Jared Moskowitz: stock trades

Democrat, Representative for FL's 23rd district. Value ranges as filed, never exact figures.

Activity

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

Jared Moskowitz: purchases and sales per month

Show as a table

Month	Purchases	Sales
Dec 2024	0	0
Jan 2025	9	9
Feb 2025	0	1
Mar 2025	7	6
Apr 2025	27	8
May 2025	4	3
Jun 2025	0	0
Jul 2025	0	0
Aug 2025	0	0
Sep 2025	0	0
Oct 2025	19	11
Nov 2025	0	0
Dec 2025	5	3
Jan 2026	0	0
Feb 2026	0	3
Mar 2026	30	20
Apr 2026	0	0
May 2026	2	2
Jun 2026	13	3
Jul 2026	1	2
Aug 2026	0	0
Sep 2026	0	0
Oct 2026	0	0
Nov 2026	0	0

Trades, 24 months: 188
Purchases: 117
Sales: 71
In 2026: 76

Top sectors

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

Technology21% of trades 94 trades: 74 purchases, 20 sales
Health Care19% of trades 85 trades: 53 purchases, 32 sales
Financials16% of trades 72 trades: 37 purchases, 35 sales
Industrials11% of trades 50 trades: 32 purchases, 18 sales
Consumer Discretionary9% of trades 43 trades: 30 purchases, 13 sales
Consumer Staples9% of trades 40 trades: 19 purchases, 21 sales

Would copying Jared Moskowitz’s trades have beaten the S&P 500?

Copying Jared Moskowitz’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 March 13, 2023 into $17,120 by November 2, 2026, against $20,581 in the S&P 500: +16.0% a year against +22.0%, with a beta of 0.89. Selling each purchase after 6 months instead would have made +28.3% a year. Six months after each report, the average share purchase was +1.3% against the S&P 500 (median −1.8%), and 46% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +0.6%. Reports arrived a median of 36 days after the trade. 9 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

Copying Jared MoskowitzS&P 500, buy and hold $10,000 copying Jared Moskowitz’s disclosed holdings from March 13, 2023, 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.

Jared Moskowitz: 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	292	+1.4%	−0.6%	47%	1.47	No reliable evidence
Purchases, 6 months after the report	278	+1.3%	−1.8%	46%	0.90	No reliable evidence
Purchases, 3 months after the trade	293	+1.4%	−0.4%	47%	1.52	No reliable evidence
Purchases, 6 months after the trade	278	+0.6%	−2.5%	47%	0.47	No reliable evidence
Sales, 6 months after the report	154	−2.3%	−6.2%	67%	-1.25	No reliable evidence

Return a year, copying: +16.0%
S&P 500, same dates: +22.0%
Yearly swing (S&P 500): 14% (15%)
Sharpe ratio (S&P 500): 0.79 (1.11)
Biggest drop (S&P 500): −18% (−19%)
Market sensitivity (beta): 0.89

“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 Jared Moskowitz 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.

