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David J. Taylor: stock trades

Republican, Representative for OH's 2nd district. Value ranges as filed, never exact figures.

Activity

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

David J. Taylor: purchases and sales per month
0 10 20 30 Dec 2024: 0 purchases Dec 2024: 0 sales Dec Jan 2025: 0 purchases Jan 2025: 2 sales Feb 2025: 4 purchases Feb 2025: 1 sales Mar 2025: 4 purchases Mar 2025: 2 sales Mar Apr 2025: 0 purchases Apr 2025: 0 sales May 2025: 4 purchases May 2025: 4 sales Jun 2025: 1 purchases Jun 2025: 1 sales Jun Jul 2025: 3 purchases Jul 2025: 5 sales Aug 2025: 11 purchases Aug 2025: 2 sales Sep 2025: 6 purchases Sep 2025: 4 sales Sep Oct 2025: 2 purchases Oct 2025: 2 sales Nov 2025: 7 purchases Nov 2025: 4 sales Dec 2025: 3 purchases Dec 2025: 3 sales Dec Jan 2026: 28 purchases Jan 2026: 17 sales Feb 2026: 13 purchases Feb 2026: 23 sales Mar 2026: 8 purchases Mar 2026: 5 sales Mar Apr 2026: 5 purchases Apr 2026: 5 sales May 2026: 8 purchases May 2026: 4 sales Jun 2026: 7 purchases Jun 2026: 2 sales Jun Jul 2026: 6 purchases Jul 2026: 4 sales Aug 2026: 9 purchases Aug 2026: 5 sales Sep 2026: 5 purchases Sep 2026: 2 sales Sep Oct 2026: 8 purchases Oct 2026: 4 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202400
Jan 202502
Feb 202541
Mar 202542
Apr 202500
May 202544
Jun 202511
Jul 202535
Aug 2025112
Sep 202564
Oct 202522
Nov 202574
Dec 202533
Jan 20262817
Feb 20261323
Mar 202685
Apr 202655
May 202684
Jun 202672
Jul 202664
Aug 202695
Sep 202652
Oct 202684
Nov 202600
Trades, 24 months
243
Purchases
142
Sales
101
In 2026
168

Top sectors

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

  • Technology23% of trades 56
  • Consumer Discretionary12% of trades 30
  • Financials12% of trades 29
  • Consumer Staples11% of trades 26
  • Health Care11% of trades 26
  • Communication Services10% of trades 24

Would copying David J. Taylor’s trades have beaten the S&P 500?

Copying David J. Taylor’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 April 4, 2025 into $16,082 by November 2, 2026, against $15,220 in the S&P 500: +35.3% a year against +30.6%, with a beta of 0.67. Selling each purchase after 6 months instead would have made +38.5% a year. Six months after each report, the average share purchase was −4.4% against the S&P 500 (median −3.9%), and 43% beat it, suggestive, but not enough to rule out luck. Measured from the trade date instead, the member’s own timing, the average was −1.2%. Reports arrived a median of 13 days after the trade. 3 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

$0$5.0k$10.0k$15.0k 20252026 $16.1k$15.2k
Copying David J. TaylorS&P 500, buy and hold $10,000 copying David J. Taylor’s disclosed holdings from April 4, 2025, 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 111 0.0% −2.8% 42% 0.03 No reliable evidence
Purchases, 6 months after the report 91 −4.4% −3.9% 43% -2.30 Some evidence: behind
Purchases, 3 months after the trade 117 +2.6% −0.3% 50% 1.64 No reliable evidence
Purchases, 6 months after the trade 96 −1.2% −1.9% 46% -0.65 No reliable evidence
Sales, 6 months after the report 74 +5.5% 0.0% 50% 1.53 No reliable evidence
Return a year, copying
+35.3%
S&P 500, same dates
+30.6%
Yearly swing (S&P 500)
15% (16%)
Sharpe ratio (S&P 500)
1.87 (1.52)
Biggest drop (S&P 500)
−9% (−9%)
Market sensitivity (beta)
0.67

