Katherine M. Clark: stock trades

Democrat, Representative for MA's 5th district. Value ranges as filed, never exact figures.

Activity

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

Katherine M. Clark: purchases and sales per month

Show as a table

Month	Purchases	Sales
Dec 2024	0	0
Jan 2025	0	0
Feb 2025	0	0
Mar 2025	0	0
Apr 2025	0	0
May 2025	0	0
Jun 2025	0	0
Jul 2025	0	0
Aug 2025	0	0
Sep 2025	0	2
Oct 2025	0	0
Nov 2025	0	0
Dec 2025	0	0
Jan 2026	0	0
Feb 2026	0	0
Mar 2026	0	0
Apr 2026	0	0
May 2026	0	0
Jun 2026	0	0
Jul 2026	0	0
Aug 2026	0	0
Sep 2026	0	0
Oct 2026	0	0
Nov 2026	0	0

Trades, 24 months: 2
Purchases: 0
Sales: 2
In 2025: 2

Top sectors

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

Health Care18% of trades 66 trades: 31 purchases, 35 sales
Financials17% of trades 64 trades: 34 purchases, 30 sales
Technology16% of trades 59 trades: 29 purchases, 30 sales
Industrials11% of trades 43 trades: 20 purchases, 23 sales
Consumer Discretionary9% of trades 34 trades: 17 purchases, 17 sales
Consumer Staples9% of trades 33 trades: 13 purchases, 20 sales

Would copying Katherine M. Clark’s trades have beaten the S&P 500?

Copying Katherine M. Clark’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 9, 2015 into $45,209 by November 2, 2026, against $44,950 in the S&P 500: +13.7% a year against +13.6%, with a beta of 0.94. Selling each purchase after 6 months instead would have made +5.0% a year. Six months after each report, the average share purchase was −3.4% against the S&P 500 (median −0.5%), and 48% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −1.4%. Reports arrived a median of 45 days after the trade. 9 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

Copying Katherine M. ClarkS&P 500, buy and hold $10,000 copying Katherine M. Clark’s disclosed holdings from January 9, 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.

Katherine M. Clark: 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	170	+0.2%	+0.9%	53%	0.20	No reliable evidence
Purchases, 6 months after the report	170	−3.4%	−0.5%	48%	-2.58	No reliable evidence
Purchases, 3 months after the trade	170	−1.3%	−1.2%	45%	-1.33	No reliable evidence
Purchases, 6 months after the trade	170	−1.4%	−1.3%	45%	-1.01	No reliable evidence
Sales, 6 months after the report	190	−0.8%	−1.0%	51%	-0.73	No reliable evidence

Return a year, copying: +13.7%
S&P 500, same dates: +13.6%
Yearly swing (S&P 500): 19% (17%)
Sharpe ratio (S&P 500): 0.66 (0.69)
Biggest drop (S&P 500): −33% (−34%)
Market sensitivity (beta): 0.94

“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 Katherine M. Clark 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.

