John H. Rutherford: stock trades

Republican, Representative for FL's 4th 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.

Financials17% of trades 33 trades: 17 purchases, 16 sales
Health Care13% of trades 25 trades: 13 purchases, 12 sales
Consumer Staples10% of trades 20 trades: 8 purchases, 12 sales
Industrials10% of trades 19 trades: 9 purchases, 10 sales
Energy9% of trades 17 trades: 11 purchases, 6 sales
Technology8% of trades 16 trades: 7 purchases, 9 sales

Would copying John H. Rutherford’s trades have beaten the S&P 500?

Copying John H. Rutherford’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on May 16, 2017 into $11,387 by November 2, 2026, against $36,522 in the S&P 500: +1.4% a year against +14.7%, with a beta of 1.20. Selling each purchase after 6 months instead would have made +13.0% a year. Six months after each report, the average share purchase was +1.3% against the S&P 500 (median −0.6%), 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 +1.4%. Reports arrived a median of 34 days after the trade. 10 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 John H. RutherfordS&P 500, buy and hold $10,000 copying John H. Rutherford’s disclosed holdings from May 16, 2017, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.

John H. Rutherford: 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	96	+2.7%	+2.5%	61%	2.25	No reliable evidence
Purchases, 6 months after the report	96	+1.3%	−0.6%	46%	0.85	No reliable evidence
Purchases, 3 months after the trade	96	+1.6%	+1.1%	56%	1.82	No reliable evidence
Purchases, 6 months after the trade	96	+1.4%	−1.0%	46%	0.88	No reliable evidence
Sales, 6 months after the report	100	+0.5%	−0.2%	50%	0.38	No reliable evidence

Return a year, copying: +1.4%
S&P 500, same dates: +14.7%
Yearly swing (S&P 500): 40% (18%)
Sharpe ratio (S&P 500): 0.17 (0.69)
Biggest drop (S&P 500): −58% (−34%)
Market sensitivity (beta): 1.20

“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 H. Rutherford 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.

John H. Rutherford: companies traded

BMYBristol Myers Squibb	3$3,003–$45,000	2$2,002–$30,000	Aug 16, 2017	Mar 16, 2022	▲ 50.1%−202.2 pts vs S&P
BCEBCE Inc	1$1,001–$15,000	3$3,003–$45,000	Jul 11, 2017	Mar 16, 2022	—
VALEVale S.a.	2$2,002–$30,000	2$2,002–$30,000	Jun 22, 2020	Mar 16, 2022	—
BTIBritish American Tobacco P.l.c.	1$1,001–$15,000	2$2,002–$30,000	Jul 11, 2017	Mar 16, 2022	—
CMCSAComcast	1$1,001–$15,000	2$2,002–$30,000	Aug 18, 2020	Feb 23, 2021	▼ 29.4%−171.8 pts vs S&P
CVXChevron Corporation	2$2,002–$30,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 220.5%−33.7 pts vs S&P
DALDelta Air Lines	2$2,002–$30,000	1$1,001–$15,000	Dec 28, 2017	Apr 19, 2018	▲ 62.4%−159.1 pts vs S&P
ETNEaton Corporation	1$1,001–$15,000	2$2,002–$30,000	Jul 17, 2017	Aug 23, 2018	▲ 488.4%+234.2 pts vs S&P
HDThe Home Depot	1$1,001–$15,000	2$2,002–$30,000	Jul 17, 2017	Mar 16, 2022	▲ 170.5%−83.7 pts vs S&P
HMCHonda Motor Co LTD	2$2,002–$30,000	1$1,001–$15,000	Jul 11, 2017	Nov 19, 2019	—
MSFTMicrosoft Corporation	1$1,001–$15,000	2$2,002–$30,000	Jul 17, 2017	Feb 23, 2021	▲ 687.0%+432.8 pts vs S&P
PLDPrologis	1$1,001–$15,000	2$2,002–$30,000	Jul 17, 2017	Mar 16, 2022	▲ 184.7%−69.5 pts vs S&P
USBU.S. Bancorp	2$2,002–$30,000	1$1,001–$15,000	Jul 17, 2017	Feb 17, 2022	▲ 64.0%−190.2 pts vs S&P
ABBVAbbVie	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 473.2%+219.0 pts vs S&P
AEPAmerican Electric Power	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Oct 21, 2020	▲ 160.8%−93.4 pts vs S&P
AFLAflac	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Feb 17, 2022	▲ 294.2%+40.0 pts vs S&P
AJGArthur J. Gallagher & Co.	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 443.4%+189.1 pts vs S&P
AMGNAmgen	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Feb 17, 2022	▲ 243.2%−11.0 pts vs S&P
APDAir Products	2$2,002–$30,000	0	Nov 13, 2017	Nov 13, 2017	▲ 139.9%−95.2 pts vs S&P
ASXASE Technology Holding Co., Ltd.	1$1,001–$15,000	1$1,001–$15,000	Aug 14, 2017	Mar 16, 2022	—
