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Daniel S. Goldman: stock trades

Democrat, Representative for NY's 10th district. Value ranges as filed, never exact figures.

Activity

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

Daniel S. Goldman: purchases and sales per month
0 0.5 1 Dec 2024: 0 purchases Dec 2024: 0 sales Dec Jan 2025: 0 purchases Jan 2025: 0 sales Feb 2025: 0 purchases Feb 2025: 1 sales Mar 2025: 0 purchases Mar 2025: 0 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: 0 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202400
Jan 202500
Feb 202501
Mar 202500
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
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Jun 202600
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Trades, 24 months
1
Purchases
0
Sales
1
In 2025
1

Top sectors

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

  • Health Care17% of trades 107
  • Real Estate15% of trades 92
  • Financials14% of trades 90
  • Consumer Staples12% of trades 77
  • Technology11% of trades 66
  • Industrials9% of trades 57

Would copying Daniel S. Goldman’s trades have beaten the S&P 500?

Copying Daniel S. Goldman’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 February 27, 2023 into $18,022 by November 2, 2026, against $19,941 in the S&P 500: +17.4% a year against +20.7%, with a beta of 1.25. Selling each purchase after 6 months instead would have made +4.5% a year. Six months after each report, the average share purchase was −6.7% against the S&P 500 (median −9.2%), and 32% beat it, too few months of reports to tell skill from luck. Measured from the trade date instead, the member’s own timing, the average was −6.8%. Reports arrived a median of 39 days after the trade. 1 purchase had already been sold in full by the time it was reported, so a follower could not copy it; the averages below still count every purchase.

$0$10.0k$20.0k 2023202420252026 $19.9k$18.0k
Copying Daniel S. GoldmanS&P 500, buy and hold $10,000 copying Daniel S. Goldman’s disclosed holdings from February 27, 2023, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 200 −4.2% −7.8% 32% -3.30 Not enough data
Purchases, 6 months after the report 200 −6.7% −9.2% 32% -3.99 Not enough data
Purchases, 3 months after the trade 200 −5.0% −8.0% 35% -3.52 Not enough data
Purchases, 6 months after the trade 200 −6.8% −10.8% 33% -4.02 Not enough data
Sales, 6 months after the report 422 −9.0% −10.0% 71% -7.93 Strong evidence: seller right
Return a year, copying
+17.4%
S&P 500, same dates
+20.7%
Yearly swing (S&P 500)
30% (15%)
Sharpe ratio (S&P 500)
0.53 (1.03)
Biggest drop (S&P 500)
−41% (−19%)
Market sensitivity (beta)
1.25