Katherine M. Clark: companies traded

AAPLApple Inc.	5$54,005–$160,000	6$6,006–$90,000	Apr 28, 2015	Nov 10, 2020	—
GSKGSK plc	5$5,005–$75,000	6$6,006–$90,000	Oct 11, 2016	Jun 4, 2021	—
SBUXStarbucks	5$5,005–$75,000	6$6,006–$90,000	Oct 11, 2016	Sep 16, 2021	▲ 144.5%−169.2 pts vs S&P
HDThe Home Depot	4$4,004–$60,000	6$20,006–$125,000	Oct 11, 2016	Sep 16, 2021	▲ 236.5%−77.2 pts vs S&P
CCEPCoca-cola Europacific Partners plc	4$4,004–$60,000	5$5,005–$75,000	Nov 5, 2019	Sep 16, 2021	—
TSMTaiwan Semiconductor Manufacturing Co LTD	2$2,002–$30,000	7$7,007–$105,000	May 12, 2019	Sep 16, 2021	—
GOOGLAlphabet Inc. (Class A)	2$2,002–$30,000	6$6,006–$90,000	Apr 3, 2020	Sep 16, 2021	▲ 415.7%+183.5 pts vs S&P
INTCIntel	4$4,004–$60,000	4$18,004–$95,000	Oct 1, 2018	Sep 16, 2021	▲ 52.2%−139.1 pts vs S&P
MSFTMicrosoft Corporation	4$4,004–$60,000	4$4,004–$60,000	Jan 27, 2015	Sep 16, 2021	▲ 928.2%+614.5 pts vs S&P
BLKBlackRock	4$4,004–$60,000	3$3,003–$45,000	Oct 11, 2016	Jun 4, 2021	▲ 321.9%+8.2 pts vs S&P
HONHoneywell Technologies	4$4,004–$60,000	3$3,003–$45,000	Jan 5, 2017	Sep 16, 2021	▲ 146.8%−140.9 pts vs S&P
NVONovo Nordisk A S	4$4,004–$60,000	3$3,003–$45,000	Oct 11, 2016	Sep 16, 2021	—
UBSUBS Group AG	4$4,004–$60,000	3$3,003–$45,000	Oct 22, 2020	Sep 16, 2021	—
VVisa Inc.	4$4,004–$60,000	3$3,003–$45,000	Oct 11, 2016	Sep 16, 2021	▲ 450.5%+136.8 pts vs S&P
AMCXAMC Global Media Inc.	4$4,004–$60,000	2$2,002–$30,000	Oct 1, 2018	Apr 3, 2020	▼ 87.9%−279.3 pts vs S&P
INVHInvitation Homes	2$2,002–$30,000	4$4,004–$60,000	Nov 5, 2019	Nov 5, 2020	▲ 11.1%−160.4 pts vs S&P
IRMIron Mountain	2$2,002–$30,000	4$4,004–$60,000	Nov 5, 2020	Jul 27, 2021	▲ 443.4%+309.9 pts vs S&P
ORCLOracle Corporation	4$4,004–$60,000	2$2,002–$30,000	Oct 11, 2016	Sep 16, 2021	▲ 282.9%−30.8 pts vs S&P
SPGSimon Property Group	2$2,002–$30,000	4$18,004–$95,000	May 7, 2015	Sep 16, 2021	▲ 202.0%+93.6 pts vs S&P
UNPUnion Pacific Corporation	3$3,003–$45,000	3$17,003–$80,000	Dec 2, 2014	Nov 5, 2020	—
AMGNAmgen	2$2,002–$30,000	3$17,003–$80,000	Nov 18, 2015	Oct 5, 2017	▲ 278.4%−35.3 pts vs S&P
BRK.BBerkshire Hathaway	5$33,005–$145,000	0	Mar 2, 2015	Dec 8, 2015	—
CLXClorox	2$2,002–$30,000	3$3,003–$45,000	Apr 4, 2017	Oct 1, 2018	▼ 6.4%−277.5 pts vs S&P
FSLRFirst Solar, Inc.	4$4,004–$60,000	1$15,001–$50,000	Nov 5, 2020	Sep 16, 2021	▲ 115.6%−17.8 pts vs S&P
JPMJPMorgan Chase	2$2,002–$30,000	3$3,003–$45,000	Oct 11, 2016	Nov 5, 2020	▲ 539.8%+226.1 pts vs S&P
KMBKimberly-Clark	2$2,002–$30,000	3$17,003–$80,000	Nov 18, 2015	Oct 22, 2020	▲ 5.5%−165.9 pts vs S&P
MOSThe Mosaic Company	3$3,003–$45,000	2$2,002–$30,000	Jul 9, 2019	Oct 22, 2020	▼ 8.2%−189.9 pts vs S&P
MPCMarathon Petroleum	3$3,003–$45,000	2$2,002–$30,000	Jun 4, 2019	Mar 20, 2020	▲ 998.8%+798.9 pts vs S&P
SCCOSouthern Copper Corp/	2$2,002–$30,000	3$3,003–$45,000	Oct 5, 2017	Jan 29, 2019	—
ABTAbbott Laboratories	2$2,002–$30,000	2$2,002–$30,000	Oct 22, 2020	Nov 10, 2020	▲ 11.9%−125.4 pts vs S&P
AMTAmerican Tower	2$2,002–$30,000	2$2,002–$30,000	Jan 29, 2019	May 12, 2019	▲ 36.5%−184.3 pts vs S&P
BMYBristol Myers Squibb	2$2,002–$30,000	2$2,002–$30,000	Apr 3, 2020	Oct 22, 2020	▲ 43.2%−189.0 pts vs S&P
CHKPCheck Point Software Technologies LTD	2$2,002–$30,000	2$2,002–$30,000	Oct 11, 2016	Oct 1, 2018	▲ 85.5%−228.2 pts vs S&P
CNCCentene Corporation	2$2,002–$30,000	2$2,002–$30,000	Jul 3, 2017	Nov 5, 2019	▲ 67.8%−191.2 pts vs S&P
COSTCostco	2$2,002–$30,000	2$2,002–$30,000	Oct 22, 2020	Nov 5, 2020	▲ 197.5%+60.2 pts vs S&P
ELANElanco Animal Health Inc	2$2,002–$30,000	2$2,002–$30,000	Oct 22, 2020	Nov 5, 2020	▼ 21.5%−158.7 pts vs S&P
EMREmerson Electric	2$2,002–$30,000	2$2,002–$30,000	Jan 3, 2018	Apr 3, 2020	▲ 185.8%−32.6 pts vs S&P
EWEdwards Lifesciences	2$2,002–$30,000	2$2,002–$30,000	Nov 5, 2020	Sep 16, 2021	▲ 23.3%−110.2 pts vs S&P
FISFidelity National Information Services	2$2,002–$30,000	2$2,002–$30,000	Oct 22, 2020	Nov 5, 2020	▼ 68.1%−205.3 pts vs S&P
GEGE Aerospace	2$2,002–$30,000	2$2,002–$30,000	Oct 11, 2016	Jan 5, 2017	▲ 156.5%−157.2 pts vs S&P
HASHasbro	2$2,002–$30,000	2$2,002–$30,000	Jan 3, 2018	Mar 2, 2020	▲ 75.8%−142.6 pts vs S&P
HSBCHsbc Holdings PLC	2$2,002–$30,000	2$2,002–$30,000	Oct 1, 2018	Oct 22, 2020	—
IVZInvesco	2$2,002–$30,000	2$2,002–$30,000	Jul 3, 2017	Nov 5, 2019	▲ 20.8%−238.2 pts vs S&P
LGNDLigand Pharmaceuticals Inc	2$2,002–$30,000	2$2,002–$30,000	Apr 3, 2020	Oct 22, 2020	▲ 584.8%+352.7 pts vs S&P
LHXL3Harris	2$2,002–$30,000	2$2,002–$30,000	Apr 3, 2020	Nov 5, 2020	▲ 76.0%−156.2 pts vs S&P
MDTMedtronic	2$2,002–$30,000	2$2,002–$30,000	Jan 29, 2019	Nov 5, 2020	▲ 42.3%−178.5 pts vs S&P
METMetLife	2$2,002–$30,000	2$2,002–$30,000	Oct 11, 2016	Apr 4, 2017	▲ 233.5%−80.2 pts vs S&P
MRKMerck & Co.	2$2,002–$30,000	2$16,002–$65,000	Nov 18, 2015	Sep 16, 2021	▲ 117.0%+32.7 pts vs S&P
RBARB Global Inc.	2$2,002–$30,000	2$2,002–$30,000	Apr 4, 2017	Mar 2, 2020	▲ 241.8%−29.3 pts vs S&P
STTState Street Corporation	2$2,002–$30,000	2$2,002–$30,000	Nov 5, 2020	Sep 16, 2021	▲ 224.2%+90.8 pts vs S&P
UNHUnitedHealth Group	2$2,002–$30,000	2$2,002–$30,000	Oct 11, 2016	Oct 22, 2020	▲ 252.1%−61.6 pts vs S&P
WMWaste Management	2$2,002–$30,000	2$2,002–$30,000	Oct 11, 2016	Jan 3, 2018	▲ 349.3%+35.6 pts vs S&P
XYLXylem Inc.	2$2,002–$30,000	2$2,002–$30,000	Nov 5, 2020	Jun 4, 2021	▲ 13.2%−120.2 pts vs S&P
BBYBest Buy	2$2,002–$30,000	1$1,001–$15,000	Jun 4, 2021	Sep 16, 2021	▲ 3.4%−88.6 pts vs S&P
CBChubb Limited	1$1,001–$15,000	2$2,002–$30,000	Oct 11, 2016	Jul 6, 2018	▲ 252.0%−61.7 pts vs S&P
CLNEClean Energy Fuels Corp.	2$2,002–$30,000	1$1,001–$15,000	Feb 8, 2021	Sep 16, 2021	▼ 91.2%−199.7 pts vs S&P
CSCOCisco	2$2,002–$30,000	1$1,001–$15,000	Jul 27, 2021	Sep 16, 2021	▲ 115.0%+30.8 pts vs S&P
MAMastercard	2$2,002–$30,000	1$1,001–$15,000	Nov 5, 2020	Sep 16, 2021	▲ 111.7%−21.8 pts vs S&P
NKENike, Inc.	2$2,002–$30,000	1$1,001–$15,000	Oct 11, 2016	Jul 3, 2017	▼ 14.6%−328.3 pts vs S&P
PEPPepsiCo	2$2,002–$30,000	1$1,001–$15,000	Nov 5, 2020	Sep 16, 2021	▲ 20.6%−112.9 pts vs S&P

The 60 most traded of 99 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 377 trades; every trade is in the reports below. Click a column heading to sort.