AZNAstrazeneca PLC	1$1,001–$15,000	1$1,001–$15,000	Jul 11, 2017	Jan 15, 2020	—
BLKBlackRock	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 243.2%−11.1 pts vs S&P
CATCaterpillar Inc.	1$1,001–$15,000	1$1,001–$15,000	Sep 19, 2019	Mar 16, 2022	▲ 451.1%+273.0 pts vs S&P
CCICrown Castle	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 31.9%−222.3 pts vs S&P
CMSCMS Energy	1$1,001–$15,000	1$1,001–$15,000	Jul 24, 2018	Sep 19, 2019	▲ 88.6%−114.6 pts vs S&P
CSCOCisco	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Feb 23, 2021	▲ 326.4%+72.1 pts vs S&P
CTVACorteva, Inc.	0	2$2,002–$30,000	Jan 21, 2021	Feb 17, 2022	—
CVSCVS Health	1$1,001–$15,000	1$1,001–$15,000	Jan 15, 2020	Mar 16, 2022	▲ 52.1%−100.6 pts vs S&P
DOWDow Inc.	1$1,001–$15,000	1$1,001–$15,000	Feb 17, 2022	Mar 23, 2022	▼ 28.1%−111.9 pts vs S&P
EMNEastman Chemical Co	1$1,001–$15,000	1$1,001–$15,000	Oct 28, 2019	Mar 16, 2022	▲ 9.1%−165.7 pts vs S&P
EVRGEvergy	1$1,001–$15,000	1$1,001–$15,000	Feb 17, 2022	Mar 16, 2022	▲ 69.1%−14.7 pts vs S&P
EXCExelon	1$1,001–$15,000	1$1,001–$15,000	Oct 25, 2017	Jun 20, 2018	▲ 118.5%−120.5 pts vs S&P
GEGE Aerospace	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Nov 13, 2017	▲ 170.1%−84.2 pts vs S&P
GSKGSK plc	1$1,001–$15,000	1$1,001–$15,000	Jul 11, 2017	Feb 17, 2022	—
HPQHP Inc.	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 106.9%−147.3 pts vs S&P
INTCIntel	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 111.8%−142.4 pts vs S&P
JNJJohnson & Johnson	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 158.9%−95.4 pts vs S&P
JPMJPMorgan Chase	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Feb 23, 2021	▲ 370.3%+116.1 pts vs S&P
KEYKeyCorp	1$1,001–$15,000	1$1,001–$15,000	Mar 19, 2019	Mar 16, 2022	▲ 73.4%−124.5 pts vs S&P
KMBKimberly-Clark	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Dec 28, 2017	▲ 19.1%−235.1 pts vs S&P
KMIKinder Morgan	1$1,001–$15,000	1$1,001–$15,000	Sep 25, 2018	Mar 16, 2022	—
KOThe Coca-Cola Company	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Feb 23, 2021	▲ 182.0%−72.3 pts vs S&P
LMTLockheed Martin	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Feb 23, 2021	▲ 183.9%−70.4 pts vs S&P
LVSLas Vegas Sands	1$1,001–$15,000	1$1,001–$15,000	Mar 17, 2020	Feb 17, 2022	—
MCDMcDonald's	1$1,001–$15,000	1$1,001–$15,000	Feb 17, 2022	Mar 16, 2022	▲ 16.8%−67.0 pts vs S&P
MDLZMondelez International	1$1,001–$15,000	1$1,001–$15,000	Feb 14, 2018	Mar 16, 2022	▲ 89.2%−130.2 pts vs S&P
MDTMedtronic	1$1,001–$15,000	1$1,001–$15,000	May 16, 2018	Mar 16, 2022	▲ 45.5%−169.5 pts vs S&P
METMetLife	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 178.4%−75.9 pts vs S&P
MFCManulife Financial Corp	1$1,001–$15,000	1$1,001–$15,000	Jul 11, 2017	Feb 17, 2022	—
MOAltria	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 102.6%−151.7 pts vs S&P
MPCMarathon Petroleum	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	May 16, 2018	▲ 940.0%+685.8 pts vs S&P
MRKMerck & Co.	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 219.2%−35.1 pts vs S&P
NCLHNorwegian Cruise Line Holdings	2$16,002–$65,000	0	May 11, 2020	Mar 1, 2021	▲ 47.6%−134.3 pts vs S&P
NSCNorfolk Southern	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Oct 25, 2017	▲ 233.6%−20.6 pts vs S&P
OGEOGE Energy Corp.	1$1,001–$15,000	1$1,001–$15,000	Apr 18, 2018	Mar 19, 2019	▲ 115.9%−101.3 pts vs S&P
PEPPepsiCo	1$1,001–$15,000	1$1,001–$15,000	Oct 24, 2018	Mar 16, 2022	▲ 56.2%−164.1 pts vs S&P
PFEPfizer	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Feb 17, 2022	▲ 45.1%−209.1 pts vs S&P
PGProcter & Gamble	0	2$2,002–$30,000	Feb 17, 2022	Mar 16, 2022	—
PNCPNC Financial Services	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 146.7%−107.5 pts vs S&P
PRUPrudential Financial	1$1,001–$15,000	1$1,001–$15,000	Jul 17, 2017	Mar 16, 2022	▲ 64.9%−189.4 pts vs S&P

The 60 most traded of 104 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. Click a column heading to sort.

