Donald S. Beyer, Jr.: stock trades

Democrat, Representative for VA's 8th 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.

Technology21% of trades 111 trades: 62 purchases, 49 sales
Financials21% of trades 109 trades: 62 purchases, 47 sales
Health Care21% of trades 109 trades: 56 purchases, 53 sales
Consumer Staples11% of trades 56 trades: 36 purchases, 20 sales
Communication Services8% of trades 40 trades: 24 purchases, 16 sales
Consumer Discretionary7% of trades 39 trades: 22 purchases, 17 sales

Would copying Donald S. Beyer, Jr.’s trades have beaten the S&P 500?

Copying Donald S. Beyer, Jr.’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 August 18, 2016 into $54,691 by November 2, 2026, against $40,679 in the S&P 500: +18.2% a year against +14.8%, with a beta of 0.78. Selling each purchase after 6 months instead would have made +8.9% a year. Six months after each report, the average share purchase was +9.3% against the S&P 500 (median +3.5%), and 58% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +9.7%. Reports arrived a median of 18 days after the trade. 4 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 Donald S. Beyer, Jr.S&P 500, buy and hold $10,000 copying Donald S. Beyer, Jr.’s disclosed holdings from August 18, 2016, 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.

Donald S. Beyer, Jr.: 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	300	+5.1%	+3.4%	58%	4.72	Some evidence: ahead
Purchases, 6 months after the report	300	+9.3%	+3.5%	58%	5.05	No reliable evidence
Purchases, 3 months after the trade	300	+6.2%	+2.8%	62%	5.41	Strong evidence: ahead
Purchases, 6 months after the trade	300	+9.7%	+4.5%	61%	5.32	No reliable evidence
Sales, 6 months after the report	226	+1.9%	−2.6%	54%	0.95	Some evidence: seller wrong

Return a year, copying: +18.2%
S&P 500, same dates: +14.8%
Yearly swing (S&P 500): 22% (18%)
Sharpe ratio (S&P 500): 0.75 (0.72)
Biggest drop (S&P 500): −33% (−34%)
Market sensitivity (beta): 0.78

“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 Donald S. Beyer, Jr. 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.

Donald S. Beyer, Jr.: companies traded

NEENextEra Energy	12$12,012–$180,000	7$35,007–$175,000	Nov 18, 2019	Mar 7, 2022	▲ 74.5%−91.9 pts vs S&P
GSGoldman Sachs	12$12,012–$180,000	6$20,006–$125,000	Nov 19, 2019	Feb 28, 2022	▲ 380.6%+214.1 pts vs S&P
AAPLApple Inc.	10$24,010–$185,000	7$70,007–$225,000	Nov 18, 2019	Feb 28, 2022	▲ 426.4%+260.0 pts vs S&P
ELThe Estée Lauder Companies	11$11,011–$165,000	6$20,006–$125,000	Nov 18, 2019	Feb 28, 2022	▼ 40.5%−206.9 pts vs S&P
MSFTMicrosoft Corporation	8$8,008–$120,000	9$37,009–$205,000	Nov 22, 2019	Feb 28, 2022	▲ 259.3%+92.0 pts vs S&P
TDOCTeladoc Health, Inc.	8$8,008–$120,000	9$23,009–$170,000	Nov 18, 2019	Nov 26, 2021	▼ 89.0%−255.4 pts vs S&P
TJXTJX Companies	9$9,009–$135,000	7$7,007–$105,000	Nov 19, 2019	Feb 28, 2022	▲ 153.7%−12.8 pts vs S&P
ECLEcolab	7$7,007–$105,000	8$22,008–$155,000	Nov 19, 2019	Feb 28, 2022	▲ 75.4%−91.1 pts vs S&P
ILMNIllumina, Inc.	8$8,008–$120,000	7$21,007–$140,000	Nov 19, 2019	Feb 28, 2022	▼ 25.1%−191.6 pts vs S&P
MSCIMSCI	7$7,007–$105,000	8$36,008–$190,000	Nov 19, 2019	Feb 28, 2022	▲ 165.6%−0.9 pts vs S&P
ROPRoper Technologies	8$8,008–$120,000	7$35,007–$175,000	Nov 19, 2019	Feb 28, 2022	▲ 43.2%−123.3 pts vs S&P
TGTTarget Corporation	10$10,010–$150,000	5$19,005–$110,000	Nov 18, 2019	Feb 28, 2022	▲ 71.4%−95.0 pts vs S&P
TRNOTerreno Realty Corp	9$9,009–$135,000	6$20,006–$125,000	Nov 19, 2019	Feb 28, 2022	▲ 42.1%−124.4 pts vs S&P
VZVerizon	7$7,007–$105,000	8$8,008–$120,000	Nov 18, 2019	Feb 28, 2022	▲ 13.8%−152.6 pts vs S&P
ACNAccenture	9$9,009–$135,000	5$19,005–$110,000	Nov 19, 2019	Feb 28, 2022	▲ 47.8%−118.7 pts vs S&P
BRK.BBerkshire Hathaway	9$9,009–$135,000	5$19,005–$110,000	Nov 18, 2019	Feb 28, 2022	▲ 153.5%−12.9 pts vs S&P
CGNXCognex Corp	8$8,008–$120,000	6$6,006–$90,000	Nov 18, 2019	Feb 28, 2022	▲ 20.7%−145.7 pts vs S&P
CYRXCryoport, Inc.	7$7,007–$105,000	7$7,007–$105,000	Nov 19, 2019	Feb 28, 2022	▲ 8.8%−157.7 pts vs S&P
NVDANVIDIA Corporation	7$7,007–$105,000	7$35,007–$175,000	Nov 19, 2019	Feb 28, 2022	▲ 3815.4%+3648.9 pts vs S&P
PEPPepsiCo	8$8,008–$120,000	6$6,006–$90,000	Nov 19, 2019	Feb 28, 2022	▲ 30.0%−136.5 pts vs S&P
DISThe Walt Disney Company	9$9,009–$135,000	4$4,004–$60,000	Nov 18, 2019	Feb 28, 2022	▼ 20.5%−186.9 pts vs S&P
NDAQNasdaq, Inc.	9$9,009–$135,000	4$18,004–$95,000	Nov 19, 2019	Feb 28, 2022	▲ 242.4%+76.0 pts vs S&P
NKENike, Inc.	9$9,009–$135,000	4$18,004–$95,000	Nov 19, 2019	Feb 28, 2022	▼ 53.4%−219.9 pts vs S&P
CCitigroup	7$7,007–$105,000	5$19,005–$110,000	Nov 18, 2019	Jul 14, 2020	—
GOOGLAlphabet Inc. (Class A)	8$8,008–$120,000	4$32,004–$130,000	Nov 19, 2019	Feb 28, 2022	▲ 329.1%+162.7 pts vs S&P
VVisa Inc.	5$5,005–$75,000	7$21,007–$140,000	Nov 18, 2019	Feb 28, 2022	▲ 148.6%−17.8 pts vs S&P
EDITEditas Medicine, Inc.	7$7,007–$105,000	4$4,004–$60,000	Nov 19, 2019	Apr 14, 2021	▼ 89.7%−256.2 pts vs S&P
ISRGIntuitive Surgical	6$6,006–$90,000	5$19,005–$110,000	Nov 19, 2019	Feb 28, 2022	▲ 126.8%−39.6 pts vs S&P
UNHUnitedHealth Group	6$6,006–$90,000	5$19,005–$110,000	Nov 19, 2019	Feb 28, 2022	▲ 64.8%−101.6 pts vs S&P
XYZBlock, Inc.	3$3,003–$45,000	8$8,008–$120,000	Jan 28, 2020	Feb 10, 2022	▲ 3.0%−150.0 pts vs S&P
COSTCostco	7$7,007–$105,000	3$17,003–$80,000	Mar 24, 2020	Feb 28, 2022	▲ 300.9%+62.8 pts vs S&P
GHGuardant Health, Inc.	4$4,004–$60,000	6$6,006–$90,000	Feb 14, 2020	Feb 28, 2022	▲ 102.5%−42.5 pts vs S&P
NTLAIntellia Therapeutics, Inc.	4$4,004–$60,000	6$20,006–$125,000	Dec 9, 2019	Feb 28, 2022	▼ 30.3%−195.1 pts vs S&P
AMZNAmazon	4$4,004–$60,000	5$33,005–$145,000	Nov 19, 2019	Feb 28, 2022	▲ 180.3%+13.8 pts vs S&P
ASMLAsml Holding NV	4$4,004–$60,000	3$17,003–$80,000	Jun 24, 2020	Feb 28, 2022	—
REGNRegeneron Pharmaceuticals	4$4,004–$60,000	3$3,003–$45,000	May 20, 2020	Feb 28, 2022	▲ 68.2%−108.7 pts vs S&P
DALDelta Air Lines	4$4,004–$60,000	2$2,002–$30,000	Nov 19, 2019	Apr 27, 2020	▲ 52.9%−113.6 pts vs S&P
CDNSCadence Design Systems Inc	4$4,004–$60,000	1$1,001–$15,000	Mar 3, 2021	Feb 28, 2022	▲ 146.4%+33.5 pts vs S&P
CMECME Group	4$4,004–$60,000	1$1,001–$15,000	Nov 19, 2019	Jul 10, 2020	▲ 94.8%−71.7 pts vs S&P
JPMJPMorgan Chase	4$4,004–$60,000	1$1,001–$15,000	Nov 13, 2020	Feb 28, 2022	▲ 246.5%+118.8 pts vs S&P
KAIKadant Inc	4$4,004–$60,000	1$1,001–$15,000	Dec 15, 2020	Feb 28, 2022	▲ 107.0%−13.6 pts vs S&P
