John R. Curtis: stock trades

Republican, Representative for UT's 3rd district. Value ranges as filed, never exact figures.

Activity

Top sectors

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

Financials19% of trades 53 trades: 25 purchases, 28 sales
Health Care19% of trades 51 trades: 25 purchases, 26 sales
Technology19% of trades 51 trades: 19 purchases, 32 sales
Consumer Discretionary13% of trades 36 trades: 17 purchases, 19 sales
Industrials10% of trades 28 trades: 11 purchases, 17 sales
Consumer Staples8% of trades 22 trades: 11 purchases, 11 sales

Would copying John R. Curtis’s trades have beaten the S&P 500?

Copying John R. Curtis’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 April 13, 2020 into $29,473 by November 2, 2026, against $30,005 in the S&P 500: +18.0% a year against +18.3%, with a beta of 0.98. Selling each purchase after 6 months instead would have made +15.8% a year. Six months after each report, the average share purchase was +5.9% against the S&P 500 (median +1.1%), and 52% beat it, a gap unlikely to be luck alone. Measured from the trade date instead, the member’s own timing, the average was +4.1%. Reports arrived a median of 13 days after the trade.

Copying John R. CurtisS&P 500, buy and hold $10,000 copying John R. Curtis’s disclosed holdings from April 13, 2020, 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 R. Curtis: 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	118	+2.7%	+0.3%	50%	2.02	Strong evidence: ahead
Purchases, 6 months after the report	118	+5.9%	+1.1%	52%	2.08	Strong evidence: ahead
Purchases, 3 months after the trade	118	+0.7%	−2.0%	41%	0.52	Some evidence: ahead
Purchases, 6 months after the trade	118	+4.1%	+1.1%	53%	1.60	Strong evidence: ahead
Sales, 6 months after the report	150	+2.4%	−1.2%	53%	1.22	Some evidence: seller wrong

Return a year, copying: +18.0%
S&P 500, same dates: +18.3%
Yearly swing (S&P 500): 28% (17%)
Sharpe ratio (S&P 500): 0.62 (0.89)
Biggest drop (S&P 500): −27% (−25%)
Market sensitivity (beta): 0.98

“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 R. Curtis 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 R. Curtis: companies traded

AMZNAmazon	4$18,004–$95,000	6$48,006–$195,000	Apr 29, 2019	Dec 4, 2023	▲ 160.0%−26.3 pts vs S&P
ELVElevance Health	4$4,004–$60,000	4$4,004–$60,000	Mar 27, 2020	Dec 4, 2023	▲ 103.2%−122.1 pts vs S&P
MSFTMicrosoft Corporation	2$16,002–$65,000	6$20,006–$125,000	Mar 11, 2020	Dec 4, 2023	▲ 259.3%+57.0 pts vs S&P
UNHUnitedHealth Group	2$2,002–$30,000	4$4,004–$60,000	Mar 27, 2020	Dec 4, 2023	▲ 85.5%−139.8 pts vs S&P
AAPLApple Inc.	1$15,001–$50,000	4$4,004–$60,000	Mar 27, 2020	Dec 4, 2023	▲ 453.9%+228.6 pts vs S&P
ADBEAdobe Inc.	2$2,002–$30,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▼ 19.3%−244.6 pts vs S&P
AMDAdvanced Micro Devices	3$3,003–$45,000	2$2,002–$30,000	Jun 22, 2021	Dec 4, 2023	▲ 485.3%+394.1 pts vs S&P
BRK.BBerkshire Hathaway	2$2,002–$30,000	3$66,003–$165,000	Mar 27, 2020	Dec 4, 2023	▲ 84.5%−15.1 pts vs S&P
BSXBoston Scientific	2$2,002–$30,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▲ 41.8%−183.5 pts vs S&P
GOOGLAlphabet Inc. (Class A)	1$15,001–$50,000	4$32,004–$130,000	Mar 27, 2020	Dec 4, 2023	▲ 407.5%+182.2 pts vs S&P
HLTHilton Worldwide	3$3,003–$45,000	2$2,002–$30,000	Jun 22, 2021	Dec 4, 2023	▲ 192.9%+101.8 pts vs S&P
SBUXStarbucks	3$3,003–$45,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 82.0%−143.3 pts vs S&P
TMUST-Mobile US	3$3,003–$45,000	2$2,002–$30,000	Jun 22, 2021	Dec 4, 2023	▲ 11.6%−79.6 pts vs S&P
ABTAbbott Laboratories	2$2,002–$30,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 66.2%−159.2 pts vs S&P
AMATApplied Materials	1$1,001–$15,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▲ 794.7%+569.3 pts vs S&P
BACBank of America	2$2,002–$30,000	2$2,002–$30,000	Mar 27, 2020	Mar 16, 2023	▲ 168.0%−57.4 pts vs S&P
BLKBlackRock	2$2,002–$30,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 211.7%−13.6 pts vs S&P
CATCaterpillar Inc.	2$2,002–$30,000	2$2,002–$30,000	Nov 8, 2021	Dec 4, 2023	▲ 215.8%+143.8 pts vs S&P
CMCSAComcast	1$1,001–$15,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▼ 10.0%−235.3 pts vs S&P
CRMSalesforce	2$2,002–$30,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 55.0%−170.3 pts vs S&P
DEDeere & Company	1$1,001–$15,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▲ 441.3%+215.9 pts vs S&P
DHRDanaher Corporation	2$2,002–$30,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 93.0%−132.3 pts vs S&P
ICEIntercontinental Exchange	2$2,002–$30,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 128.3%−97.1 pts vs S&P
JNJJohnson & Johnson	2$2,002–$30,000	2$2,002–$30,000	Mar 9, 2022	Sep 13, 2023	▲ 78.2%−9.7 pts vs S&P
JPMJPMorgan Chase	1$1,001–$15,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▲ 341.7%+116.3 pts vs S&P
LRCXLam Research	1$1,001–$15,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▲ 919.6%+694.3 pts vs S&P
MAMastercard	1$1,001–$15,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▲ 171.7%−53.7 pts vs S&P
METAMeta Platforms	1$15,001–$50,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▲ 298.6%+73.3 pts vs S&P
NVDANVIDIA Corporation	1$1,001–$15,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▲ 3193.2%+2967.8 pts vs S&P
TMOThermo Fisher Scientific	1$1,001–$15,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▲ 158.8%−66.5 pts vs S&P
UNPUnion Pacific Corporation	1$1,001–$15,000	3$3,003–$45,000	Mar 27, 2020	Dec 4, 2023	▲ 153.0%−72.3 pts vs S&P
VVisa Inc.	2$2,002–$30,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 173.0%−52.3 pts vs S&P
VLOValero Energy	2$2,002–$30,000	2$2,002–$30,000	Jun 22, 2021	Dec 4, 2023	▲ 468.8%+377.6 pts vs S&P
ZTSZoetis	3$3,003–$45,000	1$1,001–$15,000	Mar 27, 2020	Dec 4, 2023	▼ 20.3%−245.6 pts vs S&P
AXPAmerican Express	1$1,001–$15,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 299.6%+74.2 pts vs S&P
AZOAutoZone	2$2,002–$30,000	1$1,001–$15,000	Jun 28, 2022	Dec 4, 2023	▲ 50.4%−59.1 pts vs S&P
CCitigroup	2$2,002–$30,000	1$1,001–$15,000	Aug 13, 2020	Jan 14, 2022	—
CMGChipotle Mexican Grill	1$1,001–$15,000	2$16,002–$65,000	Apr 16, 2019	Dec 4, 2023	▲ 6.7%−105.5 pts vs S&P
COSTCostco	1$1,001–$15,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 294.8%+69.5 pts vs S&P
CSXCSX Corporation	2$2,002–$30,000	1$1,001–$15,000	Aug 13, 2020	Dec 4, 2023	▲ 124.2%−19.5 pts vs S&P
CVXChevron Corporation	1$1,001–$15,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 335.7%+110.3 pts vs S&P
EWEdwards Lifesciences	2$2,002–$30,000	1$1,001–$15,000	Apr 26, 2023	Dec 4, 2023	▲ 9.4%−85.4 pts vs S&P
FISVFiserv	2$2,002–$30,000	1$1,001–$15,000	Jun 22, 2021	Dec 20, 2022	▼ 46.1%−137.2 pts vs S&P
HDThe Home Depot	1$1,001–$15,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 104.3%−121.0 pts vs S&P
HONHoneywell Technologies	1$1,001–$15,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 96.9%−128.4 pts vs S&P
ISRGIntuitive Surgical	2$2,002–$30,000	1$1,001–$15,000	Mar 27, 2020	Jun 28, 2022	▲ 170.2%−55.1 pts vs S&P
MSMorgan Stanley	2$2,002–$30,000	1$1,001–$15,000	Jan 14, 2022	Jun 28, 2022	▲ 120.4%+47.5 pts vs S&P
PEPPepsiCo	1$1,001–$15,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 40.2%−185.1 pts vs S&P
PGProcter & Gamble	1$1,001–$15,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	▲ 74.4%−150.9 pts vs S&P
PGRProgressive Corporation	1$1,001–$15,000	2$2,002–$30,000	Mar 27, 2020	Mar 9, 2022	▲ 266.8%+41.5 pts vs S&P
RTXRTX Corporation	1$1,001–$15,000	2$2,002–$30,000	Jun 22, 2021	Dec 4, 2023	▲ 161.1%+69.9 pts vs S&P
SHWSherwin-Williams	2$2,002–$30,000	1$1,001–$15,000	Aug 12, 2021	Dec 4, 2023	▲ 17.8%−63.9 pts vs S&P
SPGIS&P Global	2$2,002–$30,000	1$1,001–$15,000	Mar 27, 2020	Dec 4, 2023	▲ 116.6%−108.7 pts vs S&P
STZConstellation Brands	2$2,002–$30,000	1$1,001–$15,000	Jun 22, 2021	Dec 4, 2023	▼ 31.7%−122.8 pts vs S&P
SYYSysco	2$2,002–$30,000	1$1,001–$15,000	Mar 27, 2020	Jun 21, 2023	▲ 76.6%−148.7 pts vs S&P
TXNTexas Instruments	1$1,001–$15,000	2$2,002–$30,000	Mar 27, 2020	Dec 4, 2023	—
WMWaste Management	1$1,001–$15,000	2$2,002–$30,000	Mar 27, 2020	Sep 13, 2023	▲ 173.8%−51.6 pts vs S&P
BDXBecton Dickinson	1$1,001–$15,000	1$1,001–$15,000	Mar 27, 2020	Jun 22, 2021	▲ 32.4%−192.9 pts vs S&P
CMECME Group	1$1,001–$15,000	1$1,001–$15,000	Mar 27, 2020	Jun 22, 2021	▲ 128.2%−97.1 pts vs S&P
DISThe Walt Disney Company	1$1,001–$15,000	1$1,001–$15,000	May 14, 2019	Feb 2, 2021	▼ 10.5%−207.4 pts vs S&P

