undamentalytics Newsletter

Bradley Scott Schneider: stock trades

Democrat, Representative for IL's 10th 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.

  • Financials25% of trades 28 trades: 8 purchases, 20 sales
  • Technology25% of trades 28 trades: 13 purchases, 15 sales
  • Consumer Discretionary14% of trades 15 trades: 6 purchases, 9 sales
  • Health Care13% of trades 14 trades: 8 purchases, 6 sales
  • Communication Services8% of trades 9 trades: 1 purchases, 8 sales
  • Industrials8% of trades 9 trades: 2 purchases, 7 sales

Would copying Bradley Scott Schneider’s trades have beaten the S&P 500?

Copying Bradley Scott Schneider’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 20, 2015 into $110,865 by November 2, 2026, against $45,437 in the S&P 500: +22.7% a year against +13.7%, with a beta of 1.00. Selling each purchase after 6 months instead would have made +7.8% a year. Six months after each report, the average share purchase was +4.9% against the S&P 500 (median +4.6%), 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 +4.1%. Reports arrived a median of 20 days after the trade. 5 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$50.0k$100k 201520172019202120232025 $111k$45.4k
Copying Bradley Scott SchneiderS&P 500, buy and hold $10,000 copying Bradley Scott Schneider’s disclosed holdings from January 20, 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.
Bradley Scott Schneider: trades against the S&P 500 afterwards
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 40 +4.6% +4.0% 68% 2.74 Strong evidence: ahead
Purchases, 6 months after the report 40 +4.9% +4.6% 60% 1.67 Some evidence: ahead
Purchases, 3 months after the trade 40 +2.4% +3.4% 60% 1.32 No reliable evidence
Purchases, 6 months after the trade 40 +4.1% +7.3% 63% 1.34 No reliable evidence
Sales, 6 months after the report 70 +0.2% +2.0% 46% 0.09 No reliable evidence
Return a year, copying
+22.7%
S&P 500, same dates
+13.7%
Yearly swing (S&P 500)
31% (17%)
Sharpe ratio (S&P 500)
0.74 (0.70)
Biggest drop (S&P 500)
−53% (−34%)
Market sensitivity (beta)
1.00

“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 Bradley Scott Schneider 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.

Bradley Scott Schneider: companies traded
TRUPTrupanion, Inc. 0 10$1.2M–$2.5M Oct 10, 2018 Dec 10, 2021 —
PGRProgressive Corporation 3$300,003–$750,000 2$350,002–$750,000 Apr 17, 2018 Jun 19, 2019 ▲ 376.9%+160.3 pts vs S&P
BABAAlibaba Group Holding Ltd 2$200,002–$500,000 2$200,002–$500,000 Mar 10, 2017 Jun 20, 2019 —
FISVFiserv 2$150,002–$350,000 2$150,002–$350,000 May 3, 2019 Jun 20, 2019 ▼ 40.1%−225.5 pts vs S&P
JPMJPMorgan Chase 2$200,002–$500,000 2$200,002–$500,000 Oct 23, 2017 May 4, 2018 ▲ 334.9%+97.9 pts vs S&P
LHLabcorp 2$350,002–$750,000 2$350,002–$750,000 Mar 10, 2017 Sep 5, 2018 ▲ 203.3%−65.1 pts vs S&P
PTCPTC Inc. 2$200,002–$500,000 2$150,002–$350,000 Sep 14, 2018 May 7, 2019 ▲ 83.9%−108.9 pts vs S&P
TDOCTeladoc Health, Inc. 3$165,003–$400,000 1$250,001–$500,000 Jun 4, 2017 Jun 19, 2019 ▼ 73.3%−330.6 pts vs S&P