“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 Daniel S. Goldman 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.
KOThe Coca-Cola Company 3$17,003–$80,000 4$67,004–$180,000 Jan 31, 2023 Jul 14, 2023 ▲ 75.4%−20.1 pts vs S&P
TSLATesla, Inc. 5$146,005–$415,000 1$100,001–$250,000 Jan 31, 2023 Apr 10, 2023 ▲ 109.2%+17.5 pts vs S&P
ABBVAbbVie 2$2,002–$30,000 3$66,003–$165,000 Jan 31, 2023 Jul 14, 2023 ▲ 120.0%+25.5 pts vs S&P
MOAltria 2$16,002–$65,000 3$3,003–$45,000 Jan 31, 2023 Jul 14, 2023 ▲ 126.5%+32.0 pts vs S&P
MOSThe Mosaic Company 2$2,002–$30,000 3$3,003–$45,000 Mar 1, 2023 Jul 12, 2023 ▼ 62.0%−162.3 pts vs S&P
MRKMerck & Co. 2$2,002–$30,000 3$17,003–$80,000 Jan 31, 2023 Jul 14, 2023 ▲ 49.6%−44.9 pts vs S&P
SRSpire Inc 2$2,002–$30,000 3$3,003–$45,000 Jan 31, 2023 Jul 12, 2023 ▲ 44.0%−50.5 pts vs S&P
ZTSZoetis 3$3,003–$45,000 2$2,002–$30,000 Jan 31, 2023 Jul 14, 2023 ▼ 47.2%−141.7 pts vs S&P
AMTAmerican Tower 1$15,001–$50,000 3$101,003–$215,000 Mar 6, 2023 Jul 12, 2023 ▲ 2.3%−90.0 pts vs S&P
BMYBristol Myers Squibb 1$50,001–$100,000 3$116,003–$315,000 Mar 6, 2023 Jul 12, 2023 ▲ 3.1%−89.2 pts vs S&P
CAGConagra Brands Inc. 1$1,001–$15,000 3$3,003–$45,000 Jan 31, 2023 Jul 12, 2023 ▼ 52.6%−147.1 pts vs S&P
CNCCentene Corporation 2$16,002–$65,000 2$16,002–$65,000 Jan 31, 2023 Jul 12, 2023 ▼ 11.8%−106.3 pts vs S&P
DGDollar General 2$65,002–$150,000 2$65,002–$150,000 Jan 31, 2023 Jul 12, 2023 ▼ 39.8%−134.2 pts vs S&P
DLTRDollar Tree 2$30,002–$100,000 2$30,002–$100,000 Jan 31, 2023 Jul 12, 2023 ▼ 10.7%−105.2 pts vs S&P
ENPHEnphase Energy, Inc. 1$1,001–$15,000 3$17,003–$80,000 Jan 31, 2023 Apr 10, 2023 ▼ 86.6%−182.0 pts vs S&P
JNJJohnson & Johnson 2$51,002–$115,000 2$101,002–$265,000 Jan 31, 2023 Jul 14, 2023 ▲ 79.8%−11.9 pts vs S&P
KHCKraft Heinz 1$1,001–$15,000 3$17,003–$80,000 Mar 1, 2023 Jul 12, 2023 ▼ 24.4%−116.7 pts vs S&P
KRKroger 2$2,002–$30,000 2$16,002–$65,000 Jan 31, 2023 Jul 12, 2023 ▲ 56.3%−39.2 pts vs S&P
LUMNLumen Technologies, Inc. 1$1,001–$15,000 3$3,003–$45,000 Mar 1, 2023 Jul 11, 2023 ▲ 93.3%+1.0 pts vs S&P
MTBM&T Bank 3$17,003–$80,000 1$50,001–$100,000 Jan 31, 2023 Jul 12, 2023 ▲ 60.9%−33.6 pts vs S&P
PFEPfizer 1$15,001–$50,000 3$17,003–$80,000 Mar 6, 2023 Jul 12, 2023 ▼ 9.7%−105.2 pts vs S&P
SBACSBA Communications 2$30,002–$100,000 2$30,002–$100,000 Jan 31, 2023 Jul 12, 2023 ▼ 33.7%−128.2 pts vs S&P
SLGSL Green Realty Corp 2$16,002–$65,000 2$16,002–$65,000 Mar 1, 2023 Jul 12, 2023 ▲ 83.3%−17.0 pts vs S&P
USBU.S. Bancorp 2$16,002–$65,000 2$16,002–$65,000 Jan 31, 2023 Jul 12, 2023 ▲ 42.6%−51.9 pts vs S&P
VODVodafone Group Public LTD Co 2$16,002–$65,000 2$16,002–$65,000 Jan 13, 2023 Jul 10, 2023 —
VZVerizon 2$16,002–$65,000 2$115,002–$300,000 Jan 31, 2023 Jul 12, 2023 ▲ 39.1%−55.3 pts vs S&P
AAPLApple Inc. 2$30,002–$100,000 1$15,001–$50,000 Jan 31, 2023 Apr 10, 2023 ▲ 118.7%+23.2 pts vs S&P
ADMArcher Daniels Midland 1$50,001–$100,000 2$65,002–$150,000 Jan 31, 2023 Jul 12, 2023 ▼ 4.3%−99.8 pts vs S&P
AIGAmerican International Group 1$1,001–$15,000 2$16,002–$65,000 Mar 1, 2023 Apr 10, 2023 ▲ 44.6%−55.7 pts vs S&P