The 60 most traded of 81 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 R. Curtis: trades in companies we cover
					Report
ABTAbbott Laboratories	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 10.6%−60.6 pts vs S&P	Filing for ABT on Dec 4, 2023
ADBEAdobe Inc.	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 59.2%−130.4 pts vs S&P	Filing for ADBE on Dec 4, 2023
AMDAdvanced Micro Devices	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 312.6%+241.3 pts vs S&P	Filing for AMD on Dec 4, 2023
GOOGLAlphabet Inc. (Class A)	Sale (full)$15,001 - $50,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 117.9%+46.7 pts vs S&P	Filing for GOOGL on Dec 4, 2023
AMZNAmazon	Sale (full)$15,001 - $50,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 74.0%+2.8 pts vs S&P	Filing for AMZN on Dec 4, 2023
AXPAmerican Express	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 94.0%+22.8 pts vs S&P	Filing for AXP on Dec 4, 2023
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 76.9%+5.7 pts vs S&P	Filing for AAPL on Dec 4, 2023
AMATApplied Materials	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 162.3%+91.1 pts vs S&P	Filing for AMAT on Dec 4, 2023
AZOAutoZone	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 20.0%−51.2 pts vs S&P	Filing for AZO on Dec 4, 2023
BRK.BBerkshire Hathaway	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 56.2%−15.0 pts vs S&P	Filing for BRK.B on Dec 4, 2023
BLKBlackRock	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 64.1%−7.1 pts vs S&P	Filing for BLK on Dec 4, 2023
BSXBoston Scientific	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 20.7%−91.9 pts vs S&P	Filing for BSX on Dec 4, 2023
CATCaterpillar Inc.	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 154.3%+83.1 pts vs S&P	Filing for CAT on Dec 4, 2023
CVXChevron Corporation	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 74.8%+3.6 pts vs S&P	Filing for CVX on Dec 4, 2023
CMGChipotle Mexican Grill	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 25.5%−96.7 pts vs S&P	Filing for CMG on Dec 4, 2023
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 75.2%+4.0 pts vs S&P	Filing for KO on Dec 4, 2023
CMCSAComcast	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 34.0%−105.2 pts vs S&P	Filing for CMCSA on Dec 4, 2023
COPConocoPhillips	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 37.2%−34.0 pts vs S&P	Filing for COP on Dec 4, 2023
STZConstellation Brands	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 38.3%−109.5 pts vs S&P	Filing for STZ on Dec 4, 2023
COSTCostco	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 77.5%+6.3 pts vs S&P	Filing for COST on Dec 4, 2023
CSXCSX Corporation	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 57.2%−14.0 pts vs S&P	Filing for CSX on Dec 4, 2023
DHRDanaher Corporation	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 5.4%−65.8 pts vs S&P	Filing for DHR on Dec 4, 2023
DEDeere & Company	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 88.5%+17.3 pts vs S&P	Filing for DE on Dec 4, 2023
EWEdwards Lifesciences	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 38.2%−33.0 pts vs S&P	Filing for EW on Dec 4, 2023
ELVElevance Health	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 10.1%−81.3 pts vs S&P	Filing for ELV on Dec 4, 2023
LLYLilly (Eli)	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 144.9%+73.7 pts vs S&P	Filing for LLY on Dec 4, 2023
EMREmerson Electric	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 96.3%+25.1 pts vs S&P	Filing for EMR on Dec 4, 2023
GSGoldman Sachs	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 171.6%+100.4 pts vs S&P	Filing for GS on Dec 4, 2023
HLTHilton Worldwide	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 113.7%+42.5 pts vs S&P	Filing for HLT on Dec 4, 2023
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 9.9%−61.3 pts vs S&P	Filing for HD on Dec 4, 2023
HONHoneywell Technologies	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 20.7%−50.5 pts vs S&P	Filing for HON on Dec 4, 2023
ICEIntercontinental Exchange	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 54.0%−17.2 pts vs S&P	Filing for ICE on Dec 4, 2023
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 127.2%+56.0 pts vs S&P	Filing for JPM on Dec 4, 2023
KLACKLA Corporation	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 194.2%+123.0 pts vs S&P	Filing for KLAC on Dec 4, 2023
LRCXLam Research	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 231.8%+160.6 pts vs S&P	Filing for LRCX on Dec 4, 2023
MAMastercard	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 61.4%−9.8 pts vs S&P	Filing for MA on Dec 4, 2023
METAMeta Platforms	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 95.3%+24.1 pts vs S&P	Filing for META on Dec 4, 2023
MSFTMicrosoft Corporation	Sale (full)$15,001 - $50,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 44.5%−26.7 pts vs S&P	Filing for MSFT on Dec 4, 2023
NKENike, Inc.	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 64.5%−135.7 pts vs S&P	Filing for NKE on Dec 4, 2023
NVDANVIDIA Corporation	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 355.7%+284.5 pts vs S&P	Filing for NVDA on Dec 4, 2023
PANWPalo Alto Networks	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 144.8%+73.6 pts vs S&P	Filing for PANW on Dec 4, 2023
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 10.1%−81.3 pts vs S&P	Filing for PEP on Dec 4, 2023
PGProcter & Gamble	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 15.2%−56.1 pts vs S&P	Filing for PG on Dec 4, 2023
RTXRTX Corporation	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 158.2%+87.0 pts vs S&P	Filing for RTX on Dec 4, 2023
SPGIS&P Global	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 18.5%−52.7 pts vs S&P	Filing for SPGI on Dec 4, 2023
CRMSalesforce	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 9.7%−80.9 pts vs S&P	Filing for CRM on Dec 4, 2023
