Bob Gibbs: stock trades

Republican, Representative for OH's 7th 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.

Financials22% of trades 30 trades: 22 purchases, 8 sales
Technology20% of trades 28 trades: 22 purchases, 6 sales
Industrials16% of trades 22 trades: 15 purchases, 7 sales
Health Care10% of trades 14 trades: 8 purchases, 6 sales
Consumer Staples9% of trades 12 trades: 5 purchases, 7 sales
Communication Services7% of trades 10 trades: 7 purchases, 3 sales

Would copying Bob Gibbs’s trades have beaten the S&P 500?

Copying Bob Gibbs’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 April 9, 2015 into $51,568 by November 2, 2026, against $43,754 in the S&P 500: +15.3% a year against +13.6%, with a beta of 0.96. Selling each purchase after 6 months instead would have made +13.2% a year. Six months after each report, the average share purchase was +0.9% against the S&P 500 (median −2.3%), and 44% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +0.8%. Reports arrived a median of 5 days after the trade. 1 purchase had already been sold in full by the time it was reported, so a follower could not copy it; the averages below still count every purchase.

Copying Bob GibbsS&P 500, buy and hold $10,000 copying Bob Gibbs’s disclosed holdings from April 9, 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.

Bob Gibbs: 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	87	−0.4%	−1.5%	46%	-0.29	No reliable evidence
Purchases, 6 months after the report	87	+0.9%	−2.3%	44%	0.47	No reliable evidence
Purchases, 3 months after the trade	87	−0.3%	−0.6%	45%	-0.22	No reliable evidence
Purchases, 6 months after the trade	87	+0.8%	−1.9%	46%	0.40	No reliable evidence
Sales, 6 months after the report	48	−5.3%	−4.8%	60%	-1.91	Some evidence: seller right

Return a year, copying: +15.3%
S&P 500, same dates: +13.6%
Yearly swing (S&P 500): 18% (18%)
Sharpe ratio (S&P 500): 0.75 (0.69)
Biggest drop (S&P 500): −36% (−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 Bob Gibbs 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.

Bob Gibbs: companies traded

NLYAnnaly Capital Management Inc	16$16,016–$240,000	7$63,007–$245,000	Jan 21, 2016	Jan 8, 2020	▲ 100.9%−279.4 pts vs S&P
AAPLApple Inc.	12$54,012–$285,000	1$15,001–$50,000	Jan 27, 2016	Sep 6, 2022	▲ 1475.8%+1099.2 pts vs S&P
BABoeing	5$47,005–$180,000	2$65,002–$150,000	Jan 30, 2017	Dec 22, 2021	▲ 13.2%−272.6 pts vs S&P
TAT&T	5$5,005–$75,000	1$15,001–$50,000	Jul 5, 2016	Dec 22, 2021	▲ 33.8%−292.0 pts vs S&P
STMStmicroelectronics N.V.	3$3,003–$45,000	1$15,001–$50,000	May 25, 2021	Nov 24, 2021	▲ 37.3%−56.7 pts vs S&P
XOMExxonMobil	3$17,003–$80,000	1$15,001–$50,000	Jul 5, 2016	Nov 9, 2021	▲ 196.7%−129.1 pts vs S&P
AMZNAmazon	1$1,001–$15,000	2$30,002–$100,000	Dec 8, 2015	Mar 29, 2018	▲ 644.0%+308.2 pts vs S&P
BUDAnheuser-busch Inbev SA	2$51,002–$115,000	1$50,001–$100,000	Nov 23, 2015	Jun 6, 2016	—
CATCaterpillar Inc.	3$17,003–$80,000	0	Apr 9, 2015	Apr 17, 2018	—
FFord Motor Company	1$1,001–$15,000	2$2,002–$30,000	Oct 28, 2019	Oct 27, 2022	▲ 41.6%−69.4 pts vs S&P
UNPUnion Pacific Corporation	3$17,003–$80,000	0	Feb 6, 2017	May 21, 2019	▲ 250.9%−32.5 pts vs S&P
ABBVAbbVie	2$16,002–$65,000	0	Nov 17, 2020	Nov 26, 2021	▲ 260.1%+133.4 pts vs S&P
BRKRBruker Corp	1$1,001–$15,000	1$1,001–$15,000	Nov 14, 2019	Nov 27, 2020	▲ 17.0%−152.3 pts vs S&P
HONHoneywell Technologies	2$2,002–$30,000	0	Sep 1, 2017	Oct 5, 2017	▲ 106.2%−144.7 pts vs S&P
JNJJohnson & Johnson	2$2,002–$30,000	0	Jul 28, 2016	Aug 21, 2020	▲ 182.3%−127.1 pts vs S&P
