undamentalytics Newsletter

Carol D. Miller: stock trades

Republican, Representative for WV's 1st district. Value ranges as filed, never exact figures.

Activity

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

Carol D. Miller: purchases and sales per month
0 5 10 Dec 2024: 0 purchases Dec 2024: 0 sales Dec Jan 2025: 0 purchases Jan 2025: 0 sales Feb 2025: 0 purchases Feb 2025: 0 sales Mar 2025: 9 purchases Mar 2025: 9 sales Mar Apr 2025: 0 purchases Apr 2025: 0 sales May 2025: 0 purchases May 2025: 0 sales Jun 2025: 0 purchases Jun 2025: 0 sales Jun Jul 2025: 0 purchases Jul 2025: 0 sales Aug 2025: 0 purchases Aug 2025: 0 sales Sep 2025: 0 purchases Sep 2025: 0 sales Sep Oct 2025: 0 purchases Oct 2025: 0 sales Nov 2025: 0 purchases Nov 2025: 0 sales Dec 2025: 0 purchases Dec 2025: 0 sales Dec Jan 2026: 0 purchases Jan 2026: 0 sales Feb 2026: 0 purchases Feb 2026: 0 sales Mar 2026: 0 purchases Mar 2026: 0 sales Mar Apr 2026: 0 purchases Apr 2026: 0 sales May 2026: 0 purchases May 2026: 0 sales Jun 2026: 0 purchases Jun 2026: 0 sales Jun Jul 2026: 0 purchases Jul 2026: 0 sales Aug 2026: 0 purchases Aug 2026: 0 sales Sep 2026: 0 purchases Sep 2026: 1 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202400
Jan 202500
Feb 202500
Mar 202599
Apr 202500
May 202500
Jun 202500
Jul 202500
Aug 202500
Sep 202500
Oct 202500
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202601
Oct 202600
Nov 202600
Trades, 24 months
19
Purchases
9
Sales
10
In 2026
1

Top sectors

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

  • Health Care25% of trades 24 trades: 13 purchases, 11 sales
  • Consumer Staples25% of trades 24 trades: 12 purchases, 12 sales
  • Industrials16% of trades 16 trades: 11 purchases, 5 sales
  • Financials7% of trades 7 trades: 4 purchases, 3 sales
  • Technology6% of trades 6 trades: 5 purchases, 1 sales
  • Utilities5% of trades 5 trades: 3 purchases, 2 sales

Would copying Carol D. Miller’s trades have beaten the S&P 500?

Copying Carol D. Miller’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 13, 2020 into $20,097 by November 2, 2026, against $24,448 in the S&P 500: +11.9% a year against +15.5%, with a beta of 0.72. Selling each purchase after 6 months instead would have made −1.5% a year. Six months after each report, the average share purchase was −7.6% against the S&P 500 (median −8.3%), and 28% beat it, a gap unlikely to be luck alone. Measured from the trade date instead, the member’s own timing, the average was −8.4%. Reports arrived a median of 48 days after the trade.

$0$10.0k$20.0k 2020202120222023202420252026 $24.4k$20.1k
Copying Carol D. MillerS&P 500, buy and hold $10,000 copying Carol D. Miller’s disclosed holdings from August 13, 2020, 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.
Carol D. Miller: trades against the S&P 500 afterwards
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 53 −3.9% −5.3% 42% -2.58 Strong evidence: behind
Purchases, 6 months after the report 53 −7.6% −8.3% 28% -3.99 Strong evidence: behind
Purchases, 3 months after the trade 53 −5.5% −4.2% 32% -3.75 Strong evidence: behind
Purchases, 6 months after the trade 53 −8.4% −11.5% 25% -4.53 Strong evidence: behind
Sales, 6 months after the report 38 +0.4% −2.2% 53% 0.14 No reliable evidence
Return a year, copying
+11.9%
S&P 500, same dates
+15.5%
Yearly swing (S&P 500)
14% (17%)
Sharpe ratio (S&P 500)
0.66 (0.76)
Biggest drop (S&P 500)
−17% (−25%)
Market sensitivity (beta)
0.72

“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 Carol D. Miller 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.

