undamentalytics Newsletter

Debbie Dingell: stock trades

Democrat, Representative for MI's 6th district. Value ranges as filed, never exact figures.

Activity

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

Debbie Dingell: purchases and sales per month
0 1 2 3 4 Dec 2024: 0 purchases Dec 2024: 0 sales Dec Jan 2025: 1 purchases Jan 2025: 0 sales Feb 2025: 0 purchases Feb 2025: 0 sales Mar 2025: 1 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: 4 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: 1 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 202510
Feb 202500
Mar 202510
Apr 202500
May 202500
Jun 202500
Jul 202500
Aug 202500
Sep 202500
Oct 202500
Nov 202504
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202610
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600
Nov 202600
Trades, 24 months
7
Purchases
3
Sales
4
In 2026
1

Top sectors

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

  • Technology15% of trades 24 trades: 11 purchases, 13 sales
  • Industrials14% of trades 23 trades: 12 purchases, 11 sales
  • Communication Services13% of trades 21 trades: 15 purchases, 6 sales
  • Health Care11% of trades 19 trades: 15 purchases, 4 sales
  • Energy11% of trades 18 trades: 11 purchases, 7 sales
  • Consumer Staples10% of trades 16 trades: 14 purchases, 2 sales

Would copying Debbie Dingell’s trades have beaten the S&P 500?

Copying Debbie Dingell’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 15, 2015 into $47,504 by November 2, 2026, against $43,025 in the S&P 500: +14.6% a year against +13.6%, with a beta of 0.96. Selling each purchase after 6 months instead would have made +3.3% a year. Six months after each report, the average share purchase was −1.7% against the S&P 500 (median −1.0%), and 48% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −1.4%. Reports arrived a median of 11 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$20.0k$40.0k 201520172019202120232025 $47.5k$43.0k
Copying Debbie DingellS&P 500, buy and hold $10,000 copying Debbie Dingell’s disclosed holdings from May 15, 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.
Debbie Dingell: trades against the S&P 500 afterwards
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 101 −1.1% −0.9% 46% -0.91 No reliable evidence
Purchases, 6 months after the report 101 −1.7% −1.0% 48% -1.05 No reliable evidence
Purchases, 3 months after the trade 101 −0.3% +0.6% 51% -0.23 No reliable evidence
Purchases, 6 months after the trade 101 −1.4% −0.3% 50% -0.78 No reliable evidence
Sales, 6 months after the report 62 +3.6% +2.5% 47% 1.11 No reliable evidence
Return a year, copying
+14.6%
S&P 500, same dates
+13.6%
Yearly swing (S&P 500)
18% (18%)
Sharpe ratio (S&P 500)
0.72 (0.68)
Biggest drop (S&P 500)
−32% (−34%)
Market sensitivity (beta)
0.96

“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 Debbie Dingell 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.