Jared Moskowitz: companies traded

SHWSherwin-Williams	7$7,007–$105,000	6$20,006–$125,000	Apr 14, 2023	Oct 10, 2025	▲ 17.7%−21.8 pts vs S&P
AVGOBroadcom	9$23,009–$170,000	3$17,003–$80,000	Jul 5, 2024	Mar 31, 2026	▲ 99.1%+59.6 pts vs S&P
GSGoldman Sachs	7$21,007–$140,000	3$17,003–$80,000	Jan 15, 2025	Oct 10, 2025	▲ 52.9%+23.2 pts vs S&P
NVDANVIDIA Corporation	10$10,010–$150,000	0	Jul 5, 2024	Apr 16, 2025	▲ 64.8%+25.3 pts vs S&P
ELVElevance Health	6$6,006–$90,000	3$3,003–$45,000	Feb 1, 2024	Mar 10, 2025	▼ 12.6%−71.8 pts vs S&P
MRKMerck & Co.	6$6,006–$90,000	3$3,003–$45,000	Feb 24, 2023	Jan 15, 2025	▲ 46.2%−53.2 pts vs S&P
TSCOTractor Supply	6$6,006–$90,000	3$17,003–$80,000	Sep 1, 2023	Mar 23, 2026	▼ 16.4%−90.3 pts vs S&P
ADIAnalog Devices	8$8,008–$120,000	0	Mar 27, 2023	Apr 7, 2025	▲ 141.4%+42.8 pts vs S&P
AMZNAmazon	8$8,008–$120,000	0	Jul 5, 2024	Apr 7, 2025	▲ 26.0%−13.5 pts vs S&P
ORCLOracle Corporation	5$5,005–$75,000	3$17,003–$80,000	Jul 5, 2024	Mar 23, 2026	▼ 10.9%−50.5 pts vs S&P
PEPPepsiCo	5$5,005–$75,000	3$17,003–$80,000	Feb 24, 2023	Dec 2, 2025	▼ 11.1%−110.6 pts vs S&P
ROPRoper Technologies	5$5,005–$75,000	3$3,003–$45,000	Apr 14, 2023	Feb 27, 2026	▲ 10.8%−80.1 pts vs S&P
FDSFactset Research Systems Inc	4$4,004–$60,000	3$3,003–$45,000	Feb 1, 2024	Jul 5, 2024	▼ 28.7%−87.9 pts vs S&P
SOSouthern Company	6$6,006–$90,000	1$1,001–$15,000	Jul 14, 2023	Dec 2, 2025	▲ 47.1%−27.6 pts vs S&P
SPGIS&P Global	4$4,004–$60,000	3$3,003–$45,000	Feb 21, 2023	Jun 17, 2026	▲ 44.7%−53.4 pts vs S&P
ACNAccenture	3$3,003–$45,000	3$3,003–$45,000	Jul 14, 2023	Mar 23, 2026	▼ 14.3%−88.9 pts vs S&P
CMICummins	5$5,005–$75,000	1$1,001–$15,000	Sep 27, 2023	Mar 31, 2026	▲ 132.5%+49.0 pts vs S&P
GOOGLAlphabet Inc. (Class A)	6$6,006–$90,000	0	Jul 14, 2023	Nov 8, 2024	▲ 124.6%+50.0 pts vs S&P
LINLinde plc	6$6,006–$90,000	0	Sep 1, 2023	Apr 7, 2025	▲ 37.2%−36.7 pts vs S&P
SBCFSeacoast Banking Corp Of Florida	0	6$160,006–$400,000	Mar 10, 2023	Nov 8, 2024	—
TMUST-Mobile US	6$6,006–$90,000	0	Dec 26, 2023	Nov 8, 2024	▲ 3.3%−60.4 pts vs S&P
TXNTexas Instruments	3$3,003–$45,000	3$17,003–$80,000	Jul 14, 2023	Oct 10, 2025	—
ABTAbbott Laboratories	1$1,001–$15,000	4$4,004–$60,000	Feb 13, 2024	Jan 15, 2025	▲ 10.7%−28.8 pts vs S&P
BROBrown & Brown	2$2,002–$30,000	3$3,003–$45,000	Feb 21, 2023	Mar 23, 2026	▲ 29.1%−69.0 pts vs S&P
CORCencora	3$3,003–$45,000	2$2,002–$30,000	Mar 23, 2026	May 6, 2026	▲ 6.3%−9.3 pts vs S&P
HRLHormel Foods	2$2,002–$30,000	3$3,003–$45,000	Feb 21, 2023	Dec 28, 2023	▼ 45.6%−143.7 pts vs S&P
JNJJohnson & Johnson	3$3,003–$45,000	2$2,002–$30,000	Jul 14, 2023	Oct 10, 2025	▲ 82.5%+7.8 pts vs S&P
MCKMcKesson	5$5,005–$75,000	0	Jan 15, 2025	Dec 2, 2025	▲ 73.3%+43.6 pts vs S&P
METAMeta Platforms	5$5,005–$75,000	0	Dec 28, 2023	Jun 17, 2026	▲ 74.4%+11.1 pts vs S&P
NEENextEra Energy	3$3,003–$45,000	2$2,002–$30,000	Feb 24, 2023	Apr 7, 2025	▲ 28.5%−70.9 pts vs S&P
PNCPNC Financial Services	2$2,002–$30,000	3$3,003–$45,000	Feb 21, 2023	Jul 5, 2024	▲ 70.4%−27.7 pts vs S&P
TJXTJX Companies	5$5,005–$75,000	0	Mar 10, 2025	Mar 23, 2026	▲ 18.8%−18.4 pts vs S&P
UNHUnitedHealth Group	2$2,002–$30,000	3$3,003–$45,000	Jul 14, 2023	May 15, 2025	▼ 10.6%−85.2 pts vs S&P
WSTWest Pharmaceutical Services	3$3,003–$45,000	2$2,002–$30,000	Jul 14, 2023	Feb 13, 2025	▲ 7.5%−67.2 pts vs S&P
ADPAutomatic Data Processing	1$1,001–$15,000	3$3,003–$45,000	Jul 14, 2023	Mar 23, 2026	▲ 39.7%−35.0 pts vs S&P
AMATApplied Materials	4$4,004–$60,000	0	Jun 18, 2026	Jul 13, 2026	▼ 38.2%−39.5 pts vs S&P
ASMLAsml Holding NV	4$4,004–$60,000	0	Mar 23, 2026	Mar 31, 2026	—
ATOAtmos Energy	4$4,004–$60,000	0	Sep 1, 2023	Dec 2, 2025	▲ 61.9%−12.0 pts vs S&P
AXPAmerican Express	4$18,004–$95,000	0	Oct 10, 2025	Mar 31, 2026	▲ 3.9%−12.8 pts vs S&P
BRK.BBerkshire Hathaway	4$4,004–$60,000	0	Jul 14, 2023	Nov 8, 2024	▲ 63.3%−11.3 pts vs S&P
CARRCarrier Global	1$1,001–$15,000	3$3,003–$45,000	Apr 7, 2025	Oct 10, 2025	▼ 0.2%−52.2 pts vs S&P
CICigna	2$2,002–$30,000	2$2,002–$30,000	May 15, 2025	Mar 23, 2026	▼ 1.4%−31.2 pts vs S&P
DGDollar General	1$1,001–$15,000	3$3,003–$45,000	Feb 21, 2023	Dec 28, 2023	▼ 37.9%−136.0 pts vs S&P
HCAHCA Healthcare	4$4,004–$60,000	0	May 15, 2025	Jun 17, 2026	▲ 21.9%−7.9 pts vs S&P
HDThe Home Depot	4$4,004–$60,000	0	Jul 14, 2023	Jun 17, 2026	▲ 13.9%−60.7 pts vs S&P
INTCIntel	0	4$18,004–$95,000	Feb 13, 2023	Jul 14, 2023	—
JPMJPMorgan Chase	4$4,004–$60,000	0	Jul 1, 2024	Nov 8, 2024	▲ 72.6%+30.7 pts vs S&P
KMBKimberly-Clark	0	4$4,004–$60,000	Apr 14, 2023	Feb 1, 2024	—
LLYLilly (Eli)	4$4,004–$60,000	0	Sep 1, 2023	Dec 28, 2023	▲ 157.9%+84.0 pts vs S&P
LMTLockheed Martin	4$4,004–$60,000	0	Feb 13, 2024	Apr 7, 2025	▲ 61.8%+4.2 pts vs S&P
MAMastercard	1$1,001–$15,000	3$3,003–$45,000	Jul 14, 2023	Jul 5, 2024	▲ 63.9%−10.7 pts vs S&P
MCDMcDonald's	4$4,004–$60,000	0	Jul 14, 2023	Mar 31, 2026	▼ 3.9%−78.5 pts vs S&P
MDLZMondelez International	2$2,002–$30,000	2$2,002–$30,000	Feb 1, 2024	Jul 5, 2024	▼ 7.1%−66.3 pts vs S&P
MDTMedtronic	1$1,001–$15,000	3$3,003–$45,000	Jul 14, 2023	Dec 28, 2023	▲ 25.5%−49.2 pts vs S&P
MNSTMonster Beverage	4$4,004–$60,000	0	Mar 23, 2026	Jun 17, 2026	▲ 28.4%+12.8 pts vs S&P
MSFTMicrosoft Corporation	4$4,004–$60,000	0	Jul 14, 2023	Jun 17, 2026	▲ 55.1%−19.5 pts vs S&P
NKENike, Inc.	1$1,001–$15,000	3$3,003–$45,000	Sep 1, 2023	Feb 1, 2024	▼ 59.9%−133.8 pts vs S&P
PEGPublic Service Enterprise Group	3$3,003–$45,000	1$1,001–$15,000	Feb 24, 2023	Dec 2, 2025	▲ 35.3%−64.1 pts vs S&P
PFEPfizer	0	4$4,004–$60,000	Feb 24, 2023	Dec 28, 2023	—
SBUXStarbucks	1$1,001–$15,000	3$3,003–$45,000	Jul 14, 2023	Apr 10, 2025	▲ 11.3%−63.4 pts vs S&P

The 60 most traded of 107 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 459 trades; every trade is in the reports below. Click a column heading to sort.

