Debbie Wasserman Schultz: stock trades

Democrat, Representative for FL's 25th district. Value ranges as filed, never exact figures.

Activity

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

Debbie Wasserman Schultz: purchases and sales per month

Show as a table

Month	Purchases	Sales
Dec 2024	0	0
Jan 2025	0	0
Feb 2025	0	1
Mar 2025	0	0
Apr 2025	0	0
May 2025	0	0
Jun 2025	1	0
Jul 2025	0	2
Aug 2025	2	0
Sep 2025	0	3
Oct 2025	0	1
Nov 2025	0	1
Dec 2025	0	0
Jan 2026	0	0
Feb 2026	0	0
Mar 2026	0	0
Apr 2026	0	0
May 2026	0	0
Jun 2026	0	1
Jul 2026	0	0
Aug 2026	0	0
Sep 2026	0	0
Oct 2026	0	0
Nov 2026	0	0

Trades, 24 months: 12
Purchases: 3
Sales: 9
In 2026: 1

Top sectors

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

Technology44% of trades 24 trades: 15 purchases, 9 sales
Energy15% of trades 8 trades: 4 purchases, 4 sales
Health Care13% of trades 7 trades: 4 purchases, 3 sales
Materials9% of trades 5 trades: 3 purchases, 2 sales
Communication Services9% of trades 5 trades: 3 purchases, 2 sales
Industrials7% of trades 4 trades: 2 purchases, 2 sales

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

Copying Debbie Wasserman Schultz’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 June 15, 2015 into $120,957 by November 2, 2026, against $43,710 in the S&P 500: +24.5% a year against +13.9%, with a beta of 0.80. Selling each purchase after 6 months instead would have made +5.7% a year. Six months after each report, the average share purchase was +8.3% against the S&P 500 (median +6.8%), and 53% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +11.9%. Reports arrived a median of 27 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.

Copying Debbie Wasserman SchultzS&P 500, buy and hold $10,000 copying Debbie Wasserman Schultz’s disclosed holdings from June 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 Wasserman Schultz: 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	30	+5.3%	+9.4%	57%	0.95	No reliable evidence
Purchases, 6 months after the report	30	+8.3%	+6.8%	53%	1.25	No reliable evidence
Purchases, 3 months after the trade	30	+6.7%	+2.1%	57%	1.06	No reliable evidence
Purchases, 6 months after the trade	30	+11.9%	+13.5%	63%	1.77	No reliable evidence
Sales, 6 months after the report	20	+18.4%	+1.4%	45%	1.65	Some evidence: seller wrong

Return a year, copying: +24.5%
S&P 500, same dates: +13.9%
Yearly swing (S&P 500): 39% (18%)
Sharpe ratio (S&P 500): 0.70 (0.70)
Biggest drop (S&P 500): −56% (−34%)
Market sensitivity (beta): 0.80

“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 Wasserman Schultz 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 Wasserman Schultz: companies traded

