Dwight Evans: stock trades

Democrat, Representative for PA's 3rd district. Value ranges as filed, never exact figures.

Activity

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

Dwight Evans: purchases and sales per month

Show as a table

Month	Purchases	Sales
Dec 2024	0	0
Jan 2025	0	0
Feb 2025	0	0
Mar 2025	0	0
Apr 2025	5	8
May 2025	0	0
Jun 2025	0	0
Jul 2025	0	0
Aug 2025	0	0
Sep 2025	0	0
Oct 2025	0	2
Nov 2025	1	6
Dec 2025	0	0
Jan 2026	0	0
Feb 2026	0	0
Mar 2026	0	1
Apr 2026	0	0
May 2026	0	4
Jun 2026	0	2
Jul 2026	0	0
Aug 2026	0	0
Sep 2026	0	0
Oct 2026	0	0
Nov 2026	0	0

Trades, 24 months: 29
Purchases: 6
Sales: 23
In 2026: 7

Top sectors

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

Technology23% of trades 30 trades: 17 purchases, 13 sales
Health Care14% of trades 18 trades: 8 purchases, 10 sales
Industrials12% of trades 16 trades: 7 purchases, 9 sales
Communication Services11% of trades 14 trades: 7 purchases, 7 sales
Financials10% of trades 13 trades: 8 purchases, 5 sales
Energy10% of trades 13 trades: 8 purchases, 5 sales

Would copying Dwight Evans’s trades have beaten the S&P 500?

Copying Dwight Evans’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 16, 2017 into $71,055 by November 2, 2026, against $36,522 in the S&P 500: +23.1% a year against +14.7%, with a beta of 1.09. Selling each purchase after 6 months instead would have made +23.7% a year. Six months after each report, the average share purchase was +5.3% against the S&P 500 (median +3.6%), and 59% beat it, suggestive, but not enough to rule out luck. Measured from the trade date instead, the member’s own timing, the average was +5.0%. Reports arrived a median of 31 days after the trade.

Copying Dwight EvansS&P 500, buy and hold $10,000 copying Dwight Evans’s disclosed holdings from May 16, 2017, 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.

Dwight Evans: 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	69	+4.5%	+1.4%	55%	2.17	Strong evidence: ahead
Purchases, 6 months after the report	69	+5.3%	+3.6%	59%	1.61	Some evidence: ahead
Purchases, 3 months after the trade	69	+3.5%	+1.2%	57%	1.65	Strong evidence: ahead
Purchases, 6 months after the trade	69	+5.0%	+4.6%	57%	1.55	Strong evidence: ahead
Sales, 6 months after the report	54	+0.4%	−2.6%	52%	0.13	No reliable evidence

Return a year, copying: +23.1%
S&P 500, same dates: +14.7%
Yearly swing (S&P 500): 22% (18%)
Sharpe ratio (S&P 500): 0.92 (0.69)
Biggest drop (S&P 500): −38% (−34%)
Market sensitivity (beta): 1.09

“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 Dwight Evans 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.