KOThe Coca-Cola Company	1$15,001–$50,000	1$15,001–$50,000	Jun 7, 2016	Apr 17, 2018	▲ 190.0%−131.4 pts vs S&P
KTOSKratos Defense & Security Solutions, Inc.	1$1,001–$15,000	1$1,001–$15,000	Nov 9, 2015	Sep 8, 2016	▲ 712.9%+379.4 pts vs S&P
MAMastercard	2$16,002–$65,000	0	Dec 10, 2015	Sep 19, 2018	▲ 608.6%+270.5 pts vs S&P
MDTMedtronic	1$15,001–$50,000	1$15,001–$50,000	Jul 5, 2016	Dec 21, 2022	▲ 49.4%−276.4 pts vs S&P
MPCMarathon Petroleum	1$1,001–$15,000	1$1,001–$15,000	Aug 31, 2016	Jan 24, 2020	▲ 1258.6%+950.4 pts vs S&P
MRVLMarvell Technology	1$1,001–$15,000	1$15,001–$50,000	Nov 5, 2019	Nov 15, 2021	▲ 550.9%+379.4 pts vs S&P
MSFTMicrosoft Corporation	2$16,002–$65,000	0	Apr 11, 2018	May 30, 2018	▲ 519.0%+293.9 pts vs S&P
NEONeogenomics Inc	1$1,001–$15,000	1$1,001–$15,000	Dec 19, 2019	Nov 9, 2021	▼ 38.7%−198.4 pts vs S&P
NTAPNetApp	2$2,002–$30,000	0	Dec 16, 2016	Feb 6, 2017	▲ 563.4%+273.3 pts vs S&P
ORCLOracle Corporation	1$1,001–$15,000	1$1,001–$15,000	Jan 8, 2020	Sep 16, 2020	▲ 155.0%−0.6 pts vs S&P
PGProcter & Gamble	1$1,001–$15,000	1$1,001–$15,000	Apr 1, 2015	Jan 9, 2017	—
QSQuantumscape Corp	1$1,001–$15,000	1$1,001–$15,000	Nov 15, 2021	Nov 24, 2021	▼ 90.0%−162.4 pts vs S&P
VVisa Inc.	2$2,002–$30,000	0	Jun 15, 2015	Jan 17, 2017	—
AEPAmerican Electric Power	0	1$1,001–$15,000	May 25, 2021	May 25, 2021	—
ALLEAllegion	0	1$1,001–$15,000	Dec 6, 2016	Dec 6, 2016	—
BXBlackstone Inc.	1$1,001–$15,000	0	Jun 17, 2019	Jun 17, 2019	—
BXMTBlackstone Mortgage Trust, Inc.	1$1,001–$15,000	0	Jun 17, 2019	Jun 17, 2019	▼ 35.2%−226.0 pts vs S&P
CAHCardinal Health	0	1$1,001–$15,000	Feb 27, 2018	Feb 27, 2018	—
COHRCoherent Corp.	0	1$1,001–$15,000	Dec 21, 2022	Dec 21, 2022	—
CQPCheniere Energy Partners, L.p.	0	1$1,001–$15,000	Dec 8, 2017	Dec 8, 2017	—
CSXCSX Corporation	0	1$1,001–$15,000	Apr 7, 2015	Apr 7, 2015	—
CTVACorteva, Inc.	0	1$1,001–$15,000	May 11, 2021	May 11, 2021	—
DDDuPont	0	1$1,001–$15,000	Aug 4, 2022	Aug 4, 2022	—
DISThe Walt Disney Company	0	1$15,001–$50,000	Apr 12, 2016	Apr 12, 2016	—
DOWDow Inc.	0	1$1,001–$15,000	Dec 11, 2019	Dec 11, 2019	—
EMREmerson Electric	1$1,001–$15,000	0	Jul 31, 2020	Jul 31, 2020	▲ 205.5%+54.1 pts vs S&P
GOOGLAlphabet Inc. (Class A)	1$15,001–$50,000	0	Feb 2, 2022	Feb 2, 2022	▲ 90.4%+14.7 pts vs S&P
HSYThe Hershey Company	0	1$1,001–$15,000	Jul 5, 2016	Jul 5, 2016	—
IBMIBM	1$1,001–$15,000	0	Feb 8, 2021	Feb 8, 2021	▲ 164.3%+55.8 pts vs S&P
INTCIntel	0	1$15,001–$50,000	Dec 21, 2022	Dec 21, 2022	—
IRIngersoll Rand	0	1$1,001–$15,000	May 11, 2021	May 11, 2021	—
KHCKraft Heinz	0	1$937–$937	Oct 28, 2019	Oct 28, 2019	—
LLYLilly (Eli)	0	1$1,001–$15,000	Aug 4, 2022	Aug 4, 2022	—
MDLZMondelez International	0	1$1,001–$15,000	Jun 30, 2016	Jun 30, 2016	—
MRKMerck & Co.	1$1,001–$15,000	0	Nov 26, 2021	Nov 26, 2021	▲ 111.5%+35.8 pts vs S&P
NOVNOV Inc.	0	1$1,001–$15,000	Nov 25, 2015	Nov 25, 2015	—
OGSONE Gas, Inc.	1$1,001–$15,000	0	May 5, 2015	May 5, 2015	—
PFEPfizer	0	1$1,001–$15,000	Nov 16, 2020	Nov 16, 2020	—
SJMThe J.M. Smucker Company	0	1$15,001–$50,000	Jan 8, 2020	Jan 8, 2020	—
TGTTarget Corporation	1$15,001–$50,000	0	Jan 6, 2022	Jan 6, 2022	▼ 22.7%−94.4 pts vs S&P
VFCVF Corporation	0	1$1,001–$15,000	Apr 13, 2016	Apr 13, 2016	—
VODVodafone Group Public LTD Co	0	1$1,001–$15,000	Nov 12, 2015	Nov 12, 2015	—
VZVerizon	1$1,001–$15,000	0	Jan 8, 2020	Jan 8, 2020	▲ 13.2%−142.4 pts vs S&P
WRBW. R. Berkley Corporation	0	1$1,001–$15,000	May 4, 2015	May 4, 2015	—

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. Click a column heading to sort.

