Ed Perlmutter: stock trades

Democrat, Representative for CO's 7th 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.

Consumer Discretionary20% of trades 17 trades: 9 purchases, 8 sales
Technology17% of trades 15 trades: 7 purchases, 8 sales
Communication Services16% of trades 14 trades: 7 purchases, 7 sales
Consumer Staples13% of trades 11 trades: 6 purchases, 5 sales
Financials13% of trades 11 trades: 4 purchases, 7 sales
Industrials12% of trades 10 trades: 5 purchases, 5 sales

Would copying Ed Perlmutter’s trades have beaten the S&P 500?

Copying Ed Perlmutter’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 October 4, 2016 into $22,200 by November 2, 2026, against $41,262 in the S&P 500: +8.3% a year against +15.1%, with a beta of 1.06. Selling each purchase after 6 months instead would have made +0.9% a year. Six months after each report, the average share purchase was −7.3% against the S&P 500 (median −2.4%), and 45% beat it, suggestive, but not enough to rule out luck. Measured from the trade date instead, the member’s own timing, the average was −4.8%. Reports arrived a median of 45 days after the trade.

Copying Ed PerlmutterS&P 500, buy and hold $10,000 copying Ed Perlmutter’s disclosed holdings from October 4, 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.

Ed Perlmutter: 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	42	−2.9%	−1.4%	45%	-1.17	No reliable evidence
Purchases, 6 months after the report	42	−7.3%	−2.4%	45%	-2.23	Some evidence: behind
Purchases, 3 months after the trade	42	−0.3%	−1.6%	40%	-0.11	No reliable evidence
Purchases, 6 months after the trade	42	−4.8%	−5.5%	36%	-1.69	Some evidence: behind
Sales, 6 months after the report	45	−3.6%	−1.1%	58%	-1.24	No reliable evidence

Return a year, copying: +8.3%
S&P 500, same dates: +15.1%
Yearly swing (S&P 500): 23% (18%)
Sharpe ratio (S&P 500): 0.35 (0.74)
Biggest drop (S&P 500): −50% (−34%)
Market sensitivity (beta): 1.06

“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 Ed Perlmutter 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.

Ed Perlmutter: companies traded

AAPLApple Inc.	4$4,004–$60,000	5$5,005–$75,000	Nov 21, 2016	Nov 10, 2022	▲ 1217.3%+917.3 pts vs S&P
AMZNAmazon	4$4,004–$60,000	3$3,003–$45,000	Nov 5, 2018	Nov 10, 2022	▲ 201.8%−8.3 pts vs S&P
COSTCostco	3$3,003–$45,000	3$3,003–$45,000	Mar 18, 2020	Nov 10, 2022	▲ 271.5%+26.9 pts vs S&P
GOOGLAlphabet Inc. (Class A)	3$3,003–$45,000	3$3,003–$45,000	Nov 21, 2016	Jul 7, 2021	▲ 617.8%+317.7 pts vs S&P
MSFTMicrosoft Corporation	2$2,002–$30,000	3$3,003–$45,000	Jun 10, 2020	May 13, 2022	▲ 171.6%+13.8 pts vs S&P
VZVerizon	3$3,003–$45,000	2$2,002–$30,000	May 25, 2016	May 13, 2022	▲ 58.8%−266.4 pts vs S&P
BABAAlibaba Group Holding Ltd	2$2,002–$30,000	2$2,002–$30,000	Nov 9, 2020	Jul 7, 2021	—
BRK.BBerkshire Hathaway	2$2,002–$30,000	2$2,002–$30,000	Sep 1, 2020	Dec 21, 2021	▲ 154.4%+22.3 pts vs S&P
FFord Motor Company	2$2,002–$30,000	2$2,002–$30,000	Nov 2, 2021	May 20, 2022	▼ 4.6%−78.7 pts vs S&P
KRKroger	3$3,003–$45,000	1$1,001–$15,000	Oct 19, 2017	Jul 19, 2022	▲ 296.7%+59.2 pts vs S&P
USBU.S. Bancorp	0	4$32,004–$130,000	Apr 9, 2019	Jun 10, 2020	—
CHPTChargepoint Holdings, Inc.	2$2,002–$30,000	1$1,001–$15,000	Sep 2, 2022	Nov 10, 2022	▼ 96.6%−199.4 pts vs S&P
METAMeta Platforms	1$1,001–$15,000	2$2,002–$30,000	Jun 19, 2019	Apr 22, 2020	▲ 226.7%+40.4 pts vs S&P
NEMNewmont	1$1,001–$15,000	2$2,002–$30,000	Jun 29, 2020	Nov 18, 2020	▲ 118.2%−50.7 pts vs S&P
SWKStanley Black & Decker	0	3$17,003–$80,000	Jul 30, 2019	Jun 10, 2020	—
COINCoinbase	1$1,001–$15,000	1$1,001–$15,000	Sep 23, 2021	Dec 21, 2021	▼ 42.0%−123.4 pts vs S&P
GEGE Aerospace	1$1,001–$15,000	1$1,001–$15,000	Jun 10, 2016	Oct 26, 2017	▲ 147.3%−176.2 pts vs S&P
GILDGilead Sciences	1$1,001–$15,000	1$1,001–$15,000	Jul 15, 2020	Sep 1, 2020	▲ 180.1%+25.7 pts vs S&P
HDThe Home Depot	1$1,001–$15,000	1$1,001–$15,000	May 25, 2016	Jul 26, 2018	▲ 230.2%−94.9 pts vs S&P
KMIKinder Morgan	1$1,001–$15,000	1$1,001–$15,000	May 14, 2018	Apr 22, 2020	—
PFEPfizer	1$1,001–$15,000	1$1,001–$15,000	Jun 10, 2020	Sep 1, 2020	▲ 23.2%−134.6 pts vs S&P
BABoeing	1$1,001–$15,000	0	Apr 16, 2019	Apr 16, 2019	▼ 53.0%−242.1 pts vs S&P
MOAltria	0	1$15,001–$50,000	Feb 14, 2019	Feb 14, 2019	—
NVDANVIDIA Corporation	1$1,001–$15,000	0	Sep 3, 2020	Sep 3, 2020	▲ 1460.9%+1323.9 pts vs S&P
UALUnited Airlines Holdings	1$1,001–$15,000	0	Jul 7, 2021	Jul 7, 2021	▲ 117.2%+31.5 pts vs S&P
XYZBlock, Inc.	1$1,001–$15,000	0	Sep 18, 2020	Sep 18, 2020	▼ 46.9%−193.5 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.