Katherine M. Clark: trades in companies we cover
					Report
PGProcter & Gamble	Sale (full)$15,001 - $50,000	Oct 3, 2025	Sep 17, 2025	▲ 4.5%−11.4 pts vs S&P	Filing for PG on Sep 17, 2025
PGProcter & Gamble	Sale (full)$15,001 - $50,000	Oct 3, 2025	Sep 17, 2025	▲ 4.5%−11.4 pts vs S&P	Filing for PG on Sep 17, 2025
KOThe Coca-Cola Company	Sale (full)$15,001 - $50,000	Nov 6, 2023	Oct 9, 2023	▲ 95.6%+14.8 pts vs S&P	Filing for KO on Oct 9, 2023
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 96.2%+15.3 pts vs S&P	Filing for GOOGL on Sep 16, 2021
BBYBest Buy	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 8.1%−72.7 pts vs S&P	Filing for BBY on Sep 16, 2021
CSCOCisco	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 107.3%+26.4 pts vs S&P	Filing for CSCO on Sep 16, 2021
CLNEClean Energy Fuels Corp.	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▼ 80.8%−161.6 pts vs S&P	Filing for CLNE on Sep 16, 2021
CCEPCoca-cola Europacific Partners plc	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	—	Filing for CCEP on Sep 16, 2021
EWEdwards Lifesciences	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▼ 20.8%−101.7 pts vs S&P	Filing for EW on Sep 16, 2021
FSLRFirst Solar, Inc.	Sale (full)$15,001 - $50,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 81.4%+0.5 pts vs S&P	Filing for FSLR on Sep 16, 2021
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 12.0%−68.9 pts vs S&P	Filing for HD on Sep 16, 2021
HONHoneywell Technologies	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 14.2%−66.7 pts vs S&P	Filing for HON on Sep 16, 2021
INTCIntel	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 19.8%−61.1 pts vs S&P	Filing for INTC on Sep 16, 2021
PHGKoninklijke Philips NV	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	—	Filing for PHG on Sep 16, 2021
MAMastercard	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 92.8%+11.9 pts vs S&P	Filing for MA on Sep 16, 2021
MRKMerck & Co.	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 132.6%+51.7 pts vs S&P	Filing for MRK on Sep 16, 2021
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 78.3%−2.6 pts vs S&P	Filing for MSFT on Sep 16, 2021
NVONovo Nordisk A S	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	—	Filing for NVO on Sep 16, 2021
ORCLOracle Corporation	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 54.3%−26.6 pts vs S&P	Filing for ORCL on Sep 16, 2021
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 3.9%−77.0 pts vs S&P	Filing for PEP on Sep 16, 2021
SPGIS&P Global	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 13.0%−67.9 pts vs S&P	Filing for SPGI on Sep 16, 2021
SAPSAP SE	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	—	Filing for SAP on Sep 16, 2021
SPGSimon Property Group	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 117.9%+37.0 pts vs S&P	Filing for SPG on Sep 16, 2021
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 2.4%−78.5 pts vs S&P	Filing for SBUX on Sep 16, 2021
STTState Street Corporation	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 129.5%+48.6 pts vs S&P	Filing for STT on Sep 16, 2021
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	—	Filing for TSM on Sep 16, 2021
UBSUBS Group AG	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	—	Filing for UBS on Sep 16, 2021
VVisa Inc.	Sale (full)$1,001 - $15,000 · Spouse	Oct 14, 2021	Sep 16, 2021	▲ 94.8%+14.0 pts vs S&P	Filing for V on Sep 16, 2021
CSCOCisco	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 115.0%+30.8 pts vs S&P	Filing for CSCO on Jul 27, 2021
CSCOCisco	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 115.0%+30.8 pts vs S&P	Filing for CSCO on Jul 27, 2021
EWEdwards Lifesciences	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▼ 13.0%−97.3 pts vs S&P	Filing for EW on Jul 27, 2021
HDThe Home Depot	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 15.7%−68.6 pts vs S&P	Filing for HD on Jul 27, 2021
HDThe Home Depot	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 15.7%−68.6 pts vs S&P	Filing for HD on Jul 27, 2021
HONHoneywell Technologies	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 9.3%−74.9 pts vs S&P	Filing for HON on Jul 27, 2021
HONHoneywell Technologies	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 9.3%−74.9 pts vs S&P	Filing for HON on Jul 27, 2021
IRMIron Mountain	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 223.0%+138.8 pts vs S&P	Filing for IRM on Jul 27, 2021
IRMIron Mountain	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 223.0%+138.8 pts vs S&P	Filing for IRM on Jul 27, 2021
MRKMerck & Co.	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 117.0%+32.7 pts vs S&P	Filing for MRK on Jul 27, 2021
MRKMerck & Co.	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 117.0%+32.7 pts vs S&P	Filing for MRK on Jul 27, 2021
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 90.2%+6.0 pts vs S&P	Filing for MSFT on Jul 27, 2021
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 90.2%+6.0 pts vs S&P	Filing for MSFT on Jul 27, 2021
SBUXStarbucks	Sale (partial)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▼ 6.5%−90.7 pts vs S&P	Filing for SBUX on Jul 27, 2021
UBSUBS Group AG	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	—	Filing for UBS on Jul 27, 2021
UBSUBS Group AG	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	—	Filing for UBS on Jul 27, 2021
VVisa Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 74.4%−9.8 pts vs S&P	Filing for V on Jul 27, 2021
VVisa Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jul 27, 2021	▲ 74.4%−9.8 pts vs S&P	Filing for V on Jul 27, 2021
PGProcter & Gamble	Purchase$1,001 - $15,000	Jul 8, 2021	Jun 30, 2021	▲ 38.1%−50.9 pts vs S&P	Filing for PG on Jun 30, 2021
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 135.4%+43.4 pts vs S&P	Filing for GOOGL on Jun 4, 2021
BBYBest Buy	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 3.4%−88.6 pts vs S&P	Filing for BBY on Jun 4, 2021
BBYBest Buy	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 3.4%−88.6 pts vs S&P	Filing for BBY on Jun 4, 2021
BLKBlackRock	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 48.4%−43.6 pts vs S&P	Filing for BLK on Jun 4, 2021
BLKBlackRock	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 48.4%−43.6 pts vs S&P	Filing for BLK on Jun 4, 2021
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 147.1%+55.0 pts vs S&P	Filing for FSLR on Jun 4, 2021
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 147.1%+55.0 pts vs S&P	Filing for FSLR on Jun 4, 2021
GSKGSK plc	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	—	Filing for GSK on Jun 4, 2021
GSKGSK plc	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	—	Filing for GSK on Jun 4, 2021
IRMIron Mountain	Sale (partial)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 214.9%+122.9 pts vs S&P	Filing for IRM on Jun 4, 2021
IRMIron Mountain	Sale (partial)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 214.9%+122.9 pts vs S&P	Filing for IRM on Jun 4, 2021
SPGSimon Property Group	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 123.4%+31.4 pts vs S&P	Filing for SPG on Jun 4, 2021
SPGSimon Property Group	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▲ 123.4%+31.4 pts vs S&P	Filing for SPG on Jun 4, 2021
XYLXylem Inc.	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▼ 14.2%−106.2 pts vs S&P	Filing for XYL on Jun 4, 2021
XYLXylem Inc.	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2021	Jun 4, 2021	▼ 14.2%−106.2 pts vs S&P	Filing for XYL on Jun 4, 2021