SHWSherwin-Williams	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 24.2%−47.0 pts vs S&P	Filing for SHW on Dec 4, 2023
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 14.6%−56.6 pts vs S&P	Filing for SBUX on Dec 4, 2023
TXNTexas Instruments	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	—	Filing for TXN on Dec 4, 2023
TMOThermo Fisher Scientific	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 42.2%−29.0 pts vs S&P	Filing for TMO on Dec 4, 2023
TMUST-Mobile US	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 6.0%−65.2 pts vs S&P	Filing for TMUS on Dec 4, 2023
UNPUnion Pacific Corporation	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 39.4%−31.8 pts vs S&P	Filing for UNP on Dec 4, 2023
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 22.3%−93.5 pts vs S&P	Filing for UNH on Dec 4, 2023
VLOValero Energy	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 231.3%+160.1 pts vs S&P	Filing for VLO on Dec 4, 2023
VVisa Inc.	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▲ 68.9%−2.3 pts vs S&P	Filing for V on Dec 4, 2023
ZTSZoetis	Sale (full)$1,001 - $15,000 · Joint	Dec 15, 2023	Dec 4, 2023	▼ 52.3%−123.5 pts vs S&P	Filing for ZTS on Dec 4, 2023
ABTAbbott Laboratories	Purchase$1,001 - $15,000 · Joint	Oct 4, 2023	Sep 13, 2023	▲ 13.9%−61.9 pts vs S&P	Filing for ABT on Sep 13, 2023
ADBEAdobe Inc.	Sale (partial)$1,001 - $15,000 · Joint	Oct 4, 2023	Sep 13, 2023	▼ 55.4%−131.1 pts vs S&P	Filing for ADBE on Sep 13, 2023
LLYLilly (Eli)	Purchase$1,001 - $15,000 · Joint	Oct 4, 2023	Sep 13, 2023	▲ 139.9%+64.2 pts vs S&P	Filing for LLY on Sep 13, 2023
EMREmerson Electric	Purchase$1,001 - $15,000 · Joint	Oct 4, 2023	Sep 13, 2023	▲ 79.7%+4.0 pts vs S&P	Filing for EMR on Sep 13, 2023
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000 · Joint	Oct 4, 2023	Sep 13, 2023	▲ 76.6%+0.9 pts vs S&P	Filing for JNJ on Sep 13, 2023
PANWPalo Alto Networks	Purchase$1,001 - $15,000 · Joint	Oct 4, 2023	Sep 13, 2023	▲ 184.8%+109.1 pts vs S&P	Filing for PANW on Sep 13, 2023
UNPUnion Pacific Corporation	Sale (partial)$1,001 - $15,000 · Joint	Oct 4, 2023	Sep 13, 2023	▲ 53.7%−22.0 pts vs S&P	Filing for UNP on Sep 13, 2023
WMWaste Management	Sale (full)$1,001 - $15,000 · Joint	Oct 4, 2023	Sep 13, 2023	▲ 53.2%−22.5 pts vs S&P	Filing for WM on Sep 13, 2023
AMDAdvanced Micro Devices	Sale (partial)$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▲ 336.3%+255.9 pts vs S&P	Filing for AMD on Jun 21, 2023
AMATApplied Materials	Sale (full)$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▲ 185.8%+105.4 pts vs S&P	Filing for AMAT on Jun 21, 2023
KOThe Coca-Cola Company	Purchase$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▲ 69.7%−10.7 pts vs S&P	Filing for KO on Jun 21, 2023
EWEdwards Lifesciences	Purchase$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▲ 5.0%−75.5 pts vs S&P	Filing for EW on Jun 21, 2023
LRCXLam Research	Sale (partial)$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▲ 290.1%+209.7 pts vs S&P	Filing for LRCX on Jun 21, 2023
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▲ 60.5%−19.9 pts vs S&P	Filing for MSFT on Jun 21, 2023
SHWSherwin-Williams	Purchase$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▲ 42.0%−38.4 pts vs S&P	Filing for SHW on Jun 21, 2023
SYYSysco	Sale (full)$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▲ 12.6%−67.8 pts vs S&P	Filing for SYY on Jun 21, 2023
TMUST-Mobile US	Purchase$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▲ 22.6%−57.8 pts vs S&P	Filing for TMUS on Jun 21, 2023
UNHUnitedHealth Group	Purchase$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▼ 9.9%−90.3 pts vs S&P	Filing for UNH on Jun 21, 2023
VLOValero Energy	Purchase$1,001 - $15,000 · Joint	Aug 7, 2023	Jun 21, 2023	▲ 281.4%+201.0 pts vs S&P	Filing for VLO on Jun 21, 2023
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Joint	Jun 2, 2023	May 11, 2023	▲ 73.1%−18.0 pts vs S&P	Filing for MSFT on May 11, 2023
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	May 10, 2023	Apr 26, 2023	▲ 73.8%−21.0 pts vs S&P	Filing for BRK.B on Apr 26, 2023
BSXBoston Scientific	Sale (partial)$1,001 - $15,000 · Joint	May 10, 2023	Apr 26, 2023	▼ 15.1%−109.8 pts vs S&P	Filing for BSX on Apr 26, 2023
CATCaterpillar Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 10, 2023	Apr 26, 2023	▲ 202.7%+107.9 pts vs S&P	Filing for CAT on Apr 26, 2023
CSXCSX Corporation	Purchase$1,001 - $15,000 · Joint	May 10, 2023	Apr 26, 2023	▲ 77.5%−17.3 pts vs S&P	Filing for CSX on Apr 26, 2023
EWEdwards Lifesciences	Purchase$1,001 - $15,000 · Joint	May 10, 2023	Apr 26, 2023	▲ 9.4%−85.4 pts vs S&P	Filing for EW on Apr 26, 2023
ELVElevance Health	Purchase$1,001 - $15,000 · Joint	May 10, 2023	Apr 26, 2023	▼ 3.3%−98.1 pts vs S&P	Filing for ELV on Apr 26, 2023
MAMastercard	Sale (partial)$1,001 - $15,000 · Joint	May 10, 2023	Apr 26, 2023	▲ 80.2%−14.6 pts vs S&P	Filing for MA on Apr 26, 2023
NVDANVIDIA Corporation	Sale (partial)$1,001 - $15,000 · Joint	May 10, 2023	Apr 26, 2023	▲ 669.6%+574.8 pts vs S&P	Filing for NVDA on Apr 26, 2023
SBUXStarbucks	Sale (partial)$1,001 - $15,000 · Joint	May 10, 2023	Apr 26, 2023	▲ 1.9%−92.8 pts vs S&P	Filing for SBUX on Apr 26, 2023
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Joint	May 10, 2023	Apr 26, 2023	▲ 89.4%−5.3 pts vs S&P	Filing for V on Apr 26, 2023
BACBank of America	Sale (partial)$1,001 - $15,000 · Joint	Mar 27, 2023	Mar 16, 2023	▲ 86.5%−13.0 pts vs S&P	Filing for BAC on Mar 16, 2023
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Joint	Mar 27, 2023	Mar 16, 2023	▲ 84.5%−15.1 pts vs S&P	Filing for BRK.B on Mar 16, 2023
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 210.0%+112.7 pts vs S&P	Filing for GOOGL on Feb 23, 2023
AMZNAmazon	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 163.0%+65.7 pts vs S&P	Filing for AMZN on Feb 23, 2023