Dwight Evans: companies traded

INTCIntel	5$5,005–$75,000	5$5,005–$75,000	Dec 30, 2016	Jun 10, 2026	▲ 104.3%−188.4 pts vs S&P
GOOGLAlphabet Inc. (Class A)	4$32,004–$130,000	4$18,004–$95,000	Dec 30, 2016	Oct 10, 2025	▲ 611.0%+318.3 pts vs S&P
AMZNAmazon	2$16,002–$65,000	4$32,004–$130,000	Dec 30, 2016	Apr 3, 2025	▲ 572.1%+279.4 pts vs S&P
TMOThermo Fisher Scientific	2$16,002–$65,000	4$18,004–$95,000	Dec 30, 2016	May 7, 2026	▲ 408.1%+115.4 pts vs S&P
AEPAmerican Electric Power	2$2,002–$30,000	2$2,002–$30,000	Oct 15, 2019	Nov 2, 2021	▲ 80.4%−98.4 pts vs S&P
BRK.BBerkshire Hathaway	1$1,001–$15,000	3$3,003–$45,000	Aug 17, 2018	Jul 27, 2020	▲ 167.7%−31.8 pts vs S&P
CGCarlyle Group Inc.	3$3,003–$45,000	1$1,001–$15,000	Apr 15, 2019	May 26, 2021	▲ 177.8%−12.4 pts vs S&P
KMIKinder Morgan	2$2,002–$30,000	2$2,002–$30,000	Oct 20, 2017	Apr 3, 2025	—
OKEOneok	2$16,002–$65,000	2$16,002–$65,000	Oct 20, 2017	Apr 3, 2025	—
TAT&T	2$2,002–$30,000	2$2,002–$30,000	Oct 15, 2019	Oct 29, 2020	▲ 18.8%−160.0 pts vs S&P
AMTAmerican Tower	1$1,001–$15,000	2$2,002–$30,000	Jul 28, 2020	May 11, 2026	▼ 15.5%−171.1 pts vs S&P
APOApollo Global Management	2$2,002–$30,000	1$1,001–$15,000	Apr 15, 2019	Nov 21, 2025	▲ 387.5%+197.3 pts vs S&P
AWKAmerican Water Works	1$1,001–$15,000	2$2,002–$30,000	Aug 17, 2018	Nov 21, 2025	▲ 91.1%−108.4 pts vs S&P
CVSCVS Health	1$1,001–$15,000	2$2,002–$30,000	Jun 22, 2023	Nov 21, 2025	▲ 50.2%−29.6 pts vs S&P
HIIHuntington Ingalls Industries	1$15,001–$50,000	2$2,002–$30,000	Oct 20, 2017	Dec 30, 2020	▲ 61.2%−175.4 pts vs S&P
MSFTMicrosoft Corporation	1$1,001–$15,000	2$2,002–$30,000	Aug 17, 2018	Nov 21, 2025	▲ 424.3%+224.8 pts vs S&P
PWRQuanta Services	1$1,001–$15,000	2$2,002–$30,000	May 26, 2021	May 7, 2026	▲ 600.8%+507.2 pts vs S&P
TSLATesla, Inc.	2$2,002–$30,000	1$1,001–$15,000	Sep 4, 2020	Oct 29, 2024	▲ 185.0%+45.4 pts vs S&P
WMBWilliams Companies	2$2,002–$30,000	1$1,001–$15,000	Jul 27, 2020	Apr 3, 2025	▲ 425.8%+271.9 pts vs S&P
ABBVAbbVie	1$1,001–$15,000	1$1,001–$15,000	Aug 5, 2022	Apr 3, 2025	▲ 140.1%+47.2 pts vs S&P
BABAAlibaba Group Holding Ltd	2$2,002–$30,000	0	Aug 17, 2018	Oct 15, 2019	—
BIDUBaidu, Inc.	1$1,001–$15,000	1$1,001–$15,000	Oct 29, 2020	Jun 22, 2023	—
CECelanese Corp	1$1,001–$15,000	1$1,001–$15,000	May 26, 2021	Mar 30, 2022	▼ 66.6%−160.3 pts vs S&P
CRMSalesforce	1$1,001–$15,000	1$1,001–$15,000	Oct 29, 2020	Feb 28, 2023	▼ 4.5%−152.3 pts vs S&P
CSXCSX Corporation	1$1,001–$15,000	1$1,001–$15,000	May 26, 2021	Feb 28, 2023	▲ 63.7%−29.9 pts vs S&P
DXCDXC Technology Co	1$1,001–$15,000	1$1,001–$15,000	Dec 30, 2016	Sep 26, 2017	▼ 71.4%−364.1 pts vs S&P
GDGeneral Dynamics	1$1,001–$15,000	1$1,001–$15,000	Mar 30, 2022	Jun 10, 2026	▲ 68.4%−6.2 pts vs S&P
HPEHewlett Packard Enterprise	1$1,001–$15,000	1$1,001–$15,000	Dec 30, 2016	Sep 26, 2017	▲ 420.5%+127.8 pts vs S&P
IBMIBM	2$2,002–$30,000	0	Oct 29, 2020	Apr 3, 2025	▲ 204.3%+56.6 pts vs S&P
KDKyndryl Holdings, Inc.	1$1,001–$15,000	1$224–$224	Jun 22, 2023	Oct 10, 2025	▼ 1.2%−80.9 pts vs S&P
LUVSouthwest Airlines	1$1,001–$15,000	1$1,001–$15,000	May 26, 2021	Aug 5, 2022	▼ 22.5%−116.1 pts vs S&P
MUMicron Technology	1$1,001–$15,000	1$15,001–$50,000	Dec 20, 2023	Mar 24, 2026	▲ 991.8%+925.5 pts vs S&P
NEENextEra Energy	1$1,001–$15,000	1$1,001–$15,000	Aug 17, 2018	Apr 3, 2025	▲ 136.0%−63.5 pts vs S&P
NEONeogenomics Inc	1$1,001–$15,000	1$1,001–$15,000	Mar 2, 2020	Mar 30, 2022	▼ 42.3%−210.6 pts vs S&P
NOWServiceNow	1$1,001–$15,000	1$1,001–$15,000	Dec 20, 2023	Apr 3, 2025	▼ 21.7%−88.0 pts vs S&P
NVDANVIDIA Corporation	2$2,002–$30,000	0	Apr 3, 2025	Nov 21, 2025	▲ 103.6%+60.8 pts vs S&P
PFEPfizer	1$1,001–$15,000	1$1,001–$15,000	Aug 17, 2018	Mar 2, 2020	▲ 9.5%−190.0 pts vs S&P
TDGTransDigm Group	1$1,001–$15,000	1$50,001–$100,000	Oct 20, 2017	Jun 8, 2020	▲ 505.4%+268.8 pts vs S&P
TWSTTwist Bioscience Corp	1$1,001–$15,000	1$1,001–$15,000	Mar 2, 2020	Mar 30, 2022	▲ 333.4%+165.1 pts vs S&P
AAPLApple Inc.	1$1,001–$15,000	0	Aug 17, 2018	Aug 17, 2018	▲ 544.0%+344.5 pts vs S&P
AREAlexandria Real Estate Equities	1$1,001–$15,000	0	Jul 27, 2020	Jul 27, 2020	▼ 67.9%−221.8 pts vs S&P
AZNAstrazeneca PLC	1$1,001–$15,000	0	Dec 30, 2016	Dec 30, 2016	—
JPMJPMorgan Chase	1$1,001–$15,000	0	Aug 17, 2018	Aug 17, 2018	▲ 266.5%+67.0 pts vs S&P
LMTLockheed Martin	1$1,001–$15,000	0	May 26, 2021	May 26, 2021	▲ 93.7%+0.0 pts vs S&P
PYPLPayPal	1$1,001–$15,000	0	Oct 29, 2020	Oct 29, 2020	▼ 69.7%−217.5 pts vs S&P
RTXRTX Corporation	0	1$1,001–$15,000	Nov 14, 2022	Nov 14, 2022	—
SRESempra	1$1,001–$15,000	0	Nov 14, 2022	Nov 14, 2022	▲ 24.1%−76.9 pts vs S&P
SUSuncor Energy Inc	1$1,001–$15,000	0	Mar 2, 2020	Mar 2, 2020	—
XOMExxonMobil	1$1,001–$15,000	0	Mar 2, 2020	Mar 2, 2020	▲ 338.1%+169.8 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.