Jared Moskowitz: trades in companies we cover
					Report
AMATApplied Materials	Purchase$1,001 - $15,000	Aug 27, 2026	Jul 13, 2026	▼ 33.8%−34.7 pts vs S&P	Filing for AMAT on Jul 13, 2026
STESteris	Sale (full)$1,001 - $15,000	Aug 27, 2026	Jul 13, 2026	▲ 7.0%+6.1 pts vs S&P	Filing for STE on Jul 13, 2026
GWWW. W. Grainger	Sale (partial)$1,001 - $15,000	Aug 27, 2026	Jul 13, 2026	▼ 0.4%−1.3 pts vs S&P	Filing for GWW on Jul 13, 2026
AMATApplied Materials	Purchase$1,001 - $15,000 · Dependent child	Jul 26, 2026	Jun 18, 2026	▼ 38.2%−39.5 pts vs S&P	Filing for AMAT on Jun 18, 2026
AMATApplied Materials	Purchase$1,001 - $15,000 · Dependent child	Jul 26, 2026	Jun 18, 2026	▼ 38.2%−39.5 pts vs S&P	Filing for AMAT on Jun 18, 2026
AMATApplied Materials	Purchase$1,001 - $15,000	Jul 26, 2026	Jun 18, 2026	▼ 38.2%−39.5 pts vs S&P	Filing for AMAT on Jun 18, 2026
HCAHCA Healthcare	Purchase$1,001 - $15,000 · Dependent child	Jul 26, 2026	Jun 17, 2026	▲ 20.0%+17.7 pts vs S&P	Filing for HCA on Jun 17, 2026
HCAHCA Healthcare	Purchase$1,001 - $15,000	Jul 26, 2026	Jun 17, 2026	▲ 20.0%+17.7 pts vs S&P	Filing for HCA on Jun 17, 2026
HDThe Home Depot	Purchase$1,001 - $15,000	Jul 26, 2026	Jun 17, 2026	▲ 2.1%−0.2 pts vs S&P	Filing for HD on Jun 17, 2026
METAMeta Platforms	Purchase$1,001 - $15,000 · Dependent child	Jul 26, 2026	Jun 17, 2026	▲ 9.2%+6.9 pts vs S&P	Filing for META on Jun 17, 2026
METAMeta Platforms	Purchase$1,001 - $15,000	Jul 26, 2026	Jun 17, 2026	▲ 9.2%+6.9 pts vs S&P	Filing for META on Jun 17, 2026
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Dependent child	Jul 26, 2026	Jun 17, 2026	▲ 38.1%+35.8 pts vs S&P	Filing for MSFT on Jun 17, 2026
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Jul 26, 2026	Jun 17, 2026	▲ 38.1%+35.8 pts vs S&P	Filing for MSFT on Jun 17, 2026
MNSTMonster Beverage	Purchase$1,001 - $15,000 · Dependent child	Jul 26, 2026	Jun 17, 2026	▲ 3.6%+1.4 pts vs S&P	Filing for MNST on Jun 17, 2026
MNSTMonster Beverage	Purchase$1,001 - $15,000	Jul 26, 2026	Jun 17, 2026	▲ 3.6%+1.4 pts vs S&P	Filing for MNST on Jun 17, 2026
SPGIS&P Global	Sale (full)$1,001 - $15,000 · Dependent child	Jul 26, 2026	Jun 17, 2026	▲ 17.9%+15.6 pts vs S&P	Filing for SPGI on Jun 17, 2026
SPGIS&P Global	Sale (full)$1,001 - $15,000 · Dependent child	Jul 26, 2026	Jun 17, 2026	▲ 17.9%+15.6 pts vs S&P	Filing for SPGI on Jun 17, 2026
SPGIS&P Global	Sale (full)$1,001 - $15,000	Jul 26, 2026	Jun 17, 2026	▲ 17.9%+15.6 pts vs S&P	Filing for SPGI on Jun 17, 2026
SPCXSpace Exploration Technologies Corp	Purchase$1,001 - $15,000	Jul 26, 2026	Jun 12, 2026	▼ 12.7%−14.8 pts vs S&P	Filing for SPCX on Jun 12, 2026
CORCencora	Sale (full)$1,001 - $15,000 · Dependent child	Jun 19, 2026	May 6, 2026	▲ 34.9%+31.6 pts vs S&P	Filing for COR on May 6, 2026
CORCencora	Sale (full)$1,001 - $15,000	Jun 19, 2026	May 6, 2026	▲ 34.9%+31.6 pts vs S&P	Filing for COR on May 6, 2026
GILDGilead Sciences	Purchase$1,001 - $15,000 · Dependent child	Jun 19, 2026	May 6, 2026	▲ 25.1%+21.8 pts vs S&P	Filing for GILD on May 6, 2026
GILDGilead Sciences	Purchase$1,001 - $15,000	Jun 19, 2026	May 6, 2026	▲ 25.1%+21.8 pts vs S&P	Filing for GILD on May 6, 2026
AXPAmerican Express	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▲ 8.4%−8.2 pts vs S&P	Filing for AXP on Mar 31, 2026
ASMLAsml Holding NV	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	—	Filing for ASML on Mar 31, 2026
AVGOBroadcom	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▲ 7.7%−8.8 pts vs S&P	Filing for AVGO on Mar 31, 2026
CATCaterpillar Inc.	Sale (partial)$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▼ 11.6%−28.1 pts vs S&P	Filing for CAT on Mar 31, 2026
CORCencora	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▲ 8.5%−8.0 pts vs S&P	Filing for COR on Mar 31, 2026
CBChubb Limited	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▲ 13.2%−3.3 pts vs S&P	Filing for CB on Mar 31, 2026
CMICummins	Sale (partial)$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▼ 5.8%−22.4 pts vs S&P	Filing for CMI on Mar 31, 2026
GEGE Aerospace	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▲ 13.1%−3.4 pts vs S&P	Filing for GE on Mar 31, 2026
GDGeneral Dynamics	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▲ 10.2%−6.3 pts vs S&P	Filing for GD on Mar 31, 2026
HDThe Home Depot	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▲ 2.4%−14.1 pts vs S&P	Filing for HD on Mar 31, 2026
MCDMcDonald's	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▼ 14.4%−30.9 pts vs S&P	Filing for MCD on Mar 31, 2026
MSIMotorola Solutions	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▲ 13.6%−2.9 pts vs S&P	Filing for MSI on Mar 31, 2026
PANWPalo Alto Networks	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▲ 118.8%+102.3 pts vs S&P	Filing for PANW on Mar 31, 2026
PHParker Hannifin	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 31, 2026	▲ 6.0%−10.5 pts vs S&P	Filing for PH on Mar 31, 2026
QCOMQualcomm	Sale (full)$15,001 - $50,000	Apr 30, 2026	Mar 31, 2026	▲ 28.9%+12.3 pts vs S&P	Filing for QCOM on Mar 31, 2026
ACNAccenture	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 30.8%+15.1 pts vs S&P	Filing for ACN on Mar 23, 2026
ACNAccenture	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 30.8%+15.1 pts vs S&P	Filing for ACN on Mar 23, 2026
ACNAccenture	Sale (full)$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 30.8%+15.1 pts vs S&P	Filing for ACN on Mar 23, 2026
ASMLAsml Holding NV	Purchase$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	—	Filing for ASML on Mar 23, 2026
ASMLAsml Holding NV	Purchase$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	—	Filing for ASML on Mar 23, 2026
ASMLAsml Holding NV	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	—	Filing for ASML on Mar 23, 2026
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 43.5%+27.9 pts vs S&P	Filing for ADP on Mar 23, 2026
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 43.5%+27.9 pts vs S&P	Filing for ADP on Mar 23, 2026
ADPAutomatic Data Processing	Sale (full)$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 43.5%+27.9 pts vs S&P	Filing for ADP on Mar 23, 2026
BROBrown & Brown	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 6.7%−9.0 pts vs S&P	Filing for BRO on Mar 23, 2026
BROBrown & Brown	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 6.7%−9.0 pts vs S&P	Filing for BRO on Mar 23, 2026
BROBrown & Brown	Sale (full)$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 6.7%−9.0 pts vs S&P	Filing for BRO on Mar 23, 2026
CORCencora	Purchase$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 6.3%−9.3 pts vs S&P	Filing for COR on Mar 23, 2026
CORCencora	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 6.3%−9.3 pts vs S&P	Filing for COR on Mar 23, 2026
GEGE Aerospace	Purchase$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 10.1%−5.5 pts vs S&P	Filing for GE on Mar 23, 2026
GEGE Aerospace	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 10.1%−5.5 pts vs S&P	Filing for GE on Mar 23, 2026
GDGeneral Dynamics	Purchase$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 8.9%−6.8 pts vs S&P	Filing for GD on Mar 23, 2026
GDGeneral Dynamics	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 8.9%−6.8 pts vs S&P	Filing for GD on Mar 23, 2026
MNSTMonster Beverage	Purchase$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 28.4%+12.8 pts vs S&P	Filing for MNST on Mar 23, 2026
MNSTMonster Beverage	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 28.4%+12.8 pts vs S&P	Filing for MNST on Mar 23, 2026
MSIMotorola Solutions	Purchase$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 8.0%−7.7 pts vs S&P	Filing for MSI on Mar 23, 2026
