts vs S&P Filing
TSCOTractor Supply Sale (partial)$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 27, 2026 ▲ 11.8%+9.8 pts vs S&P Filing
BWXTBWX Technologies, Inc. Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 24, 2026 ▼ 25.1%−27.2 pts vs S&P Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 24, 2026 ▼ 30.7%−32.7 pts vs S&P Filing
CLHClean Harbors Inc Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 24, 2026 ▼ 2.5%−4.6 pts vs S&P Filing
FWONKLiberty Media Corp Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 24, 2026 ▼ 2.7%−4.7 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 24, 2026 ▲ 3.5%+1.5 pts vs S&P Filing
MKLMarkel Group Inc. Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 24, 2026 ▼ 4.5%−6.6 pts vs S&P Filing
MLMMartin Marietta Materials Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 24, 2026 ▼ 1.2%−3.2 pts vs S&P Filing
STESteris Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 24, 2026 ▲ 9.3%+7.3 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 23, 2026 ▼ 10.9%−13.1 pts vs S&P Filing
FWONKLiberty Media Corp Purchase$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 23, 2026 ▼ 2.1%−4.2 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 23, 2026 — Filing
WABWabtec Sale (partial)$15,001 - $50,000 · Dependent child Aug 3, 2026 Jul 23, 2026 ▼ 3.7%−5.8 pts vs S&P Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 22, 2026 ▼ 37.7%−38.5 pts vs S&P Filing
FWONKLiberty Media Corp Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 22, 2026 ▼ 2.6%−3.5 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 21, 2026 ▲ 3.6%+2.9 pts vs S&P Filing
LYVLive Nation Entertainment Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 21, 2026 ▼ 0.4%−1.1 pts vs S&P Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 20, 2026 ▼ 37.2%−38.8 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 20, 2026 ▲ 3.1%+1.5 pts vs S&P Filing
LYVLive Nation Entertainment Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 20, 2026 ▼ 2.0%−3.6 pts vs S&P Filing
MLMMartin Marietta Materials Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 20, 2026 ▼ 0.1%−1.7 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 20, 2026 ▲ 0.0%−1.6 pts vs S&P Filing
CPAYCorpay Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 17, 2026 ▲ 11.9%+10.5 pts vs S&P Filing
LTHLife Time Group Holdings, Inc. Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 17, 2026 ▲ 4.0%+2.5 pts vs S&P Filing
MLMMartin Marietta Materials Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 17, 2026 ▼ 1.7%−3.1 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 17, 2026 ▼ 0.9%−2.4 pts vs S&P Filing
CPAYCorpay Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 16, 2026 ▲ 10.1%+9.7 pts vs S&P Filing
CPAYCorpay Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 15, 2026 ▲ 12.7%+12.8 pts vs S&P Filing
ENTGEntegris Inc Purchase$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 8, 2026 ▲ 9.4%+8.3 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 8, 2026 ▲ 1.6%+0.5 pts vs S&P Filing
MFPMidera Food Processing, Inc. Exchange$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 7, 2026 — Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Aug 3, 2026 Jul 2, 2026 ▼ 0.7%−1.9 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 17, 2026 ▼ 14.5%−16.5 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 16, 2026 ▼ 13.4%−14.2 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 15, 2026 ▼ 6.1%−6.3 pts vs S&P Filing
WABWabtec Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 15, 2026 ▲ 6.8%+6.6 pts vs S&P Filing
CNMCore & Main, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 12, 2026 ▼ 6.6%−8.5 pts vs S&P Filing
CPAYCorpay Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 12, 2026 ▲ 14.9%+13.0 pts vs S&P Filing
LYVLive Nation Entertainment Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 12, 2026 ▲ 2.7%+0.8 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 12, 2026 ▼ 3.2%−5.1 pts vs S&P Filing
WABWabtec Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 12, 2026 ▲ 8.3%+6.3 pts vs S&P Filing