Carol D. Miller: companies traded
DGXQuest Diagnostics 2$16,002–$65,000 2$16,002–$65,000 Jul 28, 2021 Mar 10, 2025 ▲ 93.8%+9.5 pts vs S&P
PFEPfizer 2$16,002–$65,000 2$16,002–$65,000 Aug 14, 2019 Mar 10, 2025 ▲ 30.0%−164.9 pts vs S&P
TGTTarget Corporation 2$16,002–$65,000 2$16,002–$65,000 Aug 8, 2022 Mar 10, 2025 ▲ 6.2%−86.9 pts vs S&P
BTIBritish American Tobacco P.l.c. 2$16,002–$65,000 1$1,001–$15,000 Feb 1, 2019 Jul 28, 2020 —
CLXClorox 2$30,002–$100,000 1$15,001–$50,000 Jul 28, 2020 Dec 14, 2021 ▼ 49.5%−205.1 pts vs S&P
DDominion Energy 2$16,002–$65,000 1$15,001–$50,000 Jul 28, 2020 Jul 28, 2021 ▲ 6.5%−149.1 pts vs S&P
USBU.S. Bancorp 1$15,001–$50,000 2$16,002–$65,000 Jul 28, 2020 Mar 10, 2025 ▲ 114.5%−41.1 pts vs S&P
ABTAbbott Laboratories 2$16,002–$65,000 0 Jul 28, 2020 Mar 4, 2021 ▲ 23.1%−132.5 pts vs S&P
AFLAflac 1$1,001–$15,000 1$1,001–$15,000 Jul 28, 2020 Mar 10, 2025 ▲ 19.7%−17.5 pts vs S&P
AMGNAmgen 2$30,002–$100,000 0 Jul 28, 2020 Mar 4, 2021 ▲ 118.8%−36.8 pts vs S&P
CMCSAComcast 0 2$16,002–$65,000 May 8, 2024 May 8, 2024 —
COKECoca-cola Consolidated, Inc. 0 2$2,002–$30,000 May 8, 2024 May 8, 2024 —
CSCOCisco 2$16,002–$65,000 0 Jul 28, 2020 Mar 4, 2021 ▲ 165.0%+9.4 pts vs S&P
CVSCVS Health 1$15,001–$50,000 1$15,001–$50,000 Apr 11, 2019 Jul 28, 2020 ▲ 123.0%−68.9 pts vs S&P
CVXChevron Corporation 1$15,001–$50,000 1$1,001–$15,000 Mar 17, 2020 Aug 4, 2020 ▲ 241.4%+92.8 pts vs S&P
EMREmerson Electric 1$15,001–$50,000 1$15,001–$50,000 Jul 28, 2020 Aug 8, 2022 ▲ 204.2%+48.7 pts vs S&P
GILDGilead Sciences 1$1,001–$15,000 1$15,001–$50,000 Nov 10, 2021 Mar 10, 2025 ▲ 50.4%+13.2 pts vs S&P
HRLHormel Foods 1$15,001–$50,000 1$15,001–$50,000 Aug 4, 2020 Jul 28, 2021 ▼ 48.9%−197.6 pts vs S&P
IRMIron Mountain 2$16,002–$65,000 0 Jul 28, 2020 Mar 4, 2021 ▲ 447.1%+291.5 pts vs S&P
JNJJohnson & Johnson 2$30,002–$100,000 0 Jul 28, 2020 Mar 4, 2021 ▲ 115.0%−40.6 pts vs S&P
KHCKraft Heinz 1$1,001–$15,000 1$15,001–$50,000 Feb 1, 2019 Jul 28, 2020 ▼ 24.3%−237.2 pts vs S&P
MCKMcKesson 0 2$30,002–$100,000 May 8, 2024 May 8, 2024 —
PGProcter & Gamble 2$16,002–$65,000 0 Jul 28, 2020 Mar 4, 2021 ▲ 48.3%−107.3 pts vs S&P
TAT&T 0 2$2,002–$30,000 May 8, 2024 May 8, 2024 —
TXNTexas Instruments 2$30,002–$100,000 0 Jul 28, 2021 Nov 11, 2022 —
UNPUnion Pacific Corporation 1$15,001–$50,000 1$15,001–$50,000 Aug 4, 2020 Nov 3, 2023 ▲ 101.5%−47.2 pts vs S&P
UPSUnited Parcel Service 1$15,001–$50,000 1$1,001–$15,000 Aug 8, 2022 Mar 10, 2025 ▼ 31.1%−124.1 pts vs S&P
