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Earl Blumenauer: stock trades

Democrat, Representative for OR's 3rd 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.

  • Utilities19% of trades 62
  • Technology17% of trades 53
  • Financials15% of trades 49
  • Health Care14% of trades 44
  • Consumer Discretionary9% of trades 29
  • Communication Services8% of trades 25

Would copying Earl Blumenauer’s trades have beaten the S&P 500?

Copying Earl Blumenauer’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 February 18, 2015 into $27,819 by November 2, 2026, against $43,692 in the S&P 500: +9.2% a year against +13.4%, with a beta of 0.79. Selling each purchase after 6 months instead would have made +7.1% a year. Six months after each report, the average share purchase was −2.2% against the S&P 500 (median −3.4%), and 40% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −2.0%. Reports arrived a median of 23 days after the trade. 32 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

$0$20.0k$40.0k 201520172019202120232025 $43.7k$27.8k
Copying Earl BlumenauerS&P 500, buy and hold $10,000 copying Earl Blumenauer’s disclosed holdings from February 18, 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.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 213 −1.5% −2.5% 44% -1.91 Some evidence: behind
Purchases, 6 months after the report 213 −2.2% −3.4% 40% -2.06 No reliable evidence
Purchases, 3 months after the trade 213 −0.9% −0.9% 46% -1.05 No reliable evidence
Purchases, 6 months after the trade 213 −2.0% −3.2% 40% -1.78 No reliable evidence
Sales, 6 months after the report 100 +0.6% −2.9% 54% 0.30 No reliable evidence
Return a year, copying
+9.2%
S&P 500, same dates
+13.4%
Yearly swing (S&P 500)
18% (18%)
Sharpe ratio (S&P 500)
0.46 (0.68)
Biggest drop (S&P 500)
−35% (−34%)
Market sensitivity (beta)
0.79

“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 Earl Blumenauer 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.
NWNNorthwest Natural Holding Co 48$76,048–$790,000 8$260,008–$600,000 Feb 13, 2015 Nov 15, 2024 —
BROSDutch Bros Inc. 6$6,006–$90,000 2$2,002–$30,000 Sep 15, 2021 Jun 30, 2023 ▲ 18.5%−62.1 pts vs S&P
KRKroger 4$4,004–$60,000 4$4,004–$60,000 Feb 28, 2018 Apr 4, 2024 ▲ 197.3%−19.7 pts vs S&P
PFEPfizer 5$5,005–$75,000 2$2,002–$30,000 Feb 28, 2018 Feb 12, 2024 ▲ 29.2%−187.8 pts vs S&P
VODVodafone Group Public LTD Co 4$4,004–$60,000 3$3,003–$45,000 Feb 28, 2018 May 3, 2022 —
FLEXFlex Ltd. 2$2,002–$30,000 4$4,004–$60,000 Oct 26, 2018 Mar 14, 2022 ▲ 1543.3%+1323.0 pts vs S&P
INTCIntel 4$4,004–$60,000 2$2,002–$30,000 Mar 5, 2020 Aug 3, 2022 ▲ 19.8%−154.4 pts vs S&P
AAPLApple Inc. 3$17,003–$80,000 2$2,002–$30,000 Nov 2, 2018 Oct 28, 2022 ▲ 575.3%+362.7 pts vs S&P
AMGNAmgen 4$4,004–$60,000 1$1,001–$15,000 May 1, 2020 Sep 26, 2022 ▲ 143.5%−48.1 pts vs S&P
CCitigroup 3$3,003–$45,000 2$2,002–$30,000 Feb 28, 2018 May 25, 2022 —
GOOGLAlphabet Inc. (Class A) 3$17,003–$80,000 2$2,002–$30,000 Jan 27, 2021 Feb 1, 2024 ▲ 209.8%+92.3 pts vs S&P
ICEIntercontinental Exchange 3$3,003–$45,000 2$2,002–$30,000 Aug 4, 2020 Jul 27, 2023 ▲ 93.0%−55.7 pts vs S&P
MCKMcKesson 3$3,003–$45,000 2$16,002–$65,000 Jun 14, 2018 Apr 4, 2024 ▲ 611.6%+403.9 pts vs S&P
MDTMedtronic 3$3,003–$45,000 2$2,002–$30,000 Apr 3, 2020 Jul 9, 2024 ▲ 38.9%−193.3 pts vs S&P
QCOMQualcomm 3$3,003–$45,000 2$2,002–$30,000 Feb 28, 2018 Feb 12, 2024 ▲ 213.7%−3.3 pts vs S&P
USBU.S. Bancorp 3$3,003–$45,000 2$2,002–$30,000 Jan 17, 2018 Mar 14, 2022 ▲ 49.8%−158.1 pts vs S&P
ALKAlaska AIR Group, Inc. 2$2,002–$30,000 2$2,002–$30,000 Feb 24, 2022 Dec 13, 2023 ▼ 34.0%−121.5 pts vs S&P
BACBank of America 2$2,002–$30,000 2$2,002–$30,000 Apr 29, 2020 Mar 9, 2023 ▲ 133.6%−47.6 pts vs S&P
CNCCentene Corporation 2$2,002–$30,000 2$2,002–$30,000 Feb 24, 2022 Jun 15, 2023 ▼ 16.8%−104.4 pts vs S&P
DGXQuest Diagnostics 2$2,002–$30,000 2$2,002–$30,000 Mar 2, 2020 Apr 4, 2024 ▲ 149.7%−18.6 pts vs S&P
DISThe Walt Disney Company 3$3,003–$45,000 1$1,001–$15,000 Apr 5, 2019 Mar 14, 2022 ▲ 3.6%−187.9 pts vs S&P