MSIMotorola Solutions	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 8.0%−7.7 pts vs S&P	Filing for MSI on Mar 23, 2026
ORCLOracle Corporation	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▼ 17.9%−33.5 pts vs S&P	Filing for ORCL on Mar 23, 2026
ORCLOracle Corporation	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▼ 17.9%−33.5 pts vs S&P	Filing for ORCL on Mar 23, 2026
ORCLOracle Corporation	Sale (full)$15,001 - $50,000	Apr 30, 2026	Mar 23, 2026	▼ 17.9%−33.5 pts vs S&P	Filing for ORCL on Mar 23, 2026
PANWPalo Alto Networks	Purchase$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 113.8%+98.2 pts vs S&P	Filing for PANW on Mar 23, 2026
PANWPalo Alto Networks	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 113.8%+98.2 pts vs S&P	Filing for PANW on Mar 23, 2026
PHParker Hannifin	Purchase$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 4.7%−10.9 pts vs S&P	Filing for PH on Mar 23, 2026
PHParker Hannifin	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 4.7%−10.9 pts vs S&P	Filing for PH on Mar 23, 2026
CICigna	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▲ 14.1%−1.6 pts vs S&P	Filing for CI on Mar 23, 2026
CICigna	Sale (full)$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▲ 14.1%−1.6 pts vs S&P	Filing for CI on Mar 23, 2026
TJXTJX Companies	Purchase$1,001 - $15,000	Apr 30, 2026	Mar 23, 2026	▼ 11.8%−27.4 pts vs S&P	Filing for TJX on Mar 23, 2026
TSCOTractor Supply	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▼ 22.6%−38.3 pts vs S&P	Filing for TSCO on Mar 23, 2026
TSCOTractor Supply	Sale (full)$1,001 - $15,000 · Dependent child	Apr 30, 2026	Mar 23, 2026	▼ 22.6%−38.3 pts vs S&P	Filing for TSCO on Mar 23, 2026
TSCOTractor Supply	Sale (full)$15,001 - $50,000	Apr 30, 2026	Mar 23, 2026	▼ 22.6%−38.3 pts vs S&P	Filing for TSCO on Mar 23, 2026
ROPRoper Technologies	Sale (full)$1,001 - $15,000 · Dependent child	Mar 30, 2026	Feb 27, 2026	▲ 37.1%+26.3 pts vs S&P	Filing for ROP on Feb 27, 2026
ROPRoper Technologies	Sale (full)$1,001 - $15,000 · Dependent child	Mar 30, 2026	Feb 27, 2026	▲ 37.1%+26.3 pts vs S&P	Filing for ROP on Feb 27, 2026
ROPRoper Technologies	Sale (full)$1,001 - $15,000	Mar 30, 2026	Feb 27, 2026	▲ 37.1%+26.3 pts vs S&P	Filing for ROP on Feb 27, 2026
ATOAtmos Energy	Purchase$1,001 - $15,000	Jan 16, 2026	Dec 2, 2025	▲ 4.0%−7.9 pts vs S&P	Filing for ATO on Dec 2, 2025
MCKMcKesson	Purchase$1,001 - $15,000 · Dependent child	Jan 16, 2026	Dec 2, 2025	▲ 21.4%+9.5 pts vs S&P	Filing for MCK on Dec 2, 2025
MCKMcKesson	Purchase$1,001 - $15,000	Jan 16, 2026	Dec 2, 2025	▲ 21.4%+9.5 pts vs S&P	Filing for MCK on Dec 2, 2025
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Dependent child	Jan 16, 2026	Dec 2, 2025	▼ 3.8%−15.6 pts vs S&P	Filing for PEP on Dec 2, 2025
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Dependent child	Jan 16, 2026	Dec 2, 2025	▼ 3.8%−15.6 pts vs S&P	Filing for PEP on Dec 2, 2025
PEPPepsiCo	Sale (full)$15,001 - $50,000	Jan 16, 2026	Dec 2, 2025	▼ 3.8%−15.6 pts vs S&P	Filing for PEP on Dec 2, 2025
PEGPublic Service Enterprise Group	Purchase$1,001 - $15,000	Jan 16, 2026	Dec 2, 2025	▼ 6.6%−18.4 pts vs S&P	Filing for PEG on Dec 2, 2025
SOSouthern Company	Purchase$1,001 - $15,000	Jan 16, 2026	Dec 2, 2025	▲ 7.8%−4.0 pts vs S&P	Filing for SO on Dec 2, 2025
AXPAmerican Express	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 3.9%−12.8 pts vs S&P	Filing for AXP on Oct 10, 2025
AXPAmerican Express	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 3.9%−12.8 pts vs S&P	Filing for AXP on Oct 10, 2025
AXPAmerican Express	Purchase$15,001 - $50,000	Nov 22, 2025	Oct 10, 2025	▲ 3.9%−12.8 pts vs S&P	Filing for AXP on Oct 10, 2025
AVGOBroadcom	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 3.1%−13.6 pts vs S&P	Filing for AVGO on Oct 10, 2025
AVGOBroadcom	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 3.1%−13.6 pts vs S&P	Filing for AVGO on Oct 10, 2025
AVGOBroadcom	Purchase$15,001 - $50,000	Nov 22, 2025	Oct 10, 2025	▲ 3.1%−13.6 pts vs S&P	Filing for AVGO on Oct 10, 2025
CARRCarrier Global	Sale (full)$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▼ 0.5%−17.3 pts vs S&P	Filing for CARR on Oct 10, 2025
CARRCarrier Global	Sale (full)$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▼ 0.5%−17.3 pts vs S&P	Filing for CARR on Oct 10, 2025
CARRCarrier Global	Sale (full)$1,001 - $15,000	Nov 22, 2025	Oct 10, 2025	▼ 0.5%−17.3 pts vs S&P	Filing for CARR on Oct 10, 2025
CSCOCisco	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 54.3%+37.6 pts vs S&P	Filing for CSCO on Oct 10, 2025
CSCOCisco	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 54.3%+37.6 pts vs S&P	Filing for CSCO on Oct 10, 2025
CSCOCisco	Purchase$15,001 - $50,000	Nov 22, 2025	Oct 10, 2025	▲ 54.3%+37.6 pts vs S&P	Filing for CSCO on Oct 10, 2025
DELLDell Technologies	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 174.2%+157.5 pts vs S&P	Filing for DELL on Oct 10, 2025
DELLDell Technologies	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 174.2%+157.5 pts vs S&P	Filing for DELL on Oct 10, 2025
DELLDell Technologies	Purchase$15,001 - $50,000	Nov 22, 2025	Oct 10, 2025	▲ 174.2%+157.5 pts vs S&P	Filing for DELL on Oct 10, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 19.4%+2.7 pts vs S&P	Filing for GS on Oct 10, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 19.4%+2.7 pts vs S&P	Filing for GS on Oct 10, 2025
GSGoldman Sachs	Purchase$15,001 - $50,000	Nov 22, 2025	Oct 10, 2025	▲ 19.4%+2.7 pts vs S&P	Filing for GS on Oct 10, 2025
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 42.6%+25.9 pts vs S&P	Filing for JNJ on Oct 10, 2025
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 42.6%+25.9 pts vs S&P	Filing for JNJ on Oct 10, 2025
MCKMcKesson	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 32.0%+15.3 pts vs S&P	Filing for MCK on Oct 10, 2025
SHWSherwin-Williams	Sale (full)$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 3.5%−13.2 pts vs S&P	Filing for SHW on Oct 10, 2025
SHWSherwin-Williams	Sale (full)$15,001 - $50,000	Nov 22, 2025	Oct 10, 2025	▲ 3.5%−13.2 pts vs S&P	Filing for SHW on Oct 10, 2025
SHWSherwin-Williams	Sale (full)$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	▲ 3.5%−13.2 pts vs S&P	Filing for SHW on Oct 10, 2025
TSMTaiwan Semiconductor Manufacturing Co LTD	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	—	Filing for TSM on Oct 10, 2025
TSMTaiwan Semiconductor Manufacturing Co LTD	Purchase$1,001 - $15,000	Nov 22, 2025	Oct 10, 2025	—	Filing for TSM on Oct 10, 2025
TSMTaiwan Semiconductor Manufacturing Co LTD	Purchase$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	—	Filing for TSM on Oct 10, 2025
TXNTexas Instruments	Sale (full)$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	—	Filing for TXN on Oct 10, 2025
TXNTexas Instruments	Sale (full)$15,001 - $50,000	Nov 22, 2025	Oct 10, 2025	—	Filing for TXN on Oct 10, 2025
TXNTexas Instruments	Sale (full)$1,001 - $15,000 · Dependent child	Nov 22, 2025	Oct 10, 2025	—	Filing for TXN on Oct 10, 2025
HCAHCA Healthcare	Purchase$1,001 - $15,000	Jun 27, 2025	May 15, 2025	▲ 21.9%−7.9 pts vs S&P	Filing for HCA on May 15, 2025
HCAHCA Healthcare	Purchase$1,001 - $15,000 · Dependent child	Jun 27, 2025	May 15, 2025	▲ 21.9%−7.9 pts vs S&P	Filing for HCA on May 15, 2025
CICigna	Purchase$1,001 - $15,000 · Dependent child	Jun 27, 2025	May 15, 2025	▼ 1.4%−31.2 pts vs S&P	Filing for CI on May 15, 2025
CICigna	Purchase$1,001 - $15,000	Jun 27, 2025	May 15, 2025	▼ 1.4%−31.2 pts vs S&P	Filing for CI on May 15, 2025
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Dependent child	Jun 27, 2025	May 15, 2025	▲ 52.3%+22.5 pts vs S&P	Filing for UNH on May 15, 2025
