David B. McKinley: stock trades

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

Activity

Top sectors

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

Consumer Staples19% of trades 75 trades: 39 purchases, 36 sales
Consumer Discretionary16% of trades 60 trades: 38 purchases, 22 sales
Industrials16% of trades 60 trades: 30 purchases, 30 sales
Technology15% of trades 59 trades: 34 purchases, 25 sales
Health Care14% of trades 56 trades: 31 purchases, 25 sales
Materials10% of trades 37 trades: 19 purchases, 18 sales

Would copying David B. McKinley’s trades have beaten the S&P 500?

Copying David B. McKinley’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 May 1, 2015 into $40,157 by November 2, 2026, against $43,376 in the S&P 500: +12.9% a year against +13.6%, with a beta of 0.90. Selling each purchase after 6 months instead would have made +8.1% a year. Six months after each report, the average share purchase was +0.1% against the S&P 500 (median +1.5%), and 57% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −0.6%. Reports arrived a median of 21 days after the trade. 2 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 David B. McKinleyS&P 500, buy and hold $10,000 copying David B. McKinley’s disclosed holdings from May 1, 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.

David B. McKinley: 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	215	+1.1%	+0.5%	54%	1.39	No reliable evidence
Purchases, 6 months after the report	215	+0.1%	+1.5%	57%	0.06	No reliable evidence
Purchases, 3 months after the trade	215	+0.6%	+0.4%	53%	0.77	No reliable evidence
Purchases, 6 months after the trade	215	−0.6%	+1.0%	52%	-0.61	No reliable evidence
Sales, 6 months after the report	169	+0.9%	−1.9%	53%	0.67	No reliable evidence

Return a year, copying: +12.9%
S&P 500, same dates: +13.6%
Yearly swing (S&P 500): 17% (18%)
Sharpe ratio (S&P 500): 0.66 (0.69)
Biggest drop (S&P 500): −31% (−34%)
Market sensitivity (beta): 0.90

“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 David B. McKinley 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.

David B. McKinley: companies traded

ECLEcolab	7$47,781–$180,776	6$47,444–$180,439	Sep 18, 2015	May 12, 2021	—
MMM3M	6$34,006–$160,000	6$47,767–$180,762	Mar 7, 2014	Jul 18, 2019	—
COSTCostco	7$35,007–$175,000	4$18,004–$95,000	Mar 7, 2014	Jul 7, 2022	—
ATRAptargroup, Inc.	4$32,004–$130,000	6$62,006–$230,000	Jul 20, 2016	Dec 20, 2018	▲ 103.8%−204.9 pts vs S&P
BDXBecton Dickinson	6$20,006–$125,000	4$46,004–$165,000	Dec 21, 2016	Aug 25, 2020	▲ 80.5%−208.3 pts vs S&P
SBUXStarbucks	7$21,007–$140,000	3$3,003–$45,000	Mar 7, 2014	Apr 30, 2020	—
AAPLApple Inc.	4$4,004–$60,000	5$68,005–$195,000	Dec 19, 2018	Aug 19, 2021	▲ 790.3%+546.4 pts vs S&P
ORLYO'Reilly Automotive	6$19,919–$110,914	3$16,339–$65,337	Mar 7, 2014	Jul 7, 2022	—
ACNAccenture	5$33,005–$145,000	3$31,003–$115,000	May 1, 2015	Aug 19, 2021	▲ 120.4%−127.4 pts vs S&P
EXPDExpeditors International	4$18,004–$95,000	4$31,407–$115,404	Oct 20, 2015	Dec 19, 2019	—
ROPRoper Technologies	4$32,004–$130,000	4$18,004–$95,000	Oct 16, 2017	May 12, 2021	▲ 99.8%−139.2 pts vs S&P
TMOThermo Fisher Scientific	4$18,004–$95,000	4$32,004–$130,000	Sep 18, 2015	Aug 19, 2021	—
WMWaste Management	6$34,006–$160,000	2$16,002–$65,000	Sep 14, 2017	Aug 28, 2020	▲ 252.1%+4.4 pts vs S&P
CLXClorox	4$18,004–$95,000	3$31,003–$115,000	Dec 21, 2016	Dec 19, 2019	▲ 6.2%−282.6 pts vs S&P
CTSHCognizant	4$18,004–$95,000	3$17,003–$80,000	Mar 7, 2014	Jul 18, 2019	—
DLTRDollar Tree	3$17,003–$80,000	4$17,485–$80,482	Sep 18, 2015	Mar 23, 2020	—
ELThe Estée Lauder Companies	4$18,004–$95,000	3$3,003–$45,000	Jul 17, 2019	Aug 19, 2021	▼ 39.2%−220.4 pts vs S&P
HSYThe Hershey Company	4$32,004–$130,000	3$31,003–$115,000	Sep 18, 2015	Dec 20, 2018	—
RTXRTX Corporation	4$4,004–$60,000	3$17,003–$80,000	Apr 13, 2020	May 12, 2021	▲ 282.3%+83.2 pts vs S&P
TJXTJX Companies	6$33,105–$145,100	1$15,001–$50,000	Mar 7, 2014	Apr 30, 2020	—
UNHUnitedHealth Group	4$18,004–$95,000	3$31,003–$115,000	Sep 18, 2015	Jul 7, 2022	—
AKAMAkamai Technologies	4$18,004–$95,000	2$16,002–$65,000	Jul 17, 2019	May 12, 2021	▲ 2.3%−178.9 pts vs S&P
CHDChurch & Dwight	3$17,003–$80,000	3$31,003–$115,000	Sep 18, 2015	Dec 20, 2018	—
DISThe Walt Disney Company	3$17,003–$80,000	3$17,003–$80,000	Mar 7, 2014	Dec 17, 2018	—
HDThe Home Depot	4$31,444–$115,441	2$16,002–$65,000	Sep 18, 2015	Aug 28, 2020	—
INTUIntuit	3$17,003–$80,000	3$17,003–$80,000	Mar 7, 2014	Aug 19, 2021	—
RPMRPM International Inc	3$17,003–$80,000	3$31,003–$115,000	Aug 20, 2020	Sep 16, 2021	▲ 40.2%−102.4 pts vs S&P
TSCOTractor Supply	4$18,004–$95,000	2$2,002–$30,000	Mar 8, 2019	Aug 19, 2021	▲ 118.0%−89.9 pts vs S&P
ABTAbbott Laboratories	3$17,003–$80,000	2$2,002–$30,000	Dec 20, 2018	Sep 21, 2022	▲ 85.0%−158.9 pts vs S&P
ELVElevance Health	3$17,003–$80,000	2$51,002–$115,000	Mar 8, 2019	Dec 27, 2021	▲ 55.9%−151.9 pts vs S&P
FISVFiserv	4$18,004–$95,000	1$15,001–$50,000	Mar 7, 2014	Feb 22, 2021	—
GOOGLAlphabet Inc. (Class A)	4$18,004–$95,000	1$1,001–$15,000	Mar 9, 2020	Aug 19, 2021	▲ 363.5%+161.0 pts vs S&P
GPNGlobal Payments	3$3,003–$45,000	2$2,002–$30,000	Mar 9, 2020	May 20, 2022	▼ 37.3%−221.2 pts vs S&P
MAMastercard	4$18,004–$95,000	1$1,001–$15,000	Jul 17, 2019	Aug 28, 2020	▲ 145.0%−36.2 pts vs S&P
MSFTMicrosoft Corporation	2$16,002–$65,000	3$3,003–$45,000	Dec 20, 2018	Aug 28, 2020	▲ 453.3%+209.4 pts vs S&P
SPGIS&P Global	4$18,004–$95,000	1$1,001–$15,000	Mar 9, 2020	Sep 21, 2022	▲ 114.2%−88.3 pts vs S&P
SYYSysco	3$17,003–$80,000	2$51,002–$115,000	Apr 15, 2019	Dec 27, 2021	▲ 30.0%−160.1 pts vs S&P
UHSUniversal Health Services	3$17,003–$80,000	2$16,002–$65,000	Mar 7, 2014	Dec 17, 2018	—
AMGNAmgen	2$16,002–$65,000	2$16,002–$65,000	Sep 18, 2015	Dec 27, 2016	—
CCLCarnival Corporation	2$16,002–$65,000	2$16,002–$65,000	Dec 20, 2018	Jul 18, 2019	▼ 37.1%−281.0 pts vs S&P
CPBCampbell's Co	2$2,002–$30,000	2$2,002–$30,000	Mar 24, 2016	Dec 27, 2016	▼ 49.6%−388.8 pts vs S&P
DHRDanaher Corporation	2$2,002–$30,000	2$16,002–$65,000	Mar 7, 2014	Jul 20, 2016	—
EATBrinker International, Inc	2$16,002–$65,000	2$16,002–$65,000	Dec 20, 2018	Apr 16, 2019	▲ 369.0%+125.1 pts vs S&P
FASTFastenal	2$2,002–$30,000	2$2,002–$30,000	Mar 24, 2016	Oct 16, 2017	▲ 465.5%+126.3 pts vs S&P
FDXFedEx	2$16,002–$65,000	2$16,002–$65,000	Dec 20, 2018	Jul 18, 2019	▲ 185.3%−58.6 pts vs S&P
HSICHenry Schein	2$16,002–$65,000	2$16,002–$65,000	Sep 14, 2017	Dec 20, 2018	▲ 30.3%−217.5 pts vs S&P
JJSFJ&J Snack Foods Corp	2$2,002–$30,000	2$2,002–$30,000	Mar 24, 2016	Dec 17, 2018	▲ 0.5%−338.7 pts vs S&P
KMBKimberly-Clark	2$16,002–$65,000	2$16,002–$65,000	Sep 18, 2015	Mar 24, 2016	—
NTAPNetApp	2$16,002–$65,000	2$16,002–$65,000	Dec 20, 2018	Aug 20, 2019	▲ 303.1%+59.2 pts vs S&P
SHWSherwin-Williams	2$2,002–$30,000	2$2,002–$30,000	Mar 24, 2016	Dec 17, 2018	▲ 300.9%−38.3 pts vs S&P
SJMThe J.M. Smucker Company	2$2,002–$30,000	2$2,002–$30,000	Mar 24, 2016	Dec 27, 2016	▲ 37.8%−301.4 pts vs S&P
HRLHormel Foods	1$15,001–$50,000	2$16,002–$65,000	Sep 18, 2015	Dec 17, 2018	—
JJacobs Solutions	2$16,002–$65,000	1$1,001–$15,000	Apr 30, 2020	Jul 7, 2022	▲ 147.1%−36.8 pts vs S&P
KMXCarmax Inc	2$2,002–$30,000	1$1,001–$15,000	Aug 20, 2020	Sep 21, 2022	▼ 49.4%−192.0 pts vs S&P
NFLXNetflix	2$2,002–$30,000	1$1,001–$15,000	Aug 20, 2020	May 27, 2021	▲ 26.6%−116.0 pts vs S&P
APDAir Products	1$1,001–$15,000	1$1,001–$15,000	Oct 20, 2015	Sep 14, 2017	—
AVGOBroadcom	2$30,002–$100,000	0	Sep 16, 2021	Sep 16, 2021	▲ 620.6%+539.8 pts vs S&P
CACICACI International Inc	2$16,002–$65,000	0	Mar 8, 2019	Mar 23, 2020	▲ 279.7%+71.8 pts vs S&P
CARRCarrier Global	0	2$2,002–$30,000	Apr 13, 2020	Apr 24, 2020	—
DRIDarden Restaurants	1$1,001–$15,000	1$1,001–$15,000	Mar 8, 2019	Mar 9, 2020	▲ 153.7%−54.2 pts vs S&P