WABWabtec Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 10, 2026 ▲ 11.9%+7.7 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 9, 2026 ▼ 10.6%−13.1 pts vs S&P Filing
ENTGEntegris Inc Purchase$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 8, 2026 ▲ 14.4%+12.1 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 8, 2026 ▼ 10.3%−12.6 pts vs S&P Filing
ENTGEntegris Inc Purchase$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 5, 2026 ▲ 21.0%+18.5 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 4, 2026 ▼ 10.3%−10.2 pts vs S&P Filing
WABWabtec Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 4, 2026 ▲ 9.4%+9.5 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 3, 2026 ▼ 10.3%−10.5 pts vs S&P Filing
LYVLive Nation Entertainment Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 2, 2026 ▲ 5.7%+6.2 pts vs S&P Filing
LYVLive Nation Entertainment Sale (partial)$1,001 - $15,000 · Dependent child Jul 7, 2026 Jun 1, 2026 ▲ 3.9%+4.3 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 29, 2026 ▼ 8.1%−8.1 pts vs S&P Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 28, 2026 ▼ 26.1%−26.2 pts vs S&P Filing
EMEEmcor Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 28, 2026 ▼ 19.4%−19.6 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 28, 2026 ▼ 7.9%−8.1 pts vs S&P Filing
MLMMartin Marietta Materials Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 28, 2026 ▼ 3.7%−3.9 pts vs S&P Filing
TSCOTractor Supply Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 28, 2026 ▲ 13.3%+13.2 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 28, 2026 — Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 27, 2026 ▼ 26.5%−27.2 pts vs S&P Filing
TSCOTractor Supply Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 27, 2026 ▲ 15.9%+15.2 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 27, 2026 — Filing
TSCOTractor Supply Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 26, 2026 ▲ 20.3%+19.6 pts vs S&P Filing
TSCOTractor Supply Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 22, 2026 ▲ 13.3%+12.0 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 22, 2026 ▲ 0.0%−1.4 pts vs S&P Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 21, 2026 ▼ 27.2%−29.0 pts vs S&P Filing
ENTGEntegris Inc Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 21, 2026 ▲ 15.5%+13.8 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 21, 2026 ▼ 5.3%−7.1 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 21, 2026 ▲ 0.4%−1.4 pts vs S&P Filing
CDWCDW Corporation Sale (full)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 19, 2026 ▲ 45.9%+42.8 pts vs S&P Filing
CHRWC.H. Robinson Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 18, 2026 ▼ 23.6%−25.9 pts vs S&P Filing
CDWCDW Corporation Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 18, 2026 ▲ 46.3%+44.0 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 18, 2026 ▼ 0.5%−2.9 pts vs S&P Filing
TSCOTractor Supply Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 18, 2026 ▲ 13.0%+10.7 pts vs S&P Filing
BWXTBWX Technologies, Inc. Purchase$15,001 - $50,000 · Dependent child Jun 5, 2026 May 15, 2026 ▼ 36.1%−38.3 pts vs S&P Filing
CHRWC.H. Robinson Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 15, 2026 ▼ 20.7%−23.0 pts vs S&P Filing
CDWCDW Corporation Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 15, 2026 ▲ 49.1%+46.9 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 15, 2026 ▲ 0.8%−1.4 pts vs S&P Filing
TSCOTractor Supply Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 15, 2026 ▲ 17.3%+15.0 pts vs S&P Filing
BWXTBWX Technologies, Inc. Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 14, 2026 ▼ 38.0%−39.0 pts vs S&P Filing
CDWCDW Corporation Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 14, 2026 ▲ 49.0%+48.0 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$15,001 - $50,000 · Dependent child Jun 5, 2026 May 14, 2026 ▼ 9.5%−10.5 pts vs S&P Filing
PWRQuanta Services Sale (full)$15,001 - $50,000 · Dependent child Jun 5, 2026 May 14, 2026 ▼ 20.3%−21.4 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 14, 2026 ▲ 0.1%−0.9 pts vs S&P Filing