Dwight Evans: trades in companies we cover
					Report
GDGeneral Dynamics	Sale (full)$1,001 - $15,000	Jun 24, 2026	Jun 10, 2026	▲ 10.4%+5.9 pts vs S&P	Filing for GD on Jun 10, 2026
INTCIntel	Sale (partial)$1,001 - $15,000	Jun 24, 2026	Jun 10, 2026	▼ 43.5%−48.0 pts vs S&P	Filing for INTC on Jun 10, 2026
AMTAmerican Tower	Sale (full)$1,001 - $15,000	May 15, 2026	May 11, 2026	▲ 7.5%+4.9 pts vs S&P	Filing for AMT on May 11, 2026
INTCIntel	Sale (partial)$1,001 - $15,000	May 15, 2026	May 7, 2026	▼ 44.8%−48.4 pts vs S&P	Filing for INTC on May 7, 2026
PWRQuanta Services	Sale (partial)$1,001 - $15,000	May 15, 2026	May 7, 2026	▼ 12.7%−16.3 pts vs S&P	Filing for PWR on May 7, 2026
TMOThermo Fisher Scientific	Sale (partial)$1,001 - $15,000	May 15, 2026	May 7, 2026	▲ 47.3%+43.7 pts vs S&P	Filing for TMO on May 7, 2026
MUMicron Technology	Sale (full)$15,001 - $50,000	Apr 20, 2026	Mar 24, 2026	▲ 115.3%+99.3 pts vs S&P	Filing for MU on Mar 24, 2026
CVSCVS Health	Sale (partial)$1,001 - $15,000	May 15, 2026	Nov 21, 2025	▲ 20.9%+5.3 pts vs S&P	Filing for CVS on Nov 21, 2025
AWKAmerican Water Works	Sale (full)$1,001 - $15,000	Dec 19, 2025	Nov 21, 2025	▲ 12.4%−3.3 pts vs S&P	Filing for AWK on Nov 21, 2025
APOApollo Global Management	Sale (full)$1,001 - $15,000	Dec 19, 2025	Nov 21, 2025	▼ 11.5%−27.2 pts vs S&P	Filing for APO on Nov 21, 2025
CVSCVS Health	Sale (full)$1,001 - $15,000	Dec 19, 2025	Nov 21, 2025	▲ 20.9%+5.3 pts vs S&P	Filing for CVS on Nov 21, 2025
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000	Dec 19, 2025	Nov 21, 2025	▲ 11.3%−4.3 pts vs S&P	Filing for MSFT on Nov 21, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Dec 19, 2025	Nov 21, 2025	▲ 15.9%+0.2 pts vs S&P	Filing for NVDA on Nov 21, 2025
GOOGLAlphabet Inc. (Class A)	Sale (full)$15,001 - $50,000	Oct 30, 2025	Oct 10, 2025	▲ 18.3%+1.6 pts vs S&P	Filing for GOOGL on Oct 10, 2025
KDKyndryl Holdings, Inc.	Sale (full)$224.00	Oct 30, 2025	Oct 10, 2025	▼ 52.6%−69.3 pts vs S&P	Filing for KD on Oct 10, 2025
ABBVAbbVie	Sale (partial)$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▲ 49.5%+6.6 pts vs S&P	Filing for ABBV on Apr 3, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▲ 86.0%+43.2 pts vs S&P	Filing for GOOGL on Apr 3, 2025
AMZNAmazon	Purchase$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▲ 41.2%−1.6 pts vs S&P	Filing for AMZN on Apr 3, 2025
AMTAmerican Tower	Sale (partial)$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▼ 12.6%−55.5 pts vs S&P	Filing for AMT on Apr 3, 2025
INTCIntel	Purchase$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▲ 169.6%+126.8 pts vs S&P	Filing for INTC on Apr 3, 2025
IBMIBM	Purchase$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▲ 6.3%−36.5 pts vs S&P	Filing for IBM on Apr 3, 2025
KMIKinder Morgan	Sale (partial)$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	—	Filing for KMI on Apr 3, 2025
NEENextEra Energy	Sale (partial)$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▲ 21.8%−21.1 pts vs S&P	Filing for NEE on Apr 3, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▲ 103.6%+60.8 pts vs S&P	Filing for NVDA on Apr 3, 2025
OKEOneok	Sale (partial)$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	—	Filing for OKE on Apr 3, 2025
PWRQuanta Services	Sale (partial)$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▲ 160.3%+117.4 pts vs S&P	Filing for PWR on Apr 3, 2025