Ed Perlmutter: trades in companies we cover
					Report
AMZNAmazon	Purchase$1,001 - $15,000 · Spouse	Dec 19, 2022	Nov 10, 2022	▲ 154.2%+53.5 pts vs S&P	Filing for AMZN on Nov 10, 2022
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Dec 19, 2022	Nov 10, 2022	▲ 134.5%+33.8 pts vs S&P	Filing for AAPL on Nov 10, 2022
CHPTChargepoint Holdings, Inc.	Purchase$1,001 - $15,000 · Spouse	Dec 19, 2022	Nov 10, 2022	▼ 96.0%−196.8 pts vs S&P	Filing for CHPT on Nov 10, 2022
COSTCostco	Purchase$1,001 - $15,000 · Spouse	Dec 19, 2022	Nov 10, 2022	▲ 112.5%+11.8 pts vs S&P	Filing for COST on Nov 10, 2022
CHPTChargepoint Holdings, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Dec 19, 2022	Nov 1, 2022	▼ 96.5%−202.5 pts vs S&P	Filing for CHPT on Nov 1, 2022
CHPTChargepoint Holdings, Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 26, 2022	Sep 2, 2022	▼ 96.6%−199.4 pts vs S&P	Filing for CHPT on Sep 2, 2022
KRKroger	Purchase$1,001 - $15,000 · Spouse	Sep 26, 2022	Jul 19, 2022	▲ 58.9%−43.8 pts vs S&P	Filing for KR on Jul 19, 2022
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2022	May 20, 2022	▲ 151.0%+46.0 pts vs S&P	Filing for AAPL on May 20, 2022
FFord Motor Company	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2022	May 20, 2022	▲ 35.2%−69.8 pts vs S&P	Filing for F on May 20, 2022
AMZNAmazon	Sale (full)$1,001 - $15,000 · Spouse	Jun 16, 2022	May 13, 2022	▲ 117.3%+18.4 pts vs S&P	Filing for AMZN on May 13, 2022
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jun 16, 2022	May 13, 2022	▲ 134.8%+36.0 pts vs S&P	Filing for AAPL on May 13, 2022
FFord Motor Company	Sale (partial)$1,001 - $15,000 · Spouse	Jun 16, 2022	May 13, 2022	▲ 25.1%−73.7 pts vs S&P	Filing for F on May 13, 2022
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Spouse	Jun 16, 2022	May 13, 2022	▲ 101.6%+2.7 pts vs S&P	Filing for MSFT on May 13, 2022
VZVerizon	Sale (partial)$1,001 - $15,000 · Spouse	Jun 16, 2022	May 13, 2022	▲ 25.7%−73.2 pts vs S&P	Filing for VZ on May 13, 2022
COSTCostco	Sale (partial)$1,001 - $15,000 · Spouse	May 10, 2022	Apr 22, 2022	▲ 91.7%+4.2 pts vs S&P	Filing for COST on Apr 22, 2022
BRK.BBerkshire Hathaway	Sale (full)$1,001 - $15,000 · Spouse	Jan 25, 2022	Dec 21, 2021	▲ 89.6%+16.6 pts vs S&P	Filing for BRK.B on Dec 21, 2021
COINCoinbase	Sale (full)$1,001 - $15,000 · Spouse	Jan 25, 2022	Dec 21, 2021	▼ 44.4%−117.4 pts vs S&P	Filing for COIN on Dec 21, 2021
COSTCostco	Sale (partial)$1,001 - $15,000 · Spouse	Dec 22, 2021	Nov 26, 2021	▲ 101.0%+25.8 pts vs S&P	Filing for COST on Nov 26, 2021
FFord Motor Company	Purchase$1,001 - $15,000 · Spouse	Dec 22, 2021	Nov 26, 2021	▼ 13.4%−88.6 pts vs S&P	Filing for F on Nov 26, 2021
FFord Motor Company	Purchase$1,001 - $15,000 · Spouse	Dec 2, 2021	Nov 2, 2021	▼ 4.6%−78.7 pts vs S&P	Filing for F on Nov 2, 2021
COINCoinbase	Purchase$1,001 - $15,000 · Spouse	Oct 26, 2021	Sep 23, 2021	▼ 42.0%−123.4 pts vs S&P	Filing for COIN on Sep 23, 2021