The 60 most traded of 90 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 388 trades; every trade is in the reports below. Click a column heading to sort.

David B. McKinley: trades in companies we cover
					Report
ABTAbbott Laboratories	Sale (full)$1,001 - $15,000	Oct 12, 2022	Sep 21, 2022	▲ 18.4%−92.0 pts vs S&P	Filing for ABT on Sep 21, 2022
AJGArthur J. Gallagher & Co.	Purchase$1,001 - $15,000	Oct 12, 2022	Sep 21, 2022	▲ 63.0%−47.5 pts vs S&P	Filing for AJG on Sep 21, 2022
KMXCarmax Inc	Sale (full)$1,001 - $15,000	Oct 12, 2022	Sep 21, 2022	▼ 33.7%−144.2 pts vs S&P	Filing for KMX on Sep 21, 2022
CNCCentene Corporation	Purchase$1,001 - $15,000	Oct 12, 2022	Sep 21, 2022	▼ 16.9%−127.3 pts vs S&P	Filing for CNC on Sep 21, 2022
SPGIS&P Global	Sale (full)$1,001 - $15,000	Oct 12, 2022	Sep 21, 2022	▲ 52.0%−58.5 pts vs S&P	Filing for SPGI on Sep 21, 2022
SWKStanley Black & Decker	Sale (full)$1,001 - $15,000	Oct 12, 2022	Sep 21, 2022	▲ 46.7%−63.8 pts vs S&P	Filing for SWK on Sep 21, 2022
TSLATesla, Inc.	Purchase$1,001 - $15,000	Oct 12, 2022	Sep 21, 2022	▲ 32.1%−78.3 pts vs S&P	Filing for TSLA on Sep 21, 2022
GWWW. W. Grainger	Purchase$1,001 - $15,000	Oct 12, 2022	Sep 21, 2022	▲ 177.6%+67.2 pts vs S&P	Filing for GWW on Sep 21, 2022
COSTCostco	Sale (partial)$1,001 - $15,000	Aug 3, 2022	Jul 7, 2022	▲ 117.3%+12.3 pts vs S&P	Filing for COST on Jul 7, 2022
JJacobs Solutions	Sale (partial)$1,001 - $15,000	Aug 3, 2022	Jul 7, 2022	▲ 58.5%−46.5 pts vs S&P	Filing for J on Jul 7, 2022
ORLYO'Reilly Automotive	Sale (partial)$1,001 - $15,000	Aug 3, 2022	Jul 7, 2022	▲ 104.3%−0.7 pts vs S&P	Filing for ORLY on Jul 7, 2022
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000	Aug 3, 2022	Jul 7, 2022	▼ 15.4%−120.4 pts vs S&P	Filing for UNH on Jul 7, 2022
GPNGlobal Payments	Purchase$1,001 - $15,000	Jun 10, 2022	May 20, 2022	▼ 15.7%−121.2 pts vs S&P	Filing for GPN on May 20, 2022
ELVElevance Health	Sale (full)$50,001 - $100,000 · Joint	Jan 14, 2022	Dec 27, 2021	▼ 3.5%−71.9 pts vs S&P	Filing for ELV on Dec 27, 2021
SYYSysco	Sale (full)$50,001 - $100,000 · Joint	Jan 14, 2022	Dec 27, 2021	▲ 9.4%−59.0 pts vs S&P	Filing for SYY on Dec 27, 2021
LINLinde plc	Purchase$15,001 - $50,000 · Joint	Jan 14, 2022	Dec 6, 2021	▲ 68.5%−7.2 pts vs S&P	Filing for LIN on Dec 6, 2021
LINLinde plc	Purchase$1,001 - $15,000	Jan 14, 2022	Dec 6, 2021	▲ 68.5%−7.2 pts vs S&P	Filing for LIN on Dec 6, 2021
AVGOBroadcom	Purchase$15,001 - $50,000 · Joint	Oct 12, 2021	Sep 16, 2021	▲ 620.6%+539.8 pts vs S&P	Filing for AVGO on Sep 16, 2021
AVGOBroadcom	Purchase$15,001 - $50,000	Oct 12, 2021	Sep 16, 2021	▲ 620.6%+539.8 pts vs S&P	Filing for AVGO on Sep 16, 2021
RPMRPM International Inc	Sale (full)$15,001 - $50,000 · Joint	Oct 12, 2021	Sep 16, 2021	▲ 47.0%−33.8 pts vs S&P	Filing for RPM on Sep 16, 2021
RPMRPM International Inc	Sale (full)$15,001 - $50,000	Oct 12, 2021	Sep 16, 2021	▲ 47.0%−33.8 pts vs S&P	Filing for RPM on Sep 16, 2021
ACNAccenture	Sale (partial)$1,001 - $15,000	Sep 13, 2021	Aug 19, 2021	▼ 15.2%−99.1 pts vs S&P	Filing for ACN on Aug 19, 2021
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000	Sep 13, 2021	Aug 19, 2021	▲ 107.7%+23.8 pts vs S&P	Filing for GOOGL on Aug 19, 2021
AAPLApple Inc.	Sale (partial)$1,001 - $15,000	Sep 13, 2021	Aug 19, 2021	▲ 131.3%+47.5 pts vs S&P	Filing for AAPL on Aug 19, 2021
ELThe Estée Lauder Companies	Sale (partial)$1,001 - $15,000	Sep 13, 2021	Aug 19, 2021	▼ 65.3%−149.1 pts vs S&P	Filing for EL on Aug 19, 2021
INTUIntuit	Sale (partial)$1,001 - $15,000	Sep 13, 2021	Aug 19, 2021	▼ 33.4%−117.2 pts vs S&P	Filing for INTU on Aug 19, 2021
TMOThermo Fisher Scientific	Sale (partial)$1,001 - $15,000	Sep 13, 2021	Aug 19, 2021	▲ 28.3%−55.6 pts vs S&P	Filing for TMO on Aug 19, 2021
TSCOTractor Supply	Sale (partial)$1,001 - $15,000	Sep 13, 2021	Aug 19, 2021	▼ 1.8%−85.7 pts vs S&P	Filing for TSCO on Aug 19, 2021
NFLXNetflix	Sale (full)$1,001 - $15,000	Jun 2, 2021	May 27, 2021	▲ 25.1%−68.4 pts vs S&P	Filing for NFLX on May 27, 2021
SWKStanley Black & Decker	Purchase$1,001 - $15,000	Jun 2, 2021	May 27, 2021	▼ 41.0%−134.5 pts vs S&P	Filing for SWK on May 27, 2021
AKAMAkamai Technologies	Sale (full)$15,001 - $50,000 · Joint	Jun 2, 2021	May 12, 2021	▼ 22.9%−123.1 pts vs S&P	Filing for AKAM on May 12, 2021
ECLEcolab	Sale (full)$439.25 · Joint	Jun 2, 2021	May 12, 2021	▲ 48.9%−51.3 pts vs S&P	Filing for ECL on May 12, 2021
RTXRTX Corporation	Sale (full)$1,001 - $15,000 · Joint	Jun 2, 2021	May 12, 2021	▲ 178.9%+78.8 pts vs S&P	Filing for RTX on May 12, 2021
ROPRoper Technologies	Sale (full)$15,001 - $50,000 · Joint	Jun 2, 2021	May 12, 2021	▲ 14.8%−85.3 pts vs S&P	Filing for ROP on May 12, 2021
AKAMAkamai Technologies	Sale (full)$1,001 - $15,000	Apr 6, 2021	Mar 24, 2021	▼ 12.8%−122.2 pts vs S&P	Filing for AKAM on Mar 24, 2021
ROPRoper Technologies	Sale (full)$1,001 - $15,000	Apr 6, 2021	Mar 24, 2021	▲ 21.6%−87.9 pts vs S&P	Filing for ROP on Mar 24, 2021
KMXCarmax Inc	Purchase$1,001 - $15,000	Mar 1, 2021	Feb 22, 2021	▼ 55.0%−165.4 pts vs S&P	Filing for KMX on Feb 22, 2021
COSTCostco	Purchase$1,001 - $15,000	Mar 1, 2021	Feb 22, 2021	▲ 209.8%+99.4 pts vs S&P	Filing for COST on Feb 22, 2021
FISVFiserv	Purchase$1,001 - $15,000	Mar 1, 2021	Feb 22, 2021	▼ 48.5%−158.8 pts vs S&P	Filing for FISV on Feb 22, 2021
GPNGlobal Payments	Purchase$1,001 - $15,000	Mar 1, 2021	Feb 22, 2021	▼ 47.1%−157.4 pts vs S&P	Filing for GPN on Feb 22, 2021
NFLXNetflix	Purchase$1,001 - $15,000	Mar 1, 2021	Feb 22, 2021	▲ 18.1%−92.3 pts vs S&P	Filing for NFLX on Feb 22, 2021
ORLYO'Reilly Automotive	Purchase$914.02	Mar 1, 2021	Feb 22, 2021	▲ 196.0%+85.6 pts vs S&P	Filing for ORLY on Feb 22, 2021
RPMRPM International Inc	Purchase$1,001 - $15,000	Mar 1, 2021	Feb 22, 2021	▲ 43.0%−67.4 pts vs S&P	Filing for RPM on Feb 22, 2021
TMOThermo Fisher Scientific	Sale (partial)$1,001 - $15,000 · Joint	Nov 12, 2020	Oct 5, 2020	▲ 57.4%−83.3 pts vs S&P	Filing for TMO on Oct 5, 2020
ABTAbbott Laboratories	Sale (partial)$1,001 - $15,000 · Joint	Sep 3, 2020	Aug 28, 2020	▲ 10.9%−123.2 pts vs S&P	Filing for ABT on Aug 28, 2020
AAPLApple Inc.	Sale (partial)$15,001 - $50,000 · Joint	Sep 3, 2020	Aug 28, 2020	▲ 173.7%+39.5 pts vs S&P	Filing for AAPL on Aug 28, 2020
ELThe Estée Lauder Companies	Sale (partial)$1,001 - $15,000 · Joint	Sep 3, 2020	Aug 28, 2020	▼ 48.7%−182.8 pts vs S&P	Filing for EL on Aug 28, 2020
HDThe Home Depot	Sale (partial)$1,001 - $15,000 · Joint	Sep 3, 2020	Aug 28, 2020	▲ 35.2%−98.9 pts vs S&P	Filing for HD on Aug 28, 2020
INTUIntuit	Sale (partial)$1,001 - $15,000 · Joint	Sep 3, 2020	Aug 28, 2020	▲ 5.3%−128.9 pts vs S&P	Filing for INTU on Aug 28, 2020