GSGoldman Sachs 3$3,003–$45,000 1$1,001–$15,000 Jan 17, 2018 Mar 14, 2022 ▲ 327.2%+119.2 pts vs S&P
HPQHP Inc. 2$2,002–$30,000 2$16,002–$65,000 Mar 13, 2019 Feb 9, 2022 ▲ 86.0%−114.3 pts vs S&P
IMAXImax Corp 2$2,002–$30,000 2$2,002–$30,000 Feb 28, 2018 Jun 17, 2022 ▲ 139.1%−77.9 pts vs S&P
IPInternational Paper 2$2,002–$30,000 2$2,002–$30,000 Oct 5, 2018 Nov 8, 2023 ▲ 9.6%−185.7 pts vs S&P
TAT&T 3$17,003–$80,000 1$1,001–$15,000 Feb 28, 2018 Oct 5, 2022 ▲ 42.7%−174.3 pts vs S&P
ULUnilever PLC 2$2,002–$30,000 2$2,002–$30,000 Mar 3, 2020 Feb 12, 2024 —
VTRVentas 2$16,002–$65,000 2$16,002–$65,000 Feb 18, 2022 Sep 19, 2024 ▲ 91.9%+6.8 pts vs S&P
AIGAmerican International Group 2$2,002–$30,000 1$1,001–$15,000 Feb 27, 2018 Sep 17, 2020 ▲ 74.3%−139.5 pts vs S&P
APDAir Products 2$16,002–$65,000 1$1,001–$15,000 Mar 10, 2022 Mar 14, 2022 ▲ 55.6%−33.3 pts vs S&P
BLKBlackRock 2$2,002–$30,000 1$1,001–$15,000 May 12, 2020 Mar 14, 2022 ▲ 197.9%+10.3 pts vs S&P
COHRCoherent Corp. 2$2,002–$30,000 1$1,001–$15,000 Jul 19, 2018 Jan 19, 2021 ▲ 360.2%+155.3 pts vs S&P
CRMSalesforce 2$2,002–$30,000 1$1,001–$15,000 Apr 9, 2020 Mar 14, 2022 ▲ 46.5%−149.9 pts vs S&P
CSCOCisco 2$2,002–$30,000 1$1,001–$15,000 May 17, 2018 Mar 14, 2022 ▲ 201.7%−13.6 pts vs S&P
FFord Motor Company 2$2,002–$30,000 1$15,001–$50,000 Sep 13, 2019 Aug 16, 2023 ▲ 82.0%−96.0 pts vs S&P
FDXFedEx 2$2,002–$30,000 1$1,001–$15,000 Jan 22, 2019 Mar 9, 2023 ▲ 159.1%−62.4 pts vs S&P
GILDGilead Sciences 3$3,003–$45,000 0 Feb 28, 2018 Oct 25, 2019 ▲ 194.2%−22.8 pts vs S&P
HDThe Home Depot 2$2,002–$30,000 1$1,001–$15,000 Mar 20, 2020 Mar 14, 2022 ▲ 155.9%−104.4 pts vs S&P
LWLamb Weston Holdings, Inc. 3$3,003–$45,000 0 Sep 24, 2021 Sep 24, 2021 ▼ 0.1%−81.7 pts vs S&P
MGAMagna International Inc 1$1,001–$15,000 2$2,002–$30,000 Feb 24, 2022 Apr 4, 2024 ▲ 0.2%−87.4 pts vs S&P
NEMNewmont 2$2,002–$30,000 1$1,001–$15,000 Nov 2, 2018 Sep 28, 2022 ▲ 314.1%+101.5 pts vs S&P
PORPortland General Electric Co 2$2,002–$30,000 1$1,001–$15,000 Jun 1, 2020 Aug 11, 2020 ▲ 26.6%−143.2 pts vs S&P
RTXRTX Corporation 2$2,002–$30,000 1$1,001–$15,000 Feb 24, 2022 Apr 4, 2024 ▲ 137.9%+50.3 pts vs S&P
SAPSAP SE 2$2,002–$30,000 1$1,001–$15,000 Nov 12, 2020 Mar 14, 2022 —
SBUXStarbucks 2$2,002–$30,000 1$1,001–$15,000 Mar 26, 2020 Mar 14, 2022 ▲ 72.8%−142.9 pts vs S&P
TAPMolson Coors Beverage Co 2$2,002–$30,000 1$1,001–$15,000 Jul 9, 2018 Mar 24, 2020 ▼ 23.9%−231.1 pts vs S&P
TELTE Connectivity 2$2,002–$30,000 1$15,001–$50,000 Jul 17, 2018 Apr 4, 2024 ▲ 172.7%−31.7 pts vs S&P
ALLAllstate 2$2,002–$30,000 0 Oct 11, 2019 Feb 11, 2022 ▲ 185.5%+4.2 pts vs S&P
AVTAvnet Inc 1$1,001–$15,000 1$1,001–$15,000 Mar 7, 2018 Mar 20, 2020 ▲ 149.7%−65.9 pts vs S&P
BLKBBlackbaud Inc 1$1,001–$15,000 1$1,001–$15,000 Feb 24, 2022 Mar 14, 2022 ▼ 12.8%−100.4 pts vs S&P
BWABorgwarner Inc 1$1,001–$15,000 1$1,001–$15,000 Jul 17, 2018 Apr 9, 2020 ▲ 46.3%−158.1 pts vs S&P
BXBlackstone Inc. 1$1,001–$15,000 1$1,001–$15,000 Oct 28, 2020 Apr 4, 2024 —
CATCaterpillar Inc. 1$1,001–$15,000 1$1,001–$15,000 Sep 13, 2019 Apr 4, 2024 ▲ 436.0%+258.0 pts vs S&P
CIENCiena 1$1,001–$15,000 1$1,001–$15,000 Feb 28, 2018 Mar 13, 2019 ▲ 1186.9%+969.9 pts vs S&P
CVSCVS Health 1$1,001–$15,000 1$1,001–$15,000 May 8, 2020 Jun 27, 2024 ▲ 78.6%−103.3 pts vs S&P
DOXAmdocs LTD 1$1,001–$15,000 1$1,001–$15,000 Jul 17, 2018 Mar 20, 2019 —
FEFirstEnergy 2$2,002–$30,000 0 Jul 22, 2020 Feb 11, 2022 ▲ 126.4%−24.8 pts vs S&P
GDGeneral Dynamics 2$2,002–$30,000 0 Mar 3, 2020 Mar 10, 2020 ▲ 169.9%−6.3 pts vs S&P
GEGE Aerospace 1$1,001–$15,000 1$1,001–$15,000 Dec 26, 2017 Jul 5, 2018 ▲ 308.6%+86.3 pts vs S&P
JNJJohnson & Johnson 2$2,002–$30,000 0 Feb 28, 2018 May 25, 2018 ▲ 158.5%−58.5 pts vs S&P

The 60 most traded of 93 companies.

Trades in companies we cover

“Stock since trade” is the share price move from the close on the trade date to the latest close, with the gap to the S&P 500 beneath. It describes the stock, not what the member made. Showing the latest 300 of 323 trades; every trade is in the reports below. Click a column heading to sort.

