K. Michael Conaway: stock trades

Representative for TX (at large). Value ranges as filed, never exact figures.

Activity

Top sectors

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

Health Care17% of trades 104 trades: 42 purchases, 62 sales
Financials17% of trades 104 trades: 42 purchases, 62 sales
Technology15% of trades 93 trades: 33 purchases, 60 sales
Industrials14% of trades 89 trades: 30 purchases, 59 sales
Consumer Staples10% of trades 60 trades: 26 purchases, 34 sales
Consumer Discretionary9% of trades 58 trades: 25 purchases, 33 sales

Would copying K. Michael Conaway’s trades have beaten the S&P 500?

Copying K. Michael Conaway’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 January 5, 2015 into $48,876 by November 2, 2026, against $45,514 in the S&P 500: +14.4% a year against +13.7%, with a beta of 0.93. Selling each purchase after 6 months instead would have made +1.7% a year. Six months after each report, the average share purchase was +0.9% against the S&P 500 (median −0.3%), and 49% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was +0.6%. Reports arrived a median of 27 days after the trade. 1 purchase had already been sold in full by the time it was reported, so a follower could not copy it; the averages below still count every purchase.

Copying K. Michael ConawayS&P 500, buy and hold $10,000 copying K. Michael Conaway’s disclosed holdings from January 5, 2015, 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.

K. Michael Conaway: 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	246	+0.4%	0.0%	50%	0.53	No reliable evidence
Purchases, 6 months after the report	246	+0.9%	−0.3%	49%	0.95	No reliable evidence
Purchases, 3 months after the trade	246	+0.2%	−1.2%	45%	0.24	No reliable evidence
Purchases, 6 months after the trade	246	+0.6%	−1.1%	48%	0.65	No reliable evidence
Sales, 6 months after the report	378	−0.4%	−0.6%	52%	-0.45	No reliable evidence

Return a year, copying: +14.4%
S&P 500, same dates: +13.7%
Yearly swing (S&P 500): 17% (17%)
Sharpe ratio (S&P 500): 0.74 (0.70)
Biggest drop (S&P 500): −34% (−34%)
Market sensitivity (beta): 0.93

“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 K. Michael Conaway 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.

K. Michael Conaway: companies traded

AAPLApple Inc.	9$142,009–$430,000	11$39,011–$235,000	Feb 9, 2015	Oct 16, 2020	▲ 893.5%+633.1 pts vs S&P
NOCNorthrop Grumman	5$5,005–$75,000	9$23,009–$170,000	Jul 30, 2015	Mar 18, 2020	▲ 112.0%−125.5 pts vs S&P
JPMJPMorgan Chase	6$34,006–$160,000	7$35,007–$175,000	Jan 14, 2015	Sep 9, 2020	—
JNJJohnson & Johnson	6$97,006–$280,000	5$5,005–$75,000	Feb 9, 2015	Oct 16, 2020	▲ 192.9%−117.3 pts vs S&P
VZVerizon	5$19,005–$110,000	6$6,006–$90,000	Feb 11, 2015	May 19, 2020	—
AMZNAmazon	7$147,007–$380,000	3$17,003–$80,000	Feb 9, 2015	Jul 1, 2020	—
PNCPNC Financial Services	4$60,004–$200,000	6$69,006–$210,000	Sep 12, 2016	Aug 10, 2020	▲ 134.0%−107.8 pts vs S&P
IBMIBM	3$3,003–$45,000	6$6,006–$90,000	Nov 13, 2015	Oct 26, 2018	▲ 208.3%−137.1 pts vs S&P
KOThe Coca-Cola Company	5$5,005–$75,000	4$32,004–$130,000	Mar 29, 2016	Jul 26, 2019	▲ 182.8%−152.1 pts vs S&P
METMetLife	2$16,002–$65,000	7$7,007–$105,000	Feb 26, 2016	Feb 1, 2018	▲ 300.9%−58.8 pts vs S&P
PMPhilip Morris International	4$18,004–$95,000	5$19,005–$110,000	Sep 12, 2016	Jan 16, 2018	▲ 241.5%−68.7 pts vs S&P
TRVThe Travelers Companies	5$5,005–$75,000	4$4,004–$60,000	Sep 12, 2016	Mar 11, 2020	▲ 238.3%+24.1 pts vs S&P
XOMExxonMobil	5$5,005–$75,000	4$4,004–$60,000	Sep 25, 2015	Oct 10, 2019	—
DDominion Energy	1$1,001–$15,000	7$7,007–$105,000	Feb 9, 2015	Mar 14, 2018	▲ 38.9%−271.3 pts vs S&P
GEGE Aerospace	3$17,003–$80,000	5$19,005–$110,000	Jun 8, 2015	Mar 25, 2019	▲ 340.4%+135.8 pts vs S&P
PGProcter & Gamble	4$18,004–$95,000	4$4,004–$60,000	Feb 9, 2015	May 11, 2020	—
SPGSimon Property Group	4$18,004–$95,000	4$4,004–$60,000	Sep 12, 2016	Jul 23, 2019	▲ 75.4%−234.8 pts vs S&P
UNHUnitedHealth Group	4$4,004–$60,000	4$4,004–$60,000	Feb 9, 2015	Apr 4, 2019	—
ACNAccenture	4$4,004–$60,000	3$17,003–$80,000	Feb 9, 2015	Oct 10, 2019	—
AEPAmerican Electric Power	4$32,004–$130,000	3$17,003–$80,000	Sep 12, 2016	Aug 10, 2020	▲ 184.0%−126.2 pts vs S&P
AXPAmerican Express	3$3,003–$45,000	4$18,004–$95,000	Jul 20, 2016	Aug 10, 2020	▲ 480.0%+171.2 pts vs S&P
HDThe Home Depot	3$17,003–$80,000	4$53,004–$145,000	Jun 14, 2016	Jul 1, 2020	▲ 229.3%−80.9 pts vs S&P
MSFTMicrosoft Corporation	3$17,003–$80,000	4$4,004–$60,000	Feb 9, 2015	Jan 8, 2019	—
PFEPfizer	3$31,003–$115,000	4$4,004–$60,000	Feb 9, 2015	Jul 1, 2020	▲ 43.5%−266.8 pts vs S&P
USBU.S. Bancorp	4$53,004–$145,000	3$52,003–$130,000	Aug 3, 2016	Aug 10, 2020	▲ 107.2%−203.3 pts vs S&P
WMTWalmart	4$4,004–$60,000	3$17,003–$80,000	Sep 1, 2015	Aug 6, 2019	—
BNSBank Of Nova Scotia	3$3,003–$45,000	3$3,003–$45,000	Sep 22, 2017	Dec 24, 2018	—
DDDuPont	1$15,001–$50,000	5$5,005–$75,000	Dec 29, 2014	Oct 10, 2019	▲ 101.5%−208.7 pts vs S&P
DISThe Walt Disney Company	4$18,004–$95,000	2$2,002–$30,000	Sep 12, 2016	Mar 18, 2020	▲ 32.3%−277.9 pts vs S&P
PEPPepsiCo	2$2,002–$30,000	4$4,004–$60,000	Apr 28, 2016	Jan 8, 2019	▲ 54.1%−155.7 pts vs S&P
TAT&T	3$31,003–$115,000	3$17,003–$80,000	Apr 13, 2015	Mar 25, 2019	—
ABTAbbott Laboratories	3$80,003–$200,000	2$16,002–$65,000	Feb 9, 2015	Sep 28, 2020	▲ 220.2%−90.0 pts vs S&P
CMICummins	2$2,002–$30,000	3$3,003–$45,000	Feb 9, 2015	Dec 22, 2015	—
COFCapital One	3$3,003–$45,000	2$2,002–$30,000	Jun 10, 2015	Aug 17, 2016	—
CVSCVS Health	1$15,001–$50,000	4$4,004–$60,000	Nov 7, 2014	Aug 25, 2017	▲ 36.4%−273.8 pts vs S&P
GOOGLAlphabet Inc. (Class A)	3$31,003–$115,000	2$2,002–$30,000	Feb 9, 2015	Sep 8, 2020	—
INTUIntuit	2$2,002–$30,000	3$17,003–$80,000	Sep 12, 2016	Sep 8, 2020	▲ 76.8%−134.6 pts vs S&P
KHCKraft Heinz	1$15,001–$50,000	4$4,004–$60,000	Sep 12, 2016	Jan 12, 2018	▼ 55.9%−366.1 pts vs S&P
NEENextEra Energy	1$15,001–$50,000	4$18,004–$95,000	Feb 9, 2015	Oct 10, 2019	▲ 252.1%−58.1 pts vs S&P
TJXTJX Companies	3$3,003–$45,000	2$2,002–$30,000	Dec 10, 2015	Jun 1, 2020	▲ 345.6%+7.5 pts vs S&P
TRMBTrimble Inc.	2$2,002–$30,000	3$3,003–$45,000	Apr 13, 2015	Nov 30, 2017	—
VVisa Inc.	2$16,002–$65,000	3$17,003–$80,000	Sep 12, 2016	Aug 10, 2020	▲ 344.7%+92.9 pts vs S&P
WMWaste Management	3$3,003–$45,000	2$2,002–$30,000	Jan 12, 2018	Aug 6, 2019	▲ 208.9%−0.9 pts vs S&P
ADPAutomatic Data Processing	2$2,002–$30,000	2$2,002–$30,000	Jan 12, 2018	Apr 18, 2019	▲ 203.3%−6.5 pts vs S&P
BAXBaxter International	1$1,001–$15,000	3$3,003–$45,000	Nov 5, 2014	Jul 31, 2015	—
BIIBBiogen	2$2,002–$30,000	2$2,002–$30,000	Dec 2, 2014	Apr 1, 2016	—
DEDeere & Company	2$30,002–$100,000	2$2,002–$30,000	Jul 1, 2013	Aug 30, 2018	—
EMREmerson Electric	3$17,003–$80,000	1$1,001–$15,000	Jul 26, 2013	Apr 22, 2020	—
FFord Motor Company	0	4$4,004–$60,000	Feb 26, 2015	Sep 12, 2016	—
GMGeneral Motors	2$2,002–$30,000	2$2,002–$30,000	Feb 9, 2015	Sep 12, 2016	▲ 214.7%−114.1 pts vs S&P
INTCIntel	1$1,001–$15,000	3$3,003–$45,000	Sep 12, 2016	Jan 16, 2018	▲ 106.9%−203.3 pts vs S&P
MCDMcDonald's	1$15,001–$50,000	3$3,003–$45,000	Aug 19, 2016	Nov 2, 2018	▲ 187.8%−122.5 pts vs S&P
MMM3M	1$15,001–$50,000	3$3,003–$45,000	Sep 12, 2016	Mar 11, 2020	▲ 64.0%−246.2 pts vs S&P
ORCLOracle Corporation	3$3,003–$45,000	1$1,001–$15,000	Feb 9, 2015	Sep 12, 2016	—
SYKStryker Corporation	3$3,003–$45,000	1$1,001–$15,000	Feb 26, 2018	Nov 21, 2018	▲ 105.0%−104.8 pts vs S&P
TEVATeva Pharmaceutical Industries LTD	0	4$4,004–$60,000	Feb 9, 2015	Sep 12, 2016	—
UNPUnion Pacific Corporation	2$2,002–$30,000	2$2,002–$30,000	Feb 9, 2015	Sep 12, 2016	▲ 430.4%+68.3 pts vs S&P
WFCWells Fargo	2$2,002–$30,000	2$2,002–$30,000	Nov 12, 2014	Sep 12, 2016	▲ 134.7%−198.3 pts vs S&P
ZTSZoetis	4$4,004–$60,000	0	Jan 12, 2018	Jan 8, 2019	▲ 19.9%−190.0 pts vs S&P
AMPAmeriprise Financial	1$1,001–$15,000	2$2,002–$30,000	Feb 9, 2015	Sep 12, 2016	—