PIImpinj Inc	3$3,003–$45,000	2$16,002–$65,000	Nov 19, 2019	Feb 28, 2022	▲ 454.4%+287.9 pts vs S&P
FNVFranco Nevada Corp	2$2,002–$30,000	2$2,002–$30,000	May 6, 2021	Feb 28, 2022	—
CVSCVS Health	2$2,002–$30,000	1$1,001–$15,000	Dec 21, 2021	Feb 28, 2022	▲ 3.8%−69.3 pts vs S&P
FVRRFiverr International Ltd.	1$1,001–$15,000	2$2,002–$30,000	Aug 27, 2020	Dec 21, 2021	▼ 92.4%−227.4 pts vs S&P
MCOMoody's Corporation	1$1,001–$15,000	1$1,001–$15,000	Aug 28, 2020	Jan 11, 2021	▲ 80.8%−52.7 pts vs S&P
SLBSchlumberger	1$1,001–$15,000	1$1,001–$15,000	Mar 1, 2021	Mar 15, 2021	▲ 105.1%−3.3 pts vs S&P
KMXCarmax Inc	0	1$15,001–$50,000	Feb 1, 2022	Feb 1, 2022	—
MSMorgan Stanley	1$15,001–$50,000	0	May 13, 2021	May 13, 2021	▲ 160.1%+62.8 pts vs S&P
PNCPNC Financial Services	0	1$1,001–$15,000	Jan 20, 2022	Jan 20, 2022	—

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 530 trades; every trade is in the reports below. Click a column heading to sort.

Donald S. Beyer, Jr.: trades in companies we cover
					Report
NEENextEra Energy	Sale (full)$1,001 - $15,000 · Joint	Apr 1, 2022	Mar 7, 2022	▲ 14.4%−76.7 pts vs S&P	Filing for NEE on Mar 7, 2022
ACNAccenture	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▼ 10.1%−93.6 pts vs S&P	Filing for ACN on Feb 28, 2022
GOOGLAlphabet Inc. (Class A)	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 108.5%+25.0 pts vs S&P	Filing for GOOGL on Feb 28, 2022
AMZNAmazon	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 60.0%−23.6 pts vs S&P	Filing for AMZN on Feb 28, 2022
AAPLApple Inc.	Sale (full)$50,001 - $100,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 109.5%+26.0 pts vs S&P	Filing for AAPL on Feb 28, 2022
ASMLAsml Holding NV	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	—	Filing for ASML on Feb 28, 2022
BRK.BBerkshire Hathaway	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 73.0%−10.5 pts vs S&P	Filing for BRK.B on Feb 28, 2022
CDNSCadence Design Systems Inc	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 117.6%+34.1 pts vs S&P	Filing for CDNS on Feb 28, 2022
CGNXCognex Corp	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▼ 13.8%−97.3 pts vs S&P	Filing for CGNX on Feb 28, 2022
COSTCostco	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 111.1%+27.6 pts vs S&P	Filing for COST on Feb 28, 2022
CYRXCryoport, Inc.	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▼ 52.7%−136.2 pts vs S&P	Filing for CYRX on Feb 28, 2022
CVSCVS Health	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 0.4%−83.1 pts vs S&P	Filing for CVS on Feb 28, 2022
ECLEcolab	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 84.7%+1.1 pts vs S&P	Filing for ECL on Feb 28, 2022
ELThe Estée Lauder Companies	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▼ 62.0%−145.5 pts vs S&P	Filing for EL on Feb 28, 2022
FNVFranco Nevada Corp	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	—	Filing for FNV on Feb 28, 2022
GSGoldman Sachs	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 195.7%+112.2 pts vs S&P	Filing for GS on Feb 28, 2022
GHGuardant Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 157.6%+74.1 pts vs S&P	Filing for GH on Feb 28, 2022
ILMNIllumina, Inc.	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▼ 28.7%−112.2 pts vs S&P	Filing for ILMN on Feb 28, 2022
PIImpinj Inc	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 170.7%+87.1 pts vs S&P	Filing for PI on Feb 28, 2022
NTLAIntellia Therapeutics, Inc.	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▼ 88.2%−171.7 pts vs S&P	Filing for NTLA on Feb 28, 2022
ISRGIntuitive Surgical	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 50.5%−33.0 pts vs S&P	Filing for ISRG on Feb 28, 2022
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 170.3%+86.8 pts vs S&P	Filing for JPM on Feb 28, 2022
KAIKadant Inc	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 47.1%−36.4 pts vs S&P	Filing for KAI on Feb 28, 2022
MSFTMicrosoft Corporation	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 76.2%−7.4 pts vs S&P	Filing for MSFT on Feb 28, 2022
MSCIMSCI	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 34.0%−49.5 pts vs S&P	Filing for MSCI on Feb 28, 2022
NDAQNasdaq, Inc.	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 103.4%+19.9 pts vs S&P	Filing for NDAQ on Feb 28, 2022
NKENike, Inc.	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▼ 68.7%−152.2 pts vs S&P	Filing for NKE on Feb 28, 2022
NVDANVIDIA Corporation	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 732.2%+648.6 pts vs S&P	Filing for NVDA on Feb 28, 2022
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 0.2%−83.3 pts vs S&P	Filing for PEP on Feb 28, 2022
REGNRegeneron Pharmaceuticals	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 56.9%−26.6 pts vs S&P	Filing for REGN on Feb 28, 2022
ROPRoper Technologies	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 10.4%−73.1 pts vs S&P	Filing for ROP on Feb 28, 2022
TGTTarget Corporation	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▼ 8.1%−91.6 pts vs S&P	Filing for TGT on Feb 28, 2022
TRNOTerreno Realty Corp	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 11.9%−71.6 pts vs S&P	Filing for TRNO on Feb 28, 2022
TJXTJX Companies	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 127.6%+44.1 pts vs S&P	Filing for TJX on Feb 28, 2022
UNHUnitedHealth Group	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 28, 2022	▼ 8.2%−91.7 pts vs S&P	Filing for UNH on Feb 28, 2022
VZVerizon	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 14.2%−69.3 pts vs S&P	Filing for VZ on Feb 28, 2022
VVisa Inc.	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▲ 103.8%+20.3 pts vs S&P	Filing for V on Feb 28, 2022
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 28, 2022	▼ 21.4%−104.9 pts vs S&P	Filing for DIS on Feb 28, 2022
XYZBlock, Inc.	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 10, 2022	▼ 29.3%−107.6 pts vs S&P	Filing for XYZ on Feb 10, 2022
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 3, 2022	▲ 76.4%−3.0 pts vs S&P	Filing for BRK.B on Feb 3, 2022
MSCIMSCI	Sale (full)$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 3, 2022	▲ 24.7%−54.7 pts vs S&P	Filing for MSCI on Feb 3, 2022
ACNAccenture	Purchase$1,001 - $15,000 · Joint	Mar 3, 2022	Feb 2, 2022	▼ 20.9%−96.2 pts vs S&P	Filing for ACN on Feb 2, 2022
KMXCarmax Inc	Sale (full)$15,001 - $50,000 · Joint	Mar 3, 2022	Feb 1, 2022	▼ 49.1%−126.1 pts vs S&P	Filing for KMX on Feb 1, 2022