Report
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Dec 7, 2024 Nov 15, 2024 ▲ 34.1%+2.4 pts vs S&P Filing
VTRVentas Sale (full)$15,001 - $50,000 · Spouse Oct 8, 2024 Sep 19, 2024 ▲ 48.4%+12.9 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Sep 6, 2024 Aug 15, 2024 ▲ 44.6%+4.7 pts vs S&P Filing
BAXBaxter International Purchase$15,001 - $50,000 · Spouse Aug 6, 2024 Jul 9, 2024 ▼ 23.6%−62.8 pts vs S&P Filing
MDTMedtronic Sale (full)$1,001 - $15,000 · Spouse Aug 6, 2024 Jul 9, 2024 ▲ 38.3%−0.9 pts vs S&P Filing
CVSCVS Health Sale (full)$1,001 - $15,000 · Spouse Jul 6, 2024 Jun 27, 2024 ▲ 72.4%+30.8 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Jun 6, 2024 May 15, 2024 ▲ 48.3%+1.7 pts vs S&P Filing
BXBlackstone Inc. Sale (partial)$1,001 - $15,000 · Spouse May 4, 2024 Apr 4, 2024 — Filing
CATCaterpillar Inc. Sale (partial)$1,001 - $15,000 · Spouse May 4, 2024 Apr 4, 2024 ▲ 74.4%+23.0 pts vs S&P Filing
KRKroger Sale (full)$1,001 - $15,000 · Spouse May 4, 2024 Apr 4, 2024 ▲ 23.4%−27.9 pts vs S&P Filing
MGAMagna International Inc Sale (full)$1,001 - $15,000 · Spouse May 4, 2024 Apr 4, 2024 ▲ 31.9%−19.4 pts vs S&P Filing
MCKMcKesson Sale (partial)$15,001 - $50,000 · Spouse May 4, 2024 Apr 4, 2024 ▲ 89.8%+38.4 pts vs S&P Filing
NKENike, Inc. Purchase$15,001 - $50,000 · Spouse May 4, 2024 Apr 4, 2024 ▼ 54.3%−105.6 pts vs S&P Filing
DGXQuest Diagnostics Sale (full)$1,001 - $15,000 · Spouse May 4, 2024 Apr 4, 2024 ▲ 96.3%+45.0 pts vs S&P Filing
RTXRTX Corporation Purchase$1,001 - $15,000 · Spouse May 4, 2024 Apr 4, 2024 ▲ 114.7%+63.4 pts vs S&P Filing
SOSouthern Company Purchase$15,001 - $50,000 · Spouse May 4, 2024 Apr 4, 2024 ▲ 45.3%−6.0 pts vs S&P Filing
TELTE Connectivity Sale (full)$15,001 - $50,000 · Spouse May 4, 2024 Apr 4, 2024 ▲ 57.0%+5.7 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 · Spouse May 4, 2024 Apr 4, 2024 ▲ 56.5%+5.2 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Mar 12, 2024 Feb 15, 2024 ▲ 58.9%+3.8 pts vs S&P Filing
AMZNAmazon Purchase$15,001 - $50,000 · Spouse Mar 2, 2024 Feb 12, 2024 ▲ 46.2%−9.2 pts vs S&P Filing
PHGKoninklijke Philips NV Purchase$1,001 - $15,000 · Spouse Mar 2, 2024 Feb 12, 2024 — Filing
PFEPfizer Purchase$1,001 - $15,000 · Spouse Mar 2, 2024 Feb 12, 2024 ▲ 27.6%−27.8 pts vs S&P Filing
QCOMQualcomm Purchase$1,001 - $15,000 · Spouse Mar 2, 2024 Feb 12, 2024 ▲ 13.7%−41.7 pts vs S&P Filing
ULUnilever PLC Sale (full)$1,001 - $15,000 · Spouse Mar 2, 2024 Feb 12, 2024 — Filing
GOOGLAlphabet Inc. (Class A) Sale (partial)$1,001 - $15,000 · Spouse Mar 2, 2024 Feb 1, 2024 ▲ 99.6%+40.4 pts vs S&P Filing
ALKAlaska AIR Group, Inc. Sale (full)$1,001 - $15,000 · Spouse Jan 4, 2024 Dec 13, 2023 ▼ 3.9%−70.1 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Dec 4, 2023 Nov 15, 2023 ▲ 55.3%−18.6 pts vs S&P Filing
PYPLPayPal Sale (full)$1,001 - $15,000 · Spouse Dec 4, 2023 Nov 9, 2023 ▲ 8.9%−71.4 pts vs S&P Filing
IPInternational Paper Sale (full)$1,001 - $15,000 · Spouse Dec 4, 2023 Nov 8, 2023 ▲ 19.9%−58.9 pts vs S&P Filing
SYYSysco Purchase$1,001 - $15,000 · Spouse Sep 6, 2023 Aug 24, 2023 ▲ 16.1%−63.5 pts vs S&P Filing
SYYSysco Purchase$1,001 - $15,000 · Spouse Sep 6, 2023 Aug 23, 2023 ▲ 15.4%−61.7 pts vs S&P Filing
FFord Motor Company Sale (full)$15,001 - $50,000 · Spouse Sep 6, 2023 Aug 16, 2023 ▲ 24.8%−53.7 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Sep 6, 2023 Aug 15, 2023 ▲ 46.6%−30.5 pts vs S&P Filing
ICEIntercontinental Exchange Sale (full)$1,001 - $15,000 · Spouse Aug 4, 2023 Jul 27, 2023 ▲ 54.7%−18.7 pts vs S&P Filing
BROSDutch Bros Inc. Sale (full)$1,001 - $15,000 · Spouse Jul 12, 2023 Jun 30, 2023 ▲ 52.8%−24.3 pts vs S&P Filing
CNCCentene Corporation Sale (full)$1,001 - $15,000 · Spouse Jul 12, 2023 Jun 15, 2023 ▲ 1.7%−76.2 pts vs S&P Filing
MOHMolina Healthcare, Inc. Purchase$15,001 - $50,000 · Spouse Jul 12, 2023 Jun 15, 2023 ▼ 26.4%−104.3 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Jun 8, 2023 May 15, 2023 ▲ 32.1%−58.6 pts vs S&P Filing
PYPLPayPal Purchase$1,001 - $15,000 · Spouse Jun 8, 2023 May 10, 2023 ▼ 6.8%−97.5 pts vs S&P Filing
BACBank of America Sale (full)$1,001 - $15,000 · Spouse Apr 5, 2023 Mar 9, 2023 ▲ 76.9%−25.0 pts vs S&P Filing
FDXFedEx Sale (full)$1,001 - $15,000 · Spouse Apr 5, 2023 Mar 9, 2023 ▲ 106.0%+4.1 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Mar 9, 2023 Feb 15, 2023 ▲ 23.6%−67.3 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Dec 4, 2022 Nov 15, 2022 ▲ 26.6%−72.7 pts vs S&P Filing
AAPLApple Inc. Purchase$15,001 - $50,000 · Spouse Nov 10, 2022 Oct 28, 2022 ▲ 116.7%+12.5 pts vs S&P Filing
VZVerizon Purchase$15,001 - $50,000 · Spouse Nov 10, 2022 Oct 10, 2022 ▲ 60.5%−60.1 pts vs S&P Filing
TAT&T Sale (full)$1,001 - $15,000 · Spouse Nov 10, 2022 Oct 5, 2022 ▲ 68.4%−42.2 pts vs S&P Filing
ALKAlaska AIR Group, Inc. Purchase$1,001 - $15,000 · Spouse Oct 5, 2022 Sep 30, 2022 ▼ 5.2%−127.6 pts vs S&P Filing
NEMNewmont Purchase$1,001 - $15,000 · Spouse Oct 5, 2022 Sep 28, 2022 ▲ 180.3%+66.0 pts vs S&P Filing
AMGNAmgen Purchase$1,001 - $15,000 · Spouse Oct 5, 2022 Sep 26, 2022 ▲ 130.0%+12.0 pts vs S&P Filing
CNCCentene Corporation Purchase$1,001 - $15,000 · Spouse Oct 5, 2022 Sep 26, 2022 ▼ 13.4%−131.4 pts vs S&P Filing