TTDTrade Desk, Inc. 2$150,002–$350,000 2$350,002–$750,000 Aug 22, 2018 Jun 20, 2019 ▼ 3.2%−200.8 pts vs S&P
TXNTexas Instruments 2$150,002–$350,000 2$200,002–$500,000 Sep 22, 2017 Jun 20, 2019 —
CDWCDW Corporation 2$200,002–$500,000 1$100,001–$250,000 Feb 12, 2019 Mar 11, 2019 ▲ 79.4%−128.1 pts vs S&P
GOOGLAlphabet Inc. (Class A) 0 3$200,003–$450,000 Dec 18, 2014 Jun 20, 2019 —
HDThe Home Depot 1$100,001–$250,000 2$350,002–$750,000 Dec 18, 2014 Jun 20, 2019 —
LENLennar 2$200,002–$500,000 1$100,001–$250,000 Oct 11, 2017 Mar 2, 2018 ▲ 88.8%−149.7 pts vs S&P
RMDResMed| 2$150,002–$350,000 1$250,001–$500,000 Mar 2, 2018 Feb 5, 2019 ▲ 166.6%−52.6 pts vs S&P
SAPSAP SE 2$200,002–$500,000 1$250,001–$500,000 Feb 1, 2017 Jan 12, 2018 —
AMATApplied Materials 1$100,001–$250,000 1$100,001–$250,000 Dec 7, 2017 May 14, 2018 ▲ 687.0%+460.1 pts vs S&P
AMZNAmazon 0 2$500,002–$1M Jun 19, 2019 Jun 20, 2019 —
ATRAptargroup, Inc. 1$250,001–$500,000 1$250,001–$500,000 Feb 5, 2019 Mar 5, 2019 ▲ 56.6%−152.0 pts vs S&P
CCitigroup 1$100,001–$250,000 1$100,001–$250,000 Jan 9, 2017 Feb 1, 2017 —
CCLCarnival Corporation 1$100,001–$250,000 1$100,001–$250,000 Jul 17, 2017 Oct 3, 2017 ▼ 49.9%−303.2 pts vs S&P
DALDelta Air Lines 1$100,001–$250,000 1$100,001–$250,000 Dec 12, 2017 Jan 8, 2018 ▲ 71.3%−152.2 pts vs S&P
DXCMDexcom 1$100,001–$250,000 1$100,001–$250,000 Jun 20, 2017 Jun 20, 2019 ▲ 335.6%+78.6 pts vs S&P
FDXFedEx 0 2$200,002–$500,000 Feb 19, 2019 Mar 19, 2019 —
INTCIntel 1$100,001–$250,000 1$100,001–$250,000 Oct 27, 2017 Dec 7, 2017 ▲ 61.8%−173.1 pts vs S&P
MAMastercard 0 2$1M–$2M Jun 19, 2019 Jun 20, 2019 —
METAMeta Platforms 0 2$500,002–$1M Jun 19, 2019 Jun 20, 2019 —
MIDDMiddleby Corp 1$100,001–$250,000 1$250,001–$500,000 Mar 5, 2019 Apr 24, 2019 ▲ 23.7%−178.3 pts vs S&P
MSFTMicrosoft Corporation 0 2$350,002–$750,000 Jun 19, 2019 Jun 20, 2019 —
NFLXNetflix 0 2$30,002–$100,000 Dec 24, 2018 Nov 12, 2019 —
QCOMQualcomm 1$250,001–$500,000 1$100,001–$250,000 Apr 24, 2019 Jun 19, 2019 ▲ 122.0%−65.2 pts vs S&P
TTWOTake TWO Interactive Software Inc 1$250,001–$500,000 1$100,001–$250,000 Sep 5, 2018 Dec 18, 2018 ▲ 49.0%−145.6 pts vs S&P
UALUnited Airlines Holdings 0 2$200,002–$500,000 Sep 22, 2017 Sep 22, 2017 —
WMTWalmart 1$100,001–$250,000 1$50,001–$100,000 Jan 8, 2018 Feb 21, 2018 ▲ 331.2%+117.7 pts vs S&P
AMTAmerican Tower 0 1$250,001–$500,000 Jan 9, 2017 Jan 9, 2017 —
COHRCoherent Corp. 0 1$100,001–$250,000 May 24, 2019 May 24, 2019 —
ITWIllinois Tool Works 0 1$100,001–$250,000 Jul 23, 2018 Jul 23, 2018 —
LINLinde plc 0 1$100,001–$250,000 Jun 20, 2019 Jun 20, 2019 —
SCHWCharles Schwab Corporation 0 1$100,001–$250,000 Feb 8, 2017 Feb 8, 2017 —
SSYSStratasys LTD. 0 1$50,001–$100,000 Dec 3, 2014 Dec 3, 2014 —
SUSuncor Energy Inc 0 1$100,001–$250,000 Nov 16, 2017 Nov 16, 2017 —
TMOThermo Fisher Scientific 0 1$250,001–$500,000 Jun 20, 2019 Jun 20, 2019 —
ULTAUlta Beauty 0 1$100,001–$250,000 Aug 22, 2018 Aug 22, 2018 —
VMCVulcan Materials Company 0 1$100,001–$250,000 Oct 11, 2017 Oct 11, 2017 —

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.