CMTLComtech Telecommunications Corp	4$4,004–$60,000	4$4,004–$60,000	Sep 27, 2016	Mar 29, 2017	▼ 88.8%−398.4 pts vs S&P
PTENPatterson UTI Energy Inc	4$4,004–$60,000	3$3,003–$45,000	Jan 20, 2022	Oct 23, 2024	▲ 40.1%−39.7 pts vs S&P
ANGOAngiodynamics Inc	3$3,003–$45,000	3$4,002–$32,000	Apr 27, 2016	Oct 20, 2025	▼ 4.7%−330.8 pts vs S&P
AAPLApple Inc.	2$2,002–$30,000	2$2,002–$30,000	Oct 29, 2014	Dec 23, 2016	—
AGIAlamos Gold Inc	2$2,002–$30,000	2$2,002–$30,000	Jun 6, 2022	Jan 24, 2023	—
GOOGLAlphabet Inc. (Class A)	2$2,002–$30,000	2$2,002–$30,000	Nov 4, 2014	May 19, 2015	—
RELLRichardson Electronics, LTD.	3$3,003–$45,000	1$1,001–$15,000	Apr 27, 2016	Nov 22, 2017	▲ 440.1%+114.0 pts vs S&P
ASPNAspen Aerogels Inc	2$2,002–$30,000	1$1,001–$15,000	Apr 27, 2016	Nov 22, 2017	▲ 6.1%−320.0 pts vs S&P
QMCOQuantum Corp	3$3,003–$45,000	0	Dec 23, 2021	Dec 23, 2021	▼ 82.8%−153.5 pts vs S&P
ICHRIchor Holdings, LTD.	1$1,001–$15,000	1$2,722–$2,722	Aug 5, 2025	Jun 17, 2026	▲ 156.4%+134.7 pts vs S&P
VSATViasat Inc	1$1,001–$15,000	1$1,001–$15,000	Oct 23, 2024	Jul 18, 2025	▲ 635.4%+601.9 pts vs S&P
BAXBaxter International	1$1,001–$15,000	0	Nov 18, 2024	Nov 18, 2024	▼ 21.9%−53.0 pts vs S&P
HLHecla Mining Co	1$1,001–$15,000	0	Aug 9, 2024	Aug 9, 2024	▲ 164.0%+118.8 pts vs S&P
HOMBHome Bancshares Inc	0	1$15,001–$50,000	Sep 25, 2018	Sep 25, 2018	—
HURCHurco Companies Inc	0	1$1,001–$15,000	Feb 6, 2025	Feb 6, 2025	—
INVXInnovex International, Inc.	0	1$1,140–$1,140	Nov 25, 2025	Nov 25, 2025	—
PERIPerion Network Ltd.	1$1,001–$15,000	0	May 16, 2024	May 16, 2024	▼ 5.2%−52.0 pts vs S&P
SSYSStratasys LTD.	1$1,001–$15,000	0	Aug 15, 2025	Aug 15, 2025	▼ 25.1%−43.8 pts vs S&P