John H. Rutherford: trades in companies we cover
					Report
DOWDow Inc.	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 23, 2022	▼ 31.3%−111.8 pts vs S&P	Filing for DOW on Mar 23, 2022
ABBVAbbVie	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 116.2%+31.8 pts vs S&P	Filing for ABBV on Mar 16, 2022
MOAltria	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 115.2%+30.8 pts vs S&P	Filing for MO on Mar 16, 2022
AJGArthur J. Gallagher & Co.	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 75.7%−8.7 pts vs S&P	Filing for AJG on Mar 16, 2022
ASXASE Technology Holding Co., Ltd.	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	—	Filing for ASX on Mar 16, 2022
BCEBCE Inc	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	—	Filing for BCE on Mar 16, 2022
BLKBlackRock	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 77.3%−7.2 pts vs S&P	Filing for BLK on Mar 16, 2022
BMYBristol Myers Squibb	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 8.1%−76.4 pts vs S&P	Filing for BMY on Mar 16, 2022
BTIBritish American Tobacco P.l.c.	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	—	Filing for BTI on Mar 16, 2022
AVGOBroadcom	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 494.0%+409.6 pts vs S&P	Filing for AVGO on Mar 16, 2022
CATCaterpillar Inc.	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 211.6%+127.2 pts vs S&P	Filing for CAT on Mar 16, 2022
CECelanese Corp	Sale (full)$15,001 - $50,000	Apr 19, 2022	Mar 16, 2022	▼ 62.0%−146.5 pts vs S&P	Filing for CE on Mar 16, 2022
CVXChevron Corporation	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 71.1%−13.4 pts vs S&P	Filing for CVX on Mar 16, 2022
CCICrown Castle	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▼ 37.3%−121.7 pts vs S&P	Filing for CCI on Mar 16, 2022
CVSCVS Health	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 0.5%−84.0 pts vs S&P	Filing for CVS on Mar 16, 2022
EMNEastman Chemical Co	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▼ 26.5%−111.0 pts vs S&P	Filing for EMN on Mar 16, 2022
EVRGEvergy	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 58.1%−26.3 pts vs S&P	Filing for EVRG on Mar 16, 2022
XOMExxonMobil	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 168.5%+84.1 pts vs S&P	Filing for XOM on Mar 16, 2022
FITBFifth Third Bancorp	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 36.5%−48.0 pts vs S&P	Filing for FITB on Mar 16, 2022
FNFFidelity National Financial, Inc.	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 8.7%−75.7 pts vs S&P	Filing for FNF on Mar 16, 2022
GDGeneral Dynamics	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 80.7%−3.7 pts vs S&P	Filing for GD on Mar 16, 2022
HDThe Home Depot	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 12.7%−71.8 pts vs S&P	Filing for HD on Mar 16, 2022
HPQHP Inc.	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▼ 7.3%−91.8 pts vs S&P	Filing for HPQ on Mar 16, 2022
INTCIntel	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 38.8%−45.6 pts vs S&P	Filing for INTC on Mar 16, 2022
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 73.0%−11.5 pts vs S&P	Filing for JNJ on Mar 16, 2022
KEYKeyCorp	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 9.4%−75.0 pts vs S&P	Filing for KEY on Mar 16, 2022
KMIKinder Morgan	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	—	Filing for KMI on Mar 16, 2022
MCDMcDonald's	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 22.4%−62.0 pts vs S&P	Filing for MCD on Mar 16, 2022
MDTMedtronic	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 7.4%−77.0 pts vs S&P	Filing for MDT on Mar 16, 2022
MRKMerck & Co.	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 110.4%+26.0 pts vs S&P	Filing for MRK on Mar 16, 2022
METMetLife	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 70.8%−13.6 pts vs S&P	Filing for MET on Mar 16, 2022
MDLZMondelez International	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 20.2%−64.2 pts vs S&P	Filing for MDLZ on Mar 16, 2022
PEPPepsiCo	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▼ 0.1%−84.6 pts vs S&P	Filing for PEP on Mar 16, 2022
PMPhilip Morris International	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 175.5%+91.0 pts vs S&P	Filing for PM on Mar 16, 2022
PNCPNC Financial Services	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 42.8%−41.6 pts vs S&P	Filing for PNC on Mar 16, 2022