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Dependent child	Jun 27, 2025	May 15, 2025	▲ 52.3%+22.5 pts vs S&P	Filing for UNH on May 15, 2025
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000	Jun 27, 2025	May 15, 2025	▲ 52.3%+22.5 pts vs S&P	Filing for UNH on May 15, 2025
AMGNAmgen	Purchase$1,001 - $15,000 · Dependent child	May 9, 2025	Apr 16, 2025	▲ 70.6%+24.8 pts vs S&P	Filing for AMGN on Apr 16, 2025
AMGNAmgen	Purchase$1,001 - $15,000	May 9, 2025	Apr 16, 2025	▲ 70.6%+24.8 pts vs S&P	Filing for AMGN on Apr 16, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Dependent child	May 9, 2025	Apr 16, 2025	▲ 98.4%+52.6 pts vs S&P	Filing for NVDA on Apr 16, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	May 9, 2025	Apr 16, 2025	▲ 98.4%+52.6 pts vs S&P	Filing for NVDA on Apr 16, 2025
GSGoldman Sachs	Sale (full)$1,001 - $15,000 · Dependent child	May 9, 2025	Apr 10, 2025	▲ 88.3%+42.1 pts vs S&P	Filing for GS on Apr 10, 2025
GSGoldman Sachs	Sale (full)$1,001 - $15,000 · Dependent child	May 9, 2025	Apr 10, 2025	▲ 88.3%+42.1 pts vs S&P	Filing for GS on Apr 10, 2025
GSGoldman Sachs	Sale (full)$15,001 - $50,000	May 9, 2025	Apr 10, 2025	▲ 88.3%+42.1 pts vs S&P	Filing for GS on Apr 10, 2025
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Dependent child	May 9, 2025	Apr 10, 2025	▲ 28.2%−18.0 pts vs S&P	Filing for SBUX on Apr 10, 2025
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Dependent child	May 9, 2025	Apr 10, 2025	▲ 28.2%−18.0 pts vs S&P	Filing for SBUX on Apr 10, 2025
SBUXStarbucks	Sale (full)$1,001 - $15,000	May 9, 2025	Apr 10, 2025	▲ 28.2%−18.0 pts vs S&P	Filing for SBUX on Apr 10, 2025
ABBVAbbVie	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 61.6%+9.6 pts vs S&P	Filing for ABBV on Apr 7, 2025
ACNAccenture	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▼ 7.2%−59.2 pts vs S&P	Filing for ACN on Apr 7, 2025
AMZNAmazon	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 43.8%−8.2 pts vs S&P	Filing for AMZN on Apr 7, 2025
ADIAnalog Devices	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 151.3%+99.3 pts vs S&P	Filing for ADI on Apr 7, 2025
CARRCarrier Global	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▼ 0.2%−52.2 pts vs S&P	Filing for CARR on Apr 7, 2025
CATCaterpillar Inc.	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 126.8%+74.8 pts vs S&P	Filing for CAT on Apr 7, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 98.1%+46.1 pts vs S&P	Filing for GS on Apr 7, 2025
HONHoneywell Technologies	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 24.4%−27.6 pts vs S&P	Filing for HON on Apr 7, 2025
ITWIllinois Tool Works	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 34.0%−18.0 pts vs S&P	Filing for ITW on Apr 7, 2025
LECOLincoln Electric Holdings Inc	Sale (full)$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 72.2%+20.2 pts vs S&P	Filing for LECO on Apr 7, 2025
LINLinde plc	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 23.0%−29.0 pts vs S&P	Filing for LIN on Apr 7, 2025
LMTLockheed Martin	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 55.0%+3.0 pts vs S&P	Filing for LMT on Apr 7, 2025
NEENextEra Energy	Sale (full)$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 35.0%−17.0 pts vs S&P	Filing for NEE on Apr 7, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 112.3%+60.3 pts vs S&P	Filing for NVDA on Apr 7, 2025
ORCLOracle Corporation	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 0.7%−51.3 pts vs S&P	Filing for ORCL on Apr 7, 2025
PEPPepsiCo	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 2.0%−50.0 pts vs S&P	Filing for PEP on Apr 7, 2025
QCOMQualcomm	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 30.9%−21.1 pts vs S&P	Filing for QCOM on Apr 7, 2025
RPMRPM International Inc	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 3.0%−49.0 pts vs S&P	Filing for RPM on Apr 7, 2025
SHWSherwin-Williams	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 7.2%−44.8 pts vs S&P	Filing for SHW on Apr 7, 2025
SOSouthern Company	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 12.8%−39.2 pts vs S&P	Filing for SO on Apr 7, 2025
SYKStryker Corporation	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▼ 9.1%−61.1 pts vs S&P	Filing for SYK on Apr 7, 2025
TXNTexas Instruments	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	—	Filing for TXN on Apr 7, 2025
TJXTJX Companies	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 17.3%−34.7 pts vs S&P	Filing for TJX on Apr 7, 2025
TSCOTractor Supply	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▼ 27.2%−79.1 pts vs S&P	Filing for TSCO on Apr 7, 2025
VVisa Inc.	Purchase$1,001 - $15,000	May 9, 2025	Apr 7, 2025	▲ 36.3%−15.7 pts vs S&P	Filing for V on Apr 7, 2025
AVGOBroadcom	Sale (full)$15,001 - $50,000	Apr 8, 2025	Mar 11, 2025	▲ 77.3%+39.0 pts vs S&P	Filing for AVGO on Mar 11, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Apr 8, 2025	Mar 11, 2025	▲ 90.6%+52.3 pts vs S&P	Filing for NVDA on Mar 11, 2025
AVGOBroadcom	Sale (full)$1,001 - $15,000 · Dependent child	Apr 8, 2025	Mar 10, 2025	▲ 82.8%+45.6 pts vs S&P	Filing for AVGO on Mar 10, 2025
AVGOBroadcom	Sale (full)$1,001 - $15,000 · Dependent child	Apr 8, 2025	Mar 10, 2025	▲ 82.8%+45.6 pts vs S&P	Filing for AVGO on Mar 10, 2025
ELVElevance Health	Sale (full)$1,001 - $15,000 · Dependent child	Apr 8, 2025	Mar 10, 2025	▲ 3.9%−33.2 pts vs S&P	Filing for ELV on Mar 10, 2025
ELVElevance Health	Sale (full)$1,001 - $15,000 · Dependent child	Apr 8, 2025	Mar 10, 2025	▲ 3.9%−33.2 pts vs S&P	Filing for ELV on Mar 10, 2025
ELVElevance Health	Sale (full)$1,001 - $15,000	Apr 8, 2025	Mar 10, 2025	▲ 3.9%−33.2 pts vs S&P	Filing for ELV on Mar 10, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Dependent child	Apr 8, 2025	Mar 10, 2025	▲ 93.8%+56.6 pts vs S&P	Filing for NVDA on Mar 10, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Dependent child	Apr 8, 2025	Mar 10, 2025	▲ 93.8%+56.6 pts vs S&P	Filing for NVDA on Mar 10, 2025
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Apr 8, 2025	Mar 10, 2025	▲ 93.8%+56.6 pts vs S&P	Filing for NVDA on Mar 10, 2025
TJXTJX Companies	Purchase$1,001 - $15,000 · Dependent child	Apr 8, 2025	Mar 10, 2025	▲ 18.8%−18.4 pts vs S&P	Filing for TJX on Mar 10, 2025
TJXTJX Companies	Purchase$1,001 - $15,000 · Dependent child	Apr 8, 2025	Mar 10, 2025	▲ 18.8%−18.4 pts vs S&P	Filing for TJX on Mar 10, 2025
TJXTJX Companies	Purchase$1,001 - $15,000	Apr 8, 2025	Mar 10, 2025	▲ 18.8%−18.4 pts vs S&P	Filing for TJX on Mar 10, 2025
WSTWest Pharmaceutical Services	Sale (full)$1,001 - $15,000 · Dependent child	Mar 6, 2025	Feb 13, 2025	▲ 107.0%+80.9 pts vs S&P	Filing for WST on Feb 13, 2025
ABTAbbott Laboratories	Sale (full)$1,001 - $15,000	Feb 10, 2025	Jan 15, 2025	▲ 2.1%−27.6 pts vs S&P	Filing for ABT on Jan 15, 2025
ABTAbbott Laboratories	Sale (full)$1,001 - $15,000 · Dependent child	Feb 10, 2025	Jan 15, 2025	▲ 2.1%−27.6 pts vs S&P	Filing for ABT on Jan 15, 2025
ABTAbbott Laboratories	Sale (full)$1,001 - $15,000 · Dependent child	Feb 10, 2025	Jan 15, 2025	▲ 2.1%−27.6 pts vs S&P	Filing for ABT on Jan 15, 2025
ABBVAbbVie	Purchase$1,001 - $15,000 · Dependent child	Feb 10, 2025	Jan 15, 2025	▲ 75.9%+46.2 pts vs S&P	Filing for ABBV on Jan 15, 2025
ABBVAbbVie	Purchase$1,001 - $15,000	Feb 10, 2025	Jan 15, 2025	▲ 75.9%+46.2 pts vs S&P	Filing for ABBV on Jan 15, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000	Feb 10, 2025	Jan 15, 2025	▲ 52.9%+23.2 pts vs S&P	Filing for GS on Jan 15, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000 · Dependent child	Feb 10, 2025	Jan 15, 2025	▲ 52.9%+23.2 pts vs S&P	Filing for GS on Jan 15, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000 · Dependent child	Feb 10, 2025	Jan 15, 2025	▲ 52.9%+23.2 pts vs S&P	Filing for GS on Jan 15, 2025