Bradley Scott Schneider: trades in companies we cover
Report
TRUPTrupanion, Inc. Sale (partial)$50,001 - $100,000 · Joint Mar 17, 2022 Dec 10, 2021 ▼ 78.7%−149.5 pts vs S&P Filing for TRUP on Dec 10, 2021
TRUPTrupanion, Inc. Exchange$50,001 - $100,000 · Joint Mar 17, 2022 Dec 10, 2021 — Filing for TRUP on Dec 10, 2021
TRUPTrupanion, Inc. Sale (full)$15,001 - $50,000 · Spouse Aug 13, 2022 Dec 7, 2021 ▼ 80.2%−151.9 pts vs S&P Filing for TRUP on Dec 7, 2021
TRUPTrupanion, Inc. Sale (partial)$50,001 - $100,000 · Spouse Aug 13, 2022 Feb 8, 2021 ▼ 75.2%−183.1 pts vs S&P Filing for TRUP on Feb 8, 2021
TRUPTrupanion, Inc. Sale (partial)$100,001 - $250,000 · Spouse Dec 18, 2020 Dec 17, 2020 ▼ 73.3%−192.3 pts vs S&P Filing for TRUP on Dec 17, 2020
TRUPTrupanion, Inc. Sale (partial)$100,001 - $250,000 · Joint Dec 18, 2020 Dec 17, 2020 ▼ 73.3%−192.3 pts vs S&P Filing for TRUP on Dec 17, 2020
TRUPTrupanion, Inc. Sale (partial)$250,001 - $500,000 · Spouse Dec 18, 2020 Aug 12, 2020 ▼ 48.8%−191.4 pts vs S&P Filing for TRUP on Aug 12, 2020
TRUPTrupanion, Inc. Sale (partial)$250,001 - $500,000 · Joint Dec 18, 2020 Aug 12, 2020 ▼ 48.8%−191.4 pts vs S&P Filing for TRUP on Aug 12, 2020
TRUPTrupanion, Inc. Sale (partial)$250,001 - $500,000 · Joint Dec 9, 2020 Aug 12, 2020 ▼ 48.8%−191.4 pts vs S&P Filing for TRUP on Aug 12, 2020
NFLXNetflix Sale (full)$15,001 - $50,000 · Joint Dec 21, 2019 Nov 12, 2019 ▲ 113.5%−55.5 pts vs S&P Filing for NFLX on Nov 12, 2019
BABAAlibaba Group Holding Ltd Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 Jun 20, 2019 — Filing for BABA on Jun 20, 2019
GOOGLAlphabet Inc. (Class A) Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▲ 406.0%+222.4 pts vs S&P Filing for GOOGL on Jun 20, 2019
AMZNAmazon Sale (full)$250,001 - $500,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▲ 156.1%−27.5 pts vs S&P Filing for AMZN on Jun 20, 2019
DXCMDexcom Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▲ 117.8%−65.8 pts vs S&P Filing for DXCM on Jun 20, 2019
METAMeta Platforms Sale (full)$250,001 - $500,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▲ 223.2%+39.6 pts vs S&P Filing for META on Jun 20, 2019
FISVFiserv Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▼ 43.4%−227.0 pts vs S&P Filing for FISV on Jun 20, 2019
HDThe Home Depot Sale (full)$250,001 - $500,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▲ 93.2%−90.5 pts vs S&P Filing for HD on Jun 20, 2019
LINLinde plc Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▲ 185.2%+1.6 pts vs S&P Filing for LIN on Jun 20, 2019
