Carlos Curbelo: stock trades

Representative for FL (at large). 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.

Technology22% of trades 46 trades: 34 purchases, 12 sales
Communication Services16% of trades 34 trades: 19 purchases, 15 sales
Industrials14% of trades 29 trades: 18 purchases, 11 sales
Consumer Discretionary12% of trades 26 trades: 17 purchases, 9 sales
Financials12% of trades 26 trades: 11 purchases, 15 sales
Health Care9% of trades 18 trades: 11 purchases, 7 sales

Would copying Carlos Curbelo’s trades have beaten the S&P 500?

Copying Carlos Curbelo’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 August 25, 2015 into $33,844 by November 2, 2026, against $48,571 in the S&P 500: +11.5% a year against +15.2%, with a beta of 0.99. Selling each purchase after 6 months instead would have made +1.0% a year. Six months after each report, the average share purchase was −4.7% against the S&P 500 (median −3.0%), and 38% beat it, a gap unlikely to be luck alone. Measured from the trade date instead, the member’s own timing, the average was −5.2%. Reports arrived a median of 28 days after the trade. 4 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

Copying Carlos CurbeloS&P 500, buy and hold $10,000 copying Carlos Curbelo’s disclosed holdings from August 25, 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.

Carlos Curbelo: 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	115	−1.6%	−0.8%	48%	-1.42	Strong evidence: behind
Purchases, 6 months after the report	115	−4.7%	−3.0%	38%	-2.69	Strong evidence: behind
Purchases, 3 months after the trade	115	−3.2%	−1.6%	43%	-2.26	Strong evidence: behind
Purchases, 6 months after the trade	115	−5.2%	−3.5%	42%	-2.93	Strong evidence: behind
Sales, 6 months after the report	70	−0.6%	−0.3%	50%	-0.30	No reliable evidence

Return a year, copying: +11.5%
S&P 500, same dates: +15.2%
Yearly swing (S&P 500): 21% (18%)
Sharpe ratio (S&P 500): 0.52 (0.76)
Biggest drop (S&P 500): −45% (−34%)
Market sensitivity (beta): 0.99

“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 Carlos Curbelo 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.