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000 · Spouse	Oct 26, 2021	Sep 15, 2021	▲ 99.9%+19.8 pts vs S&P	Filing for BRK.B on Sep 15, 2021
BABAAlibaba Group Holding Ltd	Sale (full)$1,001 - $15,000 · Spouse	Aug 24, 2021	Jul 7, 2021	—	Filing for BABA on Jul 7, 2021
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Aug 24, 2021	Jul 7, 2021	▲ 122.7%+37.0 pts vs S&P	Filing for GOOGL on Jul 7, 2021
UALUnited Airlines Holdings	Purchase$1,001 - $15,000 · Spouse	Aug 24, 2021	Jul 7, 2021	▲ 117.2%+31.5 pts vs S&P	Filing for UAL on Jul 7, 2021
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Spouse	Aug 24, 2021	Jun 16, 2021	▲ 96.4%+4.7 pts vs S&P	Filing for BRK.B on Jun 16, 2021
BABAAlibaba Group Holding Ltd	Sale (partial)$1,001 - $15,000 · Spouse	Aug 24, 2021	Jun 14, 2021	—	Filing for BABA on Jun 14, 2021
BABAAlibaba Group Holding Ltd	Purchase$1,001 - $15,000 · Spouse	Jun 25, 2021	May 11, 2021	—	Filing for BABA on May 11, 2021
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	Jun 25, 2021	May 11, 2021	▲ 148.1%+52.7 pts vs S&P	Filing for GOOGL on May 11, 2021
AMZNAmazon	Purchase$1,001 - $15,000 · Spouse	Dec 22, 2020	Nov 18, 2020	▲ 58.2%−70.7 pts vs S&P	Filing for AMZN on Nov 18, 2020
NEMNewmont	Sale (partial)$1,001 - $15,000 · Spouse	Dec 22, 2020	Nov 18, 2020	▲ 110.3%−18.6 pts vs S&P	Filing for NEM on Nov 18, 2020
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Dec 22, 2020	Nov 12, 2020	▲ 147.5%+16.7 pts vs S&P	Filing for MSFT on Nov 12, 2020
NEMNewmont	Sale (partial)$1,001 - $15,000 · Spouse	Dec 22, 2020	Nov 12, 2020	▲ 99.1%−31.8 pts vs S&P	Filing for NEM on Nov 12, 2020
BABAAlibaba Group Holding Ltd	Purchase$1,001 - $15,000 · Spouse	Dec 22, 2020	Nov 9, 2020	—	Filing for BABA on Nov 9, 2020
COSTCostco	Purchase$1,001 - $15,000 · Spouse	Dec 22, 2020	Oct 7, 2020	▲ 213.3%+74.0 pts vs S&P	Filing for COST on Oct 7, 2020
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Spouse	Nov 11, 2020	Sep 23, 2020	▲ 165.8%+13.1 pts vs S&P	Filing for MSFT on Sep 23, 2020
XYZBlock, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 11, 2020	Sep 18, 2020	▼ 46.9%−193.5 pts vs S&P	Filing for XYZ on Sep 18, 2020
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Spouse	Nov 11, 2020	Sep 14, 2020	▲ 159.6%+17.7 pts vs S&P	Filing for MSFT on Sep 14, 2020
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Spouse	Nov 11, 2020	Sep 3, 2020	▲ 1460.9%+1323.9 pts vs S&P	Filing for NVDA on Sep 3, 2020
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Spouse	Nov 11, 2020	Sep 1, 2020	▲ 154.4%+22.3 pts vs S&P	Filing for BRK.B on Sep 1, 2020
GILDGilead Sciences	Sale (partial)$1,001 - $15,000 · Spouse	Nov 11, 2020	Sep 1, 2020	▲ 226.1%+93.9 pts vs S&P	Filing for GILD on Sep 1, 2020
PFEPfizer	Sale (partial)$1,001 - $15,000 · Spouse	Nov 11, 2020	Sep 1, 2020	▲ 18.9%−113.3 pts vs S&P	Filing for PFE on Sep 1, 2020
VZVerizon	Sale (partial)$1,001 - $15,000 · Spouse	Nov 11, 2020	Sep 1, 2020	▲ 10.8%−121.4 pts vs S&P	Filing for VZ on Sep 1, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 29, 2020	Jul 24, 2020	▲ 277.6%+122.5 pts vs S&P	Filing for AAPL on Jul 24, 2020