WMWaste Management 2$16,002–$65,000 0 Jul 28, 2020 Mar 4, 2021 ▲ 141.5%−14.1 pts vs S&P
YUMYum! Brands 0 2$16,002–$65,000 May 8, 2024 May 8, 2024 —
ABBVAbbVie 1$15,001–$50,000 0 Jul 2, 2019 Jul 2, 2019 ▲ 423.2%+240.7 pts vs S&P
APDAir Products 1$15,001–$50,000 0 Dec 14, 2021 Dec 14, 2021 ▲ 19.3%−54.7 pts vs S&P
AWKAmerican Water Works 1$1,001–$15,000 0 Mar 10, 2025 Mar 10, 2025 ▲ 1.7%−35.4 pts vs S&P
BLKBlackRock 1$15,001–$50,000 0 Jul 28, 2021 Jul 28, 2021 ▲ 52.9%−31.4 pts vs S&P
BMYBristol Myers Squibb 0 1$15,001–$50,000 Nov 10, 2021 Nov 10, 2021 —
BUDAnheuser-busch Inbev SA 0 1$15,001–$50,000 Jul 28, 2020 Jul 28, 2020 —
CMECME Group 1$1,001–$15,000 0 Mar 10, 2025 Mar 10, 2025 ▲ 21.6%−15.6 pts vs S&P
CMICummins 1$1,001–$15,000 0 Mar 3, 2023 Mar 3, 2023 ▲ 110.2%+14.6 pts vs S&P
DOVDover Corporation 1$15,001–$50,000 0 Jul 28, 2020 Jul 28, 2020 ▲ 120.2%−35.4 pts vs S&P
ENREnergizer Holdings, Inc. 0 1$1,001–$15,000 Jul 28, 2020 Jul 28, 2020 —
EOGEOG Resources 1$15,001–$50,000 0 Nov 3, 2023 Nov 3, 2023 ▲ 34.7%−45.2 pts vs S&P
EXCExelon 0 1$15,001–$50,000 Jul 24, 2019 Jul 24, 2019 —
GDGeneral Dynamics 1$15,001–$50,000 0 Jul 28, 2021 Jul 28, 2021 ▲ 112.9%+28.6 pts vs S&P
GLWCorning Inc. 1$15,001–$50,000 0 Jul 28, 2020 Jul 28, 2020 ▲ 386.6%+231.0 pts vs S&P
HALHalliburton 0 1$1,001–$15,000 Jul 28, 2020 Jul 28, 2020 —
HONHoneywell Technologies 1$1,001–$15,000 0 Mar 10, 2025 Mar 10, 2025 ▲ 9.0%−28.1 pts vs S&P
HONAHoneywell Aerospace 0 1$711–$711 Sep 29, 2026 Sep 29, 2026 —
HSYThe Hershey Company 1$1,001–$15,000 0 Mar 10, 2025 Mar 10, 2025 ▼ 5.6%−42.8 pts vs S&P
ITWIllinois Tool Works 1$1,001–$15,000 0 Mar 10, 2025 Mar 10, 2025 ▲ 11.7%−25.5 pts vs S&P
LHXL3Harris 0 1$15,001–$50,000 Nov 10, 2021 Nov 10, 2021 —
LMTLockheed Martin 1$1,001–$15,000 0 Mar 10, 2025 Mar 10, 2025 ▲ 39.4%+2.2 pts vs S&P
MCDMcDonald's 1$15,001–$50,000 0 Jul 28, 2020 Jul 28, 2020 ▲ 54.6%−101.0 pts vs S&P
MDLZMondelez International 0 1$1,001–$15,000 Jul 28, 2020 Jul 28, 2020 —
MOAltria 0 1$1,001–$15,000 Jul 28, 2020 Jul 28, 2020 —
MRKMerck & Co. 0 1$15,001–$50,000 Jul 28, 2021 Jul 28, 2021 —
PEPPepsiCo 1$1,001–$15,000 0 Mar 10, 2025 Mar 10, 2025 ▼ 6.6%−43.7 pts vs S&P
PSXPhillips 66 0 1$1,001–$15,000 Apr 11, 2019 Apr 11, 2019 —
QCOMQualcomm 0 1$15,001–$50,000 Mar 16, 2020 Mar 16, 2020 —
VTRSViatris 0 1$1,001–$15,000 Mar 4, 2021 Mar 4, 2021 —
YUMCYum China Holdings, Inc. 0 1$1,001–$15,000 Jul 28, 2020 Jul 28, 2020 —