COSTCostco	Purchase$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 31, 2022	▲ 117.3%+39.2 pts vs S&P	Filing for COST on Jan 31, 2022
CYRXCryoport, Inc.	Sale (full)$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 31, 2022	▼ 61.1%−139.2 pts vs S&P	Filing for CYRX on Jan 31, 2022
PEPPepsiCo	Purchase$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 31, 2022	▼ 5.5%−83.6 pts vs S&P	Filing for PEP on Jan 31, 2022
TRNOTerreno Realty Corp	Purchase$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 31, 2022	▲ 3.0%−75.1 pts vs S&P	Filing for TRNO on Jan 31, 2022
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 28, 2022	▲ 77.7%−3.6 pts vs S&P	Filing for BRK.B on Jan 28, 2022
VZVerizon	Purchase$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 27, 2022	▲ 19.7%−66.1 pts vs S&P	Filing for VZ on Jan 27, 2022
BRK.BBerkshire Hathaway	Sale (full)$15,001 - $50,000 · Joint	Feb 1, 2022	Jan 20, 2022	▲ 78.8%−0.5 pts vs S&P	Filing for BRK.B on Jan 20, 2022
PNCPNC Financial Services	Sale (full)$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 20, 2022	▲ 34.2%−45.2 pts vs S&P	Filing for PNC on Jan 20, 2022
CYRXCryoport, Inc.	Sale (full)$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 14, 2022	▼ 64.3%−136.8 pts vs S&P	Filing for CYRX on Jan 14, 2022
CYRXCryoport, Inc.	Sale (full)$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 13, 2022	▼ 64.5%−137.1 pts vs S&P	Filing for CYRX on Jan 13, 2022
CVSCVS Health	Purchase$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 13, 2022	▼ 0.7%−73.2 pts vs S&P	Filing for CVS on Jan 13, 2022
GHGuardant Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 13, 2022	▲ 116.7%+44.2 pts vs S&P	Filing for GH on Jan 13, 2022
PEPPepsiCo	Purchase$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 13, 2022	▼ 5.8%−78.3 pts vs S&P	Filing for PEP on Jan 13, 2022
XYZBlock, Inc.	Sale (full)$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 10, 2022	▼ 46.6%−118.8 pts vs S&P	Filing for XYZ on Jan 10, 2022
TRNOTerreno Realty Corp	Purchase$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 10, 2022	▼ 1.3%−73.4 pts vs S&P	Filing for TRNO on Jan 10, 2022
TJXTJX Companies	Purchase$1,001 - $15,000 · Joint	Feb 1, 2022	Jan 10, 2022	▲ 108.3%+36.2 pts vs S&P	Filing for TJX on Jan 10, 2022
GHGuardant Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	Jan 1, 2022	Dec 22, 2021	▲ 71.6%+0.3 pts vs S&P	Filing for GH on Dec 22, 2021
VZVerizon	Sale (full)$1,001 - $15,000 · Joint	Jan 1, 2022	Dec 22, 2021	▲ 17.5%−53.8 pts vs S&P	Filing for VZ on Dec 22, 2021
CVSCVS Health	Purchase$1,001 - $15,000 · Joint	Jan 1, 2022	Dec 21, 2021	▲ 3.8%−69.3 pts vs S&P	Filing for CVS on Dec 21, 2021
FVRRFiverr International Ltd.	Sale (full)$1,001 - $15,000 · Joint	Jan 1, 2022	Dec 21, 2021	▼ 92.9%−165.9 pts vs S&P	Filing for FVRR on Dec 21, 2021
NDAQNasdaq, Inc.	Purchase$1,001 - $15,000 · Joint	Jan 1, 2022	Dec 6, 2021	▲ 75.8%+0.6 pts vs S&P	Filing for NDAQ on Dec 6, 2021
NVDANVIDIA Corporation	Sale (full)$1,001 - $15,000 · Joint	Dec 2, 2021	Nov 26, 2021	▲ 544.2%+469.0 pts vs S&P	Filing for NVDA on Nov 26, 2021
XYZBlock, Inc.	Sale (full)$1,001 - $15,000 · Joint	Dec 2, 2021	Nov 26, 2021	▼ 63.7%−138.9 pts vs S&P	Filing for XYZ on Nov 26, 2021
TDOCTeladoc Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	Dec 2, 2021	Nov 26, 2021	▼ 92.1%−167.3 pts vs S&P	Filing for TDOC on Nov 26, 2021
TJXTJX Companies	Purchase$1,001 - $15,000 · Joint	Dec 2, 2021	Nov 26, 2021	▲ 117.7%+42.5 pts vs S&P	Filing for TJX on Nov 26, 2021
XYZBlock, Inc.	Sale (full)$1,001 - $15,000 · Joint	Dec 2, 2021	Nov 1, 2021	▼ 69.8%−144.6 pts vs S&P	Filing for XYZ on Nov 1, 2021
VVisa Inc.	Sale (full)$1,001 - $15,000 · Joint	Dec 2, 2021	Nov 1, 2021	▲ 108.0%+33.2 pts vs S&P	Filing for V on Nov 1, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Oct 30, 2021	Oct 29, 2021	▲ 93.8%+18.7 pts vs S&P	Filing for BRK.B on Oct 29, 2021
NTLAIntellia Therapeutics, Inc.	Sale (full)$1,001 - $15,000 · Joint	Oct 30, 2021	Oct 29, 2021	▼ 91.2%−166.3 pts vs S&P	Filing for NTLA on Oct 29, 2021
FNVFranco Nevada Corp	Sale (full)$1,001 - $15,000 · Joint	Oct 30, 2021	Oct 4, 2021	—	Filing for FNV on Oct 4, 2021
PIImpinj Inc	Purchase$1,001 - $15,000 · Joint	Oct 30, 2021	Oct 4, 2021	▲ 245.0%+157.4 pts vs S&P	Filing for PI on Oct 4, 2021
CYRXCryoport, Inc.	Sale (full)$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 21, 2021	▼ 75.6%−161.0 pts vs S&P	Filing for CYRX on Sep 21, 2021
CDNSCadence Design Systems Inc	Purchase$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 20, 2021	▲ 104.8%+19.5 pts vs S&P	Filing for CDNS on Sep 20, 2021
NTLAIntellia Therapeutics, Inc.	Sale (full)$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 20, 2021	▼ 92.1%−177.4 pts vs S&P	Filing for NTLA on Sep 20, 2021
VVisa Inc.	Sale (full)$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 20, 2021	▲ 100.8%+15.6 pts vs S&P	Filing for V on Sep 20, 2021
VVisa Inc.	Sale (full)$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 20, 2021	▲ 100.8%+15.6 pts vs S&P	Filing for V on Sep 20, 2021
CGNXCognex Corp	Sale (full)$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 17, 2021	▼ 34.4%−116.6 pts vs S&P	Filing for CGNX on Sep 17, 2021
COSTCostco	Purchase$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 17, 2021	▲ 139.3%+57.1 pts vs S&P	Filing for COST on Sep 17, 2021
ILMNIllumina, Inc.	Sale (full)$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 17, 2021	▼ 47.9%−130.1 pts vs S&P	Filing for ILMN on Sep 17, 2021
REGNRegeneron Pharmaceuticals	Purchase$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 17, 2021	▲ 48.9%−33.3 pts vs S&P	Filing for REGN on Sep 17, 2021
XYZBlock, Inc.	Sale (full)$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 17, 2021	▼ 69.9%−152.1 pts vs S&P	Filing for XYZ on Sep 17, 2021
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Joint	Oct 1, 2021	Sep 17, 2021	▲ 4.3%−77.9 pts vs S&P	Filing for UNH on Sep 17, 2021
CDNSCadence Design Systems Inc	Purchase$1,001 - $15,000 · Joint	Sep 2, 2021	Aug 18, 2021	▲ 122.6%+38.9 pts vs S&P	Filing for CDNS on Aug 18, 2021
TDOCTeladoc Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	Sep 2, 2021	Aug 18, 2021	▼ 93.8%−177.4 pts vs S&P	Filing for TDOC on Aug 18, 2021
CDNSCadence Design Systems Inc	Purchase$1,001 - $15,000 · Joint	Sep 2, 2021	Aug 5, 2021	▲ 117.1%+34.5 pts vs S&P	Filing for CDNS on Aug 5, 2021
TJXTJX Companies	Sale (full)$1,001 - $15,000 · Joint	Sep 2, 2021	Aug 5, 2021	▲ 121.8%+39.2 pts vs S&P	Filing for TJX on Aug 5, 2021