Debbie Dingell: companies traded
AAPLApple Inc. 1$1,001–$15,000 8$141,008–$415,000 Feb 18, 2016 Nov 24, 2025 ▲ 1421.0%+1054.2 pts vs S&P
DISThe Walt Disney Company 5$47,005–$180,000 1$15,001–$50,000 Feb 23, 2016 Jan 15, 2025 ▲ 30.9%−335.4 pts vs S&P
QCOMQualcomm 4$4,004–$60,000 2$30,002–$100,000 Feb 18, 2016 Jul 26, 2018 ▲ 351.0%−15.8 pts vs S&P
WMBWilliams Companies 3$3,003–$45,000 3$31,003–$115,000 May 19, 2015 Dec 19, 2018 —
EPDEnterprise Products Partners L.p. 5$19,005–$110,000 0 Jun 30, 2015 May 8, 2018 —
ABBVAbbVie 3$17,003–$80,000 1$50,001–$100,000 Jun 22, 2016 Jun 18, 2021 ▲ 623.1%+296.7 pts vs S&P
CCICrown Castle 2$16,002–$65,000 2$30,002–$100,000 Oct 21, 2015 Mar 25, 2019 —
FCXFreeport-McMoRan 1$1,001–$15,000 3$3,003–$45,000 May 26, 2015 Sep 18, 2015 —
GEGE Aerospace 2$2,002–$30,000 2$30,002–$100,000 Apr 28, 2015 Oct 31, 2017 —
GOOGLAlphabet Inc. (Class A) 3$31,003–$115,000 1$15,001–$50,000 Feb 18, 2016 Nov 24, 2025 ▲ 685.3%+318.5 pts vs S&P
HONHoneywell Technologies 3$31,003–$115,000 1$15,001–$50,000 May 27, 2015 Nov 24, 2025 —
WMTWalmart 3$17,003–$80,000 1$1,001–$15,000 Jan 26, 2018 Mar 27, 2025 ▲ 361.6%+143.1 pts vs S&P
AXPAmerican Express 1$1,001–$15,000 2$16,002–$65,000 May 19, 2015 Nov 14, 2016 —
BXBlackstone Inc. 2$16,002–$65,000 1$15,001–$50,000 Jun 22, 2016 Apr 10, 2023 —
CCLCarnival Corporation 2$16,002–$65,000 1$15,001–$50,000 Jul 6, 2016 Dec 14, 2016 ▼ 22.2%−345.5 pts vs S&P
CMCSAComcast 2$30,002–$100,000 1$15,001–$50,000 Dec 22, 2015 May 8, 2018 ▲ 18.5%−322.1 pts vs S&P
CSCOCisco 3$17,003–$80,000 0 Jun 1, 2016 Feb 22, 2018 ▲ 385.6%+61.3 pts vs S&P
CVSCVS Health 2$30,002–$100,000 1$15,001–$50,000 Dec 22, 2015 Nov 14, 2016 ▲ 29.4%−311.2 pts vs S&P
HDThe Home Depot 3$3,003–$45,000 0 Feb 18, 2016 Apr 26, 2016 ▲ 258.6%−108.2 pts vs S&P
JCIJohnson Controls 3$17,003–$80,000 0 Nov 14, 2016 Jul 12, 2018 ▲ 324.1%+16.4 pts vs S&P
MDLZMondelez International 3$3,003–$45,000 0 Apr 26, 2016 Aug 28, 2017 ▲ 97.5%−229.5 pts vs S&P
METAMeta Platforms 2$16,002–$65,000 1$15,001–$50,000 Jan 6, 2017 Dec 19, 2022 ▲ 406.5%+120.1 pts vs S&P
PEPPepsiCo 3$45,003–$150,000 0 Nov 14, 2016 Mar 2, 2021 ▲ 84.8%−222.9 pts vs S&P
ULUnilever PLC 2$2,002–$30,000 1$15,001–$50,000 Dec 6, 2016 Feb 27, 2017 —
VLOValero Energy 2$2,002–$30,000 1$15,001–$50,000 Jun 4, 2018 Nov 1, 2019 ▲ 329.6%+117.6 pts vs S&P
VODVodafone Group Public LTD Co 2$2,002–$30,000 1$1,001–$15,000 Aug 4, 2016 May 14, 2019 —
AMGNAmgen 2$16,002–$65,000 0 Feb 23, 2016 Mar 21, 2016 ▲ 327.4%−38.8 pts vs S&P
CMICummins 1$15,001–$50,000 1$15,001–$50,000 Mar 30, 2016 Jan 26, 2018 ▲ 503.4%+170.4 pts vs S&P
COSTCostco 2$16,002–$65,000 0 Apr 26, 2016 Nov 4, 2016 ▲ 698.9%+371.9 pts vs S&P
CVXChevron Corporation 1$15,001–$50,000 1$50,001–$100,000 Mar 15, 2017 Dec 19, 2018 ▲ 209.9%−57.4 pts vs S&P
DUKDuke Energy 1$15,001–$50,000 1$15,001–$50,000 Mar 30, 2016 Nov 1, 2019 ▲ 141.2%−191.8 pts vs S&P
IBMIBM 1$1,001–$15,000 1$1,001–$15,000 Oct 21, 2015 Aug 14, 2017 ▲ 167.3%−85.5 pts vs S&P
IPInternational Paper 1$1,001–$15,000 1$15,001–$50,000 Feb 2, 2016 Dec 1, 2021 ▲ 75.2%−296.3 pts vs S&P
JNJJohnson & Johnson 1$15,001–$50,000 1$15,001–$50,000 Feb 18, 2016 Jun 7, 2017 ▲ 241.9%−124.9 pts vs S&P
MMacy's, Inc. 1$15,001–$50,000 1$1,001–$15,000 Mar 21, 2016 Feb 1, 2017 ▼ 15.0%−350.8 pts vs S&P
MDTMedtronic 2$16,002–$65,000 0 Aug 28, 2017 Dec 5, 2023 ▲ 59.1%−196.5 pts vs S&P
MMM3M 1$15,001–$50,000 1$15,001–$50,000 May 23, 2018 Oct 24, 2018 ▲ 40.9%−172.8 pts vs S&P
MSFTMicrosoft Corporation 1$15,001–$50,000 1$15,001–$50,000 Feb 18, 2016 Jun 7, 2017 ▲ 1041.7%+674.9 pts vs S&P
NKENike, Inc. 1$1,001–$15,000 1$1,001–$15,000 May 9, 2016 Mar 16, 2018 ▼ 24.2%−357.5 pts vs S&P
NVDANVIDIA Corporation 1$1,001–$15,000 1$50,001–$100,000 Mar 16, 2017 Oct 13, 2020 ▲ 7997.1%+7729.1 pts vs S&P
NWLNewell Brands Inc. 1$15,001–$50,000 1$15,001–$50,000 Oct 18, 2017 Dec 28, 2017 ▼ 79.1%−317.5 pts vs S&P
PFEPfizer 2$16,002–$65,000 0 Feb 23, 2016 Aug 8, 2016 ▲ 68.8%−297.4 pts vs S&P
REZIResideo Technologies, Inc. 0 2$2,002–$30,000 Nov 1, 2018 Nov 1, 2018 —
SBUXStarbucks 1$15,001–$50,000 1$15,001–$50,000 Oct 25, 2016 Oct 24, 2018 ▲ 141.1%−171.2 pts vs S&P
TAT&T 1$1,001–$15,000 1$15,001–$50,000 Mar 28, 2017 Dec 19, 2018 ▲ 33.3%−238.2 pts vs S&P
UBSIUnited Bankshares Inc 2$16,002–$65,000 0 Jun 7, 2017 Mar 25, 2019 ▲ 84.6%−174.1 pts vs S&P
ABTAbbott Laboratories 1$1,001–$15,000 0 Jun 1, 2016 Jun 1, 2016 ▲ 237.8%−86.4 pts vs S&P
ALCAlcon Inc 1$1,001–$15,000 0 Nov 1, 2019 Nov 1, 2019 —
ALLYAlly Financial Inc. 1$15,001–$50,000 0 Jul 26, 2018 Jul 26, 2018 —
AMZNAmazon 1$15,001–$50,000 0 Feb 18, 2016 Feb 18, 2016 ▲ 859.9%+493.2 pts vs S&P
ARCCAres Capital Corp 1$1,001–$15,000 0 Jun 9, 2016 Jun 9, 2016 ▲ 254.1%−66.6 pts vs S&P
CARRCarrier Global 0 1$15,001–$50,000 Oct 13, 2020 Oct 13, 2020 —
CATCaterpillar Inc. 0 1$1,001–$15,000 Oct 21, 2015 Oct 21, 2015 —
CTVACorteva, Inc. 1$15,001–$50,000 0 Apr 10, 2023 Apr 10, 2023 ▲ 35.2%−57.0 pts vs S&P
EMREmerson Electric 1$1,001–$15,000 0 Oct 31, 2017 Oct 31, 2017 ▲ 219.1%−17.5 pts vs S&P
LYBLyondellBasell 1$15,001–$50,000 0 Mar 30, 2016 Mar 30, 2016 ▲ 38.8%−294.2 pts vs S&P
MARMarriott International 1$1,001–$15,000 0 Apr 26, 2016 Apr 26, 2016 ▲ 583.9%+256.9 pts vs S&P
NEENextEra Energy 0 1$50,001–$100,000 Jan 2, 2020 Jan 2, 2020 —
NFGNational Fuel GAS Co 0 1$1,001–$15,000 Dec 28, 2015 Dec 28, 2015 —
OTISOtis Worldwide 0 1$15,001–$50,000 Jun 18, 2021 Jun 18, 2021 —

The 60 most traded of 70 companies.