MAMastercard Sale (full)$500,001 - $1,000,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▲ 157.4%−26.2 pts vs S&P Filing for MA on Jun 20, 2019
MSFTMicrosoft Corporation Sale (full)$250,001 - $500,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▲ 295.1%+111.5 pts vs S&P Filing for MSFT on Jun 20, 2019
TXNTexas Instruments Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 Jun 20, 2019 — Filing for TXN on Jun 20, 2019
TTDTrade Desk, Inc. Sale (full)$250,001 - $500,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▼ 50.0%−233.6 pts vs S&P Filing for TTD on Jun 20, 2019
TMOThermo Fisher Scientific Sale (full)$250,001 - $500,000 · Spouse Jun 21, 2019 Jun 20, 2019 ▲ 137.3%−46.3 pts vs S&P Filing for TMO on Jun 20, 2019
AMZNAmazon Sale (full)$250,001 - $500,000 · Spouse Jun 21, 2019 Jun 19, 2019 ▲ 157.4%−29.0 pts vs S&P Filing for AMZN on Jun 19, 2019
METAMeta Platforms Sale (full)$250,001 - $500,000 · Spouse Jun 21, 2019 Jun 19, 2019 ▲ 226.7%+40.4 pts vs S&P Filing for META on Jun 19, 2019
FISVFiserv Sale (full)$50,001 - $100,000 · Spouse Jun 21, 2019 Jun 19, 2019 ▼ 42.3%−228.6 pts vs S&P Filing for FISV on Jun 19, 2019
HDThe Home Depot Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 Jun 19, 2019 ▲ 96.2%−90.1 pts vs S&P Filing for HD on Jun 19, 2019
MAMastercard Sale (full)$500,001 - $1,000,000 · Spouse Jun 21, 2019 Jun 19, 2019 ▲ 164.2%−22.1 pts vs S&P Filing for MA on Jun 19, 2019
MSFTMicrosoft Corporation Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 Jun 19, 2019 ▲ 298.8%+112.5 pts vs S&P Filing for MSFT on Jun 19, 2019
PGRProgressive Corporation Sale (full)$250,001 - $500,000 · Spouse Jun 21, 2019 Jun 19, 2019 ▲ 249.3%+62.9 pts vs S&P Filing for PGR on Jun 19, 2019
QCOMQualcomm Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 Jun 19, 2019 ▲ 166.0%−20.3 pts vs S&P Filing for QCOM on Jun 19, 2019
TDOCTeladoc Health, Inc. Sale (full)$250,001 - $500,000 · Spouse Jun 21, 2019 Jun 19, 2019 ▼ 86.0%−272.3 pts vs S&P Filing for TDOC on Jun 19, 2019
TTDTrade Desk, Inc. Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 Jun 19, 2019 ▼ 50.1%−236.4 pts vs S&P Filing for TTD on Jun 19, 2019
COHRCoherent Corp. Sale (full)$100,001 - $250,000 · Spouse Jun 21, 2019 May 24, 2019 ▲ 512.0%+315.3 pts vs S&P Filing for COHR on May 24, 2019
FISVFiserv Purchase$50,001 - $100,000 · Spouse Jun 21, 2019 May 24, 2019 ▼ 40.2%−237.0 pts vs S&P Filing for FISV on May 24, 2019
PGRProgressive Corporation Purchase$100,001 - $250,000 · Spouse Jun 21, 2019 May 24, 2019 ▲ 255.9%+59.1 pts vs S&P Filing for PGR on May 24, 2019
PTCPTC Inc. Sale (full)$50,001 - $100,000 · Spouse Jun 21, 2019 May 7, 2019 ▲ 125.0%−66.5 pts vs S&P Filing for PTC on May 7, 2019