Carlos Curbelo: companies traded

FSLRFirst Solar, Inc.	18$18,018–$270,000	1$15,001–$50,000	Apr 29, 2016	Sep 6, 2018	▲ 235.6%−96.8 pts vs S&P
AMPAmeriprise Financial	4$4,004–$60,000	4$4,004–$60,000	Apr 17, 2015	Aug 28, 2018	—
DISThe Walt Disney Company	4$4,004–$60,000	4$4,004–$60,000	Jan 15, 2016	Aug 28, 2018	▲ 32.9%−344.5 pts vs S&P
METAMeta Platforms	3$3,003–$45,000	5$5,005–$75,000	Oct 23, 2015	Aug 28, 2018	▲ 307.2%+48.3 pts vs S&P
PBRPetrobras - Petroleo Brasileiro SA	5$5,005–$75,000	1$15,001–$50,000	Nov 7, 2016	Jul 25, 2018	—
AAPLApple Inc.	3$3,003–$45,000	2$2,002–$30,000	Jan 7, 2016	Jul 25, 2018	▲ 1426.3%+1064.2 pts vs S&P
CSXCSX Corporation	4$4,004–$60,000	1$1,001–$15,000	Jan 7, 2016	Oct 10, 2017	▲ 657.4%+295.3 pts vs S&P
GEGE Aerospace	5$5,005–$75,000	0	Jan 2, 2018	Mar 28, 2018	▲ 296.1%+75.7 pts vs S&P
GOGOGogo Inc.	5$19,005–$110,000	0	Nov 27, 2017	May 9, 2018	▼ 76.9%−309.5 pts vs S&P
GOOGLAlphabet Inc. (Class A)	2$2,002–$30,000	3$3,003–$45,000	Oct 23, 2015	Aug 28, 2018	▲ 642.1%+333.6 pts vs S&P
MDTMedtronic	3$3,003–$45,000	2$2,002–$30,000	Apr 17, 2015	Aug 28, 2018	—
ANAutonation, Inc.	2$2,002–$30,000	2$2,002–$30,000	Sep 4, 2015	Nov 11, 2016	—
CSCOCisco	3$3,003–$45,000	1$50,001–$100,000	Aug 24, 2015	Dec 6, 2016	—
MDLZMondelez International	2$2,002–$30,000	2$2,002–$30,000	Aug 24, 2017	Aug 28, 2018	▲ 83.6%−121.0 pts vs S&P
NFLXNetflix	2$2,002–$30,000	2$2,002–$30,000	Aug 27, 2015	Mar 9, 2016	—
NKENike, Inc.	3$3,003–$45,000	1$1,001–$15,000	Apr 17, 2015	May 25, 2016	—
ORLYO'Reilly Automotive	3$3,003–$45,000	1$1,001–$15,000	Jul 10, 2017	Aug 28, 2018	▲ 680.5%+421.7 pts vs S&P
ROKRockwell Automation	1$1,001–$15,000	3$3,003–$45,000	Apr 5, 2017	Aug 28, 2018	▲ 209.4%−20.8 pts vs S&P
ADBEAdobe Inc.	1$1,001–$15,000	2$2,002–$30,000	Apr 5, 2017	Aug 28, 2018	▼ 6.1%−200.6 pts vs S&P
AMTAmerican Tower	2$2,002–$30,000	1$1,001–$15,000	Apr 5, 2017	Aug 28, 2018	▲ 99.9%−172.3 pts vs S&P
BABoeing	2$2,002–$30,000	1$1,001–$15,000	Mar 9, 2016	May 25, 2016	▲ 56.2%−293.5 pts vs S&P
BACBank of America	0	3$17,003–$80,000	Apr 26, 2018	Jun 4, 2018	—
CMCSAComcast	2$2,002–$30,000	1$1,001–$15,000	May 25, 2016	Aug 28, 2018	▲ 6.7%−319.5 pts vs S&P
HDThe Home Depot	2$2,002–$30,000	1$1,001–$15,000	May 25, 2016	Aug 28, 2018	▲ 221.2%−105.1 pts vs S&P
SPGSimon Property Group	2$2,002–$30,000	1$1,001–$15,000	Mar 9, 2016	Dec 30, 2016	▲ 91.2%−258.5 pts vs S&P
TROWT. Rowe Price	1$1,001–$15,000	2$2,002–$30,000	Apr 5, 2017	Jul 10, 2017	▲ 120.5%−151.7 pts vs S&P
VVisa Inc.	2$2,002–$30,000	1$1,001–$15,000	Oct 10, 2017	Apr 6, 2018	▲ 317.8%+77.8 pts vs S&P
XOMExxonMobil	3$3,003–$45,000	0	Aug 24, 2015	Feb 8, 2018	—
ACNAccenture	1$1,001–$15,000	1$1,001–$15,000	Oct 10, 2017	Aug 28, 2018	▲ 74.0%−120.5 pts vs S&P
BLKBlackRock	1$1,001–$15,000	1$1,001–$15,000	Oct 10, 2017	Aug 28, 2018	▲ 195.0%+0.5 pts vs S&P
BMYBristol Myers Squibb	1$1,001–$15,000	1$1,001–$15,000	Apr 6, 2018	Jun 8, 2018	▲ 39.1%−191.1 pts vs S&P
BUDAnheuser-busch Inbev SA	1$1,001–$15,000	1$1,001–$15,000	Apr 6, 2018	Jun 8, 2018	—
CLColgate-Palmolive	1$1,001–$15,000	1$1,001–$15,000	Oct 10, 2017	Aug 28, 2018	▲ 73.9%−120.6 pts vs S&P
DHRDanaher Corporation	1$1,001–$15,000	1$1,001–$15,000	Oct 10, 2017	Aug 28, 2018	▲ 162.9%−31.6 pts vs S&P
ECLEcolab	1$1,001–$15,000	1$1,001–$15,000	Oct 10, 2017	Aug 28, 2018	▲ 122.5%−72.0 pts vs S&P
HONHoneywell Technologies	1$1,001–$15,000	1$1,001–$15,000	Oct 10, 2017	Aug 28, 2018	▲ 73.8%−120.7 pts vs S&P
ICEIntercontinental Exchange	1$1,001–$15,000	1$1,001–$15,000	Oct 10, 2017	Aug 28, 2018	▲ 154.2%−40.3 pts vs S&P
KMIKinder Morgan	0	2$2,002–$30,000	Jul 10, 2017	Jul 10, 2017	—
KOThe Coca-Cola Company	1$1,001–$15,000	1$1,001–$15,000	Jun 8, 2018	Aug 28, 2018	▲ 179.9%−28.3 pts vs S&P
LOWLowe's	1$1,001–$15,000	1$1,001–$15,000	Oct 10, 2017	Aug 28, 2018	▲ 129.8%−64.7 pts vs S&P
MSFTMicrosoft Corporation	1$1,001–$15,000	1$1,001–$15,000	Apr 6, 2018	Aug 28, 2018	▲ 530.2%+300.0 pts vs S&P
PANWPalo Alto Networks	0	2$2,002–$30,000	May 25, 2016	Jul 22, 2016	—
SPWRSunpower Inc.	0	2$2,002–$30,000	Jul 16, 2018	Jul 18, 2018	—
TJXTJX Companies	1$1,001–$15,000	1$1,001–$15,000	Oct 10, 2017	Aug 28, 2018	▲ 183.8%−10.7 pts vs S&P
TMOThermo Fisher Scientific	1$1,001–$15,000	1$1,001–$15,000	Oct 10, 2017	Aug 28, 2018	▲ 199.8%+5.3 pts vs S&P
WYNNWynn Resorts	1$1,001–$15,000	1$1,001–$15,000	Jan 15, 2016	Jul 13, 2016	▲ 52.1%−325.3 pts vs S&P
AAPAdvance Auto Parts Inc	1$1,001–$15,000	0	Aug 28, 2018	Aug 28, 2018	▼ 66.3%−260.8 pts vs S&P
ADSKAutodesk, Inc.	0	1$1,001–$15,000	Jun 18, 2015	Jun 18, 2015	—
AKAMAkamai Technologies	1$1,001–$15,000	0	Aug 28, 2018	Aug 28, 2018	▲ 15.2%−179.3 pts vs S&P
AMZNAmazon	1$1,001–$15,000	0	Jun 8, 2018	Jun 8, 2018	▲ 199.3%−9.0 pts vs S&P
ANETArista Networks	1$1,001–$15,000	0	Aug 28, 2018	Aug 28, 2018	▲ 784.5%+590.0 pts vs S&P
AWKAmerican Water Works	1$1,001–$15,000	0	Aug 28, 2018	Aug 28, 2018	▲ 96.0%−98.5 pts vs S&P
AXPAmerican Express	0	1$1,001–$15,000	Apr 17, 2015	Apr 17, 2015	—
BDXBecton Dickinson	0	1$1,001–$15,000	Apr 5, 2017	Apr 5, 2017	—
CFGCitizens Financial Group	1$1,001–$15,000	0	Aug 28, 2018	Aug 28, 2018	▲ 118.8%−75.7 pts vs S&P
CNCCentene Corporation	1$1,001–$15,000	0	Aug 28, 2018	Aug 28, 2018	▼ 8.1%−202.6 pts vs S&P
CVSCVS Health	0	1$1,001–$15,000	Oct 10, 2017	Oct 10, 2017	—
EPAMEPAM Systems, Inc.	1$1,001–$15,000	0	Aug 28, 2018	Aug 28, 2018	▼ 4.6%−199.1 pts vs S&P
FLEXFlex Ltd.	1$1,001–$15,000	0	Aug 28, 2018	Aug 28, 2018	▲ 738.2%+543.7 pts vs S&P
FTITechnipFMC plc	1$1,001–$15,000	0	Aug 28, 2018	Aug 28, 2018	▲ 217.1%+22.6 pts vs S&P

The 60 most traded of 86 companies.

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Click a column heading to sort.