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 125.2%+27.9 pts vs S&P	Filing for AAPL on Feb 23, 2023
BSXBoston Scientific	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▼ 8.0%−105.3 pts vs S&P	Filing for BSX on Feb 23, 2023
CVXChevron Corporation	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 61.1%−36.2 pts vs S&P	Filing for CVX on Feb 23, 2023
COSTCostco	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 116.9%+19.6 pts vs S&P	Filing for COST on Feb 23, 2023
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 86.3%−11.0 pts vs S&P	Filing for JNJ on Feb 23, 2023
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 162.7%+65.4 pts vs S&P	Filing for JPM on Feb 23, 2023
MAMastercard	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 86.2%−11.2 pts vs S&P	Filing for MA on Feb 23, 2023
METAMeta Platforms	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 263.3%+166.0 pts vs S&P	Filing for META on Feb 23, 2023
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 110.7%+13.3 pts vs S&P	Filing for MSFT on Feb 23, 2023
NVDANVIDIA Corporation	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 776.8%+679.4 pts vs S&P	Filing for NVDA on Feb 23, 2023
PGProcter & Gamble	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 27.4%−69.9 pts vs S&P	Filing for PG on Feb 23, 2023
RTXRTX Corporation	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 119.9%+22.5 pts vs S&P	Filing for RTX on Feb 23, 2023
TMOThermo Fisher Scientific	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▲ 28.1%−69.2 pts vs S&P	Filing for TMO on Feb 23, 2023
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000 · Joint	Mar 13, 2023	Feb 23, 2023	▼ 12.0%−109.3 pts vs S&P	Filing for UNH on Feb 23, 2023
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000 · Joint	Jan 10, 2023	Dec 20, 2022	▲ 652.0%+544.2 pts vs S&P	Filing for AMD on Dec 20, 2022
BACBank of America	Sale (partial)$1,001 - $15,000 · Joint	Jan 10, 2023	Dec 20, 2022	▲ 69.0%−38.8 pts vs S&P	Filing for BAC on Dec 20, 2022
ELVElevance Health	Sale (full)$1,001 - $15,000 · Joint	Jan 10, 2023	Dec 20, 2022	▼ 13.1%−120.8 pts vs S&P	Filing for ELV on Dec 20, 2022
FISVFiserv	Sale (partial)$1,001 - $15,000 · Joint	Jan 10, 2023	Dec 20, 2022	▼ 41.4%−149.1 pts vs S&P	Filing for FISV on Dec 20, 2022
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000 · Joint	Jan 10, 2023	Dec 20, 2022	▲ 182.8%+75.1 pts vs S&P	Filing for JPM on Dec 20, 2022
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000 · Joint	Jan 10, 2023	Dec 20, 2022	▼ 16.8%−124.6 pts vs S&P	Filing for UNH on Dec 20, 2022
ZTSZoetis	Purchase$1,001 - $15,000 · Joint	Jan 10, 2023	Dec 20, 2022	▼ 38.5%−146.3 pts vs S&P	Filing for ZTS on Dec 20, 2022
ABTAbbott Laboratories	Sale (partial)$1,001 - $15,000 · Joint	Nov 9, 2022	Oct 21, 2022	▲ 24.8%−87.4 pts vs S&P	Filing for ABT on Oct 21, 2022
ADBEAdobe Inc.	Purchase$1,001 - $15,000 · Joint	Nov 9, 2022	Oct 21, 2022	▼ 19.4%−131.6 pts vs S&P	Filing for ADBE on Oct 21, 2022
CMGChipotle Mexican Grill	Purchase$1,001 - $15,000 · Joint	Nov 9, 2022	Oct 21, 2022	▲ 6.7%−105.5 pts vs S&P	Filing for CMG on Oct 21, 2022
TMUST-Mobile US	Sale (partial)$1,001 - $15,000 · Joint	Nov 9, 2022	Oct 21, 2022	▲ 19.3%−92.9 pts vs S&P	Filing for TMUS on Oct 21, 2022
WMWaste Management	Sale (partial)$1,001 - $15,000 · Joint	Nov 9, 2022	Oct 21, 2022	▲ 56.4%−55.8 pts vs S&P	Filing for WM on Oct 21, 2022
AZOAutoZone	Purchase$1,001 - $15,000 · Joint	Aug 15, 2022	Aug 12, 2022	▲ 41.5%−45.2 pts vs S&P	Filing for AZO on Aug 12, 2022
SBUXStarbucks	Purchase$1,001 - $15,000 · Joint	Aug 15, 2022	Aug 12, 2022	▲ 30.1%−56.6 pts vs S&P	Filing for SBUX on Aug 12, 2022
SYYSysco	Purchase$1,001 - $15,000 · Joint	Aug 15, 2022	Aug 12, 2022	▼ 1.7%−88.4 pts vs S&P	Filing for SYY on Aug 12, 2022
ULTAUlta Beauty	Sale (full)$1,001 - $15,000 · Joint	Aug 15, 2022	Aug 5, 2022	▲ 67.3%−25.6 pts vs S&P	Filing for ULTA on Aug 5, 2022
AZOAutoZone	Purchase$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▲ 50.4%−59.1 pts vs S&P	Filing for AZO on Jun 28, 2022
STZConstellation Brands	Purchase$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▼ 38.3%−147.8 pts vs S&P	Filing for STZ on Jun 28, 2022
DEDeere & Company	Sale (partial)$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▲ 129.4%+19.9 pts vs S&P	Filing for DE on Jun 28, 2022
GSGoldman Sachs	Purchase$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▲ 231.6%+122.1 pts vs S&P	Filing for GS on Jun 28, 2022
ISRGIntuitive Surgical	Sale (full)$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▲ 118.7%+9.2 pts vs S&P	Filing for ISRG on Jun 28, 2022
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▲ 69.5%−40.0 pts vs S&P	Filing for JNJ on Jun 28, 2022
MSMorgan Stanley	Sale (full)$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▲ 174.6%+65.1 pts vs S&P	Filing for MS on Jun 28, 2022
CRMSalesforce	Purchase$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▲ 32.0%−77.5 pts vs S&P	Filing for CRM on Jun 28, 2022
TGTTarget Corporation	Sale (full)$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▲ 22.7%−86.8 pts vs S&P	Filing for TGT on Jun 28, 2022
VLOValero Energy	Sale (partial)$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▲ 278.2%+168.7 pts vs S&P	Filing for VLO on Jun 28, 2022
ZTSZoetis	Purchase$1,001 - $15,000 · Joint	Jul 8, 2022	Jun 28, 2022	▼ 48.3%−157.8 pts vs S&P	Filing for ZTS on Jun 28, 2022
ELVElevance Health	Sale (full)$1,001 - $15,000 · Joint	Aug 7, 2023	Mar 9, 2022	▼ 5.0%−93.0 pts vs S&P	Filing for ELV on Mar 9, 2022
AXPAmerican Express	Sale (partial)$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 104.3%+16.4 pts vs S&P	Filing for AXP on Mar 9, 2022
ELVElevance Health	Sale (partial)$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▼ 5.0%−93.0 pts vs S&P	Filing for ELV on Mar 9, 2022
CMCSAComcast	Sale (partial)$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▼ 35.2%−123.2 pts vs S&P	Filing for CMCSA on Mar 9, 2022