HUBBHubbell Incorporated Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 13, 2026 ▼ 9.8%−11.6 pts vs S&P Filing
PWRQuanta Services Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 13, 2026 ▼ 19.7%−21.5 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 13, 2026 ▲ 1.0%−0.8 pts vs S&P Filing
BWXTBWX Technologies, Inc. Purchase$15,001 - $50,000 · Dependent child Jun 5, 2026 May 8, 2026 ▼ 36.3%−38.8 pts vs S&P Filing
ENTGEntegris Inc Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 8, 2026 ▲ 1.8%−0.7 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 8, 2026 ▲ 0.8%−1.6 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 8, 2026 ▼ 0.1%−2.6 pts vs S&P Filing
BWXTBWX Technologies, Inc. Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 7, 2026 ▼ 37.7%−41.0 pts vs S&P Filing
ENTGEntegris Inc Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 7, 2026 ▲ 2.8%−0.5 pts vs S&P Filing
FBINFortune Brands Innovations, Inc. Sale (full)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 7, 2026 ▲ 20.7%+17.4 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 7, 2026 ▼ 0.1%−3.5 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 7, 2026 ▼ 3.0%−6.3 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 7, 2026 ▼ 2.3%−5.6 pts vs S&P Filing
FBINFortune Brands Innovations, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 6, 2026 ▲ 18.1%+15.1 pts vs S&P Filing
MORNMorningstar, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 6, 2026 ▲ 43.2%+40.2 pts vs S&P Filing
PKGPackaging Corporation of America Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 6, 2026 ▲ 15.5%+12.5 pts vs S&P Filing
FBINFortune Brands Innovations, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 4, 2026 ▲ 23.8%+18.5 pts vs S&P Filing
MORNMorningstar, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 4, 2026 ▲ 43.2%+37.9 pts vs S&P Filing
CLHClean Harbors Inc Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 1, 2026 ▼ 4.9%−9.8 pts vs S&P Filing
MKLMarkel Group Inc. Purchase$1,001 - $15,000 · Dependent child Jun 5, 2026 May 1, 2026 ▲ 7.0%+2.1 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Jun 5, 2026 May 1, 2026 ▲ 10.5%+5.6 pts vs S&P Filing
CLHClean Harbors Inc Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 30, 2026 ▼ 5.3%−10.5 pts vs S&P Filing
MKLMarkel Group Inc. Purchase$1,001 - $15,000 · Dependent child May 6, 2026 Apr 30, 2026 ▲ 7.4%+2.3 pts vs S&P Filing
MORNMorningstar, Inc. Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 30, 2026 ▲ 42.3%+37.1 pts vs S&P Filing
SCIService Corp International Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 30, 2026 ▼ 3.3%−8.5 pts vs S&P Filing
STESteris Purchase$1,001 - $15,000 · Dependent child May 6, 2026 Apr 30, 2026 ▲ 8.2%+3.1 pts vs S&P Filing
PKGPackaging Corporation of America Purchase$1,001 - $15,000 · Dependent child May 6, 2026 Apr 29, 2026 ▲ 21.3%+15.1 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 · Dependent child May 6, 2026 Apr 29, 2026 ▲ 6.2%−0.0 pts vs S&P Filing
CHRWC.H. Robinson Sale (partial)$15,001 - $50,000 · Dependent child May 6, 2026 Apr 24, 2026 ▼ 29.1%−35.0 pts vs S&P Filing
FBINFortune Brands Innovations, Inc. Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 24, 2026 ▲ 13.6%+7.7 pts vs S&P Filing
NDAQNasdaq, Inc. Purchase$1,001 - $15,000 · Dependent child May 6, 2026 Apr 24, 2026 ▲ 21.7%+15.8 pts vs S&P Filing
PKGPackaging Corporation of America Purchase$1,001 - $15,000 · Dependent child May 6, 2026 Apr 24, 2026 ▲ 23.1%+17.2 pts vs S&P Filing
PAYXPaychex Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 21, 2026 ▲ 27.4%+20.1 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 · Dependent child May 6, 2026 Apr 20, 2026 ▼ 4.8%−11.4 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 20, 2026 — Filing
BROBrown & Brown Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 17, 2026 ▲ 6.7%+0.3 pts vs S&P Filing
MORNMorningstar, Inc. Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 17, 2026 ▲ 30.3%+23.8 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 · Dependent child May 6, 2026 Apr 17, 2026 ▼ 4.1%−10.6 pts vs S&P Filing
MORNMorningstar, Inc. Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 16, 2026 ▲ 33.0%+25.3 pts vs S&P Filing
