undamentalytics Newsletter

Jonathan L. Jackson: stock trades

Democrat, Representative for IL's 1st district. Value ranges as filed, never exact figures.

Activity

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

Jonathan L. Jackson: purchases and sales per month
0 5 10 15 20 Dec 2024: 2 purchases Dec 2024: 2 sales Dec Jan 2025: 0 purchases Jan 2025: 0 sales Feb 2025: 0 purchases Feb 2025: 0 sales Mar 2025: 18 purchases Mar 2025: 3 sales Mar Apr 2025: 8 purchases Apr 2025: 8 sales May 2025: 3 purchases May 2025: 4 sales Jun 2025: 1 purchases Jun 2025: 1 sales Jun Jul 2025: 1 purchases Jul 2025: 1 sales Aug 2025: 2 purchases Aug 2025: 1 sales Sep 2025: 2 purchases Sep 2025: 2 sales Sep Oct 2025: 3 purchases Oct 2025: 1 sales Nov 2025: 2 purchases Nov 2025: 3 sales Dec 2025: 3 purchases Dec 2025: 3 sales Dec Jan 2026: 5 purchases Jan 2026: 5 sales Feb 2026: 7 purchases Feb 2026: 7 sales Mar 2026: 2 purchases Mar 2026: 2 sales Mar Apr 2026: 1 purchases Apr 2026: 4 sales May 2026: 0 purchases May 2026: 1 sales Jun 2026: 2 purchases Jun 2026: 1 sales Jun Jul 2026: 0 purchases Jul 2026: 0 sales Aug 2026: 0 purchases Aug 2026: 1 sales Sep 2026: 3 purchases Sep 2026: 3 sales Sep Oct 2026: 0 purchases Oct 2026: 0 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202422
Jan 202500
Feb 202500
Mar 2025183
Apr 202588
May 202534
Jun 202511
Jul 202511
Aug 202521
Sep 202522
Oct 202531
Nov 202523
Dec 202533
Jan 202655
Feb 202677
Mar 202622
Apr 202614
May 202601
Jun 202621
Jul 202600
Aug 202601
Sep 202633
Oct 202600
Nov 202600
Trades, 24 months
118
Purchases
65
Sales
53
In 2026
44

Top sectors

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

  • Technology25% of trades 45 trades: 21 purchases, 24 sales
  • Health Care14% of trades 25 trades: 13 purchases, 12 sales
  • Consumer Discretionary13% of trades 23 trades: 14 purchases, 9 sales
  • Financials12% of trades 22 trades: 16 purchases, 6 sales
  • Communication Services10% of trades 19 trades: 12 purchases, 7 sales
  • Industrials9% of trades 16 trades: 9 purchases, 7 sales

Would copying Jonathan L. Jackson’s trades have beaten the S&P 500?

Copying Jonathan L. Jackson’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 15, 2023 into $20,509 by November 2, 2026, against $19,130 in the S&P 500: +23.1% a year against +20.7%, with a beta of 1.14. Selling each purchase after 6 months instead would have made +6.3% a year. Six months after each report, the average share purchase was −4.9% against the S&P 500 (median −5.3%), and 39% beat it, a gap unlikely to be luck alone. Measured from the trade date instead, the member’s own timing, the average was −7.9%. Reports arrived a median of 33 days after the trade. 11 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.

$0$10.0k$20.0k 2023202420252026 $20.5k$19.1k
Copying Jonathan L. JacksonS&P 500, buy and hold $10,000 copying Jonathan L. Jackson’s disclosed holdings from May 15, 2023, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.
Jonathan L. Jackson: trades against the S&P 500 afterwards
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 99 −3.5% −4.8% 38% -1.93 Strong evidence: behind
Purchases, 6 months after the report 96 −4.9% −5.3% 39% -1.84 Strong evidence: behind
Purchases, 3 months after the trade 99 −2.3% −1.6% 44% -1.35 No reliable evidence
Purchases, 6 months after the trade 97 −7.9% −5.3% 35% -3.03 Strong evidence: behind
Sales, 6 months after the report 73 −4.7% −9.0% 63% -1.50 Some evidence: seller right
Return a year, copying
+23.1%
S&P 500, same dates
+20.7%
Yearly swing (S&P 500)
19% (15%)
Sharpe ratio (S&P 500)
0.94 (1.03)
Biggest drop (S&P 500)
−23% (−19%)
Market sensitivity (beta)
1.14

“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 Jonathan L. Jackson 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.