AMZNAmazon 1$15,001–$50,000 2$100,002–$200,000 Jan 31, 2023 Apr 10, 2023 ▲ 146.6%+54.4 pts vs S&P
ANETArista Networks 2$2,002–$30,000 1$1,001–$15,000 Jan 31, 2023 Jul 12, 2023 ▲ 433.8%+339.3 pts vs S&P
AONAon plc 2$30,002–$100,000 1$15,001–$50,000 Jan 31, 2023 Jul 10, 2023 —
APTVAptiv 1$15,001–$50,000 2$16,002–$65,000 Jan 31, 2023 Jul 14, 2023 ▼ 63.2%−157.7 pts vs S&P
BTIBritish American Tobacco P.l.c. 1$15,001–$50,000 2$100,002–$200,000 Jan 13, 2023 Jul 10, 2023 —
CBChubb Limited 1$15,001–$50,000 2$65,002–$150,000 Mar 6, 2023 Jul 12, 2023 ▲ 95.0%+2.7 pts vs S&P
CCICrown Castle 1$50,001–$100,000 2$100,002–$200,000 Mar 6, 2023 Jul 12, 2023 ▼ 22.1%−114.4 pts vs S&P
CVSCVS Health 2$16,002–$65,000 1$50,001–$100,000 Jan 31, 2023 Apr 10, 2023 ▲ 19.1%−75.4 pts vs S&P
DDominion Energy 2$30,002–$100,000 1$50,001–$100,000 Jan 31, 2023 Jul 12, 2023 ▲ 25.6%−68.9 pts vs S&P
ELThe Estée Lauder Companies 0 3$3,003–$45,000 Jan 31, 2023 Apr 10, 2023 —
ERICEricsson LM Telephone Co 1$1,001–$15,000 2$2,002–$30,000 Feb 27, 2023 Jul 10, 2023 —
FFord Motor Company 1$15,001–$50,000 2$16,002–$65,000 Jan 31, 2023 Jul 14, 2023 ▲ 18.7%−75.8 pts vs S&P
FISFidelity National Information Services 1$15,001–$50,000 2$30,002–$100,000 Mar 6, 2023 Jul 12, 2023 ▼ 20.4%−112.6 pts vs S&P
FNFFidelity National Financial, Inc. 2$2,002–$30,000 1$15,001–$50,000 Mar 6, 2023 Jul 12, 2023 ▲ 32.6%−62.9 pts vs S&P
GMGeneral Motors 1$15,001–$50,000 2$16,002–$65,000 Jan 31, 2023 Apr 10, 2023 ▲ 132.8%+38.4 pts vs S&P
HALHalliburton 2$2,002–$30,000 1$15,001–$50,000 Mar 1, 2023 Jun 29, 2023 ▼ 1.5%−101.8 pts vs S&P
HLNHaleon plc 2$2,002–$30,000 1$15,001–$50,000 Jan 13, 2023 Jul 10, 2023 —
IFFInternational Flavors & Fragrances 1$15,001–$50,000 2$16,002–$65,000 Mar 6, 2023 Jul 12, 2023 ▲ 9.6%−82.7 pts vs S&P
INVHInvitation Homes 2$2,002–$30,000 1$15,001–$50,000 Jan 31, 2023 Jul 12, 2023 ▼ 5.4%−99.9 pts vs S&P
JAZZJazz Pharmaceuticals plc 1$15,001–$50,000 2$16,002–$65,000 Jan 31, 2023 Jul 12, 2023 ▲ 63.3%−32.1 pts vs S&P
JBGSJBG Smith Properties 1$1,001–$15,000 2$2,002–$30,000 Mar 6, 2023 Jul 12, 2023 ▼ 14.1%−109.6 pts vs S&P
JHXJames Hardie Industries plc 2$2,002–$30,000 1$15,001–$50,000 Feb 27, 2023 Jul 10, 2023 ▲ 31.5%−67.3 pts vs S&P
KDPKeurig Dr Pepper 1$15,001–$50,000 2$30,002–$100,000 Jan 31, 2023 Jul 12, 2023 ▲ 11.9%−82.6 pts vs S&P
LCIDLucid Group, Inc. 1$15,001–$50,000 2$16,002–$65,000 Jan 31, 2023 Jun 29, 2023 ▼ 97.4%−191.9 pts vs S&P
LHXL3Harris 2$16,002–$65,000 1$50,001–$100,000 Jan 31, 2023 Jul 12, 2023 ▲ 38.9%−55.5 pts vs S&P
LLYLilly (Eli) 2$16,002–$65,000 1$1,001–$15,000 Jan 31, 2023 Mar 7, 2023 ▲ 320.8%+226.3 pts vs S&P
MDLZMondelez International 2$65,002–$150,000 1$100,001–$250,000 Jan 31, 2023 Apr 10, 2023 ▲ 11.1%−83.4 pts vs S&P
MMM3M 2$2,002–$30,000 1$15,001–$50,000 Jan 31, 2023 Jul 12, 2023 ▲ 108.2%+13.7 pts vs S&P
MRNAModerna 1$50,001–$100,000 2$100,002–$200,000 Mar 6, 2023 Jul 12, 2023 ▲ 41.2%−51.1 pts vs S&P
MSFTMicrosoft Corporation 2$65,002–$150,000 1$50,001–$100,000 Jan 31, 2023 Apr 10, 2023 ▲ 108.9%+13.5 pts vs S&P
NFGNational Fuel GAS Co 1$1,001–$15,000 2$16,002–$65,000 Mar 1, 2023 Jun 29, 2023 ▲ 52.9%−39.3 pts vs S&P