Carlos Curbelo: trades in companies we cover
					Report
FSLRFirst Solar, Inc.	Sale (full)$15,001 - $50,000	Oct 3, 2018	Sep 6, 2018	▲ 273.6%+77.3 pts vs S&P	Filing for FSLR on Sep 6, 2018
IFFInternational Flavors & Fragrances	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 29, 2018	▼ 12.5%−205.4 pts vs S&P	Filing for IFF on Aug 29, 2018
ACNAccenture	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 74.0%−120.5 pts vs S&P	Filing for ACN on Aug 28, 2018
ADBEAdobe Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▼ 6.1%−200.6 pts vs S&P	Filing for ADBE on Aug 28, 2018
AAPAdvance Auto Parts Inc	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▼ 66.3%−260.8 pts vs S&P	Filing for AAP on Aug 28, 2018
AKAMAkamai Technologies	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 15.2%−179.3 pts vs S&P	Filing for AKAM on Aug 28, 2018
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 352.3%+157.8 pts vs S&P	Filing for GOOGL on Aug 28, 2018
AMTAmerican Tower	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 55.8%−138.7 pts vs S&P	Filing for AMT on Aug 28, 2018
AWKAmerican Water Works	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 96.0%−98.5 pts vs S&P	Filing for AWK on Aug 28, 2018
AMPAmeriprise Financial	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 306.1%+111.6 pts vs S&P	Filing for AMP on Aug 28, 2018
ANETArista Networks	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 784.5%+590.0 pts vs S&P	Filing for ANET on Aug 28, 2018
BLKBlackRock	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 195.0%+0.5 pts vs S&P	Filing for BLK on Aug 28, 2018
CNCCentene Corporation	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▼ 8.1%−202.6 pts vs S&P	Filing for CNC on Aug 28, 2018
CFGCitizens Financial Group	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 118.8%−75.7 pts vs S&P	Filing for CFG on Aug 28, 2018
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 168.8%−25.7 pts vs S&P	Filing for KO on Aug 28, 2018
CLColgate-Palmolive	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 73.9%−120.6 pts vs S&P	Filing for CL on Aug 28, 2018
CMCSAComcast	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▼ 11.7%−206.2 pts vs S&P	Filing for CMCSA on Aug 28, 2018
DHRDanaher Corporation	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 162.9%−31.6 pts vs S&P	Filing for DHR on Aug 28, 2018
ECLEcolab	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 122.5%−72.0 pts vs S&P	Filing for ECL on Aug 28, 2018
EPAMEPAM Systems, Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▼ 4.6%−199.1 pts vs S&P	Filing for EPAM on Aug 28, 2018
METAMeta Platforms	Sale (full)$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 254.6%+60.1 pts vs S&P	Filing for META on Aug 28, 2018
FLEXFlex Ltd.	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 738.2%+543.7 pts vs S&P	Filing for FLEX on Aug 28, 2018
FTNTFortinet	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 688.0%+493.5 pts vs S&P	Filing for FTNT on Aug 28, 2018
HCSGHealthcare Services Group Inc	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▼ 27.3%−221.7 pts vs S&P	Filing for HCSG on Aug 28, 2018
HSICHenry Schein	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 30.0%−164.5 pts vs S&P	Filing for HSIC on Aug 28, 2018
HDThe Home Depot	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 101.6%−92.9 pts vs S&P	Filing for HD on Aug 28, 2018
HONHoneywell Technologies	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 73.8%−120.7 pts vs S&P	Filing for HON on Aug 28, 2018
HIIHuntington Ingalls Industries	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 51.4%−143.1 pts vs S&P	Filing for HII on Aug 28, 2018
INTCIntel	Sale (full)$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 45.6%−148.9 pts vs S&P	Filing for INTC on Aug 28, 2018
ICEIntercontinental Exchange	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 154.2%−40.3 pts vs S&P	Filing for ICE on Aug 28, 2018
JAZZJazz Pharmaceuticals plc	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 37.2%−157.3 pts vs S&P	Filing for JAZZ on Aug 28, 2018
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 262.2%+67.7 pts vs S&P	Filing for JPM on Aug 28, 2018
LIILennox International	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 69.9%−124.6 pts vs S&P	Filing for LII on Aug 28, 2018
LOGILogitech International S.a.	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 115.9%−78.6 pts vs S&P	Filing for LOGI on Aug 28, 2018
LOWLowe's	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 129.8%−64.7 pts vs S&P	Filing for LOW on Aug 28, 2018
MKCMcCormick & Company	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▼ 7.9%−202.4 pts vs S&P	Filing for MKC on Aug 28, 2018
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 29.2%−165.3 pts vs S&P	Filing for MDT on Aug 28, 2018
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 411.6%+217.1 pts vs S&P	Filing for MSFT on Aug 28, 2018
MDLZMondelez International	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 90.3%−104.2 pts vs S&P	Filing for MDLZ on Aug 28, 2018
NTRSNorthern Trust	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 100.9%−93.6 pts vs S&P	Filing for NTRS on Aug 28, 2018
ORLYO'Reilly Automotive	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 307.1%+112.6 pts vs S&P	Filing for ORLY on Aug 28, 2018
PHParker Hannifin	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 505.4%+310.9 pts vs S&P	Filing for PH on Aug 28, 2018
ROKRockwell Automation	Sale (full)$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 191.5%−3.0 pts vs S&P	Filing for ROK on Aug 28, 2018