TDOCTeladoc Health, Inc. Purchase$50,001 - $100,000 · Spouse Jun 21, 2019 May 7, 2019 ▼ 86.0%−277.4 pts vs S&P Filing for TDOC on May 7, 2019
FISVFiserv Purchase$100,001 - $250,000 · Spouse Jun 17, 2019 May 3, 2019 ▼ 40.1%−225.5 pts vs S&P Filing for FISV on May 3, 2019
PTCPTC Inc. Sale (full)$100,001 - $250,000 · Spouse Jun 17, 2019 May 3, 2019 ▲ 119.8%−65.6 pts vs S&P Filing for PTC on May 3, 2019
QCOMQualcomm Purchase$250,001 - $500,000 · Spouse May 26, 2019 Apr 24, 2019 ▲ 122.0%−65.2 pts vs S&P Filing for QCOM on Apr 24, 2019
MIDDMiddleby Corp Sale (full)$250,001 - $500,000 · Spouse May 26, 2019 Apr 24, 2019 ▲ 13.5%−173.6 pts vs S&P Filing for MIDD on Apr 24, 2019
FDXFedEx Sale (full)$100,001 - $250,000 · Spouse Apr 6, 2019 Mar 19, 2019 ▲ 149.1%−48.0 pts vs S&P Filing for FDX on Mar 19, 2019
CDWCDW Corporation Sale (full)$100,001 - $250,000 · Spouse Apr 6, 2019 Mar 11, 2019 ▲ 75.1%−127.6 pts vs S&P Filing for CDW on Mar 11, 2019
PGRProgressive Corporation Purchase$100,001 - $250,000 · Spouse Apr 6, 2019 Mar 11, 2019 ▲ 292.4%+89.7 pts vs S&P Filing for PGR on Mar 11, 2019
ATRAptargroup, Inc. Sale (full)$250,001 - $500,000 · Spouse Apr 6, 2019 Mar 5, 2019 ▲ 56.0%−146.1 pts vs S&P Filing for ATR on Mar 5, 2019
MIDDMiddleby Corp Purchase$100,001 - $250,000 · Spouse Apr 6, 2019 Mar 5, 2019 ▲ 23.7%−178.3 pts vs S&P Filing for MIDD on Mar 5, 2019
BABAAlibaba Group Holding Ltd Purchase$100,001 - $250,000 · Spouse Apr 6, 2019 Feb 19, 2019 — Filing for BABA on Feb 19, 2019
CDWCDW Corporation Purchase$100,001 - $250,000 · Spouse Apr 6, 2019 Feb 19, 2019 ▲ 75.7%−127.6 pts vs S&P Filing for CDW on Feb 19, 2019
FDXFedEx Sale (full)$100,001 - $250,000 · Spouse Apr 6, 2019 Feb 19, 2019 ▲ 151.7%−51.7 pts vs S&P Filing for FDX on Feb 19, 2019
CDWCDW Corporation Purchase$100,001 - $250,000 · Spouse Feb 17, 2019 Feb 12, 2019 ▲ 79.4%−128.1 pts vs S&P Filing for CDW on Feb 12, 2019
ATRAptargroup, Inc. Purchase$250,001 - $500,000 · Spouse Feb 17, 2019 Feb 5, 2019 ▲ 56.6%−152.0 pts vs S&P Filing for ATR on Feb 5, 2019
RMDResMed| Sale (full)$250,001 - $500,000 · Spouse Feb 17, 2019 Feb 5, 2019 ▲ 163.1%−45.5 pts vs S&P Filing for RMD on Feb 5, 2019
NFLXNetflix Sale (full)$15,001 - $50,000 · Joint Jan 1, 2019 Dec 24, 2018 ▲ 166.6%−93.1 pts vs S&P Filing for NFLX on Dec 24, 2018
TTWOTake TWO Interactive Software Inc Sale (full)$100,001 - $250,000 · Spouse Jan 1, 2019 Dec 18, 2018 ▲ 85.7%−146.6 pts vs S&P Filing for TTWO on Dec 18, 2018
TRUPTrupanion, Inc. Sale (partial)$50,001 - $100,000 · Joint Nov 20, 2018 Oct 30, 2018 ▲ 20.4%−196.2 pts vs S&P Filing for TRUP on Oct 30, 2018