NTLAIntellia Therapeutics, Inc.	Sale (full)$1,001 - $15,000 · Joint	Aug 7, 2021	Jul 21, 2021	▼ 92.4%−178.0 pts vs S&P	Filing for NTLA on Jul 21, 2021
NEENextEra Energy	Sale (full)$15,001 - $50,000 · Joint	Aug 7, 2021	Jul 21, 2021	▲ 28.8%−56.9 pts vs S&P	Filing for NEE on Jul 21, 2021
REGNRegeneron Pharmaceuticals	Purchase$1,001 - $15,000 · Joint	Aug 7, 2021	Jul 21, 2021	▲ 66.2%−19.4 pts vs S&P	Filing for REGN on Jul 21, 2021
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 24, 2021	▲ 129.9%+40.1 pts vs S&P	Filing for GOOGL on Jun 24, 2021
FNVFranco Nevada Corp	Purchase$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 21, 2021	—	Filing for FNV on Jun 21, 2021
TDOCTeladoc Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 21, 2021	▼ 94.5%−186.1 pts vs S&P	Filing for TDOC on Jun 21, 2021
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 18, 2021	▲ 166.3%+71.9 pts vs S&P	Filing for AAPL on Jun 18, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 18, 2021	▲ 102.9%+8.5 pts vs S&P	Filing for BRK.B on Jun 18, 2021
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 18, 2021	▲ 104.1%+9.6 pts vs S&P	Filing for MSFT on Jun 18, 2021
ASMLAsml Holding NV	Purchase$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 17, 2021	—	Filing for ASML on Jun 17, 2021
ECLEcolab	Sale (full)$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 17, 2021	▲ 55.9%−35.9 pts vs S&P	Filing for ECL on Jun 17, 2021
NEENextEra Energy	Sale (full)$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 17, 2021	▲ 31.0%−60.8 pts vs S&P	Filing for NEE on Jun 17, 2021
REGNRegeneron Pharmaceuticals	Purchase$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 17, 2021	▲ 81.0%−10.8 pts vs S&P	Filing for REGN on Jun 17, 2021
NEENextEra Energy	Purchase$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 8, 2021	▲ 35.4%−56.2 pts vs S&P	Filing for NEE on Jun 8, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jul 4, 2021	Jun 7, 2021	▲ 92.1%+0.4 pts vs S&P	Filing for BRK.B on Jun 7, 2021
MSMorgan Stanley	Purchase$15,001 - $50,000 · Joint	Jun 7, 2021	May 13, 2021	▲ 160.1%+62.8 pts vs S&P	Filing for MS on May 13, 2021
TDOCTeladoc Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	Jun 7, 2021	May 7, 2021	▼ 94.3%−186.0 pts vs S&P	Filing for TDOC on May 7, 2021
FNVFranco Nevada Corp	Purchase$1,001 - $15,000 · Joint	Jun 7, 2021	May 6, 2021	—	Filing for FNV on May 6, 2021
ILMNIllumina, Inc.	Sale (full)$1,001 - $15,000 · Joint	Jun 7, 2021	May 6, 2021	▼ 38.2%−131.4 pts vs S&P	Filing for ILMN on May 6, 2021
NDAQNasdaq, Inc.	Purchase$1,001 - $15,000 · Joint	Jun 7, 2021	May 6, 2021	▲ 114.7%+21.5 pts vs S&P	Filing for NDAQ on May 6, 2021
NDAQNasdaq, Inc.	Purchase$1,001 - $15,000 · Joint	May 1, 2021	Apr 29, 2021	▲ 116.9%+24.2 pts vs S&P	Filing for NDAQ on Apr 29, 2021
EDITEditas Medicine, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 1, 2021	Apr 14, 2021	▼ 93.8%−190.5 pts vs S&P	Filing for EDIT on Apr 14, 2021
AMZNAmazon	Sale (full)$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 18, 2021	▲ 62.2%−45.2 pts vs S&P	Filing for AMZN on Mar 18, 2021
COSTCostco	Sale (full)$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 18, 2021	▲ 241.8%+134.4 pts vs S&P	Filing for COST on Mar 18, 2021
GSGoldman Sachs	Purchase$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 18, 2021	▲ 193.9%+86.5 pts vs S&P	Filing for GS on Mar 18, 2021
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 18, 2021	▲ 148.9%+41.5 pts vs S&P	Filing for JPM on Mar 18, 2021
KAIKadant Inc	Purchase$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 18, 2021	▲ 63.9%−43.5 pts vs S&P	Filing for KAI on Mar 18, 2021
MSCIMSCI	Sale (full)$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 18, 2021	▲ 66.9%−40.5 pts vs S&P	Filing for MSCI on Mar 18, 2021
SLBSchlumberger	Sale (full)$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 15, 2021	▲ 102.3%−2.5 pts vs S&P	Filing for SLB on Mar 15, 2021
GSGoldman Sachs	Purchase$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 11, 2021	▲ 199.0%+92.7 pts vs S&P	Filing for GS on Mar 11, 2021
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 11, 2021	▲ 154.3%+47.9 pts vs S&P	Filing for JPM on Mar 11, 2021
KAIKadant Inc	Purchase$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 11, 2021	▲ 65.6%−40.7 pts vs S&P	Filing for KAI on Mar 11, 2021
ROPRoper Technologies	Sale (full)$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 11, 2021	▲ 28.4%−77.9 pts vs S&P	Filing for ROP on Mar 11, 2021
TJXTJX Companies	Sale (full)$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 11, 2021	▲ 131.1%+24.7 pts vs S&P	Filing for TJX on Mar 11, 2021
CDNSCadence Design Systems Inc	Purchase$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 3, 2021	▲ 146.4%+33.5 pts vs S&P	Filing for CDNS on Mar 3, 2021
EDITEditas Medicine, Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 2, 2021	▼ 94.4%−204.4 pts vs S&P	Filing for EDIT on Mar 2, 2021
GSGoldman Sachs	Purchase$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 1, 2021	▲ 210.0%+101.6 pts vs S&P	Filing for GS on Mar 1, 2021
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 1, 2021	▲ 160.8%+52.3 pts vs S&P	Filing for JPM on Mar 1, 2021
SLBSchlumberger	Purchase$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 1, 2021	▲ 105.1%−3.3 pts vs S&P	Filing for SLB on Mar 1, 2021
VZVerizon	Sale (full)$1,001 - $15,000 · Joint	Apr 1, 2021	Mar 1, 2021	▲ 15.9%−92.6 pts vs S&P	Filing for VZ on Mar 1, 2021
FVRRFiverr International Ltd.	Sale (full)$1,001 - $15,000 · Joint	Feb 27, 2021	Feb 26, 2021	▼ 96.8%−210.3 pts vs S&P	Filing for FVRR on Feb 26, 2021
ELThe Estée Lauder Companies	Sale (full)$1,001 - $15,000 · Joint	Feb 27, 2021	Feb 19, 2021	▼ 60.1%−168.3 pts vs S&P	Filing for EL on Feb 19, 2021
GSGoldman Sachs	Purchase$1,001 - $15,000 · Joint	Feb 27, 2021	Feb 8, 2021	▲ 242.1%+134.2 pts vs S&P	Filing for GS on Feb 8, 2021
TJXTJX Companies	Sale (full)$1,001 - $15,000 · Joint	Feb 27, 2021	Feb 5, 2021	▲ 124.3%+14.9 pts vs S&P	Filing for TJX on Feb 5, 2021
KAIKadant Inc	Purchase$1,001 - $15,000 · Joint	Feb 27, 2021	Feb 4, 2021	▲ 97.5%−12.8 pts vs S&P	Filing for KAI on Feb 4, 2021
NVDANVIDIA Corporation	Sale (full)$1,001 - $15,000 · Joint	Feb 27, 2021	Feb 4, 2021	▲ 1386.4%+1276.1 pts vs S&P	Filing for NVDA on Feb 4, 2021
ELThe Estée Lauder Companies	Purchase$1,001 - $15,000 · Joint	Jan 31, 2021	Jan 19, 2021	▼ 54.2%−168.7 pts vs S&P	Filing for EL on Jan 19, 2021