PAYXPaychex Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 16, 2026 ▲ 29.6%+21.9 pts vs S&P Filing
TDGTransDigm Group Purchase$15,001 - $50,000 · Dependent child May 6, 2026 Apr 16, 2026 ▼ 1.2%−8.9 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 16, 2026 — Filing
ENTGEntegris Inc Purchase$1,001 - $15,000 · Dependent child May 6, 2026 Apr 15, 2026 ▲ 10.9%+2.9 pts vs S&P Filing
TDGTransDigm Group Purchase$1,001 - $15,000 · Dependent child May 6, 2026 Apr 15, 2026 ▼ 4.8%−12.8 pts vs S&P Filing
TECHBio-Techne Sale (full)$1,001 - $15,000 · Dependent child May 6, 2026 Apr 8, 2026 ▲ 32.0%+20.2 pts vs S&P Filing
ENTGEntegris Inc Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 31, 2026 ▲ 29.6%+13.3 pts vs S&P Filing
NDAQNasdaq, Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 31, 2026 ▲ 28.9%+12.6 pts vs S&P Filing
ROLRollins, Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 31, 2026 ▼ 32.0%−48.2 pts vs S&P Filing
SGISomnigroup International Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 31, 2026 ▼ 9.7%−25.9 pts vs S&P Filing
TSCOTractor Supply Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 31, 2026 ▼ 20.9%−37.1 pts vs S&P Filing
TECHBio-Techne Sale (partial)$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 26, 2026 ▲ 38.3%+21.1 pts vs S&P Filing
PKGPackaging Corporation of America Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 20, 2026 ▲ 29.3%+12.7 pts vs S&P Filing
NDAQNasdaq, Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 18, 2026 ▲ 28.0%+13.4 pts vs S&P Filing
PKGPackaging Corporation of America Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 17, 2026 ▲ 21.3%+8.3 pts vs S&P Filing
SGISomnigroup International Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 16, 2026 ▼ 13.4%−26.7 pts vs S&P Filing
STESteris Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 16, 2026 ▲ 7.2%−6.1 pts vs S&P Filing
TSCOTractor Supply Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 16, 2026 ▼ 26.5%−39.8 pts vs S&P Filing
JLLJones Lang Lasalle Inc Sale (full)$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 13, 2026 ▲ 26.7%+12.3 pts vs S&P Filing
SGISomnigroup International Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 13, 2026 ▼ 13.2%−27.7 pts vs S&P Filing
EMEEmcor Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 10, 2026 ▼ 5.5%−17.4 pts vs S&P Filing
NDAQNasdaq, Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 10, 2026 ▲ 25.3%+13.3 pts vs S&P Filing
EMEEmcor Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 9, 2026 ▼ 4.9%−16.7 pts vs S&P Filing
MLMMartin Marietta Materials Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 9, 2026 ▼ 9.6%−21.3 pts vs S&P Filing
NDAQNasdaq, Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 9, 2026 ▲ 24.6%+12.9 pts vs S&P Filing
SGISomnigroup International Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 9, 2026 ▼ 17.3%−29.0 pts vs S&P Filing
BJBj's Wholesale Club Holdings, Inc. Sale (full)$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 5, 2026 ▲ 12.4%+1.1 pts vs S&P Filing
BJBj's Wholesale Club Holdings, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 4, 2026 ▲ 10.7%+0.1 pts vs S&P Filing
NDAQNasdaq, Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 4, 2026 ▲ 23.1%+12.5 pts vs S&P Filing
TSCOTractor Supply Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 4, 2026 ▼ 29.1%−39.8 pts vs S&P Filing
EMEEmcor Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 3, 2026 ▼ 7.1%−18.5 pts vs S&P Filing
JLLJones Lang Lasalle Inc Sale (partial)$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 3, 2026 ▲ 22.4%+11.0 pts vs S&P Filing
NDAQNasdaq, Inc. Purchase$1,001 - $15,000 · Dependent child Apr 6, 2026 Mar 3, 2026 ▲ 25.5%+14.1 pts vs S&P Filing
EMEEmcor Purchase$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 27, 2026 ▼ 5.6%−16.1 pts vs S&P Filing
JLLJones Lang Lasalle Inc Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 27, 2026 ▲ 20.2%+9.7 pts vs S&P Filing
NDAQNasdaq, Inc. Purchase$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 27, 2026 ▲ 25.3%+14.8 pts vs S&P Filing