Trades in companies we cover

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

Debbie Dingell: trades in companies we cover
Report
WATWaters Corporation Exchange$1,001 - $15,000 Feb 23, 2026 Feb 10, 2026 — Filing for WAT on Feb 10, 2026
GOOGLAlphabet Inc. (Class A) Sale (partial)$15,001 - $50,000 Dec 6, 2025 Nov 24, 2025 ▼ 12.2%−26.1 pts vs S&P Filing for GOOGL on Nov 24, 2025
AAPLApple Inc. Sale (partial)$50,001 - $100,000 Dec 6, 2025 Nov 24, 2025 ▲ 20.3%+6.3 pts vs S&P Filing for AAPL on Nov 24, 2025
HONHoneywell Technologies Sale (partial)$15,001 - $50,000 Dec 6, 2025 Nov 24, 2025 ▲ 14.6%+0.6 pts vs S&P Filing for HON on Nov 24, 2025
SOLSSolstice Advanced Materials Inc. Sale (full)$1,001 - $15,000 Dec 6, 2025 Nov 24, 2025 ▲ 36.3%+22.3 pts vs S&P Filing for SOLS on Nov 24, 2025
QQnity Electronics, Inc. Exchange$1,001 - $15,000 Dec 6, 2025 Nov 3, 2025 — Filing for Q on Nov 3, 2025
SOLSSolstice Advanced Materials Inc. Exchange$1,001 - $15,000 Dec 6, 2025 Oct 30, 2025 — Filing for SOLS on Oct 30, 2025
SOLSSolstice Advanced Materials Inc. Exchange$1,001 - $15,000 Dec 6, 2025 Oct 30, 2025 — Filing for SOLS on Oct 30, 2025
SOLSSolstice Advanced Materials Inc. Exchange$1,001 - $15,000 Dec 6, 2025 Oct 30, 2025 — Filing for SOLS on Oct 30, 2025
WMTWalmart Purchase$15,001 - $50,000 Apr 2, 2025 Mar 27, 2025 ▲ 47.6%+12.5 pts vs S&P Filing for WMT on Mar 27, 2025
DISThe Walt Disney Company Purchase$1,001 - $15,000 Jan 27, 2025 Jan 15, 2025 ▲ 7.5%−22.2 pts vs S&P Filing for DIS on Jan 15, 2025
AAPLApple Inc. Sale (partial)$15,001 - $50,000 Jun 24, 2024 Jun 13, 2024 ▲ 56.0%+12.9 pts vs S&P Filing for AAPL on Jun 13, 2024
AAPLApple Inc. Sale (partial)$1,001 - $15,000 Jun 24, 2024 Jun 12, 2024 ▲ 56.8%+13.4 pts vs S&P Filing for AAPL on Jun 12, 2024
AAPLApple Inc. Sale (partial)$15,001 - $50,000 Jun 24, 2024 Jun 12, 2024 ▲ 56.8%+13.4 pts vs S&P Filing for AAPL on Jun 12, 2024
MDTMedtronic Purchase$15,001 - $50,000 Dec 14, 2023 Dec 5, 2023 ▲ 38.4%−32.9 pts vs S&P Filing for MDT on Dec 5, 2023
BXBlackstone Inc. Purchase$15,001 - $50,000 Apr 19, 2023 Apr 10, 2023 — Filing for BX on Apr 10, 2023
CTVACorteva, Inc. Purchase$15,001 - $50,000 Apr 19, 2023 Apr 10, 2023 ▲ 35.2%−57.0 pts vs S&P Filing for CTVA on Apr 10, 2023
METAMeta Platforms Sale (full)$15,001 - $50,000 Jan 1, 2023 Dec 19, 2022 ▲ 446.0%+338.0 pts vs S&P Filing for META on Dec 19, 2022
SWKStanley Black & Decker Sale (full)$1,001 - $15,000 Jan 1, 2023 Dec 19, 2022 ▲ 62.1%−46.0 pts vs S&P Filing for SWK on Dec 19, 2022
DISThe Walt Disney Company Purchase$1,001 - $15,000 May 15, 2023 Nov 29, 2022 ▲ 24.4%−76.6 pts vs S&P Filing for DIS on Nov 29, 2022
PGProcter & Gamble Purchase$1,001 - $15,000 Aug 15, 2022 Aug 3, 2022 ▲ 24.8%−67.6 pts vs S&P Filing for PG on Aug 3, 2022
AAPLApple Inc. Sale (partial)$15,001 - $50,000 Apr 26, 2022 Apr 18, 2022 ▲ 105.0%+22.2 pts vs S&P Filing for AAPL on Apr 18, 2022
AAPLApple Inc. Sale (partial)$15,001 - $50,000 Dec 10, 2021 Dec 1, 2021 ▲ 105.7%+26.7 pts vs S&P Filing for AAPL on Dec 1, 2021
IPInternational Paper Sale (full)$15,001 - $50,000 Dec 10, 2021 Dec 1, 2021 ▼ 3.1%−82.1 pts vs S&P Filing for IP on Dec 1, 2021
SLVMSylvamo Corp Sale (full)$1,001 - $15,000 Dec 10, 2021 Dec 1, 2021 ▲ 18.3%−60.6 pts vs S&P Filing for SLVM on Dec 1, 2021
SLVMSylvamo Corp Exchange$1,001 - $15,000 Oct 11, 2021 Oct 1, 2021 — Filing for SLVM on Oct 1, 2021
ABBVAbbVie Sale (full)$50,001 - $100,000 Jun 29, 2021 Jun 18, 2021 ▲ 208.4%+113.5 pts vs S&P Filing for ABBV on Jun 18, 2021
OTISOtis Worldwide Sale (full)$15,001 - $50,000 Jun 29, 2021 Jun 18, 2021 ▲ 5.4%−89.5 pts vs S&P Filing for OTIS on Jun 18, 2021
VTRSViatris Sale (full)$1,001 - $15,000 Jun 29, 2021 Jun 18, 2021 ▲ 63.6%−31.3 pts vs S&P Filing for VTRS on Jun 18, 2021
BXBlackstone Inc. Sale (partial)$15,001 - $50,000 May 3, 2021 Apr 22, 2021 — Filing for BX on Apr 22, 2021