The 60 most traded of 211 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. Showing the latest 300 of 634 trades; every trade is in the reports below. Click a column heading to sort.

K. Michael Conaway: trades in companies we cover
					Report
AALAmerican Airlines Group Inc.	Purchase$15,001 - $50,000	Dec 15, 2020	Nov 30, 2020	▼ 9.3%−135.1 pts vs S&P	Filing for AAL on Nov 30, 2020
DRIDarden Restaurants	Purchase$15,001 - $50,000	Dec 15, 2020	Nov 30, 2020	▲ 145.0%+19.2 pts vs S&P	Filing for DRI on Nov 30, 2020
LUVSouthwest Airlines	Purchase$15,001 - $50,000	Dec 15, 2020	Nov 30, 2020	▲ 2.4%−123.4 pts vs S&P	Filing for LUV on Nov 30, 2020
AAPLApple Inc.	Purchase$15,001 - $50,000	Dec 4, 2020	Oct 16, 2020	▲ 187.0%+51.6 pts vs S&P	Filing for AAPL on Oct 16, 2020
AAPLApple Inc.	Purchase$15,001 - $50,000	Dec 4, 2020	Oct 16, 2020	▲ 187.0%+51.6 pts vs S&P	Filing for AAPL on Oct 16, 2020
CVXChevron Corporation	Sale (full)$15,001 - $50,000	Dec 4, 2020	Oct 16, 2020	▲ 299.4%+164.0 pts vs S&P	Filing for CVX on Oct 16, 2020
JNJJohnson & Johnson	Purchase$50,001 - $100,000	Dec 4, 2020	Oct 16, 2020	▲ 111.8%−23.7 pts vs S&P	Filing for JNJ on Oct 16, 2020
JNJJohnson & Johnson	Purchase$15,001 - $50,000	Dec 4, 2020	Oct 16, 2020	▲ 111.8%−23.7 pts vs S&P	Filing for JNJ on Oct 16, 2020
BXBlackstone Inc.	Sale (full)$15,001 - $50,000	Dec 4, 2020	Oct 16, 2020	—	Filing for BX on Oct 16, 2020
CVXChevron Corporation	Exchange$15,001 - $50,000	Dec 4, 2020	Oct 6, 2020	—	Filing for CVX on Oct 6, 2020
CVXChevron Corporation	Exchange$1,001 - $15,000	Dec 4, 2020	Oct 6, 2020	—	Filing for CVX on Oct 6, 2020
ABTAbbott Laboratories	Purchase$50,001 - $100,000	Oct 5, 2020	Sep 28, 2020	▲ 17.7%−127.0 pts vs S&P	Filing for ABT on Sep 28, 2020
ABTAbbott Laboratories	Purchase$15,001 - $50,000	Oct 5, 2020	Sep 28, 2020	▲ 17.7%−127.0 pts vs S&P	Filing for ABT on Sep 28, 2020
JPMJPMorgan Chase	Sale (full)$15,001 - $50,000	Oct 5, 2020	Sep 9, 2020	▲ 291.1%+149.5 pts vs S&P	Filing for JPM on Sep 9, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$15,001 - $50,000	Oct 5, 2020	Sep 8, 2020	▲ 269.8%+123.5 pts vs S&P	Filing for GOOGL on Sep 8, 2020
AAPLApple Inc.	Sale (partial)$15,001 - $50,000	Oct 5, 2020	Sep 8, 2020	▲ 202.7%+56.4 pts vs S&P	Filing for AAPL on Sep 8, 2020
AAPLApple Inc.	Sale (partial)$15,001 - $50,000	Oct 5, 2020	Sep 8, 2020	▲ 202.7%+56.4 pts vs S&P	Filing for AAPL on Sep 8, 2020
INTUIntuit	Sale (full)$15,001 - $50,000	Oct 5, 2020	Sep 8, 2020	▲ 13.6%−132.8 pts vs S&P	Filing for INTU on Sep 8, 2020
JPMJPMorgan Chase	Sale (full)$15,001 - $50,000	Oct 5, 2020	Sep 8, 2020	▲ 294.8%+148.5 pts vs S&P	Filing for JPM on Sep 8, 2020
AEPAmerican Electric Power	Purchase$15,001 - $50,000 · Spouse	Sep 8, 2020	Aug 10, 2020	▲ 86.6%−58.0 pts vs S&P	Filing for AEP on Aug 10, 2020
AXPAmerican Express	Sale (full)$15,001 - $50,000	Sep 8, 2020	Aug 10, 2020	▲ 245.4%+100.8 pts vs S&P	Filing for AXP on Aug 10, 2020
DUKDuke Energy	Purchase$15,001 - $50,000 · Spouse	Sep 8, 2020	Aug 10, 2020	▲ 90.3%−54.3 pts vs S&P	Filing for DUK on Aug 10, 2020
JNJJohnson & Johnson	Purchase$15,001 - $50,000 · Spouse	Sep 8, 2020	Aug 10, 2020	▲ 113.3%−31.3 pts vs S&P	Filing for JNJ on Aug 10, 2020
PNCPNC Financial Services	Sale (full)$50,001 - $100,000	Sep 8, 2020	Aug 10, 2020	▲ 161.4%+16.8 pts vs S&P	Filing for PNC on Aug 10, 2020
PNCPNC Financial Services	Sale (full)$15,001 - $50,000	Sep 8, 2020	Aug 10, 2020	▲ 161.4%+16.8 pts vs S&P	Filing for PNC on Aug 10, 2020
USBU.S. Bancorp	Sale (full)$50,001 - $100,000	Sep 8, 2020	Aug 10, 2020	▲ 107.9%−36.7 pts vs S&P	Filing for USB on Aug 10, 2020
VVisa Inc.	Sale (full)$15,001 - $50,000	Sep 8, 2020	Aug 10, 2020	▲ 123.8%−20.9 pts vs S&P	Filing for V on Aug 10, 2020
AMZNAmazon	Purchase$50,001 - $100,000	Sep 4, 2020	Jul 1, 2020	▲ 75.1%−89.3 pts vs S&P	Filing for AMZN on Jul 1, 2020
AAPLApple Inc.	Purchase$15,001 - $50,000	Sep 4, 2020	Jul 1, 2020	▲ 275.9%+111.5 pts vs S&P	Filing for AAPL on Jul 1, 2020
HDThe Home Depot	Sale (full)$50,001 - $100,000	Sep 4, 2020	Jul 1, 2020	▲ 56.0%−108.4 pts vs S&P	Filing for HD on Jul 1, 2020
PFEPfizer	Purchase$15,001 - $50,000	Sep 4, 2020	Jul 1, 2020	▲ 28.1%−136.3 pts vs S&P	Filing for PFE on Jul 1, 2020
RTXRTX Corporation	Sale (full)$15,001 - $50,000	Sep 4, 2020	Jul 1, 2020	▲ 280.3%+116.0 pts vs S&P	Filing for RTX on Jul 1, 2020
PNCPNC Financial Services	Purchase$15,001 - $50,000	Jul 10, 2020	Jun 2, 2020	▲ 152.4%−15.2 pts vs S&P	Filing for PNC on Jun 2, 2020
PNCPNC Financial Services	Purchase$15,001 - $50,000	Jul 10, 2020	Jun 1, 2020	▲ 152.8%−17.0 pts vs S&P	Filing for PNC on Jun 1, 2020
PNCPNC Financial Services	Purchase$15,001 - $50,000	Jul 10, 2020	Jun 1, 2020	▲ 152.8%−17.0 pts vs S&P	Filing for PNC on Jun 1, 2020
TJXTJX Companies	Sale (full)$1,001 - $15,000	Jul 10, 2020	Jun 1, 2020	▲ 179.5%+9.7 pts vs S&P	Filing for TJX on Jun 1, 2020
USBU.S. Bancorp	Purchase$50,001 - $100,000	Jul 10, 2020	Jun 1, 2020	▲ 114.8%−55.0 pts vs S&P	Filing for USB on Jun 1, 2020
BXBlackstone Inc.	Purchase$50,001 - $100,000	Jun 9, 2020	May 26, 2020	—	Filing for BX on May 26, 2020
BXBlackstone Inc.	Purchase$15,001 - $50,000	Jun 9, 2020	May 26, 2020	—	Filing for BX on May 26, 2020
AMZNAmazon	Purchase$50,001 - $100,000	Jun 9, 2020	May 19, 2020	▲ 105.8%−76.6 pts vs S&P	Filing for AMZN on May 19, 2020
AAPLApple Inc.	Purchase$15,001 - $50,000	Jun 9, 2020	May 19, 2020	▲ 337.1%+154.7 pts vs S&P	Filing for AAPL on May 19, 2020
BDXBecton Dickinson	Sale (full)$15,001 - $50,000	Jun 9, 2020	May 19, 2020	▲ 9.0%−173.4 pts vs S&P	Filing for BDX on May 19, 2020
CARRCarrier Global	Sale (full)$1,001 - $15,000	Jun 9, 2020	May 19, 2020	▲ 240.2%+57.8 pts vs S&P	Filing for CARR on May 19, 2020
HDThe Home Depot	Purchase$15,001 - $50,000	Jun 9, 2020	May 19, 2020	▲ 63.5%−118.8 pts vs S&P	Filing for HD on May 19, 2020
JPMJPMorgan Chase	Purchase$15,001 - $50,000	Jun 9, 2020	May 19, 2020	▲ 349.3%+166.9 pts vs S&P	Filing for JPM on May 19, 2020
JPMJPMorgan Chase	Purchase$1,001 - $15,000	Jun 9, 2020	May 19, 2020	▲ 349.3%+166.9 pts vs S&P	Filing for JPM on May 19, 2020
OTISOtis Worldwide	Sale (full)$1,001 - $15,000	Jun 9, 2020	May 19, 2020	▲ 62.8%−119.6 pts vs S&P	Filing for OTIS on May 19, 2020
VZVerizon	Purchase$15,001 - $50,000	Jun 9, 2020	May 19, 2020	▲ 21.8%−160.6 pts vs S&P	Filing for VZ on May 19, 2020
DRIDarden Restaurants	Purchase$15,001 - $50,000 · Spouse	Jun 9, 2020	May 11, 2020	▲ 258.9%+77.0 pts vs S&P	Filing for DRI on May 11, 2020
JNJJohnson & Johnson	Purchase$15,001 - $50,000 · Spouse	Jun 9, 2020	May 11, 2020	▲ 113.2%−68.7 pts vs S&P	Filing for JNJ on May 11, 2020
PGProcter & Gamble	Purchase$15,001 - $50,000 · Spouse	Jun 9, 2020	May 11, 2020	▲ 65.5%−116.3 pts vs S&P	Filing for PG on May 11, 2020