Jonathan L. Jackson: companies traded
AMZNAmazon 5$19,005–$110,000 3$17,003–$80,000 Nov 27, 2024 Mar 9, 2026 ▲ 22.5%−6.3 pts vs S&P
CHDChurch & Dwight 4$18,004–$95,000 2$16,002–$65,000 Nov 13, 2024 May 14, 2025 ▲ 4.7%−24.5 pts vs S&P
IBMIBM 3$66,003–$165,000 3$52,003–$130,000 May 14, 2025 Feb 17, 2026 ▼ 0.3%−30.8 pts vs S&P
MCKMcKesson 4$4,004–$60,000 2$2,002–$30,000 Mar 3, 2025 Jun 15, 2026 ▲ 56.7%+25.0 pts vs S&P
METAMeta Platforms 4$4,004–$60,000 2$2,002–$30,000 Dec 9, 2024 Nov 11, 2025 ▲ 1.6%−26.0 pts vs S&P
TMUST-Mobile US 4$18,004–$95,000 2$51,002–$115,000 Nov 7, 2023 Jan 13, 2026 ▲ 10.6%−68.3 pts vs S&P
HOODRobinhood Markets 3$31,003–$115,000 2$16,002–$65,000 Sep 5, 2025 Jan 20, 2026 ▼ 16.0%−34.0 pts vs S&P
NEENextEra Energy 0 5$61,005–$215,000 May 26, 2023 Oct 4, 2023 —
SHOPShopify Inc. 3$66,003–$165,000 2$51,002–$115,000 Oct 6, 2025 Feb 3, 2026 ▼ 12.7%−26.2 pts vs S&P
THCTenet Healthcare Corp 2$16,002–$65,000 3$17,003–$80,000 Sep 3, 2025 Apr 20, 2026 ▲ 43.5%+24.7 pts vs S&P
ASMLAsml Holding NV 2$30,002–$100,000 2$30,002–$100,000 May 26, 2023 Oct 28, 2024 —
CCitigroup 4$67,004–$180,000 0 Jan 30, 2026 Feb 11, 2026 —
CRMSalesforce 2$30,002–$100,000 2$30,002–$100,000 Jun 9, 2023 Mar 11, 2025 ▲ 5.1%−78.1 pts vs S&P
LLYLilly (Eli) 2$16,002–$65,000 2$16,002–$65,000 Apr 21, 2025 Jun 3, 2025 ▲ 73.9%+24.7 pts vs S&P
LRCXLam Research 2$16,002–$65,000 2$16,002–$65,000 Jan 19, 2024 Sep 3, 2025 ▲ 184.3%+122.9 pts vs S&P
PANWPalo Alto Networks 2$51,002–$115,000 2$51,002–$115,000 Dec 1, 2023 Feb 5, 2026 ▲ 136.9%+66.6 pts vs S&P
REGNRegeneron Pharmaceuticals 2$16,002–$65,000 2$16,002–$65,000 Jun 23, 2023 Nov 13, 2024 ▲ 25.8%−55.3 pts vs S&P
ELThe Estée Lauder Companies 2$65,002–$150,000 1$15,001–$50,000 May 2, 2023 Sep 28, 2026 ▼ 54.4%−146.1 pts vs S&P
GSGoldman Sachs 2$2,002–$30,000 1$1,001–$15,000 Mar 3, 2025 Apr 7, 2025 ▲ 52.3%+20.6 pts vs S&P
KKRKKR & Co. 2$2,002–$30,000 1$1,001–$15,000 Mar 3, 2025 Apr 4, 2025 ▼ 27.3%−59.0 pts vs S&P
LINLinde plc 2$30,002–$100,000 1$50,001–$100,000 Jul 18, 2023 May 7, 2025 ▲ 39.3%−33.4 pts vs S&P
MSFTMicrosoft Corporation 0 3$66,003–$165,000 Mar 4, 2025 May 12, 2026 —
ORLYO'Reilly Automotive 1$15,001–$50,000 2$16,002–$65,000 Dec 16, 2024 Apr 24, 2026 ▲ 6.5%−20.6 pts vs S&P
VSATViasat Inc 1$50,001–$100,000 2$51,002–$115,000 Jan 22, 2026 Sep 28, 2026 ▲ 71.1%+60.8 pts vs S&P
WWayfair Inc. 2$16,002–$65,000 1$15,001–$50,000 Dec 15, 2023 Jan 17, 2024 ▲ 74.3%+8.4 pts vs S&P
WMBWilliams Companies 2$2,002–$30,000 1$1,001–$15,000 Mar 17, 2025 Apr 23, 2025 ▲ 30.9%−4.6 pts vs S&P
ACIAlbertsons Companies, Inc. 1$15,001–$50,000 1$15,001–$50,000 Dec 14, 2023 Jul 3, 2024 ▼ 34.9%−100.5 pts vs S&P
AESAES Corporation 1$15,001–$50,000 1$15,001–$50,000 Jul 9, 2024 Sep 19, 2024 ▼ 4.3%−43.5 pts vs S&P
AMATApplied Materials 1$50,001–$100,000 1$15,001–$50,000 Mar 13, 2024 Nov 27, 2024 ▲ 93.6%+42.6 pts vs S&P
ARMARM Holdings PLC 1$1,001–$15,000 1$1,001–$15,000 Jul 17, 2025 Sep 2, 2025 ▲ 29.0%+7.3 pts vs S&P
ARMKAramark 1$15,001–$50,000 1$15,001–$50,000 Sep 19, 2024 Apr 10, 2025 ▲ 43.8%+8.3 pts vs S&P
BHFBrighthouse Financial, Inc. 1$15,001–$50,000 1$15,001–$50,000 Feb 28, 2023 Apr 14, 2023 ▼ 26.5%−126.1 pts vs S&P
COPConocoPhillips 1$15,001–$50,000 1$15,001–$50,000 Apr 2, 2024 Jul 5, 2024 ▲ 19.4%−30.3 pts vs S&P
CPNGCoupang, Inc. 1$15,001–$50,000 1$15,001–$50,000 Jul 3, 2024 Jan 22, 2026 ▼ 27.2%−67.5 pts vs S&P
DEDeere & Company 1$15,001–$50,000 1$15,001–$50,000 Jan 17, 2023 Jun 23, 2023 ▲ 60.3%−38.5 pts vs S&P
DOCSDoximity, Inc. 1$15,001–$50,000 1$15,001–$50,000 Aug 25, 2025 Nov 6, 2025 ▼ 51.0%−69.9 pts vs S&P
GDGeneral Dynamics 1$15,001–$50,000 1$15,001–$50,000 Sep 24, 2024 Dec 16, 2024 ▲ 27.8%−7.2 pts vs S&P
GOOGLAlphabet Inc. (Class A) 1$15,001–$50,000 1$15,001–$50,000 Jun 7, 2023 Apr 21, 2025 ▲ 130.0%+45.4 pts vs S&P
HONHoneywell Technologies 1$50,001–$100,000 1$50,001–$100,000 May 1, 2023 Nov 16, 2023 ▲ 21.4%−68.1 pts vs S&P
HXLHexcel Corp 1$15,001–$50,000 1$15,001–$50,000 Feb 16, 2024 Apr 24, 2024 —
INTCIntel 1$15,001–$50,000 1$15,001–$50,000 Jan 8, 2024 Mar 13, 2024 ▲ 26.5%−37.6 pts vs S&P
JPMJPMorgan Chase 2$16,002–$65,000 0 Apr 24, 2024 Jan 20, 2026 ▲ 83.7%+30.1 pts vs S&P
LULULululemon Athletica 1$15,001–$50,000 1$15,001–$50,000 Oct 30, 2023 Apr 2, 2024 ▼ 72.7%−160.8 pts vs S&P
MARMarriott International 2$30,002–$100,000 0 Jun 6, 2023 Oct 11, 2023 ▲ 136.8%+52.8 pts vs S&P
MELIMercadolibre Inc 1$15,001–$50,000 1$15,001–$50,000 May 23, 2023 Dec 10, 2025 ▲ 28.5%−61.7 pts vs S&P
NFLXNetflix 1$50,001–$100,000 1$50,001–$100,000 Apr 16, 2025 Dec 8, 2025 ▼ 34.4%−80.3 pts vs S&P
PLTRPalantir Technologies Inc. 1$15,001–$50,000 1$15,001–$50,000 Dec 22, 2025 Jan 16, 2026 ▼ 9.7%−20.6 pts vs S&P
SPGSimon Property Group 2$30,002–$100,000 0 Aug 26, 2024 Apr 20, 2026 ▲ 47.3%+9.3 pts vs S&P
TIMBTIM S.a. 1$15,001–$50,000 1$15,001–$50,000 Aug 31, 2023 Dec 9, 2024 —
VVisa Inc. 1$15,001–$50,000 1$50,001–$100,000 Jan 10, 2023 Apr 24, 2026 ▲ 95.9%−6.5 pts vs S&P
WMTWalmart 1$50,001–$100,000 1$50,001–$100,000 Jan 13, 2026 Sep 28, 2026 ▲ 4.3%−5.2 pts vs S&P
AAPLApple Inc. 0 1$15,001–$50,000 Mar 13, 2024 Mar 13, 2024 —
ADIAnalog Devices 0 1$15,001–$50,000 Mar 13, 2024 Mar 13, 2024 —
AMEAmetek 1$15,001–$50,000 0 Jan 23, 2023 Jan 23, 2023 ▲ 78.9%−18.4 pts vs S&P
CAHCardinal Health 1$50,001–$100,000 0 Jan 12, 2024 Jan 12, 2024 ▲ 149.2%+85.8 pts vs S&P
DDOGDatadog, Inc. 1$50,001–$100,000 0 Sep 28, 2026 Sep 28, 2026 ▼ 17.7%−16.2 pts vs S&P
DTEDTE Energy 0 1$15,001–$50,000 Sep 26, 2023 Sep 26, 2023 —
EMEEmcor 1$1,001–$15,000 0 Aug 29, 2023 Aug 29, 2023 ▲ 214.7%+140.0 pts vs S&P
GEVGE Vernova 1$15,001–$50,000 0 Jan 30, 2026 Jan 30, 2026 ▲ 26.7%+16.9 pts vs S&P
GHGuardant Health, Inc. 1$15,001–$50,000 0 Sep 28, 2026 Sep 28, 2026 ▼ 1.5%+0.0 pts vs S&P