SLBSchlumberger	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 3.0%−191.5 pts vs S&P	Filing for SLB on Aug 28, 2018
SCIService Corp International	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 101.7%−92.8 pts vs S&P	Filing for SCI on Aug 28, 2018
SSNCSS&C Technologies Holdings Inc	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 52.4%−142.1 pts vs S&P	Filing for SSNC on Aug 28, 2018
FTITechnipFMC plc	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 217.1%+22.6 pts vs S&P	Filing for FTI on Aug 28, 2018
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 199.8%+5.3 pts vs S&P	Filing for TMO on Aug 28, 2018
TJXTJX Companies	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 183.8%−10.7 pts vs S&P	Filing for TJX on Aug 28, 2018
TRIPTripadvisor, Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▼ 80.1%−274.6 pts vs S&P	Filing for TRIP on Aug 28, 2018
UNHUnitedHealth Group	Purchase$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 72.2%−122.3 pts vs S&P	Filing for UNH on Aug 28, 2018
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Spouse	Sep 25, 2018	Aug 28, 2018	▲ 6.7%−187.8 pts vs S&P	Filing for DIS on Aug 28, 2018
AAPLApple Inc.	Sale (full)$1,001 - $15,000	Aug 13, 2018	Jul 25, 2018	▲ 621.7%+421.1 pts vs S&P	Filing for AAPL on Jul 25, 2018
PBRPetrobras - Petroleo Brasileiro SA	Sale (full)$15,001 - $50,000	Aug 13, 2018	Jul 25, 2018	—	Filing for PBR on Jul 25, 2018
SPWRSunpower Inc.	Sale (full)$1,001 - $15,000	Aug 13, 2018	Jul 18, 2018	—	Filing for SPWR on Jul 18, 2018
SPWRSunpower Inc.	Sale (partial)$1,001 - $15,000	Jul 23, 2018	Jul 16, 2018	—	Filing for SPWR on Jul 16, 2018
AMZNAmazon	Purchase$1,001 - $15,000 · Spouse	Aug 2, 2018	Jun 8, 2018	▲ 199.3%−9.0 pts vs S&P	Filing for AMZN on Jun 8, 2018
BUDAnheuser-busch Inbev SA	Sale (full)$1,001 - $15,000 · Spouse	Aug 2, 2018	Jun 8, 2018	—	Filing for BUD on Jun 8, 2018
BMYBristol Myers Squibb	Sale (full)$1,001 - $15,000 · Spouse	Aug 2, 2018	Jun 8, 2018	▲ 59.3%−149.0 pts vs S&P	Filing for BMY on Jun 8, 2018
KOThe Coca-Cola Company	Purchase$1,001 - $15,000 · Spouse	Aug 2, 2018	Jun 8, 2018	▲ 179.9%−28.3 pts vs S&P	Filing for KO on Jun 8, 2018
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Jun 22, 2018	Jun 6, 2018	▲ 237.4%+28.3 pts vs S&P	Filing for FSLR on Jun 6, 2018
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Jun 22, 2018	Jun 6, 2018	▲ 237.4%+28.3 pts vs S&P	Filing for FSLR on Jun 6, 2018
BACBank of America	Sale (partial)$15,001 - $50,000	Jul 23, 2018	Jun 4, 2018	▲ 104.8%−107.2 pts vs S&P	Filing for BAC on Jun 4, 2018
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Jul 23, 2018	Jun 4, 2018	▲ 203.5%−8.5 pts vs S&P	Filing for FSLR on Jun 4, 2018
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Jul 23, 2018	Jun 4, 2018	▲ 203.5%−8.5 pts vs S&P	Filing for FSLR on Jun 4, 2018
BACBank of America	Sale (partial)$1,001 - $15,000	May 23, 2018	May 28, 2018date after report	—	Filing for BAC on May 28, 2018
GOGOGogo Inc.	Purchase$1,001 - $15,000	Jun 22, 2018	May 9, 2018	▼ 55.4%−273.6 pts vs S&P	Filing for GOGO on May 9, 2018
DISThe Walt Disney Company	Sale (partial)$1,001 - $15,000	Jun 22, 2018	May 9, 2018	▲ 21.1%−197.1 pts vs S&P	Filing for DIS on May 9, 2018
GOGOGogo Inc.	Purchase$1,001 - $15,000	Jun 22, 2018	May 8, 2018	▼ 53.1%−274.4 pts vs S&P	Filing for GOGO on May 8, 2018
GOGOGogo Inc.	Purchase$1,001 - $15,000	Jun 22, 2018	May 7, 2018	▼ 69.8%−291.1 pts vs S&P	Filing for GOGO on May 7, 2018
BACBank of America	Sale (partial)$1,001 - $15,000	May 23, 2018	Apr 26, 2018	▲ 101.0%−121.0 pts vs S&P	Filing for BAC on Apr 26, 2018
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Aug 2, 2018	Apr 6, 2018	▲ 457.9%+227.7 pts vs S&P	Filing for GOOGL on Apr 6, 2018
BUDAnheuser-busch Inbev SA	Purchase$1,001 - $15,000 · Spouse	Aug 2, 2018	Apr 6, 2018	—	Filing for BUD on Apr 6, 2018
BMYBristol Myers Squibb	Purchase$1,001 - $15,000 · Spouse	Aug 2, 2018	Apr 6, 2018	▲ 39.1%−191.1 pts vs S&P	Filing for BMY on Apr 6, 2018
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 2, 2018	Apr 6, 2018	▲ 530.2%+300.0 pts vs S&P	Filing for MSFT on Apr 6, 2018
MDLZMondelez International	Sale (full)$1,001 - $15,000 · Spouse	Aug 2, 2018	Apr 6, 2018	▲ 94.9%−135.3 pts vs S&P	Filing for MDLZ on Apr 6, 2018
ROKRockwell Automation	Purchase$1,001 - $15,000 · Spouse	Aug 2, 2018	Apr 6, 2018	▲ 209.4%−20.8 pts vs S&P	Filing for ROK on Apr 6, 2018
UNPUnion Pacific Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 2, 2018	Apr 6, 2018	▲ 182.1%−48.1 pts vs S&P	Filing for UNP on Apr 6, 2018
VVisa Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 2, 2018	Apr 6, 2018	▲ 279.6%+49.3 pts vs S&P	Filing for V on Apr 6, 2018
HRIHerc Holdings Inc	Sale (partial)$1,001 - $15,000	May 23, 2018	Mar 29, 2018	▲ 186.2%−39.7 pts vs S&P	Filing for HRI on Mar 29, 2018
GEGE Aerospace	Purchase$1,001 - $15,000	May 23, 2018	Mar 28, 2018	▲ 416.3%+186.3 pts vs S&P	Filing for GE on Mar 28, 2018
GEGE Aerospace	Purchase$1,001 - $15,000	May 23, 2018	Mar 23, 2018	▲ 440.4%+208.1 pts vs S&P	Filing for GE on Mar 23, 2018
GEGE Aerospace	Purchase$1,001 - $15,000	Mar 27, 2018	Mar 23, 2018	▲ 440.4%+208.1 pts vs S&P	Filing for GE on Mar 23, 2018
METAMeta Platforms	Purchase$1,001 - $15,000 · Spouse	Mar 27, 2018	Feb 20, 2018	▲ 255.1%+37.8 pts vs S&P	Filing for META on Feb 20, 2018
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Mar 27, 2018	Feb 13, 2018	▲ 191.8%−32.0 pts vs S&P	Filing for FSLR on Feb 13, 2018