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	▲ 170.3%+61.8 pts vs S&P	Filing for GOOGL on Feb 8, 2021
CLNEClean Energy Fuels Corp.	Purchase$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	▼ 91.2%−199.7 pts vs S&P	Filing for CLNE on Feb 8, 2021
CLNEClean Energy Fuels Corp.	Purchase$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	▼ 91.2%−199.7 pts vs S&P	Filing for CLNE on Feb 8, 2021
CCEPCoca-cola Europacific Partners plc	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	—	Filing for CCEP on Feb 8, 2021
CCEPCoca-cola Europacific Partners plc	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	—	Filing for CCEP on Feb 8, 2021
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	▲ 36.8%−71.7 pts vs S&P	Filing for HD on Feb 8, 2021
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	▲ 36.8%−71.7 pts vs S&P	Filing for HD on Feb 8, 2021
SPGSimon Property Group	Purchase$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	▲ 202.0%+93.6 pts vs S&P	Filing for SPG on Feb 8, 2021
SPGSimon Property Group	Purchase$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	▲ 202.0%+93.6 pts vs S&P	Filing for SPG on Feb 8, 2021
STTState Street Corporation	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	▲ 165.8%+57.4 pts vs S&P	Filing for STT on Feb 8, 2021
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	—	Filing for TSM on Feb 8, 2021
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$1,001 - $15,000 · Spouse	Mar 2, 2021	Feb 8, 2021	—	Filing for TSM on Feb 8, 2021
ABTAbbott Laboratories	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 10, 2020	▲ 10.5%−120.4 pts vs S&P	Filing for ABT on Nov 10, 2020
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 10, 2020	▲ 224.3%+93.3 pts vs S&P	Filing for GOOGL on Nov 10, 2020
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 10, 2020	▲ 194.0%+63.1 pts vs S&P	Filing for AAPL on Nov 10, 2020
ABTAbbott Laboratories	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 7.9%−125.6 pts vs S&P	Filing for ABT on Nov 5, 2020
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 186.9%+53.5 pts vs S&P	Filing for AAPL on Nov 5, 2020
BLKBlackRock	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 100.1%−33.3 pts vs S&P	Filing for BLK on Nov 5, 2020
BLKBlackRock	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 100.1%−33.3 pts vs S&P	Filing for BLK on Nov 5, 2020
CCEPCoca-cola Europacific Partners plc	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for CCEP on Nov 5, 2020
CCEPCoca-cola Europacific Partners plc	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for CCEP on Nov 5, 2020
COSTCostco	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 189.6%+56.2 pts vs S&P	Filing for COST on Nov 5, 2020
COSTCostco	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 189.6%+56.2 pts vs S&P	Filing for COST on Nov 5, 2020
EWEdwards Lifesciences	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 23.3%−110.2 pts vs S&P	Filing for EW on Nov 5, 2020
EWEdwards Lifesciences	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 23.3%−110.2 pts vs S&P	Filing for EW on Nov 5, 2020
ELANElanco Animal Health Inc	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▼ 24.9%−158.3 pts vs S&P	Filing for ELAN on Nov 5, 2020
ELANElanco Animal Health Inc	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▼ 24.9%−158.3 pts vs S&P	Filing for ELAN on Nov 5, 2020
FISFidelity National Information Services	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▼ 65.7%−199.1 pts vs S&P	Filing for FIS on Nov 5, 2020
FISFidelity National Information Services	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▼ 65.7%−199.1 pts vs S&P	Filing for FIS on Nov 5, 2020
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 115.6%−17.8 pts vs S&P	Filing for FSLR on Nov 5, 2020
FSLRFirst Solar, Inc.	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 115.6%−17.8 pts vs S&P	Filing for FSLR on Nov 5, 2020
GSKGSK plc	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for GSK on Nov 5, 2020
GSKGSK plc	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for GSK on Nov 5, 2020
INTCIntel	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 46.5%−87.0 pts vs S&P	Filing for INTC on Nov 5, 2020
INTCIntel	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 46.5%−87.0 pts vs S&P	Filing for INTC on Nov 5, 2020
INVHInvitation Homes	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 11.3%−122.1 pts vs S&P	Filing for INVH on Nov 5, 2020
INVHInvitation Homes	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 11.3%−122.1 pts vs S&P	Filing for INVH on Nov 5, 2020
IRMIron Mountain	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 443.4%+309.9 pts vs S&P	Filing for IRM on Nov 5, 2020
IRMIron Mountain	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 443.4%+309.9 pts vs S&P	Filing for IRM on Nov 5, 2020
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 274.6%+141.2 pts vs S&P	Filing for JPM on Nov 5, 2020
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 274.6%+141.2 pts vs S&P	Filing for JPM on Nov 5, 2020
PHGKoninklijke Philips NV	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for PHG on Nov 5, 2020
PHGKoninklijke Philips NV	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for PHG on Nov 5, 2020
LHXL3Harris	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 72.0%−61.4 pts vs S&P	Filing for LHX on Nov 5, 2020
LHXL3Harris	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 72.0%−61.4 pts vs S&P	Filing for LHX on Nov 5, 2020
MAMastercard	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 111.7%−21.8 pts vs S&P	Filing for MA on Nov 5, 2020
MAMastercard	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 111.7%−21.8 pts vs S&P	Filing for MA on Nov 5, 2020
MDTMedtronic	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 13.8%−119.7 pts vs S&P	Filing for MDT on Nov 5, 2020
MDTMedtronic	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 13.8%−119.7 pts vs S&P	Filing for MDT on Nov 5, 2020
NVONovo Nordisk A S	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for NVO on Nov 5, 2020
NVONovo Nordisk A S	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for NVO on Nov 5, 2020
ORCLOracle Corporation	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 140.4%+7.0 pts vs S&P	Filing for ORCL on Nov 5, 2020
ORCLOracle Corporation	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 140.4%+7.0 pts vs S&P	Filing for ORCL on Nov 5, 2020
PEPPepsiCo	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 20.6%−112.9 pts vs S&P	Filing for PEP on Nov 5, 2020
PEPPepsiCo	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 20.6%−112.9 pts vs S&P	Filing for PEP on Nov 5, 2020
SPGIS&P Global	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 45.3%−88.1 pts vs S&P	Filing for SPGI on Nov 5, 2020
SPGIS&P Global	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 45.3%−88.1 pts vs S&P	Filing for SPGI on Nov 5, 2020
SAPSAP SE	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for SAP on Nov 5, 2020
SAPSAP SE	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for SAP on Nov 5, 2020
SBUXStarbucks	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 31.8%−101.7 pts vs S&P	Filing for SBUX on Nov 5, 2020
SBUXStarbucks	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 31.8%−101.7 pts vs S&P	Filing for SBUX on Nov 5, 2020
STTState Street Corporation	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 224.2%+90.8 pts vs S&P	Filing for STT on Nov 5, 2020
STTState Street Corporation	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 224.2%+90.8 pts vs S&P	Filing for STT on Nov 5, 2020