MORNMorningstar, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 25, 2026 ▲ 39.7%+30.3 pts vs S&P Filing
TECHBio-Techne Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 24, 2026 ▲ 26.5%+16.3 pts vs S&P Filing
BROBrown & Brown Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 24, 2026 ▲ 3.5%−6.8 pts vs S&P Filing
CDWCDW Corporation Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 24, 2026 ▲ 21.9%+11.6 pts vs S&P Filing
FBINFortune Brands Innovations, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 24, 2026 ▼ 16.0%−26.3 pts vs S&P Filing
JLLJones Lang Lasalle Inc Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 24, 2026 ▲ 22.0%+11.7 pts vs S&P Filing
PAYXPaychex Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 24, 2026 ▲ 34.9%+24.7 pts vs S&P Filing
CLHClean Harbors Inc Purchase$15,001 - $50,000 · Dependent child Mar 10, 2026 Feb 23, 2026 ▲ 5.4%−5.7 pts vs S&P Filing
ENTGEntegris Inc Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 23, 2026 ▲ 11.3%+0.3 pts vs S&P Filing
JLLJones Lang Lasalle Inc Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 23, 2026 ▲ 24.6%+13.5 pts vs S&P Filing
PAYXPaychex Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 23, 2026 ▲ 36.6%+25.6 pts vs S&P Filing
ROLRollins, Inc. Purchase$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 20, 2026 ▼ 40.6%−50.5 pts vs S&P Filing
MORNMorningstar, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 19, 2026 ▲ 48.8%+38.0 pts vs S&P Filing
BJBj's Wholesale Club Holdings, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 18, 2026 ▲ 11.8%+1.4 pts vs S&P Filing
JLLJones Lang Lasalle Inc Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 18, 2026 ▲ 20.6%+10.2 pts vs S&P Filing
ROLRollins, Inc. Purchase$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 18, 2026 ▼ 39.5%−50.0 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 18, 2026 ▼ 6.6%−17.1 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 17, 2026 ▼ 6.2%−17.2 pts vs S&P Filing
BJBj's Wholesale Club Holdings, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 13, 2026 ▲ 7.7%−3.5 pts vs S&P Filing
CHRWC.H. Robinson Purchase$15,001 - $50,000 · Dependent child Mar 10, 2026 Feb 13, 2026 ▼ 26.1%−37.2 pts vs S&P Filing
ROLRollins, Inc. Purchase$15,001 - $50,000 · Dependent child Mar 10, 2026 Feb 13, 2026 ▼ 37.2%−48.4 pts vs S&P Filing
JLLJones Lang Lasalle Inc Sale (partial)$15,001 - $50,000 · Dependent child Mar 10, 2026 Feb 11, 2026 ▲ 25.1%+15.6 pts vs S&P Filing
LHLabcorp Purchase$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 11, 2026 ▲ 23.6%+14.0 pts vs S&P Filing
MIDDMiddleby Corp Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 11, 2026 ▼ 6.4%−15.9 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 11, 2026 — Filing
TSCOTractor Supply Purchase$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 10, 2026 ▼ 33.4%−42.9 pts vs S&P Filing
BJBj's Wholesale Club Holdings, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 9, 2026 ▲ 10.4%+1.1 pts vs S&P Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 9, 2026 ▼ 35.0%−44.3 pts vs S&P Filing
ENTGEntegris Inc Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 9, 2026 ▲ 24.1%+14.9 pts vs S&P Filing
SGISomnigroup International Inc. Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 9, 2026 ▼ 31.0%−40.2 pts vs S&P Filing
VIKViking Holdings Ltd Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 9, 2026 — Filing
BROBrown & Brown Purchase$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 6, 2026 ▼ 2.1%−11.8 pts vs S&P Filing
CHRWC.H. Robinson Purchase$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 6, 2026 ▼ 35.1%−44.9 pts vs S&P Filing
MORNMorningstar, Inc. Sale (partial)$1,001 - $15,000 · Dependent child Mar 10, 2026 Feb 6, 2026 ▲ 45.5%+35.8 pts vs S&P Filing

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.

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days −2.0% −2.2% 37% 227 −1.6% (227)
Purchases 90 days −7.1% −7.7% 26% 212 −6.8% (207)
Sales 30 days −1.3% −1.9% 41% 228 +0.1% (228)
Sales 90 days −1.1% −1.5% 47% 182 −1.3% (176)

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

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