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.

Carol D. Miller: trades in companies we cover
Report
HONAHoneywell Aerospace Sale (full)$710.52 · Spouse Oct 30, 2026 Sep 29, 2026 ▲ 1.5%+2.9 pts vs S&P Filing for HONA on Sep 29, 2026
PFEPfizer Sale (full)$15,001 - $50,000 · Spouse Aug 13, 2026 Mar 10, 2025 ▲ 24.7%−12.5 pts vs S&P Filing for PFE on Mar 10, 2025
DGXQuest Diagnostics Sale (full)$15,001 - $50,000 · Spouse Aug 13, 2026 Mar 10, 2025 ▲ 46.0%+8.9 pts vs S&P Filing for DGX on Mar 10, 2025
TGTTarget Corporation Sale (full)$15,001 - $50,000 · Spouse Aug 13, 2026 Mar 10, 2025 ▲ 43.5%+6.3 pts vs S&P Filing for TGT on Mar 10, 2025
USBU.S. Bancorp Sale (full)$15,001 - $50,000 · Spouse Aug 13, 2026 Mar 10, 2025 ▲ 51.8%+14.6 pts vs S&P Filing for USB on Mar 10, 2025
AFLAflac Purchase$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 19.7%−17.5 pts vs S&P Filing for AFL on Mar 10, 2025
AWKAmerican Water Works Purchase$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 1.7%−35.4 pts vs S&P Filing for AWK on Mar 10, 2025
CMECME Group Purchase$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 21.6%−15.6 pts vs S&P Filing for CME on Mar 10, 2025
GILDGilead Sciences Purchase$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 50.4%+13.2 pts vs S&P Filing for GILD on Mar 10, 2025
HONHoneywell Technologies Purchase$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 9.0%−28.1 pts vs S&P Filing for HON on Mar 10, 2025
ITWIllinois Tool Works Purchase$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 11.7%−25.5 pts vs S&P Filing for ITW on Mar 10, 2025
LMTLockheed Martin Purchase$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 39.4%+2.2 pts vs S&P Filing for LMT on Mar 10, 2025
PEPPepsiCo Purchase$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▼ 6.6%−43.7 pts vs S&P Filing for PEP on Mar 10, 2025
PFEPfizer Sale (full)$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 24.7%−12.5 pts vs S&P Filing for PFE on Mar 10, 2025
DGXQuest Diagnostics Sale (full)$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 46.0%+8.9 pts vs S&P Filing for DGX on Mar 10, 2025
TGTTarget Corporation Sale (full)$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 43.5%+6.3 pts vs S&P Filing for TGT on Mar 10, 2025
HSYThe Hershey Company Purchase$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▼ 5.6%−42.8 pts vs S&P Filing for HSY on Mar 10, 2025
USBU.S. Bancorp Sale (full)$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▲ 51.8%+14.6 pts vs S&P Filing for USB on Mar 10, 2025
UPSUnited Parcel Service Sale (full)$1,001 - $15,000 Apr 11, 2025 Mar 10, 2025 ▼ 0.3%−37.5 pts vs S&P Filing for UPS on Mar 10, 2025