GSGoldman Sachs	Purchase$1,001 - $15,000 · Joint	Jan 31, 2021	Jan 15, 2021	▲ 241.2%+125.0 pts vs S&P	Filing for GS on Jan 15, 2021
NTLAIntellia Therapeutics, Inc.	Sale (full)$1,001 - $15,000 · Joint	Jan 31, 2021	Jan 15, 2021	▼ 85.8%−201.9 pts vs S&P	Filing for NTLA on Jan 15, 2021
NVDANVIDIA Corporation	Sale (full)$1,001 - $15,000 · Joint	Jan 31, 2021	Jan 15, 2021	▲ 1479.4%+1363.3 pts vs S&P	Filing for NVDA on Jan 15, 2021
ASMLAsml Holding NV	Purchase$1,001 - $15,000 · Joint	Jan 31, 2021	Jan 11, 2021	—	Filing for ASML on Jan 11, 2021
GSGoldman Sachs	Purchase$1,001 - $15,000 · Joint	Jan 31, 2021	Jan 11, 2021	▲ 249.5%+135.1 pts vs S&P	Filing for GS on Jan 11, 2021
MCOMoody's Corporation	Sale (full)$1,001 - $15,000 · Joint	Jan 31, 2021	Jan 11, 2021	▲ 92.2%−22.2 pts vs S&P	Filing for MCO on Jan 11, 2021
NVDANVIDIA Corporation	Sale (full)$1,001 - $15,000 · Joint	Jan 31, 2021	Jan 11, 2021	▲ 1391.0%+1276.6 pts vs S&P	Filing for NVDA on Jan 11, 2021
VZVerizon	Sale (full)$1,001 - $15,000 · Joint	Jan 31, 2021	Jan 11, 2021	▲ 11.6%−102.8 pts vs S&P	Filing for VZ on Jan 11, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Jan 2, 2020	Dec 24, 2020date after report	—	Filing for BRK.B on Dec 24, 2020
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000 · Joint	Jan 1, 2021	Dec 23, 2020	▲ 140.6%+19.7 pts vs S&P	Filing for MSFT on Dec 23, 2020
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Joint	Jan 1, 2021	Dec 16, 2020	▲ 172.7%+52.4 pts vs S&P	Filing for AAPL on Dec 16, 2020
ROPRoper Technologies	Sale (full)$1,001 - $15,000 · Joint	Jan 1, 2021	Dec 16, 2020	▲ 18.4%−101.9 pts vs S&P	Filing for ROP on Dec 16, 2020
GSGoldman Sachs	Purchase$1,001 - $15,000 · Joint	Jan 1, 2021	Dec 15, 2020	▲ 323.6%+202.9 pts vs S&P	Filing for GS on Dec 15, 2020
KAIKadant Inc	Purchase$1,001 - $15,000 · Joint	Jan 1, 2021	Dec 15, 2020	▲ 107.0%−13.6 pts vs S&P	Filing for KAI on Dec 15, 2020
DISThe Walt Disney Company	Purchase$1,001 - $15,000 · Joint	Jan 1, 2021	Dec 7, 2020	▼ 24.1%−145.0 pts vs S&P	Filing for DIS on Dec 7, 2020
CGNXCognex Corp	Purchase$1,001 - $15,000 · Joint	Jan 1, 2021	Dec 3, 2020	▼ 19.6%−141.9 pts vs S&P	Filing for CGNX on Dec 3, 2020
MSCIMSCI	Purchase$1,001 - $15,000 · Joint	Jan 1, 2021	Dec 3, 2020	▲ 61.8%−60.6 pts vs S&P	Filing for MSCI on Dec 3, 2020
ECLEcolab	Purchase$1,001 - $15,000 · Joint	Jan 1, 2021	Dec 2, 2020	▲ 50.2%−72.2 pts vs S&P	Filing for ECL on Dec 2, 2020
ECLEcolab	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 25, 2020	▲ 50.9%−73.9 pts vs S&P	Filing for ECL on Nov 25, 2020
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 24, 2020	▲ 148.7%+24.2 pts vs S&P	Filing for MSFT on Nov 24, 2020
ELThe Estée Lauder Companies	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 18, 2020	▼ 54.5%−183.3 pts vs S&P	Filing for EL on Nov 18, 2020
NTLAIntellia Therapeutics, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 18, 2020	▼ 65.9%−194.8 pts vs S&P	Filing for NTLA on Nov 18, 2020
DISThe Walt Disney Company	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 18, 2020	▼ 18.9%−147.8 pts vs S&P	Filing for DIS on Nov 18, 2020
ACNAccenture	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▲ 18.3%−107.8 pts vs S&P	Filing for ACN on Nov 17, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▲ 191.9%+65.8 pts vs S&P	Filing for AAPL on Nov 17, 2020
CGNXCognex Corp	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▼ 15.9%−142.1 pts vs S&P	Filing for CGNX on Nov 17, 2020
CYRXCryoport, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▼ 65.0%−191.2 pts vs S&P	Filing for CYRX on Nov 17, 2020
EDITEditas Medicine, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▼ 91.1%−217.2 pts vs S&P	Filing for EDIT on Nov 17, 2020
ILMNIllumina, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▼ 21.8%−147.9 pts vs S&P	Filing for ILMN on Nov 17, 2020
NEENextEra Energy	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▲ 29.5%−96.6 pts vs S&P	Filing for NEE on Nov 17, 2020
NKENike, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▼ 67.3%−193.4 pts vs S&P	Filing for NKE on Nov 17, 2020
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▲ 1413.6%+1287.5 pts vs S&P	Filing for NVDA on Nov 17, 2020
ROPRoper Technologies	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▲ 22.8%−103.3 pts vs S&P	Filing for ROP on Nov 17, 2020
XYZBlock, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▼ 59.0%−185.1 pts vs S&P	Filing for XYZ on Nov 17, 2020
TGTTarget Corporation	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▲ 14.7%−111.4 pts vs S&P	Filing for TGT on Nov 17, 2020
TDOCTeladoc Health, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 17, 2020	▼ 95.2%−221.3 pts vs S&P	Filing for TDOC on Nov 17, 2020
ASMLAsml Holding NV	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 13, 2020	—	Filing for ASML on Nov 13, 2020
COSTCostco	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 13, 2020	▲ 199.7%+71.9 pts vs S&P	Filing for COST on Nov 13, 2020
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 13, 2020	▲ 246.5%+118.8 pts vs S&P	Filing for JPM on Nov 13, 2020
ISRGIntuitive Surgical	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 5, 2020	▲ 80.0%−52.9 pts vs S&P	Filing for ISRG on Nov 5, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 4, 2020	▲ 203.7%+66.3 pts vs S&P	Filing for AAPL on Nov 4, 2020
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 4, 2020	▲ 1372.8%+1235.4 pts vs S&P	Filing for NVDA on Nov 4, 2020
ELThe Estée Lauder Companies	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 3, 2020	▼ 49.3%−192.0 pts vs S&P	Filing for EL on Nov 3, 2020
NKENike, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 3, 2020	▼ 65.3%−208.0 pts vs S&P	Filing for NKE on Nov 3, 2020
COSTCostco	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 2, 2020	▲ 211.5%+64.6 pts vs S&P	Filing for COST on Nov 2, 2020
CYRXCryoport, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 2, 2020	▼ 60.5%−207.5 pts vs S&P	Filing for CYRX on Nov 2, 2020
GHGuardant Health, Inc.	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 2, 2020	▲ 62.5%−84.5 pts vs S&P	Filing for GH on Nov 2, 2020
NEENextEra Energy	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 2, 2020	▲ 32.0%−114.9 pts vs S&P	Filing for NEE on Nov 2, 2020
TGTTarget Corporation	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 2, 2020	▲ 21.6%−125.4 pts vs S&P	Filing for TGT on Nov 2, 2020
UNHUnitedHealth Group	Purchase$1,001 - $15,000 · Joint	Dec 1, 2020	Nov 2, 2020	▲ 42.5%−104.5 pts vs S&P	Filing for UNH on Nov 2, 2020