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 Wasserman Schultz: trades in companies we cover
					Report
ICHRIchor Holdings, LTD.	Sale (full)$2,722.50	Jul 14, 2026	Jun 17, 2026	▼ 59.7%−62.0 pts vs S&P	Filing for ICHR on Jun 17, 2026
INVXInnovex International, Inc.	Sale (full)$1,140.00 · Dependent child	Dec 8, 2025	Nov 25, 2025	▲ 16.4%+3.5 pts vs S&P	Filing for INVX on Nov 25, 2025
ANGOAngiodynamics Inc	Sale (full)$2,000.00 · Dependent child	Oct 24, 2025	Oct 20, 2025	▲ 0.2%−13.4 pts vs S&P	Filing for ANGO on Oct 20, 2025
SSYSStratasys LTD.	Purchase$1,001 - $15,000 · Dependent child	Aug 18, 2025	Aug 15, 2025	▼ 25.1%−43.8 pts vs S&P	Filing for SSYS on Aug 15, 2025
ICHRIchor Holdings, LTD.	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2025	Aug 5, 2025	▲ 156.4%+134.7 pts vs S&P	Filing for ICHR on Aug 5, 2025
VSATViasat Inc	Sale (full)$1,001 - $15,000 · Dependent child	Jul 25, 2025	Jul 18, 2025	▲ 381.4%+359.6 pts vs S&P	Filing for VSAT on Jul 18, 2025
ANGOAngiodynamics Inc	Sale (full)$1,001 - $15,000	Jul 25, 2025	Jul 16, 2025	▲ 37.7%+15.2 pts vs S&P	Filing for ANGO on Jul 16, 2025
ANGOAngiodynamics Inc	Purchase$1,001 - $15,000 · Dependent child	Jul 25, 2025	Jun 27, 2025	▲ 21.1%−3.2 pts vs S&P	Filing for ANGO on Jun 27, 2025
HURCHurco Companies Inc	Sale (full)$1,001 - $15,000 · Dependent child	Mar 6, 2025	Feb 6, 2025	▼ 2.0%−28.9 pts vs S&P	Filing for HURC on Feb 6, 2025
BAXBaxter International	Purchase$1,001 - $15,000 · Dependent child	Nov 20, 2024	Nov 18, 2024	▼ 21.9%−53.0 pts vs S&P	Filing for BAX on Nov 18, 2024
PTENPatterson UTI Energy Inc	Purchase$1,001 - $15,000 · Dependent child	Nov 20, 2024	Oct 23, 2024	▲ 65.6%+32.2 pts vs S&P	Filing for PTEN on Oct 23, 2024
VSATViasat Inc	Purchase$1,001 - $15,000 · Dependent child	Nov 20, 2024	Oct 23, 2024	▲ 635.4%+601.9 pts vs S&P	Filing for VSAT on Oct 23, 2024
HLHecla Mining Co	Purchase$1,001 - $15,000 · Dependent child	Sep 5, 2024	Aug 9, 2024	▲ 164.0%+118.8 pts vs S&P	Filing for HL on Aug 9, 2024
PERIPerion Network Ltd.	Purchase$1,001 - $15,000 · Dependent child	Jun 10, 2024	May 16, 2024	▼ 5.2%−52.0 pts vs S&P	Filing for PERI on May 16, 2024
AGIAlamos Gold Inc	Sale (full)$1,001 - $15,000 · Dependent child	Feb 20, 2023	Jan 24, 2023	—	Filing for AGI on Jan 24, 2023
AGIAlamos Gold Inc	Sale (full)$1,001 - $15,000 · Dependent child	Feb 20, 2023	Jan 24, 2023	—	Filing for AGI on Jan 24, 2023
AGIAlamos Gold Inc	Purchase$1,001 - $15,000	Jul 1, 2022	Jun 6, 2022	—	Filing for AGI on Jun 6, 2022
AGIAlamos Gold Inc	Purchase$1,001 - $15,000	Jul 1, 2022	Jun 6, 2022	—	Filing for AGI on Jun 6, 2022
PTENPatterson UTI Energy Inc	Sale (full)$1,001 - $15,000	Jun 1, 2022	May 20, 2022	▼ 13.3%−118.9 pts vs S&P	Filing for PTEN on May 20, 2022
PTENPatterson UTI Energy Inc	Sale (full)$1,001 - $15,000	Jun 1, 2022	May 20, 2022	▼ 13.3%−118.9 pts vs S&P	Filing for PTEN on May 20, 2022
PTENPatterson UTI Energy Inc	Sale (full)$1,001 - $15,000	Jun 1, 2022	May 20, 2022	▼ 13.3%−118.9 pts vs S&P	Filing for PTEN on May 20, 2022
PTENPatterson UTI Energy Inc	Purchase$1,001 - $15,000 · Dependent child	Jan 25, 2022	Jan 20, 2022	▲ 40.1%−39.7 pts vs S&P	Filing for PTEN on Jan 20, 2022
PTENPatterson UTI Energy Inc	Purchase$1,001 - $15,000 · Dependent child	Jan 25, 2022	Jan 20, 2022	▲ 40.1%−39.7 pts vs S&P	Filing for PTEN on Jan 20, 2022
PTENPatterson UTI Energy Inc	Purchase$1,001 - $15,000 · Dependent child	Jan 25, 2022	Jan 20, 2022	▲ 40.1%−39.7 pts vs S&P	Filing for PTEN on Jan 20, 2022
QMCOQuantum Corp	Purchase$1,001 - $15,000 · Dependent child	Dec 29, 2021	Dec 23, 2021	▼ 82.8%−153.5 pts vs S&P	Filing for QMCO on Dec 23, 2021
QMCOQuantum Corp	Purchase$1,001 - $15,000 · Dependent child	Dec 29, 2021	Dec 23, 2021	▼ 82.8%−153.5 pts vs S&P	Filing for QMCO on Dec 23, 2021
QMCOQuantum Corp	Purchase$1,001 - $15,000 · Dependent child	Dec 29, 2021	Dec 23, 2021	▼ 82.8%−153.5 pts vs S&P	Filing for QMCO on Dec 23, 2021