PEPPepsiCo Purchase$15,001 - $50,000 Mar 10, 2021 Mar 2, 2021 ▲ 26.1%−84.5 pts vs S&P Filing for PEP on Mar 2, 2021
MSMorgan Stanley Exchange$15,001 - $50,000 Mar 10, 2021 Mar 1, 2021 — Filing for MS on Mar 1, 2021
DISThe Walt Disney Company Sale (partial)$15,001 - $50,000 Jan 13, 2021 Dec 31, 2020 ▼ 35.0%−152.8 pts vs S&P Filing for DIS on Dec 31, 2020
VTRSViatris Exchange$1,001 - $15,000 Dec 1, 2020 Nov 17, 2020 — Filing for VTRS on Nov 17, 2020
ABBVAbbVie Purchase$15,001 - $50,000 · Spouse Oct 24, 2020 Oct 13, 2020 ▲ 312.3%+178.8 pts vs S&P Filing for ABBV on Oct 13, 2020
CARRCarrier Global Sale (full)$15,001 - $50,000 Oct 24, 2020 Oct 13, 2020 ▲ 85.4%−48.1 pts vs S&P Filing for CARR on Oct 13, 2020
NVDANVIDIA Corporation Sale (full)$50,001 - $100,000 Oct 24, 2020 Oct 13, 2020 ▲ 1359.2%+1225.7 pts vs S&P Filing for NVDA on Oct 13, 2020
AAPLApple Inc. Sale (partial)$15,001 - $50,000 Sep 2, 2020 Aug 20, 2020 ▲ 188.8%+46.1 pts vs S&P Filing for AAPL on Aug 20, 2020
AAPLApple Inc. Sale (partial)$15,001 - $50,000 · Spouse Sep 2, 2020 Aug 20, 2020 ▲ 188.8%+46.1 pts vs S&P Filing for AAPL on Aug 20, 2020
WMTWalmart Purchase$1,001 - $15,000 Sep 2, 2020 Aug 20, 2020 ▲ 209.9%+67.3 pts vs S&P Filing for WMT on Aug 20, 2020
CARRCarrier Global Exchange$1,001 - $15,000 Apr 16, 2020 Apr 3, 2020 — Filing for CARR on Apr 3, 2020
OTISOtis Worldwide Exchange$1,001 - $15,000 Apr 16, 2020 Apr 3, 2020 — Filing for OTIS on Apr 3, 2020
NEENextEra Energy Sale (full)$50,001 - $100,000 Jan 13, 2020 Jan 2, 2020 ▲ 67.0%−88.3 pts vs S&P Filing for NEE on Jan 2, 2020
ALCAlcon Inc Purchase$1,001 - $15,000 Nov 15, 2019 Nov 1, 2019 — Filing for ALC on Nov 1, 2019
DUKDuke Energy Sale (full)$15,001 - $50,000 Nov 15, 2019 Nov 1, 2019 ▲ 76.5%−95.7 pts vs S&P Filing for DUK on Nov 1, 2019
VLOValero Energy Sale (full)$15,001 - $50,000 Nov 15, 2019 Nov 1, 2019 ▲ 409.5%+237.3 pts vs S&P Filing for VLO on Nov 1, 2019
DISThe Walt Disney Company Purchase$15,001 - $50,000 Nov 15, 2019 Nov 1, 2019 ▼ 10.8%−183.0 pts vs S&P Filing for DIS on Nov 1, 2019
DDDuPont Exchange$1,001 - $15,000 Jun 14, 2019 Jun 3, 2019 — Filing for DD on Jun 3, 2019
CTVACorteva, Inc. Exchange$1,001 - $15,000 Jun 6, 2019 May 31, 2019 — Filing for CTVA on May 31, 2019
VODVodafone Group Public LTD Co Sale (full)$1,001 - $15,000 May 22, 2019 May 14, 2019 — Filing for VOD on May 14, 2019
ALCAlcon Inc Exchange$1,001 - $15,000 Apr 18, 2019 Apr 11, 2019 — Filing for ALC on Apr 11, 2019
DOWDow Inc. Exchange$1,001 - $15,000 Apr 14, 2019 Apr 4, 2019 — Filing for DOW on Apr 4, 2019
CCICrown Castle Sale (full)$15,001 - $50,000 Apr 14, 2019 Mar 25, 2019 ▼ 4.6%−206.1 pts vs S&P Filing for CCI on Mar 25, 2019
UBSIUnited Bankshares Inc Purchase$1,001 - $15,000 Apr 14, 2019 Mar 25, 2019 ▲ 92.0%−109.5 pts vs S&P Filing for UBSI on Mar 25, 2019
DISThe Walt Disney Company Purchase$15,001 - $50,000 Apr 14, 2019 Mar 25, 2019 ▲ 10.6%−190.9 pts vs S&P Filing for DIS on Mar 25, 2019
TAT&T Sale (full)$15,001 - $50,000 Jan 2, 2019 Dec 19, 2018 ▲ 63.8%−174.5 pts vs S&P Filing for T on Dec 19, 2018
CVXChevron Corporation Sale (full)$50,001 - $100,000 Jan 2, 2019 Dec 19, 2018 ▲ 192.6%−45.7 pts vs S&P Filing for CVX on Dec 19, 2018
XOMExxonMobil Sale (full)$15,001 - $50,000 Jan 2, 2019 Dec 19, 2018 ▲ 254.4%+16.2 pts vs S&P Filing for XOM on Dec 19, 2018
WMBWilliams Companies Sale (full)$15,001 - $50,000 Jan 2, 2019 Dec 19, 2018 ▲ 392.7%+154.4 pts vs S&P Filing for WMB on Dec 19, 2018
REZIResideo Technologies, Inc. Sale (full)$1,001 - $15,000 Nov 19, 2018 Nov 1, 2018 ▲ 25.8%−185.0 pts vs S&P Filing for REZI on Nov 1, 2018
REZIResideo Technologies, Inc. Sale (full)$1,001 - $15,000 · Spouse Nov 19, 2018 Nov 1, 2018 ▲ 25.8%−185.0 pts vs S&P Filing for REZI on Nov 1, 2018
MMM3M Sale (full)$15,001 - $50,000 · Joint Oct 30, 2018 Oct 24, 2018 ▲ 50.7%−169.6 pts vs S&P Filing for MMM on Oct 24, 2018