NOWServiceNow	Sale (partial)$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▼ 29.8%−72.6 pts vs S&P	Filing for NOW on Apr 3, 2025
WMBWilliams Companies	Sale (partial)$1,001 - $15,000	Apr 17, 2025	Apr 3, 2025	▲ 29.5%−13.3 pts vs S&P	Filing for WMB on Apr 3, 2025
AMZNAmazon	Sale (full)$15,001 - $50,000	Apr 2, 2025	Oct 29, 2024	▲ 32.0%−0.6 pts vs S&P	Filing for AMZN on Oct 29, 2024
TSLATesla, Inc.	Sale (full)$1,001 - $15,000	Apr 2, 2025	Oct 29, 2024	▲ 53.1%+20.5 pts vs S&P	Filing for TSLA on Oct 29, 2024
MUMicron Technology	Purchase$1,001 - $15,000	Jan 17, 2024	Dec 20, 2023	▲ 991.8%+925.5 pts vs S&P	Filing for MU on Dec 20, 2023
NOWServiceNow	Purchase$1,001 - $15,000	Jan 17, 2024	Dec 20, 2023	▼ 21.7%−88.0 pts vs S&P	Filing for NOW on Dec 20, 2023
BIDUBaidu, Inc.	Sale (full)$1,001 - $15,000	Jul 5, 2023	Jun 22, 2023	—	Filing for BIDU on Jun 22, 2023
CVSCVS Health	Purchase$1,001 - $15,000	Jul 5, 2023	Jun 22, 2023	▲ 50.2%−29.6 pts vs S&P	Filing for CVS on Jun 22, 2023
KDKyndryl Holdings, Inc.	Purchase$1,001 - $15,000	Jul 5, 2023	Jun 22, 2023	▼ 1.2%−80.9 pts vs S&P	Filing for KD on Jun 22, 2023
CSXCSX Corporation	Sale (full)$1,001 - $15,000	Mar 9, 2023	Feb 28, 2023	▲ 75.4%−24.1 pts vs S&P	Filing for CSX on Feb 28, 2023
CRMSalesforce	Sale (full)$1,001 - $15,000	Mar 9, 2023	Feb 28, 2023	▲ 38.4%−61.2 pts vs S&P	Filing for CRM on Feb 28, 2023
SRESempra	Purchase$1,001 - $15,000	Nov 21, 2022	Nov 14, 2022	▲ 24.1%−76.9 pts vs S&P	Filing for SRE on Nov 14, 2022
RTXRTX Corporation	Sale (full)$1,001 - $15,000	Nov 21, 2022	Nov 14, 2022	▲ 138.4%+37.4 pts vs S&P	Filing for RTX on Nov 14, 2022
ABBVAbbVie	Purchase$1,001 - $15,000	Aug 19, 2022	Aug 5, 2022	▲ 140.1%+47.2 pts vs S&P	Filing for ABBV on Aug 5, 2022
OKEOneok	Purchase$1,001 - $15,000	Aug 19, 2022	Aug 5, 2022	—	Filing for OKE on Aug 5, 2022
LUVSouthwest Airlines	Sale (full)$1,001 - $15,000	Aug 19, 2022	Aug 5, 2022	▲ 22.3%−70.6 pts vs S&P	Filing for LUV on Aug 5, 2022
CECelanese Corp	Sale (full)$1,001 - $15,000	Apr 25, 2022	Mar 30, 2022	▼ 62.7%−137.3 pts vs S&P	Filing for CE on Mar 30, 2022
GDGeneral Dynamics	Purchase$1,001 - $15,000	Apr 25, 2022	Mar 30, 2022	▲ 68.4%−6.2 pts vs S&P	Filing for GD on Mar 30, 2022
INTCIntel	Purchase$1,001 - $15,000	Apr 25, 2022	Mar 30, 2022	▲ 25.8%−48.8 pts vs S&P	Filing for INTC on Mar 30, 2022
KMIKinder Morgan	Purchase$1,001 - $15,000	Apr 25, 2022	Mar 30, 2022	—	Filing for KMI on Mar 30, 2022
NEONeogenomics Inc	Sale (full)$1,001 - $15,000	Apr 25, 2022	Mar 30, 2022	▲ 31.4%−43.2 pts vs S&P	Filing for NEO on Mar 30, 2022
TWSTTwist Bioscience Corp	Sale (full)$1,001 - $15,000	Apr 25, 2022	Mar 30, 2022	▲ 177.4%+102.8 pts vs S&P	Filing for TWST on Mar 30, 2022
AEPAmerican Electric Power	Sale (full)$1,001 - $15,000	Dec 22, 2021	Nov 2, 2021	▲ 81.7%+7.1 pts vs S&P	Filing for AEP on Nov 2, 2021
CECelanese Corp	Purchase$1,001 - $15,000	Jul 9, 2021	May 26, 2021	▼ 66.6%−160.3 pts vs S&P	Filing for CE on May 26, 2021
CSXCSX Corporation	Purchase$1,001 - $15,000	Jul 9, 2021	May 26, 2021	▲ 63.7%−29.9 pts vs S&P	Filing for CSX on May 26, 2021
LMTLockheed Martin	Purchase$1,001 - $15,000	Jul 9, 2021	May 26, 2021	▲ 93.7%+0.0 pts vs S&P	Filing for LMT on May 26, 2021
PWRQuanta Services	Purchase$1,001 - $15,000	Jul 9, 2021	May 26, 2021	▲ 600.8%+507.2 pts vs S&P	Filing for PWR on May 26, 2021