MCKMcKesson	Purchase$1,001 - $15,000	Feb 10, 2025	Jan 15, 2025	▲ 73.3%+43.6 pts vs S&P	Filing for MCK on Jan 15, 2025
MCKMcKesson	Purchase$1,001 - $15,000 · Dependent child	Feb 10, 2025	Jan 15, 2025	▲ 73.3%+43.6 pts vs S&P	Filing for MCK on Jan 15, 2025
MRKMerck & Co.	Sale (full)$1,001 - $15,000 · Dependent child	Feb 10, 2025	Jan 15, 2025	▲ 52.0%+22.3 pts vs S&P	Filing for MRK on Jan 15, 2025
MRKMerck & Co.	Sale (full)$1,001 - $15,000 · Dependent child	Feb 10, 2025	Jan 15, 2025	▲ 52.0%+22.3 pts vs S&P	Filing for MRK on Jan 15, 2025
MRKMerck & Co.	Sale (full)$1,001 - $15,000	Feb 10, 2025	Jan 15, 2025	▲ 52.0%+22.3 pts vs S&P	Filing for MRK on Jan 15, 2025
SYKStryker Corporation	Purchase$1,001 - $15,000 · Dependent child	Feb 10, 2025	Jan 15, 2025	▼ 14.6%−44.3 pts vs S&P	Filing for SYK on Jan 15, 2025
SYKStryker Corporation	Purchase$1,001 - $15,000 · Dependent child	Feb 10, 2025	Jan 15, 2025	▼ 14.6%−44.3 pts vs S&P	Filing for SYK on Jan 15, 2025
AOSA. O. Smith	Sale (full)$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▼ 11.2%−40.1 pts vs S&P	Filing for AOS on Nov 8, 2024
ACNAccenture	Purchase$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▼ 25.4%−54.3 pts vs S&P	Filing for ACN on Nov 8, 2024
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 57.6%+28.6 pts vs S&P	Filing for GOOGL on Nov 8, 2024
AMZNAmazon	Purchase$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▲ 21.0%−7.9 pts vs S&P	Filing for AMZN on Nov 8, 2024
AMZNAmazon	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 21.0%−7.9 pts vs S&P	Filing for AMZN on Nov 8, 2024
AMZNAmazon	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 21.0%−7.9 pts vs S&P	Filing for AMZN on Nov 8, 2024
ADIAnalog Devices	Purchase$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▲ 92.3%+63.4 pts vs S&P	Filing for ADI on Nov 8, 2024
ATOAtmos Energy	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 26.1%−2.8 pts vs S&P	Filing for ATO on Nov 8, 2024
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 20.2%−8.7 pts vs S&P	Filing for BRK.B on Nov 8, 2024
AVGOBroadcom	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 84.0%+55.1 pts vs S&P	Filing for AVGO on Nov 8, 2024
AVGOBroadcom	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 84.0%+55.1 pts vs S&P	Filing for AVGO on Nov 8, 2024
CVXChevron Corporation	Sale (full)$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▲ 56.3%+27.3 pts vs S&P	Filing for CVX on Nov 8, 2024
CMICummins	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 46.2%+17.2 pts vs S&P	Filing for CMI on Nov 8, 2024
CMICummins	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 46.2%+17.2 pts vs S&P	Filing for CMI on Nov 8, 2024
ELVElevance Health	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 1.6%−27.4 pts vs S&P	Filing for ELV on Nov 8, 2024
XOMExxonMobil	Sale (full)$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▲ 56.4%+27.4 pts vs S&P	Filing for XOM on Nov 8, 2024
HDThe Home Depot	Purchase$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▼ 13.9%−42.9 pts vs S&P	Filing for HD on Nov 8, 2024
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 80.6%+51.6 pts vs S&P	Filing for JNJ on Nov 8, 2024
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 47.9%+19.0 pts vs S&P	Filing for JPM on Nov 8, 2024
LINLinde plc	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 14.7%−14.2 pts vs S&P	Filing for LIN on Nov 8, 2024
LINLinde plc	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 14.7%−14.2 pts vs S&P	Filing for LIN on Nov 8, 2024
LMTLockheed Martin	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 19.9%−9.1 pts vs S&P	Filing for LMT on Nov 8, 2024
MCDMcDonald's	Purchase$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▼ 7.9%−36.9 pts vs S&P	Filing for MCD on Nov 8, 2024
MRKMerck & Co.	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 49.0%+20.0 pts vs S&P	Filing for MRK on Nov 8, 2024
METAMeta Platforms	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 5.7%−23.2 pts vs S&P	Filing for META on Nov 8, 2024
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 40.5%+11.5 pts vs S&P	Filing for NVDA on Nov 8, 2024
ORCLOracle Corporation	Purchase$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▼ 32.2%−61.2 pts vs S&P	Filing for ORCL on Nov 8, 2024
PEPPepsiCo	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▼ 10.0%−39.0 pts vs S&P	Filing for PEP on Nov 8, 2024
PEPPepsiCo	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▼ 10.0%−39.0 pts vs S&P	Filing for PEP on Nov 8, 2024
QCOMQualcomm	Purchase$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▲ 0.4%−28.5 pts vs S&P	Filing for QCOM on Nov 8, 2024
SBCFSeacoast Banking Corp Of Florida	Sale (full)$15,001 - $50,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 20.0%−8.9 pts vs S&P	Filing for SBCF on Nov 8, 2024
SBCFSeacoast Banking Corp Of Florida	Sale (full)$50,001 - $100,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▲ 20.0%−8.9 pts vs S&P	Filing for SBCF on Nov 8, 2024
SHWSherwin-Williams	Purchase$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▼ 10.2%−39.1 pts vs S&P	Filing for SHW on Nov 8, 2024
SHWSherwin-Williams	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▼ 10.2%−39.1 pts vs S&P	Filing for SHW on Nov 8, 2024
SHWSherwin-Williams	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▼ 10.2%−39.1 pts vs S&P	Filing for SHW on Nov 8, 2024
TXNTexas Instruments	Purchase$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	—	Filing for TXN on Nov 8, 2024
TMUST-Mobile US	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▼ 31.9%−60.9 pts vs S&P	Filing for TMUS on Nov 8, 2024
TSCOTractor Supply	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▼ 37.2%−66.2 pts vs S&P	Filing for TSCO on Nov 8, 2024
TSCOTractor Supply	Purchase$1,001 - $15,000 · Dependent child	Dec 9, 2024	Nov 8, 2024	▼ 37.2%−66.2 pts vs S&P	Filing for TSCO on Nov 8, 2024
WSTWest Pharmaceutical Services	Sale (full)$1,001 - $15,000	Dec 9, 2024	Nov 8, 2024	▲ 27.3%−1.6 pts vs S&P	Filing for WST on Nov 8, 2024
CMCSAComcast	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 17, 2024	▼ 31.5%−70.4 pts vs S&P	Filing for CMCSA on Jul 17, 2024
ABTAbbott Laboratories	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 10.7%−28.8 pts vs S&P	Filing for ABT on Jul 5, 2024
ALLAllstate	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 72.5%+32.9 pts vs S&P	Filing for ALL on Jul 5, 2024
AMZNAmazon	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 26.0%−13.5 pts vs S&P	Filing for AMZN on Jul 5, 2024
AMZNAmazon	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 26.0%−13.5 pts vs S&P	Filing for AMZN on Jul 5, 2024
AVGOBroadcom	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 99.1%+59.6 pts vs S&P	Filing for AVGO on Jul 5, 2024
CBChubb Limited	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 48.5%+9.0 pts vs S&P	Filing for CB on Jul 5, 2024
CMCSAComcast	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▼ 26.6%−66.1 pts vs S&P	Filing for CMCSA on Jul 5, 2024
FDSFactset Research Systems Inc	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▼ 18.8%−58.3 pts vs S&P	Filing for FDS on Jul 5, 2024
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 72.2%+32.7 pts vs S&P	Filing for JPM on Jul 5, 2024
LOWLowe's	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 4.7%−34.8 pts vs S&P	Filing for LOW on Jul 5, 2024
MAMastercard	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 46.1%+6.6 pts vs S&P	Filing for MA on Jul 5, 2024
MDLZMondelez International	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 4.8%−34.7 pts vs S&P	Filing for MDLZ on Jul 5, 2024