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for TSM on Nov 5, 2020
UBSUBS Group AG	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for UBS on Nov 5, 2020
UBSUBS Group AG	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	—	Filing for UBS on Nov 5, 2020
UNPUnion Pacific Corporation	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 81.3%−52.2 pts vs S&P	Filing for UNP on Nov 5, 2020
UNPUnion Pacific Corporation	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 81.3%−52.2 pts vs S&P	Filing for UNP on Nov 5, 2020
VVisa Inc.	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 122.5%−11.0 pts vs S&P	Filing for V on Nov 5, 2020
VVisa Inc.	Sale (full)$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 122.5%−11.0 pts vs S&P	Filing for V on Nov 5, 2020
XYLXylem Inc.	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 13.2%−120.2 pts vs S&P	Filing for XYL on Nov 5, 2020
XYLXylem Inc.	Purchase$1,001 - $15,000 · Spouse	Dec 28, 2020	Nov 5, 2020	▲ 13.2%−120.2 pts vs S&P	Filing for XYL on Nov 5, 2020
ABTAbbott Laboratories	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 11.9%−125.4 pts vs S&P	Filing for ABT on Oct 22, 2020
ABTAbbott Laboratories	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 11.9%−125.4 pts vs S&P	Filing for ABT on Oct 22, 2020
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 250.7%+113.5 pts vs S&P	Filing for GOOGL on Oct 22, 2020
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 250.7%+113.5 pts vs S&P	Filing for GOOGL on Oct 22, 2020
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 195.1%+57.8 pts vs S&P	Filing for AAPL on Oct 22, 2020
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 195.1%+57.8 pts vs S&P	Filing for AAPL on Oct 22, 2020
BMYBristol Myers Squibb	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 28.9%−108.3 pts vs S&P	Filing for BMY on Oct 22, 2020
BMYBristol Myers Squibb	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 28.9%−108.3 pts vs S&P	Filing for BMY on Oct 22, 2020
CCEPCoca-cola Europacific Partners plc	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	—	Filing for CCEP on Oct 22, 2020
CCEPCoca-cola Europacific Partners plc	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	—	Filing for CCEP on Oct 22, 2020
COSTCostco	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 197.5%+60.2 pts vs S&P	Filing for COST on Oct 22, 2020
COSTCostco	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 197.5%+60.2 pts vs S&P	Filing for COST on Oct 22, 2020
ELANElanco Animal Health Inc	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▼ 21.5%−158.7 pts vs S&P	Filing for ELAN on Oct 22, 2020
ELANElanco Animal Health Inc	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▼ 21.5%−158.7 pts vs S&P	Filing for ELAN on Oct 22, 2020
FISFidelity National Information Services	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▼ 68.1%−205.3 pts vs S&P	Filing for FIS on Oct 22, 2020
FISFidelity National Information Services	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▼ 68.1%−205.3 pts vs S&P	Filing for FIS on Oct 22, 2020
GSKGSK plc	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	—	Filing for GSK on Oct 22, 2020
GSKGSK plc	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	—	Filing for GSK on Oct 22, 2020
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 36.9%−100.3 pts vs S&P	Filing for HD on Oct 22, 2020
HDThe Home Depot	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 36.9%−100.3 pts vs S&P	Filing for HD on Oct 22, 2020
HSBCHsbc Holdings PLC	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	—	Filing for HSBC on Oct 22, 2020
HSBCHsbc Holdings PLC	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	—	Filing for HSBC on Oct 22, 2020
INTCIntel	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 25.0%−112.2 pts vs S&P	Filing for INTC on Oct 22, 2020
INTCIntel	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 25.0%−112.2 pts vs S&P	Filing for INTC on Oct 22, 2020
INVHInvitation Homes	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 12.0%−125.2 pts vs S&P	Filing for INVH on Oct 22, 2020
INVHInvitation Homes	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 12.0%−125.2 pts vs S&P	Filing for INVH on Oct 22, 2020
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 279.9%+142.7 pts vs S&P	Filing for JPM on Oct 22, 2020
KMBKimberly-Clark	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▼ 3.2%−140.5 pts vs S&P	Filing for KMB on Oct 22, 2020
KMBKimberly-Clark	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▼ 3.2%−140.5 pts vs S&P	Filing for KMB on Oct 22, 2020
LGNDLigand Pharmaceuticals Inc	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 491.8%+354.6 pts vs S&P	Filing for LGND on Oct 22, 2020
LGNDLigand Pharmaceuticals Inc	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 491.8%+354.6 pts vs S&P	Filing for LGND on Oct 22, 2020
MOSThe Mosaic Company	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 12.8%−124.5 pts vs S&P	Filing for MOS on Oct 22, 2020
MOSThe Mosaic Company	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 12.8%−124.5 pts vs S&P	Filing for MOS on Oct 22, 2020
ORCLOracle Corporation	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 128.2%−9.0 pts vs S&P	Filing for ORCL on Oct 22, 2020
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	—	Filing for TSM on Oct 22, 2020
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	—	Filing for TSM on Oct 22, 2020
UBSUBS Group AG	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	—	Filing for UBS on Oct 22, 2020
UBSUBS Group AG	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	—	Filing for UBS on Oct 22, 2020
UNPUnion Pacific Corporation	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 86.0%−51.2 pts vs S&P	Filing for UNP on Oct 22, 2020
UNPUnion Pacific Corporation	Purchase$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 86.0%−51.2 pts vs S&P	Filing for UNP on Oct 22, 2020
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 36.9%−100.3 pts vs S&P	Filing for UNH on Oct 22, 2020
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Spouse	Dec 3, 2020	Oct 22, 2020	▲ 36.9%−100.3 pts vs S&P	Filing for UNH on Oct 22, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 415.7%+183.5 pts vs S&P	Filing for GOOGL on Apr 3, 2020
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 415.7%+183.5 pts vs S&P	Filing for GOOGL on Apr 3, 2020
AMCXAMC Global Media Inc.	Sale (full)$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▼ 61.2%−293.4 pts vs S&P	Filing for AMCX on Apr 3, 2020
AMCXAMC Global Media Inc.	Sale (full)$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▼ 61.2%−293.4 pts vs S&P	Filing for AMCX on Apr 3, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 468.5%+236.3 pts vs S&P	Filing for AAPL on Apr 3, 2020
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 468.5%+236.3 pts vs S&P	Filing for AAPL on Apr 3, 2020
BMYBristol Myers Squibb	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 43.2%−189.0 pts vs S&P	Filing for BMY on Apr 3, 2020
BMYBristol Myers Squibb	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 43.2%−189.0 pts vs S&P	Filing for BMY on Apr 3, 2020
EMREmerson Electric	Sale (full)$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 318.4%+86.2 pts vs S&P	Filing for EMR on Apr 3, 2020
EMREmerson Electric	Sale (full)$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 318.4%+86.2 pts vs S&P	Filing for EMR on Apr 3, 2020
LHXL3Harris	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 76.0%−156.2 pts vs S&P	Filing for LHX on Apr 3, 2020