DHRDanaher Corporation	Purchase$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 0.4%−87.5 pts vs S&P	Filing for DHR on Mar 9, 2022
HLTHilton Worldwide	Sale (partial)$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 166.7%+78.7 pts vs S&P	Filing for HLT on Mar 9, 2022
ICEIntercontinental Exchange	Purchase$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 41.2%−46.8 pts vs S&P	Filing for ICE on Mar 9, 2022
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 78.2%−9.7 pts vs S&P	Filing for JNJ on Mar 9, 2022
MNSTMonster Beverage	Sale (full)$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 147.8%+59.8 pts vs S&P	Filing for MNST on Mar 9, 2022
MSMorgan Stanley	Purchase$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 147.6%+59.7 pts vs S&P	Filing for MS on Mar 9, 2022
PGRProgressive Corporation	Sale (full)$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 141.6%+53.6 pts vs S&P	Filing for PGR on Mar 9, 2022
SPGIS&P Global	Purchase$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 30.6%−57.4 pts vs S&P	Filing for SPGI on Mar 9, 2022
TGTTarget Corporation	Purchase$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▼ 17.6%−105.5 pts vs S&P	Filing for TGT on Mar 9, 2022
TMUST-Mobile US	Purchase$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 33.4%−54.5 pts vs S&P	Filing for TMUS on Mar 9, 2022
UNPUnion Pacific Corporation	Sale (partial)$1,001 - $15,000 · Joint	Mar 23, 2022	Mar 9, 2022	▲ 33.4%−54.6 pts vs S&P	Filing for UNP on Mar 9, 2022
ELVElevance Health	Purchase$1,001 - $15,000 · Joint	Feb 2, 2022	Jan 14, 2022	▼ 1.9%−74.8 pts vs S&P	Filing for ELV on Jan 14, 2022
BLKBlackRock	Sale (partial)$1,001 - $15,000 · Joint	Feb 2, 2022	Jan 14, 2022	▲ 53.7%−19.2 pts vs S&P	Filing for BLK on Jan 14, 2022
CATCaterpillar Inc.	Purchase$1,001 - $15,000 · Joint	Feb 2, 2022	Jan 14, 2022	▲ 195.5%+122.6 pts vs S&P	Filing for CAT on Jan 14, 2022
CCitigroup	Sale (full)$1,001 - $15,000 · Joint	Feb 2, 2022	Jan 14, 2022	—	Filing for C on Jan 14, 2022
MSMorgan Stanley	Purchase$1,001 - $15,000 · Joint	Feb 2, 2022	Jan 14, 2022	▲ 120.4%+47.5 pts vs S&P	Filing for MS on Jan 14, 2022
CATCaterpillar Inc.	Purchase$1,001 - $15,000 · Joint	Nov 16, 2021	Nov 8, 2021	▲ 215.8%+143.8 pts vs S&P	Filing for CAT on Nov 8, 2021
GPNGlobal Payments	Sale (full)$1,001 - $15,000 · Joint	Nov 16, 2021	Nov 8, 2021	▼ 23.2%−95.1 pts vs S&P	Filing for GPN on Nov 8, 2021
HONHoneywell Technologies	Sale (partial)$1,001 - $15,000 · Joint	Nov 16, 2021	Nov 8, 2021	▲ 11.1%−60.8 pts vs S&P	Filing for HON on Nov 8, 2021
KLACKLA Corporation	Purchase$1,001 - $15,000 · Joint	Nov 16, 2021	Nov 8, 2021	▲ 295.3%+223.3 pts vs S&P	Filing for KLAC on Nov 8, 2021
LMTLockheed Martin	Sale (full)$1,001 - $15,000 · Joint	Nov 16, 2021	Nov 8, 2021	▲ 114.7%+42.7 pts vs S&P	Filing for LMT on Nov 8, 2021
ULTAUlta Beauty	Purchase$1,001 - $15,000 · Joint	Nov 16, 2021	Nov 8, 2021	▲ 62.9%−9.1 pts vs S&P	Filing for ULTA on Nov 8, 2021
VVisa Inc.	Purchase$1,001 - $15,000 · Joint	Nov 16, 2021	Nov 8, 2021	▲ 98.2%+26.3 pts vs S&P	Filing for V on Nov 8, 2021
HLTHilton Worldwide	Purchase$1,001 - $15,000 · Joint	Sep 2, 2021	Aug 12, 2021	▲ 199.3%+117.5 pts vs S&P	Filing for HLT on Aug 12, 2021
LVSLas Vegas Sands	Sale (full)$1,001 - $15,000 · Joint	Sep 2, 2021	Aug 12, 2021	—	Filing for LVS on Aug 12, 2021
SHWSherwin-Williams	Purchase$1,001 - $15,000 · Joint	Sep 2, 2021	Aug 12, 2021	▲ 17.8%−63.9 pts vs S&P	Filing for SHW on Aug 12, 2021
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000 · Joint	Aug 6, 2021	Jul 19, 2021	▲ 465.0%+374.7 pts vs S&P	Filing for AMD on Jul 19, 2021
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Joint	Aug 6, 2021	Jul 19, 2021	▲ 138.6%+48.3 pts vs S&P	Filing for AAPL on Jul 19, 2021
FISVFiserv	Purchase$1,001 - $15,000 · Joint	Aug 6, 2021	Jul 19, 2021	▼ 45.3%−135.6 pts vs S&P	Filing for FISV on Jul 19, 2021
HLTHilton Worldwide	Purchase$1,001 - $15,000 · Joint	Aug 6, 2021	Jul 19, 2021	▲ 215.7%+125.3 pts vs S&P	Filing for HLT on Jul 19, 2021
MRKMerck & Co.	Sale (partial)$1,001 - $15,000 · Joint	Aug 6, 2021	Jul 19, 2021	▲ 119.2%+28.9 pts vs S&P	Filing for MRK on Jul 19, 2021
SBUXStarbucks	Purchase$1,001 - $15,000 · Joint	Aug 6, 2021	Jul 19, 2021	▲ 2.2%−88.1 pts vs S&P	Filing for SBUX on Jul 19, 2021
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000 · Joint	Aug 6, 2021	Jul 19, 2021	▲ 7.9%−82.5 pts vs S&P	Filing for UNH on Jul 19, 2021
ADBEAdobe Inc.	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▼ 57.1%−148.3 pts vs S&P	Filing for ADBE on Jun 22, 2021
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 485.3%+394.1 pts vs S&P	Filing for AMD on Jun 22, 2021
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 130.3%+39.1 pts vs S&P	Filing for GOOGL on Jun 22, 2021
AMZNAmazon	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 43.8%−47.4 pts vs S&P	Filing for AMZN on Jun 22, 2021
ELVElevance Health	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 17.7%−73.5 pts vs S&P	Filing for ELV on Jun 22, 2021
AAPLApple Inc.	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 153.7%+62.5 pts vs S&P	Filing for AAPL on Jun 22, 2021
AMATApplied Materials	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 197.9%+106.7 pts vs S&P	Filing for AMAT on Jun 22, 2021
BACBank of America	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 40.6%−50.5 pts vs S&P	Filing for BAC on Jun 22, 2021
BDXBecton Dickinson	Sale (full)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 17.4%−73.8 pts vs S&P	Filing for BDX on Jun 22, 2021
BLKBlackRock	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 52.2%−38.9 pts vs S&P	Filing for BLK on Jun 22, 2021
BSXBoston Scientific	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▼ 1.0%−92.1 pts vs S&P	Filing for BSX on Jun 22, 2021
CCitigroup	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	—	Filing for C on Jun 22, 2021