The 60 most traded of 347 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. Showing the latest 300 of 630 trades; every trade is in the reports below. Click a column heading to sort.

Report
SPGIS&P Global Sale (full)$15,001 - $50,000 Mar 28, 2025 Feb 11, 2025 ▼ 7.7%−34.7 pts vs S&P Filing
NOCNorthrop Grumman Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 19, 2023 ▲ 31.2%−41.1 pts vs S&P Filing
ABBVAbbVie Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 134.2%+59.5 pts vs S&P Filing
MOAltria Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 115.0%+40.4 pts vs S&P Filing
APTVAptiv Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▼ 62.5%−137.2 pts vs S&P Filing
TAT&T Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 73.6%−1.1 pts vs S&P Filing
KOThe Coca-Cola Company Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 71.2%−3.4 pts vs S&P Filing
COINCoinbase Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 37.9%−36.8 pts vs S&P Filing
DARDarling Ingredients Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▼ 16.2%−90.8 pts vs S&P Filing
FFord Motor Company Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▼ 0.5%−75.2 pts vs S&P Filing
JNJJohnson & Johnson Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 82.5%+7.8 pts vs S&P Filing
MRKMerck & Co. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 47.7%−27.0 pts vs S&P Filing
PLDPrologis Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 11.7%−63.0 pts vs S&P Filing
TELTE Connectivity Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 62.7%−11.9 pts vs S&P Filing
THOThor Industries Inc Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▼ 23.1%−97.8 pts vs S&P Filing
TMUST-Mobile US Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 16.5%−58.1 pts vs S&P Filing
TSNTyson Foods Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 21.2%−53.4 pts vs S&P Filing
VTRVentas Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▲ 99.6%+24.9 pts vs S&P Filing
ZTSZoetis Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 14, 2023 ▼ 49.3%−124.0 pts vs S&P Filing
MMM3M Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 129.3%+53.4 pts vs S&P Filing
ABBVAbbVie Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 138.6%+62.7 pts vs S&P Filing
AAPAdvance Auto Parts Inc Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 28.2%−104.1 pts vs S&P Filing
ADCAgree Realty Corp Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 21.7%−54.2 pts vs S&P Filing
AREAlexandria Real Estate Equities Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 57.4%−133.4 pts vs S&P Filing
MOAltria Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 114.1%+38.2 pts vs S&P Filing
AMCXAMC Global Media Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 38.2%−114.1 pts vs S&P Filing
AMCRAmcor Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 13.9%−62.0 pts vs S&P Filing
AMTAmerican Tower Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 7.4%−68.5 pts vs S&P Filing
ADMArcher Daniels Midland Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▼ 1.7%−77.6 pts vs S&P Filing
ANETArista Networks Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 310.1%+234.1 pts vs S&P Filing
TAT&T Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 66.5%−9.5 pts vs S&P Filing
TEAMAtlassian Corp Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 8.2%−67.7 pts vs S&P Filing
AVTRAvantor, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 25.1%−101.0 pts vs S&P Filing
BXPBXP, Inc. Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 22.0%−53.9 pts vs S&P Filing
BMYBristol Myers Squibb Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 15.3%−60.6 pts vs S&P Filing
CTRECaretrust Reit, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 109.5%+33.6 pts vs S&P Filing
CNCCentene Corporation Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 5.4%−70.5 pts vs S&P Filing
CHPTChargepoint Holdings, Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 94.0%−169.9 pts vs S&P Filing
SCHWCharles Schwab Corporation Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 59.4%−16.5 pts vs S&P Filing
CBChubb Limited Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 100.0%+24.0 pts vs S&P Filing
CIENCiena Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 582.8%+506.9 pts vs S&P Filing
CFGCitizens Financial Group Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 163.8%+87.9 pts vs S&P Filing
CLVTClarivate PLC Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 79.2%−155.1 pts vs S&P Filing
KOThe Coca-Cola Company Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 74.3%−1.7 pts vs S&P Filing
CBUCommunity Financial System, Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 60.8%−15.1 pts vs S&P Filing
CAGConagra Brands Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 47.0%−122.9 pts vs S&P Filing
CCICrown Castle Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▼ 11.5%−87.5 pts vs S&P Filing
CUBECubesmart Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 13.5%−62.4 pts vs S&P Filing
DRHDiamondrock Hospitality Co Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 98.8%+22.9 pts vs S&P Filing
DGDollar General Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▼ 17.1%−93.0 pts vs S&P Filing
DLTRDollar Tree Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 9.2%−85.1 pts vs S&P Filing
DDominion Energy Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 47.8%−28.1 pts vs S&P Filing
EIXEdison International Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 0.8%−76.7 pts vs S&P Filing
ENTAEnanta Pharmaceuticals Inc Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 46.5%−122.4 pts vs S&P Filing
EPAMEPAM Systems, Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 41.7%−117.6 pts vs S&P Filing
EPREPR Properties Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 61.5%−14.5 pts vs S&P Filing
EQIXEquinix Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 37.1%−38.8 pts vs S&P Filing
EPRTEssential Properties Realty Trust, Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 29.7%−46.3 pts vs S&P Filing
ESSEssex Property Trust Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 24.3%−51.6 pts vs S&P Filing
ESEversource Energy Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 10.4%−65.5 pts vs S&P Filing