The 60 most traded of 72 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.

Jonathan L. Jackson: trades in companies we cover
Report
DDOGDatadog, Inc. Purchase$50,001 - $100,000 · Joint Oct 19, 2026 Sep 28, 2026 ▼ 17.7%−16.2 pts vs S&P Filing for DDOG on Sep 28, 2026
ELThe Estée Lauder Companies Purchase$50,001 - $100,000 · Joint Oct 19, 2026 Sep 28, 2026 ▲ 10.0%+11.5 pts vs S&P Filing for EL on Sep 28, 2026
GHGuardant Health, Inc. Purchase$15,001 - $50,000 · Joint Oct 19, 2026 Sep 28, 2026 ▼ 1.5%+0.0 pts vs S&P Filing for GH on Sep 28, 2026
VSATViasat Inc Sale (full)$50,001 - $100,000 · Joint Oct 19, 2026 Sep 28, 2026 ▲ 5.6%+7.1 pts vs S&P Filing for VSAT on Sep 28, 2026
WMTWalmart Sale (full)$50,001 - $100,000 · Joint Oct 19, 2026 Sep 28, 2026 ▲ 14.8%+16.3 pts vs S&P Filing for WMT on Sep 28, 2026
VSATViasat Inc Sale (partial)$1,001 - $15,000 · Joint Sep 3, 2026 Aug 28, 2026 ▲ 12.3%+14.1 pts vs S&P Filing for VSAT on Aug 28, 2026
HLTHilton Worldwide Purchase$1,001 - $15,000 · Spouse Jul 15, 2026 Jun 15, 2026 ▲ 5.0%+4.6 pts vs S&P Filing for HLT on Jun 15, 2026
MCKMcKesson Sale (full)$1,001 - $15,000 · Spouse Jul 15, 2026 Jun 15, 2026 ▲ 28.9%+28.5 pts vs S&P Filing for MCK on Jun 15, 2026
SPHRSphere Entertainment Co. Purchase$1,001 - $15,000 · Spouse Jul 15, 2026 Jun 15, 2026 ▼ 31.7%−32.1 pts vs S&P Filing for SPHR on Jun 15, 2026
MSFTMicrosoft Corporation Sale (partial)$15,001 - $50,000 · Joint Jun 16, 2026 May 12, 2026 ▲ 28.6%+25.9 pts vs S&P Filing for MSFT on May 12, 2026
ORLYO'Reilly Automotive Sale (full)$1,001 - $15,000 May 27, 2026 Apr 24, 2026 ▼ 3.2%−9.4 pts vs S&P Filing for ORLY on Apr 24, 2026
VVisa Inc. Sale (full)$50,001 - $100,000 · Joint May 27, 2026 Apr 24, 2026 ▲ 36.5%+30.4 pts vs S&P Filing for V on Apr 24, 2026
SPGSimon Property Group Purchase$15,001 - $50,000 · Joint May 27, 2026 Apr 20, 2026 ▲ 9.1%+2.2 pts vs S&P Filing for SPG on Apr 20, 2026
THCTenet Healthcare Corp Sale (full)$15,001 - $50,000 · Joint May 27, 2026 Apr 20, 2026 ▲ 40.2%+33.3 pts vs S&P Filing for THC on Apr 20, 2026
THCTenet Healthcare Corp Sale (full)$1,001 - $15,000 · Spouse May 27, 2026 Apr 15, 2026 ▲ 38.5%+30.3 pts vs S&P Filing for THC on Apr 15, 2026
ORLYO'Reilly Automotive Sale (full)$15,001 - $50,000 · Joint Apr 8, 2026 Mar 19, 2026 ▲ 2.5%−12.7 pts vs S&P Filing for ORLY on Mar 19, 2026
AMZNAmazon Sale (full)$1,001 - $15,000 Apr 8, 2026 Mar 9, 2026 ▲ 18.0%+6.0 pts vs S&P Filing for AMZN on Mar 9, 2026
IBMIBM Sale (full)$50,001 - $100,000 · Joint Mar 12, 2026 Feb 17, 2026 ▼ 2.3%−13.5 pts vs S&P Filing for IBM on Feb 17, 2026
IBMIBM Sale (full)$1,001 - $15,000 Mar 12, 2026 Feb 17, 2026 ▼ 2.3%−13.5 pts vs S&P Filing for IBM on Feb 17, 2026
AMZNAmazon Sale (full)$1,001 - $15,000 · Spouse Mar 12, 2026 Feb 11, 2026 ▲ 23.5%+13.6 pts vs S&P Filing for AMZN on Feb 11, 2026
CCitigroup Purchase$1,001 - $15,000 · Spouse Mar 12, 2026 Feb 11, 2026 — Filing for C on Feb 11, 2026
THCTenet Healthcare Corp Sale (partial)$1,001 - $15,000 · Spouse Mar 12, 2026 Feb 11, 2026 ▲ 18.5%+8.6 pts vs S&P Filing for THC on Feb 11, 2026
WELLWelltower Purchase$1,001 - $15,000 · Spouse Mar 12, 2026 Feb 11, 2026 ▲ 17.1%+7.2 pts vs S&P Filing for WELL on Feb 11, 2026
AMZNAmazon Purchase$1,001 - $15,000 Mar 12, 2026 Feb 5, 2026 ▲ 13.2%+1.0 pts vs S&P Filing for AMZN on Feb 5, 2026
CCitigroup Purchase$50,001 - $100,000 · Joint Mar 12, 2026 Feb 5, 2026 — Filing for C on Feb 5, 2026
PANWPalo Alto Networks Sale (full)$50,001 - $100,000 · Joint Mar 12, 2026 Feb 5, 2026 ▲ 126.7%+114.5 pts vs S&P Filing for PANW on Feb 5, 2026
CCitigroup Purchase$1,001 - $15,000 Mar 12, 2026 Feb 4, 2026 — Filing for C on Feb 4, 2026
SHOPShopify Inc. Sale (full)$1,001 - $15,000 Mar 12, 2026 Feb 3, 2026 ▲ 20.4%+10.2 pts vs S&P Filing for SHOP on Feb 3, 2026
CCitigroup Purchase$15,001 - $50,000 · Joint Feb 23, 2026 Jan 30, 2026 — Filing for C on Jan 30, 2026
GEVGE Vernova Purchase$15,001 - $50,000 · Joint Feb 23, 2026 Jan 30, 2026 ▲ 26.7%+16.9 pts vs S&P Filing for GEV on Jan 30, 2026
SHOPShopify Inc. Sale (full)$50,001 - $100,000 · Joint Feb 23, 2026 Jan 30, 2026 ▲ 9.5%−0.3 pts vs S&P Filing for SHOP on Jan 30, 2026
CPNGCoupang, Inc. Sale (full)$15,001 - $50,000 · Joint Feb 23, 2026 Jan 22, 2026 ▼ 23.7%−34.0 pts vs S&P Filing for CPNG on Jan 22, 2026
VSATViasat Inc Purchase$50,001 - $100,000 · Joint Feb 23, 2026 Jan 22, 2026 ▲ 71.1%+60.8 pts vs S&P Filing for VSAT on Jan 22, 2026
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Spouse Feb 23, 2026 Jan 20, 2026 ▲ 12.9%+0.7 pts vs S&P Filing for JPM on Jan 20, 2026
HOODRobinhood Markets Sale (full)$1,001 - $15,000 · Spouse Feb 23, 2026 Jan 20, 2026 ▼ 19.6%−31.7 pts vs S&P Filing for HOOD on Jan 20, 2026
PLTRPalantir Technologies Inc. Sale (full)$15,001 - $50,000 · Joint Feb 23, 2026 Jan 16, 2026 ▲ 2.5%−7.4 pts vs S&P Filing for PLTR on Jan 16, 2026
TMUST-Mobile US Sale (full)$50,001 - $100,000 · Joint Feb 23, 2026 Jan 13, 2026 ▼ 17.1%−26.6 pts vs S&P Filing for TMUS on Jan 13, 2026
WMTWalmart Purchase$50,001 - $100,000 · Joint Feb 23, 2026 Jan 13, 2026 ▲ 4.3%−5.2 pts vs S&P Filing for WMT on Jan 13, 2026
PLTRPalantir Technologies Inc. Purchase$15,001 - $50,000 · Joint Jan 8, 2026 Dec 22, 2025 ▼ 9.7%−20.6 pts vs S&P Filing for PLTR on Dec 22, 2025
HOODRobinhood Markets Sale (full)$15,001 - $50,000 · Joint Jan 8, 2026 Dec 22, 2025 ▼ 30.5%−41.4 pts vs S&P Filing for HOOD on Dec 22, 2025
MELIMercadolibre Inc Sale (full)$15,001 - $50,000 · Joint Jan 8, 2026 Dec 10, 2025 ▼ 15.2%−26.1 pts vs S&P Filing for MELI on Dec 10, 2025
THCTenet Healthcare Corp Purchase$15,001 - $50,000 · Joint Jan 8, 2026 Dec 10, 2025 ▲ 35.8%+24.9 pts vs S&P Filing for THC on Dec 10, 2025
NFLXNetflix Sale (full)$50,001 - $100,000 · Joint Jan 8, 2026 Dec 8, 2025 ▼ 34.9%−46.4 pts vs S&P Filing for NFLX on Dec 8, 2025
SHOPShopify Inc. Purchase$50,001 - $100,000 · Joint Jan 8, 2026 Dec 8, 2025 ▼ 9.3%−20.8 pts vs S&P Filing for SHOP on Dec 8, 2025
METAMeta Platforms Sale (full)$1,001 - $15,000 · Spouse Dec 5, 2025 Nov 11, 2025 ▼ 0.9%−12.5 pts vs S&P Filing for META on Nov 11, 2025
STTState Street Corporation Purchase$1,001 - $15,000 · Spouse Dec 5, 2025 Nov 11, 2025 ▲ 45.4%+33.8 pts vs S&P Filing for STT on Nov 11, 2025
TMUST-Mobile US Sale (full)$1,001 - $15,000 · Spouse Dec 5, 2025 Nov 11, 2025 ▼ 25.5%−37.1 pts vs S&P Filing for TMUS on Nov 11, 2025
DOCSDoximity, Inc. Sale (full)$15,001 - $50,000 · Joint Dec 5, 2025 Nov 6, 2025 ▼ 48.0%−61.7 pts vs S&P Filing for DOCS on Nov 6, 2025
HOODRobinhood Markets Purchase$15,001 - $50,000 · Joint Dec 5, 2025 Nov 6, 2025 ▼ 33.0%−46.8 pts vs S&P Filing for HOOD on Nov 6, 2025
MCKMcKesson Sale (full)$1,001 - $15,000 Nov 10, 2025 Oct 8, 2025 ▲ 33.4%+20.1 pts vs S&P Filing for MCK on Oct 8, 2025
HOODRobinhood Markets Purchase$15,001 - $50,000 · Joint Nov 10, 2025 Oct 8, 2025 ▼ 43.6%−56.8 pts vs S&P Filing for HOOD on Oct 8, 2025
SHOPShopify Inc. Purchase$1,001 - $15,000 Nov 10, 2025 Oct 8, 2025 ▼ 13.7%−26.9 pts vs S&P Filing for SHOP on Oct 8, 2025
SHOPShopify Inc. Purchase$15,001 - $50,000 · Joint Nov 10, 2025 Oct 6, 2025 ▼ 12.7%−26.2 pts vs S&P Filing for SHOP on Oct 6, 2025
HOODRobinhood Markets Purchase$1,001 - $15,000 · Spouse Oct 15, 2025 Sep 5, 2025 ▼ 16.0%−34.0 pts vs S&P Filing for HOOD on Sep 5, 2025
LRCXLam Research Sale (full)$1,001 - $15,000 · Spouse Oct 15, 2025 Sep 3, 2025 ▲ 136.7%+117.9 pts vs S&P Filing for LRCX on Sep 3, 2025
THCTenet Healthcare Corp Purchase$1,001 - $15,000 · Spouse Oct 15, 2025 Sep 3, 2025 ▲ 43.5%+24.7 pts vs S&P Filing for THC on Sep 3, 2025
ARMARM Holdings PLC Sale (full)$1,001 - $15,000 · Spouse Oct 15, 2025 Sep 2, 2025 ▲ 53.2%+33.8 pts vs S&P Filing for ARM on Sep 2, 2025
DOCSDoximity, Inc. Purchase$15,001 - $50,000 · Joint Sep 23, 2025 Aug 25, 2025 ▼ 51.0%−69.9 pts vs S&P Filing for DOCS on Aug 25, 2025
IBMIBM Sale (full)$1,001 - $15,000 · Spouse Sep 23, 2025 Aug 13, 2025 ▲ 6.4%−12.2 pts vs S&P Filing for IBM on Aug 13, 2025
LRCXLam Research Purchase$1,001 - $15,000 · Spouse Sep 23, 2025 Aug 13, 2025 ▲ 116.7%+98.2 pts vs S&P Filing for LRCX on Aug 13, 2025
ARMARM Holdings PLC Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Jul 17, 2025 ▲ 29.0%+7.3 pts vs S&P Filing for ARM on Jul 17, 2025
LLYLilly (Eli) Sale (full)$15,001 - $50,000 · Joint Jul 14, 2025 Jun 3, 2025 ▲ 89.1%+60.5 pts vs S&P Filing for LLY on Jun 3, 2025
IBMIBM Purchase$15,001 - $50,000 · Joint Jul 14, 2025 Jun 3, 2025 ▼ 3.1%−31.7 pts vs S&P Filing for IBM on Jun 3, 2025
LLYLilly (Eli) Sale (full)$1,001 - $15,000 · Spouse Aug 25, 2025 May 21, 2025 ▲ 95.8%+64.3 pts vs S&P Filing for LLY on May 21, 2025
IBMIBM Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 May 21, 2025 ▼ 1.4%−33.0 pts vs S&P Filing for IBM on May 21, 2025
CHDChurch & Dwight Sale (full)$15,001 - $50,000 · Joint Jun 13, 2025 May 14, 2025 ▲ 19.8%−10.6 pts vs S&P Filing for CHD on May 14, 2025
IBMIBM Purchase$50,001 - $100,000 · Joint Jun 13, 2025 May 14, 2025 ▼ 0.3%−30.8 pts vs S&P Filing for IBM on May 14, 2025
LINLinde plc Sale (full)$50,001 - $100,000 · Joint Jun 13, 2025 May 7, 2025 ▲ 16.5%−20.1 pts vs S&P Filing for LIN on May 7, 2025
CHDChurch & Dwight Sale (full)$1,001 - $15,000 · Spouse Aug 25, 2025 May 5, 2025 ▲ 20.3%−15.7 pts vs S&P Filing for CHD on May 5, 2025
AMZNAmazon Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Apr 23, 2025 ▲ 39.5%−3.6 pts vs S&P Filing for AMZN on Apr 23, 2025
CHDChurch & Dwight Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Apr 23, 2025 ▲ 9.3%−33.9 pts vs S&P Filing for CHD on Apr 23, 2025
LLYLilly (Eli) Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Apr 23, 2025 ▲ 71.5%+28.3 pts vs S&P Filing for LLY on Apr 23, 2025
MCKMcKesson Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Apr 23, 2025 ▲ 45.9%+2.7 pts vs S&P Filing for MCK on Apr 23, 2025
METAMeta Platforms Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Apr 23, 2025 ▲ 19.6%−23.6 pts vs S&P Filing for META on Apr 23, 2025
TMUST-Mobile US Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Apr 23, 2025 ▼ 38.6%−81.8 pts vs S&P Filing for TMUS on Apr 23, 2025
WMBWilliams Companies Sale (partial)$1,001 - $15,000 · Spouse Aug 25, 2025 Apr 23, 2025 ▲ 30.8%−12.4 pts vs S&P Filing for WMB on Apr 23, 2025
GOOGLAlphabet Inc. (Class A) Sale (full)$15,001 - $50,000 · Joint May 13, 2025 Apr 21, 2025 ▲ 89.9%+40.7 pts vs S&P Filing for GOOGL on Apr 21, 2025
LLYLilly (Eli) Purchase$15,001 - $50,000 · Joint May 13, 2025 Apr 21, 2025 ▲ 73.9%+24.7 pts vs S&P Filing for LLY on Apr 21, 2025
AMZNAmazon Sale (full)$15,001 - $50,000 · Joint May 13, 2025 Apr 16, 2025 ▲ 44.5%−1.3 pts vs S&P Filing for AMZN on Apr 16, 2025
METAMeta Platforms Sale (full)$1,001 - $15,000 · Joint May 13, 2025 Apr 16, 2025 ▲ 23.9%−22.0 pts vs S&P Filing for META on Apr 16, 2025
NFLXNetflix Purchase$50,001 - $100,000 · Joint May 13, 2025 Apr 16, 2025 ▼ 34.4%−80.3 pts vs S&P Filing for NFLX on Apr 16, 2025
ARMKAramark Sale (full)$15,001 - $50,000 · Joint May 13, 2025 Apr 10, 2025 ▲ 69.6%+23.5 pts vs S&P Filing for ARMK on Apr 10, 2025
MSFTMicrosoft Corporation Sale (partial)$50,001 - $100,000 · Joint May 13, 2025 Apr 10, 2025 ▲ 38.5%−7.6 pts vs S&P Filing for MSFT on Apr 10, 2025
GSGoldman Sachs Sale (full)$1,001 - $15,000 · Spouse Aug 25, 2025 Apr 7, 2025 ▲ 98.1%+46.1 pts vs S&P Filing for GS on Apr 7, 2025
KKRKKR & Co. Sale (full)$1,001 - $15,000 · Spouse Aug 25, 2025 Apr 4, 2025 ▲ 4.2%−47.5 pts vs S&P Filing for KKR on Apr 4, 2025
AMZNAmazon Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 24, 2025 ▲ 24.0%−9.6 pts vs S&P Filing for AMZN on Mar 24, 2025
CHDChurch & Dwight Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 24, 2025 ▲ 4.4%−29.1 pts vs S&P Filing for CHD on Mar 24, 2025
GSGoldman Sachs Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 24, 2025 ▲ 59.0%+25.4 pts vs S&P Filing for GS on Mar 24, 2025
KKRKKR & Co. Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 24, 2025 ▼ 20.7%−54.2 pts vs S&P Filing for KKR on Mar 24, 2025
MCKMcKesson Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 24, 2025 ▲ 52.8%+19.3 pts vs S&P Filing for MCK on Mar 24, 2025
METAMeta Platforms Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 24, 2025 ▲ 0.5%−33.0 pts vs S&P Filing for META on Mar 24, 2025
TMUST-Mobile US Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 24, 2025 ▼ 38.5%−72.1 pts vs S&P Filing for TMUS on Mar 24, 2025
WMBWilliams Companies Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 24, 2025 ▲ 25.2%−8.4 pts vs S&P Filing for WMB on Mar 24, 2025
PANWPalo Alto Networks Sale (full)$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 17, 2025 ▲ 89.6%+54.0 pts vs S&P Filing for PANW on Mar 17, 2025