Bob Gibbs: trades in companies we cover
					Report
COHRCoherent Corp.	Sale (full)$1,001 - $15,000	Dec 22, 2022	Dec 21, 2022	▲ 514.7%+410.0 pts vs S&P	Filing for COHR on Dec 21, 2022
INTCIntel	Sale (full)$15,001 - $50,000	Dec 22, 2022	Dec 21, 2022	▲ 133.8%+29.1 pts vs S&P	Filing for INTC on Dec 21, 2022
MDTMedtronic	Sale (full)$15,001 - $50,000	Dec 22, 2022	Dec 21, 2022	▲ 44.9%−59.8 pts vs S&P	Filing for MDT on Dec 21, 2022
FFord Motor Company	Sale (full)$1,001 - $15,000	Oct 31, 2022	Oct 27, 2022	▲ 24.6%−84.4 pts vs S&P	Filing for F on Oct 27, 2022
AAPLApple Inc.	Purchase$1,001 - $15,000	Sep 6, 2022	Sep 6, 2022	▲ 118.4%+14.3 pts vs S&P	Filing for AAPL on Sep 6, 2022
AAPLApple Inc.	Purchase$1,001 - $15,000	Sep 6, 2022	Sep 6, 2022	▲ 118.4%+14.3 pts vs S&P	Filing for AAPL on Sep 6, 2022
DDDuPont	Sale (partial)$1,001 - $15,000	Aug 5, 2022	Aug 4, 2022	▲ 125.5%+32.9 pts vs S&P	Filing for DD on Aug 4, 2022
LLYLilly (Eli)	Sale (partial)$1,001 - $15,000	Aug 5, 2022	Aug 4, 2022	▲ 376.5%+284.0 pts vs S&P	Filing for LLY on Aug 4, 2022
FFord Motor Company	Purchase$1,001 - $15,000	Jun 27, 2022	Jun 23, 2022	▲ 41.6%−69.4 pts vs S&P	Filing for F on Jun 23, 2022
AAPLApple Inc.	Purchase$1,001 - $15,000	May 16, 2022	May 11, 2022	▲ 130.7%+26.8 pts vs S&P	Filing for AAPL on May 11, 2022
GOOGLAlphabet Inc. (Class A)	Purchase$15,001 - $50,000	Feb 6, 2022	Feb 2, 2022	▲ 90.4%+14.7 pts vs S&P	Filing for GOOGL on Feb 2, 2022
TGTTarget Corporation	Purchase$15,001 - $50,000	Jan 6, 2022	Jan 6, 2022	▼ 22.7%−94.4 pts vs S&P	Filing for TGT on Jan 6, 2022
AAPLApple Inc.	Purchase$1,001 - $15,000	Dec 23, 2021	Dec 22, 2021	▲ 92.9%+21.2 pts vs S&P	Filing for AAPL on Dec 22, 2021
TAT&T	Purchase$1,001 - $15,000	Dec 23, 2021	Dec 22, 2021	▲ 51.3%−20.5 pts vs S&P	Filing for T on Dec 22, 2021
BABoeing	Sale (partial)$15,001 - $50,000	Dec 23, 2021	Dec 22, 2021	▼ 13.9%−85.7 pts vs S&P	Filing for BA on Dec 22, 2021
ABBVAbbVie	Purchase$1,001 - $15,000	Nov 28, 2021	Nov 26, 2021	▲ 192.6%+116.9 pts vs S&P	Filing for ABBV on Nov 26, 2021
TAT&T	Purchase$1,001 - $15,000	Nov 28, 2021	Nov 26, 2021	▲ 54.8%−20.8 pts vs S&P	Filing for T on Nov 26, 2021
MRKMerck & Co.	Purchase$1,001 - $15,000	Nov 28, 2021	Nov 26, 2021	▲ 111.5%+35.8 pts vs S&P	Filing for MRK on Nov 26, 2021
QSQuantumscape Corp	Sale (full)$1,001 - $15,000	Nov 28, 2021	Nov 24, 2021	▼ 87.3%−159.1 pts vs S&P	Filing for QS on Nov 24, 2021
STMStmicroelectronics N.V.	Sale (full)$15,001 - $50,000	Nov 28, 2021	Nov 24, 2021	▲ 2.7%−69.1 pts vs S&P	Filing for STM on Nov 24, 2021
STMStmicroelectronics N.V.	Purchase$1,001 - $15,000	Nov 21, 2021	Nov 16, 2021	▼ 1.5%−73.3 pts vs S&P	Filing for STM on Nov 16, 2021
MRVLMarvell Technology	Sale (full)$15,001 - $50,000	Nov 21, 2021	Nov 15, 2021	▲ 138.4%+65.9 pts vs S&P	Filing for MRVL on Nov 15, 2021
QSQuantumscape Corp	Purchase$1,001 - $15,000	Nov 21, 2021	Nov 15, 2021	▼ 90.0%−162.4 pts vs S&P	Filing for QS on Nov 15, 2021
XOMExxonMobil	Purchase$1,001 - $15,000	Nov 14, 2021	Nov 9, 2021	▲ 219.0%+146.5 pts vs S&P	Filing for XOM on Nov 9, 2021
NEONeogenomics Inc	Sale (full)$1,001 - $15,000	Nov 14, 2021	Nov 9, 2021	▼ 60.8%−133.3 pts vs S&P	Filing for NEO on Nov 9, 2021
AEPAmerican Electric Power	Sale (full)$1,001 - $15,000	May 28, 2021	May 25, 2021	▲ 81.9%−12.2 pts vs S&P	Filing for AEP on May 25, 2021
STMStmicroelectronics N.V.	Purchase$1,001 - $15,000	May 28, 2021	May 25, 2021	▲ 37.3%−56.7 pts vs S&P	Filing for STM on May 25, 2021
STMStmicroelectronics N.V.	Purchase$1,001 - $15,000	May 28, 2021	May 25, 2021	▲ 37.3%−56.7 pts vs S&P	Filing for STM on May 25, 2021