PGProcter & Gamble	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 22.2%−62.2 pts vs S&P	Filing for PG on Mar 16, 2022
PLDPrologis	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▼ 3.9%−88.4 pts vs S&P	Filing for PLD on Mar 16, 2022
PRUPrudential Financial	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 30.1%−54.3 pts vs S&P	Filing for PRU on Mar 16, 2022
PEGPublic Service Enterprise Group	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 25.3%−59.1 pts vs S&P	Filing for PEG on Mar 16, 2022
RTXRTX Corporation	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 134.0%+49.6 pts vs S&P	Filing for RTX on Mar 16, 2022
SOSouthern Company	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 60.8%−23.7 pts vs S&P	Filing for SO on Mar 16, 2022
TMToyota Motor Corp/	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	—	Filing for TM on Mar 16, 2022
TFCTruist Financial	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 3.6%−80.8 pts vs S&P	Filing for TFC on Mar 16, 2022
TSNTyson Foods	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▼ 24.6%−109.1 pts vs S&P	Filing for TSN on Mar 16, 2022
UGIUGI Corp	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 33.0%−51.5 pts vs S&P	Filing for UGI on Mar 16, 2022
VALEVale S.a.	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	—	Filing for VALE on Mar 16, 2022
VZVerizon	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 16.7%−67.8 pts vs S&P	Filing for VZ on Mar 16, 2022
WPCW. P. Carey Inc.	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 9.2%−75.3 pts vs S&P	Filing for WPC on Mar 16, 2022
WMTWalmart	Sale (full)$1,001 - $15,000	Apr 19, 2022	Mar 16, 2022	▲ 173.1%+88.7 pts vs S&P	Filing for WMT on Mar 16, 2022
RTXRTX Corporation	Purchase$1,001 - $15,000	Mar 16, 2022	Feb 24, 2022	▲ 137.9%+50.3 pts vs S&P	Filing for RTX on Feb 24, 2022
AFLAflac	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 116.7%+32.9 pts vs S&P	Filing for AFL on Feb 17, 2022
AMCRAmcor	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 1.7%−82.1 pts vs S&P	Filing for AMCR on Feb 17, 2022
AMGNAmgen	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 139.1%+55.3 pts vs S&P	Filing for AMGN on Feb 17, 2022
BCEBCE Inc	Sale (partial)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	—	Filing for BCE on Feb 17, 2022
BTIBritish American Tobacco P.l.c.	Sale (partial)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	—	Filing for BTI on Feb 17, 2022
CVXChevron Corporation	Purchase$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 101.9%+18.1 pts vs S&P	Filing for CVX on Feb 17, 2022
CTVACorteva, Inc.	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 61.0%−22.8 pts vs S&P	Filing for CTVA on Feb 17, 2022
DOWDow Inc.	Purchase$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▼ 28.1%−111.9 pts vs S&P	Filing for DOW on Feb 17, 2022
EVRGEvergy	Purchase$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 69.1%−14.7 pts vs S&P	Filing for EVRG on Feb 17, 2022
GSKGSK plc	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	—	Filing for GSK on Feb 17, 2022
HDThe Home Depot	Sale (partial)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 7.8%−76.0 pts vs S&P	Filing for HD on Feb 17, 2022
LVSLas Vegas Sands	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	—	Filing for LVS on Feb 17, 2022
MFCManulife Financial Corp	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	—	Filing for MFC on Feb 17, 2022
MCDMcDonald's	Purchase$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 16.8%−67.0 pts vs S&P	Filing for MCD on Feb 17, 2022
PFEPfizer	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▼ 21.5%−105.3 pts vs S&P	Filing for PFE on Feb 17, 2022
PSXPhillips 66	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 272.5%+188.7 pts vs S&P	Filing for PSX on Feb 17, 2022
PGProcter & Gamble	Sale (partial)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 14.5%−69.3 pts vs S&P	Filing for PG on Feb 17, 2022
TRIThomson Reuters Corp	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	—	Filing for TRI on Feb 17, 2022
TMToyota Motor Corp/	Sale (partial)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	—	Filing for TM on Feb 17, 2022
USBU.S. Bancorp	Sale (full)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 29.5%−54.3 pts vs S&P	Filing for USB on Feb 17, 2022
UGIUGI Corp	Purchase$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	▲ 24.8%−59.1 pts vs S&P	Filing for UGI on Feb 17, 2022