MAMastercard	Sale (partial)$1,001 - $15,000 · Joint	Sep 3, 2020	Aug 28, 2020	▲ 83.2%−50.9 pts vs S&P	Filing for MA on Aug 28, 2020
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Joint	Sep 3, 2020	Aug 28, 2020	▲ 139.9%+5.7 pts vs S&P	Filing for MSFT on Aug 28, 2020
RPMRPM International Inc	Sale (partial)$1,001 - $15,000 · Joint	Sep 3, 2020	Aug 28, 2020	▲ 38.9%−95.3 pts vs S&P	Filing for RPM on Aug 28, 2020
WMWaste Management	Sale (partial)$1,001 - $15,000 · Joint	Sep 3, 2020	Aug 28, 2020	▲ 127.7%−6.4 pts vs S&P	Filing for WM on Aug 28, 2020
BDXBecton Dickinson	Sale (full)$15,001 - $50,000 · Joint	Sep 3, 2020	Aug 25, 2020	▲ 11.8%−126.8 pts vs S&P	Filing for BDX on Aug 25, 2020
ECLEcolab	Sale (partial)$15,001 - $50,000 · Joint	Sep 3, 2020	Aug 25, 2020	▲ 66.3%−72.3 pts vs S&P	Filing for ECL on Aug 25, 2020
QCOMQualcomm	Purchase$15,001 - $50,000 · Joint	Sep 3, 2020	Aug 25, 2020	▲ 62.0%−76.6 pts vs S&P	Filing for QCOM on Aug 25, 2020
RTXRTX Corporation	Sale (partial)$15,001 - $50,000 · Joint	Sep 3, 2020	Aug 25, 2020	▲ 281.6%+143.1 pts vs S&P	Filing for RTX on Aug 25, 2020
RPMRPM International Inc	Purchase$15,001 - $50,000 · Joint	Sep 3, 2020	Aug 25, 2020	▲ 38.8%−99.7 pts vs S&P	Filing for RPM on Aug 25, 2020
SYYSysco	Sale (full)$1,001 - $15,000	Sep 3, 2020	Aug 25, 2020	▲ 50.2%−88.3 pts vs S&P	Filing for SYY on Aug 25, 2020
ELVElevance Health	Sale (full)$1,001 - $15,000	Sep 3, 2020	Aug 20, 2020	▲ 60.3%−82.3 pts vs S&P	Filing for ELV on Aug 20, 2020
BDXBecton Dickinson	Sale (full)$1,001 - $15,000	Sep 3, 2020	Aug 20, 2020	▲ 10.4%−132.2 pts vs S&P	Filing for BDX on Aug 20, 2020
KMXCarmax Inc	Purchase$1,001 - $15,000	Sep 3, 2020	Aug 20, 2020	▼ 49.4%−192.0 pts vs S&P	Filing for KMX on Aug 20, 2020
ECLEcolab	Sale (full)$1,001 - $15,000	Sep 3, 2020	Aug 20, 2020	▲ 67.6%−75.0 pts vs S&P	Filing for ECL on Aug 20, 2020
NFLXNetflix	Purchase$1,001 - $15,000	Sep 3, 2020	Aug 20, 2020	▲ 26.6%−116.0 pts vs S&P	Filing for NFLX on Aug 20, 2020
QCOMQualcomm	Purchase$1,001 - $15,000	Sep 3, 2020	Aug 20, 2020	▲ 69.7%−72.9 pts vs S&P	Filing for QCOM on Aug 20, 2020
RTXRTX Corporation	Sale (full)$1,001 - $15,000	Sep 3, 2020	Aug 20, 2020	▲ 281.4%+138.7 pts vs S&P	Filing for RTX on Aug 20, 2020
RPMRPM International Inc	Purchase$1,001 - $15,000	Sep 3, 2020	Aug 20, 2020	▲ 40.2%−102.4 pts vs S&P	Filing for RPM on Aug 20, 2020
ELThe Estée Lauder Companies	Sale (partial)$1,001 - $15,000	Jul 10, 2020	Jun 1, 2020	▼ 42.8%−212.6 pts vs S&P	Filing for EL on Jun 1, 2020
ROPRoper Technologies	Sale (partial)$1,001 - $15,000	Jul 10, 2020	Jun 1, 2020	▲ 27.9%−142.0 pts vs S&P	Filing for ROP on Jun 1, 2020
TSCOTractor Supply	Sale (partial)$1,001 - $15,000	Jul 10, 2020	Jun 1, 2020	▲ 57.9%−112.0 pts vs S&P	Filing for TSCO on Jun 1, 2020
GPNGlobal Payments	Sale (partial)$1,001 - $15,000 · Joint	Jun 3, 2020	May 26, 2020	▼ 41.4%−217.0 pts vs S&P	Filing for GPN on May 26, 2020
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Joint	Jun 3, 2020	May 26, 2020	▲ 203.1%+27.5 pts vs S&P	Filing for MSFT on May 26, 2020
ABTAbbott Laboratories	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 34.0%−149.9 pts vs S&P	Filing for ABT on Apr 30, 2020
ACNAccenture	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 52.9%−130.9 pts vs S&P	Filing for ACN on Apr 30, 2020
ACNAccenture	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 52.9%−130.9 pts vs S&P	Filing for ACN on Apr 30, 2020
AKAMAkamai Technologies	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▼ 12.2%−196.1 pts vs S&P	Filing for AKAM on Apr 30, 2020
AKAMAkamai Technologies	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▼ 12.2%−196.1 pts vs S&P	Filing for AKAM on Apr 30, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 318.4%+134.6 pts vs S&P	Filing for GOOGL on Apr 30, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 318.4%+134.6 pts vs S&P	Filing for GOOGL on Apr 30, 2020
ELVElevance Health	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 61.4%−122.4 pts vs S&P	Filing for ELV on Apr 30, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 367.1%+183.3 pts vs S&P	Filing for AAPL on Apr 30, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 367.1%+183.3 pts vs S&P	Filing for AAPL on Apr 30, 2020
BDXBecton Dickinson	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 13.6%−170.2 pts vs S&P	Filing for BDX on Apr 30, 2020
BDXBecton Dickinson	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 13.6%−170.2 pts vs S&P	Filing for BDX on Apr 30, 2020
COSTCostco	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 269.7%+85.8 pts vs S&P	Filing for COST on Apr 30, 2020
COSTCostco	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 269.7%+85.8 pts vs S&P	Filing for COST on Apr 30, 2020
ECLEcolab	Purchase$387.85	May 15, 2020	Apr 30, 2020	▲ 68.8%−115.0 pts vs S&P	Filing for ECL on Apr 30, 2020
ECLEcolab	Purchase$387.85 · Joint	May 15, 2020	Apr 30, 2020	▲ 68.8%−115.0 pts vs S&P	Filing for ECL on Apr 30, 2020
ELThe Estée Lauder Companies	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▼ 35.0%−218.9 pts vs S&P	Filing for EL on Apr 30, 2020
ELThe Estée Lauder Companies	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▼ 35.0%−218.9 pts vs S&P	Filing for EL on Apr 30, 2020
GPNGlobal Payments	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▼ 37.3%−221.2 pts vs S&P	Filing for GPN on Apr 30, 2020
HDThe Home Depot	Purchase$440.78	May 15, 2020	Apr 30, 2020	▲ 77.1%−106.7 pts vs S&P	Filing for HD on Apr 30, 2020
JJacobs Solutions	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 147.1%−36.8 pts vs S&P	Filing for J on Apr 30, 2020
JJacobs Solutions	Purchase$15,001 - $50,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 147.1%−36.8 pts vs S&P	Filing for J on Apr 30, 2020
MAMastercard	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 144.3%−39.5 pts vs S&P	Filing for MA on Apr 30, 2020
MAMastercard	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 144.3%−39.5 pts vs S&P	Filing for MA on Apr 30, 2020
ORLYO'Reilly Automotive	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 249.9%+66.0 pts vs S&P	Filing for ORLY on Apr 30, 2020
ORLYO'Reilly Automotive	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 249.9%+66.0 pts vs S&P	Filing for ORLY on Apr 30, 2020
RTXRTX Corporation	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 264.7%+80.9 pts vs S&P	Filing for RTX on Apr 30, 2020
RTXRTX Corporation	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 264.7%+80.9 pts vs S&P	Filing for RTX on Apr 30, 2020
ROPRoper Technologies	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 45.4%−138.5 pts vs S&P	Filing for ROP on Apr 30, 2020