HOMBHome Bancshares Inc	Sale (full)$15,001 - $50,000 · Dependent child	Jul 1, 2019	Sep 25, 2018	▲ 64.9%−127.4 pts vs S&P	Filing for HOMB on Sep 25, 2018
ASPNAspen Aerogels Inc	Sale (full)$1,001 - $15,000 · Dependent child	Nov 29, 2017	Nov 22, 2017	▲ 3.9%−229.3 pts vs S&P	Filing for ASPN on Nov 22, 2017
RELLRichardson Electronics, LTD.	Sale (full)$1,001 - $15,000 · Dependent child	Nov 29, 2017	Nov 22, 2017	▲ 313.7%+80.6 pts vs S&P	Filing for RELL on Nov 22, 2017
CMTLComtech Telecommunications Corp	Sale (full)$1,001 - $15,000 · Dependent child	Jun 7, 2017	Mar 29, 2017	▼ 90.4%−361.4 pts vs S&P	Filing for CMTL on Mar 29, 2017
CMTLComtech Telecommunications Corp	Sale (full)$1,001 - $15,000 · Dependent child	Jun 7, 2017	Mar 29, 2017	▼ 90.4%−361.4 pts vs S&P	Filing for CMTL on Mar 29, 2017
CMTLComtech Telecommunications Corp	Sale (full)$1,001 - $15,000 · Dependent child	Mar 31, 2017	Mar 29, 2017	▼ 90.4%−361.4 pts vs S&P	Filing for CMTL on Mar 29, 2017
CMTLComtech Telecommunications Corp	Purchase$1,001 - $15,000 · Dependent child	Mar 20, 2017	Feb 10, 2017	▼ 87.0%−366.2 pts vs S&P	Filing for CMTL on Feb 10, 2017
CMTLComtech Telecommunications Corp	Purchase$1,001 - $15,000 · Dependent child	Mar 20, 2017	Feb 10, 2017	▼ 87.0%−366.2 pts vs S&P	Filing for CMTL on Feb 10, 2017
RELLRichardson Electronics, LTD.	Purchase$1,001 - $15,000 · Dependent child	Mar 20, 2017	Feb 10, 2017	▲ 332.9%+53.7 pts vs S&P	Filing for RELL on Feb 10, 2017
CMTLComtech Telecommunications Corp	Purchase$1,001 - $15,000 · Dependent child	Feb 15, 2017	Feb 10, 2017	▼ 87.0%−366.2 pts vs S&P	Filing for CMTL on Feb 10, 2017
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Dependent child	Aug 4, 2017	Dec 23, 2016	▲ 1135.9%+846.9 pts vs S&P	Filing for AAPL on Dec 23, 2016
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Dependent child	Dec 25, 2016	Dec 23, 2016	▲ 1135.9%+846.9 pts vs S&P	Filing for AAPL on Dec 23, 2016
CMTLComtech Telecommunications Corp	Sale (full)$1,001 - $15,000 · Dependent child	Dec 25, 2016	Dec 8, 2016	▼ 86.6%−378.7 pts vs S&P	Filing for CMTL on Dec 8, 2016
ANGOAngiodynamics Inc	Sale (full)$1,001 - $15,000 · Dependent child	Dec 25, 2016	Nov 8, 2016	▼ 26.9%−339.3 pts vs S&P	Filing for ANGO on Nov 8, 2016
CMTLComtech Telecommunications Corp	Purchase$1,001 - $15,000 · Dependent child	Oct 18, 2016	Sep 27, 2016	▼ 88.8%−398.4 pts vs S&P	Filing for CMTL on Sep 27, 2016
ASPNAspen Aerogels Inc	Purchase$1,001 - $15,000 · Dependent child	Oct 18, 2016	Sep 19, 2016	▲ 0.3%−313.4 pts vs S&P	Filing for ASPN on Sep 19, 2016
ANGOAngiodynamics Inc	Purchase$1,001 - $15,000 · Dependent child	Jul 6, 2016	Apr 27, 2016	▼ 4.7%−330.8 pts vs S&P	Filing for ANGO on Apr 27, 2016
ANGOAngiodynamics Inc	Purchase$1,001 - $15,000 · Dependent child	Jul 6, 2016	Apr 27, 2016	▼ 4.7%−330.8 pts vs S&P	Filing for ANGO on Apr 27, 2016
ASPNAspen Aerogels Inc	Purchase$1,001 - $15,000 · Dependent child	Jul 6, 2016	Apr 27, 2016	▲ 6.1%−320.0 pts vs S&P	Filing for ASPN on Apr 27, 2016
RELLRichardson Electronics, LTD.	Purchase$1,001 - $15,000 · Dependent child	Jul 6, 2016	Apr 27, 2016	▲ 440.1%+114.0 pts vs S&P	Filing for RELL on Apr 27, 2016
RELLRichardson Electronics, LTD.	Purchase$1,001 - $15,000 · Dependent child	Jul 6, 2016	Apr 27, 2016	▲ 440.1%+114.0 pts vs S&P	Filing for RELL on Apr 27, 2016
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Dependent child	Jun 12, 2015	May 19, 2015	—	Filing for GOOGL on May 19, 2015
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Dependent child	Jun 12, 2015	May 19, 2015	—	Filing for GOOGL on May 19, 2015
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Dependent child	Jun 12, 2015	Nov 4, 2014	—	Filing for GOOGL on Nov 4, 2014
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Dependent child	Jun 12, 2015	Nov 4, 2014	—	Filing for GOOGL on Nov 4, 2014
AAPLApple Inc.	Purchase$1,001 - $15,000 · Dependent child	Jun 12, 2015	Oct 29, 2014	—	Filing for AAPL on Oct 29, 2014
AAPLApple Inc.	Purchase$1,001 - $15,000 · Dependent child	Jun 12, 2015	Oct 29, 2014	—	Filing for AAPL on Oct 29, 2014