TGTTarget Corporation	Purchase$1,001 - $15,000 · Joint	Nov 5, 2020	Oct 26, 2020	▲ 18.9%−121.4 pts vs S&P	Filing for TGT on Oct 26, 2020
ECLEcolab	Sale (full)$1,001 - $15,000 · Joint	Nov 5, 2020	Oct 23, 2020	▲ 60.6%−75.2 pts vs S&P	Filing for ECL on Oct 23, 2020
NEENextEra Energy	Purchase$1,001 - $15,000 · Joint	Nov 5, 2020	Oct 23, 2020	▲ 30.9%−104.9 pts vs S&P	Filing for NEE on Oct 23, 2020
GHGuardant Health, Inc.	Purchase$1,001 - $15,000 · Joint	Nov 5, 2020	Oct 22, 2020	▲ 66.3%−70.4 pts vs S&P	Filing for GH on Oct 22, 2020
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000 · Joint	Nov 5, 2020	Oct 22, 2020	▲ 148.2%+11.5 pts vs S&P	Filing for MSFT on Oct 22, 2020
ELThe Estée Lauder Companies	Purchase$1,001 - $15,000 · Joint	Nov 5, 2020	Oct 8, 2020	▼ 49.2%−186.4 pts vs S&P	Filing for EL on Oct 8, 2020
ROPRoper Technologies	Sale (full)$1,001 - $15,000 · Joint	Nov 5, 2020	Oct 8, 2020	▲ 23.4%−113.8 pts vs S&P	Filing for ROP on Oct 8, 2020
TRNOTerreno Realty Corp	Sale (full)$1,001 - $15,000 · Joint	Nov 5, 2020	Oct 8, 2020	▲ 32.3%−104.9 pts vs S&P	Filing for TRNO on Oct 8, 2020
GSGoldman Sachs	Sale (full)$1,001 - $15,000 · Joint	Nov 5, 2020	Oct 5, 2020	▲ 411.6%+271.6 pts vs S&P	Filing for GS on Oct 5, 2020
GHGuardant Health, Inc.	Purchase$1,001 - $15,000 · Joint	Nov 5, 2020	Oct 5, 2020	▲ 54.2%−85.8 pts vs S&P	Filing for GH on Oct 5, 2020
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Joint	Oct 1, 2020	Sep 11, 2020	▲ 25.2%−119.9 pts vs S&P	Filing for PEP on Sep 11, 2020
MCOMoody's Corporation	Purchase$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 28, 2020	▲ 80.8%−52.7 pts vs S&P	Filing for MCO on Aug 28, 2020
NEENextEra Energy	Purchase$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 28, 2020	▲ 41.9%−91.6 pts vs S&P	Filing for NEE on Aug 28, 2020
ACNAccenture	Purchase$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 27, 2020	▲ 20.2%−114.8 pts vs S&P	Filing for ACN on Aug 27, 2020
COSTCostco	Purchase$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 27, 2020	▲ 228.4%+93.3 pts vs S&P	Filing for COST on Aug 27, 2020
ECLEcolab	Sale (full)$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 27, 2020	▲ 66.8%−68.2 pts vs S&P	Filing for ECL on Aug 27, 2020
FVRRFiverr International Ltd.	Purchase$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 27, 2020	▼ 92.4%−227.4 pts vs S&P	Filing for FVRR on Aug 27, 2020
ILMNIllumina, Inc.	Sale (full)$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 27, 2020	▼ 33.7%−168.7 pts vs S&P	Filing for ILMN on Aug 27, 2020
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 27, 2020	▲ 23.7%−111.3 pts vs S&P	Filing for PEP on Aug 27, 2020
ROPRoper Technologies	Purchase$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 27, 2020	▲ 16.5%−118.5 pts vs S&P	Filing for ROP on Aug 27, 2020
NTLAIntellia Therapeutics, Inc.	Sale (full)$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 26, 2020	▼ 43.8%−179.4 pts vs S&P	Filing for NTLA on Aug 26, 2020
ASMLAsml Holding NV	Sale (full)$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 14, 2020	—	Filing for ASML on Aug 14, 2020
REGNRegeneron Pharmaceuticals	Sale (full)$1,001 - $15,000 · Joint	Sep 6, 2020	Aug 14, 2020	▲ 58.4%−84.7 pts vs S&P	Filing for REGN on Aug 14, 2020
PIImpinj Inc	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 27, 2020	▲ 515.1%+361.8 pts vs S&P	Filing for PI on Jul 27, 2020
ACNAccenture	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 32.6%−124.1 pts vs S&P	Filing for ACN on Jul 14, 2020
GOOGLAlphabet Inc. (Class A)	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 270.4%+113.7 pts vs S&P	Filing for GOOGL on Jul 14, 2020
AMZNAmazon	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 59.3%−97.4 pts vs S&P	Filing for AMZN on Jul 14, 2020
AAPLApple Inc.	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 260.3%+103.6 pts vs S&P	Filing for AAPL on Jul 14, 2020
BRK.BBerkshire Hathaway	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 193.1%+36.4 pts vs S&P	Filing for BRK.B on Jul 14, 2020
CCitigroup	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	—	Filing for C on Jul 14, 2020
CGNXCognex Corp	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▼ 2.2%−159.0 pts vs S&P	Filing for CGNX on Jul 14, 2020
COSTCostco	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 247.5%+90.8 pts vs S&P	Filing for COST on Jul 14, 2020
CYRXCryoport, Inc.	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▼ 51.2%−207.9 pts vs S&P	Filing for CYRX on Jul 14, 2020
ECLEcolab	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 61.6%−95.2 pts vs S&P	Filing for ECL on Jul 14, 2020
ELThe Estée Lauder Companies	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▼ 41.7%−198.4 pts vs S&P	Filing for EL on Jul 14, 2020
GSGoldman Sachs	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 385.4%+228.7 pts vs S&P	Filing for GS on Jul 14, 2020
GHGuardant Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 110.4%−46.3 pts vs S&P	Filing for GH on Jul 14, 2020
ILMNIllumina, Inc.	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▼ 38.1%−194.8 pts vs S&P	Filing for ILMN on Jul 14, 2020
ISRGIntuitive Surgical	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 123.9%−32.8 pts vs S&P	Filing for ISRG on Jul 14, 2020
MSFTMicrosoft Corporation	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 156.6%−0.2 pts vs S&P	Filing for MSFT on Jul 14, 2020
MSCIMSCI	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 84.5%−72.2 pts vs S&P	Filing for MSCI on Jul 14, 2020
NDAQNasdaq, Inc.	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 184.5%+27.8 pts vs S&P	Filing for NDAQ on Jul 14, 2020
NEENextEra Energy	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 51.9%−104.8 pts vs S&P	Filing for NEE on Jul 14, 2020
NKENike, Inc.	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▼ 55.3%−212.0 pts vs S&P	Filing for NKE on Jul 14, 2020
NVDANVIDIA Corporation	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 1858.4%+1701.7 pts vs S&P	Filing for NVDA on Jul 14, 2020
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 26.4%−130.4 pts vs S&P	Filing for PEP on Jul 14, 2020
ROPRoper Technologies	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 25.8%−131.0 pts vs S&P	Filing for ROP on Jul 14, 2020
XYZBlock, Inc.	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▼ 36.4%−193.1 pts vs S&P	Filing for XYZ on Jul 14, 2020