SBUXStarbucks Sale (full)$15,001 - $50,000 · Spouse Oct 30, 2018 Oct 24, 2018 ▲ 114.0%−106.3 pts vs S&P Filing for SBUX on Oct 24, 2018
VLOValero Energy Purchase$1,001 - $15,000 · Spouse Aug 9, 2018 Jul 30, 2018 ▲ 355.9%+150.9 pts vs S&P Filing for VLO on Jul 30, 2018
ALLYAlly Financial Inc. Purchase$15,001 - $50,000 · Spouse Aug 1, 2018 Jul 26, 2018 — Filing for ALLY on Jul 26, 2018
QCOMQualcomm Sale (full)$15,001 - $50,000 · Spouse Aug 1, 2018 Jul 26, 2018 ▲ 217.4%+16.0 pts vs S&P Filing for QCOM on Jul 26, 2018
JCIJohnson Controls Purchase$1,001 - $15,000 · Spouse Jul 24, 2018 Jul 12, 2018 ▲ 414.0%+208.4 pts vs S&P Filing for JCI on Jul 12, 2018
VLOValero Energy Purchase$1,001 - $15,000 · Spouse Jun 19, 2018 Jun 4, 2018 ▲ 329.6%+117.6 pts vs S&P Filing for VLO on Jun 4, 2018
MMM3M Purchase$15,001 - $50,000 · Joint Jun 3, 2018 May 23, 2018 ▲ 40.9%−172.8 pts vs S&P Filing for MMM on May 23, 2018
PEPPepsiCo Purchase$15,001 - $50,000 · Joint Jun 3, 2018 May 23, 2018 ▲ 78.8%−135.0 pts vs S&P Filing for PEP on May 23, 2018
CMCSAComcast Purchase$15,001 - $50,000 May 16, 2018 May 8, 2018 ▲ 5.5%−215.8 pts vs S&P Filing for CMCSA on May 8, 2018
EPDEnterprise Products Partners L.p. Purchase$1,001 - $15,000 May 16, 2018 May 8, 2018 ▲ 160.8%−60.5 pts vs S&P Filing for EPD on May 8, 2018
CCICrown Castle Purchase$15,001 - $50,000 · Spouse Apr 26, 2018 Apr 20, 2018 ▲ 21.1%−200.6 pts vs S&P Filing for CCI on Apr 20, 2018
QCOMQualcomm Sale (partial)$15,001 - $50,000 · Spouse Apr 26, 2018 Apr 20, 2018 ▲ 296.4%+74.7 pts vs S&P Filing for QCOM on Apr 20, 2018
VODVodafone Group Public LTD Co Purchase$1,001 - $15,000 · Spouse Apr 18, 2018 Apr 9, 2018 — Filing for VOD on Apr 9, 2018
NKENike, Inc. Sale (full)$1,001 - $15,000 · Spouse Mar 20, 2018 Mar 16, 2018 ▼ 34.2%−247.0 pts vs S&P Filing for NKE on Mar 16, 2018
ABBVAbbVie Purchase$1,001 - $15,000 · Spouse Mar 1, 2018 Feb 22, 2018 ▲ 249.5%+31.1 pts vs S&P Filing for ABBV on Feb 22, 2018
CSCOCisco Purchase$1,001 - $15,000 Mar 1, 2018 Feb 22, 2018 ▲ 207.8%−10.6 pts vs S&P Filing for CSCO on Feb 22, 2018
WMTWalmart Purchase$1,001 - $15,000 Mar 1, 2018 Feb 22, 2018 ▲ 361.6%+143.1 pts vs S&P Filing for WMT on Feb 22, 2018
CMICummins Sale (full)$15,001 - $50,000 · Spouse Feb 1, 2018 Jan 26, 2018 ▲ 225.6%+25.2 pts vs S&P Filing for CMI on Jan 26, 2018
WMTWalmart Sale (full)$1,001 - $15,000 Feb 1, 2018 Jan 26, 2018 ▲ 295.1%+94.6 pts vs S&P Filing for WMT on Jan 26, 2018
NWLNewell Brands Inc. Sale (full)$15,001 - $50,000 · Spouse Jan 10, 2018 Dec 28, 2017 ▼ 72.4%−293.9 pts vs S&P Filing for NWL on Dec 28, 2017
SLBSchlumberger Sale (full)$15,001 - $50,000 Dec 7, 2017 Nov 28, 2017 ▲ 8.3%−221.0 pts vs S&P Filing for SLB on Nov 28, 2017
CSCOCisco Purchase$15,001 - $50,000 Nov 21, 2017 Nov 15, 2017 ▲ 290.4%+52.9 pts vs S&P Filing for CSCO on Nov 15, 2017
EMREmerson Electric Purchase$1,001 - $15,000 Nov 8, 2017 Oct 31, 2017 ▲ 219.1%−17.5 pts vs S&P Filing for EMR on Oct 31, 2017
GEGE Aerospace Sale (full)$15,001 - $50,000 Nov 8, 2017 Oct 31, 2017 ▲ 255.7%+19.2 pts vs S&P Filing for GE on Oct 31, 2017
GEGE Aerospace Sale (full)$15,001 - $50,000 · Spouse Oct 26, 2017 Oct 18, 2017 ▲ 210.2%−28.3 pts vs S&P Filing for GE on Oct 18, 2017
NWLNewell Brands Inc. Purchase$15,001 - $50,000 · Spouse Oct 26, 2017 Oct 18, 2017 ▼ 79.1%−317.5 pts vs S&P Filing for NWL on Oct 18, 2017
MDTMedtronic Purchase$1,001 - $15,000 · Spouse Sep 12, 2017 Aug 28, 2017 ▲ 59.1%−196.5 pts vs S&P Filing for MDT on Aug 28, 2017
MDLZMondelez International Purchase$1,001 - $15,000 Sep 12, 2017 Aug 28, 2017 ▲ 98.9%−156.7 pts vs S&P Filing for MDLZ on Aug 28, 2017
IBMIBM Purchase$1,001 - $15,000 Aug 23, 2017 Aug 14, 2017 ▲ 167.3%−85.5 pts vs S&P Filing for IBM on Aug 14, 2017
QCOMQualcomm Purchase$1,001 - $15,000 · Spouse Aug 23, 2017 Aug 14, 2017 ▲ 291.6%+38.8 pts vs S&P Filing for QCOM on Aug 14, 2017