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	+6.1%	0.0%	44%	25	+4.6% (25)
Purchases	90 days	+12.0%	+10.1%	60%	25	+7.6% (25)
Sales	30 days	+2.1%few trades	+0.5%	53%	19	+2.8% (19)
Sales	90 days	+8.4%few trades	+0.8%	53%	19	+9.6% (19)

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 Jul 14, 2026 1 stock or option trade · ICHR
Report filed Dec 8, 2025 1 stock or option trade · INVX
Report filed Oct 24, 2025 1 stock or option trade · ANGO
Report filed Oct 6, 2025 1 stock or option trade
Report filed Oct 6, 2025 2 stock or option trades
Report filed Aug 18, 2025 1 stock or option trade · SSYS
Report filed Aug 6, 2025 1 stock or option trade · ICHR
Report filed Jul 25, 2025 3 stock or option trades · ANGO, VSAT
Report filed Jul 1, 2025 1 stock or option trade
Report filed Mar 6, 2025 1 stock or option trade · HURC
Report filed Nov 20, 2024 4 stock or option trades · BAX, PTEN, VSAT
Report filed Sep 5, 2024 1 stock or option trade · HL
Report filed Jul 1, 2024 1 stock or option trade
Report filed Jun 10, 2024 1 stock or option trade · PERI
Report filed Jan 31, 2024 2 stock or option trades
Report filed Jul 11, 2023 1 stock or option trade
Report filed Feb 20, 2023 2 stock or option trades · AGI
Report filed Nov 10, 2022 1 stock or option trade
Report filed Sep 30, 2022 2 stock or option trades
Report filed Aug 24, 2022 6 stock or option trades
Report filed Jul 19, 2022 3 stock or option trades
Report filed Jul 1, 2022 2 stock or option trades · AGI
Report filed Jun 1, 2022 3 stock or option trades · PTEN
Report filed Jan 25, 2022 3 stock or option trades · PTEN
Report filed Dec 29, 2021 3 stock or option trades · QMCO
Report filed Jul 27, 2021 4 stock or option trades
Report filed Apr 28, 2021 2 stock or option trades
Report filed Jul 1, 2019 1 stock or option trade · HOMB
Report filed Jan 26, 2018 1 stock or option trade
Report filed Nov 29, 2017 4 stock or option trades · ASPN, RELL
Report filed Oct 30, 2017 1 stock or option trade
Report filed Oct 27, 2017 1 stock or option trade
Report filed Oct 25, 2017 3 stock or option trades
Report filed Aug 4, 2017 3 stock or option trades · AAPL
Report filed Jul 11, 2017 3 stock or option trades
Report filed Jun 8, 2017 3 stock or option trades
Report filed Jun 7, 2017 3 stock or option trades · CMTL
Report filed Mar 31, 2017 3 stock or option trades · CMTL
Report filed Mar 20, 2017 3 stock or option trades · CMTL, RELL
Report filed Feb 15, 2017 2 stock or option trades · CMTL
Report filed Jan 23, 2017 2 stock or option trades
Report filed Jan 11, 2017 1 stock or option trade
Report filed Dec 25, 2016 8 stock or option trades · ANGO, AAPL, CMTL
Report filed Oct 18, 2016 2 stock or option trades · ASPN, CMTL
Report filed Jul 6, 2016 8 stock or option trades · ANGO, ASPN, RELL
Report filed Apr 18, 2016 1 stock or option trade
Report filed Sep 9, 2015 1 stock or option trade
Report filed Sep 1, 2015 2 stock or option trades
Report filed Jul 15, 2015 1 stock or option trade
Report filed Jun 12, 2015 14 stock or option trades · AAPL, GOOGL

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.

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