TAT&T Sale (full)$1,001 - $15,000 Jun 5, 2024 May 8, 2024 ▲ 39.7%−10.4 pts vs S&P Filing for T on May 8, 2024
TAT&T Sale (full)$1,001 - $15,000 Jun 5, 2024 May 8, 2024 ▲ 39.7%−10.4 pts vs S&P Filing for T on May 8, 2024
COKECoca-cola Consolidated, Inc. Sale (full)$1,001 - $15,000 Jun 5, 2024 May 8, 2024 ▲ 125.9%+75.8 pts vs S&P Filing for COKE on May 8, 2024
COKECoca-cola Consolidated, Inc. Sale (full)$1,001 - $15,000 Jun 5, 2024 May 8, 2024 ▲ 125.9%+75.8 pts vs S&P Filing for COKE on May 8, 2024
CMCSAComcast Sale (full)$1,001 - $15,000 Jun 5, 2024 May 8, 2024 ▼ 28.2%−78.3 pts vs S&P Filing for CMCSA on May 8, 2024
CMCSAComcast Sale (full)$15,001 - $50,000 Jun 5, 2024 May 8, 2024 ▼ 28.2%−78.3 pts vs S&P Filing for CMCSA on May 8, 2024
MCKMcKesson Sale (full)$15,001 - $50,000 Jun 5, 2024 May 8, 2024 ▲ 86.7%+36.6 pts vs S&P Filing for MCK on May 8, 2024
MCKMcKesson Sale (full)$15,001 - $50,000 Jun 5, 2024 May 8, 2024 ▲ 86.7%+36.6 pts vs S&P Filing for MCK on May 8, 2024
YUMYum! Brands Sale (full)$15,001 - $50,000 Jun 5, 2024 May 8, 2024 ▲ 20.8%−29.4 pts vs S&P Filing for YUM on May 8, 2024
YUMYum! Brands Sale (full)$1,001 - $15,000 Jun 5, 2024 May 8, 2024 ▲ 20.8%−29.4 pts vs S&P Filing for YUM on May 8, 2024
EOGEOG Resources Purchase$15,001 - $50,000 Dec 7, 2023 Nov 3, 2023 ▲ 34.7%−45.2 pts vs S&P Filing for EOG on Nov 3, 2023
UNPUnion Pacific Corporation Sale (full)$15,001 - $50,000 Dec 7, 2023 Nov 3, 2023 ▲ 53.7%−26.2 pts vs S&P Filing for UNP on Nov 3, 2023
CMICummins Purchase$1,001 - $15,000 Apr 17, 2023 Mar 3, 2023 ▲ 110.2%+14.6 pts vs S&P Filing for CMI on Mar 3, 2023
PFEPfizer Purchase$1,001 - $15,000 Apr 17, 2023 Mar 3, 2023 ▼ 9.8%−105.4 pts vs S&P Filing for PFE on Mar 3, 2023
DGXQuest Diagnostics Purchase$1,001 - $15,000 Dec 13, 2022 Nov 14, 2022 ▲ 76.2%−24.8 pts vs S&P Filing for DGX on Nov 14, 2022
TGTTarget Corporation Purchase$1,001 - $15,000 Dec 13, 2022 Nov 11, 2022 ▲ 1.6%−97.6 pts vs S&P Filing for TGT on Nov 11, 2022
TXNTexas Instruments Purchase$15,001 - $50,000 Dec 13, 2022 Nov 11, 2022 — Filing for TXN on Nov 11, 2022
EMREmerson Electric Sale (full)$15,001 - $50,000 · Spouse Sep 2, 2022 Aug 8, 2022 ▲ 100.8%+7.7 pts vs S&P Filing for EMR on Aug 8, 2022
TGTTarget Corporation Purchase$15,001 - $50,000 · Spouse Sep 2, 2022 Aug 8, 2022 ▲ 6.2%−86.9 pts vs S&P Filing for TGT on Aug 8, 2022
UPSUnited Parcel Service Purchase$15,001 - $50,000 · Spouse Sep 2, 2022 Aug 8, 2022 ▼ 31.1%−124.1 pts vs S&P Filing for UPS on Aug 8, 2022
APDAir Products Purchase$15,001 - $50,000 Jan 14, 2022 Dec 14, 2021 ▲ 19.3%−54.7 pts vs S&P Filing for APD on Dec 14, 2021