LHXL3Harris	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 76.0%−156.2 pts vs S&P	Filing for LHX on Apr 3, 2020
LGNDLigand Pharmaceuticals Inc	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 584.8%+352.7 pts vs S&P	Filing for LGND on Apr 3, 2020
LGNDLigand Pharmaceuticals Inc	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 584.8%+352.7 pts vs S&P	Filing for LGND on Apr 3, 2020
MOSThe Mosaic Company	Purchase$1,001 - $15,000 · Spouse	May 29, 2020	Apr 3, 2020	▲ 113.7%−118.5 pts vs S&P	Filing for MOS on Apr 3, 2020
MPCMarathon Petroleum	Sale (full)$1,001 - $15,000 · Spouse	Apr 20, 2020	Mar 20, 2020	▲ 2630.3%+2370.0 pts vs S&P	Filing for MPC on Mar 20, 2020
MPCMarathon Petroleum	Sale (full)$1,001 - $15,000 · Spouse	Apr 20, 2020	Mar 20, 2020	▲ 2630.3%+2370.0 pts vs S&P	Filing for MPC on Mar 20, 2020
GSKGSK plc	Purchase$1,001 - $15,000 · Spouse	Apr 20, 2020	Mar 2, 2020	—	Filing for GSK on Mar 2, 2020
GSKGSK plc	Purchase$1,001 - $15,000 · Spouse	Apr 20, 2020	Mar 2, 2020	—	Filing for GSK on Mar 2, 2020
HASHasbro	Sale (full)$1,001 - $15,000 · Spouse	Apr 20, 2020	Mar 2, 2020	▲ 90.8%−77.6 pts vs S&P	Filing for HAS on Mar 2, 2020
MPCMarathon Petroleum	Purchase$1,001 - $15,000 · Spouse	Apr 20, 2020	Mar 2, 2020	▲ 984.0%+815.7 pts vs S&P	Filing for MPC on Mar 2, 2020
RBARB Global Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 20, 2020	Mar 2, 2020	▲ 162.3%−6.0 pts vs S&P	Filing for RBA on Mar 2, 2020
RBARB Global Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 20, 2020	Mar 2, 2020	▲ 162.3%−6.0 pts vs S&P	Filing for RBA on Mar 2, 2020
UPSUnited Parcel Service	Sale (full)$15,001 - $50,000	Feb 4, 2020	Jan 30, 2020	▲ 34.2%−118.9 pts vs S&P	Filing for UPS on Jan 30, 2020
AMCXAMC Global Media Inc.	Purchase$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▼ 80.5%−251.9 pts vs S&P	Filing for AMCX on Nov 5, 2019
AMCXAMC Global Media Inc.	Purchase$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▼ 80.5%−251.9 pts vs S&P	Filing for AMCX on Nov 5, 2019
CNCCentene Corporation	Sale (full)$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▲ 29.7%−141.7 pts vs S&P	Filing for CNC on Nov 5, 2019
CNCCentene Corporation	Sale (full)$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▲ 29.7%−141.7 pts vs S&P	Filing for CNC on Nov 5, 2019
CCEPCoca-cola Europacific Partners plc	Purchase$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	—	Filing for CCEP on Nov 5, 2019
CCEPCoca-cola Europacific Partners plc	Purchase$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	—	Filing for CCEP on Nov 5, 2019
HASHasbro	Purchase$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▲ 58.9%−112.5 pts vs S&P	Filing for HAS on Nov 5, 2019
IVZInvesco	Sale (full)$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▲ 111.5%−59.9 pts vs S&P	Filing for IVZ on Nov 5, 2019
IVZInvesco	Sale (full)$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▲ 111.5%−59.9 pts vs S&P	Filing for IVZ on Nov 5, 2019
INVHInvitation Homes	Purchase$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▲ 11.1%−160.4 pts vs S&P	Filing for INVH on Nov 5, 2019
INVHInvitation Homes	Purchase$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▲ 11.1%−160.4 pts vs S&P	Filing for INVH on Nov 5, 2019
KMBKimberly-Clark	Purchase$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▲ 5.5%−165.9 pts vs S&P	Filing for KMB on Nov 5, 2019
KMBKimberly-Clark	Purchase$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	▲ 5.5%−165.9 pts vs S&P	Filing for KMB on Nov 5, 2019
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$1,001 - $15,000 · Spouse	Dec 11, 2019	Nov 5, 2019	—	Filing for TSM on Nov 5, 2019
HONHoneywell Technologies	Sale (full)$1,001 - $15,000 · Spouse	Sep 10, 2019	Jul 9, 2019	▲ 49.6%−132.2 pts vs S&P	Filing for HON on Jul 9, 2019
HONHoneywell Technologies	Sale (full)$1,001 - $15,000 · Spouse	Sep 10, 2019	Jul 9, 2019	▲ 49.6%−132.2 pts vs S&P	Filing for HON on Jul 9, 2019
MOSThe Mosaic Company	Purchase$1,001 - $15,000 · Spouse	Sep 10, 2019	Jul 9, 2019	▼ 8.2%−189.9 pts vs S&P	Filing for MOS on Jul 9, 2019
MOSThe Mosaic Company	Purchase$1,001 - $15,000 · Spouse	Sep 10, 2019	Jul 9, 2019	▼ 8.2%−189.9 pts vs S&P	Filing for MOS on Jul 9, 2019
HASHasbro	Sale (full)$1,001 - $15,000 · Spouse	Jul 22, 2019	Jun 4, 2019	▲ 49.6%−150.3 pts vs S&P	Filing for HAS on Jun 4, 2019
MPCMarathon Petroleum	Purchase$1,001 - $15,000 · Spouse	Jul 22, 2019	Jun 4, 2019	▲ 998.8%+798.9 pts vs S&P	Filing for MPC on Jun 4, 2019
MPCMarathon Petroleum	Purchase$1,001 - $15,000 · Spouse	Jul 22, 2019	Jun 4, 2019	▲ 998.8%+798.9 pts vs S&P	Filing for MPC on Jun 4, 2019
AMTAmerican Tower	Sale (full)$1,001 - $15,000 · Spouse	Jun 26, 2019	May 12, 2019	▲ 16.9%−182.6 pts vs S&P	Filing for AMT on May 12, 2019
AMTAmerican Tower	Sale (full)$1,001 - $15,000 · Spouse	Jun 26, 2019	May 12, 2019	▲ 16.9%−182.6 pts vs S&P	Filing for AMT on May 12, 2019
TSMTaiwan Semiconductor Manufacturing Co LTD	Purchase$1,001 - $15,000 · Spouse	Jun 26, 2019	May 12, 2019	—	Filing for TSM on May 12, 2019
TSMTaiwan Semiconductor Manufacturing Co LTD	Purchase$1,001 - $15,000 · Spouse	Jun 26, 2019	May 12, 2019	—	Filing for TSM on May 12, 2019
TAT&T	Purchase$1,001 - $15,000	Apr 4, 2019	Mar 13, 2019	▲ 57.8%−142.6 pts vs S&P	Filing for T on Mar 13, 2019
AMTAmerican Tower	Purchase$1,001 - $15,000 · Spouse	Feb 28, 2019	Jan 29, 2019	▲ 36.5%−184.3 pts vs S&P	Filing for AMT on Jan 29, 2019
AMTAmerican Tower	Purchase$1,001 - $15,000 · Spouse	Feb 28, 2019	Jan 29, 2019	▲ 36.5%−184.3 pts vs S&P	Filing for AMT on Jan 29, 2019
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	Feb 28, 2019	Jan 29, 2019	▲ 42.3%−178.5 pts vs S&P	Filing for MDT on Jan 29, 2019
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	Feb 28, 2019	Jan 29, 2019	▲ 42.3%−178.5 pts vs S&P	Filing for MDT on Jan 29, 2019
SCCOSouthern Copper Corp/	Sale (full)$1,001 - $15,000 · Spouse	Feb 28, 2019	Jan 29, 2019	—	Filing for SCCO on Jan 29, 2019
SCCOSouthern Copper Corp/	Sale (full)$1,001 - $15,000 · Spouse	Feb 28, 2019	Jan 29, 2019	—	Filing for SCCO on Jan 29, 2019
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Spouse	Feb 28, 2019	Jan 29, 2019	▲ 84.4%−136.4 pts vs S&P	Filing for SBUX on Jan 29, 2019
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Spouse	Feb 28, 2019	Jan 29, 2019	▲ 84.4%−136.4 pts vs S&P	Filing for SBUX on Jan 29, 2019
FSKFS KKR Capital Corp	Sale (full)$15,001 - $50,000	Jul 31, 2019	Jan 25, 2019	▲ 35.1%−182.8 pts vs S&P	Filing for FSK on Jan 25, 2019
HDThe Home Depot	Sale (full)$15,001 - $50,000	Feb 12, 2019	Jan 25, 2019	▲ 123.2%−94.8 pts vs S&P	Filing for HD on Jan 25, 2019
INTCIntel	Sale (full)$15,001 - $50,000	Feb 12, 2019	Jan 25, 2019	▲ 49.4%−168.6 pts vs S&P	Filing for INTC on Jan 25, 2019
NSCNorfolk Southern	Sale (full)$15,001 - $50,000	Feb 12, 2019	Jan 25, 2019	▲ 142.3%−75.6 pts vs S&P	Filing for NSC on Jan 25, 2019
PNCPNC Financial Services	Sale (full)$15,001 - $50,000	Feb 12, 2019	Jan 25, 2019	▲ 142.2%−75.8 pts vs S&P	Filing for PNC on Jan 25, 2019
KHCKraft Heinz	Sale (full)$15,001 - $50,000	Feb 12, 2019	Jan 25, 2019	▼ 22.7%−240.7 pts vs S&P	Filing for KHC on Jan 25, 2019
AMCXAMC Global Media Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▼ 87.9%−279.3 pts vs S&P	Filing for AMCX on Oct 1, 2018
AMCXAMC Global Media Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▼ 87.9%−279.3 pts vs S&P	Filing for AMCX on Oct 1, 2018
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▲ 516.5%+325.2 pts vs S&P	Filing for AAPL on Oct 1, 2018
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▲ 516.5%+325.2 pts vs S&P	Filing for AAPL on Oct 1, 2018