CTVACorteva, Inc.	Sale (full)$1,001 - $15,000	May 28, 2021	May 11, 2021	▲ 76.9%−19.0 pts vs S&P	Filing for CTVA on May 11, 2021
IRIngersoll Rand	Sale (full)$1,001 - $15,000	May 28, 2021	May 11, 2021	▲ 75.8%−20.2 pts vs S&P	Filing for IR on May 11, 2021
IBMIBM	Purchase$1,001 - $15,000	Feb 18, 2021	Feb 8, 2021	▲ 164.3%+55.8 pts vs S&P	Filing for IBM on Feb 8, 2021
BRKRBruker Corp	Sale (full)$1,001 - $15,000	Dec 24, 2020	Nov 27, 2020	▲ 13.1%−111.7 pts vs S&P	Filing for BRKR on Nov 27, 2020
ABBVAbbVie	Purchase$15,001 - $50,000	Nov 22, 2020	Nov 17, 2020	▲ 260.1%+133.4 pts vs S&P	Filing for ABBV on Nov 17, 2020
PFEPfizer	Sale (full)$1,001 - $15,000	Nov 22, 2020	Nov 16, 2020	▲ 13.4%−112.0 pts vs S&P	Filing for PFE on Nov 16, 2020
ORCLOracle Corporation	Sale (full)$1,001 - $15,000	Sep 28, 2020	Sep 16, 2020	▲ 126.4%−15.9 pts vs S&P	Filing for ORCL on Sep 16, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000	Sep 9, 2020	Sep 2, 2020	▲ 159.9%+30.5 pts vs S&P	Filing for AAPL on Sep 2, 2020
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Aug 25, 2020	Aug 21, 2020	▲ 106.7%−35.1 pts vs S&P	Filing for JNJ on Aug 21, 2020
EMREmerson Electric	Purchase$1,001 - $15,000	Aug 4, 2020	Jul 31, 2020	▲ 205.5%+54.1 pts vs S&P	Filing for EMR on Jul 31, 2020
MPCMarathon Petroleum	Sale (full)$1,001 - $15,000	Feb 1, 2020	Jan 24, 2020	▲ 859.0%+706.8 pts vs S&P	Filing for MPC on Jan 24, 2020
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Jan 13, 2020	Jan 8, 2020	▲ 18.6%−137.0 pts vs S&P	Filing for NLY on Jan 8, 2020
AAPLApple Inc.	Purchase$15,001 - $50,000	Jan 13, 2020	Jan 8, 2020	▲ 353.7%+198.1 pts vs S&P	Filing for AAPL on Jan 8, 2020
SJMThe J.M. Smucker Company	Sale (full)$15,001 - $50,000	Jan 13, 2020	Jan 8, 2020	▲ 55.2%−100.4 pts vs S&P	Filing for SJM on Jan 8, 2020
ORCLOracle Corporation	Purchase$1,001 - $15,000	Jan 13, 2020	Jan 8, 2020	▲ 155.0%−0.6 pts vs S&P	Filing for ORCL on Jan 8, 2020
VZVerizon	Purchase$1,001 - $15,000	Jan 13, 2020	Jan 8, 2020	▲ 13.2%−142.4 pts vs S&P	Filing for VZ on Jan 8, 2020
AAPLApple Inc.	Purchase$15,001 - $50,000	Jan 6, 2020	Jan 2, 2020	▲ 358.0%+202.7 pts vs S&P	Filing for AAPL on Jan 2, 2020
XOMExxonMobil	Sale (full)$15,001 - $50,000	Jan 6, 2020	Jan 2, 2020	▲ 237.7%+82.4 pts vs S&P	Filing for XOM on Jan 2, 2020
TAT&T	Purchase$1,001 - $15,000	Dec 23, 2019	Dec 23, 2019	▲ 15.3%−142.9 pts vs S&P	Filing for T on Dec 23, 2019
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Dec 20, 2019	Dec 19, 2019	▲ 20.7%−139.0 pts vs S&P	Filing for NLY on Dec 19, 2019
AAPLApple Inc.	Purchase$1,001 - $15,000	Dec 20, 2019	Dec 19, 2019	▲ 391.3%+231.6 pts vs S&P	Filing for AAPL on Dec 19, 2019
NEONeogenomics Inc	Purchase$1,001 - $15,000	Dec 20, 2019	Dec 19, 2019	▼ 38.7%−198.4 pts vs S&P	Filing for NEO on Dec 19, 2019
BABoeing	Purchase$1,001 - $15,000	Dec 20, 2019	Dec 17, 2019	▼ 46.6%−207.3 pts vs S&P	Filing for BA on Dec 17, 2019
DOWDow Inc.	Sale (full)$1,001 - $15,000	Dec 20, 2019	Dec 11, 2019	▼ 7.9%−173.0 pts vs S&P	Filing for DOW on Dec 11, 2019
BRKRBruker Corp	Purchase$1,001 - $15,000	Nov 26, 2019	Nov 14, 2019	▲ 17.0%−152.3 pts vs S&P	Filing for BRKR on Nov 14, 2019
TAT&T	Purchase$1,001 - $15,000	Nov 26, 2019	Nov 13, 2019	▲ 15.0%−154.6 pts vs S&P	Filing for T on Nov 13, 2019
MRVLMarvell Technology	Purchase$1,001 - $15,000	Nov 6, 2019	Nov 5, 2019	▲ 550.9%+379.4 pts vs S&P	Filing for MRVL on Nov 5, 2019
FFord Motor Company	Sale (full)$1,001 - $15,000	Nov 6, 2019	Oct 28, 2019	▲ 96.6%−78.2 pts vs S&P	Filing for F on Oct 28, 2019