WMBWilliams Companies Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 17, 2025 ▲ 30.9%−4.6 pts vs S&P Filing for WMB on Mar 17, 2025
CRMSalesforce Sale (full)$15,001 - $50,000 · Joint Apr 8, 2025 Mar 11, 2025 ▼ 18.8%−57.1 pts vs S&P Filing for CRM on Mar 11, 2025
MCKMcKesson Purchase$1,001 - $15,000 Apr 8, 2025 Mar 4, 2025 ▲ 56.9%+23.6 pts vs S&P Filing for MCK on Mar 4, 2025
MSFTMicrosoft Corporation Sale (full)$1,001 - $15,000 Apr 8, 2025 Mar 4, 2025 ▲ 35.9%+2.6 pts vs S&P Filing for MSFT on Mar 4, 2025
AMZNAmazon Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 3, 2025 ▲ 22.9%−8.8 pts vs S&P Filing for AMZN on Mar 3, 2025
CHDChurch & Dwight Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 3, 2025 ▼ 0.4%−32.1 pts vs S&P Filing for CHD on Mar 3, 2025
GSGoldman Sachs Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 3, 2025 ▲ 52.3%+20.6 pts vs S&P Filing for GS on Mar 3, 2025
KKRKKR & Co. Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 3, 2025 ▼ 27.3%−59.0 pts vs S&P Filing for KKR on Mar 3, 2025
MCKMcKesson Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 3, 2025 ▲ 56.7%+25.0 pts vs S&P Filing for MCK on Mar 3, 2025
METAMeta Platforms Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 3, 2025 ▼ 4.9%−36.6 pts vs S&P Filing for META on Mar 3, 2025
PANWPalo Alto Networks Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 3, 2025 ▲ 91.0%+59.3 pts vs S&P Filing for PANW on Mar 3, 2025
TMUST-Mobile US Purchase$1,001 - $15,000 · Spouse Aug 25, 2025 Mar 3, 2025 ▼ 41.7%−73.4 pts vs S&P Filing for TMUS on Mar 3, 2025
GDGeneral Dynamics Sale (full)$15,001 - $50,000 · Joint Jan 16, 2025 Dec 16, 2024 ▲ 45.7%+18.5 pts vs S&P Filing for GD on Dec 16, 2024
ORLYO'Reilly Automotive Purchase$15,001 - $50,000 · Joint Jan 16, 2025 Dec 16, 2024 ▲ 6.5%−20.6 pts vs S&P Filing for ORLY on Dec 16, 2024
METAMeta Platforms Purchase$1,001 - $15,000 · Joint Jan 16, 2025 Dec 9, 2024 ▲ 1.6%−26.0 pts vs S&P Filing for META on Dec 9, 2024
TIMBTIM S.a. Sale (full)$15,001 - $50,000 · Joint Jan 16, 2025 Dec 9, 2024 — Filing for TIMB on Dec 9, 2024
AMZNAmazon Purchase$15,001 - $50,000 · Joint Dec 12, 2024 Nov 27, 2024 ▲ 22.5%−6.3 pts vs S&P Filing for AMZN on Nov 27, 2024
AMATApplied Materials Sale (full)$15,001 - $50,000 · Joint Dec 12, 2024 Nov 27, 2024 ▲ 125.2%+96.4 pts vs S&P Filing for AMAT on Nov 27, 2024
CHDChurch & Dwight Purchase$15,001 - $50,000 · Joint Dec 12, 2024 Nov 13, 2024 ▲ 4.7%−24.5 pts vs S&P Filing for CHD on Nov 13, 2024
REGNRegeneron Pharmaceuticals Sale (full)$15,001 - $50,000 · Joint Dec 12, 2024 Nov 13, 2024 ▲ 22.0%−7.2 pts vs S&P Filing for REGN on Nov 13, 2024
REGNRegeneron Pharmaceuticals Sale (partial)$1,001 - $15,000 · Joint Dec 12, 2024 Nov 1, 2024 ▲ 16.3%−18.8 pts vs S&P Filing for REGN on Nov 1, 2024
ASMLAsml Holding NV Sale (full)$15,001 - $50,000 · Joint Nov 29, 2024 Oct 28, 2024 — Filing for ASML on Oct 28, 2024
CRMSalesforce Purchase$15,001 - $50,000 · Joint Nov 29, 2024 Oct 28, 2024 ▼ 23.3%−56.1 pts vs S&P Filing for CRM on Oct 28, 2024
GDGeneral Dynamics Purchase$15,001 - $50,000 · Joint Oct 11, 2024 Sep 24, 2024 ▲ 27.8%−7.2 pts vs S&P Filing for GD on Sep 24, 2024
MRKMerck & Co. Sale (full)$15,001 - $50,000 · Joint Oct 11, 2024 Sep 24, 2024 ▲ 33.4%−1.6 pts vs S&P Filing for MRK on Sep 24, 2024
ARMKAramark Purchase$15,001 - $50,000 · Joint Oct 11, 2024 Sep 19, 2024 ▲ 43.8%+8.3 pts vs S&P Filing for ARMK on Sep 19, 2024
AESAES Corporation Sale (full)$15,001 - $50,000 · Joint Oct 11, 2024 Sep 19, 2024 ▼ 11.3%−46.9 pts vs S&P Filing for AES on Sep 19, 2024
LRCXLam Research Sale (full)$15,001 - $50,000 · Joint Sep 20, 2024 Aug 26, 2024 ▲ 185.8%+147.8 pts vs S&P Filing for LRCX on Aug 26, 2024
SPGSimon Property Group Purchase$15,001 - $50,000 · Joint Sep 20, 2024 Aug 26, 2024 ▲ 47.3%+9.3 pts vs S&P Filing for SPG on Aug 26, 2024
CRMSalesforce Sale (full)$15,001 - $50,000 · Joint Aug 12, 2024 Jul 9, 2024 ▼ 10.6%−49.8 pts vs S&P Filing for CRM on Jul 9, 2024
AESAES Corporation Purchase$15,001 - $50,000 · Joint Aug 12, 2024 Jul 9, 2024 ▼ 4.3%−43.5 pts vs S&P Filing for AES on Jul 9, 2024
COPConocoPhillips Sale (full)$15,001 - $50,000 · Joint Aug 12, 2024 Jul 5, 2024 ▲ 37.7%−1.8 pts vs S&P Filing for COP on Jul 5, 2024
ACIAlbertsons Companies, Inc. Sale (full)$15,001 - $50,000 · Joint Aug 12, 2024 Jul 3, 2024 ▼ 26.7%−67.1 pts vs S&P Filing for ACI on Jul 3, 2024
CPNGCoupang, Inc. Purchase$15,001 - $50,000 · Joint Aug 12, 2024 Jul 3, 2024 ▼ 27.2%−67.5 pts vs S&P Filing for CPNG on Jul 3, 2024
HXLHexcel Corp Sale (full)$15,001 - $50,000 · Joint May 7, 2024 Apr 24, 2024 — Filing for HXL on Apr 24, 2024
JPMJPMorgan Chase Purchase$15,001 - $50,000 · Joint May 7, 2024 Apr 24, 2024 ▲ 83.7%+30.1 pts vs S&P Filing for JPM on Apr 24, 2024
COPConocoPhillips Purchase$15,001 - $50,000 · Joint May 7, 2024 Apr 2, 2024 ▲ 19.4%−30.3 pts vs S&P Filing for COP on Apr 2, 2024
LULULululemon Athletica Sale (full)$15,001 - $50,000 · Joint May 7, 2024 Apr 2, 2024 ▼ 71.7%−121.3 pts vs S&P Filing for LULU on Apr 2, 2024
ADIAnalog Devices Sale (partial)$15,001 - $50,000 · Joint Apr 24, 2024 Mar 13, 2024 ▲ 120.4%+69.5 pts vs S&P Filing for ADI on Mar 13, 2024
AAPLApple Inc. Sale (full)$15,001 - $50,000 · Joint Apr 24, 2024 Mar 13, 2024 ▲ 95.5%+44.6 pts vs S&P Filing for AAPL on Mar 13, 2024
AMATApplied Materials Purchase$50,001 - $100,000 · Joint Apr 24, 2024 Mar 13, 2024 ▲ 93.6%+42.6 pts vs S&P Filing for AMAT on Mar 13, 2024
ASMLAsml Holding NV Purchase$15,001 - $50,000 · Joint Apr 24, 2024 Mar 13, 2024 — Filing for ASML on Mar 13, 2024
INTCIntel Sale (full)$15,001 - $50,000 · Joint Apr 24, 2024 Mar 13, 2024 ▲ 41.4%−9.6 pts vs S&P Filing for INTC on Mar 13, 2024
HXLHexcel Corp Purchase$15,001 - $50,000 · Joint Mar 19, 2024 Feb 16, 2024 — Filing for HXL on Feb 16, 2024
LRCXLam Research Purchase$15,001 - $50,000 · Joint Feb 15, 2024 Jan 19, 2024 ▲ 184.3%+122.9 pts vs S&P Filing for LRCX on Jan 19, 2024
REGNRegeneron Pharmaceuticals Purchase$1,001 - $15,000 · Joint Feb 15, 2024 Jan 17, 2024 ▲ 5.6%−59.3 pts vs S&P Filing for REGN on Jan 17, 2024
WWayfair Inc. Sale (full)$15,001 - $50,000 · Joint Feb 15, 2024 Jan 17, 2024 ▲ 117.7%+52.8 pts vs S&P Filing for W on Jan 17, 2024
CAHCardinal Health Purchase$50,001 - $100,000 · Joint Feb 15, 2024 Jan 12, 2024 ▲ 149.2%+85.8 pts vs S&P Filing for CAH on Jan 12, 2024
INTCIntel Purchase$15,001 - $50,000 · Joint Feb 15, 2024 Jan 8, 2024 ▲ 26.5%−37.6 pts vs S&P Filing for INTC on Jan 8, 2024
HEIHeico Corp Sale (full)$15,001 - $50,000 · Joint Jan 12, 2024 Dec 20, 2023 ▲ 94.6%+28.3 pts vs S&P Filing for HEI on Dec 20, 2023
WWayfair Inc. Purchase$1,001 - $15,000 · Joint Jan 12, 2024 Dec 20, 2023 ▲ 72.8%+6.5 pts vs S&P Filing for W on Dec 20, 2023
WWayfair Inc. Purchase$15,001 - $50,000 · Joint Jan 12, 2024 Dec 15, 2023 ▲ 74.3%+8.4 pts vs S&P Filing for W on Dec 15, 2023
ACIAlbertsons Companies, Inc. Purchase$15,001 - $50,000 · Joint Jan 12, 2024 Dec 14, 2023 ▼ 34.9%−100.5 pts vs S&P Filing for ACI on Dec 14, 2023
PANWPalo Alto Networks Purchase$50,001 - $100,000 · Joint Jan 12, 2024 Dec 1, 2023 ▲ 136.9%+66.6 pts vs S&P Filing for PANW on Dec 1, 2023
ASMLAsml Holding NV Sale (full)$15,001 - $50,000 · Joint Dec 4, 2023 Nov 16, 2023 — Filing for ASML on Nov 16, 2023
HONHoneywell Technologies Sale (full)$50,001 - $100,000 · Joint Dec 4, 2023 Nov 16, 2023 ▲ 25.5%−48.2 pts vs S&P Filing for HON on Nov 16, 2023
TMUST-Mobile US Purchase$15,001 - $50,000 · Joint Dec 4, 2023 Nov 7, 2023 ▲ 10.6%−68.3 pts vs S&P Filing for TMUS on Nov 7, 2023
LULULululemon Athletica Purchase$15,001 - $50,000 · Joint Nov 16, 2023 Oct 30, 2023 ▼ 72.7%−160.8 pts vs S&P Filing for LULU on Oct 30, 2023
HSYThe Hershey Company Sale (full)$15,001 - $50,000 · Joint Nov 16, 2023 Oct 30, 2023 ▼ 1.2%−89.4 pts vs S&P Filing for HSY on Oct 30, 2023
GPKGraphic Packaging Holding Co Sale (full)$15,001 - $50,000 · Joint Nov 16, 2023 Oct 11, 2023 ▼ 43.7%−122.9 pts vs S&P Filing for GPK on Oct 11, 2023
MARMarriott International Purchase$15,001 - $50,000 · Joint Nov 16, 2023 Oct 11, 2023 ▲ 115.5%+36.3 pts vs S&P Filing for MAR on Oct 11, 2023
NEENextEra Energy Sale (full)$15,001 - $50,000 · Joint Nov 16, 2023 Oct 4, 2023 ▲ 81.5%−2.6 pts vs S&P Filing for NEE on Oct 4, 2023
DTEDTE Energy Sale (full)$15,001 - $50,000 · Joint Nov 1, 2023 Sep 26, 2023 ▲ 45.6%−38.0 pts vs S&P Filing for DTE on Sep 26, 2023