VALEVale S.a.	Sale (partial)$1,001 - $15,000	Mar 16, 2022	Feb 17, 2022	—	Filing for VALE on Feb 17, 2022
NCLHNorwegian Cruise Line Holdings	Purchase$15,001 - $50,000	Mar 8, 2021	Mar 1, 2021	▼ 42.0%−151.0 pts vs S&P	Filing for NCLH on Mar 1, 2021
CMCSAComcast	Sale (full)$1,001 - $15,000	Nov 19, 2021	Feb 23, 2021	▼ 42.9%−153.0 pts vs S&P	Filing for CMCSA on Feb 23, 2021
TAT&T	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 23, 2021	▲ 38.1%−72.0 pts vs S&P	Filing for T on Feb 23, 2021
BACBank of America	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 23, 2021	▲ 59.7%−50.4 pts vs S&P	Filing for BAC on Feb 23, 2021
CSCOCisco	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 23, 2021	▲ 164.8%+54.8 pts vs S&P	Filing for CSCO on Feb 23, 2021
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 23, 2021	▲ 122.5%+12.4 pts vs S&P	Filing for KO on Feb 23, 2021
COPConocoPhillips	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 23, 2021	▲ 236.3%+126.3 pts vs S&P	Filing for COP on Feb 23, 2021
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 23, 2021	▲ 157.7%+47.6 pts vs S&P	Filing for JPM on Feb 23, 2021
LMTLockheed Martin	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 23, 2021	▲ 116.5%+6.4 pts vs S&P	Filing for LMT on Feb 23, 2021
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 23, 2021	▲ 134.2%+24.1 pts vs S&P	Filing for MSFT on Feb 23, 2021
UBSUBS Group AG	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 23, 2021	—	Filing for UBS on Feb 23, 2021
WFCWells Fargo	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 23, 2021	▲ 161.3%+51.2 pts vs S&P	Filing for WFC on Feb 23, 2021
CMCSAComcast	Sale (full)$1,001 - $15,000	Mar 8, 2021	Feb 18, 2021	▼ 42.1%−150.4 pts vs S&P	Filing for CMCSA on Feb 18, 2021
CTVACorteva, Inc.	Sale (full)$1,001 - $15,000	Feb 2, 2021	Jan 21, 2021	▲ 100.6%−11.3 pts vs S&P	Filing for CTVA on Jan 21, 2021
TFCTruist Financial	Purchase$1,001 - $15,000	Feb 2, 2021	Jan 21, 2021	▲ 26.0%−85.9 pts vs S&P	Filing for TFC on Jan 21, 2021
AEPAmerican Electric Power	Sale (full)$1,001 - $15,000	Feb 2, 2021	Oct 21, 2020	▲ 77.4%−61.2 pts vs S&P	Filing for AEP on Oct 21, 2020
TSNTyson Foods	Purchase$1,001 - $15,000	Feb 2, 2021	Oct 21, 2020	▲ 15.1%−123.5 pts vs S&P	Filing for TSN on Oct 21, 2020
CMCSAComcast	Purchase$1,001 - $15,000	Oct 20, 2020	Aug 18, 2020	▼ 29.4%−171.8 pts vs S&P	Filing for CMCSA on Aug 18, 2020
VALEVale S.a.	Purchase$1,001 - $15,000	Nov 19, 2021	Jul 22, 2020	—	Filing for VALE on Jul 22, 2020
BMYBristol Myers Squibb	Purchase$1,001 - $15,000	Nov 19, 2021	Jul 21, 2020	▲ 32.0%−120.6 pts vs S&P	Filing for BMY on Jul 21, 2020
VALEVale S.a.	Purchase$1,001 - $15,000	Jul 29, 2020	Jun 22, 2020	—	Filing for VALE on Jun 22, 2020
BMYBristol Myers Squibb	Purchase$1,001 - $15,000	Jul 29, 2020	Jun 21, 2020	▲ 38.1%−126.1 pts vs S&P	Filing for BMY on Jun 21, 2020
NCLHNorwegian Cruise Line Holdings	Purchase$1,001 - $15,000	Jul 29, 2020	May 11, 2020	▲ 47.6%−134.3 pts vs S&P	Filing for NCLH on May 11, 2020
LVSLas Vegas Sands	Purchase$1,001 - $15,000	May 1, 2020	Mar 17, 2020	—	Filing for LVS on Mar 17, 2020
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000	May 1, 2020	Feb 24, 2020	▲ 223.0%+65.8 pts vs S&P	Filing for MSFT on Feb 24, 2020
AZNAstrazeneca PLC	Sale (full)$1,001 - $15,000	Jan 23, 2020	Jan 15, 2020	—	Filing for AZN on Jan 15, 2020
CVSCVS Health	Purchase$1,001 - $15,000	Jan 23, 2020	Jan 15, 2020	▲ 52.1%−100.6 pts vs S&P	Filing for CVS on Jan 15, 2020
HMCHonda Motor Co LTD	Sale (full)$1,001 - $15,000	Dec 18, 2019	Nov 19, 2019	—	Filing for HMC on Nov 19, 2019
EMNEastman Chemical Co	Purchase$1,001 - $15,000	Dec 18, 2019	Oct 28, 2019	▲ 9.1%−165.7 pts vs S&P	Filing for EMN on Oct 28, 2019
CATCaterpillar Inc.	Purchase$1,001 - $15,000	Sep 27, 2019	Sep 19, 2019	▲ 451.1%+273.0 pts vs S&P	Filing for CAT on Sep 19, 2019
CMSCMS Energy	Sale (full)$1,001 - $15,000	Sep 27, 2019	Sep 19, 2019	▲ 37.3%−140.8 pts vs S&P	Filing for CMS on Sep 19, 2019
BMYBristol Myers Squibb	Sale (full)$1,001 - $15,000	Aug 9, 2019	Jul 10, 2019	▲ 77.2%−103.2 pts vs S&P	Filing for BMY on Jul 10, 2019
VLOValero Energy	Purchase$1,001 - $15,000	Aug 9, 2019	Jul 10, 2019	▲ 516.8%+336.4 pts vs S&P	Filing for VLO on Jul 10, 2019
VODVodafone Group Public LTD Co	Sale (full)$1,001 - $15,000	Aug 9, 2019	May 30, 2019	—	Filing for VOD on May 30, 2019