EMREmerson Electric Purchase$1,001 - $15,000 · Spouse Oct 5, 2022 Sep 26, 2022 ▲ 145.7%+27.7 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Sep 5, 2022 Aug 15, 2022 ▲ 15.4%−70.5 pts vs S&P Filing
CARRCarrier Global Purchase$1,001 - $15,000 · Spouse Sep 5, 2022 Aug 3, 2022 ▲ 44.3%−48.2 pts vs S&P Filing
INTCIntel Sale (full)$1,001 - $15,000 · Spouse Sep 5, 2022 Aug 3, 2022 ▲ 75.8%−16.6 pts vs S&P Filing
PHGKoninklijke Philips NV Purchase$1,001 - $15,000 · Spouse Aug 8, 2022 Jul 27, 2022 — Filing
IMAXImax Corp Sale (full)$1,001 - $15,000 · Spouse Jul 6, 2022 Jun 17, 2022 ▲ 236.9%+119.0 pts vs S&P Filing
IMAXImax Corp Sale (partial)$1,001 - $15,000 · Spouse Jul 6, 2022 Jun 16, 2022 ▲ 234.5%+116.0 pts vs S&P Filing
CCitigroup Sale (full)$1,001 - $15,000 · Spouse Jun 5, 2022 May 25, 2022 — Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Jun 7, 2022 May 13, 2022 ▲ 22.2%−77.2 pts vs S&P Filing
VODVodafone Group Public LTD Co Sale (full)$1,001 - $15,000 · Spouse Jun 5, 2022 May 3, 2022 — Filing
VODVodafone Group Public LTD Co Sale (partial)$1,001 - $15,000 · Spouse May 5, 2022 Apr 27, 2022 — Filing
APDAir Products Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 62.2%−30.4 pts vs S&P Filing
ALKAlaska AIR Group, Inc. Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▼ 25.2%−117.8 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 123.7%+31.0 pts vs S&P Filing
AMGNAmgen Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 131.3%+38.6 pts vs S&P Filing
BACBank of America Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 34.4%−58.2 pts vs S&P Filing
BLKBBlackbaud Inc Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▼ 11.0%−103.6 pts vs S&P Filing
BLKBlackRock Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 85.8%−6.9 pts vs S&P Filing
CNCCentene Corporation Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▼ 20.2%−112.9 pts vs S&P Filing
CSCOCisco Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 116.1%+23.5 pts vs S&P Filing
CCitigroup Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 — Filing
FLEXFlex Ltd. Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 640.2%+547.6 pts vs S&P Filing
GSGoldman Sachs Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 207.4%+114.8 pts vs S&P Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 17.1%−75.5 pts vs S&P Filing
INTCIntel Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 45.8%−46.9 pts vs S&P Filing
ICEIntercontinental Exchange Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 44.0%−48.6 pts vs S&P Filing
IPInternational Paper Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 1.8%−90.9 pts vs S&P Filing
KRKroger Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 33.8%−58.8 pts vs S&P Filing
MGAMagna International Inc Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 29.0%−63.7 pts vs S&P Filing
MCKMcKesson Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 260.3%+167.6 pts vs S&P Filing
MDTMedtronic Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 11.7%−81.0 pts vs S&P Filing
PFEPfizer Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▼ 26.6%−119.2 pts vs S&P Filing
QCOMQualcomm Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 28.7%−63.9 pts vs S&P Filing
DGXQuest Diagnostics Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 94.7%+2.1 pts vs S&P Filing
RTXRTX Corporation Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 131.0%+38.4 pts vs S&P Filing
CRMSalesforce Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 17.2%−75.4 pts vs S&P Filing
SAPSAP SE Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 — Filing
SBUXStarbucks Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 46.7%−45.9 pts vs S&P Filing
USBU.S. Bancorp Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 37.1%−55.5 pts vs S&P Filing
ULUnilever PLC Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 — Filing
VTRVentas Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 75.7%−17.0 pts vs S&P Filing
VTRSViatris Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▲ 132.1%+39.5 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$1,001 - $15,000 Apr 1, 2022 Mar 14, 2022 ▼ 8.7%−101.4 pts vs S&P Filing
APDAir Products Purchase$15,001 - $50,000 · Spouse Apr 13, 2022 Mar 10, 2022 ▲ 55.6%−33.3 pts vs S&P Filing
APDAir Products Purchase$1,001 - $15,000 Apr 1, 2022 Mar 10, 2022 ▲ 55.6%−33.3 pts vs S&P Filing
ALKAlaska AIR Group, Inc. Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▼ 34.0%−121.5 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 112.3%+24.7 pts vs S&P Filing
AMGNAmgen Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 141.7%+54.1 pts vs S&P Filing
BACBank of America Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 27.6%−59.9 pts vs S&P Filing
BLKBBlackbaud Inc Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▼ 12.8%−100.4 pts vs S&P Filing
BLKBlackRock Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 78.3%−9.3 pts vs S&P Filing
CNCCentene Corporation Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▼ 16.8%−104.4 pts vs S&P Filing
CSCOCisco Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 114.4%+26.9 pts vs S&P Filing
CCitigroup Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 — Filing