CVXChevron Corporation	Purchase$15,001 - $50,000 · Spouse	May 4, 2020	Apr 22, 2020	▲ 254.9%+59.5 pts vs S&P	Filing for CVX on Apr 22, 2020
DUKDuke Energy	Purchase$15,001 - $50,000 · Spouse	May 4, 2020	Apr 22, 2020	▲ 87.3%−108.1 pts vs S&P	Filing for DUK on Apr 22, 2020
EMREmerson Electric	Purchase$15,001 - $50,000 · Spouse	May 4, 2020	Apr 22, 2020	▲ 267.1%+71.7 pts vs S&P	Filing for EMR on Apr 22, 2020
MPCMarathon Petroleum	Purchase$15,001 - $50,000 · Spouse	May 4, 2020	Apr 22, 2020	▲ 1995.5%+1800.1 pts vs S&P	Filing for MPC on Apr 22, 2020
AMZNAmazon	Purchase$15,001 - $50,000	May 4, 2020	Apr 15, 2020	▲ 118.4%−78.4 pts vs S&P	Filing for AMZN on Apr 15, 2020
AMZNAmazon	Purchase$15,001 - $50,000	May 4, 2020	Apr 15, 2020	▲ 118.4%−78.4 pts vs S&P	Filing for AMZN on Apr 15, 2020
AAPLApple Inc.	Purchase$15,001 - $50,000	May 4, 2020	Apr 15, 2020	▲ 382.5%+185.7 pts vs S&P	Filing for AAPL on Apr 15, 2020
AAPLApple Inc.	Purchase$50,001 - $100,000	May 4, 2020	Apr 15, 2020	▲ 382.5%+185.7 pts vs S&P	Filing for AAPL on Apr 15, 2020
DRIDarden Restaurants	Purchase$15,001 - $50,000 · Spouse	May 4, 2020	Apr 13, 2020	▲ 335.8%+136.7 pts vs S&P	Filing for DRI on Apr 13, 2020
AEPAmerican Electric Power	Purchase$15,001 - $50,000 · Spouse	May 4, 2020	Apr 6, 2020	▲ 107.6%−103.7 pts vs S&P	Filing for AEP on Apr 6, 2020
SOSouthern Company	Purchase$15,001 - $50,000 · Spouse	May 4, 2020	Apr 6, 2020	▲ 116.5%−94.8 pts vs S&P	Filing for SO on Apr 6, 2020
AEPAmerican Electric Power	Sale (full)$15,001 - $50,000	Apr 6, 2020	Mar 18, 2020	▲ 84.8%−160.8 pts vs S&P	Filing for AEP on Mar 18, 2020
NOCNorthrop Grumman	Sale (full)$15,001 - $50,000	Apr 6, 2020	Mar 18, 2020	▲ 89.5%−156.0 pts vs S&P	Filing for NOC on Mar 18, 2020
LUVSouthwest Airlines	Sale (full)$15,001 - $50,000 · Spouse	Apr 6, 2020	Mar 18, 2020	▲ 35.0%−210.5 pts vs S&P	Filing for LUV on Mar 18, 2020
LUVSouthwest Airlines	Sale (full)$15,001 - $50,000	Apr 6, 2020	Mar 18, 2020	▲ 35.0%−210.5 pts vs S&P	Filing for LUV on Mar 18, 2020
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000	Apr 6, 2020	Mar 18, 2020	▲ 32.6%−212.9 pts vs S&P	Filing for DIS on Mar 18, 2020
MMM3M	Sale (full)$1,001 - $15,000	Apr 6, 2020	Mar 11, 2020	▲ 79.8%−122.4 pts vs S&P	Filing for MMM on Mar 11, 2020
TRVThe Travelers Companies	Sale (full)$1,001 - $15,000	Apr 6, 2020	Mar 11, 2020	▲ 300.1%+97.9 pts vs S&P	Filing for TRV on Mar 11, 2020
IVZInvesco	Purchase$1,001 - $15,000 · Spouse	Feb 7, 2020	Jan 16, 2020	▲ 106.3%−44.3 pts vs S&P	Filing for IVZ on Jan 16, 2020
IVZInvesco	Sale (full)$1,001 - $15,000 · Spouse	Feb 7, 2020	Dec 12, 2019	▲ 112.7%−50.1 pts vs S&P	Filing for IVZ on Dec 12, 2019
ACNAccenture	Sale (full)$15,001 - $50,000	Nov 12, 2019	Oct 10, 2019	▲ 56.0%−128.2 pts vs S&P	Filing for ACN on Oct 10, 2019
DDDuPont	Sale (full)$1,001 - $15,000	Nov 12, 2019	Oct 10, 2019	▲ 121.6%−62.6 pts vs S&P	Filing for DD on Oct 10, 2019
XOMExxonMobil	Sale (full)$1,001 - $15,000	Nov 12, 2019	Oct 10, 2019	▲ 255.0%+70.8 pts vs S&P	Filing for XOM on Oct 10, 2019
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000	Nov 12, 2019	Oct 10, 2019	▲ 149.6%−34.6 pts vs S&P	Filing for JNJ on Oct 10, 2019
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000	Nov 12, 2019	Oct 10, 2019	▲ 149.6%−34.6 pts vs S&P	Filing for JNJ on Oct 10, 2019
NEENextEra Energy	Sale (full)$15,001 - $50,000	Nov 12, 2019	Oct 10, 2019	▲ 72.7%−111.5 pts vs S&P	Filing for NEE on Oct 10, 2019
PNCPNC Financial Services	Sale (partial)$1,001 - $15,000	Nov 12, 2019	Oct 10, 2019	▲ 115.2%−69.0 pts vs S&P	Filing for PNC on Oct 10, 2019
PNCPNC Financial Services	Sale (full)$1,001 - $15,000	Nov 12, 2019	Oct 10, 2019	▲ 115.2%−69.0 pts vs S&P	Filing for PNC on Oct 10, 2019
AMZNAmazon	Sale (full)$15,001 - $50,000	Oct 8, 2019	Sep 26, 2019	▲ 189.7%+9.1 pts vs S&P	Filing for AMZN on Sep 26, 2019
CTVACorteva, Inc.	Sale (full)$1,001 - $15,000	Sep 17, 2019	Aug 6, 2019	▲ 184.7%−6.2 pts vs S&P	Filing for CTVA on Aug 6, 2019
DOWDow Inc.	Sale (full)$1,001 - $15,000	Sep 17, 2019	Aug 6, 2019	▲ 13.3%−177.6 pts vs S&P	Filing for DOW on Aug 6, 2019
WMTWalmart	Sale (full)$15,001 - $50,000	Sep 17, 2019	Aug 6, 2019	▲ 285.8%+94.9 pts vs S&P	Filing for WMT on Aug 6, 2019
WMWaste Management	Sale (full)$1,001 - $15,000	Sep 17, 2019	Aug 6, 2019	▲ 127.8%−63.2 pts vs S&P	Filing for WM on Aug 6, 2019
KOThe Coca-Cola Company	Sale (full)$15,001 - $50,000 · Spouse	Aug 5, 2019	Jul 26, 2019	▲ 117.9%−59.4 pts vs S&P	Filing for KO on Jul 26, 2019
SPGSimon Property Group	Sale (full)$1,001 - $15,000	Aug 5, 2019	Jul 23, 2019	▲ 108.0%−71.0 pts vs S&P	Filing for SPG on Jul 23, 2019
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	May 6, 2019	Apr 18, 2019	▲ 582.0%+391.9 pts vs S&P	Filing for AAPL on Apr 18, 2019
ADPAutomatic Data Processing	Sale (partial)$1,001 - $15,000 · Spouse	May 6, 2019	Apr 18, 2019	▲ 115.5%−74.6 pts vs S&P	Filing for ADP on Apr 18, 2019
BDXBecton Dickinson	Purchase$1,001 - $15,000 · Spouse	May 6, 2019	Apr 18, 2019	▲ 27.5%−162.6 pts vs S&P	Filing for BDX on Apr 18, 2019
HDThe Home Depot	Sale (partial)$1,001 - $15,000 · Spouse	May 6, 2019	Apr 18, 2019	▲ 94.3%−95.8 pts vs S&P	Filing for HD on Apr 18, 2019
INTUIntuit	Sale (partial)$1,001 - $15,000 · Spouse	May 6, 2019	Apr 18, 2019	▲ 42.7%−147.4 pts vs S&P	Filing for INTU on Apr 18, 2019
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Spouse	May 6, 2019	Apr 18, 2019	▲ 262.4%+72.3 pts vs S&P	Filing for JPM on Apr 18, 2019
PFEPfizer	Sale (partial)$1,001 - $15,000 · Spouse	May 6, 2019	Apr 18, 2019	▲ 15.1%−175.0 pts vs S&P	Filing for PFE on Apr 18, 2019
VZVerizon	Sale (partial)$1,001 - $15,000 · Spouse	May 6, 2019	Apr 18, 2019	▲ 18.9%−171.1 pts vs S&P	Filing for VZ on Apr 18, 2019
DISThe Walt Disney Company	Purchase$1,001 - $15,000 · Spouse	May 6, 2019	Apr 18, 2019	▼ 10.0%−200.1 pts vs S&P	Filing for DIS on Apr 18, 2019
GOOGLAlphabet Inc. (Class A)	Purchase$15,001 - $50,000 · Spouse	May 6, 2019	Apr 4, 2019	▲ 362.1%+169.1 pts vs S&P	Filing for GOOGL on Apr 4, 2019
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000 · Spouse	May 6, 2019	Apr 4, 2019	▲ 141.0%−51.9 pts vs S&P	Filing for JNJ on Apr 4, 2019
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000 · Spouse	May 6, 2019	Apr 4, 2019	▲ 85.0%−108.0 pts vs S&P	Filing for UNH on Apr 4, 2019
TAT&T	Purchase$15,001 - $50,000 · Spouse	Apr 2, 2019	Mar 25, 2019	▲ 55.3%−146.2 pts vs S&P	Filing for T on Mar 25, 2019
GEGE Aerospace	Purchase$1,001 - $15,000 · Spouse	Apr 2, 2019	Mar 25, 2019	▲ 573.3%+371.8 pts vs S&P	Filing for GE on Mar 25, 2019
XOMExxonMobil	Purchase$1,001 - $15,000 · Spouse	Apr 2, 2019	Mar 4, 2019	▲ 209.0%+6.5 pts vs S&P	Filing for XOM on Mar 4, 2019