TPRTapestry, Inc.	Purchase$1,001 - $15,000	May 10, 2019	Apr 24, 2019	▲ 360.1%+172.2 pts vs S&P	Filing for TPR on Apr 24, 2019
KEYKeyCorp	Purchase$1,001 - $15,000	Apr 2, 2019	Mar 19, 2019	▲ 73.4%−124.5 pts vs S&P	Filing for KEY on Mar 19, 2019
OGEOGE Energy Corp.	Sale (full)$1,001 - $15,000	Apr 2, 2019	Mar 19, 2019	▲ 63.8%−134.1 pts vs S&P	Filing for OGE on Mar 19, 2019
LLYLilly (Eli)	Sale (full)$1,001 - $15,000	Feb 28, 2019	Feb 20, 2019	▲ 1160.6%+957.0 pts vs S&P	Filing for LLY on Feb 20, 2019
SOSouthern Company	Purchase$1,001 - $15,000	Jan 31, 2019	Jan 3, 2019	▲ 185.4%−60.6 pts vs S&P	Filing for SO on Jan 3, 2019
PEPPepsiCo	Purchase$1,001 - $15,000	Oct 30, 2018	Oct 24, 2018	▲ 56.2%−164.1 pts vs S&P	Filing for PEP on Oct 24, 2018
QCOMQualcomm	Sale (full)$1,001 - $15,000	Oct 30, 2018	Oct 24, 2018	▲ 219.3%−1.0 pts vs S&P	Filing for QCOM on Oct 24, 2018
KMIKinder Morgan	Purchase$1,001 - $15,000	Oct 2, 2018	Sep 25, 2018	—	Filing for KMI on Sep 25, 2018
PLDPrologis	Sale (full)$1,001 - $15,000	Oct 2, 2018	Sep 25, 2018	▲ 142.2%−50.1 pts vs S&P	Filing for PLD on Sep 25, 2018
HMCHonda Motor Co LTD	Purchase$1,001 - $15,000	Aug 31, 2018	Aug 28, 2018	—	Filing for HMC on Aug 28, 2018
ETNEaton Corporation	Sale (full)$1,001 - $15,000	Aug 31, 2018	Aug 23, 2018	▲ 464.4%+265.7 pts vs S&P	Filing for ETN on Aug 23, 2018
VTRVentas	Purchase$1,001 - $15,000	Aug 31, 2018	Aug 23, 2018	▲ 103.2%−95.5 pts vs S&P	Filing for VTR on Aug 23, 2018
CMSCMS Energy	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 24, 2018	▲ 88.6%−114.6 pts vs S&P	Filing for CMS on Jul 24, 2018
ETNEaton Corporation	Sale (full)$1,001 - $15,000	Aug 20, 2018	Jul 24, 2018	▲ 489.7%+286.6 pts vs S&P	Filing for ETN on Jul 24, 2018
HBANHuntington Bancshares	Purchase$1,001 - $15,000	Aug 20, 2018	Jun 21, 2018	▲ 47.1%−164.3 pts vs S&P	Filing for HBAN on Jun 21, 2018
EXCExelon	Sale (full)$1,001 - $15,000	Aug 20, 2018	Jun 20, 2018	▲ 104.2%−105.2 pts vs S&P	Filing for EXC on Jun 20, 2018
MPCMarathon Petroleum	Sale (full)$1,001 - $15,000	Aug 20, 2018	May 16, 2018	▲ 616.7%+401.7 pts vs S&P	Filing for MPC on May 16, 2018
MDTMedtronic	Purchase$1,001 - $15,000	Aug 20, 2018	May 16, 2018	▲ 45.5%−169.5 pts vs S&P	Filing for MDT on May 16, 2018
DALDelta Air Lines	Sale (full)$1,001 - $15,000	Aug 20, 2018	Apr 19, 2018	▲ 65.2%−153.8 pts vs S&P	Filing for DAL on Apr 19, 2018
OGEOGE Energy Corp.	Purchase$1,001 - $15,000	Aug 20, 2018	Apr 18, 2018	▲ 115.9%−101.3 pts vs S&P	Filing for OGE on Apr 18, 2018
MDLZMondelez International	Purchase$1,001 - $15,000	Aug 20, 2018	Feb 14, 2018	▲ 89.2%−130.2 pts vs S&P	Filing for MDLZ on Feb 14, 2018
USBU.S. Bancorp	Purchase$1,001 - $15,000	Aug 20, 2018	Jan 29, 2018	▲ 45.5%−156.9 pts vs S&P	Filing for USB on Jan 29, 2018
DALDelta Air Lines	Purchase$1,001 - $15,000	Aug 20, 2018	Dec 28, 2017	▲ 62.4%−159.1 pts vs S&P	Filing for DAL on Dec 28, 2017
DALDelta Air Lines	Purchase$1,001 - $15,000	Aug 20, 2018	Dec 28, 2017	▲ 62.4%−159.1 pts vs S&P	Filing for DAL on Dec 28, 2017
KMBKimberly-Clark	Sale (full)$1,001 - $15,000	Aug 20, 2018	Dec 28, 2017	▲ 21.6%−199.9 pts vs S&P	Filing for KMB on Dec 28, 2017
APDAir Products	Purchase$1,001 - $15,000	Aug 20, 2018	Nov 13, 2017	▲ 139.9%−95.2 pts vs S&P	Filing for APD on Nov 13, 2017
APDAir Products	Purchase$1,001 - $15,000	Aug 20, 2018	Nov 13, 2017	▲ 139.9%−95.2 pts vs S&P	Filing for APD on Nov 13, 2017
FFord Motor Company	Purchase$1,001 - $15,000	Aug 20, 2018	Nov 13, 2017	▲ 59.1%−175.9 pts vs S&P	Filing for F on Nov 13, 2017
GEGE Aerospace	Sale (full)$1,001 - $15,000	Aug 20, 2018	Nov 13, 2017	▲ 277.0%+42.0 pts vs S&P	Filing for GE on Nov 13, 2017
XRXXerox Holdings Corp	Sale (full)$1,001 - $15,000	Aug 20, 2018	Nov 13, 2017	▼ 92.9%−327.9 pts vs S&P	Filing for XRX on Nov 13, 2017
EXCExelon	Purchase$1,001 - $15,000	Aug 20, 2018	Oct 25, 2017	▲ 118.5%−120.5 pts vs S&P	Filing for EXC on Oct 25, 2017
NSCNorfolk Southern	Sale (full)$1,001 - $15,000	Aug 20, 2018	Oct 25, 2017	▲ 218.4%−20.6 pts vs S&P	Filing for NSC on Oct 25, 2017
BMYBristol Myers Squibb	Purchase$1,001 - $15,000	Aug 20, 2018	Aug 16, 2017	▲ 50.1%−202.2 pts vs S&P	Filing for BMY on Aug 16, 2017
FEFirstEnergy	Sale (full)$1,001 - $15,000	Aug 20, 2018	Aug 16, 2017	▲ 108.5%−143.8 pts vs S&P	Filing for FE on Aug 16, 2017
PSXPhillips 66	Purchase$1,001 - $15,000	Aug 20, 2018	Aug 16, 2017	▲ 363.3%+111.1 pts vs S&P	Filing for PSX on Aug 16, 2017