FLEXFlex Ltd. Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 601.9%+514.3 pts vs S&P Filing
GSGoldman Sachs Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 195.4%+107.8 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 19.8%−67.8 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 38.5%−49.1 pts vs S&P Filing
ICEIntercontinental Exchange Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 42.1%−45.5 pts vs S&P Filing
IPInternational Paper Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▼ 2.0%−89.6 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 66.9%−20.7 pts vs S&P Filing
MGAMagna International Inc Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 0.2%−87.4 pts vs S&P Filing
MCKMcKesson Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 285.6%+198.0 pts vs S&P Filing
PFEPfizer Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▼ 16.5%−104.1 pts vs S&P Filing
QCOMQualcomm Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 8.7%−78.8 pts vs S&P Filing
DGXQuest Diagnostics Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 107.7%+20.1 pts vs S&P Filing
RTXRTX Corporation Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 137.9%+50.3 pts vs S&P Filing
CRMSalesforce Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 10.8%−76.8 pts vs S&P Filing
SAPSAP SE Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 — Filing
SBUXStarbucks Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 27.8%−59.8 pts vs S&P Filing
USBU.S. Bancorp Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 33.7%−53.9 pts vs S&P Filing
ULUnilever PLC Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 — Filing
VTRSViatris Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▲ 63.5%−24.1 pts vs S&P Filing
DISThe Walt Disney Company Purchase$1,001 - $15,000 Apr 1, 2022 Feb 24, 2022 ▼ 21.2%−108.8 pts vs S&P Filing
VTRVentas Purchase$15,001 - $50,000 · Spouse Mar 7, 2022 Feb 23, 2022 ▲ 98.0%+7.6 pts vs S&P Filing
MDTMedtronic Purchase$1,001 - $15,000 Apr 1, 2022 Feb 18, 2022 ▲ 14.6%−70.4 pts vs S&P Filing
VTRVentas Purchase$1,001 - $15,000 Apr 1, 2022 Feb 18, 2022 ▲ 91.9%+6.8 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Mar 22, 2022 Feb 15, 2022 ▲ 34.5%−45.6 pts vs S&P Filing
ALLAllstate Purchase$1,001 - $15,000 · Spouse Mar 7, 2022 Feb 11, 2022 ▲ 137.0%+54.6 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$15,001 - $50,000 · Spouse Mar 7, 2022 Feb 11, 2022 ▲ 109.8%+27.4 pts vs S&P Filing
AMGNAmgen Purchase$1,001 - $15,000 · Spouse Mar 7, 2022 Feb 11, 2022 ▲ 134.3%+51.9 pts vs S&P Filing
FEFirstEnergy Purchase$1,001 - $15,000 · Spouse Mar 7, 2022 Feb 11, 2022 ▲ 36.4%−46.1 pts vs S&P Filing
IMAXImax Corp Purchase$1,001 - $15,000 · Spouse Mar 7, 2022 Feb 11, 2022 ▲ 157.6%+75.2 pts vs S&P Filing
MDTMedtronic Purchase$1,001 - $15,000 · Spouse Mar 7, 2022 Feb 11, 2022 ▲ 11.9%−70.5 pts vs S&P Filing
HPQHP Inc. Sale (full)$15,001 - $50,000 · Spouse Mar 7, 2022 Feb 9, 2022 ▼ 13.0%−88.6 pts vs S&P Filing
NWNNorthwest Natural Holding Co Sale (partial)$15,001 - $50,000 · Spouse Feb 7, 2022 Jan 28, 2022 ▲ 31.5%−50.3 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Nov 22, 2021 Nov 15, 2021 ▲ 34.6%−37.8 pts vs S&P Filing
BROSDutch Bros Inc. Sale (partial)$1,001 - $15,000 · Spouse Nov 7, 2021 Oct 15, 2021 ▼ 18.1%−98.9 pts vs S&P Filing
LWLamb Weston Holdings, Inc. Purchase$1,001 - $15,000 · Spouse Oct 12, 2021 Sep 24, 2021 ▼ 0.1%−81.7 pts vs S&P Filing
LWLamb Weston Holdings, Inc. Purchase$1,001 - $15,000 · Spouse Oct 12, 2021 Sep 24, 2021 ▼ 0.1%−81.7 pts vs S&P Filing
LWLamb Weston Holdings, Inc. Purchase$1,001 - $15,000 · Spouse Oct 5, 2021 Sep 24, 2021 ▼ 0.1%−81.7 pts vs S&P Filing
BROSDutch Bros Inc. Purchase$1,001 - $15,000 · Spouse Oct 12, 2021 Sep 15, 2021 ▲ 18.5%−62.1 pts vs S&P Filing
BROSDutch Bros Inc. Purchase$1,001 - $15,000 · Spouse Oct 12, 2021 Sep 15, 2021 ▲ 18.5%−62.1 pts vs S&P Filing
BROSDutch Bros Inc. Purchase$1,001 - $15,000 · Spouse Oct 12, 2021 Sep 15, 2021 ▲ 18.5%−62.1 pts vs S&P Filing
BROSDutch Bros Inc. Purchase$1,001 - $15,000 · Spouse Oct 12, 2021 Sep 15, 2021 ▲ 18.5%−62.1 pts vs S&P Filing
BROSDutch Bros Inc. Purchase$1,001 - $15,000 · Spouse Oct 5, 2021 Sep 15, 2021 ▲ 18.5%−62.1 pts vs S&P Filing
BROSDutch Bros Inc. Purchase$1,001 - $15,000 · Spouse Oct 5, 2021 Sep 15, 2021 ▲ 18.5%−62.1 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Aug 20, 2021 Aug 13, 2021 ▲ 19.1%−62.2 pts vs S&P Filing
AZOAutoZone Purchase$1,001 - $15,000 · Spouse Jun 9, 2021 May 28, 2021 ▲ 127.3%+34.1 pts vs S&P Filing
QCOMQualcomm Sale (partial)$1,001 - $15,000 · Spouse Jun 9, 2021 May 28, 2021 ▲ 37.6%−55.6 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse May 27, 2021 May 14, 2021 ▲ 17.7%−77.1 pts vs S&P Filing
PFEPfizer Purchase$1,001 - $15,000 · Spouse Jun 9, 2021 May 7, 2021 ▼ 0.6%−92.8 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Mar 5, 2021 Feb 12, 2021 ▲ 40.2%−67.2 pts vs S&P Filing
GOOGLAlphabet Inc. (Class A) Purchase$1,001 - $15,000 · Spouse Feb 3, 2021 Jan 27, 2021 ▲ 209.8%+92.3 pts vs S&P Filing
KRKroger Sale (partial)$1,001 - $15,000 · Spouse Feb 3, 2021 Jan 27, 2021 ▲ 96.2%−21.2 pts vs S&P Filing