TRVThe Travelers Companies	Purchase$1,001 - $15,000 · Spouse	Apr 2, 2019	Mar 4, 2019	▲ 251.1%+48.7 pts vs S&P	Filing for TRV on Mar 4, 2019
XOMExxonMobil	Sale (partial)$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 31, 2019	▲ 242.4%+29.3 pts vs S&P	Filing for XOM on Jan 31, 2019
TRVThe Travelers Companies	Sale (partial)$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 31, 2019	▲ 269.6%+56.6 pts vs S&P	Filing for TRV on Jan 31, 2019
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 8, 2019	▲ 826.2%+597.1 pts vs S&P	Filing for AAPL on Jan 8, 2019
INTUIntuit	Purchase$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 8, 2019	▲ 81.3%−147.8 pts vs S&P	Filing for INTU on Jan 8, 2019
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 8, 2019	▲ 153.1%−76.0 pts vs S&P	Filing for JNJ on Jan 8, 2019
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 8, 2019	▲ 446.3%+217.2 pts vs S&P	Filing for MSFT on Jan 8, 2019
PEPPepsiCo	Sale (partial)$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 8, 2019	▲ 58.4%−170.7 pts vs S&P	Filing for PEP on Jan 8, 2019
WMTWalmart	Purchase$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 8, 2019	▲ 339.4%+110.3 pts vs S&P	Filing for WMT on Jan 8, 2019
ZTSZoetis	Purchase$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 8, 2019	▲ 3.8%−225.3 pts vs S&P	Filing for ZTS on Jan 8, 2019
XOMExxonMobil	Sale (partial)$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 4, 2019	▲ 252.6%+17.8 pts vs S&P	Filing for XOM on Jan 4, 2019
NOCNorthrop Grumman	Sale (partial)$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 4, 2019	▲ 151.8%−83.0 pts vs S&P	Filing for NOC on Jan 4, 2019
SPGSimon Property Group	Sale (partial)$1,001 - $15,000 · Spouse	Mar 4, 2019	Jan 4, 2019	▲ 101.2%−133.6 pts vs S&P	Filing for SPG on Jan 4, 2019
BNSBank Of Nova Scotia	Sale (full)$1,001 - $15,000 · Spouse	Jan 3, 2019	Dec 24, 2018	—	Filing for BNS on Dec 24, 2018
AEPAmerican Electric Power	Purchase$1,001 - $15,000 · Spouse	Jan 3, 2019	Dec 21, 2018	▲ 121.8%−129.3 pts vs S&P	Filing for AEP on Dec 21, 2018
AXPAmerican Express	Sale (partial)$1,001 - $15,000 · Spouse	Jan 3, 2019	Dec 21, 2018	▲ 295.2%+44.2 pts vs S&P	Filing for AXP on Dec 21, 2018
BNSBank Of Nova Scotia	Sale (partial)$1,001 - $15,000 · Spouse	Jan 3, 2019	Dec 21, 2018	—	Filing for BNS on Dec 21, 2018
PFEPfizer	Purchase$1,001 - $15,000 · Spouse	Jan 3, 2019	Dec 21, 2018	▲ 9.0%−242.0 pts vs S&P	Filing for PFE on Dec 21, 2018
VZVerizon	Purchase$1,001 - $15,000 · Spouse	Jan 3, 2019	Dec 21, 2018	▲ 28.3%−222.7 pts vs S&P	Filing for VZ on Dec 21, 2018
WMWaste Management	Purchase$1,001 - $15,000 · Spouse	Jan 3, 2019	Dec 21, 2018	▲ 203.4%−47.7 pts vs S&P	Filing for WM on Dec 21, 2018
TAT&T	Sale (full)$15,001 - $50,000 · Spouse	Jan 3, 2019	Dec 17, 2018	▲ 63.5%−169.3 pts vs S&P	Filing for T on Dec 17, 2018
AEPAmerican Electric Power	Sale (partial)$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 21, 2018	▲ 124.1%−96.6 pts vs S&P	Filing for AEP on Nov 21, 2018
BDXBecton Dickinson	Purchase$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 21, 2018	▲ 20.8%−199.9 pts vs S&P	Filing for BDX on Nov 21, 2018
PFEPfizer	Sale (partial)$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 21, 2018	▲ 6.1%−214.6 pts vs S&P	Filing for PFE on Nov 21, 2018
SPGSimon Property Group	Purchase$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 21, 2018	▲ 84.0%−136.7 pts vs S&P	Filing for SPG on Nov 21, 2018
SYKStryker Corporation	Sale (partial)$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 21, 2018	▲ 105.1%−115.7 pts vs S&P	Filing for SYK on Nov 21, 2018
HDThe Home Depot	Purchase$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 125.1%−87.5 pts vs S&P	Filing for HD on Nov 2, 2018
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 135.3%−77.3 pts vs S&P	Filing for JNJ on Nov 2, 2018
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 285.4%+72.8 pts vs S&P	Filing for JPM on Nov 2, 2018
MCDMcDonald's	Sale (partial)$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 79.2%−133.4 pts vs S&P	Filing for MCD on Nov 2, 2018
NEENextEra Energy	Sale (partial)$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 144.2%−68.4 pts vs S&P	Filing for NEE on Nov 2, 2018
NOCNorthrop Grumman	Purchase$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 129.0%−83.6 pts vs S&P	Filing for NOC on Nov 2, 2018
PEPPepsiCo	Sale (partial)$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 58.8%−153.9 pts vs S&P	Filing for PEP on Nov 2, 2018
VZVerizon	Sale (partial)$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 24.4%−188.2 pts vs S&P	Filing for VZ on Nov 2, 2018
WMTWalmart	Sale (partial)$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 315.0%+102.4 pts vs S&P	Filing for WMT on Nov 2, 2018
DISThe Walt Disney Company	Purchase$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 4.3%−208.3 pts vs S&P	Filing for DIS on Nov 2, 2018
WMWaste Management	Sale (partial)$1,001 - $15,000 · Spouse	Dec 5, 2018	Nov 2, 2018	▲ 208.4%−4.2 pts vs S&P	Filing for WM on Nov 2, 2018
AMZNAmazon	Purchase$15,001 - $50,000 · Spouse	Nov 12, 2018	Oct 26, 2018	▲ 206.8%−13.6 pts vs S&P	Filing for AMZN on Oct 26, 2018
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Nov 12, 2018	Oct 26, 2018	▲ 547.8%+327.4 pts vs S&P	Filing for AAPL on Oct 26, 2018
IBMIBM	Sale (full)$1,001 - $15,000 · Spouse	Nov 12, 2018	Oct 26, 2018	▲ 192.4%−27.9 pts vs S&P	Filing for IBM on Oct 26, 2018
NOCNorthrop Grumman	Sale (partial)$1,001 - $15,000 · Spouse	Nov 12, 2018	Oct 26, 2018	▲ 132.4%−88.0 pts vs S&P	Filing for NOC on Oct 26, 2018
PNCPNC Financial Services	Sale (partial)$1,001 - $15,000 · Spouse	Nov 12, 2018	Oct 26, 2018	▲ 155.3%−65.1 pts vs S&P	Filing for PNC on Oct 26, 2018
IBMIBM	Sale (partial)$1,001 - $15,000 · Spouse	Nov 12, 2018	Oct 25, 2018	▲ 188.6%−26.1 pts vs S&P	Filing for IBM on Oct 25, 2018
GEGE Aerospace	Purchase$1,001 - $15,000 · Spouse	Oct 4, 2018	Sep 27, 2018	▲ 501.5%+309.1 pts vs S&P	Filing for GE on Sep 27, 2018
KOThe Coca-Cola Company	Sale (partial)$1,001 - $15,000 · Spouse	Sep 4, 2018	Aug 30, 2018	▲ 171.3%−22.8 pts vs S&P	Filing for KO on Aug 30, 2018
DEDeere & Company	Sale (partial)$1,001 - $15,000 · Spouse	Sep 4, 2018	Aug 30, 2018	▲ 424.8%+230.7 pts vs S&P	Filing for DE on Aug 30, 2018
EMREmerson Electric	Sale (partial)$1,001 - $15,000 · Spouse	Sep 4, 2018	Aug 30, 2018	▲ 161.8%−32.3 pts vs S&P	Filing for EMR on Aug 30, 2018
GEGE Aerospace	Sale (full)$15,001 - $50,000 · Spouse	Sep 4, 2018	Aug 30, 2018	▲ 448.3%+254.1 pts vs S&P	Filing for GE on Aug 30, 2018
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Spouse	Sep 4, 2018	Aug 30, 2018	▲ 403.8%+209.7 pts vs S&P	Filing for MSFT on Aug 30, 2018
BNSBank Of Nova Scotia	Sale (partial)$1,001 - $15,000 · Spouse	Jul 9, 2018	Jun 28, 2018	—	Filing for BNS on Jun 28, 2018
TRVThe Travelers Companies	Sale (partial)$1,001 - $15,000 · Spouse	Jul 9, 2018	Jun 28, 2018	▲ 283.5%+68.3 pts vs S&P	Filing for TRV on Jun 28, 2018
MMM3M	Sale (partial)$1,001 - $15,000 · Spouse	Jul 9, 2018	Jun 21, 2018	▲ 43.2%−168.1 pts vs S&P	Filing for MMM on Jun 21, 2018
INTUIntuit	Purchase$1,001 - $15,000 · Spouse	Jul 9, 2018	Jun 21, 2018	▲ 76.8%−134.6 pts vs S&P	Filing for INTU on Jun 21, 2018
NOCNorthrop Grumman	Sale (partial)$1,001 - $15,000 · Spouse	Jul 9, 2018	Jun 21, 2018	▲ 100.8%−110.5 pts vs S&P	Filing for NOC on Jun 21, 2018
TJXTJX Companies	Purchase$1,001 - $15,000 · Spouse	Jul 9, 2018	Jun 21, 2018	▲ 218.3%+7.0 pts vs S&P	Filing for TJX on Jun 21, 2018
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Jul 9, 2018	Jun 21, 2018	▲ 231.5%+20.2 pts vs S&P	Filing for V on Jun 21, 2018
ADPAutomatic Data Processing	Sale (partial)$1,001 - $15,000 · Spouse	Jun 4, 2018	May 7, 2018	▲ 184.6%−36.7 pts vs S&P	Filing for ADP on May 7, 2018
NEENextEra Energy	Sale (partial)$1,001 - $15,000 · Spouse	Jun 4, 2018	May 7, 2018	▲ 154.8%−66.5 pts vs S&P	Filing for NEE on May 7, 2018
NOCNorthrop Grumman	Purchase$1,001 - $15,000 · Spouse	Jun 4, 2018	May 7, 2018	▲ 99.3%−122.1 pts vs S&P	Filing for NOC on May 7, 2018
PEPPepsiCo	Purchase$1,001 - $15,000 · Spouse	Jun 4, 2018	May 1, 2018	▲ 81.2%−142.5 pts vs S&P	Filing for PEP on May 1, 2018
DISThe Walt Disney Company	Purchase$1,001 - $15,000 · Spouse	Jun 4, 2018	May 1, 2018	▲ 21.0%−202.7 pts vs S&P	Filing for DIS on May 1, 2018
PGProcter & Gamble	Sale (full)$1,001 - $15,000 · Spouse	May 10, 2018	Apr 25, 2018	▲ 179.8%−45.5 pts vs S&P	Filing for PG on Apr 25, 2018
PGProcter & Gamble	Sale (partial)$1,001 - $15,000 · Spouse	May 10, 2018	Apr 24, 2018	▲ 179.0%−47.1 pts vs S&P	Filing for PG on Apr 24, 2018
MOAltria	Sale (full)$1,001 - $15,000 · Spouse	May 10, 2018	Apr 23, 2018	▲ 154.9%−66.8 pts vs S&P	Filing for MO on Apr 23, 2018
NOCNorthrop Grumman	Purchase$1,001 - $15,000 · Spouse	May 10, 2018	Apr 23, 2018	▲ 77.4%−144.3 pts vs S&P	Filing for NOC on Apr 23, 2018
PGProcter & Gamble	Sale (partial)$1,001 - $15,000 · Spouse	May 10, 2018	Apr 23, 2018	▲ 177.1%−44.6 pts vs S&P	Filing for PG on Apr 23, 2018
SYKStryker Corporation	Purchase$1,001 - $15,000 · Spouse	May 10, 2018	Apr 23, 2018	▲ 103.2%−118.6 pts vs S&P	Filing for SYK on Apr 23, 2018
DDominion Energy	Sale (full)$1,001 - $15,000 · Spouse	Apr 3, 2018	Mar 14, 2018	▲ 32.0%−180.8 pts vs S&P	Filing for D on Mar 14, 2018
DDominion Energy	Sale (full)$1,001 - $15,000 · Spouse	Apr 3, 2018	Mar 13, 2018	▲ 33.0%−178.2 pts vs S&P	Filing for D on Mar 13, 2018
TRVThe Travelers Companies	Purchase$1,001 - $15,000 · Spouse	Apr 3, 2018	Mar 13, 2018	▲ 235.8%+24.6 pts vs S&P	Filing for TRV on Mar 13, 2018
DDominion Energy	Sale (full)$1,001 - $15,000 · Spouse	Apr 3, 2018	Mar 12, 2018	▲ 33.0%−176.2 pts vs S&P	Filing for D on Mar 12, 2018
TRVThe Travelers Companies	Purchase$1,001 - $15,000 · Spouse	Apr 3, 2018	Mar 12, 2018	▲ 233.9%+24.7 pts vs S&P	Filing for TRV on Mar 12, 2018
DDominion Energy	Sale (full)$1,001 - $15,000 · Spouse	Apr 3, 2018	Mar 9, 2018	▲ 33.2%−175.6 pts vs S&P	Filing for D on Mar 9, 2018
TRVThe Travelers Companies	Purchase$1,001 - $15,000 · Spouse	Apr 3, 2018	Mar 9, 2018	▲ 232.0%+23.2 pts vs S&P	Filing for TRV on Mar 9, 2018
DDominion Energy	Sale (full)$1,001 - $15,000 · Spouse	Apr 3, 2018	Mar 8, 2018	▲ 33.3%−180.9 pts vs S&P	Filing for D on Mar 8, 2018
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Spouse	Apr 3, 2018	Mar 8, 2018	▲ 270.5%+56.3 pts vs S&P	Filing for JPM on Mar 8, 2018
TRVThe Travelers Companies	Purchase$1,001 - $15,000 · Spouse	Apr 3, 2018	Mar 8, 2018	▲ 238.3%+24.1 pts vs S&P	Filing for TRV on Mar 8, 2018
SYKStryker Corporation	Purchase$1,001 - $15,000 · sp	Mar 6, 2018	Feb 26, 2018	▲ 105.0%−104.8 pts vs S&P	Filing for SYK on Feb 26, 2018
ACNAccenture	Purchase$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 26, 2018	▲ 78.7%−131.2 pts vs S&P	Filing for ACN on Feb 26, 2018
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 26, 2018	▲ 688.7%+478.8 pts vs S&P	Filing for AAPL on Feb 26, 2018
XOMExxonMobil	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 26, 2018	▲ 228.1%+18.2 pts vs S&P	Filing for XOM on Feb 26, 2018
NOCNorthrop Grumman	Purchase$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 26, 2018	▲ 78.5%−131.3 pts vs S&P	Filing for NOC on Feb 26, 2018
PFEPfizer	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 26, 2018	▲ 26.5%−183.3 pts vs S&P	Filing for PFE on Feb 26, 2018
SYKStryker Corporation	Purchase$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 26, 2018	▲ 105.0%−104.8 pts vs S&P	Filing for SYK on Feb 26, 2018
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 26, 2018	▲ 98.9%−110.9 pts vs S&P	Filing for UNH on Feb 26, 2018
VZVerizon	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 26, 2018	▲ 48.7%−161.2 pts vs S&P	Filing for VZ on Feb 26, 2018
ZTSZoetis	Purchase$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 26, 2018	▲ 8.3%−201.5 pts vs S&P	Filing for ZTS on Feb 26, 2018
VVisa Inc.	Purchase$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 7, 2018	▲ 274.0%+52.3 pts vs S&P	Filing for V on Feb 7, 2018
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2018	Feb 1, 2018	▲ 179.7%−26.1 pts vs S&P	Filing for MET on Feb 1, 2018
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 31, 2018	▲ 181.6%−23.9 pts vs S&P	Filing for MET on Jan 31, 2018
BACBank of America	Sale (full)$15,001 - $50,000 · Spouse	Feb 2, 2018	Jan 22, 2018	▲ 90.0%−114.6 pts vs S&P	Filing for BAC on Jan 22, 2018
GEGE Aerospace	Purchase$15,001 - $50,000 · Spouse	Feb 2, 2018	Jan 22, 2018	▲ 340.4%+135.8 pts vs S&P	Filing for GE on Jan 22, 2018
ACNAccenture	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 16, 2018	▲ 86.3%−124.5 pts vs S&P	Filing for ACN on Jan 16, 2018
ADPAutomatic Data Processing	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 16, 2018	▲ 201.0%−9.9 pts vs S&P	Filing for ADP on Jan 16, 2018
INTCIntel	Sale (full)$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 16, 2018	▲ 67.0%−143.9 pts vs S&P	Filing for INTC on Jan 16, 2018
PMPhilip Morris International	Sale (full)$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 16, 2018	▲ 209.0%−1.9 pts vs S&P	Filing for PM on Jan 16, 2018
WMWaste Management	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 16, 2018	▲ 209.3%−1.6 pts vs S&P	Filing for WM on Jan 16, 2018
ZTSZoetis	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 16, 2018	▲ 19.6%−191.3 pts vs S&P	Filing for ZTS on Jan 16, 2018
ACNAccenture	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 83.8%−126.0 pts vs S&P	Filing for ACN on Jan 12, 2018
MOAltria	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 109.4%−100.4 pts vs S&P	Filing for MO on Jan 12, 2018
AEPAmerican Electric Power	Sale (full)$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 160.7%−49.1 pts vs S&P	Filing for AEP on Jan 12, 2018
ADPAutomatic Data Processing	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 203.3%−6.5 pts vs S&P	Filing for ADP on Jan 12, 2018
KOThe Coca-Cola Company	Sale (full)$15,001 - $50,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 169.0%−40.9 pts vs S&P	Filing for KO on Jan 12, 2018
DDominion Energy	Sale (full)$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 29.3%−180.6 pts vs S&P	Filing for D on Jan 12, 2018
XOMExxonMobil	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 198.5%−11.3 pts vs S&P	Filing for XOM on Jan 12, 2018
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 109.6%−100.2 pts vs S&P	Filing for HD on Jan 12, 2018
INTCIntel	Sale (full)$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 66.6%−143.2 pts vs S&P	Filing for INTC on Jan 12, 2018
OXYOccidental Petroleum	Sale (full)$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▼ 2.3%−212.2 pts vs S&P	Filing for OXY on Jan 12, 2018
PEPPepsiCo	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 54.1%−155.7 pts vs S&P	Filing for PEP on Jan 12, 2018
PMPhilip Morris International	Sale (full)$15,001 - $50,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 210.1%+0.2 pts vs S&P	Filing for PM on Jan 12, 2018
KHCKraft Heinz	Sale (full)$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▼ 51.3%−261.1 pts vs S&P	Filing for KHC on Jan 12, 2018
WMWaste Management	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 208.9%−0.9 pts vs S&P	Filing for WM on Jan 12, 2018
ZTSZoetis	Purchase$1,001 - $15,000 · Spouse	Feb 2, 2018	Jan 12, 2018	▲ 19.9%−190.0 pts vs S&P	Filing for ZTS on Jan 12, 2018
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000 · Spouse	Jan 4, 2018	Dec 8, 2017	▲ 173.9%−52.0 pts vs S&P	Filing for KO on Dec 8, 2017
PMPhilip Morris International	Sale (full)$1,001 - $15,000 · Spouse	Jan 4, 2018	Dec 8, 2017	▲ 207.0%−19.0 pts vs S&P	Filing for PM on Dec 8, 2017
SPGSimon Property Group	Sale (full)$1,001 - $15,000 · Spouse	Jan 4, 2018	Dec 8, 2017	▲ 117.7%−108.3 pts vs S&P	Filing for SPG on Dec 8, 2017
UNHUnitedHealth Group	Purchase$1,001 - $15,000 · Spouse	Jan 4, 2018	Dec 8, 2017	▲ 107.9%−118.0 pts vs S&P	Filing for UNH on Dec 8, 2017
WMTWalmart	Sale (full)$1,001 - $15,000 · Spouse	Jan 4, 2018	Dec 8, 2017	▲ 343.5%+117.5 pts vs S&P	Filing for WMT on Dec 8, 2017
TAT&T	Purchase$1,001 - $15,000 · Spouse	Dec 6, 2017	Nov 30, 2017	▲ 44.9%−181.7 pts vs S&P	Filing for T on Nov 30, 2017
TRMBTrimble Inc.	Sale (full)$1,001 - $15,000 · Spouse	Dec 6, 2017	Nov 30, 2017	▲ 56.5%−170.1 pts vs S&P	Filing for TRMB on Nov 30, 2017
CSCOCisco	Sale (full)$1,001 - $15,000 · Spouse	Dec 6, 2017	Nov 20, 2017	▲ 264.8%+29.8 pts vs S&P	Filing for CSCO on Nov 20, 2017
GEGE Aerospace	Sale (full)$1,001 - $15,000 · Spouse	Dec 6, 2017	Nov 15, 2017	▲ 292.7%+55.2 pts vs S&P	Filing for GE on Nov 15, 2017
NOCNorthrop Grumman	Purchase$1,001 - $15,000 · Spouse	Dec 6, 2017	Nov 15, 2017	▲ 112.0%−125.5 pts vs S&P	Filing for NOC on Nov 15, 2017
KHCKraft Heinz	Sale (full)$1,001 - $15,000 · Spouse	Dec 6, 2017	Nov 3, 2017	▼ 51.3%−286.1 pts vs S&P	Filing for KHC on Nov 3, 2017
AXPAmerican Express	Sale (full)$1,001 - $15,000 · Spouse	Nov 4, 2017	Oct 17, 2017	▲ 299.4%+60.6 pts vs S&P	Filing for AXP on Oct 17, 2017
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Spouse	Nov 4, 2017	Oct 17, 2017	▲ 337.7%+99.0 pts vs S&P	Filing for JPM on Oct 17, 2017
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Spouse	Nov 4, 2017	Oct 17, 2017	▲ 129.1%−109.7 pts vs S&P	Filing for UNH on Oct 17, 2017
PNCPNC Financial Services	Purchase$15,001 - $50,000 · Spouse	Nov 4, 2017	Oct 4, 2017	▲ 134.0%−107.8 pts vs S&P	Filing for PNC on Oct 4, 2017
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Spouse	Nov 4, 2017	Oct 4, 2017	▲ 21.4%−220.5 pts vs S&P	Filing for DIS on Oct 4, 2017
USBU.S. Bancorp	Sale (full)$1,001 - $15,000 · Spouse	Nov 4, 2017	Oct 2, 2017	▲ 58.8%−184.2 pts vs S&P	Filing for USB on Oct 2, 2017
BNSBank Of Nova Scotia	Purchase$1,001 - $15,000 · Spouse	Oct 5, 2017	Sep 26, 2017	—	Filing for BNS on Sep 26, 2017
BNSBank Of Nova Scotia	Purchase$1,001 - $15,000 · Spouse	Oct 5, 2017	Sep 25, 2017	—	Filing for BNS on Sep 25, 2017
BNSBank Of Nova Scotia	Purchase$1,001 - $15,000 · Spouse	Oct 5, 2017	Sep 22, 2017	—	Filing for BNS on Sep 22, 2017
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	Oct 5, 2017	Sep 22, 2017	▲ 169.8%−77.2 pts vs S&P	Filing for MET on Sep 22, 2017
OXYOccidental Petroleum	Sale (full)$1,001 - $15,000 · Spouse	Oct 5, 2017	Sep 22, 2017	▲ 20.1%−226.9 pts vs S&P	Filing for OXY on Sep 22, 2017
USBU.S. Bancorp	Sale (full)$1,001 - $15,000 · Spouse	Oct 5, 2017	Sep 22, 2017	▲ 59.0%−187.9 pts vs S&P	Filing for USB on Sep 22, 2017
KOThe Coca-Cola Company	Purchase$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 25, 2017	▲ 176.8%−78.8 pts vs S&P	Filing for KO on Aug 25, 2017
CVSCVS Health	Sale (full)$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 25, 2017	▲ 62.7%−193.0 pts vs S&P	Filing for CVS on Aug 25, 2017
PMPhilip Morris International	Purchase$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 25, 2017	▲ 187.8%−67.9 pts vs S&P	Filing for PM on Aug 25, 2017
KOThe Coca-Cola Company	Purchase$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 24, 2017	▲ 177.8%−78.7 pts vs S&P	Filing for KO on Aug 24, 2017
CVSCVS Health	Sale (full)$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 24, 2017	▲ 62.6%−193.9 pts vs S&P	Filing for CVS on Aug 24, 2017
PMPhilip Morris International	Purchase$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 24, 2017	▲ 188.5%−68.0 pts vs S&P	Filing for PM on Aug 24, 2017
BHFBrighthouse Financial, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 9, 2017	▼ 25.1%−276.9 pts vs S&P	Filing for BHF on Aug 9, 2017
INTCIntel	Sale (full)$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 9, 2017	▲ 98.1%−153.7 pts vs S&P	Filing for INTC on Aug 9, 2017
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 9, 2017	▲ 182.2%−69.6 pts vs S&P	Filing for MET on Aug 9, 2017
VVisa Inc.	Purchase$15,001 - $50,000 · Spouse	Oct 4, 2017	Aug 9, 2017	▲ 344.7%+92.9 pts vs S&P	Filing for V on Aug 9, 2017
BHFBrighthouse Financial, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 8, 2017	▼ 25.3%−277.1 pts vs S&P	Filing for BHF on Aug 8, 2017
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Spouse	Oct 4, 2017	Aug 7, 2017	▲ 357.1%+106.3 pts vs S&P	Filing for JPM on Aug 7, 2017