CLXClorox Sale (full)$15,001 - $50,000 Jan 14, 2022 Dec 14, 2021 ▼ 35.2%−109.2 pts vs S&P Filing for CLX on Dec 14, 2021
BMYBristol Myers Squibb Sale (partial)$15,001 - $50,000 · Spouse Sep 2, 2022 Nov 10, 2021 ▲ 27.8%−46.1 pts vs S&P Filing for BMY on Nov 10, 2021
GILDGilead Sciences Sale (partial)$15,001 - $50,000 · Spouse Sep 2, 2022 Nov 10, 2021 ▲ 198.9%+125.0 pts vs S&P Filing for GILD on Nov 10, 2021
LHXL3Harris Sale (partial)$15,001 - $50,000 · Spouse Sep 2, 2022 Nov 10, 2021 ▲ 36.8%−37.1 pts vs S&P Filing for LHX on Nov 10, 2021
BLKBlackRock Purchase$15,001 - $50,000 · Spouse Sep 2, 2022 Jul 28, 2021 ▲ 52.9%−31.4 pts vs S&P Filing for BLK on Jul 28, 2021
DDominion Energy Sale (partial)$15,001 - $50,000 · Spouse Sep 2, 2022 Jul 28, 2021 ▲ 11.2%−73.1 pts vs S&P Filing for D on Jul 28, 2021
GDGeneral Dynamics Purchase$15,001 - $50,000 · Spouse Sep 2, 2022 Jul 28, 2021 ▲ 112.9%+28.6 pts vs S&P Filing for GD on Jul 28, 2021
HRLHormel Foods Sale (partial)$15,001 - $50,000 · Spouse Sep 2, 2022 Jul 28, 2021 ▼ 45.5%−129.8 pts vs S&P Filing for HRL on Jul 28, 2021
MRKMerck & Co. Sale (partial)$15,001 - $50,000 · Spouse Sep 2, 2022 Jul 28, 2021 ▲ 115.6%+31.3 pts vs S&P Filing for MRK on Jul 28, 2021
DGXQuest Diagnostics Purchase$15,001 - $50,000 · Spouse Sep 2, 2022 Jul 28, 2021 ▲ 93.8%+9.5 pts vs S&P Filing for DGX on Jul 28, 2021
TXNTexas Instruments Purchase$15,001 - $50,000 · Spouse Sep 2, 2022 Jul 28, 2021 — Filing for TXN on Jul 28, 2021
ABTAbbott Laboratories Purchase$1,001 - $15,000 · Spouse Sep 2, 2022 Mar 4, 2021 ▲ 5.2%−111.0 pts vs S&P Filing for ABT on Mar 4, 2021
AMGNAmgen Purchase$15,001 - $50,000 · Spouse Sep 2, 2022 Mar 4, 2021 ▲ 146.5%+30.4 pts vs S&P Filing for AMGN on Mar 4, 2021
CSCOCisco Purchase$1,001 - $15,000 · Spouse Sep 2, 2022 Mar 4, 2021 ▲ 170.5%+54.4 pts vs S&P Filing for CSCO on Mar 4, 2021
CLXClorox Purchase$15,001 - $50,000 · Spouse Sep 2, 2022 Mar 4, 2021 ▼ 36.0%−152.1 pts vs S&P Filing for CLX on Mar 4, 2021
DDominion Energy Purchase$1,001 - $15,000 · Spouse Sep 2, 2022 Mar 4, 2021 ▲ 24.9%−91.3 pts vs S&P Filing for D on Mar 4, 2021
IRMIron Mountain Purchase$1,001 - $15,000 · Spouse Sep 2, 2022 Mar 4, 2021 ▲ 318.9%+202.8 pts vs S&P Filing for IRM on Mar 4, 2021
JNJJohnson & Johnson Purchase$15,001 - $50,000 · Spouse Sep 2, 2022 Mar 4, 2021 ▲ 102.2%−13.9 pts vs S&P Filing for JNJ on Mar 4, 2021
PGProcter & Gamble Purchase$1,001 - $15,000 · Spouse Sep 2, 2022 Mar 4, 2021 ▲ 53.5%−62.6 pts vs S&P Filing for PG on Mar 4, 2021
VTRSViatris Sale (full)$1,001 - $15,000 · Spouse Sep 2, 2022 Mar 4, 2021 ▲ 72.9%−43.2 pts vs S&P Filing for VTRS on Mar 4, 2021
WMWaste Management Purchase$1,001 - $15,000 · Spouse Sep 2, 2022 Mar 4, 2021 ▲ 122.6%+6.5 pts vs S&P Filing for WM on Mar 4, 2021