TGTTarget Corporation	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 57.1%−99.6 pts vs S&P	Filing for TGT on Jul 14, 2020
TDOCTeladoc Health, Inc.	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▼ 95.9%−252.6 pts vs S&P	Filing for TDOC on Jul 14, 2020
TRNOTerreno Realty Corp	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 46.0%−110.8 pts vs S&P	Filing for TRNO on Jul 14, 2020
TJXTJX Companies	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 207.4%+50.7 pts vs S&P	Filing for TJX on Jul 14, 2020
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 44.7%−112.0 pts vs S&P	Filing for UNH on Jul 14, 2020
VZVerizon	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 18.2%−138.5 pts vs S&P	Filing for VZ on Jul 14, 2020
VVisa Inc.	Sale (full)$15,001 - $50,000 · Joint	Aug 9, 2020	Jul 14, 2020	▲ 130.3%−26.4 pts vs S&P	Filing for V on Jul 14, 2020
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 14, 2020	▼ 1.7%−158.4 pts vs S&P	Filing for DIS on Jul 14, 2020
ASMLAsml Holding NV	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 10, 2020	—	Filing for ASML on Jul 10, 2020
CMECME Group	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 10, 2020	▲ 138.1%−19.7 pts vs S&P	Filing for CME on Jul 10, 2020
NTLAIntellia Therapeutics, Inc.	Purchase$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 10, 2020	▼ 51.0%−208.8 pts vs S&P	Filing for NTLA on Jul 10, 2020
REGNRegeneron Pharmaceuticals	Sale (full)$1,001 - $15,000 · Joint	Aug 9, 2020	Jul 10, 2020	▲ 56.3%−101.5 pts vs S&P	Filing for REGN on Jul 10, 2020
ASMLAsml Holding NV	Purchase$1,001 - $15,000 · Joint	Jul 3, 2020	Jun 24, 2020	—	Filing for ASML on Jun 24, 2020
NEENextEra Energy	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 20, 2020	▲ 72.3%−104.7 pts vs S&P	Filing for NEE on May 20, 2020
REGNRegeneron Pharmaceuticals	Purchase$1,001 - $15,000 · Joint	May 31, 2020	May 20, 2020	▲ 68.2%−108.7 pts vs S&P	Filing for REGN on May 20, 2020
TRNOTerreno Realty Corp	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 20, 2020	▲ 67.0%−110.0 pts vs S&P	Filing for TRNO on May 20, 2020
ELThe Estée Lauder Companies	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 8, 2020	▼ 34.0%−215.2 pts vs S&P	Filing for EL on May 8, 2020
TDOCTeladoc Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 8, 2020	▼ 95.1%−276.3 pts vs S&P	Filing for TDOC on May 8, 2020
ACNAccenture	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 55.3%−130.5 pts vs S&P	Filing for ACN on May 7, 2020
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 361.8%+176.0 pts vs S&P	Filing for AAPL on May 7, 2020
BRK.BBerkshire Hathaway	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 220.6%+34.7 pts vs S&P	Filing for BRK.B on May 7, 2020
CCitigroup	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	—	Filing for C on May 7, 2020
CGNXCognex Corp	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 8.0%−177.9 pts vs S&P	Filing for CGNX on May 7, 2020
CYRXCryoport, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▼ 21.4%−207.2 pts vs S&P	Filing for CYRX on May 7, 2020
ECLEcolab	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 70.3%−115.6 pts vs S&P	Filing for ECL on May 7, 2020
ISRGIntuitive Surgical	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 144.5%−41.3 pts vs S&P	Filing for ISRG on May 7, 2020
MSCIMSCI	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 104.3%−81.6 pts vs S&P	Filing for MSCI on May 7, 2020
NKENike, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▼ 51.0%−236.8 pts vs S&P	Filing for NKE on May 7, 2020
TGTTarget Corporation	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 67.3%−118.5 pts vs S&P	Filing for TGT on May 7, 2020
VZVerizon	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 19.2%−166.6 pts vs S&P	Filing for VZ on May 7, 2020
VVisa Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 144.1%−41.8 pts vs S&P	Filing for V on May 7, 2020
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 7, 2020	▲ 10.5%−175.3 pts vs S&P	Filing for DIS on May 7, 2020
NEENextEra Energy	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 4, 2020	▲ 74.3%−115.7 pts vs S&P	Filing for NEE on May 4, 2020
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 4, 2020	▲ 31.8%−158.2 pts vs S&P	Filing for PEP on May 4, 2020
TDOCTeladoc Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 4, 2020	▼ 95.0%−285.0 pts vs S&P	Filing for TDOC on May 4, 2020
ACNAccenture	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 61.4%−129.4 pts vs S&P	Filing for ACN on May 1, 2020
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 327.6%+136.8 pts vs S&P	Filing for GOOGL on May 1, 2020
AMZNAmazon	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 114.9%−75.9 pts vs S&P	Filing for AMZN on May 1, 2020
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 385.2%+194.5 pts vs S&P	Filing for AAPL on May 1, 2020
CCitigroup	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	—	Filing for C on May 1, 2020
CGNXCognex Corp	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 14.8%−176.0 pts vs S&P	Filing for CGNX on May 1, 2020
ECLEcolab	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 74.0%−116.8 pts vs S&P	Filing for ECL on May 1, 2020
EDITEditas Medicine, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▼ 88.4%−279.2 pts vs S&P	Filing for EDIT on May 1, 2020
ELThe Estée Lauder Companies	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▼ 33.8%−224.6 pts vs S&P	Filing for EL on May 1, 2020
GSGoldman Sachs	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 490.2%+299.4 pts vs S&P	Filing for GS on May 1, 2020
GHGuardant Health, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 132.3%−58.4 pts vs S&P	Filing for GH on May 1, 2020
ILMNIllumina, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▼ 23.9%−214.6 pts vs S&P	Filing for ILMN on May 1, 2020
ISRGIntuitive Surgical	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 162.7%−28.1 pts vs S&P	Filing for ISRG on May 1, 2020
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 207.1%+16.3 pts vs S&P	Filing for MSFT on May 1, 2020
MSCIMSCI	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 113.3%−77.5 pts vs S&P	Filing for MSCI on May 1, 2020
NDAQNasdaq, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 234.3%+43.6 pts vs S&P	Filing for NDAQ on May 1, 2020
NVDANVIDIA Corporation	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 2776.0%+2585.2 pts vs S&P	Filing for NVDA on May 1, 2020