METAMeta Platforms Purchase$15,001 - $50,000 · Spouse Jul 20, 2017 Jul 10, 2017 ▲ 307.2%+48.3 pts vs S&P Filing for META on Jul 10, 2017
CMCSAComcast Sale (full)$15,001 - $50,000 Jun 14, 2017 Jun 7, 2017 ▼ 21.6%−280.3 pts vs S&P Filing for CMCSA on Jun 7, 2017
JNJJohnson & Johnson Sale (full)$15,001 - $50,000 · Spouse Jun 14, 2017 Jun 7, 2017 ▲ 161.6%−97.1 pts vs S&P Filing for JNJ on Jun 7, 2017
MSFTMicrosoft Corporation Sale (full)$15,001 - $50,000 · Spouse Jun 14, 2017 Jun 7, 2017 ▲ 697.4%+438.7 pts vs S&P Filing for MSFT on Jun 7, 2017
UBSIUnited Bankshares Inc Purchase$15,001 - $50,000 Jun 14, 2017 Jun 7, 2017 ▲ 84.6%−174.1 pts vs S&P Filing for UBSI on Jun 7, 2017
TDToronto Dominion Bank Purchase$15,001 - $50,000 Apr 11, 2017 Apr 5, 2017 — Filing for TD on Apr 5, 2017
TAT&T Purchase$1,001 - $15,000 Apr 5, 2017 Mar 28, 2017 ▲ 33.3%−238.2 pts vs S&P Filing for T on Mar 28, 2017
JCIJohnson Controls Purchase$1,001 - $15,000 · Spouse Apr 5, 2017 Mar 28, 2017 ▲ 342.5%+71.1 pts vs S&P Filing for JCI on Mar 28, 2017
MDLZMondelez International Purchase$1,001 - $15,000 Apr 5, 2017 Mar 28, 2017 ▲ 89.6%−181.8 pts vs S&P Filing for MDLZ on Mar 28, 2017
WMBWilliams Companies Purchase$1,001 - $15,000 Apr 5, 2017 Mar 28, 2017 ▲ 317.6%+46.2 pts vs S&P Filing for WMB on Mar 28, 2017
NVDANVIDIA Corporation Purchase$1,001 - $15,000 Mar 22, 2017 Mar 16, 2017 ▲ 7997.1%+7729.1 pts vs S&P Filing for NVDA on Mar 16, 2017
QCOMQualcomm Purchase$1,001 - $15,000 · Spouse Mar 22, 2017 Mar 16, 2017 ▲ 262.9%−5.2 pts vs S&P Filing for QCOM on Mar 16, 2017
CVXChevron Corporation Purchase$15,001 - $50,000 Mar 22, 2017 Mar 15, 2017 ▲ 209.9%−57.4 pts vs S&P Filing for CVX on Mar 15, 2017
ULUnilever PLC Sale (full)$15,001 - $50,000 Mar 9, 2017 Feb 27, 2017 — Filing for UL on Feb 27, 2017
MMacy's, Inc. Sale (full)$1,001 - $15,000 · Spouse Feb 7, 2017 Feb 1, 2017 ▲ 24.6%−261.1 pts vs S&P Filing for M on Feb 1, 2017
METAMeta Platforms Purchase$1,001 - $15,000 · Spouse Jan 11, 2017 Jan 6, 2017 ▲ 406.5%+120.1 pts vs S&P Filing for META on Jan 6, 2017
ULUnilever PLC Purchase$1,001 - $15,000 Jan 11, 2017 Jan 6, 2017 — Filing for UL on Jan 6, 2017
CCLCarnival Corporation Sale (full)$15,001 - $50,000 · Spouse Dec 21, 2016 Dec 14, 2016 ▼ 36.8%−327.7 pts vs S&P Filing for CCL on Dec 14, 2016
ULUnilever PLC Purchase$1,001 - $15,000 Dec 15, 2016 Dec 6, 2016 — Filing for UL on Dec 6, 2016
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 · Spouse Dec 15, 2016 Dec 5, 2016 ▲ 624.0%+324.5 pts vs S&P Filing for GOOGL on Dec 5, 2016
UNHUnitedHealth Group Purchase$15,001 - $50,000 Dec 15, 2016 Dec 5, 2016 ▲ 199.8%−99.7 pts vs S&P Filing for UNH on Dec 5, 2016
GOOGLAlphabet Inc. (Class A) Purchase$15,001 - $50,000 · Spouse Nov 29, 2016 Nov 14, 2016 ▲ 648.1%+340.4 pts vs S&P Filing for GOOGL on Nov 14, 2016
AXPAmerican Express Sale (full)$1,001 - $15,000 · Spouse Nov 29, 2016 Nov 14, 2016 ▲ 413.8%+106.2 pts vs S&P Filing for AXP on Nov 14, 2016
AXPAmerican Express Sale (full)$15,001 - $50,000 · Joint Nov 29, 2016 Nov 14, 2016 ▲ 413.8%+106.2 pts vs S&P Filing for AXP on Nov 14, 2016
CVSCVS Health Sale (full)$15,001 - $50,000 · Spouse Nov 29, 2016 Nov 14, 2016 ▲ 64.4%−243.3 pts vs S&P Filing for CVS on Nov 14, 2016
JCIJohnson Controls Purchase$15,001 - $50,000 · Spouse Nov 29, 2016 Nov 14, 2016 ▲ 324.1%+16.4 pts vs S&P Filing for JCI on Nov 14, 2016
PEPPepsiCo Purchase$15,001 - $50,000 · Joint Nov 29, 2016 Nov 14, 2016 ▲ 84.8%−222.9 pts vs S&P Filing for PEP on Nov 14, 2016
COSTCostco Purchase$1,001 - $15,000 · Spouse Nov 10, 2016 Nov 4, 2016 ▲ 749.6%+426.2 pts vs S&P Filing for COST on Nov 4, 2016
SBUXStarbucks Purchase$15,001 - $50,000 · Spouse Nov 2, 2016 Oct 25, 2016 ▲ 141.1%−171.2 pts vs S&P Filing for SBUX on Oct 25, 2016
GEGE Aerospace Purchase$1,001 - $15,000 Nov 2, 2016 Oct 24, 2016 ▲ 156.5%−154.4 pts vs S&P Filing for GE on Oct 24, 2016