EXCExelon Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 22.6%−53.3 pts vs S&P Filing
EXRExtra Space Storage Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 17.4%−58.5 pts vs S&P Filing
FNFabrinet Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 172.4%+96.5 pts vs S&P Filing
FERGFerguson Enterprises Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 58.2%−17.7 pts vs S&P Filing
FISFidelity National Information Services Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 27.2%−103.1 pts vs S&P Filing
FNFFidelity National Financial, Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 30.8%−45.1 pts vs S&P Filing
FCPTFour Corners Property Trust, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 7.1%−68.8 pts vs S&P Filing
GTYGetty Realty Corp Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 3.8%−72.1 pts vs S&P Filing
GILDGilead Sciences Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 144.7%+68.8 pts vs S&P Filing
HALOHalozyme Therapeutics, Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 248.3%+172.4 pts vs S&P Filing
HSTHost Hotels & Resorts Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 77.9%+1.9 pts vs S&P Filing
ICHRIchor Holdings, LTD. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 5.8%−70.1 pts vs S&P Filing
IRTIndependence Realty Trust, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 6.0%−82.0 pts vs S&P Filing
IIPRInnovative Industrial Properties Inc Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 3.3%−72.6 pts vs S&P Filing
PODDInsulet Corporation Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 45.7%−121.6 pts vs S&P Filing
IFFInternational Flavors & Fragrances Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 22.3%−53.6 pts vs S&P Filing
INVHInvitation Homes Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 14.3%−90.2 pts vs S&P Filing
IRMIron Mountain Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 117.1%+41.2 pts vs S&P Filing
JAZZJazz Pharmaceuticals plc Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 86.1%+10.2 pts vs S&P Filing
JBGSJBG Smith Properties Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 13.7%−89.6 pts vs S&P Filing
KDPKeurig Dr Pepper Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 24.7%−51.2 pts vs S&P Filing
KRCKilroy Realty Corp Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 34.9%−41.0 pts vs S&P Filing
KRGKite Realty Group Trust Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 29.8%−46.1 pts vs S&P Filing
KRKroger Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 52.6%−23.3 pts vs S&P Filing
KLICKulicke & Soffa Industries Inc Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 37.2%−38.8 pts vs S&P Filing
LHXL3Harris Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 50.5%−25.4 pts vs S&P Filing
LBTYKLiberty Global Ltd. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 16.5%−92.4 pts vs S&P Filing
LMTLockheed Martin Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 51.5%−24.4 pts vs S&P Filing
MTBM&T Bank Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 87.3%+11.4 pts vs S&P Filing
MKTXMarketaxess Holdings Inc Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 30.7%−106.6 pts vs S&P Filing
MELIMercadolibre Inc Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 46.4%−29.5 pts vs S&P Filing
MRKMerck & Co. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 47.5%−28.4 pts vs S&P Filing
MAAMid-America Apartment Communities Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 13.1%−89.0 pts vs S&P Filing
MRNAModerna Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 79.5%+3.6 pts vs S&P Filing
MOHMolina Healthcare, Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 28.4%−104.3 pts vs S&P Filing
MOSThe Mosaic Company Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 43.3%−119.2 pts vs S&P Filing
NXRTNexpoint Residential Trust, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 59.1%−135.0 pts vs S&P Filing
NVONovo Nordisk A S Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 12, 2023 — Filing
OGSONE Gas, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 17.4%−58.5 pts vs S&P Filing
PDPagerduty, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 31.1%−107.0 pts vs S&P Filing
PKPark Hotels & Resorts Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 75.4%−0.5 pts vs S&P Filing
PYPLPayPal Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 16.3%−92.2 pts vs S&P Filing
PEBPebblebrook Hotel Trust Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 55.4%−20.5 pts vs S&P Filing
PFEPfizer Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 2.0%−73.9 pts vs S&P Filing
PECOPhillips Edison & Company, Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 30.1%−45.9 pts vs S&P Filing
PHINPhinia Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 193.9%+118.0 pts vs S&P Filing
PLTKPlaytika Holding Corp. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 81.5%−157.4 pts vs S&P Filing
PGRProgressive Corporation Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 89.5%+13.5 pts vs S&P Filing
PLDPrologis Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 12, 2023 ▲ 13.9%−62.0 pts vs S&P Filing
PSAPublic Storage Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 28.1%−47.8 pts vs S&P Filing
QDELQuidelortho Corp Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 84.2%−160.1 pts vs S&P Filing
RBARB Global Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 59.9%−16.0 pts vs S&P Filing
RWTRedwood Trust Inc Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 28.9%−104.8 pts vs S&P Filing
RLAYRelay Therapeutics, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 35.6%−40.3 pts vs S&P Filing
RLJRLJ Lodging Trust Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 45.6%−30.3 pts vs S&P Filing
RTXRTX Corporation Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 124.9%+49.0 pts vs S&P Filing
IOTSamsara Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 50.3%−25.6 pts vs S&P Filing
BFSSaul Centers, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 6.4%−82.3 pts vs S&P Filing
SBACSBA Communications Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 19.5%−95.5 pts vs S&P Filing
STXSeagate Technology Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 954.4%+878.5 pts vs S&P Filing