SPGIS&P Global	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 77.3%−106.5 pts vs S&P	Filing for SPGI on Apr 30, 2020
SPGIS&P Global	Purchase$15,001 - $50,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 77.3%−106.5 pts vs S&P	Filing for SPGI on Apr 30, 2020
SBUXStarbucks	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 57.4%−126.5 pts vs S&P	Filing for SBUX on Apr 30, 2020
SBUXStarbucks	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 57.4%−126.5 pts vs S&P	Filing for SBUX on Apr 30, 2020
SYYSysco	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 56.6%−127.2 pts vs S&P	Filing for SYY on Apr 30, 2020
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 112.1%−71.7 pts vs S&P	Filing for TMO on Apr 30, 2020
TJXTJX Companies	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 203.9%+20.1 pts vs S&P	Filing for TJX on Apr 30, 2020
TJXTJX Companies	Purchase$99.83 · Joint	May 15, 2020	Apr 30, 2020	▲ 203.9%+20.1 pts vs S&P	Filing for TJX on Apr 30, 2020
TSCOTractor Supply	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 91.5%−92.3 pts vs S&P	Filing for TSCO on Apr 30, 2020
TSCOTractor Supply	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 91.5%−92.3 pts vs S&P	Filing for TSCO on Apr 30, 2020
UNHUnitedHealth Group	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 53.8%−130.1 pts vs S&P	Filing for UNH on Apr 30, 2020
WMWaste Management	Purchase$1,001 - $15,000	May 15, 2020	Apr 30, 2020	▲ 160.8%−23.0 pts vs S&P	Filing for WM on Apr 30, 2020
WMWaste Management	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 30, 2020	▲ 160.8%−23.0 pts vs S&P	Filing for WM on Apr 30, 2020
CARRCarrier Global	Sale (full)$1,001 - $15,000 · Joint	May 15, 2020	Apr 24, 2020	▲ 272.0%+80.7 pts vs S&P	Filing for CARR on Apr 24, 2020
OTISOtis Worldwide	Sale (full)$1,001 - $15,000 · Joint	May 15, 2020	Apr 24, 2020	▲ 78.0%−113.4 pts vs S&P	Filing for OTIS on Apr 24, 2020
RTXRTX Corporation	Purchase$1,001 - $15,000 · Joint	May 15, 2020	Apr 24, 2020	▲ 272.7%+81.3 pts vs S&P	Filing for RTX on Apr 24, 2020
CARRCarrier Global	Sale (full)$1,001 - $15,000	May 15, 2020	Apr 13, 2020	▲ 332.1%+133.0 pts vs S&P	Filing for CARR on Apr 13, 2020
OTISOtis Worldwide	Sale (full)$1,001 - $15,000	May 15, 2020	Apr 13, 2020	▲ 85.1%−114.0 pts vs S&P	Filing for OTIS on Apr 13, 2020
RTXRTX Corporation	Purchase$1,001 - $15,000	May 15, 2020	Apr 13, 2020	▲ 282.3%+83.2 pts vs S&P	Filing for RTX on Apr 13, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$15,001 - $50,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 434.5%+164.7 pts vs S&P	Filing for GOOGL on Mar 23, 2020
ELVElevance Health	Purchase$15,001 - $50,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 159.4%−110.4 pts vs S&P	Filing for ELV on Mar 23, 2020
AAPLApple Inc.	Sale (partial)$50,001 - $100,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 511.6%+241.8 pts vs S&P	Filing for AAPL on Mar 23, 2020
CACICACI International Inc	Purchase$15,001 - $50,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 276.6%+6.8 pts vs S&P	Filing for CACI on Mar 23, 2020
COSTCostco	Sale (partial)$1,001 - $15,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 293.2%+23.4 pts vs S&P	Filing for COST on Mar 23, 2020
DLTRDollar Tree	Sale (full)$15,001 - $50,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 75.5%−194.3 pts vs S&P	Filing for DLTR on Mar 23, 2020
SPGIS&P Global	Purchase$1,001 - $15,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 170.4%−99.4 pts vs S&P	Filing for SPGI on Mar 23, 2020
SBUXStarbucks	Purchase$1,001 - $15,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 113.5%−156.3 pts vs S&P	Filing for SBUX on Mar 23, 2020
SYYSysco	Purchase$15,001 - $50,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 145.7%−124.1 pts vs S&P	Filing for SYY on Mar 23, 2020
TMOThermo Fisher Scientific	Sale (partial)$15,001 - $50,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 178.1%−91.7 pts vs S&P	Filing for TMO on Mar 23, 2020
TJXTJX Companies	Purchase$15,001 - $50,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 305.5%+35.7 pts vs S&P	Filing for TJX on Mar 23, 2020
UNHUnitedHealth Group	Sale (partial)$15,001 - $50,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 130.8%−139.0 pts vs S&P	Filing for UNH on Mar 23, 2020
WMWaste Management	Purchase$1,001 - $15,000 · Joint	Apr 15, 2020	Mar 23, 2020	▲ 196.9%−72.9 pts vs S&P	Filing for WM on Mar 23, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Apr 15, 2020	Mar 9, 2020	▲ 363.5%+161.0 pts vs S&P	Filing for GOOGL on Mar 9, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000	Apr 15, 2020	Mar 9, 2020	▲ 415.6%+213.2 pts vs S&P	Filing for AAPL on Mar 9, 2020
COSTCostco	Sale (partial)$1,001 - $15,000	Apr 15, 2020	Mar 9, 2020	▲ 271.8%+69.3 pts vs S&P	Filing for COST on Mar 9, 2020
DRIDarden Restaurants	Sale (full)$1,001 - $15,000	Apr 15, 2020	Mar 9, 2020	▲ 242.7%+40.3 pts vs S&P	Filing for DRI on Mar 9, 2020
DLTRDollar Tree	Sale (full)$1,001 - $15,000	Apr 15, 2020	Mar 9, 2020	▲ 60.5%−141.9 pts vs S&P	Filing for DLTR on Mar 9, 2020
GPNGlobal Payments	Sale (partial)$1,001 - $15,000	Apr 15, 2020	Mar 9, 2020	▼ 36.8%−239.2 pts vs S&P	Filing for GPN on Mar 9, 2020
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000	Apr 15, 2020	Mar 9, 2020	▲ 266.4%+64.0 pts vs S&P	Filing for MSFT on Mar 9, 2020
SPGIS&P Global	Purchase$1,001 - $15,000	Apr 15, 2020	Mar 9, 2020	▲ 114.2%−88.3 pts vs S&P	Filing for SPGI on Mar 9, 2020
TSCOTractor Supply	Purchase$15,001 - $50,000 · Joint	Apr 15, 2020	Mar 3, 2020	▲ 108.6%−67.6 pts vs S&P	Filing for TSCO on Mar 3, 2020
ACNAccenture	Purchase$15,001 - $50,000 · Joint	Jan 6, 2020	Dec 30, 2019	▲ 35.5%−122.7 pts vs S&P	Filing for ACN on Dec 30, 2019
WMWaste Management	Purchase$15,001 - $50,000 · Joint	Jan 6, 2020	Dec 30, 2019	▲ 130.4%−27.9 pts vs S&P	Filing for WM on Dec 30, 2019
CLXClorox	Sale (full)$15,001 - $50,000 · Joint	Jan 6, 2020	Dec 19, 2019	▼ 22.6%−182.3 pts vs S&P	Filing for CLX on Dec 19, 2019
EXPDExpeditors International	Sale (full)$15,001 - $50,000 · Joint	Jan 6, 2020	Dec 19, 2019	▲ 188.2%+28.5 pts vs S&P	Filing for EXPD on Dec 19, 2019
VFCVF Corporation	Sale (full)$15,001 - $50,000 · Joint	Jan 6, 2020	Dec 19, 2019	▼ 74.5%−234.2 pts vs S&P	Filing for VFC on Dec 19, 2019
NTAPNetApp	Sale (full)$1,001 - $15,000	Sep 13, 2019	Aug 20, 2019	▲ 396.0%+207.4 pts vs S&P	Filing for NTAP on Aug 20, 2019
NTAPNetApp	Sale (full)$15,001 - $50,000 · Joint	Sep 13, 2019	Aug 20, 2019	▲ 396.0%+207.4 pts vs S&P	Filing for NTAP on Aug 20, 2019
MMM3M	Sale (full)$1,001 - $15,000	Aug 12, 2019	Jul 18, 2019	▲ 57.2%−123.0 pts vs S&P	Filing for MMM on Jul 18, 2019