CVXChevron Corporation Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Aug 4, 2020 ▲ 241.4%+92.8 pts vs S&P Filing for CVX on Aug 4, 2020
HRLHormel Foods Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Aug 4, 2020 ▼ 48.9%−197.6 pts vs S&P Filing for HRL on Aug 4, 2020
UNPUnion Pacific Corporation Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Aug 4, 2020 ▲ 101.5%−47.2 pts vs S&P Filing for UNP on Aug 4, 2020
ABTAbbott Laboratories Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 23.1%−132.5 pts vs S&P Filing for ABT on Jul 28, 2020
AFLAflac Sale (full)$1,001 - $15,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 294.6%+139.0 pts vs S&P Filing for AFL on Jul 28, 2020
MOAltria Sale (full)$1,001 - $15,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 190.3%+34.7 pts vs S&P Filing for MO on Jul 28, 2020
AMGNAmgen Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 118.8%−36.8 pts vs S&P Filing for AMGN on Jul 28, 2020
BUDAnheuser-busch Inbev SA Sale (full)$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 — Filing for BUD on Jul 28, 2020
BTIBritish American Tobacco P.l.c. Sale (full)$1,001 - $15,000 · Spouse Sep 14, 2020 Jul 28, 2020 — Filing for BTI on Jul 28, 2020
CSCOCisco Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 165.0%+9.4 pts vs S&P Filing for CSCO on Jul 28, 2020
CLXClorox Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▼ 49.5%−205.1 pts vs S&P Filing for CLX on Jul 28, 2020
GLWCorning Inc. Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 386.6%+231.0 pts vs S&P Filing for GLW on Jul 28, 2020
CVSCVS Health Sale (full)$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 76.8%−78.7 pts vs S&P Filing for CVS on Jul 28, 2020
DDominion Energy Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 6.5%−149.1 pts vs S&P Filing for D on Jul 28, 2020
DOVDover Corporation Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 120.2%−35.4 pts vs S&P Filing for DOV on Jul 28, 2020
EMREmerson Electric Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 204.2%+48.7 pts vs S&P Filing for EMR on Jul 28, 2020
ENREnergizer Holdings, Inc. Sale (full)$1,001 - $15,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▼ 37.3%−192.9 pts vs S&P Filing for ENR on Jul 28, 2020
HALHalliburton Sale (full)$1,001 - $15,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 160.4%+4.8 pts vs S&P Filing for HAL on Jul 28, 2020
IRMIron Mountain Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 447.1%+291.5 pts vs S&P Filing for IRM on Jul 28, 2020
JNJJohnson & Johnson Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 115.0%−40.6 pts vs S&P Filing for JNJ on Jul 28, 2020