CHKPCheck Point Software Technologies LTD	Sale (full)$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▲ 20.7%−170.6 pts vs S&P	Filing for CHKP on Oct 1, 2018
CHKPCheck Point Software Technologies LTD	Sale (full)$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▲ 20.7%−170.6 pts vs S&P	Filing for CHKP on Oct 1, 2018
CLXClorox	Sale (full)$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▼ 19.5%−210.8 pts vs S&P	Filing for CLX on Oct 1, 2018
CLXClorox	Sale (full)$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▼ 19.5%−210.8 pts vs S&P	Filing for CLX on Oct 1, 2018
HSBCHsbc Holdings PLC	Purchase$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	—	Filing for HSBC on Oct 1, 2018
HSBCHsbc Holdings PLC	Purchase$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	—	Filing for HSBC on Oct 1, 2018
INTCIntel	Purchase$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▲ 52.2%−139.1 pts vs S&P	Filing for INTC on Oct 1, 2018
INTCIntel	Purchase$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▲ 52.2%−139.1 pts vs S&P	Filing for INTC on Oct 1, 2018
SBUXStarbucks	Purchase$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▲ 123.6%−67.8 pts vs S&P	Filing for SBUX on Oct 1, 2018
SBUXStarbucks	Purchase$1,001 - $15,000 · Spouse	Nov 19, 2018	Oct 1, 2018	▲ 123.6%−67.8 pts vs S&P	Filing for SBUX on Oct 1, 2018
CBChubb Limited	Sale (full)$1,001 - $15,000 · Spouse	Oct 4, 2018	Jul 6, 2018	▲ 225.2%+15.2 pts vs S&P	Filing for CB on Jul 6, 2018
CBChubb Limited	Sale (full)$1,001 - $15,000 · Spouse	Oct 4, 2018	Jul 6, 2018	▲ 225.2%+15.2 pts vs S&P	Filing for CB on Jul 6, 2018
CLXClorox	Sale (full)$1,001 - $15,000 · Spouse	Feb 14, 2018	Jan 3, 2018	▼ 13.7%−232.1 pts vs S&P	Filing for CLX on Jan 3, 2018
EMREmerson Electric	Purchase$1,001 - $15,000 · Spouse	Feb 14, 2018	Jan 3, 2018	▲ 185.8%−32.6 pts vs S&P	Filing for EMR on Jan 3, 2018
EMREmerson Electric	Purchase$1,001 - $15,000 · Spouse	Feb 14, 2018	Jan 3, 2018	▲ 185.8%−32.6 pts vs S&P	Filing for EMR on Jan 3, 2018
GSKGSK plc	Sale (full)$1,001 - $15,000 · Spouse	Feb 14, 2018	Jan 3, 2018	—	Filing for GSK on Jan 3, 2018
GSKGSK plc	Sale (full)$1,001 - $15,000 · Spouse	Feb 14, 2018	Jan 3, 2018	—	Filing for GSK on Jan 3, 2018
HASHasbro	Purchase$1,001 - $15,000 · Spouse	Feb 14, 2018	Jan 3, 2018	▲ 75.8%−142.6 pts vs S&P	Filing for HAS on Jan 3, 2018
SCCOSouthern Copper Corp/	Sale (full)$1,001 - $15,000 · Spouse	Feb 14, 2018	Jan 3, 2018	—	Filing for SCCO on Jan 3, 2018
WMWaste Management	Sale (full)$1,001 - $15,000 · Spouse	Feb 14, 2018	Jan 3, 2018	▲ 212.2%−6.2 pts vs S&P	Filing for WM on Jan 3, 2018
WMWaste Management	Sale (full)$1,001 - $15,000 · Spouse	Feb 14, 2018	Jan 3, 2018	▲ 212.2%−6.2 pts vs S&P	Filing for WM on Jan 3, 2018
AMGNAmgen	Sale (full)$1,001 - $15,000 · Spouse	Nov 18, 2017	Oct 5, 2017	▲ 223.7%−16.2 pts vs S&P	Filing for AMGN on Oct 5, 2017
AMGNAmgen	Sale (full)$1,001 - $15,000 · Spouse	Nov 18, 2017	Oct 5, 2017	▲ 223.7%−16.2 pts vs S&P	Filing for AMGN on Oct 5, 2017
SCCOSouthern Copper Corp/	Purchase$1,001 - $15,000 · Spouse	Nov 18, 2017	Oct 5, 2017	—	Filing for SCCO on Oct 5, 2017
SCCOSouthern Copper Corp/	Purchase$1,001 - $15,000 · Spouse	Nov 18, 2017	Oct 5, 2017	—	Filing for SCCO on Oct 5, 2017
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Spouse	May 8, 2018	Jul 3, 2017	▲ 119.2%−139.9 pts vs S&P	Filing for SBUX on Jul 3, 2017
CNCCentene Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2017	Jul 3, 2017	▲ 67.8%−191.2 pts vs S&P	Filing for CNC on Jul 3, 2017
CNCCentene Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2017	Jul 3, 2017	▲ 67.8%−191.2 pts vs S&P	Filing for CNC on Jul 3, 2017
IVZInvesco	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2017	Jul 3, 2017	▲ 20.8%−238.2 pts vs S&P	Filing for IVZ on Jul 3, 2017
IVZInvesco	Purchase$1,001 - $15,000 · Spouse	Aug 15, 2017	Jul 3, 2017	▲ 20.8%−238.2 pts vs S&P	Filing for IVZ on Jul 3, 2017
NKENike, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2017	Jul 3, 2017	▼ 25.3%−284.4 pts vs S&P	Filing for NKE on Jul 3, 2017
SLBSchlumberger	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2017	Jul 3, 2017	▲ 1.5%−257.6 pts vs S&P	Filing for SLB on Jul 3, 2017
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Spouse	Aug 15, 2017	Jul 3, 2017	▲ 119.2%−139.9 pts vs S&P	Filing for SBUX on Jul 3, 2017
FFord Motor Company	Purchase$1,001 - $15,000	May 9, 2017	Apr 25, 2017	▲ 72.8%−193.6 pts vs S&P	Filing for F on Apr 25, 2017
BLKBlackRock	Sale (full)$1,001 - $15,000 · Spouse	May 25, 2017	Apr 4, 2017	▲ 285.0%+13.9 pts vs S&P	Filing for BLK on Apr 4, 2017
CLXClorox	Purchase$1,001 - $15,000 · Spouse	May 25, 2017	Apr 4, 2017	▼ 6.4%−277.5 pts vs S&P	Filing for CLX on Apr 4, 2017
CLXClorox	Purchase$1,001 - $15,000 · Spouse	May 25, 2017	Apr 4, 2017	▼ 6.4%−277.5 pts vs S&P	Filing for CLX on Apr 4, 2017
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	May 25, 2017	Apr 4, 2017	▲ 196.8%−74.4 pts vs S&P	Filing for MET on Apr 4, 2017
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	May 25, 2017	Apr 4, 2017	▲ 196.8%−74.4 pts vs S&P	Filing for MET on Apr 4, 2017
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000 · Spouse	May 25, 2017	Apr 4, 2017	▲ 783.3%+512.1 pts vs S&P	Filing for MSFT on Apr 4, 2017
MSFTMicrosoft Corporation	Sale (full)$1,001 - $15,000 · Spouse	May 25, 2017	Apr 4, 2017	▲ 783.3%+512.1 pts vs S&P	Filing for MSFT on Apr 4, 2017
RBARB Global Inc.	Purchase$1,001 - $15,000 · Spouse	May 25, 2017	Apr 4, 2017	▲ 241.8%−29.3 pts vs S&P	Filing for RBA on Apr 4, 2017
RBARB Global Inc.	Purchase$1,001 - $15,000 · Spouse	May 25, 2017	Apr 4, 2017	▲ 241.8%−29.3 pts vs S&P	Filing for RBA on Apr 4, 2017
WFCWells Fargo	Sale (full)$15,001 - $50,000	Mar 3, 2017	Feb 13, 2017	▲ 94.0%−183.1 pts vs S&P	Filing for WFC on Feb 13, 2017
DDominion Energy	Sale (full)$1,001 - $15,000 · Spouse	May 8, 2018	Jan 5, 2017	▲ 33.6%−254.1 pts vs S&P	Filing for D on Jan 5, 2017
GEGE Aerospace	Sale (full)$1,001 - $15,000 · Spouse	May 8, 2018	Jan 5, 2017	▲ 133.6%−154.2 pts vs S&P	Filing for GE on Jan 5, 2017
GEGE Aerospace	Sale (full)$1,001 - $15,000 · Spouse	May 25, 2017	Jan 5, 2017	▲ 133.6%−154.2 pts vs S&P	Filing for GE on Jan 5, 2017
HONHoneywell Technologies	Purchase$1,001 - $15,000 · Spouse	May 25, 2017	Jan 5, 2017	▲ 146.8%−140.9 pts vs S&P	Filing for HON on Jan 5, 2017
HONHoneywell Technologies	Purchase$1,001 - $15,000 · Spouse	May 25, 2017	Jan 5, 2017	▲ 146.8%−140.9 pts vs S&P	Filing for HON on Jan 5, 2017
NVONovo Nordisk A S	Sale (full)$1,001 - $15,000 · Spouse	May 25, 2017	Jan 5, 2017	—	Filing for NVO on Jan 5, 2017
NVONovo Nordisk A S	Sale (full)$1,001 - $15,000 · Spouse	May 25, 2017	Jan 5, 2017	—	Filing for NVO on Jan 5, 2017
SLBSchlumberger	Purchase$1,001 - $15,000 · Spouse	May 25, 2017	Jan 5, 2017	▼ 19.3%−307.0 pts vs S&P	Filing for SLB on Jan 5, 2017
SLBSchlumberger	Purchase$1,001 - $15,000 · Spouse	May 25, 2017	Jan 5, 2017	▼ 19.3%−307.0 pts vs S&P	Filing for SLB on Jan 5, 2017
ABBVAbbVie	Sale (full)$15,001 - $50,000	Jan 9, 2017	Dec 16, 2016	▲ 589.4%+299.3 pts vs S&P	Filing for ABBV on Dec 16, 2016
AMGNAmgen	Purchase$1,001 - $15,000 · Spouse	May 25, 2017	Oct 11, 2016	▲ 278.4%−35.3 pts vs S&P	Filing for AMGN on Oct 11, 2016
AMGNAmgen	Purchase$1,001 - $15,000 · Spouse	May 25, 2017	Oct 11, 2016	▲ 278.4%−35.3 pts vs S&P	Filing for AMGN on Oct 11, 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	+0.7%	+0.5%	55%	137	+0.3% (137)
Purchases	90 days	−0.8%	+0.4%	50%	137	+0.5% (137)
Sales	30 days	−0.5%	−0.3%	48%	151	−0.2% (151)
Sales	90 days	+1.1%	−0.3%	49%	151	+0.7% (151)