“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 J. Taylor 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.
IBPInstalled Building Products, Inc. 10$10,010–$150,000 5$5,005–$75,000 Feb 5, 2025 Sep 8, 2026 ▲ 13.9%−13.3 pts vs S&P
LRCXLam Research 2$2,002–$30,000 12$40,012–$250,000 Jul 18, 2025 Oct 15, 2026 ▲ 9.9%−4.2 pts vs S&P
PGProcter & Gamble 11$11,011–$165,000 3$3,003–$45,000 Feb 10, 2025 Oct 12, 2026 ▲ 1.4%−25.8 pts vs S&P
GOOGLAlphabet Inc. (Class A) 5$5,005–$75,000 7$21,007–$140,000 Sep 3, 2025 Aug 11, 2026 ▼ 9.0%−19.3 pts vs S&P
MPCMarathon Petroleum 1$1,001–$15,000 11$11,011–$165,000 Jul 18, 2025 Oct 15, 2026 ▲ 169.9%+151.4 pts vs S&P
MSFTMicrosoft Corporation 8$8,008–$120,000 4$18,004–$95,000 May 12, 2025 Aug 26, 2026 ▲ 9.9%−0.3 pts vs S&P
TAT&T 10$10,010–$150,000 2$2,002–$30,000 Mar 10, 2025 Oct 15, 2026 ▼ 16.5%−38.3 pts vs S&P
AVGOBroadcom 6$6,006–$90,000 5$5,005–$75,000 May 14, 2025 Aug 26, 2026 ▲ 44.8%+14.3 pts vs S&P
HDThe Home Depot 8$8,008–$120,000 2$2,002–$30,000 Nov 11, 2025 Sep 22, 2026 ▼ 8.8%−20.4 pts vs S&P
KRKroger 8$8,008–$120,000 2$2,002–$30,000 Feb 20, 2025 Jul 24, 2026 ▲ 7.8%−18.2 pts vs S&P
VVisa Inc. 8$8,008–$120,000 2$2,002–$30,000 Jan 30, 2025 Oct 15, 2026 ▲ 23.8%+5.3 pts vs S&P
AEPAmerican Electric Power 5$5,005–$75,000 4$4,004–$60,000 Mar 10, 2025 Aug 26, 2026 ▲ 24.7%+10.4 pts vs S&P
AMGNAmgen 3$3,003–$45,000 6$6,006–$90,000 Dec 3, 2025 Sep 22, 2026 ▲ 42.5%+32.6 pts vs S&P
CRMSalesforce 6$6,006–$90,000 2$16,002–$65,000 May 12, 2025 Feb 26, 2026 ▼ 22.2%−53.7 pts vs S&P
PHParker Hannifin 4$4,004–$60,000 4$4,004–$60,000 Mar 10, 2025 May 15, 2026 ▲ 57.9%+20.7 pts vs S&P
RPMRPM International Inc 7$7,007–$105,000 1$1,001–$15,000 Nov 11, 2025 Oct 15, 2026 ▲ 0.8%−10.8 pts vs S&P
AAPLApple Inc. 2$2,002–$30,000 5$5,005–$75,000 Oct 30, 2025 May 15, 2026 ▲ 29.9%+20.0 pts vs S&P
FITBFifth Third Bancorp 4$4,004–$60,000 3$3,003–$45,000 May 14, 2025 Oct 9, 2026 ▲ 44.4%+13.9 pts vs S&P
PLDPrologis 5$5,005–$75,000 2$2,002–$30,000 Aug 7, 2025 Oct 15, 2026 ▲ 26.0%+5.1 pts vs S&P
JPMJPMorgan Chase 4$4,004–$60,000 2$2,002–$30,000 Jan 30, 2025 Jan 29, 2026 ▲ 50.2%+13.0 pts vs S&P
LLYLilly (Eli) 3$17,003–$80,000 3$3,003–$45,000 Aug 14, 2025 Feb 26, 2026 ▲ 107.4%+88.9 pts vs S&P
MEDPMedpace Holdings, Inc. 4$4,004–$60,000 2$2,002–$30,000 Jul 23, 2025 May 15, 2026 ▲ 12.5%+3.0 pts vs S&P
PGRProgressive Corporation 6$6,006–$90,000 0 Jul 18, 2025 Apr 27, 2026 ▼ 1.1%−22.9 pts vs S&P
AMZNAmazon 4$4,004–$60,000 1$1,001–$15,000 Mar 27, 2025 Jun 5, 2026 ▲ 25.1%−10.0 pts vs S&P
CVXChevron Corporation 1$1,001–$15,000 3$3,003–$45,000 Feb 26, 2026 Jun 15, 2026 ▲ 26.2%+25.8 pts vs S&P
ETNEaton Corporation 3$3,003–$45,000 1$1,001–$15,000 Mar 10, 2025 Feb 26, 2026 ▲ 44.0%+6.8 pts vs S&P
IBMIBM 2$16,002–$65,000 2$16,002–$65,000 Jan 8, 2026 Feb 26, 2026 ▼ 16.1%−26.3 pts vs S&P
VRTXVertex Pharmaceuticals 1$1,001–$15,000 2$2,002–$30,000 Aug 7, 2025 Aug 26, 2026 ▲ 41.3%+20.4 pts vs S&P
SJMThe J.M. Smucker Company 1$1,001–$15,000 1$1,001–$15,000 Feb 10, 2025 Feb 20, 2025 ▲ 33.2%+6.0 pts vs S&P
UNHUnitedHealth Group 0 2$16,002–$65,000 May 14, 2025 May 14, 2025 —