XOMExxonMobil	Purchase$1,001 - $15,000	Mar 27, 2018	Feb 8, 2018	▲ 243.5%+9.2 pts vs S&P	Filing for XOM on Feb 8, 2018
GEGE Aerospace	Purchase$1,001 - $15,000	Mar 27, 2018	Feb 8, 2018	▲ 392.9%+158.6 pts vs S&P	Filing for GE on Feb 8, 2018
METAMeta Platforms	Sale (full)$1,001 - $15,000 · Spouse	Mar 27, 2018	Feb 6, 2018	▲ 237.3%+17.3 pts vs S&P	Filing for META on Feb 6, 2018
METAMeta Platforms	Sale (full)$1,001 - $15,000 · Spouse	Feb 5, 2018	Jan 22, 2018	▲ 237.2%+32.6 pts vs S&P	Filing for META on Jan 22, 2018
MDLZMondelez International	Purchase$1,001 - $15,000 · Spouse	Feb 5, 2018	Jan 22, 2018	▲ 83.6%−121.0 pts vs S&P	Filing for MDLZ on Jan 22, 2018
VVisa Inc.	Sale (full)$1,001 - $15,000 · Spouse	Feb 5, 2018	Jan 22, 2018	▲ 259.9%+55.3 pts vs S&P	Filing for V on Jan 22, 2018
GEGE Aerospace	Purchase$1,001 - $15,000	Jan 16, 2018	Jan 2, 2018	▲ 296.1%+75.7 pts vs S&P	Filing for GE on Jan 2, 2018
HTZHertz Global Holdings, Inc	Sale (full)$1,001 - $15,000	Jan 16, 2018	Dec 29, 2017	—	Filing for HTZ on Dec 29, 2017
GOGOGogo Inc.	Purchase$15,001 - $50,000	Dec 14, 2017	Nov 29, 2017	▼ 77.8%−307.2 pts vs S&P	Filing for GOGO on Nov 29, 2017
GOGOGogo Inc.	Purchase$1,001 - $15,000	Jan 16, 2018	Nov 27, 2017	▼ 76.9%−309.5 pts vs S&P	Filing for GOGO on Nov 27, 2017
NVGSNavigator Holdings Ltd.	Sale (full)$1,001 - $15,000	Dec 14, 2017	Nov 8, 2017	▲ 108.9%−125.1 pts vs S&P	Filing for NVGS on Nov 8, 2017
TJXTJX Companies	Sale (full)$1,001 - $15,000 · Spouse	Aug 1, 2018	Oct 10, 2017	▲ 329.9%+90.0 pts vs S&P	Filing for TJX on Oct 10, 2017
ACNAccenture	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 116.1%−123.8 pts vs S&P	Filing for ACN on Oct 10, 2017
ADBEAdobe Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 62.3%−177.6 pts vs S&P	Filing for ADBE on Oct 10, 2017
AMTAmerican Tower	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 73.3%−166.6 pts vs S&P	Filing for AMT on Oct 10, 2017
AMPAmeriprise Financial	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 295.9%+56.0 pts vs S&P	Filing for AMP on Oct 10, 2017
BLKBlackRock	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 211.2%−28.7 pts vs S&P	Filing for BLK on Oct 10, 2017
CLColgate-Palmolive	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 63.0%−176.9 pts vs S&P	Filing for CL on Oct 10, 2017
CMCSAComcast	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▼ 13.6%−253.5 pts vs S&P	Filing for CMCSA on Oct 10, 2017
CSXCSX Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 228.9%−11.0 pts vs S&P	Filing for CSX on Oct 10, 2017
CVSCVS Health	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 64.1%−175.8 pts vs S&P	Filing for CVS on Oct 10, 2017
DHRDanaher Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 211.2%−28.7 pts vs S&P	Filing for DHR on Oct 10, 2017
ECLEcolab	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 152.8%−87.1 pts vs S&P	Filing for ECL on Oct 10, 2017
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 150.6%−89.3 pts vs S&P	Filing for HD on Oct 10, 2017
HONHoneywell Technologies	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 98.1%−141.8 pts vs S&P	Filing for HON on Oct 10, 2017
ICEIntercontinental Exchange	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 174.8%−65.1 pts vs S&P	Filing for ICE on Oct 10, 2017
IVZInvesco	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 17.9%−222.0 pts vs S&P	Filing for IVZ on Oct 10, 2017
LOWLowe's	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 212.6%−27.3 pts vs S&P	Filing for LOW on Oct 10, 2017
MDTMedtronic	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 62.9%−177.0 pts vs S&P	Filing for MDT on Oct 10, 2017
ORLYO'Reilly Automotive	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 544.0%+304.1 pts vs S&P	Filing for ORLY on Oct 10, 2017
ROKRockwell Automation	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 188.6%−51.3 pts vs S&P	Filing for ROK on Oct 10, 2017
TMOThermo Fisher Scientific	Sale (full)$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 271.2%+31.3 pts vs S&P	Filing for TMO on Oct 10, 2017
VVisa Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 317.8%+77.8 pts vs S&P	Filing for V on Oct 10, 2017
DISThe Walt Disney Company	Purchase$1,001 - $15,000 · Spouse	Nov 3, 2017	Oct 10, 2017	▲ 22.6%−217.3 pts vs S&P	Filing for DIS on Oct 10, 2017
OPKOpko Health, Inc.	Purchase$1,001 - $15,000	Oct 3, 2017	Sep 26, 2017	▼ 75.9%−323.4 pts vs S&P	Filing for OPK on Sep 26, 2017
MDLZMondelez International	Sale (full)$1,001 - $15,000 · Spouse	Sep 18, 2017	Aug 24, 2017	▲ 96.2%−160.3 pts vs S&P	Filing for MDLZ on Aug 24, 2017
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Spouse	Sep 18, 2017	Aug 9, 2017	▲ 136.6%−115.2 pts vs S&P	Filing for SBUX on Aug 9, 2017
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Spouse	Sep 18, 2017	Aug 9, 2017	▲ 18.7%−233.1 pts vs S&P	Filing for DIS on Aug 9, 2017
METAMeta Platforms	Purchase$1,001 - $15,000 · Spouse	Aug 21, 2017	Jul 10, 2017	▲ 307.2%+48.3 pts vs S&P	Filing for META on Jul 10, 2017
KMIKinder Morgan	Sale (full)$1,001 - $15,000 · Spouse	Aug 21, 2017	Jul 10, 2017	—	Filing for KMI on Jul 10, 2017
ORLYO'Reilly Automotive	Purchase$1,001 - $15,000 · Spouse	Aug 21, 2017	Jul 10, 2017	▲ 680.5%+421.7 pts vs S&P	Filing for ORLY on Jul 10, 2017
TROWT. Rowe Price	Sale (full)$1,001 - $15,000 · Spouse	Aug 21, 2017	Jul 10, 2017	▲ 95.5%−163.3 pts vs S&P	Filing for TROW on Jul 10, 2017
METAMeta Platforms	Purchase$1,001 - $15,000 · Spouse	Jul 13, 2017	Jul 10, 2017	▲ 307.2%+48.3 pts vs S&P	Filing for META on Jul 10, 2017
KMIKinder Morgan	Sale (full)$1,001 - $15,000 · Spouse	Jul 13, 2017	Jul 10, 2017	—	Filing for KMI on Jul 10, 2017