COHRCoherent Corp. Sale (full)$1,001 - $15,000 · Spouse Feb 3, 2021 Jan 19, 2021 ▲ 122.6%+7.6 pts vs S&P Filing
FLEXFlex Ltd. Sale (partial)$1,001 - $15,000 · Spouse Feb 3, 2021 Jan 6, 2021 ▲ 524.0%+406.1 pts vs S&P Filing
FLEXFlex Ltd. Sale (partial)$1,001 - $15,000 · Spouse Feb 3, 2021 Jan 5, 2021 ▲ 553.8%+434.6 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Dec 7, 2020 Nov 13, 2020 ▲ 33.5%−94.8 pts vs S&P Filing
SAPSAP SE Purchase$1,001 - $15,000 · Spouse Dec 7, 2020 Nov 12, 2020 — Filing
BXBlackstone Inc. Purchase$1,001 - $15,000 · Spouse Nov 3, 2020 Oct 28, 2020 — Filing
AIGAmerican International Group Sale (full)$1,001 - $15,000 · Spouse Oct 7, 2020 Sep 17, 2020 ▲ 224.6%+80.2 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Aug 24, 2020 Aug 14, 2020 ▲ 24.0%−119.7 pts vs S&P Filing
FFord Motor Company Purchase$1,001 - $15,000 · Spouse Sep 10, 2020 Aug 11, 2020 ▲ 130.2%−16.5 pts vs S&P Filing
NWNNorthwest Natural Holding Co Sale (full)$50,001 - $100,000 · Spouse Sep 10, 2020 Aug 11, 2020 ▲ 22.7%−123.9 pts vs S&P Filing
PORPortland General Electric Co Sale (full)$1,001 - $15,000 · Spouse Sep 10, 2020 Aug 11, 2020 ▲ 37.1%−109.5 pts vs S&P Filing
ICEIntercontinental Exchange Purchase$1,001 - $15,000 · Spouse Sep 10, 2020 Aug 5, 2020 ▲ 92.3%−54.9 pts vs S&P Filing
ICEIntercontinental Exchange Purchase$1,001 - $15,000 · Spouse Sep 10, 2020 Aug 4, 2020 ▲ 93.0%−55.7 pts vs S&P Filing
USBU.S. Bancorp Sale (partial)$1,001 - $15,000 · Spouse Sep 10, 2020 Aug 4, 2020 ▲ 115.0%−33.7 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 · Spouse Aug 10, 2020 Jul 24, 2020 ▲ 34.1%−121.7 pts vs S&P Filing
FEFirstEnergy Purchase$1,001 - $15,000 · Spouse Aug 10, 2020 Jul 22, 2020 ▲ 126.4%−24.8 pts vs S&P Filing
HPQHP Inc. Purchase$1,001 - $15,000 · Spouse Jul 17, 2020 Jun 2, 2020 ▲ 123.2%−44.4 pts vs S&P Filing
PORPortland General Electric Co Purchase$1,001 - $15,000 · Spouse Jul 17, 2020 Jun 2, 2020 ▲ 24.0%−143.6 pts vs S&P Filing
PORPortland General Electric Co Purchase$1,001 - $15,000 · Spouse Jul 17, 2020 Jun 1, 2020 ▲ 26.6%−143.2 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Jun 15, 2020 May 15, 2020 ▲ 12.9%−175.0 pts vs S&P Filing
VODVodafone Group Public LTD Co Purchase$1,001 - $15,000 · Spouse Jun 3, 2020 May 13, 2020 — Filing
BLKBlackRock Purchase$1,001 - $15,000 · Spouse Jun 3, 2020 May 12, 2020 ▲ 197.9%+10.3 pts vs S&P Filing
CVSCVS Health Purchase$1,001 - $15,000 · Spouse Jun 3, 2020 May 8, 2020 ▲ 78.6%−103.3 pts vs S&P Filing
FLEXFlex Ltd. Sale (partial)$1,001 - $15,000 · Spouse Jun 3, 2020 May 5, 2020 ▲ 1207.6%+1019.6 pts vs S&P Filing
AMGNAmgen Purchase$1,001 - $15,000 · Spouse Jun 3, 2020 May 1, 2020 ▲ 143.5%−48.1 pts vs S&P Filing
BACBank of America Purchase$1,001 - $15,000 · Spouse May 20, 2020 Apr 29, 2020 ▲ 133.6%−47.6 pts vs S&P Filing
VVisa Inc. Purchase$1,001 - $15,000 · Spouse May 20, 2020 Apr 21, 2020 ▲ 174.8%−27.2 pts vs S&P Filing
BWABorgwarner Inc Sale (full)$1,001 - $15,000 · Spouse May 20, 2020 Apr 9, 2020 ▲ 151.6%−44.8 pts vs S&P Filing
CRMSalesforce Purchase$1,001 - $15,000 · Spouse May 20, 2020 Apr 9, 2020 ▲ 46.5%−149.9 pts vs S&P Filing
MDTMedtronic Purchase$1,001 - $15,000 · Spouse May 20, 2020 Apr 3, 2020 ▲ 38.9%−193.3 pts vs S&P Filing
RTXRTX Corporation Exchange$1,001 - $15,000 · Spouse May 20, 2020 Apr 3, 2020 — Filing
KEYKeyCorp Sale (full)$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 27, 2020 ▲ 158.9%−66.4 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 26, 2020 ▲ 66.0%−149.6 pts vs S&P Filing
NEMNewmont Sale (partial)$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 26, 2020 ▲ 165.3%−50.3 pts vs S&P Filing
SBUXStarbucks Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 26, 2020 ▲ 72.8%−142.9 pts vs S&P Filing
STTState Street Corporation Sale (full)$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 26, 2020 ▲ 323.6%+107.9 pts vs S&P Filing
TAPMolson Coors Beverage Co Sale (full)$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 24, 2020 ▲ 33.5%−205.6 pts vs S&P Filing
AVTAvnet Inc Sale (full)$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 20, 2020 ▲ 353.9%+93.6 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 20, 2020 ▲ 155.9%−104.4 pts vs S&P Filing
SCHWCharles Schwab Corporation Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 10, 2020 ▲ 195.5%+8.0 pts vs S&P Filing
GDGeneral Dynamics Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 10, 2020 ▲ 179.9%−7.6 pts vs S&P Filing
INTCIntel Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 10, 2020 ▲ 26.4%−161.1 pts vs S&P Filing
MEOHMethanex Corp Sale (full)$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 10, 2020 — Filing
INTCIntel Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 5, 2020 ▲ 19.8%−154.4 pts vs S&P Filing
HPQHP Inc. Sale (full)$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 4, 2020 ▲ 64.7%−100.4 pts vs S&P Filing
GDGeneral Dynamics Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 3, 2020 ▲ 169.9%−6.3 pts vs S&P Filing
MSFTMicrosoft Corporation Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 3, 2020 ▲ 235.5%+59.3 pts vs S&P Filing
ULUnilever PLC Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 3, 2020 — Filing