SBGISinclair, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 24.0%−51.9 pts vs S&P Filing
SLGSL Green Realty Corp Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 87.3%+11.4 pts vs S&P Filing
SRSpire Inc Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 59.4%−16.5 pts vs S&P Filing
STTState Street Corporation Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 147.2%+71.3 pts vs S&P Filing
INNSummit Hotel Properties, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 27.0%−49.0 pts vs S&P Filing
SHOSunstone Hotel Investors, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 39.9%−36.0 pts vs S&P Filing
SYYSysco Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 10.0%−66.0 pts vs S&P Filing
TNDMTandem Diabetes Care Inc Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 39.8%−115.8 pts vs S&P Filing
SKTTanger Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 85.5%+9.6 pts vs S&P Filing
TFXTeleflex Inc Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 42.1%−118.0 pts vs S&P Filing
KHCKraft Heinz Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 18.2%−94.1 pts vs S&P Filing
TMOThermo Fisher Scientific Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 ▲ 34.0%−41.9 pts vs S&P Filing
TMUST-Mobile US Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 15.5%−60.4 pts vs S&P Filing
TRIPTripadvisor, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 46.4%−122.3 pts vs S&P Filing
TFCTruist Financial Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 76.2%+0.3 pts vs S&P Filing
USBU.S. Bancorp Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 96.7%+20.7 pts vs S&P Filing
UDRUDR, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 4.5%−80.4 pts vs S&P Filing
UPSUnited Parcel Service Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▼ 30.0%−105.9 pts vs S&P Filing
URIUnited Rentals Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 159.1%+83.2 pts vs S&P Filing
UNHUnitedHealth Group Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 4.9%−80.9 pts vs S&P Filing
UEUrban Edge Properties Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 12, 2023 ▲ 39.3%−36.6 pts vs S&P Filing
VZVerizon Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 12, 2023 ▲ 60.4%−15.6 pts vs S&P Filing
WELLWelltower Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▲ 222.7%+146.7 pts vs S&P Filing
WPMWheaton Precious Metals Corp. Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 12, 2023 — Filing
YUMCYum China Holdings, Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 12, 2023 ▼ 15.0%−90.9 pts vs S&P Filing
LUMNLumen Technologies, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 11, 2023 ▲ 128.7%+51.4 pts vs S&P Filing
AEGAegon LTD. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
ALCAlcon Inc Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
ALLEAllegion Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 ▲ 66.8%−11.7 pts vs S&P Filing
BUDAnheuser-busch Inbev SA Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 10, 2023 — Filing
AONAon plc Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
ARGXArgenx SE Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 — Filing
ASMLAsml Holding NV Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 10, 2023 — Filing
AZNAstrazeneca PLC Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 10, 2023 — Filing
BTIBritish American Tobacco P.l.c. Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 10, 2023 — Filing
CRHCRH plc Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 ▲ 83.9%+5.4 pts vs S&P Filing
ERICEricsson LM Telephone Co Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 — Filing
FERGFerguson Enterprises Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 ▲ 63.8%−14.7 pts vs S&P Filing
RACEFerrari N.V. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
FBPFirst Bancorp Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 ▲ 131.9%+53.4 pts vs S&P Filing
GSKGSK plc Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
HLNHaleon plc Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
HDBHdfc Bank LTD Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
HMCHonda Motor Co LTD Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
HSTHost Hotels & Resorts Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 ▲ 76.3%−2.2 pts vs S&P Filing
HSBCHsbc Holdings PLC Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 10, 2023 — Filing
ICLICL Group Ltd. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 — Filing
JHXJames Hardie Industries plc Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 ▲ 4.5%−74.0 pts vs S&P Filing
KIMKimco Realty Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 ▲ 46.7%−31.8 pts vs S&P Filing
PHGKoninklijke Philips NV Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 — Filing
LOGILogitech International S.a. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 ▲ 65.7%−12.8 pts vs S&P Filing
MELIMercadolibre Inc Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 ▲ 53.6%−24.8 pts vs S&P Filing
NWGNatwest Group plc Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
NTESNetease, Inc. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
NICENice Ltd. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 ▼ 47.4%−125.8 pts vs S&P Filing
NVONovo Nordisk A S Sale (full)$250,001 - $500,000 Aug 13, 2023 Jul 10, 2023 — Filing
PUKPrudential PLC Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 10, 2023 — Filing
PSAPublic Storage Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 ▲ 30.4%−48.0 pts vs S&P Filing
RTORentokil Initial PLC Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
SAPSAP SE Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 10, 2023 — Filing
STLAStellantis N.V. Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 — Filing
STMStmicroelectronics N.V. Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 10, 2023 ▲ 2.9%−75.6 pts vs S&P Filing
TSMTaiwan Semiconductor Manufacturing Co LTD Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 10, 2023 — Filing
TELTE Connectivity Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 ▲ 62.7%−15.7 pts vs S&P Filing
TMToyota Motor Corp/ Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 10, 2023 — Filing