ORLYO'Reilly Automotive	Purchase$1,001 - $15,000 · Spouse	Jul 13, 2017	Jul 10, 2017	▲ 680.5%+421.7 pts vs S&P	Filing for ORLY on Jul 10, 2017
TROWT. Rowe Price	Sale (full)$1,001 - $15,000 · Spouse	Jul 13, 2017	Jul 10, 2017	▲ 95.5%−163.3 pts vs S&P	Filing for TROW on Jul 10, 2017
ADBEAdobe Inc.	Sale (full)$1,001 - $15,000 · Spouse	Jun 1, 2017	Apr 5, 2017	▲ 90.1%−182.2 pts vs S&P	Filing for ADBE on Apr 5, 2017
AMTAmerican Tower	Purchase$1,001 - $15,000 · Spouse	Jun 1, 2017	Apr 5, 2017	▲ 99.9%−172.3 pts vs S&P	Filing for AMT on Apr 5, 2017
AMPAmeriprise Financial	Sale (full)$1,001 - $15,000 · Spouse	Jun 1, 2017	Apr 5, 2017	▲ 373.5%+101.2 pts vs S&P	Filing for AMP on Apr 5, 2017
BDXBecton Dickinson	Sale (full)$1,001 - $15,000 · Spouse	Jun 1, 2017	Apr 5, 2017	▲ 62.8%−209.5 pts vs S&P	Filing for BDX on Apr 5, 2017
CSXCSX Corporation	Purchase$1,001 - $15,000 · Spouse	Jun 1, 2017	Apr 5, 2017	▲ 268.4%−3.8 pts vs S&P	Filing for CSX on Apr 5, 2017
METAMeta Platforms	Sale (full)$1,001 - $15,000 · Spouse	Jun 1, 2017	Apr 5, 2017	▲ 340.6%+68.4 pts vs S&P	Filing for META on Apr 5, 2017
ROKRockwell Automation	Sale (full)$1,001 - $15,000 · Spouse	Jun 1, 2017	Apr 5, 2017	▲ 243.1%−29.1 pts vs S&P	Filing for ROK on Apr 5, 2017
TROWT. Rowe Price	Purchase$1,001 - $15,000 · Spouse	Jun 1, 2017	Apr 5, 2017	▲ 120.5%−151.7 pts vs S&P	Filing for TROW on Apr 5, 2017
SPGSimon Property Group	Sale (full)$1,001 - $15,000 · Spouse	Aug 4, 2017	Dec 30, 2016	▲ 107.7%−185.0 pts vs S&P	Filing for SPG on Dec 30, 2016
CSCOCisco	Sale (full)$50,001 - $100,000	Dec 9, 2016	Dec 6, 2016	▲ 370.3%+72.0 pts vs S&P	Filing for CSCO on Dec 6, 2016
ANAutonation, Inc.	Sale (full)$1,001 - $15,000	Dec 9, 2016	Nov 11, 2016	▲ 318.1%+10.1 pts vs S&P	Filing for AN on Nov 11, 2016
PBRPetrobras - Petroleo Brasileiro SA	Purchase$1,001 - $15,000	Nov 15, 2016	Nov 11, 2016	—	Filing for PBR on Nov 11, 2016
PBRPetrobras - Petroleo Brasileiro SA	Purchase$1,001 - $15,000	Dec 9, 2016	Nov 10, 2016	—	Filing for PBR on Nov 10, 2016
ANAutonation, Inc.	Sale (full)$1,001 - $15,000	Nov 15, 2016	Nov 10, 2016	▲ 325.3%+18.2 pts vs S&P	Filing for AN on Nov 10, 2016
PBRPetrobras - Petroleo Brasileiro SA	Purchase$1,001 - $15,000	Dec 9, 2016	Nov 9, 2016	—	Filing for PBR on Nov 9, 2016
PBRPetrobras - Petroleo Brasileiro SA	Purchase$1,001 - $15,000	Nov 15, 2016	Nov 9, 2016	—	Filing for PBR on Nov 9, 2016
PBRPetrobras - Petroleo Brasileiro SA	Purchase$1,001 - $15,000	Nov 15, 2016	Nov 7, 2016	—	Filing for PBR on Nov 7, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Dec 9, 2016	Nov 4, 2016	▲ 476.9%+153.5 pts vs S&P	Filing for FSLR on Nov 4, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Dec 9, 2016	Nov 3, 2016	▲ 442.9%+120.0 pts vs S&P	Filing for FSLR on Nov 3, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Nov 15, 2016	Nov 3, 2016	▲ 442.9%+120.0 pts vs S&P	Filing for FSLR on Nov 3, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Nov 15, 2016	Oct 21, 2016	▲ 343.5%+30.8 pts vs S&P	Filing for FSLR on Oct 21, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Nov 15, 2016	Oct 3, 2016	▲ 385.8%+76.6 pts vs S&P	Filing for FSLR on Oct 3, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Oct 7, 2016	Oct 3, 2016	▲ 385.8%+76.6 pts vs S&P	Filing for FSLR on Oct 3, 2016
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	Sep 16, 2016	Jul 22, 2016	▲ 642.1%+333.6 pts vs S&P	Filing for GOOGL on Jul 22, 2016
PANWPalo Alto Networks	Sale (full)$1,001 - $15,000 · Spouse	Sep 16, 2016	Jul 22, 2016	▲ 1525.4%+1216.8 pts vs S&P	Filing for PANW on Jul 22, 2016
YUMYum! Brands	Purchase$1,001 - $15,000 · Spouse	Sep 16, 2016	Jul 22, 2016	▲ 192.3%−116.2 pts vs S&P	Filing for YUM on Jul 22, 2016
WYNNWynn Resorts	Sale (full)$1,001 - $15,000	Jul 14, 2016	Jul 13, 2016	▼ 7.5%−320.4 pts vs S&P	Filing for WYNN on Jul 13, 2016
HRIHerc Holdings Inc	Exchange$1,001 - $15,000	Aug 1, 2016	Jul 1, 2016	—	Filing for HRI on Jul 1, 2016
CSXCSX Corporation	Purchase$1,001 - $15,000	Aug 4, 2017	Jun 24, 2016	▲ 586.1%+249.5 pts vs S&P	Filing for CSX on Jun 24, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Aug 4, 2017	Jun 24, 2016	▲ 307.1%−29.5 pts vs S&P	Filing for FSLR on Jun 24, 2016
CSXCSX Corporation	Purchase$1,001 - $15,000	Jul 5, 2016	Jun 24, 2016	▲ 586.1%+249.5 pts vs S&P	Filing for CSX on Jun 24, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Jul 5, 2016	Jun 24, 2016	▲ 307.1%−29.5 pts vs S&P	Filing for FSLR on Jun 24, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Jun 21, 2016	Jun 21, 2016	▲ 283.1%−42.7 pts vs S&P	Filing for FSLR on Jun 21, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Aug 4, 2017	Jun 20, 2016	▲ 279.9%−47.0 pts vs S&P	Filing for FSLR on Jun 20, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Jul 5, 2016	Jun 20, 2016	▲ 279.9%−47.0 pts vs S&P	Filing for FSLR on Jun 20, 2016
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2016	May 25, 2016	▲ 663.4%+337.1 pts vs S&P	Filing for GOOGL on May 25, 2016
AMPAmeriprise Financial	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2016	May 25, 2016	▲ 511.8%+185.6 pts vs S&P	Filing for AMP on May 25, 2016
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2016	May 25, 2016	▲ 1360.8%+1034.6 pts vs S&P	Filing for AAPL on May 25, 2016
BABoeing	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2016	May 25, 2016	▲ 47.7%−278.5 pts vs S&P	Filing for BA on May 25, 2016
CMCSAComcast	Purchase$1,001 - $15,000 · Spouse	Jun 16, 2016	May 25, 2016	▲ 6.7%−319.5 pts vs S&P	Filing for CMCSA on May 25, 2016