CBChubb Limited Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 2, 2020 ▲ 168.3%0.0 pts vs S&P Filing
DGXQuest Diagnostics Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Mar 2, 2020 ▲ 149.7%−18.6 pts vs S&P Filing
DISThe Walt Disney Company Purchase$1,001 - $15,000 · Spouse Apr 16, 2020 Feb 28, 2020 ▲ 0.1%−179.8 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · sp Feb 27, 2020 Feb 14, 2020 ▼ 11.7%−157.3 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · sp Nov 25, 2019 Nov 15, 2019 ▲ 3.7%−163.6 pts vs S&P Filing
AAPLApple Inc. Sale (partial)$1,001 - $15,000 · Spouse Nov 13, 2019 Oct 29, 2019 ▲ 467.1%+292.3 pts vs S&P Filing
GILDGilead Sciences Purchase$1,001 - $15,000 · Spouse Nov 13, 2019 Oct 25, 2019 ▲ 244.6%+68.3 pts vs S&P Filing
ALLAllstate Purchase$1,001 - $15,000 · Spouse Nov 13, 2019 Oct 11, 2019 ▲ 185.5%+4.2 pts vs S&P Filing
FDXFedEx Purchase$1,001 - $15,000 · Spouse Nov 13, 2019 Oct 11, 2019 ▲ 209.5%+28.2 pts vs S&P Filing
TELTE Connectivity Purchase$1,001 - $15,000 · Spouse Nov 13, 2019 Oct 11, 2019 ▲ 172.1%−9.2 pts vs S&P Filing
BRK.BBerkshire Hathaway Purchase$1,001 - $15,000 · Spouse Oct 16, 2019 Sep 13, 2019 ▲ 160.8%−17.3 pts vs S&P Filing
CATCaterpillar Inc. Purchase$1,001 - $15,000 · Spouse Oct 16, 2019 Sep 13, 2019 ▲ 436.0%+258.0 pts vs S&P Filing
FFord Motor Company Purchase$1,001 - $15,000 · Spouse Oct 16, 2019 Sep 13, 2019 ▲ 82.0%−96.0 pts vs S&P Filing
TPRTapestry, Inc. Sale (full)$1,001 - $15,000 · Spouse Oct 16, 2019 Sep 12, 2019 ▲ 452.0%+274.1 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · Spouse Sep 4, 2019 Aug 15, 2019 ▼ 3.9%−198.1 pts vs S&P Filing
KRKroger Sale (partial)$1,001 - $15,000 · Spouse Sep 4, 2019 Aug 8, 2019 ▲ 236.9%+51.7 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 · sp Jul 3, 2019 Jun 26, 2019 ▲ 267.1%+78.8 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · sp Jun 4, 2019 May 15, 2019 ▼ 0.6%−195.8 pts vs S&P Filing
TPRTapestry, Inc. Purchase$1,001 - $15,000 · Spouse Jun 4, 2019 May 15, 2019 ▲ 366.8%+171.6 pts vs S&P Filing
MEOHMethanex Corp Purchase$1,001 - $15,000 · Spouse Jun 4, 2019 May 9, 2019 — Filing
XRXXerox Holdings Corp Sale (full)$1,001 - $15,000 · Spouse Jun 4, 2019 May 7, 2019 ▼ 94.2%−286.4 pts vs S&P Filing
AAPLApple Inc. Sale (partial)$1,001 - $15,000 · Spouse May 8, 2019 Apr 25, 2019 ▲ 577.3%+389.2 pts vs S&P Filing
NWLNewell Brands Inc. Sale (full)$1,001 - $15,000 · Spouse May 8, 2019 Apr 25, 2019 ▼ 40.3%−228.4 pts vs S&P Filing
GSGoldman Sachs Purchase$1,001 - $15,000 · Spouse May 8, 2019 Apr 5, 2019 ▲ 426.0%+234.5 pts vs S&P Filing
KEYKeyCorp Purchase$1,001 - $15,000 · Spouse May 8, 2019 Apr 5, 2019 ▲ 82.5%−109.1 pts vs S&P Filing
MCKMcKesson Purchase$1,001 - $15,000 · Spouse May 8, 2019 Apr 5, 2019 ▲ 806.3%+614.8 pts vs S&P Filing
DISThe Walt Disney Company Purchase$1,001 - $15,000 · Spouse May 8, 2019 Apr 5, 2019 ▲ 3.6%−187.9 pts vs S&P Filing
LLoews Corporation Sale (full)$1,001 - $15,000 · Spouse May 8, 2019 Apr 1, 2019 ▲ 133.0%−61.4 pts vs S&P Filing
DOXAmdocs LTD Sale (full)$1,001 - $15,000 · Spouse Apr 11, 2019 Mar 20, 2019 — Filing
CIENCiena Sale (partial)$1,001 - $15,000 · Spouse Apr 11, 2019 Mar 13, 2019 ▲ 656.2%+455.9 pts vs S&P Filing
HPQHP Inc. Purchase$1,001 - $15,000 · Spouse Apr 11, 2019 Mar 13, 2019 ▲ 86.0%−114.3 pts vs S&P Filing
PFEPfizer Sale (partial)$1,001 - $15,000 · Spouse Apr 11, 2019 Mar 13, 2019 ▲ 7.9%−192.5 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · sp Mar 18, 2019 Feb 15, 2019 ▲ 9.2%−195.5 pts vs S&P Filing
FDXFedEx Purchase$1,001 - $15,000 · sp Feb 11, 2019 Jan 22, 2019 ▲ 159.1%−62.4 pts vs S&P Filing
COHRCoherent Corp. Purchase$1,001 - $15,000 · Spouse Jan 16, 2019 Jan 4, 2019 ▲ 569.9%+335.1 pts vs S&P Filing
WYWeyerhaeuser Purchase$1,001 - $15,000 · Spouse Jan 16, 2019 Jan 2, 2019 ▲ 29.2%−208.6 pts vs S&P Filing
VODVodafone Group Public LTD Co Sale (full)$1,001 - $15,000 · Spouse Jan 16, 2019 Dec 18, 2018 — Filing
AAPLApple Inc. Purchase$1,001 - $15,000 · Spouse Jan 16, 2019 Dec 11, 2018 ▲ 728.0%+506.2 pts vs S&P Filing
USBU.S. Bancorp Purchase$1,001 - $15,000 · Spouse Jan 16, 2019 Dec 11, 2018 ▲ 65.2%−156.6 pts vs S&P Filing
AAPLApple Inc. Purchase$1,001 - $15,000 · sp Nov 6, 2018 Nov 2, 2018 ▲ 575.3%+362.7 pts vs S&P Filing
TAPMolson Coors Beverage Co Purchase$1,001 - $15,000 · sp Nov 6, 2018 Nov 2, 2018 ▼ 16.3%−228.9 pts vs S&P Filing
NEMNewmont Purchase$1,001 - $15,000 · sp Nov 6, 2018 Nov 2, 2018 ▲ 314.1%+101.5 pts vs S&P Filing
FLEXFlex Ltd. Purchase$1,001 - $15,000 · sp Nov 6, 2018 Oct 26, 2018 ▲ 1543.3%+1323.0 pts vs S&P Filing
IPInternational Paper Purchase$1,001 - $15,000 · sp Nov 6, 2018 Oct 5, 2018 ▲ 9.6%−185.7 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · sp Aug 20, 2018 Aug 15, 2018 ▲ 8.9%−194.1 pts vs S&P Filing
COHRCoherent Corp. Purchase$1,001 - $15,000 · sp Aug 15, 2018 Jul 19, 2018 ▲ 360.2%+155.3 pts vs S&P Filing
DOXAmdocs LTD Purchase$1,001 - $15,000 · sp Aug 15, 2018 Jul 17, 2018 — Filing
BWABorgwarner Inc Purchase$1,001 - $15,000 · sp Aug 15, 2018 Jul 17, 2018 ▲ 46.3%−158.1 pts vs S&P Filing
CCitigroup Purchase$1,001 - $15,000 · sp Aug 15, 2018 Jul 17, 2018 — Filing
GILDGilead Sciences Purchase$1,001 - $15,000 · sp Aug 15, 2018 Jul 17, 2018 ▲ 195.5%−8.9 pts vs S&P Filing