CMECME Group	Sale (full)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 74.6%−16.5 pts vs S&P	Filing for CME on Jun 22, 2021
CMCSAComcast	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▼ 47.4%−138.6 pts vs S&P	Filing for CMCSA on Jun 22, 2021
STZConstellation Brands	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▼ 31.7%−122.8 pts vs S&P	Filing for STZ on Jun 22, 2021
DHRDanaher Corporation	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▼ 0.2%−91.4 pts vs S&P	Filing for DHR on Jun 22, 2021
DEDeere & Company	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 109.7%+18.5 pts vs S&P	Filing for DE on Jun 22, 2021
DLTRDollar Tree	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 32.9%−58.3 pts vs S&P	Filing for DLTR on Jun 22, 2021
METAMeta Platforms	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 84.4%−6.8 pts vs S&P	Filing for META on Jun 22, 2021
FISVFiserv	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▼ 46.1%−137.2 pts vs S&P	Filing for FISV on Jun 22, 2021
GPNGlobal Payments	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▼ 46.5%−137.7 pts vs S&P	Filing for GPN on Jun 22, 2021
HLTHilton Worldwide	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 192.9%+101.8 pts vs S&P	Filing for HLT on Jun 22, 2021
HDThe Home Depot	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 21.1%−70.1 pts vs S&P	Filing for HD on Jun 22, 2021
INTCIntel	Sale (full)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 18.3%−72.9 pts vs S&P	Filing for INTC on Jun 22, 2021
ICEIntercontinental Exchange	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 59.7%−31.5 pts vs S&P	Filing for ICE on Jun 22, 2021
ISRGIntuitive Surgical	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 46.9%−44.2 pts vs S&P	Filing for ISRG on Jun 22, 2021
LRCXLam Research	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 289.7%+198.6 pts vs S&P	Filing for LRCX on Jun 22, 2021
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 105.3%+14.1 pts vs S&P	Filing for MSFT on Jun 22, 2021
PEPPepsiCo	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 10.9%−80.3 pts vs S&P	Filing for PEP on Jun 22, 2021
PGRProgressive Corporation	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 169.6%+78.4 pts vs S&P	Filing for PGR on Jun 22, 2021
RTXRTX Corporation	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 161.1%+69.9 pts vs S&P	Filing for RTX on Jun 22, 2021
CRMSalesforce	Sale (full)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▼ 6.9%−98.0 pts vs S&P	Filing for CRM on Jun 22, 2021
TXNTexas Instruments	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	—	Filing for TXN on Jun 22, 2021
TMOThermo Fisher Scientific	Sale (partial)$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 43.9%−47.3 pts vs S&P	Filing for TMO on Jun 22, 2021
TMUST-Mobile US	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 11.6%−79.6 pts vs S&P	Filing for TMUS on Jun 22, 2021
VLOValero Energy	Purchase$1,001 - $15,000	Jul 6, 2021	Jun 22, 2021	▲ 468.8%+377.6 pts vs S&P	Filing for VLO on Jun 22, 2021
AMZNAmazon	Sale (full)$15,001 - $50,000	Feb 4, 2021	Feb 2, 2021	▲ 49.1%−64.3 pts vs S&P	Filing for AMZN on Feb 2, 2021
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000	Feb 4, 2021	Feb 2, 2021	▼ 33.5%−146.8 pts vs S&P	Filing for DIS on Feb 2, 2021
GOOGLAlphabet Inc. (Class A)	Sale (full)$15,001 - $50,000	Oct 16, 2020	Oct 9, 2020	▲ 273.0%+137.3 pts vs S&P	Filing for GOOGL on Oct 9, 2020
AMZNAmazon	Sale (full)$15,001 - $50,000	Oct 16, 2020	Oct 9, 2020	▲ 53.3%−82.4 pts vs S&P	Filing for AMZN on Oct 9, 2020
TEAMAtlassian Corp	Sale (full)$1,001 - $15,000	Oct 16, 2020	Oct 9, 2020	▼ 4.6%−140.3 pts vs S&P	Filing for TEAM on Oct 9, 2020
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000	Oct 16, 2020	Oct 9, 2020	▲ 154.4%+18.7 pts vs S&P	Filing for MSFT on Oct 9, 2020
BRK.BBerkshire Hathaway	Sale (full)$15,001 - $50,000 · Joint	Aug 25, 2020	Aug 13, 2020	▲ 162.8%+19.1 pts vs S&P	Filing for BRK.B on Aug 13, 2020
CCitigroup	Purchase$1,001 - $15,000 · Joint	Aug 25, 2020	Aug 13, 2020	—	Filing for C on Aug 13, 2020
CSXCSX Corporation	Purchase$1,001 - $15,000 · Joint	Aug 25, 2020	Aug 13, 2020	▲ 124.2%−19.5 pts vs S&P	Filing for CSX on Aug 13, 2020
ABTAbbott Laboratories	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 66.2%−159.2 pts vs S&P	Filing for ABT on Mar 27, 2020
ADBEAdobe Inc.	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▼ 19.3%−244.6 pts vs S&P	Filing for ADBE on Mar 27, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$15,001 - $50,000	Apr 9, 2020	Mar 27, 2020	▲ 407.5%+182.2 pts vs S&P	Filing for GOOGL on Mar 27, 2020
AMZNAmazon	Purchase$15,001 - $50,000	Apr 9, 2020	Mar 27, 2020	▲ 165.2%−60.1 pts vs S&P	Filing for AMZN on Mar 27, 2020
AXPAmerican Express	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 299.6%+74.2 pts vs S&P	Filing for AXP on Mar 27, 2020
ELVElevance Health	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 103.2%−122.1 pts vs S&P	Filing for ELV on Mar 27, 2020
AAPLApple Inc.	Purchase$15,001 - $50,000	Apr 9, 2020	Mar 27, 2020	▲ 453.9%+228.6 pts vs S&P	Filing for AAPL on Mar 27, 2020
AMATApplied Materials	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 794.7%+569.3 pts vs S&P	Filing for AMAT on Mar 27, 2020
BACBank of America	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 168.0%−57.4 pts vs S&P	Filing for BAC on Mar 27, 2020
BDXBecton Dickinson	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 32.4%−192.9 pts vs S&P	Filing for BDX on Mar 27, 2020
BRK.BBerkshire Hathaway	Sale (partial)$50,001 - $100,000	Apr 9, 2020	Mar 27, 2020	▲ 210.1%−15.2 pts vs S&P	Filing for BRK.B on Mar 27, 2020
BLKBlackRock	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 211.7%−13.6 pts vs S&P	Filing for BLK on Mar 27, 2020
BSXBoston Scientific	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 41.8%−183.5 pts vs S&P	Filing for BSX on Mar 27, 2020