LUVSouthwest Airlines	Purchase$1,001 - $15,000	Jul 9, 2021	May 26, 2021	▼ 22.5%−116.1 pts vs S&P	Filing for LUV on May 26, 2021
CGCarlyle Group Inc.	Sale (partial)$1,001 - $15,000	Jul 9, 2021	May 26, 2021	▲ 11.4%−82.2 pts vs S&P	Filing for CG on May 26, 2021
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000	Jul 9, 2021	May 11, 2021	▲ 148.2%+52.3 pts vs S&P	Filing for GOOGL on May 11, 2021
HIIHuntington Ingalls Industries	Sale (full)$1,001 - $15,000	Feb 9, 2021	Dec 30, 2020	▲ 113.0%−5.8 pts vs S&P	Filing for HII on Dec 30, 2020
OKEOneok	Sale (full)$15,001 - $50,000	Feb 9, 2021	Dec 30, 2020	—	Filing for OKE on Dec 30, 2020
AEPAmerican Electric Power	Sale (partial)$1,001 - $15,000	Dec 3, 2020	Oct 29, 2020	▲ 77.1%−70.7 pts vs S&P	Filing for AEP on Oct 29, 2020
TAT&T	Sale (full)$1,001 - $15,000	Dec 3, 2020	Oct 29, 2020	▲ 54.1%−93.6 pts vs S&P	Filing for T on Oct 29, 2020
BIDUBaidu, Inc.	Purchase$1,001 - $15,000	Dec 3, 2020	Oct 29, 2020	—	Filing for BIDU on Oct 29, 2020
INTCIntel	Sale (full)$1,001 - $15,000	Dec 3, 2020	Oct 29, 2020	▲ 52.8%−95.0 pts vs S&P	Filing for INTC on Oct 29, 2020
IBMIBM	Purchase$1,001 - $15,000	Dec 3, 2020	Oct 29, 2020	▲ 204.3%+56.6 pts vs S&P	Filing for IBM on Oct 29, 2020
PYPLPayPal	Purchase$1,001 - $15,000	Dec 3, 2020	Oct 29, 2020	▼ 69.7%−217.5 pts vs S&P	Filing for PYPL on Oct 29, 2020
CRMSalesforce	Purchase$1,001 - $15,000	Dec 3, 2020	Oct 29, 2020	▼ 4.5%−152.3 pts vs S&P	Filing for CRM on Oct 29, 2020
TSLATesla, Inc.	Purchase$1,001 - $15,000	Dec 3, 2020	Oct 29, 2020	▲ 190.2%+42.4 pts vs S&P	Filing for TSLA on Oct 29, 2020
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000	Dec 3, 2020	Oct 21, 2020	▲ 255.3%+116.7 pts vs S&P	Filing for GOOGL on Oct 21, 2020
AMZNAmazon	Sale (partial)$1,001 - $15,000	Dec 3, 2020	Oct 21, 2020	▲ 58.2%−80.3 pts vs S&P	Filing for AMZN on Oct 21, 2020
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000	Sep 21, 2020	Sep 4, 2020	▲ 156.3%+16.7 pts vs S&P	Filing for MSFT on Sep 4, 2020
TSLATesla, Inc.	Purchase$1,001 - $15,000	Sep 21, 2020	Sep 4, 2020	▲ 185.0%+45.4 pts vs S&P	Filing for TSLA on Sep 4, 2020
CGCarlyle Group Inc.	Purchase$1,001 - $15,000	Sep 21, 2020	Sep 4, 2020	▲ 90.2%−49.5 pts vs S&P	Filing for CG on Sep 4, 2020
AMTAmerican Tower	Purchase$1,001 - $15,000	Sep 21, 2020	Jul 28, 2020	▼ 15.5%−171.1 pts vs S&P	Filing for AMT on Jul 28, 2020
TAT&T	Sale (full)$1,001 - $15,000	Sep 21, 2020	Jul 28, 2020	▲ 42.3%−113.3 pts vs S&P	Filing for T on Jul 28, 2020
WMBWilliams Companies	Purchase$1,001 - $15,000	Sep 21, 2020	Jul 28, 2020	▲ 424.7%+269.1 pts vs S&P	Filing for WMB on Jul 28, 2020
AREAlexandria Real Estate Equities	Purchase$1,001 - $15,000	Sep 21, 2020	Jul 27, 2020	▼ 67.9%−221.8 pts vs S&P	Filing for ARE on Jul 27, 2020
BRK.BBerkshire Hathaway	Sale (full)$1,001 - $15,000	Sep 21, 2020	Jul 27, 2020	▲ 190.0%+36.0 pts vs S&P	Filing for BRK.B on Jul 27, 2020
WMBWilliams Companies	Purchase$1,001 - $15,000	Sep 21, 2020	Jul 27, 2020	▲ 425.8%+271.9 pts vs S&P	Filing for WMB on Jul 27, 2020
TDGTransDigm Group	Sale (full)$50,001 - $100,000	Jul 20, 2020	Jun 8, 2020	▲ 193.4%+38.3 pts vs S&P	Filing for TDG on Jun 8, 2020
AEPAmerican Electric Power	Purchase$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 71.6%−96.8 pts vs S&P	Filing for AEP on Mar 2, 2020