NOCNorthrop Grumman	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 31.3%−8.2 pts vs S&P	Filing for NOC on Jul 5, 2024
ORCLOracle Corporation	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▼ 10.9%−50.5 pts vs S&P	Filing for ORCL on Jul 5, 2024
PNCPNC Financial Services	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 59.8%+20.2 pts vs S&P	Filing for PNC on Jul 5, 2024
SHWSherwin-Williams	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 17.7%−21.8 pts vs S&P	Filing for SHW on Jul 5, 2024
SHWSherwin-Williams	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 17.7%−21.8 pts vs S&P	Filing for SHW on Jul 5, 2024
SNASnap-on	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 50.1%+10.6 pts vs S&P	Filing for SNA on Jul 5, 2024
SOSouthern Company	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 29.2%−10.3 pts vs S&P	Filing for SO on Jul 5, 2024
TDToronto Dominion Bank	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	—	Filing for TD on Jul 5, 2024
WMWaste Management	Purchase$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 15.5%−24.0 pts vs S&P	Filing for WM on Jul 5, 2024
WECWEC Energy Group	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▲ 60.0%+20.5 pts vs S&P	Filing for WEC on Jul 5, 2024
ZTSZoetis	Sale (full)$1,001 - $15,000	Aug 19, 2024	Jul 5, 2024	▼ 50.6%−90.1 pts vs S&P	Filing for ZTS on Jul 5, 2024
ALLAllstate	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 72.5%+32.9 pts vs S&P	Filing for ALL on Jul 5, 2024
ALLAllstate	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 72.5%+32.9 pts vs S&P	Filing for ALL on Jul 5, 2024
AMZNAmazon	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 26.0%−13.5 pts vs S&P	Filing for AMZN on Jul 5, 2024
AMZNAmazon	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 26.0%−13.5 pts vs S&P	Filing for AMZN on Jul 5, 2024
ATOAtmos Energy	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 59.7%+20.1 pts vs S&P	Filing for ATO on Jul 5, 2024
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 35.5%−4.0 pts vs S&P	Filing for BRK.B on Jul 5, 2024
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 35.5%−4.0 pts vs S&P	Filing for BRK.B on Jul 5, 2024
AVGOBroadcom	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 99.1%+59.6 pts vs S&P	Filing for AVGO on Jul 5, 2024
AVGOBroadcom	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 99.1%+59.6 pts vs S&P	Filing for AVGO on Jul 5, 2024
CMCSAComcast	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▼ 26.6%−66.1 pts vs S&P	Filing for CMCSA on Jul 5, 2024
ELVElevance Health	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▼ 18.8%−58.4 pts vs S&P	Filing for ELV on Jul 5, 2024
FDSFactset Research Systems Inc	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▼ 18.8%−58.3 pts vs S&P	Filing for FDS on Jul 5, 2024
FDSFactset Research Systems Inc	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▼ 18.8%−58.3 pts vs S&P	Filing for FDS on Jul 5, 2024
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 72.2%+32.7 pts vs S&P	Filing for JPM on Jul 5, 2024
LINLinde plc	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 21.4%−18.2 pts vs S&P	Filing for LIN on Jul 5, 2024
LINLinde plc	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 21.4%−18.2 pts vs S&P	Filing for LIN on Jul 5, 2024
MAMastercard	Sale (partial)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 46.1%+6.6 pts vs S&P	Filing for MA on Jul 5, 2024
MAMastercard	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 46.1%+6.6 pts vs S&P	Filing for MA on Jul 5, 2024
MDLZMondelez International	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 4.8%−34.7 pts vs S&P	Filing for MDLZ on Jul 5, 2024
NOCNorthrop Grumman	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 31.3%−8.2 pts vs S&P	Filing for NOC on Jul 5, 2024
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 64.8%+25.3 pts vs S&P	Filing for NVDA on Jul 5, 2024
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 64.8%+25.3 pts vs S&P	Filing for NVDA on Jul 5, 2024
ORCLOracle Corporation	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▼ 10.9%−50.5 pts vs S&P	Filing for ORCL on Jul 5, 2024
ORCLOracle Corporation	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▼ 10.9%−50.5 pts vs S&P	Filing for ORCL on Jul 5, 2024
PNCPNC Financial Services	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 59.8%+20.2 pts vs S&P	Filing for PNC on Jul 5, 2024
ROPRoper Technologies	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▼ 13.8%−53.3 pts vs S&P	Filing for ROP on Jul 5, 2024
SHWSherwin-Williams	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 17.7%−21.8 pts vs S&P	Filing for SHW on Jul 5, 2024
SOSouthern Company	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 29.2%−10.3 pts vs S&P	Filing for SO on Jul 5, 2024
SOSouthern Company	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 29.2%−10.3 pts vs S&P	Filing for SO on Jul 5, 2024
TDToronto Dominion Bank	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	—	Filing for TD on Jul 5, 2024
GWWW. W. Grainger	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 54.5%+15.0 pts vs S&P	Filing for GWW on Jul 5, 2024
WMWaste Management	Sale (partial)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 15.5%−24.0 pts vs S&P	Filing for WM on Jul 5, 2024
WECWEC Energy Group	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▲ 60.0%+20.5 pts vs S&P	Filing for WEC on Jul 5, 2024
ZTSZoetis	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▼ 50.6%−90.1 pts vs S&P	Filing for ZTS on Jul 5, 2024
ZTSZoetis	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 5, 2024	▼ 50.6%−90.1 pts vs S&P	Filing for ZTS on Jul 5, 2024
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 53.8%+11.9 pts vs S&P	Filing for GOOGL on Jul 1, 2024
BBYBest Buy	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 27.4%−14.5 pts vs S&P	Filing for BBY on Jul 1, 2024
ELVElevance Health	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▼ 19.5%−61.4 pts vs S&P	Filing for ELV on Jul 1, 2024
FDSFactset Research Systems Inc	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▼ 16.4%−58.3 pts vs S&P	Filing for FDS on Jul 1, 2024
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 93.2%+51.3 pts vs S&P	Filing for JNJ on Jul 1, 2024
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 72.6%+30.7 pts vs S&P	Filing for JPM on Jul 1, 2024
LMTLockheed Martin	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 45.9%+4.0 pts vs S&P	Filing for LMT on Jul 1, 2024
MDLZMondelez International	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 7.6%−34.3 pts vs S&P	Filing for MDLZ on Jul 1, 2024
NEENextEra Energy	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 28.4%−13.5 pts vs S&P	Filing for NEE on Jul 1, 2024
NOCNorthrop Grumman	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 31.2%−10.7 pts vs S&P	Filing for NOC on Jul 1, 2024
PNCPNC Financial Services	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 60.1%+18.2 pts vs S&P	Filing for PNC on Jul 1, 2024
SNASnap-on	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 49.2%+7.3 pts vs S&P	Filing for SNA on Jul 1, 2024
TDToronto Dominion Bank	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	—	Filing for TD on Jul 1, 2024
TSCOTractor Supply	Purchase$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▼ 32.1%−74.0 pts vs S&P	Filing for TSCO on Jul 1, 2024
WECWEC Energy Group	Sale (full)$1,001 - $15,000 · Dependent child	Aug 6, 2024	Jul 1, 2024	▲ 60.3%+18.4 pts vs S&P	Filing for WEC on Jul 1, 2024
ABTAbbott Laboratories	Sale (full)$1,001 - $15,000	Aug 21, 2024	Feb 13, 2024	▲ 4.0%−53.7 pts vs S&P	Filing for ABT on Feb 13, 2024