WMWaste Management Purchase$15,001 - $50,000 · Joint Sep 8, 2016 Aug 31, 2016 ▲ 341.5%+33.3 pts vs S&P Filing for WM on Aug 31, 2016
EPDEnterprise Products Partners L.p. Purchase$1,001 - $15,000 Sep 8, 2016 Aug 24, 2016 ▲ 195.1%−112.2 pts vs S&P Filing for EPD on Aug 24, 2016
PFEPfizer Purchase$1,001 - $15,000 · Spouse Aug 16, 2016 Aug 8, 2016 ▲ 42.3%−264.7 pts vs S&P Filing for PFE on Aug 8, 2016
VODVodafone Group Public LTD Co Purchase$1,001 - $15,000 · Spouse Aug 10, 2016 Aug 4, 2016 — Filing for VOD on Aug 4, 2016
EPDEnterprise Products Partners L.p. Purchase$1,001 - $15,000 · Spouse Aug 10, 2016 Aug 2, 2016 ▲ 188.9%−122.8 pts vs S&P Filing for EPD on Aug 2, 2016
CCLCarnival Corporation Purchase$1,001 - $15,000 · Spouse Jul 28, 2016 Jul 20, 2016 ▼ 27.0%−335.8 pts vs S&P Filing for CCL on Jul 20, 2016
CCLCarnival Corporation Purchase$15,001 - $50,000 · Spouse Jul 11, 2016 Jul 6, 2016 ▼ 22.2%−345.5 pts vs S&P Filing for CCL on Jul 6, 2016
HONHoneywell Technologies Purchase$1,001 - $15,000 Jul 11, 2016 Jul 6, 2016 ▲ 150.8%−172.5 pts vs S&P Filing for HON on Jul 6, 2016
CCICrown Castle Sale (full)$15,001 - $50,000 · Joint Jul 11, 2016 Jun 27, 2016 ▲ 36.9%−307.7 pts vs S&P Filing for CCI on Jun 27, 2016
ABBVAbbVie Purchase$1,001 - $15,000 · Spouse Jun 29, 2016 Jun 22, 2016 ▲ 623.1%+296.7 pts vs S&P Filing for ABBV on Jun 22, 2016
BXBlackstone Inc. Purchase$1,001 - $15,000 Jun 29, 2016 Jun 22, 2016 — Filing for BX on Jun 22, 2016
ARCCAres Capital Corp Purchase$1,001 - $15,000 · Spouse Jun 15, 2016 Jun 9, 2016 ▲ 254.1%−66.6 pts vs S&P Filing for ARCC on Jun 9, 2016
ABTAbbott Laboratories Purchase$1,001 - $15,000 · Spouse Jun 8, 2016 Jun 1, 2016 ▲ 237.8%−86.4 pts vs S&P Filing for ABT on Jun 1, 2016
CSCOCisco Purchase$1,001 - $15,000 Jun 8, 2016 Jun 1, 2016 ▲ 385.6%+61.3 pts vs S&P Filing for CSCO on Jun 1, 2016
QCOMQualcomm Purchase$1,001 - $15,000 · Spouse Jun 8, 2016 Jun 1, 2016 ▲ 296.5%−27.8 pts vs S&P Filing for QCOM on Jun 1, 2016
NKENike, Inc. Purchase$1,001 - $15,000 · Spouse May 19, 2016 May 9, 2016 ▼ 24.2%−357.5 pts vs S&P Filing for NKE on May 9, 2016
COSTCostco Purchase$15,001 - $50,000 · Spouse May 5, 2016 Apr 26, 2016 ▲ 698.9%+371.9 pts vs S&P Filing for COST on Apr 26, 2016
HDThe Home Depot Purchase$1,001 - $15,000 · Spouse May 5, 2016 Apr 26, 2016 ▲ 216.1%−110.9 pts vs S&P Filing for HD on Apr 26, 2016
MARMarriott International Purchase$1,001 - $15,000 · Spouse May 5, 2016 Apr 26, 2016 ▲ 583.9%+256.9 pts vs S&P Filing for MAR on Apr 26, 2016
MDLZMondelez International Purchase$1,001 - $15,000 May 5, 2016 Apr 26, 2016 ▲ 97.5%−229.5 pts vs S&P Filing for MDLZ on Apr 26, 2016
CMICummins Purchase$15,001 - $50,000 · Spouse Apr 12, 2016 Mar 30, 2016 ▲ 503.4%+170.4 pts vs S&P Filing for CMI on Mar 30, 2016
DUKDuke Energy Purchase$15,001 - $50,000 · Spouse Apr 12, 2016 Mar 30, 2016 ▲ 141.2%−191.8 pts vs S&P Filing for DUK on Mar 30, 2016
LYBLyondellBasell Purchase$15,001 - $50,000 · Spouse Apr 12, 2016 Mar 30, 2016 ▲ 38.8%−294.2 pts vs S&P Filing for LYB on Mar 30, 2016
AMGNAmgen Purchase$1,001 - $15,000 · Spouse Mar 31, 2016 Mar 21, 2016 ▲ 328.2%−7.7 pts vs S&P Filing for AMGN on Mar 21, 2016
HDThe Home Depot Purchase$1,001 - $15,000 · Spouse Mar 31, 2016 Mar 21, 2016 ▲ 226.6%−109.3 pts vs S&P Filing for HD on Mar 21, 2016
MMacy's, Inc. Purchase$15,001 - $50,000 · Spouse Mar 31, 2016 Mar 21, 2016 ▼ 15.0%−350.8 pts vs S&P Filing for M on Mar 21, 2016
AMGNAmgen Purchase$15,001 - $50,000 · Spouse Mar 2, 2016 Feb 23, 2016 ▲ 327.4%−38.8 pts vs S&P Filing for AMGN on Feb 23, 2016
PFEPfizer Purchase$15,001 - $50,000 · Spouse Mar 2, 2016 Feb 23, 2016 ▲ 68.8%−297.4 pts vs S&P Filing for PFE on Feb 23, 2016
DISThe Walt Disney Company Purchase$15,001 - $50,000 · Spouse Mar 2, 2016 Feb 23, 2016 ▲ 30.9%−335.4 pts vs S&P Filing for DIS on Feb 23, 2016