AWKAmerican Water Works	Sale (partial)$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 27.3%−141.1 pts vs S&P	Filing for AWK on Mar 2, 2020
APOApollo Global Management	Purchase$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 206.5%+38.2 pts vs S&P	Filing for APO on Mar 2, 2020
TAT&T	Purchase$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 19.0%−149.3 pts vs S&P	Filing for T on Mar 2, 2020
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 156.0%−12.3 pts vs S&P	Filing for BRK.B on Mar 2, 2020
XOMExxonMobil	Purchase$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 338.1%+169.8 pts vs S&P	Filing for XOM on Mar 2, 2020
INTCIntel	Purchase$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 17.3%−151.0 pts vs S&P	Filing for INTC on Mar 2, 2020
NEONeogenomics Inc	Purchase$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▼ 42.3%−210.6 pts vs S&P	Filing for NEO on Mar 2, 2020
PFEPfizer	Sale (full)$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 25.1%−143.2 pts vs S&P	Filing for PFE on Mar 2, 2020
SUSuncor Energy Inc	Purchase$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	—	Filing for SU on Mar 2, 2020
CGCarlyle Group Inc.	Purchase$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 64.0%−104.3 pts vs S&P	Filing for CG on Mar 2, 2020
TMOThermo Fisher Scientific	Sale (partial)$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 133.0%−35.3 pts vs S&P	Filing for TMO on Mar 2, 2020
TWSTTwist Bioscience Corp	Purchase$1,001 - $15,000	Apr 23, 2020	Mar 2, 2020	▲ 333.4%+165.1 pts vs S&P	Filing for TWST on Mar 2, 2020
BABAAlibaba Group Holding Ltd	Purchase$1,001 - $15,000	Nov 15, 2019	Oct 15, 2019	—	Filing for BABA on Oct 15, 2019
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000	Nov 15, 2019	Oct 15, 2019	▲ 353.6%+174.7 pts vs S&P	Filing for GOOGL on Oct 15, 2019
AMZNAmazon	Sale (partial)$1,001 - $15,000	Nov 15, 2019	Oct 15, 2019	▲ 185.2%+6.3 pts vs S&P	Filing for AMZN on Oct 15, 2019
AEPAmerican Electric Power	Purchase$1,001 - $15,000	Nov 15, 2019	Oct 15, 2019	▲ 80.4%−98.4 pts vs S&P	Filing for AEP on Oct 15, 2019
TAT&T	Purchase$1,001 - $15,000	Nov 15, 2019	Oct 15, 2019	▲ 18.8%−160.0 pts vs S&P	Filing for T on Oct 15, 2019
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000	Nov 15, 2019	Oct 15, 2019	▲ 166.1%−12.8 pts vs S&P	Filing for BRK.B on Oct 15, 2019
INTCIntel	Sale (partial)$1,001 - $15,000	Nov 15, 2019	Oct 15, 2019	▲ 30.9%−147.9 pts vs S&P	Filing for INTC on Oct 15, 2019
TMOThermo Fisher Scientific	Sale (partial)$1,001 - $15,000	Nov 15, 2019	Oct 15, 2019	▲ 148.6%−30.3 pts vs S&P	Filing for TMO on Oct 15, 2019
KMIKinder Morgan	Sale (full)$1,001 - $15,000	May 15, 2019	May 14, 2019	—	Filing for KMI on May 14, 2019
APOApollo Global Management	Purchase$1,001 - $15,000	May 15, 2019	Apr 15, 2019	▲ 387.5%+197.3 pts vs S&P	Filing for APO on Apr 15, 2019
HIIHuntington Ingalls Industries	Sale (partial)$1,001 - $15,000	May 15, 2019	Apr 15, 2019	▲ 69.8%−120.4 pts vs S&P	Filing for HII on Apr 15, 2019
CGCarlyle Group Inc.	Purchase$1,001 - $15,000	May 15, 2019	Apr 15, 2019	▲ 177.8%−12.4 pts vs S&P	Filing for CG on Apr 15, 2019
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 20, 2018	▲ 361.1%+162.2 pts vs S&P	Filing for GOOGL on Aug 20, 2018
BABAAlibaba Group Holding Ltd	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 17, 2018	—	Filing for BABA on Aug 17, 2018