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	−0.4%	−1.2%	43%	286	+0.5% (286)
Purchases	90 days	+0.7%	−1.3%	46%	286	+1.2% (285)
Sales	30 days	+1.3%	+1.3%	56%	156	+0.3% (156)
Sales	90 days	−0.2%	+1.0%	52%	156	+0.2% (154)

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 Aug 27, 2026 3 stock or option trades · AMAT, STE, GWW
Report filed Jul 26, 2026 16 stock or option trades · AMAT, HCA, HD, META, MSFT, MNST, SPGI, SPCX
Report filed Jun 19, 2026 4 stock or option trades · COR, GILD
Report filed Apr 30, 2026 50 stock or option trades · ACN, AXP, ASML, ADP, AVGO, BRO, CAT, COR, CB, CMI, GE, GD
Report filed Mar 30, 2026 3 stock or option trades · ROP
Report filed Jan 16, 2026 8 stock or option trades · ATO, MCK, PEP, PEG, SO
Report filed Nov 22, 2025 30 stock or option trades · AXP, AVGO, CARR, CSCO, DELL, GS, JNJ, MCK, SHW, TSM, TXN
Report filed Jun 27, 2025 7 stock or option trades · HCA, CI, UNH
Report filed May 9, 2025 35 stock or option trades · ABBV, ACN, AMZN, AMGN, ADI, CARR, CAT, GS, HON, ITW, LECO, LIN
Report filed Apr 8, 2025 13 stock or option trades · AVGO, ELV, NVDA, TJX
Report filed Mar 6, 2025 1 stock or option trade · WST
Report filed Feb 10, 2025 18 stock or option trades · ABT, ABBV, GS, MCK, MRK, SYK
Report filed Dec 9, 2024 40 stock or option trades · AOS, ACN, GOOGL, AMZN, ADI, ATO, BRK.B, AVGO, CVX, CMI, ELV, XOM
Report filed Aug 21, 2024 83 stock or option trades · AOS, ABT, ACN, APD, GOOGL, AMGN, ADI, AAPL, ATO, ADP, BRK.B, BRO
Report filed Aug 19, 2024 23 stock or option trades · ABT, ALL, AMZN, AVGO, CB, CMCSA, FDS, JPM, LOW, MA, MDLZ, NOC
Report filed Aug 6, 2024 61 stock or option trades · APD, ALL, GOOGL, AMZN, ATO, BRK.B, BBY, AVGO, CMCSA, ELV, FDS, JNJ
Report filed Jan 22, 2024 34 stock or option trades · GOOGL, ADI, BBY, DG, LLY, HRL, JKHY, MDT, MRK, META, PFE, ROP
Report filed Oct 12, 2023 4 stock or option trades · CMI, TGT
Report filed May 12, 2023 5 stock or option trades · ADI, KMB, PEG, ROP, SHW
Report filed Apr 12, 2023 5 stock or option trades · ADI, SBCF
Report filed Mar 10, 2023 19 stock or option trades · BBY, BRO, CB, COST, DG, HRL, ITW, INTC, MRK, NEE, PEP, PFE

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