CVXChevron Corporation	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 335.7%+110.3 pts vs S&P	Filing for CVX on Mar 27, 2020
CMECME Group	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 128.2%−97.1 pts vs S&P	Filing for CME on Mar 27, 2020
CMCSAComcast	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▼ 10.0%−235.3 pts vs S&P	Filing for CMCSA on Mar 27, 2020
COSTCostco	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 294.8%+69.5 pts vs S&P	Filing for COST on Mar 27, 2020
DHRDanaher Corporation	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 93.0%−132.3 pts vs S&P	Filing for DHR on Mar 27, 2020
DEDeere & Company	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 441.3%+215.9 pts vs S&P	Filing for DE on Mar 27, 2020
METAMeta Platforms	Purchase$15,001 - $50,000	Apr 9, 2020	Mar 27, 2020	▲ 298.6%+73.3 pts vs S&P	Filing for META on Mar 27, 2020
HDThe Home Depot	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 104.3%−121.0 pts vs S&P	Filing for HD on Mar 27, 2020
HONHoneywell Technologies	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 96.9%−128.4 pts vs S&P	Filing for HON on Mar 27, 2020
INTCIntel	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 30.3%−195.1 pts vs S&P	Filing for INTC on Mar 27, 2020
ICEIntercontinental Exchange	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 128.3%−97.1 pts vs S&P	Filing for ICE on Mar 27, 2020
ISRGIntuitive Surgical	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 170.2%−55.1 pts vs S&P	Filing for ISRG on Mar 27, 2020
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 341.7%+116.3 pts vs S&P	Filing for JPM on Mar 27, 2020
LRCXLam Research	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 919.6%+694.3 pts vs S&P	Filing for LRCX on Mar 27, 2020
LVSLas Vegas Sands	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	—	Filing for LVS on Mar 27, 2020
LMTLockheed Martin	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 119.3%−106.0 pts vs S&P	Filing for LMT on Mar 27, 2020
MAMastercard	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 171.7%−53.7 pts vs S&P	Filing for MA on Mar 27, 2020
MRKMerck & Co.	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 156.9%−68.4 pts vs S&P	Filing for MRK on Mar 27, 2020
MSFTMicrosoft Corporation	Purchase$15,001 - $50,000	Apr 9, 2020	Mar 27, 2020	▲ 268.7%+43.3 pts vs S&P	Filing for MSFT on Mar 27, 2020
MNSTMonster Beverage	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 236.9%+11.6 pts vs S&P	Filing for MNST on Mar 27, 2020
NKENike, Inc.	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▼ 49.0%−274.3 pts vs S&P	Filing for NKE on Mar 27, 2020
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 3193.2%+2967.8 pts vs S&P	Filing for NVDA on Mar 27, 2020
PEPPepsiCo	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 40.2%−185.1 pts vs S&P	Filing for PEP on Mar 27, 2020
PGProcter & Gamble	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 74.4%−150.9 pts vs S&P	Filing for PG on Mar 27, 2020
PGRProgressive Corporation	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 266.8%+41.5 pts vs S&P	Filing for PGR on Mar 27, 2020
SPGIS&P Global	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 116.6%−108.7 pts vs S&P	Filing for SPGI on Mar 27, 2020
CRMSalesforce	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 55.0%−170.3 pts vs S&P	Filing for CRM on Mar 27, 2020
SBUXStarbucks	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 82.0%−143.3 pts vs S&P	Filing for SBUX on Mar 27, 2020
SYYSysco	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 76.6%−148.7 pts vs S&P	Filing for SYY on Mar 27, 2020
TXNTexas Instruments	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	—	Filing for TXN on Mar 27, 2020
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 158.8%−66.5 pts vs S&P	Filing for TMO on Mar 27, 2020
UNPUnion Pacific Corporation	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 153.0%−72.3 pts vs S&P	Filing for UNP on Mar 27, 2020
UNHUnitedHealth Group	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 85.5%−139.8 pts vs S&P	Filing for UNH on Mar 27, 2020
VVisa Inc.	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 173.0%−52.3 pts vs S&P	Filing for V on Mar 27, 2020
WMWaste Management	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▲ 173.8%−51.6 pts vs S&P	Filing for WM on Mar 27, 2020
ZTSZoetis	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 27, 2020	▼ 20.3%−245.6 pts vs S&P	Filing for ZTS on Mar 27, 2020
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 11, 2020	▲ 259.3%+57.0 pts vs S&P	Filing for MSFT on Mar 11, 2020
AMZNAmazon	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 4, 2020	▲ 155.1%−10.0 pts vs S&P	Filing for AMZN on Mar 4, 2020
TEAMAtlassian Corp	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 4, 2020	▲ 23.6%−141.5 pts vs S&P	Filing for TEAM on Mar 4, 2020
ZMZoom Communications, Inc.	Purchase$1,001 - $15,000	Apr 9, 2020	Mar 4, 2020	▼ 21.5%−186.6 pts vs S&P	Filing for ZM on Mar 4, 2020
AMZNAmazon	Sale (partial)$1,001 - $15,000	Apr 9, 2020	Dec 23, 2019	▲ 181.1%+22.9 pts vs S&P	Filing for AMZN on Dec 23, 2019
SNAPSnap Inc	Sale (full)$1,001 - $15,000	Apr 9, 2020	Dec 23, 2019	▼ 64.2%−222.4 pts vs S&P	Filing for SNAP on Dec 23, 2019
AMZNAmazon	Purchase$1,001 - $15,000	Apr 9, 2020	Aug 2, 2019	▲ 176.4%−9.7 pts vs S&P	Filing for AMZN on Aug 2, 2019
DISThe Walt Disney Company	Purchase$1,001 - $15,000	Apr 9, 2020	May 14, 2019	▼ 10.5%−207.4 pts vs S&P	Filing for DIS on May 14, 2019
AMZNAmazon	Purchase$1,001 - $15,000	Apr 9, 2020	Apr 29, 2019	▲ 160.0%−26.3 pts vs S&P	Filing for AMZN on Apr 29, 2019
DINDine Brands Global, Inc.	Sale (partial)$1,001 - $15,000	Apr 9, 2020	Apr 26, 2019	▼ 50.1%−236.8 pts vs S&P	Filing for DIN on Apr 26, 2019
CMGChipotle Mexican Grill	Sale (partial)$15,001 - $50,000	Apr 9, 2020	Apr 16, 2019	▲ 134.1%−55.9 pts vs S&P	Filing for CMG on Apr 16, 2019