GOOGLAlphabet Inc. (Class A)	Purchase$15,001 - $50,000	Sep 26, 2018	Aug 17, 2018	▲ 363.4%+163.9 pts vs S&P	Filing for GOOGL on Aug 17, 2018
AMZNAmazon	Sale (partial)$15,001 - $50,000	Sep 26, 2018	Aug 17, 2018	▲ 167.8%−31.8 pts vs S&P	Filing for AMZN on Aug 17, 2018
AWKAmerican Water Works	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 17, 2018	▲ 91.1%−108.4 pts vs S&P	Filing for AWK on Aug 17, 2018
AAPLApple Inc.	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 17, 2018	▲ 544.0%+344.5 pts vs S&P	Filing for AAPL on Aug 17, 2018
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 17, 2018	▲ 167.7%−31.8 pts vs S&P	Filing for BRK.B on Aug 17, 2018
INTCIntel	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 17, 2018	▲ 50.1%−149.4 pts vs S&P	Filing for INTC on Aug 17, 2018
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 17, 2018	▲ 266.5%+67.0 pts vs S&P	Filing for JPM on Aug 17, 2018
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 17, 2018	▲ 424.3%+224.8 pts vs S&P	Filing for MSFT on Aug 17, 2018
NEENextEra Energy	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 17, 2018	▲ 136.0%−63.5 pts vs S&P	Filing for NEE on Aug 17, 2018
PFEPfizer	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 17, 2018	▲ 9.5%−190.0 pts vs S&P	Filing for PFE on Aug 17, 2018
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000	Sep 26, 2018	Aug 17, 2018	▲ 210.2%+10.7 pts vs S&P	Filing for TMO on Aug 17, 2018
HIIHuntington Ingalls Industries	Purchase$15,001 - $50,000	Nov 2, 2017	Oct 20, 2017	▲ 61.2%−175.4 pts vs S&P	Filing for HII on Oct 20, 2017
KMIKinder Morgan	Purchase$1,001 - $15,000	Nov 2, 2017	Oct 20, 2017	—	Filing for KMI on Oct 20, 2017
OKEOneok	Purchase$15,001 - $50,000	Nov 2, 2017	Oct 20, 2017	—	Filing for OKE on Oct 20, 2017
TDGTransDigm Group	Purchase$1,001 - $15,000	Nov 2, 2017	Oct 20, 2017	▲ 505.4%+268.8 pts vs S&P	Filing for TDG on Oct 20, 2017
DXCDXC Technology Co	Sale (full)$1,001 - $15,000	Oct 12, 2017	Sep 26, 2017	▼ 79.9%−327.4 pts vs S&P	Filing for DXC on Sep 26, 2017
HPEHewlett Packard Enterprise	Sale (full)$1,001 - $15,000	Oct 12, 2017	Sep 26, 2017	▲ 364.7%+117.3 pts vs S&P	Filing for HPE on Sep 26, 2017
INTCIntel	Sale (full)$1,001 - $15,000	Oct 12, 2017	Sep 26, 2017	▲ 93.4%−154.1 pts vs S&P	Filing for INTC on Sep 26, 2017
TMOThermo Fisher Scientific	Sale (full)$15,001 - $50,000	Oct 12, 2017	Sep 26, 2017	▲ 281.0%+33.6 pts vs S&P	Filing for TMO on Sep 26, 2017
GOOGLAlphabet Inc. (Class A)	Purchase$15,001 - $50,000	May 24, 2017	Dec 30, 2016	▲ 611.0%+318.3 pts vs S&P	Filing for GOOGL on Dec 30, 2016
AMZNAmazon	Purchase$15,001 - $50,000	May 24, 2017	Dec 30, 2016	▲ 572.1%+279.4 pts vs S&P	Filing for AMZN on Dec 30, 2016
AZNAstrazeneca PLC	Purchase$1,001 - $15,000	May 24, 2017	Dec 30, 2016	—	Filing for AZN on Dec 30, 2016
DXCDXC Technology Co	Purchase$1,001 - $15,000	May 24, 2017	Dec 30, 2016	▼ 71.4%−364.1 pts vs S&P	Filing for DXC on Dec 30, 2016
HPEHewlett Packard Enterprise	Purchase$1,001 - $15,000	May 24, 2017	Dec 30, 2016	▲ 420.5%+127.8 pts vs S&P	Filing for HPE on Dec 30, 2016
INTCIntel	Purchase$1,001 - $15,000	May 24, 2017	Dec 30, 2016	▲ 104.3%−188.4 pts vs S&P	Filing for INTC on Dec 30, 2016
TMOThermo Fisher Scientific	Purchase$15,001 - $50,000	May 24, 2017	Dec 30, 2016	▲ 408.1%+115.4 pts vs S&P	Filing for TMO on Dec 30, 2016