ROPRoper Technologies	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 47.2%−143.6 pts vs S&P	Filing for ROP on May 1, 2020
XYZBlock, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 22.4%−168.4 pts vs S&P	Filing for XYZ on May 1, 2020
TGTTarget Corporation	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 75.3%−115.5 pts vs S&P	Filing for TGT on May 1, 2020
TRNOTerreno Realty Corp	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 48.3%−142.5 pts vs S&P	Filing for TRNO on May 1, 2020
TJXTJX Companies	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 217.6%+26.8 pts vs S&P	Filing for TJX on May 1, 2020
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 57.6%−133.2 pts vs S&P	Filing for UNH on May 1, 2020
VZVerizon	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 16.6%−174.2 pts vs S&P	Filing for VZ on May 1, 2020
VVisa Inc.	Sale (full)$1,001 - $15,000 · Joint	May 31, 2020	May 1, 2020	▲ 154.0%−36.8 pts vs S&P	Filing for V on May 1, 2020
MSCIMSCI	Sale (full)$1,001 - $15,000 · Joint	May 12, 2020	Apr 28, 2020	▲ 113.8%−74.0 pts vs S&P	Filing for MSCI on Apr 28, 2020
BRK.BBerkshire Hathaway	Sale (full)$1,001 - $15,000 · Joint	May 9, 2020	Apr 28, 2020	▲ 197.2%+9.4 pts vs S&P	Filing for BRK.B on Apr 28, 2020
CGNXCognex Corp	Sale (full)$1,001 - $15,000 · Joint	May 9, 2020	Apr 28, 2020	▲ 7.7%−180.1 pts vs S&P	Filing for CGNX on Apr 28, 2020
MSCIMSCI	Sale (full)$1,001 - $15,000 · Joint	May 9, 2020	Apr 28, 2020	▲ 113.8%−74.0 pts vs S&P	Filing for MSCI on Apr 28, 2020
NDAQNasdaq, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 9, 2020	Apr 28, 2020	▲ 220.6%+32.8 pts vs S&P	Filing for NDAQ on Apr 28, 2020
NEENextEra Energy	Sale (full)$1,001 - $15,000 · Joint	May 9, 2020	Apr 28, 2020	▲ 67.6%−120.2 pts vs S&P	Filing for NEE on Apr 28, 2020

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	+2.4%	+1.1%	60%	287	+2.5% (287)
Purchases	90 days	+6.7%	+2.9%	63%	287	+6.6% (287)
Sales	30 days	−1.2%	−0.1%	50%	219	−0.5% (219)
Sales	90 days	−1.1%	−1.8%	46%	219	−0.8% (219)

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 Nov 1, 2026 0 stock or option trades
Report filed Oct 1, 2026 0 stock or option trades
Report filed Sep 1, 2026 0 stock or option trades
Report filed Aug 1, 2026 0 stock or option trades
Report filed Jul 1, 2026 0 stock or option trades
Report filed Mar 1, 2026 0 stock or option trades
Report filed Jan 31, 2026 0 stock or option trades
Report filed Jan 2, 2026 0 stock or option trades
Report filed Nov 2, 2025 0 stock or option trades
Report filed Oct 2, 2025 0 stock or option trades
Report filed Aug 2, 2025 0 stock or option trades
Report filed May 2, 2025 0 stock or option trades
Report filed Mar 8, 2025 0 stock or option trades
Report filed Jan 6, 2025 0 stock or option trades
Report filed Dec 7, 2024 0 stock or option trades
Report filed Nov 3, 2024 0 stock or option trades
Report filed Sep 4, 2024 0 stock or option trades
Report filed Jun 6, 2024 0 stock or option trades
Report filed Mar 31, 2024 0 stock or option trades
Report filed Oct 1, 2023 0 stock or option trades
Report filed Jul 1, 2023 0 stock or option trades
Report filed Apr 29, 2023 0 stock or option trades
Report filed Apr 5, 2023 0 stock or option trades
Report filed Mar 3, 2023 0 stock or option trades
Report filed Dec 1, 2022 0 stock or option trades
Report filed Jul 29, 2022 0 stock or option trades
Report filed Jul 3, 2022 0 stock or option trades
Report filed Jun 1, 2022 0 stock or option trades
Report filed May 1, 2022 0 stock or option trades
Report filed Apr 1, 2022 3 stock or option trades · NEE
Report filed Mar 3, 2022 46 stock or option trades · ACN, GOOGL, AMZN, AAPL, ASML, BRK.B, XYZ, CDNS, KMX, CGNX, COST, CYRX
Report filed Feb 1, 2022 20 stock or option trades · BRK.B, XYZ, COST, CYRX, CVS, GH, PEP, PNC, TRNO, TJX, VZ
Report filed Jan 1, 2022 10 stock or option trades · CVS, FVRR, GH, NDAQ, VZ
Report filed Dec 2, 2021 7 stock or option trades · NVDA, XYZ, TDOC, TJX, V
Report filed Oct 30, 2021 5 stock or option trades · BRK.B, FNV, PI, NTLA
Report filed Oct 1, 2021 13 stock or option trades · CDNS, CGNX, COST, CYRX, ILMN, NTLA, REGN, XYZ, UNH, V
Report filed Sep 2, 2021 6 stock or option trades · CDNS, TDOC, TJX
Report filed Aug 7, 2021 3 stock or option trades · NTLA, NEE, REGN
Report filed Jul 4, 2021 13 stock or option trades · GOOGL, AAPL, ASML, BRK.B, ECL, FNV, MSFT, NEE, REGN, TDOC
Report filed Jun 7, 2021 6 stock or option trades · FNV, ILMN, MS, NDAQ, TDOC
Report filed May 1, 2021 4 stock or option trades · EDIT, NDAQ
Report filed Apr 1, 2021 22 stock or option trades · AMZN, CDNS, COST, EDIT, GS, JPM, KAI, MSCI, ROP, SLB, TJX, VZ
Report filed Feb 27, 2021 7 stock or option trades · EL, FVRR, GS, KAI, NVDA, TJX
Report filed Jan 31, 2021 14 stock or option trades · ASML, EL, GS, NTLA, MCO, NVDA, VZ
Report filed Jan 1, 2021 10 stock or option trades · AAPL, CGNX, ECL, GS, KAI, MSFT, MSCI, ROP, DIS
Report filed Dec 1, 2020 44 stock or option trades · ACN, AAPL, ASML, CGNX, COST, CYRX, ECL, EDIT, EL, GH, ILMN, NTLA
Report filed Nov 5, 2020 11 stock or option trades · ECL, EL, GS, GH, MSFT, NEE, ROP, TGT, TRNO
Report filed Oct 1, 2020 1 stock or option trade · PEP
Report filed Sep 6, 2020 12 stock or option trades · ACN, ASML, COST, ECL, FVRR, ILMN, NTLA, MCO, NEE, PEP, REGN, ROP
Report filed Aug 9, 2020 46 stock or option trades · ACN, GOOGL, AMZN, AAPL, ASML, BRK.B, C, CME, CGNX, COST, CYRX, ECL
Report filed Jul 3, 2020 2 stock or option trades · ASML
Report filed May 31, 2020 59 stock or option trades · ACN, GOOGL, AMZN, AAPL, BRK.B, C, CGNX, CYRX, ECL, EDIT, EL, GS
Report filed May 12, 2020 5 stock or option trades · MSFT, MSCI, TDOC
Report filed May 9, 2020 40 stock or option trades · ACN, GOOGL, AMZN, AAPL, BRK.B, C, CGNX, COST, DAL, ECL, EDIT, EL
Report filed Apr 7, 2020 5 stock or option trades · C, COST, GS
Report filed Feb 22, 2020 35 stock or option trades · ACN, GOOGL, AMZN, AAPL, C, CME, CGNX, CYRX, ECL, EL, GH, ILMN
Report filed Feb 22, 2020 63 stock or option trades · ACN, GOOGL, AMZN, AAPL, BRK.B, C, CGNX, CYRX, DAL, ECL, EDIT, EL
Report filed Jan 2, 2020 34 stock or option trades · ACN, GOOGL, AAPL, BRK.B, C, CGNX, CYRX, EDIT, EL, GS, ILMN, ISRG
Report filed Dec 14, 2019 119 stock or option trades · ACN, GOOGL, AMZN, AAPL, BRK.B, C, CME, CGNX, CYRX, DAL, ECL, EDIT
Report filed Dec 7, 2019 0 stock or option trades

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