Trades in companies we cover

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

Report
TAT&T Purchase$1,001 - $15,000 Oct 29, 2026 Oct 15, 2026 ▼ 9.6%−7.3 pts vs S&P Filing
LRCXLam Research Purchase$1,001 - $15,000 Oct 29, 2026 Oct 15, 2026 ▼ 17.2%−14.9 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Oct 29, 2026 Oct 15, 2026 ▼ 10.2%−7.9 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Oct 29, 2026 Oct 15, 2026 ▼ 10.2%−7.9 pts vs S&P Filing
PLDPrologis Purchase$1,001 - $15,000 Oct 29, 2026 Oct 15, 2026 ▲ 1.4%+3.6 pts vs S&P Filing
PLDPrologis Purchase$1,001 - $15,000 Oct 29, 2026 Oct 15, 2026 ▲ 1.4%+3.6 pts vs S&P Filing
RPMRPM International Inc Purchase$1,001 - $15,000 Oct 29, 2026 Oct 15, 2026 ▲ 6.6%+8.9 pts vs S&P Filing
VVisa Inc. Sale (full)$1,001 - $15,000 Oct 29, 2026 Oct 15, 2026 ▲ 5.3%+7.6 pts vs S&P Filing
PGProcter & Gamble Sale (full)$1,001 - $15,000 Oct 15, 2026 Oct 12, 2026 ▲ 6.3%+9.4 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 Oct 15, 2026 Oct 9, 2026 ▼ 4.2%−1.1 pts vs S&P Filing
FITBFifth Third Bancorp Purchase$1,001 - $15,000 Oct 15, 2026 Oct 9, 2026 ▲ 6.7%+9.9 pts vs S&P Filing
RPMRPM International Inc Purchase$1,001 - $15,000 Oct 15, 2026 Oct 9, 2026 ▲ 9.1%+12.3 pts vs S&P Filing
AMGNAmgen Purchase$1,001 - $15,000 Oct 1, 2026 Sep 22, 2026 ▲ 12.5%+15.0 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 Oct 1, 2026 Sep 22, 2026 ▲ 8.7%+11.2 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 Oct 1, 2026 Sep 22, 2026 ▲ 8.7%+11.2 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Oct 1, 2026 Sep 22, 2026 ▲ 9.9%+12.4 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Oct 1, 2026 Sep 22, 2026 ▲ 9.9%+12.4 pts vs S&P Filing
IBPInstalled Building Products, Inc. Purchase$1,001 - $15,000 Sep 17, 2026 Sep 8, 2026 ▼ 6.7%−5.4 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Sep 17, 2026 Sep 8, 2026 ▲ 11.8%+13.2 pts vs S&P Filing
AEPAmerican Electric Power Purchase$1,001 - $15,000 Sep 5, 2026 Aug 26, 2026 ▲ 5.0%+6.3 pts vs S&P Filing
AEPAmerican Electric Power Purchase$1,001 - $15,000 Sep 5, 2026 Aug 26, 2026 ▲ 5.0%+6.3 pts vs S&P Filing
AMGNAmgen Sale (full)$1,001 - $15,000 Sep 5, 2026 Aug 26, 2026 ▲ 4.8%+6.1 pts vs S&P Filing
AMGNAmgen Sale (full)$1,001 - $15,000 Sep 5, 2026 Aug 26, 2026 ▲ 4.8%+6.1 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 Sep 5, 2026 Aug 26, 2026 ▼ 6.4%−5.1 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 Sep 5, 2026 Aug 26, 2026 ▼ 6.4%−5.1 pts vs S&P Filing
FITBFifth Third Bancorp Purchase$1,001 - $15,000 Sep 5, 2026 Aug 26, 2026 ▼ 1.1%+0.2 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$1,001 - $15,000 Sep 5, 2026 Aug 26, 2026 ▲ 5.2%+6.5 pts vs S&P Filing
VRTXVertex Pharmaceuticals Sale (full)$1,001 - $15,000 Sep 5, 2026 Aug 26, 2026 ▼ 3.1%−1.7 pts vs S&P Filing
IBPInstalled Building Products, Inc. Purchase$1,001 - $15,000 Aug 20, 2026 Aug 14, 2026 ▼ 11.5%−8.8 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Aug 20, 2026 Aug 11, 2026 ▼ 18.8%−16.9 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Aug 20, 2026 Aug 11, 2026 ▼ 18.8%−16.9 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$15,001 - $50,000 Aug 20, 2026 Aug 11, 2026 ▲ 3.8%+5.7 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Aug 20, 2026 Aug 11, 2026 ▲ 12.1%+14.0 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 Aug 6, 2026 Jul 24, 2026 ▼ 12.8%−15.1 pts vs S&P Filing
FITBFifth Third Bancorp Sale (full)$1,001 - $15,000 Aug 6, 2026 Jul 24, 2026 ▼ 5.1%−7.4 pts vs S&P Filing
FITBFifth Third Bancorp Sale (full)$1,001 - $15,000 Aug 6, 2026 Jul 24, 2026 ▼ 5.1%−7.4 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 Aug 6, 2026 Jul 24, 2026 ▲ 18.9%+16.6 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 Aug 6, 2026 Jul 24, 2026 ▲ 18.9%+16.6 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Aug 6, 2026 Jul 24, 2026 ▲ 38.9%+36.6 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Aug 6, 2026 Jul 24, 2026 ▲ 38.9%+36.6 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Aug 6, 2026 Jul 24, 2026 ▲ 37.0%+34.8 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Aug 6, 2026 Jul 24, 2026 ▲ 37.0%+34.8 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Aug 6, 2026 Jul 17, 2026 ▼ 19.5%−21.2 pts vs S&P Filing