LLoews Corporation Purchase$1,001 - $15,000 · sp Aug 15, 2018 Jul 17, 2018 ▲ 129.0%−75.4 pts vs S&P Filing
TELTE Connectivity Purchase$1,001 - $15,000 · sp Aug 15, 2018 Jul 17, 2018 ▲ 172.7%−31.7 pts vs S&P Filing
VODVodafone Group Public LTD Co Purchase$1,001 - $15,000 · sp Aug 15, 2018 Jul 17, 2018 — Filing
TAPMolson Coors Beverage Co Purchase$1,001 - $15,000 · Spouse Jul 12, 2018 Jul 9, 2018 ▼ 23.9%−231.1 pts vs S&P Filing
GEGE Aerospace Sale (full)$1,001 - $15,000 · Spouse Jul 12, 2018 Jul 5, 2018 ▲ 421.3%+208.7 pts vs S&P Filing
MCKMcKesson Purchase$1,001 - $15,000 · sp Jun 26, 2018 Jun 14, 2018 ▲ 611.6%+403.9 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · sp Jun 26, 2018 May 25, 2018 ▲ 174.3%−40.8 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 · sp Jun 26, 2018 May 25, 2018 ▲ 172.2%−42.9 pts vs S&P Filing
CSCOCisco Purchase$1,001 - $15,000 · sp Jun 26, 2018 May 17, 2018 ▲ 201.7%−13.6 pts vs S&P Filing
VODVodafone Group Public LTD Co Purchase$1,001 - $15,000 · sp Jun 26, 2018 May 15, 2018 — Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · sp Jun 25, 2018 May 15, 2018 ▲ 18.4%−198.0 pts vs S&P Filing
WMTWalmart Purchase$1,001 - $15,000 · sp May 11, 2018 May 9, 2018 ▲ 412.5%+194.2 pts vs S&P Filing
AIGAmerican International Group Purchase$1,001 - $15,000 · sp May 11, 2018 May 7, 2018 ▲ 89.3%−132.0 pts vs S&P Filing
PFEPfizer Purchase$1,001 - $15,000 · sp May 11, 2018 May 4, 2018 ▲ 34.7%−187.7 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · sp May 11, 2018 Apr 27, 2018 ▲ 53.9%−167.9 pts vs S&P Filing
STTState Street Corporation Purchase$1,001 - $15,000 · sp May 11, 2018 Apr 20, 2018 ▲ 120.4%−101.3 pts vs S&P Filing
TAT&T Purchase$15,001 - $50,000 · Spouse Apr 5, 2018 Mar 21, 2018 ▲ 43.9%−173.3 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 · Spouse Apr 5, 2018 Mar 8, 2018 ▲ 250.8%+36.7 pts vs S&P Filing
AZNAstrazeneca PLC Purchase$1,001 - $15,000 · Spouse Apr 5, 2018 Mar 7, 2018 — Filing
AVTAvnet Inc Purchase$1,001 - $15,000 · Spouse Apr 5, 2018 Mar 7, 2018 ▲ 149.7%−65.9 pts vs S&P Filing
XOMExxonMobil Sale (full)$1,001 - $15,000 · Spouse Apr 5, 2018 Mar 7, 2018 ▲ 248.3%+32.6 pts vs S&P Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Spouse Apr 5, 2018 Mar 7, 2018 ▲ 270.5%+54.8 pts vs S&P Filing
NWNNorthwest Natural Holding Co Sale (full)$15,001 - $50,000 · Spouse Apr 5, 2018 Mar 7, 2018 ▲ 30.9%−184.8 pts vs S&P Filing
WFCWells Fargo Sale (full)$1,001 - $15,000 · Spouse Apr 5, 2018 Mar 7, 2018 ▲ 90.4%−125.3 pts vs S&P Filing
TAT&T Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▲ 42.7%−174.3 pts vs S&P Filing
CIENCiena Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▲ 1186.9%+969.9 pts vs S&P Filing
CCitigroup Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 — Filing
XOMExxonMobil Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▲ 241.5%+24.5 pts vs S&P Filing
GILDGilead Sciences Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▲ 194.2%−22.8 pts vs S&P Filing
IMAXImax Corp Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▲ 139.1%−77.9 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▲ 158.5%−58.5 pts vs S&P Filing
KRKroger Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▲ 197.3%−19.7 pts vs S&P Filing
PFEPfizer Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▲ 29.2%−187.8 pts vs S&P Filing
PGProcter & Gamble Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▲ 160.0%−57.0 pts vs S&P Filing
QCOMQualcomm Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▲ 213.7%−3.3 pts vs S&P Filing
VODVodafone Group Public LTD Co Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 — Filing
XRXXerox Holdings Corp Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 28, 2018 ▼ 93.4%−310.4 pts vs S&P Filing
AIGAmerican International Group Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 27, 2018 ▲ 74.3%−139.5 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · sp Mar 6, 2018 Feb 15, 2018 ▲ 28.1%−187.3 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · sp Feb 20, 2018 Feb 15, 2018 ▲ 28.1%−187.3 pts vs S&P Filing
GSGoldman Sachs Purchase$1,001 - $15,000 · sp Feb 8, 2018 Jan 17, 2018 ▲ 327.2%+119.2 pts vs S&P Filing
USBU.S. Bancorp Purchase$1,001 - $15,000 · sp Feb 8, 2018 Jan 17, 2018 ▲ 49.8%−158.1 pts vs S&P Filing
WFCWells Fargo Purchase$1,001 - $15,000 · sp Feb 8, 2018 Jan 12, 2018 ▲ 73.3%−136.5 pts vs S&P Filing
GEGE Aerospace Purchase$1,001 - $15,000 · sp Jan 4, 2018 Dec 26, 2017 ▲ 308.6%+86.3 pts vs S&P Filing
NWLNewell Brands Inc. Purchase$1,001 - $15,000 · sp Jan 4, 2018 Dec 21, 2017 ▼ 72.2%−294.0 pts vs S&P Filing
NWNNorthwest Natural Holding Co Sale (full)$50,001 - $100,000 · Spouse Nov 28, 2017 Nov 21, 2017 ▲ 7.3%−225.6 pts vs S&P Filing
NWNNorthwest Natural Holding Co Purchase$1,001 - $15,000 · sp Nov 20, 2017 Nov 16, 2017 ▲ 7.0%−227.7 pts vs S&P Filing

What happened to the stocks afterwards

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

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days +1.4% −0.3% 46% 198 +0.4% (198)
Purchases 90 days +0.4% −0.8% 46% 198 −1.1% (198)
Sales 30 days −0.8% −0.8% 47% 89 −0.5% (89)
Sales 90 days −1.4% −1.1% 44% 89 +0.1% (89)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress