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John B. Larson: stock trades

Democrat, Representative for CT's 1st 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.

  • Health Care28% of trades 7
  • Technology20% of trades 5
  • Consumer Discretionary12% of trades 3
  • Consumer Staples12% of trades 3
  • Energy12% of trades 3
  • Financials8% of trades 2

Would copying John B. Larson’s trades have beaten the S&P 500?

Too few trades to judge. None of their purchases has six months of prices after the report; we rank members once they have 20. The figures below are shown for completeness and can swing a long way on a handful of trades. Reports arrived a median of 44 days after the trade.

MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 0 — — — — Not enough data
Purchases, 6 months after the report 0 — — — — Not enough data
Purchases, 3 months after the trade 0 — — — — Not enough data
Purchases, 6 months after the trade 0 — — — — Not enough data
Sales, 6 months after the report 22 +3.0% +3.5% 45% 0.70 Not enough data

“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 John B. Larson 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.
AAPLApple Inc. 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
ADBEAdobe Inc. 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
APHAmphenol 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
COSTCostco 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
DHRDanaher Corporation 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
ENBEnbridge Inc 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
FTVFortive 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
HDThe Home Depot 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
ILMNIllumina, Inc. 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
IQVIQVIA 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
JPMJPMorgan Chase 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
KMIKinder Morgan 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
MAMastercard 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
MCDMcDonald's 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
MDLZMondelez International 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
MSFTMicrosoft Corporation 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
MTDMettler Toledo 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
SBUXStarbucks 0 1$1,001–$15,000 Dec 18, 2020 Dec 18, 2020 —
SSNCSS&C Technologies Holdings Inc 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
STZConstellation Brands 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
TMOThermo Fisher Scientific 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
TRPTC Energy Corp 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
UNHUnitedHealth Group 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
WYWeyerhaeuser 0 1$1,001–$15,000 Dec 18, 2019 Dec 18, 2019 —
ZTSZoetis 0 1$15,001–$50,000 Dec 18, 2019 Dec 18, 2019 —

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.

Report
SBUXStarbucks Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2020date after report — Filing
ADBEAdobe Inc. Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▼ 23.9%−184.7 pts vs S&P Filing
APHAmphenol Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 568.8%+408.0 pts vs S&P Filing
AAPLApple Inc. Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 391.8%+231.0 pts vs S&P Filing
STZConstellation Brands Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▼ 14.4%−175.2 pts vs S&P Filing
COSTCostco Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 285.4%+124.7 pts vs S&P Filing
DHRDanaher Corporation Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 78.8%−82.0 pts vs S&P Filing
ENBEnbridge Inc Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 92.4%−68.4 pts vs S&P Filing
FTVFortive Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 42.4%−118.4 pts vs S&P Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 79.8%−81.0 pts vs S&P Filing
ILMNIllumina, Inc. Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▼ 25.1%−185.8 pts vs S&P Filing
IQVIQVIA Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 77.9%−82.9 pts vs S&P Filing
JPMJPMorgan Chase Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 193.4%+32.7 pts vs S&P Filing
KMIKinder Morgan Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 — Filing
MAMastercard Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 128.6%−32.2 pts vs S&P Filing
MCDMcDonald's Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 57.1%−103.7 pts vs S&P Filing
MTDMettler Toledo Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 118.6%−42.2 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 258.5%+97.7 pts vs S&P Filing
MDLZMondelez International Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 43.5%−117.3 pts vs S&P Filing
SSNCSS&C Technologies Holdings Inc Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 44.4%−116.3 pts vs S&P Filing
TRPTC Energy Corp Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 — Filing
TMOThermo Fisher Scientific Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 122.3%−38.5 pts vs S&P Filing
UNHUnitedHealth Group Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▲ 54.2%−106.6 pts vs S&P Filing
WYWeyerhaeuser Sale (full)$1,001 - $15,000 Jan 31, 2020 Dec 18, 2019 ▼ 11.5%−172.3 pts vs S&P Filing
ZTSZoetis Sale (full)$15,001 - $50,000 Jan 31, 2020 Dec 18, 2019 ▼ 29.7%−190.5 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
Sales 30 days +1.4% +0.9% 55% 22 +0.2% (22)
Sales 90 days +0.9% +1.0% 55% 22 +2.4% (22)

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.

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