ASXASE Technology Holding Co., Ltd.	Purchase$1,001 - $15,000	Aug 20, 2018	Aug 14, 2017	—	Filing for ASX on Aug 14, 2017
BCEBCE Inc	Sale (full)$1,001 - $15,000	Aug 20, 2018	Aug 14, 2017	—	Filing for BCE on Aug 14, 2017
ABBVAbbVie	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 473.2%+219.0 pts vs S&P	Filing for ABBV on Jul 17, 2017
AFLAflac	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 294.2%+40.0 pts vs S&P	Filing for AFL on Jul 17, 2017
MOAltria	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 102.6%−151.7 pts vs S&P	Filing for MO on Jul 17, 2017
AEPAmerican Electric Power	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 160.8%−93.4 pts vs S&P	Filing for AEP on Jul 17, 2017
AMPAmeriprise Financial	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 347.0%+92.8 pts vs S&P	Filing for AMP on Jul 17, 2017
AMGNAmgen	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 243.2%−11.0 pts vs S&P	Filing for AMGN on Jul 17, 2017
AJGArthur J. Gallagher & Co.	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 443.4%+189.1 pts vs S&P	Filing for AJG on Jul 17, 2017
TAT&T	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 47.3%−207.0 pts vs S&P	Filing for T on Jul 17, 2017
BLKBlackRock	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 243.2%−11.1 pts vs S&P	Filing for BLK on Jul 17, 2017
CVXChevron Corporation	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 220.5%−33.7 pts vs S&P	Filing for CVX on Jul 17, 2017
CSCOCisco	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 326.4%+72.1 pts vs S&P	Filing for CSCO on Jul 17, 2017
KOThe Coca-Cola Company	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 182.0%−72.3 pts vs S&P	Filing for KO on Jul 17, 2017
CCICrown Castle	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 31.9%−222.3 pts vs S&P	Filing for CCI on Jul 17, 2017
ETNEaton Corporation	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 488.4%+234.2 pts vs S&P	Filing for ETN on Jul 17, 2017
XOMExxonMobil	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 229.3%−25.0 pts vs S&P	Filing for XOM on Jul 17, 2017
GEGE Aerospace	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 170.1%−84.2 pts vs S&P	Filing for GE on Jul 17, 2017
GILDGilead Sciences	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 229.8%−24.5 pts vs S&P	Filing for GILD on Jul 17, 2017
HDThe Home Depot	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 170.5%−83.7 pts vs S&P	Filing for HD on Jul 17, 2017
HPQHP Inc.	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 106.9%−147.3 pts vs S&P	Filing for HPQ on Jul 17, 2017
INTCIntel	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 111.8%−142.4 pts vs S&P	Filing for INTC on Jul 17, 2017
IPInternational Paper	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▼ 4.0%−258.3 pts vs S&P	Filing for IP on Jul 17, 2017
JNJJohnson & Johnson	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 158.9%−95.4 pts vs S&P	Filing for JNJ on Jul 17, 2017
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 370.3%+116.1 pts vs S&P	Filing for JPM on Jul 17, 2017
KMBKimberly-Clark	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 19.1%−235.1 pts vs S&P	Filing for KMB on Jul 17, 2017
LMTLockheed Martin	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 183.9%−70.4 pts vs S&P	Filing for LMT on Jul 17, 2017
MPCMarathon Petroleum	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 940.0%+685.8 pts vs S&P	Filing for MPC on Jul 17, 2017
MRKMerck & Co.	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 219.2%−35.1 pts vs S&P	Filing for MRK on Jul 17, 2017
METMetLife	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 178.4%−75.9 pts vs S&P	Filing for MET on Jul 17, 2017
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 687.0%+432.8 pts vs S&P	Filing for MSFT on Jul 17, 2017
NSCNorfolk Southern	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 233.6%−20.6 pts vs S&P	Filing for NSC on Jul 17, 2017
OXYOccidental Petroleum	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 27.5%−226.8 pts vs S&P	Filing for OXY on Jul 17, 2017
PFEPfizer	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 45.1%−209.1 pts vs S&P	Filing for PFE on Jul 17, 2017
PNCPNC Financial Services	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 146.7%−107.5 pts vs S&P	Filing for PNC on Jul 17, 2017
PLDPrologis	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 184.7%−69.5 pts vs S&P	Filing for PLD on Jul 17, 2017