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%	+0.3%	51%	116	+0.7% (116)
Purchases	90 days	+1.0%	−1.2%	45%	116	+2.9% (116)
Sales	30 days	+1.0%	+0.8%	55%	149	+0.8% (149)
Sales	90 days	+2.4%	+0.6%	51%	149	+2.3% (149)

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

Filings

Report filed Dec 15, 2023 57 stock or option trades · ABT, ADBE, AMD, GOOGL, AMZN, AXP, AAPL, AMAT, AZO, BRK.B, BLK, BSX
Report filed Nov 16, 2023 0 stock or option trades
Report filed Oct 4, 2023 8 stock or option trades · ABT, ADBE, LLY, EMR, JNJ, PANW, UNP, WM
Report filed Aug 7, 2023 12 stock or option trades · AMD, ELV, AMAT, KO, EW, LRCX, MSFT, SHW, SYY, TMUS, UNH, VLO
Report filed Jun 2, 2023 1 stock or option trade · MSFT
Report filed May 10, 2023 10 stock or option trades · BRK.B, BSX, CAT, CSX, EW, ELV, MA, NVDA, SBUX, V
Report filed Mar 27, 2023 3 stock or option trades · BAC, BRK.B
Report filed Mar 13, 2023 16 stock or option trades · GOOGL, AMZN, AAPL, BSX, CVX, COST, JNJ, JPM, MA, META, MSFT, NVDA
Report filed Feb 13, 2023 0 stock or option trades
Report filed Jan 10, 2023 8 stock or option trades · AMD, BAC, ELV, FISV, JPM, UNH, ZTS
Report filed Nov 9, 2022 5 stock or option trades · ABT, ADBE, CMG, TMUS, WM
Report filed Sep 20, 2022 0 stock or option trades
Report filed Aug 15, 2022 5 stock or option trades · AZO, SBUX, SYY, ULTA
Report filed Aug 15, 2022 0 stock or option trades
Report filed Jul 8, 2022 11 stock or option trades · AZO, STZ, DE, GS, ISRG, JNJ, MS, CRM, TGT, VLO, ZTS
Report filed Mar 23, 2022 14 stock or option trades · AXP, ELV, CMCSA, DHR, HLT, ICE, JNJ, MNST, MS, PGR, SPGI, TGT
Report filed Feb 2, 2022 5 stock or option trades · ELV, BLK, CAT, C, MS
Report filed Dec 3, 2021 0 stock or option trades
Report filed Nov 16, 2021 8 stock or option trades · CAT, GPN, HON, KLAC, LMT, ULTA, V
Report filed Sep 17, 2021 0 stock or option trades
Report filed Sep 2, 2021 3 stock or option trades · HLT, LVS, SHW
Report filed Aug 6, 2021 7 stock or option trades · AMD, AAPL, FISV, HLT, MRK, SBUX, UNH
Report filed Jul 6, 2021 36 stock or option trades · ADBE, AMD, GOOGL, AMZN, ELV, AAPL, AMAT, BAC, BDX, BLK, BSX, C
Report filed Feb 4, 2021 3 stock or option trades · AMZN, DIS
Report filed Oct 16, 2020 5 stock or option trades · GOOGL, AMZN, TEAM, MSFT
Report filed Aug 25, 2020 3 stock or option trades · BRK.B, C, CSX
Report filed Jul 1, 2020 0 stock or option trades
Report filed Jun 16, 2020 0 stock or option trades
Report filed May 18, 2020 0 stock or option trades
Report filed May 4, 2020 0 stock or option trades
Report filed Apr 20, 2020 0 stock or option trades
Report filed Apr 9, 2020 67 stock or option trades · ABT, ADBE, GOOGL, AMZN, AXP, ELV, AAPL, AMAT, TEAM, BAC, BDX, BRK.B

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