AKAMAkamai Technologies	Purchase$1,001 - $15,000	Aug 12, 2019	Jul 18, 2019	▲ 2.7%−177.4 pts vs S&P	Filing for AKAM on Jul 18, 2019
CCLCarnival Corporation	Sale (full)$1,001 - $15,000	Aug 12, 2019	Jul 18, 2019	▼ 32.4%−212.6 pts vs S&P	Filing for CCL on Jul 18, 2019
CTSHCognizant	Sale (full)$1,001 - $15,000	Aug 12, 2019	Jul 18, 2019	▲ 8.4%−171.8 pts vs S&P	Filing for CTSH on Jul 18, 2019
ELThe Estée Lauder Companies	Purchase$1,001 - $15,000	Aug 12, 2019	Jul 18, 2019	▼ 39.3%−219.5 pts vs S&P	Filing for EL on Jul 18, 2019
FDXFedEx	Sale (full)$1,001 - $15,000	Aug 12, 2019	Jul 18, 2019	▲ 173.4%−6.7 pts vs S&P	Filing for FDX on Jul 18, 2019
MAMastercard	Purchase$1,001 - $15,000	Aug 12, 2019	Jul 18, 2019	▲ 143.7%−36.5 pts vs S&P	Filing for MA on Jul 18, 2019
MMM3M	Sale (full)$15,001 - $50,000 · Joint	Aug 12, 2019	Jul 17, 2019	▲ 55.7%−125.5 pts vs S&P	Filing for MMM on Jul 17, 2019
AKAMAkamai Technologies	Purchase$15,001 - $50,000 · Joint	Aug 12, 2019	Jul 17, 2019	▲ 2.3%−178.9 pts vs S&P	Filing for AKAM on Jul 17, 2019
CCLCarnival Corporation	Sale (full)$15,001 - $50,000 · Joint	Aug 12, 2019	Jul 17, 2019	▼ 32.6%−213.8 pts vs S&P	Filing for CCL on Jul 17, 2019
CTSHCognizant	Sale (full)$15,001 - $50,000 · Joint	Aug 12, 2019	Jul 17, 2019	▲ 9.6%−171.6 pts vs S&P	Filing for CTSH on Jul 17, 2019
ELThe Estée Lauder Companies	Purchase$15,001 - $50,000 · Joint	Aug 12, 2019	Jul 17, 2019	▼ 39.2%−220.4 pts vs S&P	Filing for EL on Jul 17, 2019
FDXFedEx	Sale (full)$15,001 - $50,000 · Joint	Aug 12, 2019	Jul 17, 2019	▲ 174.0%−7.2 pts vs S&P	Filing for FDX on Jul 17, 2019
MAMastercard	Purchase$15,001 - $50,000 · Joint	Aug 12, 2019	Jul 17, 2019	▲ 145.0%−36.2 pts vs S&P	Filing for MA on Jul 17, 2019
KTBKontoor Brands, Inc.	Sale (full)$1,001 - $15,000 · Joint	Aug 12, 2019	Jul 5, 2019	▲ 234.6%+54.1 pts vs S&P	Filing for KTB on Jul 5, 2019
EATBrinker International, Inc	Sale (full)$15,001 - $50,000 · Joint	May 6, 2019	Apr 16, 2019	▲ 405.9%+215.9 pts vs S&P	Filing for EAT on Apr 16, 2019
SYYSysco	Purchase$1,001 - $15,000	May 6, 2019	Apr 15, 2019	▲ 30.0%−160.1 pts vs S&P	Filing for SYY on Apr 15, 2019
ELVElevance Health	Purchase$1,001 - $15,000	Apr 1, 2019	Mar 8, 2019	▲ 55.9%−151.9 pts vs S&P	Filing for ELV on Mar 8, 2019
AAPLApple Inc.	Sale (full)$1,001 - $15,000	Apr 1, 2019	Mar 8, 2019	▲ 704.1%+496.2 pts vs S&P	Filing for AAPL on Mar 8, 2019
EATBrinker International, Inc	Sale (full)$1,001 - $15,000	Apr 1, 2019	Mar 8, 2019	▲ 397.6%+189.7 pts vs S&P	Filing for EAT on Mar 8, 2019
CACICACI International Inc	Purchase$1,001 - $15,000	Apr 1, 2019	Mar 8, 2019	▲ 279.7%+71.8 pts vs S&P	Filing for CACI on Mar 8, 2019
CLXClorox	Sale (full)$1,001 - $15,000	Apr 1, 2019	Mar 8, 2019	▼ 24.2%−232.1 pts vs S&P	Filing for CLX on Mar 8, 2019
DRIDarden Restaurants	Purchase$1,001 - $15,000	Apr 1, 2019	Mar 8, 2019	▲ 153.7%−54.2 pts vs S&P	Filing for DRI on Mar 8, 2019
ECLEcolab	Purchase$15,001 - $50,000 · Joint	Apr 1, 2019	Mar 8, 2019	▲ 95.0%−112.8 pts vs S&P	Filing for ECL on Mar 8, 2019
EXPDExpeditors International	Sale (full)$1,001 - $15,000	Apr 1, 2019	Mar 8, 2019	▲ 200.2%−7.7 pts vs S&P	Filing for EXPD on Mar 8, 2019
TSCOTractor Supply	Purchase$1,001 - $15,000	Apr 1, 2019	Mar 8, 2019	▲ 118.0%−89.9 pts vs S&P	Filing for TSCO on Mar 8, 2019
MMM3M	Sale (full)$762.12	Feb 4, 2019	Jan 14, 2019	▲ 43.7%−184.5 pts vs S&P	Filing for MMM on Jan 14, 2019
ACNAccenture	Sale (full)$15,001 - $50,000	Feb 4, 2019	Jan 14, 2019	▲ 99.5%−128.8 pts vs S&P	Filing for ACN on Jan 14, 2019
CTSHCognizant	Purchase$15,001 - $50,000 · Joint	Feb 4, 2019	Jan 14, 2019	▲ 11.3%−217.0 pts vs S&P	Filing for CTSH on Jan 14, 2019
CTSHCognizant	Sale (full)$1,001 - $15,000	Feb 4, 2019	Jan 14, 2019	▲ 11.3%−217.0 pts vs S&P	Filing for CTSH on Jan 14, 2019
COSTCostco	Sale (full)$15,001 - $50,000	Feb 4, 2019	Jan 14, 2019	▲ 443.6%+215.3 pts vs S&P	Filing for COST on Jan 14, 2019
COSTCostco	Purchase$15,001 - $50,000 · Joint	Feb 4, 2019	Jan 14, 2019	▲ 443.6%+215.3 pts vs S&P	Filing for COST on Jan 14, 2019
DLTRDollar Tree	Sale (full)$482.09	Feb 4, 2019	Jan 14, 2019	▲ 37.9%−190.4 pts vs S&P	Filing for DLTR on Jan 14, 2019
ECLEcolab	Sale (full)$15,001 - $50,000	Feb 4, 2019	Jan 14, 2019	▲ 122.3%−106.0 pts vs S&P	Filing for ECL on Jan 14, 2019
EXPDExpeditors International	Sale (full)$403.92	Feb 4, 2019	Jan 14, 2019	▲ 227.6%−0.7 pts vs S&P	Filing for EXPD on Jan 14, 2019
ORLYO'Reilly Automotive	Sale (full)$336.91	Feb 4, 2019	Jan 14, 2019	▲ 296.2%+67.9 pts vs S&P	Filing for ORLY on Jan 14, 2019
SBUXStarbucks	Sale (full)$1,001 - $15,000	Feb 4, 2019	Jan 14, 2019	▲ 95.0%−133.3 pts vs S&P	Filing for SBUX on Jan 14, 2019
WMWaste Management	Sale (full)$15,001 - $50,000	Feb 4, 2019	Jan 14, 2019	▲ 186.7%−41.5 pts vs S&P	Filing for WM on Jan 14, 2019
ECLEcolab	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 27, 2018	▲ 128.2%−112.4 pts vs S&P	Filing for ECL on Dec 27, 2018
MMM3M	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 47.4%−196.5 pts vs S&P	Filing for MMM on Dec 20, 2018
ABTAbbott Laboratories	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 85.0%−158.9 pts vs S&P	Filing for ABT on Dec 20, 2018
ABTAbbott Laboratories	Purchase$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 20, 2018	▲ 85.0%−158.9 pts vs S&P	Filing for ABT on Dec 20, 2018
AAPLApple Inc.	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 790.3%+546.4 pts vs S&P	Filing for AAPL on Dec 20, 2018
ATRAptargroup, Inc.	Sale (full)$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 65.9%−177.9 pts vs S&P	Filing for ATR on Dec 20, 2018
BDXBecton Dickinson	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 34.0%−209.9 pts vs S&P	Filing for BDX on Dec 20, 2018
EATBrinker International, Inc	Purchase$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 20, 2018	▲ 369.0%+125.1 pts vs S&P	Filing for EAT on Dec 20, 2018
EATBrinker International, Inc	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 369.0%+125.1 pts vs S&P	Filing for EAT on Dec 20, 2018
CCLCarnival Corporation	Purchase$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 20, 2018	▼ 37.1%−281.0 pts vs S&P	Filing for CCL on Dec 20, 2018
CCLCarnival Corporation	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▼ 37.1%−281.0 pts vs S&P	Filing for CCL on Dec 20, 2018
CHDChurch & Dwight	Sale (full)$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 85.9%−157.9 pts vs S&P	Filing for CHD on Dec 20, 2018
CLXClorox	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▼ 21.6%−265.5 pts vs S&P	Filing for CLX on Dec 20, 2018
CTSHCognizant	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 14.6%−229.3 pts vs S&P	Filing for CTSH on Dec 20, 2018
COSTCostco	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 476.3%+232.4 pts vs S&P	Filing for COST on Dec 20, 2018
DLTRDollar Tree	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 60.0%−183.8 pts vs S&P	Filing for DLTR on Dec 20, 2018
EXPDExpeditors International	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 236.7%−7.2 pts vs S&P	Filing for EXPD on Dec 20, 2018
FDXFedEx	Purchase$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 20, 2018	▲ 185.3%−58.6 pts vs S&P	Filing for FDX on Dec 20, 2018
FDXFedEx	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 185.3%−58.6 pts vs S&P	Filing for FDX on Dec 20, 2018
FISVFiserv	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▼ 19.5%−263.3 pts vs S&P	Filing for FISV on Dec 20, 2018
HSICHenry Schein	Sale (full)$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 36.0%−207.8 pts vs S&P	Filing for HSIC on Dec 20, 2018
HDThe Home Depot	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 145.3%−98.6 pts vs S&P	Filing for HD on Dec 20, 2018
INTUIntuit	Purchase$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 20, 2018	▲ 92.3%−151.5 pts vs S&P	Filing for INTU on Dec 20, 2018
INTUIntuit	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 92.3%−151.5 pts vs S&P	Filing for INTU on Dec 20, 2018
MSFTMicrosoft Corporation	Purchase$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 20, 2018	▲ 453.3%+209.4 pts vs S&P	Filing for MSFT on Dec 20, 2018
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 453.3%+209.4 pts vs S&P	Filing for MSFT on Dec 20, 2018
NTAPNetApp	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 303.1%+59.2 pts vs S&P	Filing for NTAP on Dec 20, 2018
NTAPNetApp	Purchase$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 20, 2018	▲ 303.1%+59.2 pts vs S&P	Filing for NTAP on Dec 20, 2018
ROPRoper Technologies	Purchase$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 20, 2018	▲ 90.3%−153.6 pts vs S&P	Filing for ROP on Dec 20, 2018
ROPRoper Technologies	Sale (partial)$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 90.3%−153.6 pts vs S&P	Filing for ROP on Dec 20, 2018
SBUXStarbucks	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 98.9%−145.0 pts vs S&P	Filing for SBUX on Dec 20, 2018
HSYThe Hershey Company	Sale (full)$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 89.9%−154.0 pts vs S&P	Filing for HSY on Dec 20, 2018
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 224.3%−19.5 pts vs S&P	Filing for TMO on Dec 20, 2018
TJXTJX Companies	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 258.5%+14.6 pts vs S&P	Filing for TJX on Dec 20, 2018
UNHUnitedHealth Group	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 89.5%−154.4 pts vs S&P	Filing for UNH on Dec 20, 2018
WMWaste Management	Purchase$1,001 - $15,000	Jan 9, 2019	Dec 20, 2018	▲ 203.6%−40.3 pts vs S&P	Filing for WM on Dec 20, 2018
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Joint	Jan 9, 2019	Dec 19, 2018	▲ 767.9%+529.6 pts vs S&P	Filing for AAPL on Dec 19, 2018
BDXBecton Dickinson	Sale (partial)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 19, 2018	▲ 31.1%−207.2 pts vs S&P	Filing for BDX on Dec 19, 2018
TRVThe Travelers Companies	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 19, 2018	▲ 289.4%+51.1 pts vs S&P	Filing for TRV on Dec 19, 2018
MMM3M	Sale (partial)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 43.3%−189.6 pts vs S&P	Filing for MMM on Dec 17, 2018
ATRAptargroup, Inc.	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 59.8%−173.0 pts vs S&P	Filing for ATR on Dec 17, 2018
ATRAptargroup, Inc.	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 59.8%−173.0 pts vs S&P	Filing for ATR on Dec 17, 2018
BDXBecton Dickinson	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 29.0%−203.8 pts vs S&P	Filing for BDX on Dec 17, 2018
CHDChurch & Dwight	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 83.6%−149.2 pts vs S&P	Filing for CHD on Dec 17, 2018
CHDChurch & Dwight	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 83.6%−149.2 pts vs S&P	Filing for CHD on Dec 17, 2018
CLXClorox	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▼ 23.2%−256.0 pts vs S&P	Filing for CLX on Dec 17, 2018
DLTRDollar Tree	Sale (partial)$1,001 - $15,000	Jan 9, 2019	Dec 17, 2018	▲ 57.7%−175.1 pts vs S&P	Filing for DLTR on Dec 17, 2018
DTEDTE Energy	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 78.9%−154.0 pts vs S&P	Filing for DTE on Dec 17, 2018
EXPDExpeditors International	Sale (partial)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 221.2%−11.6 pts vs S&P	Filing for EXPD on Dec 17, 2018
FISVFiserv	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▼ 21.6%−254.4 pts vs S&P	Filing for FISV on Dec 17, 2018
HRHealthcare Realty Trust Inc	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 13.6%−219.3 pts vs S&P	Filing for HR on Dec 17, 2018
HSICHenry Schein	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 31.6%−201.2 pts vs S&P	Filing for HSIC on Dec 17, 2018
HDThe Home Depot	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 139.7%−93.1 pts vs S&P	Filing for HD on Dec 17, 2018
HRLHormel Foods	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 17, 2018	▼ 37.3%−270.2 pts vs S&P	Filing for HRL on Dec 17, 2018
JJSFJ&J Snack Foods Corp	Sale (full)$1,001 - $15,000 · Joint	Jan 9, 2019	Dec 17, 2018	▼ 31.6%−264.5 pts vs S&P	Filing for JJSF on Dec 17, 2018
JPMJPMorgan Chase	Sale (full)$50,001 - $100,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 321.9%+89.1 pts vs S&P	Filing for JPM on Dec 17, 2018
MKCMcCormick & Company	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▼ 22.7%−255.5 pts vs S&P	Filing for MKC on Dec 17, 2018
MCDMcDonald's	Sale (full)$50,001 - $100,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 74.1%−158.7 pts vs S&P	Filing for MCD on Dec 17, 2018
MHKMohawk Industries Inc	Sale (full)$1,001 - $15,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 25.9%−206.9 pts vs S&P	Filing for MHK on Dec 17, 2018
ORLYO'Reilly Automotive	Sale (partial)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 296.4%+63.6 pts vs S&P	Filing for ORLY on Dec 17, 2018
PEPPepsiCo	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 55.1%−177.7 pts vs S&P	Filing for PEP on Dec 17, 2018
PFEPfizer	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 6.0%−226.8 pts vs S&P	Filing for PFE on Dec 17, 2018
PMPhilip Morris International	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 282.9%+50.0 pts vs S&P	Filing for PM on Dec 17, 2018
SHWSherwin-Williams	Sale (full)$1,001 - $15,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 191.6%−41.3 pts vs S&P	Filing for SHW on Dec 17, 2018
SBUXStarbucks	Sale (partial)$1,001 - $15,000	Jan 9, 2019	Dec 17, 2018	▲ 91.7%−141.1 pts vs S&P	Filing for SBUX on Dec 17, 2018
HSYThe Hershey Company	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 92.2%−140.7 pts vs S&P	Filing for HSY on Dec 17, 2018
HSYThe Hershey Company	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 92.2%−140.7 pts vs S&P	Filing for HSY on Dec 17, 2018
TMOThermo Fisher Scientific	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 211.3%−21.6 pts vs S&P	Filing for TMO on Dec 17, 2018
TJXTJX Companies	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 243.1%+10.2 pts vs S&P	Filing for TJX on Dec 17, 2018
UNHUnitedHealth Group	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 78.0%−154.8 pts vs S&P	Filing for UNH on Dec 17, 2018
UHSUniversal Health Services	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▲ 56.8%−176.0 pts vs S&P	Filing for UHS on Dec 17, 2018
DISThe Walt Disney Company	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 7.8%−225.1 pts vs S&P	Filing for DIS on Dec 17, 2018
WCCWesco International Inc	Sale (full)$15,001 - $50,000 · Joint	Jan 9, 2019	Dec 17, 2018	▲ 652.5%+419.7 pts vs S&P	Filing for WCC on Dec 17, 2018
ZBHZimmer Biomet	Sale (full)$15,001 - $50,000	Jan 9, 2019	Dec 17, 2018	▼ 0.8%−233.6 pts vs S&P	Filing for ZBH on Dec 17, 2018
GEGE Aerospace	Sale (full)$15,001 - $50,000 · Joint	Aug 1, 2018	Jul 9, 2018	▲ 401.9%+194.7 pts vs S&P	Filing for GE on Jul 9, 2018
ATRAptargroup, Inc.	Purchase$1,001 - $15,000	Feb 5, 2018	Jan 17, 2018	▲ 84.1%−123.9 pts vs S&P	Filing for ATR on Jan 17, 2018
HSYThe Hershey Company	Purchase$1,001 - $15,000	Feb 5, 2018	Jan 17, 2018	▲ 90.8%−117.2 pts vs S&P	Filing for HSY on Jan 17, 2018
HSICHenry Schein	Purchase$1,001 - $15,000	Jan 2, 2018	Dec 4, 2017	▲ 47.4%−180.3 pts vs S&P	Filing for HSIC on Dec 4, 2017
ROPRoper Technologies	Purchase$1,001 - $15,000	Jan 2, 2018	Dec 4, 2017	▲ 92.1%−135.5 pts vs S&P	Filing for ROP on Dec 4, 2017
SBUXStarbucks	Purchase$1,001 - $15,000	Jan 2, 2018	Dec 4, 2017	▲ 115.2%−112.4 pts vs S&P	Filing for SBUX on Dec 4, 2017
ACNAccenture	Purchase$1,001 - $15,000	Dec 11, 2017	Nov 21, 2017	▲ 98.9%−134.0 pts vs S&P	Filing for ACN on Nov 21, 2017
ATRAptargroup, Inc.	Sale (full)$15,001 - $50,000	Nov 9, 2017	Oct 16, 2017	▲ 80.4%−158.6 pts vs S&P	Filing for ATR on Oct 16, 2017
CHDChurch & Dwight	Purchase$1,001 - $15,000	Nov 9, 2017	Oct 16, 2017	▲ 156.4%−82.6 pts vs S&P	Filing for CHD on Oct 16, 2017
CTSHCognizant	Purchase$1,001 - $15,000	Nov 9, 2017	Oct 16, 2017	▼ 1.8%−240.8 pts vs S&P	Filing for CTSH on Oct 16, 2017
FASTFastenal	Sale (full)$1,001 - $15,000 · Joint	Nov 9, 2017	Oct 16, 2017	▲ 460.7%+221.7 pts vs S&P	Filing for FAST on Oct 16, 2017
ORLYO'Reilly Automotive	Purchase$1,001 - $15,000	Nov 9, 2017	Oct 16, 2017	▲ 546.7%+307.6 pts vs S&P	Filing for ORLY on Oct 16, 2017
ROPRoper Technologies	Purchase$15,001 - $50,000	Nov 9, 2017	Oct 16, 2017	▲ 99.8%−139.2 pts vs S&P	Filing for ROP on Oct 16, 2017
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000	Nov 9, 2017	Oct 16, 2017	▲ 273.9%+34.8 pts vs S&P	Filing for TMO on Oct 16, 2017
UHSUniversal Health Services	Purchase$1,001 - $15,000	Nov 9, 2017	Oct 16, 2017	▲ 76.7%−162.3 pts vs S&P	Filing for UHS on Oct 16, 2017
MMM3M	Purchase$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▲ 34.8%−213.0 pts vs S&P	Filing for MMM on Sep 14, 2017
ACNAccenture	Purchase$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▲ 120.4%−127.4 pts vs S&P	Filing for ACN on Sep 14, 2017
APDAir Products	Sale (full)$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▲ 161.8%−86.0 pts vs S&P	Filing for APD on Sep 14, 2017
ATRAptargroup, Inc.	Purchase$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▲ 89.0%−158.7 pts vs S&P	Filing for ATR on Sep 14, 2017
BDXBecton Dickinson	Purchase$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▲ 49.9%−197.9 pts vs S&P	Filing for BDX on Sep 14, 2017
CLXClorox	Purchase$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▼ 7.5%−255.3 pts vs S&P	Filing for CLX on Sep 14, 2017
COSTCostco	Purchase$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▲ 609.1%+361.3 pts vs S&P	Filing for COST on Sep 14, 2017
ECLEcolab	Purchase$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▲ 156.8%−90.9 pts vs S&P	Filing for ECL on Sep 14, 2017
EFXEquifax	Sale (full)$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▲ 111.8%−136.0 pts vs S&P	Filing for EFX on Sep 14, 2017
EXPDExpeditors International	Purchase$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▲ 299.5%+51.7 pts vs S&P	Filing for EXPD on Sep 14, 2017
FASTFastenal	Sale (full)$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▲ 508.4%+260.6 pts vs S&P	Filing for FAST on Sep 14, 2017
HSICHenry Schein	Purchase$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▲ 30.3%−217.5 pts vs S&P	Filing for HSIC on Sep 14, 2017
HDThe Home Depot	Purchase$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▲ 159.7%−88.1 pts vs S&P	Filing for HD on Sep 14, 2017
HRLHormel Foods	Sale (full)$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▼ 10.2%−258.0 pts vs S&P	Filing for HRL on Sep 14, 2017
INTUIntuit	Sale (full)$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▲ 163.0%−84.8 pts vs S&P	Filing for INTU on Sep 14, 2017
JJSFJ&J Snack Foods Corp	Sale (full)$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▼ 17.8%−265.6 pts vs S&P	Filing for JJSF on Sep 14, 2017
MKCMcCormick & Company	Purchase$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▲ 17.5%−230.3 pts vs S&P	Filing for MKC on Sep 14, 2017
PEPPepsiCo	Purchase$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▲ 59.5%−188.3 pts vs S&P	Filing for PEP on Sep 14, 2017
SHWSherwin-Williams	Sale (full)$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▲ 220.1%−27.7 pts vs S&P	Filing for SHW on Sep 14, 2017
HSYThe Hershey Company	Purchase$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▲ 91.2%−156.6 pts vs S&P	Filing for HSY on Sep 14, 2017
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000	Oct 5, 2017	Sep 14, 2017	▲ 24.7%−223.1 pts vs S&P	Filing for DIS on Sep 14, 2017
WMWaste Management	Purchase$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▲ 252.1%+4.4 pts vs S&P	Filing for WM on Sep 14, 2017
ZBHZimmer Biomet	Purchase$15,001 - $50,000	Oct 5, 2017	Sep 14, 2017	▼ 7.3%−255.1 pts vs S&P	Filing for ZBH on Sep 14, 2017
MMM3M	Purchase$1,001 - $15,000	Jan 10, 2017	Dec 27, 2016	▲ 62.2%−225.8 pts vs S&P	Filing for MMM on Dec 27, 2016

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	+0.3%	+0.2%	50%	171	+0.2% (176)
Purchases	90 days	+0.8%	+0.4%	56%	171	+0.4% (176)
Sales	30 days	−0.6%	−0.5%	47%	166	+1.0% (169)
Sales	90 days	+0.5%	−1.3%	46%	166	+1.7% (169)

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 12, 2022 8 stock or option trades · ABT, AJG, KMX, CNC, SPGI, SWK, TSLA, GWW
Report filed Aug 3, 2022 4 stock or option trades · COST, J, ORLY, UNH
Report filed Jun 10, 2022 1 stock or option trade · GPN
Report filed Jan 14, 2022 6 stock or option trades · ELV, LIN, SYY
Report filed Oct 12, 2021 4 stock or option trades · AVGO, RPM
Report filed Sep 13, 2021 7 stock or option trades · ACN, GOOGL, AAPL, EL, INTU, TMO, TSCO
Report filed Jun 2, 2021 7 stock or option trades · AKAM, ECL, NFLX, RTX, ROP, SWK
Report filed Apr 6, 2021 3 stock or option trades · AKAM, ROP
Report filed Mar 1, 2021 8 stock or option trades · KMX, COST, FISV, GPN, NFLX, ORLY, RPM
Report filed Nov 12, 2020 2 stock or option trades · TMO
Report filed Sep 3, 2020 25 stock or option trades · ABT, ELV, AAPL, BDX, KMX, ECL, EL, HD, INTU, MA, MSFT, NFLX
Report filed Jul 10, 2020 3 stock or option trades · EL, ROP, TSCO
Report filed Jun 3, 2020 2 stock or option trades · GPN, MSFT
Report filed May 15, 2020 50 stock or option trades · ABT, ACN, AKAM, GOOGL, ELV, AAPL, BDX, CARR, COST, ECL, EL, GPN
Report filed Apr 15, 2020 25 stock or option trades · GOOGL, ELV, AAPL, CACI, COST, DRI, DLTR, GPN, MSFT, SPGI, SBUX, SYY
Report filed Jan 6, 2020 5 stock or option trades · ACN, CLX, EXPD, VFC, WM
Report filed Sep 13, 2019 4 stock or option trades · NTAP
Report filed Aug 12, 2019 17 stock or option trades · MMM, AKAM, CCL, CTSH, EL, FDX, KTB, MA
Report filed May 6, 2019 3 stock or option trades · EAT, SYY
Report filed Apr 1, 2019 10 stock or option trades · ELV, AAPL, EAT, CACI, CLX, DRI, ECL, EXPD, TSCO
Report filed Feb 4, 2019 16 stock or option trades · MMM, ACN, CTSH, COST, DLTR, ECL, EXPD, ORLY, SBUX, WM
Report filed Jan 9, 2019 82 stock or option trades · MMM, ABT, AAPL, ATR, BDX, EAT, CCL, CHD, CLX, CTSH, COST, DLTR
Report filed Aug 1, 2018 1 stock or option trade · GE
Report filed Feb 5, 2018 2 stock or option trades · ATR, HSY
Report filed Jan 2, 2018 3 stock or option trades · HSIC, ROP, SBUX
Report filed Dec 11, 2017 2 stock or option trades · ACN
Report filed Nov 9, 2017 10 stock or option trades · ATR, CHD, CTSH, FAST, ORLY, ROP, TMO, UHS
Report filed Oct 5, 2017 28 stock or option trades · MMM, ACN, APD, ATR, BDX, CLX, COST, ECL, EFX, EXPD, FAST, HSIC
Report filed May 8, 2017 1 stock or option trade
Report filed Jan 10, 2017 16 stock or option trades · MMM, AMGN, ATR, BDX, CPB, CLX, SJM, UHS
Report filed Nov 1, 2016 3 stock or option trades · PM
Report filed Oct 4, 2016 3 stock or option trades · ATR, SBUX, DIS
Report filed Aug 5, 2016 6 stock or option trades · ATR, DHR, FTV
Report filed Apr 1, 2016 18 stock or option trades · CPB, ECL, FAST, JJSF, SJM, KMB, SHW
Report filed Nov 2, 2015 9 stock or option trades · MMM, APD, EFX, EXPD, NKE, TJX
Report filed Oct 5, 2015 31 stock or option trades · MMM, AMGN, CHD, DHR, DLTR, ECL, FISV, HD, HRL, KMB, ORLY, SBUX
Report filed Jun 1, 2015 3 stock or option trades · ACN, APA
Report filed Apr 30, 2015 25 stock or option trades · MMM, AZO, CTSH, COST, DHR, FDS, FISV, INTU, ORLY, ROST, SBUX, TJX

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