GILDGilead Sciences	Purchase$1,001 - $15,000 · Spouse	Sep 29, 2020	Jul 15, 2020	▲ 180.1%+25.7 pts vs S&P	Filing for GILD on Jul 15, 2020
NEMNewmont	Purchase$1,001 - $15,000 · Spouse	Aug 13, 2020	Jun 29, 2020	▲ 118.2%−50.7 pts vs S&P	Filing for NEM on Jun 29, 2020
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 13, 2020	Jun 10, 2020	▲ 171.6%+13.8 pts vs S&P	Filing for MSFT on Jun 10, 2020
PFEPfizer	Purchase$1,001 - $15,000 · Spouse	Aug 13, 2020	Jun 10, 2020	▲ 23.2%−134.6 pts vs S&P	Filing for PFE on Jun 10, 2020
SWKStanley Black & Decker	Sale (partial)$1,001 - $15,000	Aug 13, 2020	Jun 10, 2020	▼ 4.2%−162.0 pts vs S&P	Filing for SWK on Jun 10, 2020
USBU.S. Bancorp	Sale (partial)$1,001 - $15,000	Aug 13, 2020	Jun 10, 2020	▲ 102.5%−55.3 pts vs S&P	Filing for USB on Jun 10, 2020
VZVerizon	Purchase$1,001 - $15,000 · Spouse	Aug 13, 2020	Jun 10, 2020	▲ 14.1%−143.6 pts vs S&P	Filing for VZ on Jun 10, 2020
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Jun 10, 2020	Apr 22, 2020	▲ 347.6%+153.0 pts vs S&P	Filing for GOOGL on Apr 22, 2020
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Jun 10, 2020	Apr 22, 2020	▲ 408.0%+213.4 pts vs S&P	Filing for AAPL on Apr 22, 2020
COSTCostco	Sale (partial)$1,001 - $15,000 · Spouse	Jun 10, 2020	Apr 22, 2020	▲ 269.2%+74.6 pts vs S&P	Filing for COST on Apr 22, 2020
METAMeta Platforms	Sale (full)$1,001 - $15,000 · Spouse	Jun 10, 2020	Apr 22, 2020	▲ 236.0%+41.4 pts vs S&P	Filing for META on Apr 22, 2020
KMIKinder Morgan	Sale (full)$1,001 - $15,000 · Spouse	Jun 10, 2020	Apr 22, 2020	—	Filing for KMI on Apr 22, 2020
AMZNAmazon	Sale (full)$1,001 - $15,000 · Spouse	Jun 10, 2020	Apr 21, 2020	▲ 111.0%−90.2 pts vs S&P	Filing for AMZN on Apr 21, 2020
SWKStanley Black & Decker	Sale (partial)$1,001 - $15,000	Jun 10, 2020	Apr 9, 2020	▲ 10.2%−185.4 pts vs S&P	Filing for SWK on Apr 9, 2020
USBU.S. Bancorp	Sale (partial)$1,001 - $15,000	Jun 10, 2020	Apr 9, 2020	▲ 109.3%−86.3 pts vs S&P	Filing for USB on Apr 9, 2020
COSTCostco	Purchase$1,001 - $15,000 · Spouse	Jun 10, 2020	Mar 18, 2020	▲ 271.5%+26.9 pts vs S&P	Filing for COST on Mar 18, 2020
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Apr 6, 2020	Feb 3, 2020	▲ 355.5%+200.3 pts vs S&P	Filing for AAPL on Feb 3, 2020
METAMeta Platforms	Sale (partial)$1,001 - $15,000 · Spouse	Apr 6, 2020	Feb 3, 2020	▲ 200.0%+44.8 pts vs S&P	Filing for META on Feb 3, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000 · sp	Dec 23, 2019	Nov 5, 2019	▲ 448.4%+277.7 pts vs S&P	Filing for AAPL on Nov 5, 2019
KRKroger	Sale (full)$1,001 - $15,000 · Spouse	Sep 3, 2019	Aug 26, 2019	▲ 232.3%+42.3 pts vs S&P	Filing for KR on Aug 26, 2019
SWKStanley Black & Decker	Sale (partial)$15,001 - $50,000	Sep 3, 2019	Jul 30, 2019	▼ 11.9%−189.6 pts vs S&P	Filing for SWK on Jul 30, 2019
USBU.S. Bancorp	Sale (partial)$15,001 - $50,000	Sep 3, 2019	Jul 30, 2019	▲ 43.1%−134.6 pts vs S&P	Filing for USB on Jul 30, 2019