LINLinde plc Exchange$100,001 - $250,000 · Spouse Aug 4, 2019 Oct 22, 2018 — Filing for LIN on Oct 22, 2018
TRUPTrupanion, Inc. Sale (partial)$50,001 - $100,000 · Joint Nov 20, 2018 Oct 10, 2018 ▲ 8.3%−196.3 pts vs S&P Filing for TRUP on Oct 10, 2018
PTCPTC Inc. Purchase$100,001 - $250,000 · Spouse Oct 8, 2018 Sep 26, 2018 ▲ 84.8%−107.7 pts vs S&P Filing for PTC on Sep 26, 2018
TXNTexas Instruments Sale (full)$100,001 - $250,000 · Spouse Oct 8, 2018 Sep 26, 2018 — Filing for TXN on Sep 26, 2018
TTDTrade Desk, Inc. Purchase$50,001 - $100,000 · Spouse Oct 8, 2018 Sep 26, 2018 ▼ 19.4%−211.9 pts vs S&P Filing for TTD on Sep 26, 2018
PTCPTC Inc. Purchase$100,001 - $250,000 · Spouse Oct 8, 2018 Sep 14, 2018 ▲ 83.9%−108.9 pts vs S&P Filing for PTC on Sep 14, 2018
LHLabcorp Sale (full)$250,001 - $500,000 · Spouse Oct 8, 2018 Sep 5, 2018 ▲ 158.4%−36.2 pts vs S&P Filing for LH on Sep 5, 2018
TTWOTake TWO Interactive Software Inc Purchase$250,001 - $500,000 · Spouse Oct 8, 2018 Sep 5, 2018 ▲ 49.0%−145.6 pts vs S&P Filing for TTWO on Sep 5, 2018
TTDTrade Desk, Inc. Purchase$100,001 - $250,000 · Spouse Oct 8, 2018 Aug 22, 2018 ▼ 3.2%−200.8 pts vs S&P Filing for TTD on Aug 22, 2018
ULTAUlta Beauty Sale (full)$100,001 - $250,000 · Spouse Oct 8, 2018 Aug 22, 2018 ▲ 171.7%−25.9 pts vs S&P Filing for ULTA on Aug 22, 2018
ITWIllinois Tool Works Sale (full)$100,001 - $250,000 · Spouse Oct 8, 2018 Jul 23, 2018 ▲ 160.4%−43.5 pts vs S&P Filing for ITW on Jul 23, 2018
PGRProgressive Corporation Sale (full)$100,001 - $250,000 · Spouse Jul 15, 2018 Jun 20, 2018 ▲ 383.5%+174.9 pts vs S&P Filing for PGR on Jun 20, 2018
AMATApplied Materials Sale (full)$100,001 - $250,000 · Spouse Jul 15, 2018 May 14, 2018 ▲ 643.5%+430.1 pts vs S&P Filing for AMAT on May 14, 2018
JPMJPMorgan Chase Sale (full)$100,001 - $250,000 · Spouse Jun 10, 2018 May 4, 2018 ▲ 294.4%+72.9 pts vs S&P Filing for JPM on May 4, 2018
TDOCTeladoc Health, Inc. Purchase$100,001 - $250,000 · Spouse Jun 10, 2018 May 4, 2018 ▼ 79.5%−301.1 pts vs S&P Filing for TDOC on May 4, 2018
JPMJPMorgan Chase Sale (full)$100,001 - $250,000 · Spouse Jun 10, 2018 Apr 17, 2018 ▲ 288.0%+71.5 pts vs S&P Filing for JPM on Apr 17, 2018
PGRProgressive Corporation Purchase$100,001 - $250,000 · Spouse Jun 10, 2018 Apr 17, 2018 ▲ 376.9%+160.3 pts vs S&P Filing for PGR on Apr 17, 2018
RMDResMed| Purchase$50,001 - $100,000 · Spouse Mar 31, 2018 Mar 21, 2018 ▲ 157.3%−59.0 pts vs S&P Filing for RMD on Mar 21, 2018
LENLennar Sale (full)$100,001 - $250,000 · Spouse Mar 31, 2018 Mar 2, 2018 ▲ 82.5%−136.6 pts vs S&P Filing for LEN on Mar 2, 2018
RMDResMed| Purchase$100,001 - $250,000 · Spouse Mar 31, 2018 Mar 2, 2018 ▲ 166.6%−52.6 pts vs S&P Filing for RMD on Mar 2, 2018
WMTWalmart Sale (full)$50,001 - $100,000 · Spouse Mar 31, 2018 Feb 21, 2018 ▲ 378.8%+160.7 pts vs S&P Filing for WMT on Feb 21, 2018
LHLabcorp Purchase$250,001 - $500,000 · Spouse Feb 15, 2018 Jan 12, 2018 ▲ 154.3%−54.7 pts vs S&P Filing for LH on Jan 12, 2018
SAPSAP SE Sale (full)$250,001 - $500,000 · Spouse Feb 15, 2018 Jan 12, 2018 — Filing for SAP on Jan 12, 2018
DALDelta Air Lines Sale (full)$100,001 - $250,000 · Spouse Feb 15, 2018 Jan 8, 2018 ▲ 68.0%−145.5 pts vs S&P Filing for DAL on Jan 8, 2018
WMTWalmart Purchase$100,001 - $250,000 · Spouse Feb 15, 2018 Jan 8, 2018 ▲ 331.2%+117.7 pts vs S&P Filing for WMT on Jan 8, 2018
DALDelta Air Lines Purchase$100,001 - $250,000 · Spouse Dec 31, 2017 Dec 12, 2017 ▲ 71.3%−152.2 pts vs S&P Filing for DAL on Dec 12, 2017
AMATApplied Materials Purchase$100,001 - $250,000 · Spouse Dec 31, 2017 Dec 7, 2017 ▲ 687.0%+460.1 pts vs S&P Filing for AMAT on Dec 7, 2017
INTCIntel Sale (full)$100,001 - $250,000 · Spouse Dec 31, 2017 Dec 7, 2017 ▲ 65.8%−161.1 pts vs S&P Filing for INTC on Dec 7, 2017
LHLabcorp Sale (full)$100,001 - $250,000 · Spouse Nov 23, 2017 Nov 21, 2017 ▲ 185.6%−46.4 pts vs S&P Filing for LH on Nov 21, 2017
LENLennar Purchase$100,001 - $250,000 · Spouse Nov 23, 2017 Nov 21, 2017 ▲ 73.4%−158.6 pts vs S&P Filing for LEN on Nov 21, 2017
BABAAlibaba Group Holding Ltd Purchase$100,001 - $250,000 · Spouse Nov 23, 2017 Nov 16, 2017 — Filing for BABA on Nov 16, 2017
SUSuncor Energy Inc Sale (full)$100,001 - $250,000 · Spouse Nov 23, 2017 Nov 16, 2017 — Filing for SU on Nov 16, 2017
INTCIntel Purchase$100,001 - $250,000 · Spouse Oct 29, 2017 Oct 27, 2017 ▲ 61.8%−173.1 pts vs S&P Filing for INTC on Oct 27, 2017
JPMJPMorgan Chase Purchase$100,001 - $250,000 · Spouse Oct 29, 2017 Oct 23, 2017 ▲ 334.9%+97.9 pts vs S&P Filing for JPM on Oct 23, 2017
JPMJPMorgan Chase Purchase$100,001 - $250,000 · Spouse Oct 29, 2017 Oct 23, 2017 ▲ 334.9%+97.9 pts vs S&P Filing for JPM on Oct 23, 2017
LENLennar Purchase$100,001 - $250,000 · Spouse Oct 29, 2017 Oct 11, 2017 ▲ 88.8%−149.7 pts vs S&P Filing for LEN on Oct 11, 2017
VMCVulcan Materials Company Sale (full)$100,001 - $250,000 · Spouse Oct 29, 2017 Oct 11, 2017 ▲ 166.6%−71.9 pts vs S&P Filing for VMC on Oct 11, 2017
CCLCarnival Corporation Sale (full)$100,001 - $250,000 · Spouse Oct 29, 2017 Oct 3, 2017 ▼ 47.9%−289.3 pts vs S&P Filing for CCL on Oct 3, 2017
TXNTexas Instruments Purchase$100,001 - $250,000 · Spouse Sep 24, 2017 Sep 22, 2017 — Filing for TXN on Sep 22, 2017