TTTrane Technologies Sale (full)$15,001 - $50,000 Aug 13, 2023 Jul 10, 2023 ▲ 123.3%+44.8 pts vs S&P Filing
UBSUBS Group AG Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 10, 2023 — Filing
ULUnilever PLC Sale (full)$100,001 - $250,000 Aug 13, 2023 Jul 10, 2023 — Filing
VODVodafone Group Public LTD Co Sale (full)$1,001 - $15,000 Aug 13, 2023 Jul 10, 2023 — Filing
WPPWPP plc Sale (full)$50,001 - $100,000 Aug 13, 2023 Jul 10, 2023 — Filing
CLFCleveland-cliffs Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jun 29, 2023 ▼ 16.1%−95.2 pts vs S&P Filing
HALHalliburton Sale (partial)$15,001 - $50,000 Aug 13, 2023 Jun 29, 2023 ▲ 10.8%−68.3 pts vs S&P Filing
LCIDLucid Group, Inc. Sale (full)$1,001 - $15,000 Aug 13, 2023 Jun 29, 2023 ▼ 95.6%−174.7 pts vs S&P Filing
MOSThe Mosaic Company Sale (full)$1,001 - $15,000 Aug 13, 2023 Jun 29, 2023 ▼ 41.5%−120.5 pts vs S&P Filing
NFGNational Fuel GAS Co Sale (full)$1,001 - $15,000 Aug 13, 2023 Jun 29, 2023 ▲ 70.1%−9.0 pts vs S&P Filing
QSQuantumscape Corp Sale (full)$1,001 - $15,000 Aug 13, 2023 Jun 29, 2023 ▼ 47.8%−126.9 pts vs S&P Filing
VALValaris Ltd Sale (full)$1,001 - $15,000 Aug 13, 2023 Jun 29, 2023 ▲ 53.1%−26.0 pts vs S&P Filing
FTVFortive Sale (full)$1,001 - $15,000 Jul 24, 2023 Jun 21, 2023 ▲ 26.4%−54.0 pts vs S&P Filing
IRIngersoll Rand Sale (full)$1,001 - $15,000 Jul 24, 2023 Jun 21, 2023 ▲ 31.6%−48.8 pts vs S&P Filing
TELTE Connectivity Sale (full)$15,001 - $50,000 Jul 24, 2023 Jun 21, 2023 ▲ 69.2%−11.2 pts vs S&P Filing
TMUST-Mobile US Purchase$1,001 - $15,000 Jul 24, 2023 Jun 9, 2023 ▲ 23.9%−59.3 pts vs S&P Filing
ABBVAbbVie Sale (partial)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 101.5%+9.3 pts vs S&P Filing
AKRAcadia Realty Trust Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 61.7%−30.6 pts vs S&P Filing
ACNAccenture Purchase$50,001 - $100,000 May 19, 2023 Apr 10, 2023 ▼ 3.2%−95.5 pts vs S&P Filing
AFRMAffirm Holdings, Inc. Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 549.2%+456.9 pts vs S&P Filing
AGNCAGNC Investment Corp. Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 45.5%−46.8 pts vs S&P Filing
ALBAlbemarle Corporation Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 52.4%−144.7 pts vs S&P Filing
MOAltria Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 124.4%+32.2 pts vs S&P Filing
AMZNAmazon Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 146.6%+54.4 pts vs S&P Filing
AATAmerican Assets Trust, Inc. Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 47.5%−44.8 pts vs S&P Filing
AIGAmerican International Group Sale (partial)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 71.3%−21.0 pts vs S&P Filing
AIGAmerican International Group Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 71.3%−21.0 pts vs S&P Filing
AMTAmerican Tower Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 2.3%−90.0 pts vs S&P Filing
APOApollo Global Management Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 94.7%+2.5 pts vs S&P Filing
AAPLApple Inc. Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 107.6%+15.4 pts vs S&P Filing
APTVAptiv Sale (partial)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 60.1%−152.4 pts vs S&P Filing
ANETArista Networks Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 312.3%+220.1 pts vs S&P Filing
ARRYArray Technologies, Inc. Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 76.9%−169.2 pts vs S&P Filing
TEAMAtlassian Corp Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 19.4%−72.9 pts vs S&P Filing
CARAvis Budget Group, Inc. Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 39.9%−132.2 pts vs S&P Filing
AXSAxis Capital Holdings LTD Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 107.8%+15.5 pts vs S&P Filing
BACBank of America Sale (partial)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 93.4%+1.1 pts vs S&P Filing
BILLBILL Holdings, Inc. Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 32.9%−125.2 pts vs S&P Filing
BMYBristol Myers Squibb Purchase$50,001 - $100,000 May 19, 2023 Apr 10, 2023 ▲ 3.1%−89.2 pts vs S&P Filing
CPTCamden Property Trust Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 10.4%−81.8 pts vs S&P Filing
COFCapital One Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 131.7%+39.5 pts vs S&P Filing
CATCaterpillar Inc. Sale (partial)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 205.2%+113.0 pts vs S&P Filing
CNCCentene Corporation Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 1.4%−90.9 pts vs S&P Filing
CHPTChargepoint Holdings, Inc. Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 94.2%−186.5 pts vs S&P Filing
CBChubb Limited Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 95.0%+2.7 pts vs S&P Filing
CFGCitizens Financial Group Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 157.0%+64.7 pts vs S&P Filing
YOUClear Secure, Inc. Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 113.8%+21.5 pts vs S&P Filing
CLFCleveland-cliffs Inc. Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 20.9%−113.2 pts vs S&P Filing
KOThe Coca-Cola Company Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 67.6%−24.7 pts vs S&P Filing
CTSHCognizant Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 11.0%−81.3 pts vs S&P Filing
COLBColumbia Banking System, Inc. Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 74.2%−18.1 pts vs S&P Filing
CAGConagra Brands Inc. Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 53.1%−145.3 pts vs S&P Filing
CSGPCoStar Group Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 54.5%−146.7 pts vs S&P Filing
CCICrown Castle Purchase$50,001 - $100,000 May 19, 2023 Apr 10, 2023 ▼ 22.1%−114.4 pts vs S&P Filing
CWKCushman & Wakefield Ltd. Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 42.8%−49.5 pts vs S&P Filing
CVSCVS Health Sale (partial)$50,001 - $100,000 May 19, 2023 Apr 10, 2023 ▲ 38.2%−54.1 pts vs S&P Filing
DDOGDatadog, Inc. Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 234.3%+142.1 pts vs S&P Filing
DEDeere & Company Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 85.6%−6.7 pts vs S&P Filing
DLRDigital Realty Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 116.0%+23.7 pts vs S&P Filing
DGDollar General Purchase$50,001 - $100,000 May 19, 2023 Apr 10, 2023 ▼ 35.3%−127.5 pts vs S&P Filing