MCDMcDonald's Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 54.6%−101.0 pts vs S&P Filing for MCD on Jul 28, 2020
MDLZMondelez International Sale (full)$1,001 - $15,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 38.1%−117.5 pts vs S&P Filing for MDLZ on Jul 28, 2020
PGProcter & Gamble Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 48.3%−107.3 pts vs S&P Filing for PG on Jul 28, 2020
KHCKraft Heinz Sale (full)$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▼ 5.8%−161.3 pts vs S&P Filing for KHC on Jul 28, 2020
USBU.S. Bancorp Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 114.5%−41.1 pts vs S&P Filing for USB on Jul 28, 2020
WMWaste Management Purchase$15,001 - $50,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▲ 141.5%−14.1 pts vs S&P Filing for WM on Jul 28, 2020
YUMCYum China Holdings, Inc. Sale (full)$1,001 - $15,000 · Spouse Sep 14, 2020 Jul 28, 2020 ▼ 1.9%−157.5 pts vs S&P Filing for YUMC on Jul 28, 2020
CVXChevron Corporation Sale (full)$1,001 - $15,000 · Spouse Aug 12, 2020 Mar 17, 2020 ▲ 323.9%+95.8 pts vs S&P Filing for CVX on Mar 17, 2020
QCOMQualcomm Sale (full)$15,001 - $50,000 · Spouse Aug 12, 2020 Mar 16, 2020 ▲ 193.5%−52.2 pts vs S&P Filing for QCOM on Mar 16, 2020
PFEPfizer Purchase$15,001 - $50,000 · Spouse Aug 12, 2020 Aug 14, 2019 ▲ 30.0%−164.9 pts vs S&P Filing for PFE on Aug 14, 2019
EXCExelon Sale (full)$15,001 - $50,000 · Spouse Aug 12, 2020 Jul 24, 2019 ▲ 82.0%−95.7 pts vs S&P Filing for EXC on Jul 24, 2019
ABBVAbbVie Purchase$15,001 - $50,000 · Spouse Aug 12, 2020 Jul 2, 2019 ▲ 423.2%+240.7 pts vs S&P Filing for ABBV on Jul 2, 2019
CVSCVS Health Purchase$15,001 - $50,000 · Spouse Aug 12, 2020 Apr 11, 2019 ▲ 123.0%−68.9 pts vs S&P Filing for CVS on Apr 11, 2019
PSXPhillips 66 Sale (full)$1,001 - $15,000 · Spouse Aug 12, 2020 Apr 11, 2019 ▲ 273.2%+81.3 pts vs S&P Filing for PSX on Apr 11, 2019
BTIBritish American Tobacco P.l.c. Purchase$15,001 - $50,000 · Spouse Aug 12, 2020 Feb 1, 2019 — Filing for BTI on Feb 1, 2019
KHCKraft Heinz Purchase$1,001 - $15,000 · Spouse Aug 12, 2020 Feb 1, 2019 ▼ 24.3%−237.2 pts vs S&P Filing for KHC on Feb 1, 2019
BTIBritish American Tobacco P.l.c. Purchase$1,001 - $15,000 · Spouse Aug 12, 2020 Feb 1, 2019 — Filing for BTI on Feb 1, 2019

What happened to the stocks afterwards

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

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days −2.6% −1.5% 36% 50 −3.0% (50)
Purchases 90 days −5.4% −3.2% 38% 50 −4.4% (50)
Sales 30 days −3.2% −3.5% 36% 42 −2.2% (41)
Sales 90 days −2.2% −0.9% 37% 41 +3.2% (37)

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