undamentalytics Newsletter

John W. Rose: stock trades

Republican, Representative for TN's 6th district. Value ranges as filed, never exact figures.

Activity

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

John W. Rose: purchases and sales per month
0 1 2 3 4 Dec 2024: 0 purchases Dec 2024: 0 sales Dec Jan 2025: 0 purchases Jan 2025: 0 sales Feb 2025: 0 purchases Feb 2025: 0 sales Mar 2025: 0 purchases Mar 2025: 0 sales Mar Apr 2025: 0 purchases Apr 2025: 0 sales May 2025: 0 purchases May 2025: 0 sales Jun 2025: 0 purchases Jun 2025: 4 sales Jun Jul 2025: 0 purchases Jul 2025: 0 sales Aug 2025: 0 purchases Aug 2025: 0 sales Sep 2025: 0 purchases Sep 2025: 0 sales Sep Oct 2025: 0 purchases Oct 2025: 0 sales Nov 2025: 0 purchases Nov 2025: 0 sales Dec 2025: 0 purchases Dec 2025: 0 sales Dec Jan 2026: 0 purchases Jan 2026: 0 sales Feb 2026: 0 purchases Feb 2026: 0 sales Mar 2026: 0 purchases Mar 2026: 0 sales Mar Apr 2026: 0 purchases Apr 2026: 0 sales May 2026: 0 purchases May 2026: 0 sales Jun 2026: 0 purchases Jun 2026: 0 sales Jun Jul 2026: 0 purchases Jul 2026: 0 sales Aug 2026: 0 purchases Aug 2026: 0 sales Sep 2026: 0 purchases Sep 2026: 0 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202400
Jan 202500
Feb 202500
Mar 202500
Apr 202500
May 202500
Jun 202504
Jul 202500
Aug 202500
Sep 202500
Oct 202500
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600
Nov 202600
Trades, 24 months
4
Purchases
0
Sales
4
In 2025
4

Top sectors

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

  • Communication Services42% of trades 5 trades: 0 purchases, 5 sales
  • Financials25% of trades 3 trades: 0 purchases, 3 sales
  • Technology17% of trades 2 trades: 0 purchases, 2 sales
  • Industrials8% of trades 1 trades: 0 purchases, 1 sales
  • Energy8% of trades 1 trades: 0 purchases, 1 sales

Would copying John W. Rose’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. Copying John W. Rose’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 November 15, 2019 into $64,021 by November 2, 2026, against $26,815 in the S&P 500: +30.7% a year against +15.3%, with a beta of 1.17. Reports arrived a median of 29 days after the trade.

$0$20.0k$40.0k$60.0k 20192020202120222023202420252026 $64.0k$26.8k
Copying John W. RoseS&P 500, buy and hold $10,000 copying John W. Rose’s disclosed holdings from November 15, 2019, 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 W. Rose: trades against the S&P 500 afterwards
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 9 −14.3% −14.3% 67% -1.75 Not enough data
Return a year, copying
+30.7%
S&P 500, same dates
+15.3%
Yearly swing (S&P 500)
29% (20%)
Sharpe ratio (S&P 500)
0.96 (0.67)
Biggest drop (S&P 500)
−39% (−34%)
Market sensitivity (beta)
1.17

“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 W. Rose 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 W. Rose: companies traded
GOOGLAlphabet Inc. (Class A) 0 5$1.7M–$6.5M Nov 12, 2019 Jun 3, 2025 —
MSFTMicrosoft Corporation 0 2$750,002–$1.5M Nov 12, 2019 Jun 3, 2025 —
BACBank of America 0 1$250,001–$500,000 Nov 12, 2019 Nov 12, 2019 —
CATCaterpillar Inc. 0 1$250,001–$500,000 Nov 12, 2019 Nov 12, 2019 —
CLBCore Laboratories Inc. 0 1$1,001–$15,000 Nov 12, 2019 Nov 12, 2019 —
PNFPPinnacle Financial Partners, Inc. 0 1$100,001–$250,000 Nov 12, 2019 Nov 12, 2019 —
WFCWells Fargo 0 1$100,001–$250,000 Nov 12, 2019 Nov 12, 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.

John W. Rose: trades in companies we cover
Report
GOOGLAlphabet Inc. (Class A) Sale (full)$250,001 - $500,000 Sep 12, 2026 Jun 3, 2025 ▲ 68.7%+40.1 pts vs S&P Filing for GOOGL on Jun 3, 2025
GOOGLAlphabet Inc. (Class A) Sale (full)$1,000,001 - $5,000,000 Jul 4, 2025 Jun 3, 2025 ▲ 68.7%+40.1 pts vs S&P Filing for GOOGL on Jun 3, 2025
GOOGLAlphabet Inc. (Class A) Sale (full)$250,001 - $500,000 Jul 4, 2025 Jun 3, 2025 ▲ 68.7%+40.1 pts vs S&P Filing for GOOGL on Jun 3, 2025
MSFTMicrosoft Corporation Sale (full)$250,001 - $500,000 Jul 4, 2025 Jun 3, 2025 ▲ 13.9%−14.7 pts vs S&P Filing for MSFT on Jun 3, 2025
GOOGLAlphabet Inc. (Class A) Sale (partial)$100,001 - $250,000 Dec 11, 2019 Nov 12, 2019 ▲ 334.4%+164.7 pts vs S&P Filing for GOOGL on Nov 12, 2019
GOOGLAlphabet Inc. (Class A) Sale (partial)$100,001 - $250,000 Dec 11, 2019 Nov 12, 2019 ▲ 334.4%+164.7 pts vs S&P Filing for GOOGL on Nov 12, 2019
BACBank of America Sale (full)$250,001 - $500,000 Dec 11, 2019 Nov 12, 2019 ▲ 77.0%−92.7 pts vs S&P Filing for BAC on Nov 12, 2019
CATCaterpillar Inc. Sale (full)$250,001 - $500,000 Dec 11, 2019 Nov 12, 2019 ▲ 386.2%+216.5 pts vs S&P Filing for CAT on Nov 12, 2019
CLBCore Laboratories Inc. Sale (full)$1,001 - $15,000 Dec 11, 2019 Nov 12, 2019 ▼ 78.5%−248.3 pts vs S&P Filing for CLB on Nov 12, 2019
MSFTMicrosoft Corporation Sale (partial)$500,001 - $1,000,000 Dec 11, 2019 Nov 12, 2019 ▲ 277.6%+107.9 pts vs S&P Filing for MSFT on Nov 12, 2019
PNFPPinnacle Financial Partners, Inc. Sale (full)$100,001 - $250,000 Dec 11, 2019 Nov 12, 2019 ▲ 87.1%−82.6 pts vs S&P Filing for PNFP on Nov 12, 2019
WFCWells Fargo Sale (full)$100,001 - $250,000 Dec 11, 2019 Nov 12, 2019 ▲ 86.8%−82.9 pts vs S&P Filing for WFC on Nov 12, 2019

What happened to the stocks afterwards

John W. Rose has too few trades with a full 30 or 90 day window behind them to say anything (we need at least 20 on a side). The totals are not shown rather than shown on a handful of trades.

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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