What happened to the stocks afterwards

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

After	Window	Average excess	Typical (median)	Beat the S&P 500	Trades	From the filing date
Purchases	30 days	−0.2%	−0.4%	50%	60	+0.9% (60)
Purchases	90 days	+2.7%	+0.8%	57%	60	+4.7% (60)
Sales	30 days	+0.8%	−0.2%	49%	57	+0.9% (57)
Sales	90 days	+3.8%	−1.5%	46%	57	+0.9% (57)

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 Jun 24, 2026 2 stock or option trades · GD, INTC
Report filed May 15, 2026 5 stock or option trades · AMT, CVS, INTC, PWR, TMO
Report filed Apr 20, 2026 1 stock or option trade · MU
Report filed Dec 19, 2025 6 stock or option trades · AWK, APO, CVS, MSFT, NVDA
Report filed Oct 30, 2025 2 stock or option trades · GOOGL, KD
Report filed Apr 17, 2025 13 stock or option trades · ABBV, GOOGL, AMZN, AMT, INTC, IBM, KMI, NEE, NVDA, OKE, PWR, NOW
Report filed Apr 2, 2025 2 stock or option trades · AMZN, TSLA
Report filed Jan 17, 2024 3 stock or option trades · MU, NOW
Report filed Jul 5, 2023 4 stock or option trades · BIDU, CVS, KD
Report filed Mar 9, 2023 2 stock or option trades · CSX, CRM
Report filed Nov 21, 2022 6 stock or option trades · SRE, RTX
Report filed Aug 19, 2022 4 stock or option trades · ABBV, OKE, LUV
Report filed Apr 25, 2022 9 stock or option trades · CE, GD, INTC, KMI, NEO, TWST
Report filed Dec 22, 2021 4 stock or option trades · AEP
Report filed Jul 9, 2021 7 stock or option trades · GOOGL, CE, CSX, LMT, PWR, LUV, CG
Report filed Feb 9, 2021 3 stock or option trades · HII, OKE
Report filed Dec 3, 2020 15 stock or option trades · GOOGL, AMZN, AEP, T, BIDU, INTC, IBM, PYPL, CRM, TSLA
Report filed Sep 21, 2020 10 stock or option trades · ARE, AMT, T, BRK.B, MSFT, TSLA, CG, WMB
Report filed Jul 20, 2020 1 stock or option trade · TDG
Report filed Apr 23, 2020 17 stock or option trades · AEP, AWK, APO, T, BRK.B, XOM, INTC, NEO, PFE, SU, CG, TMO
Report filed Nov 15, 2019 10 stock or option trades · BABA, GOOGL, AMZN, AEP, T, BRK.B, INTC, TMO
Report filed May 15, 2019 4 stock or option trades · APO, HII, KMI, CG
Report filed Sep 26, 2018 22 stock or option trades · BABA, GOOGL, AMZN, AWK, AAPL, BRK.B, INTC, JPM, MSFT, NEE, PFE, TMO
Report filed May 23, 2018 0 stock or option trades
Report filed Nov 2, 2017 6 stock or option trades · HII, KMI, OKE, TDG
Report filed Oct 12, 2017 7 stock or option trades · DXC, HPE, INTC, TMO
Report filed Jul 7, 2017 1 stock or option trade
Report filed May 24, 2017 11 stock or option trades · GOOGL, AMZN, AZN, DXC, HPE, INTC, TMO

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