GOOGLAlphabet Inc. (Class A) Purchase$15,001 - $50,000 · Spouse Jun 29, 2016 Feb 18, 2016 ▲ 685.3%+318.5 pts vs S&P Filing for GOOGL on Feb 18, 2016
AMZNAmazon Purchase$15,001 - $50,000 · Spouse Jun 29, 2016 Feb 18, 2016 ▲ 859.9%+493.2 pts vs S&P Filing for AMZN on Feb 18, 2016
AAPLApple Inc. Purchase$1,001 - $15,000 · Spouse Jun 29, 2016 Feb 18, 2016 ▲ 1421.0%+1054.2 pts vs S&P Filing for AAPL on Feb 18, 2016
CVSCVS Health Purchase$15,001 - $50,000 · Spouse Jun 29, 2016 Feb 18, 2016 ▲ 30.7%−336.1 pts vs S&P Filing for CVS on Feb 18, 2016
HDThe Home Depot Purchase$1,001 - $15,000 · Spouse Jun 29, 2016 Feb 18, 2016 ▲ 258.6%−108.2 pts vs S&P Filing for HD on Feb 18, 2016
JNJJohnson & Johnson Purchase$15,001 - $50,000 · Spouse Jun 29, 2016 Feb 18, 2016 ▲ 241.9%−124.9 pts vs S&P Filing for JNJ on Feb 18, 2016
MSFTMicrosoft Corporation Purchase$15,001 - $50,000 · Spouse Jun 29, 2016 Feb 18, 2016 ▲ 1041.7%+674.9 pts vs S&P Filing for MSFT on Feb 18, 2016
HONHoneywell Technologies Purchase$15,001 - $50,000 · Spouse Mar 1, 2016 Feb 18, 2016 ▲ 178.2%−188.6 pts vs S&P Filing for HON on Feb 18, 2016
QCOMQualcomm Purchase$1,001 - $15,000 · Spouse Mar 1, 2016 Feb 18, 2016 ▲ 351.0%−15.8 pts vs S&P Filing for QCOM on Feb 18, 2016
IPInternational Paper Purchase$1,001 - $15,000 · Spouse Feb 24, 2016 Feb 2, 2016 ▲ 75.2%−296.3 pts vs S&P Filing for IP on Feb 2, 2016
NFGNational Fuel GAS Co Sale (full)$1,001 - $15,000 Jan 14, 2016 Dec 28, 2015 ▲ 161.8%−175.1 pts vs S&P Filing for NFG on Dec 28, 2015
CMCSAComcast Purchase$15,001 - $50,000 Jan 14, 2016 Dec 22, 2015 ▲ 18.5%−322.1 pts vs S&P Filing for CMCSA on Dec 22, 2015
CVSCVS Health Purchase$15,001 - $50,000 · Spouse Jan 14, 2016 Dec 22, 2015 ▲ 29.4%−311.2 pts vs S&P Filing for CVS on Dec 22, 2015
WMBWilliams Companies Sale (full)$1,001 - $15,000 Jan 14, 2016 Dec 22, 2015 ▲ 478.6%+137.9 pts vs S&P Filing for WMB on Dec 22, 2015
CATCaterpillar Inc. Sale (full)$1,001 - $15,000 · Spouse Nov 3, 2015 Oct 21, 2015 — Filing for CAT on Oct 21, 2015
CCICrown Castle Purchase$1,001 - $15,000 · Joint Nov 3, 2015 Oct 21, 2015 — Filing for CCI on Oct 21, 2015
IBMIBM Sale (full)$1,001 - $15,000 · Spouse Nov 3, 2015 Oct 21, 2015 — Filing for IBM on Oct 21, 2015
FCXFreeport-McMoRan Sale (full)$1,001 - $15,000 · Joint Sep 30, 2015 Sep 18, 2015 — Filing for FCX on Sep 18, 2015
FCXFreeport-McMoRan Sale (full)$1,001 - $15,000 Sep 30, 2015 Sep 18, 2015 — Filing for FCX on Sep 18, 2015
WMBWilliams Companies Purchase$1,001 - $15,000 Sep 24, 2015 Aug 31, 2015 — Filing for WMB on Aug 31, 2015
EPDEnterprise Products Partners L.p. Purchase$1,001 - $15,000 Jul 21, 2015 Jun 30, 2015 — Filing for EPD on Jun 30, 2015
EPDEnterprise Products Partners L.p. Purchase$15,001 - $50,000 Jul 21, 2015 Jun 30, 2015 — Filing for EPD on Jun 30, 2015
WMBWilliams Companies Sale (full)$15,001 - $50,000 Jul 21, 2015 Jun 30, 2015 — Filing for WMB on Jun 30, 2015
HONHoneywell Technologies Purchase$15,001 - $50,000 · Spouse Jun 4, 2015 May 27, 2015 — Filing for HON on May 27, 2015
FCXFreeport-McMoRan Sale (full)$1,001 - $15,000 · Spouse Jun 29, 2016 May 26, 2015 — Filing for FCX on May 26, 2015
FCXFreeport-McMoRan Purchase$1,001 - $15,000 Jun 29, 2016 May 26, 2015 — Filing for FCX on May 26, 2015
AXPAmerican Express Purchase$1,001 - $15,000 · Joint Jun 4, 2015 May 19, 2015 — Filing for AXP on May 19, 2015
WMBWilliams Companies Purchase$1,001 - $15,000 Jun 4, 2015 May 19, 2015 — Filing for WMB on May 19, 2015
GEGE Aerospace Purchase$1,001 - $15,000 · Spouse May 14, 2015 Apr 28, 2015 — Filing for GE on Apr 28, 2015

What happened to the stocks afterwards

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

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days +0.2% −0.4% 47% 86 −0.3% (88)
Purchases 90 days +0.7% +0.6% 54% 86 −0.7% (88)
Sales 30 days −1.3% −1.7% 43% 53 +1.3% (56)
Sales 90 days +1.7% +1.3% 53% 53 +2.0% (56)

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