KHCKraft Heinz	Sale (full)$937.42	Nov 6, 2019	Oct 28, 2019	▲ 22.1%−152.6 pts vs S&P	Filing for KHC on Oct 28, 2019
BXMTBlackstone Mortgage Trust, Inc.	Purchase$1,001 - $15,000	Jun 18, 2019	Jun 17, 2019	▼ 35.2%−226.0 pts vs S&P	Filing for BXMT on Jun 17, 2019
BXBlackstone Inc.	Purchase$1,001 - $15,000	Jun 18, 2019	Jun 17, 2019	—	Filing for BX on Jun 17, 2019
BABoeing	Purchase$15,001 - $50,000	Jun 18, 2019	Jun 11, 2019	▼ 49.4%−240.6 pts vs S&P	Filing for BA on Jun 11, 2019
UNPUnion Pacific Corporation	Purchase$15,001 - $50,000	May 28, 2019	May 21, 2019	▲ 105.6%−88.0 pts vs S&P	Filing for UNP on May 21, 2019
BABoeing	Sale (full)$50,001 - $100,000	May 3, 2019	Apr 29, 2019	▼ 53.1%−239.4 pts vs S&P	Filing for BA on Apr 29, 2019
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Mar 31, 2019	Mar 26, 2019	▲ 22.1%−177.2 pts vs S&P	Filing for NLY on Mar 26, 2019
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Mar 25, 2019	Mar 22, 2019	▲ 22.2%−179.0 pts vs S&P	Filing for NLY on Mar 22, 2019
AAPLApple Inc.	Purchase$1,001 - $15,000	Jan 13, 2019	Jan 8, 2019	▲ 826.2%+597.1 pts vs S&P	Filing for AAPL on Jan 8, 2019
BABoeing	Purchase$15,001 - $50,000	Oct 4, 2018	Oct 4, 2018	▼ 54.0%−247.6 pts vs S&P	Filing for BA on Oct 4, 2018
UNPUnion Pacific Corporation	Purchase$1,001 - $15,000	Oct 4, 2018	Oct 4, 2018	▲ 121.2%−72.5 pts vs S&P	Filing for UNP on Oct 4, 2018
MAMastercard	Purchase$15,001 - $50,000	Sep 19, 2018	Sep 19, 2018	▲ 210.8%+17.6 pts vs S&P	Filing for MA on Sep 19, 2018
NLYAnnaly Capital Management Inc	Sale (full)$15,001 - $50,000	Sep 19, 2018	Sep 6, 2018	▲ 23.2%−173.1 pts vs S&P	Filing for NLY on Sep 6, 2018
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Sep 3, 2018	Aug 27, 2018	▲ 25.3%−169.3 pts vs S&P	Filing for NLY on Aug 27, 2018
NLYAnnaly Capital Management Inc	Sale (full)$15,001 - $50,000	Jul 3, 2018	Jul 3, 2018	▲ 27.1%−188.0 pts vs S&P	Filing for NLY on Jul 3, 2018
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Jul 3, 2018	Jun 13, 2018	▲ 31.2%−177.2 pts vs S&P	Filing for NLY on Jun 13, 2018
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Jun 9, 2018	May 30, 2018	▲ 472.2%+257.6 pts vs S&P	Filing for MSFT on May 30, 2018
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	May 28, 2018	May 24, 2018	▲ 31.4%−183.0 pts vs S&P	Filing for NLY on May 24, 2018
TAT&T	Sale (full)$15,001 - $50,000	May 28, 2018	May 21, 2018	▲ 56.0%−157.8 pts vs S&P	Filing for T on May 21, 2018
CATCaterpillar Inc.	Purchase$15,001 - $50,000	Apr 24, 2018	Apr 17, 2018	▲ 385.7%+168.3 pts vs S&P	Filing for CAT on Apr 17, 2018
KOThe Coca-Cola Company	Sale (full)$15,001 - $50,000	Apr 24, 2018	Apr 17, 2018	▲ 174.2%−43.3 pts vs S&P	Filing for KO on Apr 17, 2018
MSFTMicrosoft Corporation	Purchase$15,001 - $50,000	Apr 24, 2018	Apr 11, 2018	▲ 519.0%+293.9 pts vs S&P	Filing for MSFT on Apr 11, 2018
AMZNAmazon	Sale (full)$15,001 - $50,000	Apr 24, 2018	Mar 29, 2018	▲ 248.2%+22.3 pts vs S&P	Filing for AMZN on Mar 29, 2018
AMZNAmazon	Sale (full)$15,001 - $50,000	Apr 9, 2018	Mar 29, 2018	▲ 248.2%+22.3 pts vs S&P	Filing for AMZN on Mar 29, 2018
NLYAnnaly Capital Management Inc	Sale (full)$1,001 - $15,000	Apr 9, 2018	Mar 29, 2018	▲ 31.1%−194.8 pts vs S&P	Filing for NLY on Mar 29, 2018
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Mar 16, 2018	Mar 9, 2018	▲ 36.1%−172.7 pts vs S&P	Filing for NLY on Mar 9, 2018
CAHCardinal Health	Sale (full)$1,001 - $15,000	Mar 3, 2018	Feb 27, 2018	▲ 362.1%+148.4 pts vs S&P	Filing for CAH on Feb 27, 2018