MMM3M	Sale (full)$1,001 - $15,000 · Spouse	Aug 2, 2017	Jul 18, 2017	▲ 35.6%−218.4 pts vs S&P	Filing for MMM on Jul 18, 2017
DDDuPont	Sale (full)$1,001 - $15,000 · Spouse	Aug 2, 2017	Jul 18, 2017	▲ 57.2%−196.8 pts vs S&P	Filing for DD on Jul 18, 2017
GEGE Aerospace	Sale (full)$1,001 - $15,000 · Spouse	Aug 2, 2017	Jul 18, 2017	▲ 169.3%−84.7 pts vs S&P	Filing for GE on Jul 18, 2017
MCDMcDonald's	Sale (full)$1,001 - $15,000 · Spouse	Aug 2, 2017	Jul 18, 2017	▲ 112.1%−141.9 pts vs S&P	Filing for MCD on Jul 18, 2017
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000 · Spouse	Aug 2, 2017	Jul 18, 2017	▲ 687.5%+433.5 pts vs S&P	Filing for MSFT on Jul 18, 2017
SPGSimon Property Group	Sale (full)$1,001 - $15,000 · Spouse	Aug 2, 2017	Jul 18, 2017	▲ 126.1%−128.0 pts vs S&P	Filing for SPG on Jul 18, 2017
VZVerizon	Purchase$1,001 - $15,000 · Spouse	Aug 2, 2017	Jul 18, 2017	▲ 72.3%−181.8 pts vs S&P	Filing for VZ on Jul 18, 2017
AAPLApple Inc.	Purchase$15,001 - $50,000 · Spouse	Jul 9, 2018	Jun 27, 2017	▲ 893.5%+633.1 pts vs S&P	Filing for AAPL on Jun 27, 2017
SLBSchlumberger	Sale (full)$1,001 - $15,000 · Spouse	Jul 9, 2018	Jun 27, 2017	▲ 4.0%−256.4 pts vs S&P	Filing for SLB on Jun 27, 2017
DEDeere & Company	Sale (full)$1,001 - $15,000 · Spouse	Jun 6, 2017	May 15, 2017	▲ 576.0%+312.3 pts vs S&P	Filing for DE on May 15, 2017
TRMBTrimble Inc.	Sale (full)$1,001 - $15,000 · Spouse	Jun 6, 2017	May 15, 2017	▲ 84.4%−179.3 pts vs S&P	Filing for TRMB on May 15, 2017
ABTAbbott Laboratories	Sale (full)$15,001 - $50,000 · Spouse	May 3, 2017	Apr 19, 2017	▲ 198.6%−75.8 pts vs S&P	Filing for ABT on Apr 19, 2017
IBMIBM	Purchase$1,001 - $15,000 · Spouse	May 3, 2017	Apr 19, 2017	▲ 140.1%−134.3 pts vs S&P	Filing for IBM on Apr 19, 2017
IBMIBM	Purchase$1,001 - $15,000 · Spouse	May 3, 2017	Apr 19, 2017	▲ 140.1%−134.3 pts vs S&P	Filing for IBM on Apr 19, 2017
AXPAmerican Express	Purchase$1,001 - $15,000 · Spouse	Apr 2, 2017	Mar 24, 2017	▲ 373.8%+100.1 pts vs S&P	Filing for AXP on Mar 24, 2017
AXPAmerican Express	Purchase$1,001 - $15,000 · Spouse	Apr 2, 2017	Mar 24, 2017	▲ 373.8%+100.1 pts vs S&P	Filing for AXP on Mar 24, 2017
PMPhilip Morris International	Sale (full)$1,001 - $15,000 · Spouse	Apr 2, 2017	Mar 24, 2017	▲ 198.1%−75.7 pts vs S&P	Filing for PM on Mar 24, 2017
PMPhilip Morris International	Sale (full)$1,001 - $15,000 · Spouse	Apr 2, 2017	Mar 24, 2017	▲ 198.1%−75.7 pts vs S&P	Filing for PM on Mar 24, 2017
KHCKraft Heinz	Sale (full)$1,001 - $15,000 · Spouse	Apr 2, 2017	Mar 24, 2017	▼ 58.0%−331.7 pts vs S&P	Filing for KHC on Mar 24, 2017
KHCKraft Heinz	Sale (full)$1,001 - $15,000 · Spouse	Apr 2, 2017	Mar 24, 2017	▼ 58.0%−331.7 pts vs S&P	Filing for KHC on Mar 24, 2017
TMOThermo Fisher Scientific	Sale (full)$15,001 - $50,000 · Spouse	Apr 2, 2017	Mar 24, 2017	▲ 365.0%+91.3 pts vs S&P	Filing for TMO on Mar 24, 2017
UNHUnitedHealth Group	Purchase$1,001 - $15,000 · Spouse	Apr 2, 2017	Mar 24, 2017	▲ 185.3%−88.4 pts vs S&P	Filing for UNH on Mar 24, 2017
UNHUnitedHealth Group	Purchase$1,001 - $15,000 · Spouse	Apr 2, 2017	Mar 24, 2017	▲ 185.3%−88.4 pts vs S&P	Filing for UNH on Mar 24, 2017
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Spouse	Feb 6, 2017	Jan 18, 2017	▲ 417.8%+130.7 pts vs S&P	Filing for JPM on Jan 18, 2017
PMPhilip Morris International	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2017	Jan 18, 2017	▲ 259.7%−27.4 pts vs S&P	Filing for PM on Jan 18, 2017
SPGSimon Property Group	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2017	Jan 18, 2017	▲ 97.7%−189.4 pts vs S&P	Filing for SPG on Jan 18, 2017
SPGSimon Property Group	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2017	Jan 18, 2017	▲ 97.7%−189.4 pts vs S&P	Filing for SPG on Jan 18, 2017
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	Nov 7, 2016	Oct 19, 2016	▲ 236.8%−75.3 pts vs S&P	Filing for MET on Oct 19, 2016
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	Nov 7, 2016	Oct 18, 2016	▲ 237.1%−76.0 pts vs S&P	Filing for MET on Oct 18, 2016
MMM3M	Purchase$15,001 - $50,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 64.0%−246.2 pts vs S&P	Filing for MMM on Sep 12, 2016
ABTAbbott Laboratories	Purchase$15,001 - $50,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 220.2%−90.0 pts vs S&P	Filing for ABT on Sep 12, 2016
ABBVAbbVie	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 575.6%+265.4 pts vs S&P	Filing for ABBV on Sep 12, 2016
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 605.4%+295.2 pts vs S&P	Filing for GOOGL on Sep 12, 2016
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 605.4%+295.2 pts vs S&P	Filing for GOOGL on Sep 12, 2016
AMZNAmazon	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 553.2%+243.0 pts vs S&P	Filing for AMZN on Sep 12, 2016
DOXAmdocs LTD	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	—	Filing for DOX on Sep 12, 2016
AMXAmerica Movil SAB DE Cv/	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	—	Filing for AMX on Sep 12, 2016
AEPAmerican Electric Power	Purchase$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 184.0%−126.2 pts vs S&P	Filing for AEP on Sep 12, 2016
AXPAmerican Express	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 467.5%+157.3 pts vs S&P	Filing for AXP on Sep 12, 2016
AMPAmeriprise Financial	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 506.0%+195.8 pts vs S&P	Filing for AMP on Sep 12, 2016
AMEAmetek	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 451.4%+141.2 pts vs S&P	Filing for AME on Sep 12, 2016
APHAmphenol	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 1078.3%+768.0 pts vs S&P	Filing for APH on Sep 12, 2016
AONAon plc	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	—	Filing for AON on Sep 12, 2016
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 1272.8%+962.5 pts vs S&P	Filing for AAPL on Sep 12, 2016
TAT&T	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 40.4%−269.8 pts vs S&P	Filing for T on Sep 12, 2016
BMRNBiomarin Pharmaceutical Inc	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▼ 42.0%−352.2 pts vs S&P	Filing for BMRN on Sep 12, 2016
BLKBlackRock	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 303.3%−6.9 pts vs S&P	Filing for BLK on Sep 12, 2016
BSXBoston Scientific	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 82.8%−227.4 pts vs S&P	Filing for BSX on Sep 12, 2016
AVGOBroadcom	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 2539.8%+2229.6 pts vs S&P	Filing for AVGO on Sep 12, 2016
CDNSCadence Design Systems Inc	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 1184.2%+874.0 pts vs S&P	Filing for CDNS on Sep 12, 2016
CAHCardinal Health	Sale (full)$1,001 - $15,000 · Spouse	Oct 12, 2016	Sep 12, 2016	▲ 320.2%+10.0 pts vs S&P	Filing for CAH on Sep 12, 2016