TXNTexas Instruments Purchase$50,001 - $100,000 · Spouse Sep 24, 2017 Sep 22, 2017 — Filing for TXN on Sep 22, 2017
UALUnited Airlines Holdings Sale (full)$100,001 - $250,000 · Spouse Sep 24, 2017 Sep 22, 2017 ▲ 85.8%−160.3 pts vs S&P Filing for UAL on Sep 22, 2017
UALUnited Airlines Holdings Sale (full)$100,001 - $250,000 · Spouse Sep 24, 2017 Sep 22, 2017 ▲ 85.8%−160.3 pts vs S&P Filing for UAL on Sep 22, 2017
CCLCarnival Corporation Purchase$100,001 - $250,000 · Spouse Aug 21, 2017 Jul 17, 2017 ▼ 49.9%−303.2 pts vs S&P Filing for CCL on Jul 17, 2017
DXCMDexcom Purchase$100,001 - $250,000 · Spouse Jul 15, 2018 Jun 20, 2017 ▲ 335.6%+78.6 pts vs S&P Filing for DXCM on Jun 20, 2017
TDOCTeladoc Health, Inc. Purchase$15,001 - $50,000 · Spouse Jul 15, 2018 Jun 4, 2017 ▼ 73.3%−330.6 pts vs S&P Filing for TDOC on Jun 4, 2017
BABAAlibaba Group Holding Ltd Sale (full)$100,001 - $250,000 · Spouse Mar 25, 2017 Mar 10, 2017 — Filing for BABA on Mar 10, 2017
LHLabcorp Purchase$100,001 - $250,000 · Spouse Mar 25, 2017 Mar 10, 2017 ▲ 203.3%−65.1 pts vs S&P Filing for LH on Mar 10, 2017
SCHWCharles Schwab Corporation Sale (full)$100,001 - $250,000 · Spouse Feb 20, 2017 Feb 8, 2017 ▲ 154.6%−127.3 pts vs S&P Filing for SCHW on Feb 8, 2017
SAPSAP SE Purchase$100,001 - $250,000 · Spouse Feb 20, 2017 Feb 8, 2017 — Filing for SAP on Feb 8, 2017
CCitigroup Sale (full)$100,001 - $250,000 · Spouse Feb 20, 2017 Feb 1, 2017 — Filing for C on Feb 1, 2017
SAPSAP SE Purchase$100,001 - $250,000 · Spouse Feb 20, 2017 Feb 1, 2017 — Filing for SAP on Feb 1, 2017
AMTAmerican Tower Sale (full)$250,001 - $500,000 · Spouse Feb 20, 2017 Jan 9, 2017 ▲ 131.4%−155.2 pts vs S&P Filing for AMT on Jan 9, 2017
CCitigroup Purchase$100,001 - $250,000 · Spouse Feb 20, 2017 Jan 9, 2017 — Filing for C on Jan 9, 2017
GOOGLAlphabet Inc. (Class A) Sale (full)$50,001 - $100,000 · Spouse Jan 16, 2015 Dec 18, 2014 — Filing for GOOGL on Dec 18, 2014
GOOGLAlphabet Inc. (Class A) Sale (full)$50,001 - $100,000 · Spouse Jan 16, 2015 Dec 18, 2014 — Filing for GOOGL on Dec 18, 2014
HDThe Home Depot Purchase$100,001 - $250,000 · Spouse Jan 16, 2015 Dec 18, 2014 — Filing for HD on Dec 18, 2014
SSYSStratasys LTD. Sale (full)$50,001 - $100,000 · Spouse Jan 16, 2015 Dec 3, 2014 — Filing for SSYS on Dec 3, 2014

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 −0.8% +1.0% 63% 32 +0.6% (32)
Purchases 90 days +1.6% +2.3% 53% 32 +3.8% (32)
Sales 30 days +1.0% +0.7% 57% 61 +0.5% (61)
Sales 90 days −0.5% −0.8% 49% 61 −3.9% (61)

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