AAPLApple Inc.	Purchase$1,001 - $15,000	Feb 16, 2018	Feb 5, 2018	▲ 805.6%+579.4 pts vs S&P	Filing for AAPL on Feb 5, 2018
CQPCheniere Energy Partners, L.p.	Sale (full)$1,001 - $15,000	Dec 11, 2017	Dec 8, 2017	▲ 302.7%+76.7 pts vs S&P	Filing for CQP on Dec 8, 2017
AAPLApple Inc.	Purchase$15,001 - $50,000	Dec 11, 2017	Nov 28, 2017	▲ 718.9%+489.6 pts vs S&P	Filing for AAPL on Nov 28, 2017
BABoeing	Purchase$1,001 - $15,000	Nov 5, 2017	Oct 31, 2017	▼ 29.0%−265.5 pts vs S&P	Filing for BA on Oct 31, 2017
NLYAnnaly Capital Management Inc	Sale (full)$1,001 - $15,000	Oct 10, 2017	Oct 5, 2017	▲ 16.6%−223.3 pts vs S&P	Filing for NLY on Oct 5, 2017
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Oct 10, 2017	Oct 5, 2017	▲ 495.3%+255.5 pts vs S&P	Filing for CAT on Oct 5, 2017
HONHoneywell Technologies	Purchase$1,001 - $15,000	Oct 10, 2017	Oct 5, 2017	▲ 98.4%−141.5 pts vs S&P	Filing for HON on Oct 5, 2017
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Oct 1, 2017	Sep 20, 2017	▲ 19.6%−226.5 pts vs S&P	Filing for NLY on Sep 20, 2017
HONHoneywell Technologies	Purchase$1,001 - $15,000	Sep 10, 2017	Sep 1, 2017	▲ 106.2%−144.7 pts vs S&P	Filing for HON on Sep 1, 2017
NLYAnnaly Capital Management Inc	Sale (full)$15,001 - $50,000	Sep 10, 2017	Aug 22, 2017	▲ 18.8%−235.6 pts vs S&P	Filing for NLY on Aug 22, 2017
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Aug 6, 2017	Jul 17, 2017	▲ 20.6%−233.6 pts vs S&P	Filing for NLY on Jul 17, 2017
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Jul 5, 2017	Jun 20, 2017	▲ 22.4%−235.5 pts vs S&P	Filing for NLY on Jun 20, 2017
XOMExxonMobil	Purchase$1,001 - $15,000	Mar 27, 2017	Mar 22, 2017	▲ 228.7%−44.3 pts vs S&P	Filing for XOM on Mar 22, 2017
NTAPNetApp	Purchase$1,001 - $15,000	Feb 6, 2017	Feb 6, 2017	▲ 527.0%+243.6 pts vs S&P	Filing for NTAP on Feb 6, 2017
UNPUnion Pacific Corporation	Purchase$1,001 - $15,000	Feb 6, 2017	Feb 6, 2017	▲ 250.9%−32.5 pts vs S&P	Filing for UNP on Feb 6, 2017
BABoeing	Purchase$15,001 - $50,000	Feb 6, 2017	Jan 30, 2017	▲ 13.2%−272.6 pts vs S&P	Filing for BA on Jan 30, 2017
VVisa Inc.	Purchase$1,001 - $15,000	Jan 17, 2017	Jan 17, 2017	▲ 454.6%+166.6 pts vs S&P	Filing for V on Jan 17, 2017
PGProcter & Gamble	Sale (full)$1,001 - $15,000	Jan 17, 2017	Jan 9, 2017	▲ 151.4%−136.3 pts vs S&P	Filing for PG on Jan 9, 2017
NTAPNetApp	Purchase$1,001 - $15,000	Dec 30, 2016	Dec 16, 2016	▲ 563.4%+273.3 pts vs S&P	Filing for NTAP on Dec 16, 2016
ALLEAllegion	Sale (full)$1,001 - $15,000	Dec 16, 2016	Dec 6, 2016	▲ 228.6%−69.7 pts vs S&P	Filing for ALLE on Dec 6, 2016
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Sep 12, 2016	Sep 12, 2016	▲ 54.5%−255.7 pts vs S&P	Filing for NLY on Sep 12, 2016
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Sep 12, 2016	Sep 8, 2016	▲ 51.5%−254.6 pts vs S&P	Filing for NLY on Sep 8, 2016
KTOSKratos Defense & Security Solutions, Inc.	Sale (full)$1,001 - $15,000	Sep 12, 2016	Sep 8, 2016	▲ 492.9%+186.8 pts vs S&P	Filing for KTOS on Sep 8, 2016
AAPLApple Inc.	Sale (full)$15,001 - $50,000	Sep 6, 2016	Sep 1, 2016	▲ 1256.2%+947.9 pts vs S&P	Filing for AAPL on Sep 1, 2016
MPCMarathon Petroleum	Purchase$1,001 - $15,000	Aug 31, 2016	Aug 31, 2016	▲ 1258.6%+950.4 pts vs S&P	Filing for MPC on Aug 31, 2016
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Aug 5, 2016	Jul 28, 2016	▲ 182.3%−127.1 pts vs S&P	Filing for JNJ on Jul 28, 2016
TAT&T	Purchase$1,001 - $15,000	Jul 9, 2016	Jul 5, 2016	▲ 33.8%−292.0 pts vs S&P	Filing for T on Jul 5, 2016
XOMExxonMobil	Purchase$15,001 - $50,000	Jul 9, 2016	Jul 5, 2016	▲ 196.7%−129.1 pts vs S&P	Filing for XOM on Jul 5, 2016