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	−0.2%	−0.1%	49%	175	−0.5% (177)
Purchases	90 days	−0.2%	−1.8%	42%	175	+0.1% (177)
Sales	30 days	−0.5%	−0.3%	45%	293	0.0% (297)
Sales	90 days	−0.6%	−0.3%	49%	293	0.0% (297)

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 Mar 25, 2021 3 stock or option trades
Report filed Jan 22, 2021 4 stock or option trades
Report filed Dec 15, 2020 4 stock or option trades · AAL, DRI, LUV
Report filed Dec 4, 2020 12 stock or option trades · AAPL, CVX, JNJ, BX
Report filed Oct 5, 2020 16 stock or option trades · ABT, GOOGL, AAPL, INTU, JPM
Report filed Sep 8, 2020 13 stock or option trades · AEP, AXP, DUK, JNJ, PNC, USB, V
Report filed Sep 4, 2020 5 stock or option trades · AMZN, AAPL, HD, PFE, RTX
Report filed Jul 10, 2020 12 stock or option trades · PNC, TJX, USB
Report filed Jun 9, 2020 27 stock or option trades · AMZN, AAPL, BDX, CARR, DRI, HD, JNJ, JPM, OTIS, PG, BX, VZ
Report filed May 4, 2020 18 stock or option trades · AMZN, AEP, AAPL, CVX, DRI, DUK, EMR, MPC, SO
Report filed Apr 6, 2020 43 stock or option trades · MMM, AEP, NOC, LUV, TRV, DIS
Report filed Mar 10, 2020 19 stock or option trades
Report filed Feb 7, 2020 1 stock or option trade · IVZ
Report filed Feb 7, 2020 11 stock or option trades · IVZ
Report filed Dec 16, 2019 5 stock or option trades
Report filed Nov 12, 2019 21 stock or option trades · ACN, DD, XOM, JNJ, NEE, PNC
Report filed Oct 8, 2019 3 stock or option trades · AMZN
Report filed Sep 17, 2019 11 stock or option trades · CTVA, DOW, WMT, WM
Report filed Aug 5, 2019 12 stock or option trades · KO, SPG
Report filed Jul 8, 2019 0 stock or option trades
Report filed May 6, 2019 13 stock or option trades · GOOGL, AAPL, ADP, BDX, HD, INTU, JNJ, JPM, PFE, UNH, VZ, DIS
Report filed Apr 2, 2019 4 stock or option trades · T, XOM, GE, TRV
Report filed Mar 5, 2019 0 stock or option trades
Report filed Mar 4, 2019 12 stock or option trades · AAPL, XOM, INTU, JNJ, MSFT, NOC, PEP, SPG, TRV, WMT, ZTS
Report filed Jan 3, 2019 13 stock or option trades · AEP, AXP, T, BNS, PFE, VZ, WM
Report filed Dec 5, 2018 23 stock or option trades · AEP, BDX, HD, JNJ, JPM, MCD, NEE, NOC, PEP, PFE, SPG, SYK
Report filed Nov 12, 2018 11 stock or option trades · AMZN, AAPL, IBM, NOC, PNC
Report filed Oct 4, 2018 1 stock or option trade · GE
Report filed Sep 4, 2018 5 stock or option trades · KO, DE, EMR, GE, MSFT
Report filed Aug 10, 2018 0 stock or option trades
Report filed Jul 9, 2018 10 stock or option trades · MMM, AAPL, BNS, INTU, NOC, SLB, TRV, TJX, V
Report filed Jun 4, 2018 6 stock or option trades · ADP, NEE, NOC, PEP, DIS
Report filed May 10, 2018 7 stock or option trades · MO, NOC, PG, SYK
Report filed Apr 3, 2018 10 stock or option trades · D, JPM, TRV
Report filed Mar 6, 2018 1 stock or option trade · SYK
Report filed Mar 2, 2018 17 stock or option trades · ACN, AAPL, XOM, MET, NOC, PFE, SYK, UNH, VZ, V, ZTS
Report filed Feb 2, 2018 26 stock or option trades · ACN, MO, AEP, ADP, BAC, KO, D, XOM, GE, HD, INTC, MET
Report filed Jan 4, 2018 8 stock or option trades · KO, PM, SPG, UNH, WMT
Report filed Dec 6, 2017 8 stock or option trades · T, CSCO, GE, NOC, KHC, TRMB
Report filed Nov 4, 2017 6 stock or option trades · AXP, JPM, PNC, USB, UNH, DIS
Report filed Oct 5, 2017 8 stock or option trades · BNS, MET, OXY, USB
Report filed Oct 4, 2017 12 stock or option trades · BHF, KO, CVS, INTC, JPM, MET, PM, V
Report filed Aug 2, 2017 10 stock or option trades · MMM, DD, GE, MCD, MSFT, SPG, VZ
Report filed Jun 14, 2017 4 stock or option trades
Report filed Jun 6, 2017 2 stock or option trades · DE, TRMB
Report filed May 3, 2017 3 stock or option trades · ABT, IBM
Report filed Apr 2, 2017 9 stock or option trades · AXP, PM, KHC, TMO, UNH
Report filed Mar 2, 2017 0 stock or option trades
Report filed Feb 7, 2017 0 stock or option trades
Report filed Feb 6, 2017 4 stock or option trades · JPM, PM, SPG
Report filed Jan 4, 2017 0 stock or option trades
Report filed Nov 7, 2016 2 stock or option trades · MET
Report filed Oct 12, 2016 189 stock or option trades · MMM, ABT, ABBV, GOOGL, AMZN, DOX, AMX, AEP, AXP, AMP, AME, APH
Report filed Sep 6, 2016 20 stock or option trades · BMY, COF, GILD, IBM, MCD, ORCL, USB
Report filed Aug 2, 2016 4 stock or option trades · AXP, IBM, MET, SWKS
Report filed Jul 6, 2016 3 stock or option trades · HD
Report filed Jun 3, 2016 13 stock or option trades · AAPL, ETR, FLR, GD, M, PEP, TEVA, VLO
Report filed May 24, 2016 24 stock or option trades · AAL, AAPL, BIIB, CHTR, KO, COP, META, F, GE, GM, NKE, PEP
Report filed Apr 7, 2016 1 stock or option trade · WFC
Report filed Mar 2, 2016 9 stock or option trades · AMP, T, IVZ, MAT, MDT, MET, MSFT, REGN

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