NEENextEra Energy Sale (partial)$15,001 - $50,000 · Joint Nov 1, 2023 Sep 19, 2023 ▲ 35.9%−40.7 pts vs S&P Filing for NEE on Sep 19, 2023
TIMBTIM S.a. Purchase$15,001 - $50,000 · Joint Sep 11, 2023 Aug 31, 2023 — Filing for TIMB on Aug 31, 2023
WCNWaste Connections, Inc. Sale (full)$15,001 - $50,000 · Joint Sep 11, 2023 Aug 31, 2023 ▲ 39.3%−35.0 pts vs S&P Filing for WCN on Aug 31, 2023
EMEEmcor Purchase$1,001 - $15,000 · Joint Sep 11, 2023 Aug 29, 2023 ▲ 214.7%+140.0 pts vs S&P Filing for EME on Aug 29, 2023
NEENextEra Energy Sale (partial)$1,001 - $15,000 · Joint Sep 11, 2023 Aug 29, 2023 ▲ 36.1%−38.6 pts vs S&P Filing for NEE on Aug 29, 2023
LINLinde plc Purchase$15,001 - $50,000 · Joint Aug 9, 2023 Jul 31, 2023 ▲ 37.0%−34.4 pts vs S&P Filing for LIN on Jul 31, 2023
LINLinde plc Purchase$15,001 - $50,000 · Joint Aug 9, 2023 Jul 18, 2023 ▲ 39.3%−33.4 pts vs S&P Filing for LIN on Jul 18, 2023
NEENextEra Energy Sale (partial)$15,001 - $50,000 · Joint Aug 9, 2023 Jul 18, 2023 ▲ 28.4%−44.4 pts vs S&P Filing for NEE on Jul 18, 2023
DEDeere & Company Sale (full)$15,001 - $50,000 · Joint Jul 7, 2023 Jun 23, 2023 ▲ 73.1%−8.0 pts vs S&P Filing for DE on Jun 23, 2023
REGNRegeneron Pharmaceuticals Purchase$15,001 - $50,000 · Joint Jul 7, 2023 Jun 23, 2023 ▲ 25.8%−55.3 pts vs S&P Filing for REGN on Jun 23, 2023
CRMSalesforce Purchase$15,001 - $50,000 · Joint Jul 7, 2023 Jun 9, 2023 ▲ 5.1%−78.1 pts vs S&P Filing for CRM on Jun 9, 2023
GOOGLAlphabet Inc. (Class A) Purchase$15,001 - $50,000 · Joint Jul 7, 2023 Jun 7, 2023 ▲ 130.0%+45.4 pts vs S&P Filing for GOOGL on Jun 7, 2023
ELThe Estée Lauder Companies Sale (full)$15,001 - $50,000 · Joint Jul 7, 2023 Jun 7, 2023 ▼ 38.5%−123.1 pts vs S&P Filing for EL on Jun 7, 2023
MARMarriott International Purchase$15,001 - $50,000 · Joint Jul 7, 2023 Jun 6, 2023 ▲ 136.8%+52.8 pts vs S&P Filing for MAR on Jun 6, 2023
ASMLAsml Holding NV Purchase$15,001 - $50,000 · Joint Jun 6, 2023 May 26, 2023 — Filing for ASML on May 26, 2023
NEENextEra Energy Sale (partial)$15,001 - $50,000 · Joint Jun 6, 2023 May 26, 2023 ▲ 25.2%−62.4 pts vs S&P Filing for NEE on May 26, 2023
MELIMercadolibre Inc Purchase$15,001 - $50,000 · Joint Jun 6, 2023 May 23, 2023 ▲ 28.5%−61.7 pts vs S&P Filing for MELI on May 23, 2023
ELThe Estée Lauder Companies Purchase$15,001 - $50,000 · Joint Jun 6, 2023 May 2, 2023 ▼ 54.4%−146.1 pts vs S&P Filing for EL on May 2, 2023
HONHoneywell Technologies Purchase$50,001 - $100,000 · Joint Jun 6, 2023 May 1, 2023 ▲ 21.4%−68.1 pts vs S&P Filing for HON on May 1, 2023
BHFBrighthouse Financial, Inc. Sale (full)$15,001 - $50,000 · Joint May 12, 2023 Apr 14, 2023 ▼ 0.3%−91.3 pts vs S&P Filing for BHF on Apr 14, 2023
NVDANVIDIA Corporation Purchase$15,001 - $50,000 · Joint May 12, 2023 Apr 14, 2023 ▲ 675.3%+584.3 pts vs S&P Filing for NVDA on Apr 14, 2023
BHFBrighthouse Financial, Inc. Purchase$15,001 - $50,000 · Joint May 12, 2023 Feb 28, 2023 ▼ 26.5%−126.1 pts vs S&P Filing for BHF on Feb 28, 2023
UNHUnitedHealth Group Sale (full)$15,001 - $50,000 · Joint May 12, 2023 Feb 28, 2023 ▼ 9.1%−108.6 pts vs S&P Filing for UNH on Feb 28, 2023
AMEAmetek Purchase$15,001 - $50,000 · Joint May 12, 2023 Jan 23, 2023 ▲ 78.9%−18.4 pts vs S&P Filing for AME on Jan 23, 2023
DEDeere & Company Purchase$15,001 - $50,000 · Joint May 12, 2023 Jan 17, 2023 ▲ 60.3%−38.5 pts vs S&P Filing for DE on Jan 17, 2023
VVisa Inc. Purchase$15,001 - $50,000 · Joint May 12, 2023 Jan 10, 2023 ▲ 95.9%−6.5 pts vs S&P Filing for V on Jan 10, 2023
PHParker Hannifin Purchase$15,001 - $50,000 · Joint May 12, 2023 Jan 9, 2023 ▲ 218.5%+114.7 pts vs S&P Filing for PH on Jan 9, 2023

What happened to the stocks afterwards

Average of the stock’s return minus the S&P 500’s, across this member’s disclosed trade whose window is complete. Nothing here is a member’s profit.

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days −1.0% −0.6% 46% 94 +0.5% (91)
Purchases 90 days −2.3% −2.3% 42% 91 −3.8% (91)
Sales 30 days −0.3% +0.3% 51% 78 −2.0% (76)
Sales 90 days −3.3% −4.3% 40% 75 −1.8% (75)

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.

← All trades by members of Congress