PRUPrudential Financial	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 64.9%−189.4 pts vs S&P	Filing for PRU on Jul 17, 2017
QCOMQualcomm	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 271.4%+17.1 pts vs S&P	Filing for QCOM on Jul 17, 2017
SLBSchlumberger	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 1.7%−252.5 pts vs S&P	Filing for SLB on Jul 17, 2017
TRIThomson Reuters Corp	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	—	Filing for TRI on Jul 17, 2017
USBU.S. Bancorp	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 64.0%−190.2 pts vs S&P	Filing for USB on Jul 17, 2017
VZVerizon	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 71.1%−183.1 pts vs S&P	Filing for VZ on Jul 17, 2017
WMTWalmart	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 467.2%+212.9 pts vs S&P	Filing for WMT on Jul 17, 2017
WFCWells Fargo	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 101.0%−153.3 pts vs S&P	Filing for WFC on Jul 17, 2017
WMBWilliams Companies	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▲ 275.8%+21.6 pts vs S&P	Filing for WMB on Jul 17, 2017
XRXXerox Holdings Corp	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 17, 2017	▼ 93.1%−347.4 pts vs S&P	Filing for XRX on Jul 17, 2017
AZNAstrazeneca PLC	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for AZN on Jul 11, 2017
BCEBCE Inc	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for BCE on Jul 11, 2017
BTIBritish American Tobacco P.l.c.	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for BTI on Jul 11, 2017
GSKGSK plc	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for GSK on Jul 11, 2017
HMCHonda Motor Co LTD	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for HMC on Jul 11, 2017
HSBCHsbc Holdings PLC	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for HSBC on Jul 11, 2017
MFCManulife Financial Corp	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for MFC on Jul 11, 2017
VIVTelefonica Brasil S.a.	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for VIV on Jul 11, 2017
UBSUBS Group AG	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for UBS on Jul 11, 2017
VETVermilion Energy Inc.	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for VET on Jul 11, 2017
VODVodafone Group Public LTD Co	Purchase$1,001 - $15,000	Aug 20, 2018	Jul 11, 2017	—	Filing for VOD on Jul 11, 2017

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	+0.6%	0.0%	49%	79	+0.8% (79)
Purchases	90 days	+1.8%	+1.9%	56%	79	+2.3% (79)
Sales	30 days	+1.5%	+3.0%	65%	82	+2.2% (82)
Sales	90 days	+4.4%	+3.8%	63%	82	+1.8% (82)

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 2, 2023 2 stock or option trades
Report filed May 25, 2023 0 stock or option trades
Report filed Apr 19, 2022 83 stock or option trades · ABBV, MO, AJG, ASX, BCE, BLK, BMY, BTI, AVGO, CAT, CE, CVX
Report filed Apr 8, 2022 3 stock or option trades
Report filed Mar 16, 2022 32 stock or option trades · AFL, AMCR, AMGN, BCE, BTI, CVX, CTVA, DOW, EVRG, GSK, HD, LVS
Report filed Nov 19, 2021 3 stock or option trades · BMY, CMCSA, VALE
Report filed Mar 8, 2021 14 stock or option trades · T, BAC, CSCO, KO, CMCSA, COP, JPM, LMT, MSFT, NCLH, UBS, WFC
Report filed Feb 2, 2021 4 stock or option trades · CTVA, TFC
Report filed Feb 2, 2021 5 stock or option trades · AEP, TSN
Report filed Oct 20, 2020 2 stock or option trades · CMCSA
Report filed Jul 29, 2020 4 stock or option trades · BMY, NCLH, VALE
Report filed May 1, 2020 12 stock or option trades · LVS, MSFT
Report filed Jan 23, 2020 5 stock or option trades · AZN, CVS
Report filed Dec 18, 2019 4 stock or option trades · EMN, HMC
Report filed Sep 27, 2019 4 stock or option trades · CAT, CMS
Report filed Aug 9, 2019 8 stock or option trades · BMY, VLO, VOD
Report filed May 10, 2019 3 stock or option trades · TPR
Report filed Apr 2, 2019 2 stock or option trades · KEY, OGE
Report filed Feb 28, 2019 2 stock or option trades · LLY
Report filed Jan 31, 2019 1 stock or option trade · SO
Report filed Jan 2, 2019 4 stock or option trades
Report filed Oct 30, 2018 3 stock or option trades · PEP, QCOM
Report filed Oct 2, 2018 2 stock or option trades · KMI, PLD
Report filed Aug 31, 2018 4 stock or option trades · ETN, HMC, VTR
Report filed Aug 20, 2018 125 stock or option trades · ABBV, AFL, APD, MO, AEP, AMP, AMGN, AJG, ASX, AZN, T, BCE

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