METAMeta Platforms	Purchase$1,001 - $15,000 · Spouse	Jul 11, 2019	Jun 19, 2019	▲ 226.7%+40.4 pts vs S&P	Filing for META on Jun 19, 2019
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Jul 11, 2019	Jun 4, 2019	▲ 434.2%+235.1 pts vs S&P	Filing for GOOGL on Jun 4, 2019
AMZNAmazon	Sale (partial)$1,001 - $15,000 · Spouse	Jul 11, 2019	Jun 3, 2019	▲ 190.2%−15.4 pts vs S&P	Filing for AMZN on Jun 3, 2019
BABoeing	Purchase$1,001 - $15,000 · Spouse	May 17, 2019	Apr 16, 2019	▼ 53.0%−242.1 pts vs S&P	Filing for BA on Apr 16, 2019
USBU.S. Bancorp	Sale (partial)$15,001 - $50,000	May 17, 2019	Apr 9, 2019	▲ 67.3%−124.7 pts vs S&P	Filing for USB on Apr 9, 2019
MOAltria	Sale (full)$15,001 - $50,000	Mar 25, 2019	Feb 14, 2019	▲ 183.6%−23.6 pts vs S&P	Filing for MO on Feb 14, 2019
AMZNAmazon	Purchase$1,001 - $15,000 · Spouse	Feb 22, 2019	Jan 18, 2019	▲ 189.6%−26.7 pts vs S&P	Filing for AMZN on Jan 18, 2019
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Feb 22, 2019	Jan 11, 2019	▲ 837.1%+611.7 pts vs S&P	Filing for AAPL on Jan 11, 2019
AMZNAmazon	Purchase$1,001 - $15,000 · sp	Dec 19, 2018	Nov 5, 2018	▲ 201.8%−8.3 pts vs S&P	Filing for AMZN on Nov 5, 2018
KRKroger	Purchase$1,001 - $15,000 · sp	Oct 31, 2018	Sep 17, 2018	▲ 181.7%−12.7 pts vs S&P	Filing for KR on Sep 17, 2018
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · sp	Sep 19, 2018	Aug 9, 2018	▲ 345.5%+146.8 pts vs S&P	Filing for GOOGL on Aug 9, 2018
VZVerizon	Purchase$1,001 - $15,000 · sp	Sep 19, 2018	Aug 9, 2018	▲ 34.5%−164.2 pts vs S&P	Filing for VZ on Aug 9, 2018
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2018	Jul 26, 2018	▲ 109.9%−90.6 pts vs S&P	Filing for HD on Jul 26, 2018
KMIKinder Morgan	Purchase$1,001 - $15,000 · sp	Jul 18, 2018	May 14, 2018	—	Filing for KMI on May 14, 2018
GEGE Aerospace	Sale (full)$1,001 - $15,000 · Spouse	Nov 30, 2017	Oct 26, 2017	▲ 231.7%−6.0 pts vs S&P	Filing for GE on Oct 26, 2017
KRKroger	Purchase$1,001 - $15,000 · Spouse	Nov 30, 2017	Oct 19, 2017	▲ 296.7%+59.2 pts vs S&P	Filing for KR on Oct 19, 2017
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · sp	Sep 19, 2017	Nov 21, 2016	▲ 617.8%+317.7 pts vs S&P	Filing for GOOGL on Nov 21, 2016
AAPLApple Inc.	Purchase$1,001 - $15,000 · sp	Sep 19, 2017	Nov 21, 2016	▲ 1217.3%+917.3 pts vs S&P	Filing for AAPL on Nov 21, 2016
GEGE Aerospace	Purchase$1,001 - $15,000 · sp	Sep 19, 2017	Jun 10, 2016	▲ 147.3%−176.2 pts vs S&P	Filing for GE on Jun 10, 2016
HDThe Home Depot	Purchase$1,001 - $15,000 · sp	Sep 19, 2017	May 25, 2016	▲ 230.2%−94.9 pts vs S&P	Filing for HD on May 25, 2016
VZVerizon	Purchase$1,001 - $15,000 · sp	Sep 19, 2017	May 25, 2016	▲ 58.8%−266.4 pts vs S&P	Filing for VZ on May 25, 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	+1.2%	+0.3%	51%	39	+1.2% (39)
Purchases	90 days	+0.6%	−1.0%	44%	39	−2.2% (39)
Sales	30 days	−0.7%	0.0%	50%	42	+2.5% (42)
Sales	90 days	+1.6%	+3.2%	57%	42	+2.8% (42)