HDThe Home Depot	Purchase$1,001 - $15,000 · Spouse	Jun 16, 2016	May 25, 2016	▲ 221.2%−105.1 pts vs S&P	Filing for HD on May 25, 2016
MDTMedtronic	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2016	May 25, 2016	▲ 60.4%−265.9 pts vs S&P	Filing for MDT on May 25, 2016
NKENike, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2016	May 25, 2016	▼ 20.6%−346.8 pts vs S&P	Filing for NKE on May 25, 2016
PANWPalo Alto Networks	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2016	May 25, 2016	▲ 1344.6%+1018.4 pts vs S&P	Filing for PANW on May 25, 2016
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2016	May 25, 2016	▲ 25.0%−301.3 pts vs S&P	Filing for DIS on May 25, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Aug 4, 2017	Apr 29, 2016	▲ 235.6%−96.8 pts vs S&P	Filing for FSLR on Apr 29, 2016
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000	Jun 16, 2016	Apr 29, 2016	▲ 235.6%−96.8 pts vs S&P	Filing for FSLR on Apr 29, 2016
AMPAmeriprise Financial	Purchase$1,001 - $15,000 · Spouse	Aug 4, 2017	Mar 9, 2016	▲ 605.0%+255.3 pts vs S&P	Filing for AMP on Mar 9, 2016
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 4, 2017	Mar 9, 2016	▲ 1347.9%+998.2 pts vs S&P	Filing for AAPL on Mar 9, 2016
BABoeing	Purchase$1,001 - $15,000 · Spouse	Aug 4, 2017	Mar 9, 2016	▲ 56.2%−293.5 pts vs S&P	Filing for BA on Mar 9, 2016
NFLXNetflix	Sale (full)$1,001 - $15,000 · Spouse	Aug 4, 2017	Mar 9, 2016	▲ 543.3%+193.5 pts vs S&P	Filing for NFLX on Mar 9, 2016
NKENike, Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 4, 2017	Mar 9, 2016	▼ 23.7%−373.5 pts vs S&P	Filing for NKE on Mar 9, 2016
SPGSimon Property Group	Purchase$1,001 - $15,000 · Spouse	Aug 4, 2017	Mar 9, 2016	▲ 91.2%−258.5 pts vs S&P	Filing for SPG on Mar 9, 2016
DISThe Walt Disney Company	Purchase$1,001 - $15,000 · Spouse	Aug 4, 2017	Mar 9, 2016	▲ 27.8%−321.9 pts vs S&P	Filing for DIS on Mar 9, 2016
AMPAmeriprise Financial	Purchase$1,001 - $15,000 · Spouse	Mar 22, 2016	Mar 9, 2016	▲ 605.0%+255.3 pts vs S&P	Filing for AMP on Mar 9, 2016
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Mar 22, 2016	Mar 9, 2016	▲ 1347.9%+998.2 pts vs S&P	Filing for AAPL on Mar 9, 2016
BABoeing	Purchase$1,001 - $15,000 · Spouse	Mar 22, 2016	Mar 9, 2016	▲ 56.2%−293.5 pts vs S&P	Filing for BA on Mar 9, 2016
NFLXNetflix	Sale (full)$1,001 - $15,000 · Spouse	Mar 22, 2016	Mar 9, 2016	▲ 543.3%+193.5 pts vs S&P	Filing for NFLX on Mar 9, 2016
NKENike, Inc.	Purchase$1,001 - $15,000	Mar 22, 2016	Mar 9, 2016	▼ 23.7%−373.5 pts vs S&P	Filing for NKE on Mar 9, 2016
SPGSimon Property Group	Purchase$1,001 - $15,000 · Spouse	Mar 22, 2016	Mar 9, 2016	▲ 91.2%−258.5 pts vs S&P	Filing for SPG on Mar 9, 2016
DISThe Walt Disney Company	Purchase$1,001 - $15,000 · Spouse	Mar 22, 2016	Mar 9, 2016	▲ 27.8%−321.9 pts vs S&P	Filing for DIS on Mar 9, 2016
CSCOCisco	Purchase$1,001 - $15,000	Jan 28, 2016	Jan 15, 2016	▲ 499.6%+122.1 pts vs S&P	Filing for CSCO on Jan 15, 2016
XOMExxonMobil	Purchase$1,001 - $15,000	Jan 28, 2016	Jan 15, 2016	▲ 261.9%−115.5 pts vs S&P	Filing for XOM on Jan 15, 2016
DISThe Walt Disney Company	Purchase$1,001 - $15,000	Jan 28, 2016	Jan 15, 2016	▲ 32.9%−344.5 pts vs S&P	Filing for DIS on Jan 15, 2016
WYNNWynn Resorts	Purchase$1,001 - $15,000	Jan 28, 2016	Jan 15, 2016	▲ 52.1%−325.3 pts vs S&P	Filing for WYNN on Jan 15, 2016
AAPLApple Inc.	Purchase$1,001 - $15,000	Jan 7, 2016	Jan 7, 2016	▲ 1426.3%+1064.2 pts vs S&P	Filing for AAPL on Jan 7, 2016
ANAutonation, Inc.	Purchase$1,001 - $15,000	Jan 7, 2016	Jan 7, 2016	▲ 267.1%−95.0 pts vs S&P	Filing for AN on Jan 7, 2016
CSXCSX Corporation	Purchase$1,001 - $15,000	Jan 7, 2016	Jan 7, 2016	▲ 657.4%+295.3 pts vs S&P	Filing for CSX on Jan 7, 2016
CSCOCisco	Purchase$1,001 - $15,000	Jan 5, 2016	Jan 4, 2016	▲ 436.2%+90.2 pts vs S&P	Filing for CSCO on Jan 4, 2016
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Nov 12, 2015	Oct 23, 2015	—	Filing for GOOGL on Oct 23, 2015
METAMeta Platforms	Sale (full)$1,001 - $15,000 · Spouse	Nov 12, 2015	Oct 23, 2015	—	Filing for META on Oct 23, 2015
NFLXNetflix	Purchase$1,001 - $15,000 · Spouse	Nov 12, 2015	Oct 23, 2015	—	Filing for NFLX on Oct 23, 2015
ANAutonation, Inc.	Purchase$1,001 - $15,000	Sep 15, 2015	Sep 4, 2015	—	Filing for AN on Sep 4, 2015
NFLXNetflix	Purchase$1,001 - $15,000 · Spouse	Sep 21, 2015	Aug 27, 2015	—	Filing for NFLX on Aug 27, 2015
CSCOCisco	Purchase$1,001 - $15,000	Aug 24, 2015	Aug 24, 2015	—	Filing for CSCO on Aug 24, 2015
XOMExxonMobil	Purchase$1,001 - $15,000	Aug 24, 2015	Aug 24, 2015	—	Filing for XOM on Aug 24, 2015
AMPAmeriprise Financial	Sale (full)$1,001 - $15,000 · Spouse	Sep 9, 2015	Jul 14, 2015	—	Filing for AMP on Jul 14, 2015
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	Sep 9, 2015	Jul 14, 2015	—	Filing for MDT on Jul 14, 2015
ADSKAutodesk, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Sep 9, 2015	Jun 18, 2015	—	Filing for ADSK on Jun 18, 2015
AXPAmerican Express	Sale (full)$1,001 - $15,000 · Spouse	Sep 9, 2015	Apr 17, 2015	—	Filing for AXP on Apr 17, 2015
AMPAmeriprise Financial	Purchase$1,001 - $15,000 · Spouse	Sep 9, 2015	Apr 17, 2015	—	Filing for AMP on Apr 17, 2015
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	Sep 9, 2015	Apr 17, 2015	—	Filing for MDT on Apr 17, 2015
NKENike, Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 9, 2015	Apr 17, 2015	—	Filing for NKE on Apr 17, 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	−0.9%	+0.4%	52%	118	−1.3% (119)
Purchases	90 days	−3.6%	−2.9%	45%	118	−2.0% (119)
Sales	30 days	−0.3%	−0.8%	46%	67	+0.7% (69)
Sales	90 days	+2.1%	+2.0%	60%	67	+2.3% (69)

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 Oct 3, 2018 1 stock or option trade · FSLR
Report filed Sep 25, 2018 67 stock or option trades · ACN, ADBE, AAP, AKAM, GOOGL, AMT, AWK, AMP, ANET, BLK, CNC, CFG
Report filed Aug 13, 2018 3 stock or option trades · AAPL, PBR, SPWR
Report filed Aug 2, 2018 17 stock or option trades · GOOGL, BUD, BMY, MSFT, MDLZ, ROK, UNP, V
Report filed Aug 2, 2018 5 stock or option trades · AMZN, BUD, BMY, KO
Report filed Aug 1, 2018 1 stock or option trade · TJX
Report filed Aug 1, 2018 0 stock or option trades
Report filed Jul 23, 2018 4 stock or option trades · BAC, FSLR, SPWR
Report filed Jun 22, 2018 6 stock or option trades · FSLR, GOGO, DIS
Report filed May 23, 2018 5 stock or option trades · BAC, GE, HRI
Report filed May 1, 2018 0 stock or option trades
Report filed Mar 27, 2018 10 stock or option trades · META
Report filed Mar 27, 2018 4 stock or option trades · XOM, FSLR, GE
Report filed Feb 5, 2018 11 stock or option trades · META, MDLZ, V
Report filed Jan 16, 2018 4 stock or option trades · GE, GOGO, HTZ
Report filed Dec 14, 2017 2 stock or option trades · GOGO, NVGS
Report filed Nov 3, 2017 30 stock or option trades · ACN, ADBE, AMT, AMP, BLK, CL, CMCSA, CSX, CVS, DHR, ECL, HD
Report filed Oct 3, 2017 1 stock or option trade · OPK
Report filed Sep 18, 2017 6 stock or option trades · MDLZ, SBUX, DIS
Report filed Aug 21, 2017 9 stock or option trades · META, KMI, ORLY, TROW
Report filed Aug 4, 2017 18 stock or option trades · AMP, AAPL, BA, CSX, FSLR, NFLX, NKE, SPG, DIS
Report filed Jul 13, 2017 7 stock or option trades · META, KMI, ORLY, TROW
Report filed Jun 1, 2017 13 stock or option trades · ADBE, AMT, AMP, BDX, CSX, META, ROK, TROW
Report filed Dec 9, 2016 9 stock or option trades · AN, CSCO, FSLR, PBR
Report filed Nov 16, 2016 0 stock or option trades
Report filed Nov 15, 2016 10 stock or option trades · AN, FSLR, PBR
Report filed Oct 7, 2016 1 stock or option trade · FSLR
Report filed Sep 16, 2016 2 stock or option trades · YUM
Report filed Sep 16, 2016 4 stock or option trades · GOOGL, PANW
Report filed Aug 1, 2016 2 stock or option trades · HRI
Report filed Jul 14, 2016 1 stock or option trade · WYNN
Report filed Jul 5, 2016 3 stock or option trades · CSX, FSLR
Report filed Jun 21, 2016 1 stock or option trade · FSLR
Report filed Jun 16, 2016 17 stock or option trades · GOOGL, AMP, AAPL, BA, CMCSA, HD, MDT, NKE, PANW, DIS
Report filed Jun 16, 2016 3 stock or option trades · FSLR
Report filed Mar 22, 2016 12 stock or option trades · AMP, AAPL, BA, NFLX, NKE, SPG, DIS
Report filed Feb 11, 2016 1 stock or option trade
Report filed Jan 28, 2016 5 stock or option trades · CSCO, XOM, DIS, WYNN
Report filed Jan 7, 2016 3 stock or option trades · AAPL, AN, CSX
Report filed Jan 5, 2016 1 stock or option trade · CSCO
Report filed Nov 12, 2015 6 stock or option trades · GOOGL, META, NFLX
Report filed Sep 21, 2015 3 stock or option trades · NFLX
Report filed Sep 15, 2015 1 stock or option trade · AN
Report filed Sep 9, 2015 19 stock or option trades · AXP, AMP, ADSK, MDT, NKE
Report filed Aug 24, 2015 2 stock or option trades · CSCO, XOM
Report filed Jun 30, 2015 Scanned paper report (not transcribed)

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