MDTMedtronic	Purchase$15,001 - $50,000	Jul 9, 2016	Jul 5, 2016	▲ 49.4%−276.4 pts vs S&P	Filing for MDT on Jul 5, 2016
HSYThe Hershey Company	Sale (full)$1,001 - $15,000	Jul 9, 2016	Jul 5, 2016	▲ 94.7%−231.1 pts vs S&P	Filing for HSY on Jul 5, 2016
NLYAnnaly Capital Management Inc	Sale (full)$15,001 - $50,000	Jul 9, 2016	Jun 30, 2016	▲ 49.0%−274.7 pts vs S&P	Filing for NLY on Jun 30, 2016
MDLZMondelez International	Sale (full)$1,001 - $15,000	Jul 9, 2016	Jun 30, 2016	▲ 83.7%−240.0 pts vs S&P	Filing for MDLZ on Jun 30, 2016
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Jun 26, 2016	Jun 23, 2016	▲ 57.6%−263.4 pts vs S&P	Filing for NLY on Jun 23, 2016
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Jun 12, 2016	Jun 7, 2016	▲ 57.6%−263.8 pts vs S&P	Filing for NLY on Jun 7, 2016
KOThe Coca-Cola Company	Purchase$15,001 - $50,000	Jun 12, 2016	Jun 7, 2016	▲ 190.0%−131.4 pts vs S&P	Filing for KO on Jun 7, 2016
BUDAnheuser-busch Inbev SA	Sale (full)$50,001 - $100,000	Jun 12, 2016	Jun 6, 2016	—	Filing for BUD on Jun 6, 2016
BUDAnheuser-busch Inbev SA	Purchase$50,001 - $100,000	May 1, 2016	Apr 25, 2016	—	Filing for BUD on Apr 25, 2016
NLYAnnaly Capital Management Inc	Sale (full)$1,001 - $15,000	May 1, 2016	Apr 25, 2016	▲ 63.3%−264.3 pts vs S&P	Filing for NLY on Apr 25, 2016
VFCVF Corporation	Sale (full)$1,001 - $15,000	Apr 17, 2016	Apr 13, 2016	▼ 54.9%−383.7 pts vs S&P	Filing for VFC on Apr 13, 2016
DISThe Walt Disney Company	Sale (full)$15,001 - $50,000	Apr 17, 2016	Apr 12, 2016	▲ 28.2%−305.0 pts vs S&P	Filing for DIS on Apr 12, 2016
AAPLApple Inc.	Purchase$1,001 - $15,000	Jan 27, 2016	Jan 27, 2016	▲ 1475.8%+1099.2 pts vs S&P	Filing for AAPL on Jan 27, 2016
NLYAnnaly Capital Management Inc	Purchase$1,001 - $15,000	Jan 27, 2016	Jan 21, 2016	▲ 100.9%−279.4 pts vs S&P	Filing for NLY on Jan 21, 2016
MAMastercard	Purchase$1,001 - $15,000	Dec 22, 2015	Dec 10, 2015	▲ 608.6%+270.5 pts vs S&P	Filing for MA on Dec 10, 2015
AMZNAmazon	Purchase$1,001 - $15,000	Dec 21, 2015	Dec 8, 2015	▲ 644.0%+308.2 pts vs S&P	Filing for AMZN on Dec 8, 2015
NOVNOV Inc.	Sale (full)$1,001 - $15,000	Nov 30, 2015	Nov 25, 2015	▼ 42.9%−373.8 pts vs S&P	Filing for NOV on Nov 25, 2015
BUDAnheuser-busch Inbev SA	Purchase$1,001 - $15,000	Dec 21, 2015	Nov 23, 2015	—	Filing for BUD on Nov 23, 2015
VODVodafone Group Public LTD Co	Sale (full)$1,001 - $15,000	Nov 22, 2015	Nov 12, 2015	—	Filing for VOD on Nov 12, 2015
KTOSKratos Defense & Security Solutions, Inc.	Purchase$1,001 - $15,000	Nov 22, 2015	Nov 9, 2015	▲ 712.9%+379.4 pts vs S&P	Filing for KTOS on Nov 9, 2015
VVisa Inc.	Purchase$1,001 - $15,000	Jun 20, 2015	Jun 15, 2015	—	Filing for V on Jun 15, 2015
OGSONE Gas, Inc.	Purchase$1,001 - $15,000	May 10, 2015	May 5, 2015	—	Filing for OGS on May 5, 2015
WRBW. R. Berkley Corporation	Sale (full)$1,001 - $15,000	May 10, 2015	May 4, 2015	—	Filing for WRB on May 4, 2015
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Apr 21, 2015	Apr 9, 2015	—	Filing for CAT on Apr 9, 2015
CSXCSX Corporation	Sale (full)$1,001 - $15,000	Apr 8, 2015	Apr 7, 2015	—	Filing for CSX on Apr 7, 2015
PGProcter & Gamble	Purchase$1,001 - $15,000	Apr 8, 2015	Apr 1, 2015	—	Filing for PG on Apr 1, 2015

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	−0.8%	−1.4%	40%	80	−0.6% (80)
Purchases	90 days	−0.9%	−0.2%	46%	80	−0.6% (80)
Sales	30 days	−0.6%	−1.6%	44%	46	−1.3% (46)
Sales	90 days	−4.7%	−1.9%	35%	46	−4.4% (46)

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 22, 2022 3 stock or option trades · COHR, INTC, MDT