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 Dec 19, 2022 5 stock or option trades · AMZN, AAPL, CHPT, COST
Report filed Sep 26, 2022 2 stock or option trades · CHPT, KR
Report filed Jun 16, 2022 7 stock or option trades · AMZN, AAPL, F, MSFT, VZ
Report filed May 10, 2022 1 stock or option trade · COST
Report filed Jan 25, 2022 2 stock or option trades · BRK.B, COIN
Report filed Dec 22, 2021 2 stock or option trades · COST, F
Report filed Dec 2, 2021 1 stock or option trade · F
Report filed Oct 26, 2021 2 stock or option trades · BRK.B, COIN
Report filed Aug 24, 2021 5 stock or option trades · BABA, GOOGL, BRK.B, UAL
Report filed Jun 25, 2021 2 stock or option trades · BABA, GOOGL
Report filed Dec 22, 2020 6 stock or option trades · BABA, AMZN, COST, MSFT, NEM
Report filed Nov 11, 2020 8 stock or option trades · BRK.B, GILD, MSFT, NVDA, PFE, XYZ, VZ
Report filed Sep 29, 2020 2 stock or option trades · AAPL, GILD
Report filed Aug 13, 2020 6 stock or option trades · MSFT, NEM, PFE, SWK, USB, VZ
Report filed Jun 10, 2020 9 stock or option trades · GOOGL, AMZN, AAPL, COST, META, KMI, SWK, USB
Report filed Apr 6, 2020 2 stock or option trades · AAPL, META
Report filed Dec 23, 2019 1 stock or option trade · AAPL
Report filed Sep 3, 2019 3 stock or option trades · KR, SWK, USB
Report filed Jul 11, 2019 3 stock or option trades · GOOGL, AMZN, META
Report filed May 17, 2019 3 stock or option trades · BA, USB
Report filed Mar 25, 2019 1 stock or option trade · MO
Report filed Feb 22, 2019 2 stock or option trades · AMZN, AAPL
Report filed Dec 19, 2018 1 stock or option trade · AMZN
Report filed Oct 31, 2018 1 stock or option trade · KR
Report filed Sep 19, 2018 2 stock or option trades · GOOGL, VZ
Report filed Aug 15, 2018 2 stock or option trades · HD
Report filed Jul 18, 2018 1 stock or option trade · KMI
Report filed Mar 12, 2018 1 stock or option trade
Report filed Nov 30, 2017 2 stock or option trades · GE, KR
Report filed Sep 19, 2017 6 stock or option trades · GOOGL, AAPL, GE, HD, VZ

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