CVXChevron Corporation Purchase$1,001 - $15,000 Jul 1, 2026 Jun 15, 2026 ▲ 26.2%+25.8 pts vs S&P Filing
IBPInstalled Building Products, Inc. Purchase$1,001 - $15,000 Jul 1, 2026 Jun 15, 2026 ▲ 2.0%+1.6 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Jun 12, 2026 Jun 5, 2026 ▼ 24.2%−26.9 pts vs S&P Filing
AMZNAmazon Sale (full)$1,001 - $15,000 Jun 12, 2026 Jun 5, 2026 ▲ 2.4%−0.3 pts vs S&P Filing
AEPAmerican Electric Power Purchase$1,001 - $15,000 Jun 12, 2026 Jun 5, 2026 ▲ 1.0%−1.7 pts vs S&P Filing
AMGNAmgen Purchase$1,001 - $15,000 Jun 12, 2026 Jun 5, 2026 ▲ 32.8%+30.0 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 Jun 12, 2026 Jun 5, 2026 ▼ 4.3%−7.1 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 Jun 12, 2026 Jun 5, 2026 ▲ 6.4%+3.7 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 Jun 12, 2026 Jun 5, 2026 ▼ 24.1%−26.9 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$15,001 - $50,000 May 28, 2026 May 15, 2026 ▼ 29.6%−32.1 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$1,001 - $15,000 May 28, 2026 May 15, 2026 ▼ 29.6%−32.1 pts vs S&P Filing
AAPLApple Inc. Sale (full)$1,001 - $15,000 May 28, 2026 May 15, 2026 ▲ 10.3%+7.8 pts vs S&P Filing
AAPLApple Inc. Sale (full)$1,001 - $15,000 May 28, 2026 May 15, 2026 ▲ 10.3%+7.8 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 May 28, 2026 May 15, 2026 ▼ 9.4%−11.9 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 May 28, 2026 May 15, 2026 ▼ 9.4%−11.9 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 May 28, 2026 May 15, 2026 ▲ 13.2%+10.7 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 May 28, 2026 May 15, 2026 ▲ 13.2%+10.7 pts vs S&P Filing
MEDPMedpace Holdings, Inc. Purchase$1,001 - $15,000 May 28, 2026 May 15, 2026 ▲ 60.7%+58.2 pts vs S&P Filing
MEDPMedpace Holdings, Inc. Purchase$1,001 - $15,000 May 28, 2026 May 15, 2026 ▲ 60.7%+58.2 pts vs S&P Filing
PHParker Hannifin Purchase$1,001 - $15,000 May 28, 2026 May 15, 2026 ▲ 9.8%+7.2 pts vs S&P Filing
PHParker Hannifin Purchase$1,001 - $15,000 May 28, 2026 May 15, 2026 ▲ 9.8%+7.2 pts vs S&P Filing
AVGOBroadcom Sale (full)$1,001 - $15,000 May 7, 2026 Apr 27, 2026 ▼ 20.3%−26.3 pts vs S&P Filing
AVGOBroadcom Sale (full)$1,001 - $15,000 May 7, 2026 Apr 27, 2026 ▼ 20.3%−26.3 pts vs S&P Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 May 7, 2026 Apr 27, 2026 ▲ 1.3%−4.6 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 May 7, 2026 Apr 27, 2026 ▲ 1.3%−4.6 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 May 7, 2026 Apr 27, 2026 ▼ 11.3%−17.3 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 May 7, 2026 Apr 27, 2026 ▼ 11.3%−17.3 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 May 7, 2026 Apr 27, 2026 ▲ 10.5%+4.6 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 May 7, 2026 Apr 27, 2026 ▲ 10.5%+4.6 pts vs S&P Filing
PGRProgressive Corporation Purchase$1,001 - $15,000 May 7, 2026 Apr 27, 2026 ▲ 13.3%+7.4 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 May 7, 2026 Apr 27, 2026 ▲ 36.5%+30.5 pts vs S&P Filing
IBPInstalled Building Products, Inc. Purchase$1,001 - $15,000 Apr 2, 2026 Mar 24, 2026 ▼ 20.4%−36.5 pts vs S&P Filing
KRKroger Sale (full)$1,001 - $15,000 Apr 2, 2026 Mar 24, 2026 ▼ 5.4%−21.4 pts vs S&P Filing
CVXChevron Corporation Sale (full)$1,001 - $15,000 Mar 20, 2026 Mar 12, 2026 ▲ 16.6%+2.5 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 Mar 20, 2026 Mar 12, 2026 ▼ 0.6%−14.7 pts vs S&P Filing
IBPInstalled Building Products, Inc. Purchase$1,001 - $15,000 Mar 20, 2026 Mar 12, 2026 ▼ 21.1%−35.1 pts vs S&P Filing
LRCXLam Research Purchase$1,001 - $15,000 Mar 20, 2026 Mar 12, 2026 ▲ 9.9%−4.2 pts vs S&P Filing
PHParker Hannifin Purchase$1,001 - $15,000 Mar 20, 2026 Mar 12, 2026 ▲ 5.2%−8.9 pts vs S&P Filing
RPMRPM International Inc Purchase$1,001 - $15,000 Mar 20, 2026 Mar 12, 2026 ▲ 8.1%−6.0 pts vs S&P Filing
CVXChevron Corporation Sale (full)$1,001 - $15,000 Mar 20, 2026 Mar 11, 2026 ▲ 19.8%+7.4 pts vs S&P Filing
FITBFifth Third Bancorp Purchase$1,001 - $15,000 Mar 20, 2026 Mar 11, 2026 ▲ 22.9%+10.5 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Mar 20, 2026 Mar 11, 2026 ▲ 90.2%+77.8 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Mar 20, 2026 Mar 11, 2026 ▲ 90.2%+77.8 pts vs S&P Filing
RPMRPM International Inc Purchase$1,001 - $15,000 Mar 20, 2026 Mar 11, 2026 ▲ 6.2%−6.2 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▼ 9.0%−19.3 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 21.2%+10.9 pts vs S&P Filing
AEPAmerican Electric Power Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▼ 0.5%−10.8 pts vs S&P Filing
AMGNAmgen Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 23.3%+13.0 pts vs S&P Filing
AAPLApple Inc. Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 21.5%+11.2 pts vs S&P Filing
TAT&T Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▼ 19.9%−30.1 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 3.9%−6.4 pts vs S&P Filing
CVXChevron Corporation Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 24.7%+14.5 pts vs S&P Filing
ETNEaton Corporation Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 5.7%−4.5 pts vs S&P Filing
LLYLilly (Eli) Purchase$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 38.2%+27.9 pts vs S&P Filing
FITBFifth Third Bancorp Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 6.5%−3.7 pts vs S&P Filing
IBPInstalled Building Products, Inc. Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▼ 33.3%−43.5 pts vs S&P Filing
IBMIBM Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 4.3%−5.9 pts vs S&P Filing
IBMIBM Sale (full)$15,001 - $50,000 Mar 6, 2026 Feb 26, 2026 ▲ 4.3%−5.9 pts vs S&P Filing
KRKroger Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 1.2%−9.0 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▼ 3.6%−13.8 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▼ 3.6%−13.8 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 114.5%+104.2 pts vs S&P Filing
MEDPMedpace Holdings, Inc. Purchase$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 49.3%+39.0 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 30.5%+20.3 pts vs S&P Filing
PHParker Hannifin Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▼ 6.5%−16.8 pts vs S&P Filing
PHParker Hannifin Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▼ 6.5%−16.8 pts vs S&P Filing
PGProcter & Gamble Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 0.9%−9.3 pts vs S&P Filing
PLDPrologis Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▼ 7.7%−17.9 pts vs S&P Filing
RPMRPM International Inc Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▼ 5.4%−15.7 pts vs S&P Filing
CRMSalesforce Sale (full)$15,001 - $50,000 Mar 6, 2026 Feb 26, 2026 ▲ 12.1%+1.9 pts vs S&P Filing
CRMSalesforce Sale (full)$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 12.1%+1.9 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 Mar 6, 2026 Feb 26, 2026 ▲ 33.4%+23.2 pts vs S&P Filing
PGRProgressive Corporation Purchase$1,001 - $15,000 Feb 20, 2026 Feb 10, 2026 ▲ 13.0%+3.2 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 Feb 20, 2026 Feb 9, 2026 ▲ 20.7%+11.2 pts vs S&P Filing
LLYLilly (Eli) Sale (full)$1,001 - $15,000 Feb 20, 2026 Feb 9, 2026 ▲ 35.4%+25.9 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Feb 20, 2026 Feb 9, 2026 ▲ 27.1%+17.5 pts vs S&P Filing
PHParker Hannifin Sale (full)$1,001 - $15,000 Feb 20, 2026 Feb 9, 2026 ▼ 3.1%−12.6 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Feb 20, 2026 Feb 9, 2026 ▲ 5.0%−4.5 pts vs S&P Filing
CRMSalesforce Purchase$1,001 - $15,000 Feb 20, 2026 Feb 9, 2026 ▲ 15.3%+5.8 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 Feb 20, 2026 Feb 9, 2026 ▲ 30.0%+20.5 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 4.2%−5.3 pts vs S&P Filing
AMGNAmgen Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 37.3%+27.8 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▼ 12.4%−21.9 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 1.0%−8.5 pts vs S&P Filing
IBPInstalled Building Products, Inc. Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▼ 26.6%−36.1 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 11.5%+2.0 pts vs S&P Filing
MEDPMedpace Holdings, Inc. Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 12.5%+3.0 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 21.2%+11.7 pts vs S&P Filing
PGProcter & Gamble Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 10.3%+0.8 pts vs S&P Filing
PLDPrologis Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 1.0%−8.5 pts vs S&P Filing
RPMRPM International Inc Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 0.0%−9.5 pts vs S&P Filing
CRMSalesforce Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 4.5%−5.0 pts vs S&P Filing
VRTXVertex Pharmaceuticals Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 11.5%+2.0 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 Feb 2, 2026 Jan 29, 2026 ▲ 11.5%+2.0 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▼ 15.3%−25.1 pts vs S&P Filing
AEPAmerican Electric Power Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 10.4%+0.5 pts vs S&P Filing
AMGNAmgen Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 42.5%+32.6 pts vs S&P Filing
AAPLApple Inc. Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 29.9%+20.0 pts vs S&P Filing
AVGOBroadcom Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▼ 5.0%−14.9 pts vs S&P Filing
ETNEaton Corporation Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 15.2%+5.4 pts vs S&P Filing
LLYLilly (Eli) Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 36.2%+26.3 pts vs S&P Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▼ 10.8%−20.7 pts vs S&P Filing
IBPInstalled Building Products, Inc. Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▼ 30.6%−40.5 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 9.4%−0.5 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 8.2%−1.7 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 3.4%−6.5 pts vs S&P Filing
MEDPMedpace Holdings, Inc. Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 9.2%−0.6 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 14.3%+4.4 pts vs S&P Filing
PHParker Hannifin Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 0.7%−9.2 pts vs S&P Filing
PGRProgressive Corporation Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 13.2%+3.3 pts vs S&P Filing
PLDPrologis Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▼ 1.1%−11.0 pts vs S&P Filing
RPMRPM International Inc Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▼ 2.8%−12.7 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 29.0%+19.1 pts vs S&P Filing
AAPLApple Inc. Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 29.9%+20.0 pts vs S&P Filing
IBPInstalled Building Products, Inc. Sale (full)$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▼ 30.6%−40.5 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 Feb 2, 2026 Jan 16, 2026 ▲ 8.2%−1.7 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Jan 21, 2026 Jan 9, 2026 ▲ 17.3%+7.8 pts vs S&P Filing
AVGOBroadcom Sale (full)$1,001 - $15,000 Jan 21, 2026 Jan 8, 2026 ▲ 0.5%−9.7 pts vs S&P Filing
AVGOBroadcom Sale (full)$1,001 - $15,000 Jan 21, 2026 Jan 8, 2026 ▲ 0.5%−9.7 pts vs S&P Filing
IBMIBM Purchase$1,001 - $15,000 Jan 21, 2026 Jan 8, 2026 ▼ 16.1%−26.3 pts vs S&P Filing
IBMIBM Purchase$15,001 - $50,000 Jan 21, 2026 Jan 8, 2026 ▼ 16.1%−26.3 pts vs S&P Filing
LRCXLam Research Sale (full)$15,001 - $50,000 Jan 21, 2026 Jan 8, 2026 ▲ 14.7%+4.5 pts vs S&P Filing
LRCXLam Research Sale (full)$15,001 - $50,000 Jan 21, 2026 Jan 8, 2026 ▲ 14.7%+4.5 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Jan 21, 2026 Jan 8, 2026 ▲ 9.9%−0.3 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 Jan 21, 2026 Jan 8, 2026 ▲ 9.9%−0.3 pts vs S&P Filing
ETNEaton Corporation Purchase$1,001 - $15,000 Dec 19, 2025 Dec 10, 2025 ▲ 12.1%+1.2 pts vs S&P Filing
LLYLilly (Eli) Sale (full)$1,001 - $15,000 Dec 19, 2025 Dec 10, 2025 ▲ 42.3%+31.5 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 Dec 19, 2025 Dec 10, 2025 ▼ 3.5%−14.3 pts vs S&P Filing
AMGNAmgen Sale (full)$1,001 - $15,000 Dec 5, 2025 Dec 3, 2025 ▲ 36.3%+24.9 pts vs S&P Filing
AMGNAmgen Sale (full)$1,001 - $15,000 Dec 5, 2025 Dec 3, 2025 ▲ 36.3%+24.9 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 Dec 5, 2025 Dec 3, 2025 ▲ 28.4%+17.0 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 Nov 18, 2025 Nov 12, 2025 ▲ 24.9%+13.4 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 Nov 18, 2025 Nov 11, 2025 ▼ 8.8%−20.4 pts vs S&P Filing
RPMRPM International Inc Purchase$1,001 - $15,000 Nov 18, 2025 Nov 11, 2025 ▲ 0.8%−10.8 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$1,001 - $15,000 Nov 18, 2025 Nov 3, 2025 ▼ 1.4%−12.9 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$1,001 - $15,000 Nov 18, 2025 Nov 3, 2025 ▼ 1.4%−12.9 pts vs S&P Filing
AEPAmerican Electric Power Sale (full)$1,001 - $15,000 Nov 18, 2025 Nov 3, 2025 ▲ 11.3%−0.2 pts vs S&P Filing
AEPAmerican Electric Power Sale (full)$1,001 - $15,000 Nov 18, 2025 Nov 3, 2025 ▲ 11.3%−0.2 pts vs S&P Filing
IBPInstalled Building Products, Inc. Purchase$1,001 - $15,000 Nov 18, 2025 Nov 3, 2025 ▼ 10.4%−21.9 pts vs S&P Filing
IBPInstalled Building Products, Inc. Purchase$1,001 - $15,000 Nov 18, 2025 Nov 3, 2025 ▼ 10.4%−21.9 pts vs S&P Filing
PGRProgressive Corporation Purchase$1,001 - $15,000 Nov 18, 2025 Nov 3, 2025 ▲ 19.6%+8.0 pts vs S&P Filing
PGRProgressive Corporation Purchase$1,001 - $15,000 Nov 18, 2025 Nov 3, 2025 ▲ 19.6%+8.0 pts vs S&P Filing
AAPLApple Inc. Sale (full)$1,001 - $15,000 Nov 3, 2025 Oct 30, 2025 ▲ 22.4%+10.3 pts vs S&P Filing
AAPLApple Inc. Sale (full)$1,001 - $15,000 Nov 3, 2025 Oct 30, 2025 ▲ 22.4%+10.3 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 Nov 3, 2025 Oct 30, 2025 ▼ 9.8%−21.9 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 Nov 3, 2025 Oct 30, 2025 ▼ 9.8%−21.9 pts vs S&P Filing
AEPAmerican Electric Power Purchase$1,001 - $15,000 Oct 7, 2025 Sep 22, 2025 ▲ 24.7%+10.4 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 Oct 7, 2025 Sep 22, 2025 ▲ 6.5%−7.8 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 Oct 7, 2025 Sep 22, 2025 ▲ 6.5%−7.8 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 Oct 7, 2025 Sep 22, 2025 ▲ 75.0%+60.7 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 Oct 7, 2025 Sep 22, 2025 ▲ 75.0%+60.7 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Oct 7, 2025 Sep 22, 2025 ▲ 9.5%−4.8 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Oct 7, 2025 Sep 22, 2025 ▲ 9.5%−4.8 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$1,001 - $15,000 Sep 16, 2025 Sep 3, 2025 ▲ 21.4%+2.7 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$1,001 - $15,000 Sep 16, 2025 Sep 3, 2025 ▲ 21.4%+2.7 pts vs S&P Filing
CRMSalesforce Purchase$1,001 - $15,000 Sep 16, 2025 Sep 3, 2025 ▼ 12.5%−31.2 pts vs S&P Filing
LLYLilly (Eli) Purchase$15,001 - $50,000 Sep 2, 2025 Aug 14, 2025 ▲ 107.4%+88.9 pts vs S&P Filing
LLYLilly (Eli) Purchase$1,001 - $15,000 Sep 2, 2025 Aug 14, 2025 ▲ 107.4%+88.9 pts vs S&P Filing
MPCMarathon Petroleum Purchase$1,001 - $15,000 Sep 2, 2025 Aug 14, 2025 ▲ 169.9%+151.4 pts vs S&P Filing
PLDPrologis Purchase$1,001 - $15,000 Sep 2, 2025 Aug 14, 2025 ▲ 26.5%+8.0 pts vs S&P Filing
IBPInstalled Building Products, Inc. Sale (full)$1,001 - $15,000 Sep 2, 2025 Aug 13, 2025 ▼ 21.0%−39.5 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Sep 2, 2025 Aug 13, 2025 ▲ 7.8%−10.7 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 Sep 2, 2025 Aug 13, 2025 ▲ 23.8%+5.3 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 Sep 2, 2025 Aug 13, 2025 ▲ 23.8%+5.3 pts vs S&P Filing
IBPInstalled Building Products, Inc. Sale (full)$1,001 - $15,000 Sep 2, 2025 Aug 7, 2025 ▼ 15.6%−36.5 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Sep 2, 2025 Aug 7, 2025 ▲ 9.2%−11.7 pts vs S&P Filing
PLDPrologis Purchase$1,001 - $15,000 Sep 2, 2025 Aug 7, 2025 ▲ 26.0%+5.1 pts vs S&P Filing
CRMSalesforce Purchase$1,001 - $15,000 Sep 2, 2025 Aug 7, 2025 ▼ 6.8%−27.7 pts vs S&P Filing
VRTXVertex Pharmaceuticals Purchase$1,001 - $15,000 Sep 2, 2025 Aug 7, 2025 ▲ 41.3%+20.4 pts vs S&P Filing
MEDPMedpace Holdings, Inc. Sale (full)$1,001 - $15,000 Sep 2, 2025 Jul 23, 2025 ▲ 52.6%+32.0 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 Sep 2, 2025 Jul 18, 2025 ▼ 16.5%−38.3 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 Sep 2, 2025 Jul 18, 2025 ▼ 16.5%−38.3 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 Sep 2, 2025 Jul 18, 2025 ▲ 129.8%+108.0 pts vs S&P Filing
LRCXLam Research Sale (full)$1,001 - $15,000 Sep 2, 2025 Jul 18, 2025 ▲ 129.8%+108.0 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Sep 2, 2025 Jul 18, 2025 ▲ 151.4%+129.7 pts vs S&P Filing
MPCMarathon Petroleum Sale (full)$1,001 - $15,000 Sep 2, 2025 Jul 18, 2025 ▲ 151.4%+129.7 pts vs S&P Filing
PGRProgressive Corporation Purchase$1,001 - $15,000 Sep 2, 2025 Jul 18, 2025 ▼ 1.1%−22.9 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$1,001 - $15,000 Jun 26, 2025 Jun 11, 2025 ▲ 29.3%+1.8 pts vs S&P Filing
CRMSalesforce Purchase$1,001 - $15,000 Jun 26, 2025 Jun 11, 2025 ▼ 15.5%−43.0 pts vs S&P Filing
IBPInstalled Building Products, Inc. Purchase$1,001 - $15,000 Jun 2, 2025 May 15, 2025 ▲ 32.8%+3.0 pts vs S&P Filing
AVGOBroadcom Purchase$1,001 - $15,000 Jun 2, 2025 May 14, 2025 ▲ 44.8%+14.3 pts vs S&P Filing
FITBFifth Third Bancorp Purchase$1,001 - $15,000 Jun 2, 2025 May 14, 2025 ▲ 44.4%+13.9 pts vs S&P Filing
UNHUnitedHealth Group Sale (full)$1,001 - $15,000 Jun 2, 2025 May 14, 2025 ▲ 35.7%+5.2 pts vs S&P Filing
UNHUnitedHealth Group Sale (full)$15,001 - $50,000 Jun 2, 2025 May 14, 2025 ▲ 35.7%+5.2 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$1,001 - $15,000 Jun 2, 2025 May 13, 2025 ▲ 17.6%−13.0 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$1,001 - $15,000 Jun 2, 2025 May 12, 2025 ▲ 17.6%−13.9 pts vs S&P Filing
CRMSalesforce Purchase$1,001 - $15,000 Jun 2, 2025 May 12, 2025 ▼ 22.2%−53.7 pts vs S&P Filing
AMZNAmazon Purchase$1,001 - $15,000 Apr 3, 2025 Mar 27, 2025 ▲ 25.1%−10.0 pts vs S&P Filing
AEPAmerican Electric Power Sale (full)$1,001 - $15,000 Apr 3, 2025 Mar 10, 2025 ▲ 26.5%−10.6 pts vs S&P Filing
TAT&T Sale (full)$1,001 - $15,000 Apr 3, 2025 Mar 10, 2025 ▼ 15.8%−53.0 pts vs S&P Filing
ETNEaton Corporation Purchase$1,001 - $15,000 Apr 3, 2025 Mar 10, 2025 ▲ 44.0%+6.8 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 Apr 3, 2025 Mar 10, 2025 ▲ 50.2%+13.0 pts vs S&P Filing
PHParker Hannifin Purchase$1,001 - $15,000 Apr 3, 2025 Mar 10, 2025 ▲ 57.9%+20.7 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 Apr 3, 2025 Feb 20, 2025 ▲ 7.8%−18.2 pts vs S&P Filing
SJMThe J.M. Smucker Company Sale (full)$1,001 - $15,000 Apr 3, 2025 Feb 20, 2025 ▲ 26.5%+0.5 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 Apr 3, 2025 Feb 10, 2025 ▲ 1.4%−25.8 pts vs S&P Filing
SJMThe J.M. Smucker Company Purchase$1,001 - $15,000 Apr 3, 2025 Feb 10, 2025 ▲ 33.2%+6.0 pts vs S&P Filing
IBPInstalled Building Products, Inc. Purchase$1,001 - $15,000 Apr 3, 2025 Feb 5, 2025 ▲ 13.9%−13.3 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$1,001 - $15,000 Apr 3, 2025 Jan 30, 2025 ▲ 30.0%+3.0 pts vs S&P Filing
VVisa Inc. Sale (full)$1,001 - $15,000 Apr 3, 2025 Jan 30, 2025 ▲ 24.3%−2.8 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 +2.0% +1.7% 58% 134 +1.0% (134)
Purchases 90 days +2.1% −1.6% 47% 120 +0.7% (114)
Sales 30 days +1.9% 0.0% 49% 97 +0.8% (97)
Sales 90 days −0.5% −2.9% 40% 90 −1.6% (86)

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