DLTRDollar Tree Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 12.3%−104.6 pts vs S&P Filing
EWBCEast West Bancorp Inc Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 — Filing
EDITEditas Medicine, Inc. Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 60.7%−153.0 pts vs S&P Filing
ESRTEmpire State Realty Trust, Inc. Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 14.4%−106.7 pts vs S&P Filing
ENPHEnphase Energy, Inc. Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 84.5%−176.8 pts vs S&P Filing
EPAMEPAM Systems, Inc. Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 53.2%−145.5 pts vs S&P Filing
ELThe Estée Lauder Companies Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 53.5%−145.8 pts vs S&P Filing
EXRExtra Space Storage Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 10.5%−81.8 pts vs S&P Filing
FISFidelity National Information Services Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 20.4%−112.6 pts vs S&P Filing
FITBFifth Third Bancorp Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 135.0%+42.8 pts vs S&P Filing
FCNCAFirst Citizens Bancshares Inc Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 138.5%+46.2 pts vs S&P Filing
FLOFlowers Foods Inc Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 69.8%−162.1 pts vs S&P Filing
FNFFidelity National Financial, Inc. Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 41.3%−51.0 pts vs S&P Filing
FFord Motor Company Sale (partial)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 18.6%−73.7 pts vs S&P Filing
FCELFuelcell Energy Inc Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 84.4%−176.7 pts vs S&P Filing
GMGeneral Motors Sale (partial)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 155.6%+63.4 pts vs S&P Filing
GMGeneral Motors Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 155.6%+63.4 pts vs S&P Filing
GTLBGitlab Inc. Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 56.0%−36.2 pts vs S&P Filing
HALHalliburton Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 11.7%−80.6 pts vs S&P Filing
HQYHealthequity, Inc. Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 78.4%−13.9 pts vs S&P Filing
HRLHormel Foods Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 38.5%−130.7 pts vs S&P Filing
HUNHuntsman Corp Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 57.3%−149.6 pts vs S&P Filing
HUNHuntsman Corp Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 57.3%−149.6 pts vs S&P Filing
IIPRInnovative Industrial Properties Inc Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 12.1%−80.2 pts vs S&P Filing
INSPInspire Medical Systems, Inc. Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 73.2%−165.5 pts vs S&P Filing
PODDInsulet Corporation Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 50.8%−143.1 pts vs S&P Filing
IFFInternational Flavors & Fragrances Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 9.6%−82.7 pts vs S&P Filing
IQVIQVIA Sale (partial)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 33.0%−59.3 pts vs S&P Filing
JKHYJack Henry & Associates Inc Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 14.3%−78.0 pts vs S&P Filing
JBGSJBG Smith Properties Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 6.4%−98.7 pts vs S&P Filing
JCIJohnson Controls Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 181.9%+89.6 pts vs S&P Filing
JLLJones Lang Lasalle Inc Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 176.8%+84.5 pts vs S&P Filing
JPMJPMorgan Chase Sale (partial)$50,001 - $100,000 May 19, 2023 Apr 10, 2023 ▲ 184.7%+92.4 pts vs S&P Filing
KDPKeurig Dr Pepper Sale (partial)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 11.4%−80.9 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 48.6%−43.7 pts vs S&P Filing
FWONKLiberty Media Corp Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 32.2%−60.1 pts vs S&P Filing
LNCLincoln National Corp Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 144.9%+52.6 pts vs S&P Filing
LUMNLumen Technologies, Inc. Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 93.3%+1.0 pts vs S&P Filing
MTBM&T Bank Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 111.9%+19.6 pts vs S&P Filing
MDGLMadrigal Pharmaceuticals, Inc. Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 64.7%−27.6 pts vs S&P Filing
MRVIMaravai Lifesciences Holdings, Inc. Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 46.2%−138.5 pts vs S&P Filing
MKTXMarketaxess Holdings Inc Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 48.1%−140.4 pts vs S&P Filing
VACMarriott Vacations Worldwide Corp Sale (full)$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 2.9%−89.4 pts vs S&P Filing
MRKMerck & Co. Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 41.7%−50.6 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▲ 85.5%−6.8 pts vs S&P Filing
MLKNMillerknoll, Inc. Sale (full)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 34.3%−58.0 pts vs S&P Filing
MRNAModerna Purchase$50,001 - $100,000 May 19, 2023 Apr 10, 2023 ▲ 41.2%−51.1 pts vs S&P Filing
MOHMolina Healthcare, Inc. Purchase$15,001 - $50,000 May 19, 2023 Apr 10, 2023 ▼ 27.9%−120.2 pts vs S&P Filing
TAPMolson Coors Beverage Co Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 10.6%−102.9 pts vs S&P Filing
MDLZMondelez International Purchase$50,001 - $100,000 May 19, 2023 Apr 10, 2023 ▲ 2.5%−89.7 pts vs S&P Filing
MOSThe Mosaic Company Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 54.4%−146.7 pts vs S&P Filing
MOSThe Mosaic Company Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▼ 54.4%−146.7 pts vs S&P Filing
NDAQNasdaq, Inc. Sale (partial)$50,001 - $100,000 May 19, 2023 Apr 10, 2023 ▲ 106.4%+14.2 pts vs S&P Filing
NTRANatera, Inc. Sale (partial)$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 658.2%+565.9 pts vs S&P Filing
NFGNational Fuel GAS Co Purchase$1,001 - $15,000 May 19, 2023 Apr 10, 2023 ▲ 52.9%−39.3 pts vs S&P Filing

What happened to the stocks afterwards

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

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days −2.9% −1.1% 44% 186 −1.4% (186)
Purchases 90 days −5.0% −8.0% 35% 186 −3.1% (186)
Sales 30 days −1.7% −1.8% 41% 383 −1.6% (383)
Sales 90 days −5.5% −6.0% 33% 383 −4.9% (383)

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