Report filed Oct 31, 2022 1 stock or option trade · F
Report filed Sep 6, 2022 2 stock or option trades · AAPL
Report filed Aug 5, 2022 3 stock or option trades · DD, LLY
Report filed Jun 27, 2022 1 stock or option trade · F
Report filed May 16, 2022 1 stock or option trade · AAPL
Report filed Feb 6, 2022 1 stock or option trade · GOOGL
Report filed Jan 6, 2022 1 stock or option trade · TGT
Report filed Dec 23, 2021 3 stock or option trades · AAPL, T, BA
Report filed Nov 28, 2021 5 stock or option trades · ABBV, T, MRK, QS, STM
Report filed Nov 21, 2021 3 stock or option trades · MRVL, QS, STM
Report filed Nov 14, 2021 2 stock or option trades · XOM, NEO
Report filed Jul 7, 2021 1 stock or option trade
Report filed May 28, 2021 5 stock or option trades · AEP, CTVA, IR, STM
Report filed Apr 9, 2021 1 stock or option trade
Report filed Feb 18, 2021 1 stock or option trade · IBM
Report filed Dec 24, 2020 1 stock or option trade · BRKR
Report filed Nov 22, 2020 2 stock or option trades · ABBV, PFE
Report filed Sep 28, 2020 1 stock or option trade · ORCL
Report filed Sep 9, 2020 1 stock or option trade · AAPL
Report filed Aug 25, 2020 1 stock or option trade · JNJ
Report filed Aug 4, 2020 1 stock or option trade · EMR
Report filed Jun 5, 2020 1 stock or option trade
Report filed Feb 1, 2020 1 stock or option trade · MPC
Report filed Jan 13, 2020 5 stock or option trades · NLY, AAPL, SJM, ORCL, VZ
Report filed Jan 6, 2020 2 stock or option trades · AAPL, XOM
Report filed Dec 23, 2019 1 stock or option trade · T
Report filed Dec 20, 2019 8 stock or option trades · NLY, AAPL, BA, DOW, NEO
Report filed Nov 26, 2019 2 stock or option trades · T, BRKR
Report filed Nov 6, 2019 4 stock or option trades · F, MRVL, KHC
Report filed Jun 18, 2019 3 stock or option trades · BXMT, BA, BX
Report filed May 28, 2019 1 stock or option trade · UNP
Report filed May 3, 2019 1 stock or option trade · BA
Report filed Mar 31, 2019 1 stock or option trade · NLY
Report filed Mar 25, 2019 1 stock or option trade · NLY
Report filed Jan 13, 2019 2 stock or option trades · AAPL
Report filed Oct 4, 2018 2 stock or option trades · BA, UNP
Report filed Sep 19, 2018 2 stock or option trades · NLY, MA
Report filed Sep 3, 2018 1 stock or option trade · NLY
Report filed Jul 3, 2018 2 stock or option trades · NLY
Report filed Jun 9, 2018 1 stock or option trade · MSFT
Report filed May 28, 2018 2 stock or option trades · NLY, T
Report filed Apr 24, 2018 1 stock or option trade · AMZN
Report filed Apr 24, 2018 4 stock or option trades · CAT, KO, MSFT
Report filed Apr 9, 2018 2 stock or option trades · AMZN, NLY
Report filed Mar 16, 2018 1 stock or option trade · NLY
Report filed Mar 3, 2018 1 stock or option trade · CAH
Report filed Feb 16, 2018 1 stock or option trade · AAPL
Report filed Jan 24, 2018 1 stock or option trade
Report filed Dec 11, 2017 2 stock or option trades · AAPL, CQP
Report filed Nov 5, 2017 3 stock or option trades · BA
Report filed Oct 10, 2017 3 stock or option trades · NLY, CAT, HON
Report filed Oct 1, 2017 1 stock or option trade · NLY
Report filed Sep 10, 2017 2 stock or option trades · NLY, HON
Report filed Aug 6, 2017 1 stock or option trade · NLY
Report filed Jul 5, 2017 1 stock or option trade · NLY
Report filed Mar 27, 2017 2 stock or option trades · XOM
Report filed Feb 6, 2017 1 stock or option trade · UNP
Report filed Feb 6, 2017 2 stock or option trades · BA, NTAP
Report filed Jan 17, 2017 2 stock or option trades · PG, V

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