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 Jul 14, 2026 0 stock or option trades
Report filed Nov 6, 2025 0 stock or option trades
Report filed Oct 3, 2025 2 stock or option trades · PG
Report filed Apr 4, 2024 2 stock or option trades
Report filed Mar 5, 2024 0 stock or option trades
Report filed Feb 12, 2024 0 stock or option trades
Report filed Nov 6, 2023 1 stock or option trade · KO
Report filed Jun 8, 2023 2 stock or option trades
Report filed Mar 6, 2023 0 stock or option trades
Report filed Oct 5, 2022 0 stock or option trades
Report filed Aug 16, 2022 0 stock or option trades
Report filed May 2, 2022 0 stock or option trades
Report filed Apr 12, 2022 0 stock or option trades
Report filed Oct 14, 2021 27 stock or option trades · GOOGL, BBY, CSCO, CLNE, CCEP, EW, FSLR, HD, HON, INTC, PHG, MA
Report filed Aug 15, 2021 41 stock or option trades · GOOGL, BBY, BLK, CSCO, EW, FSLR, GSK, HD, HON, IRM, MRK, MSFT
Report filed Aug 4, 2021 0 stock or option trades
Report filed Jul 8, 2021 1 stock or option trade · PG
Report filed Mar 2, 2021 12 stock or option trades · GOOGL, CLNE, CCEP, HD, SPG, STT, TSM
Report filed Dec 28, 2020 76 stock or option trades · ABT, GOOGL, AAPL, BLK, CCEP, COST, EW, ELAN, FIS, FSLR, GSK, INTC
Report filed Dec 9, 2020 0 stock or option trades
Report filed Dec 3, 2020 51 stock or option trades · ABT, GOOGL, AAPL, BMY, CCEP, COST, ELAN, FIS, GSK, HD, HSBC, INTC
Report filed Nov 3, 2020 0 stock or option trades
Report filed Sep 30, 2020 0 stock or option trades
Report filed Aug 12, 2020 0 stock or option trades
Report filed May 29, 2020 17 stock or option trades · GOOGL, AMCX, AAPL, BMY, EMR, LHX, LGND, MOS
Report filed Apr 20, 2020 10 stock or option trades · GSK, HAS, MPC, RBA
Report filed Feb 4, 2020 1 stock or option trade · UPS
Report filed Dec 11, 2019 16 stock or option trades · AMCX, CNC, CCEP, HAS, IVZ, INVH, KMB, TSM
Report filed Oct 1, 2019 0 stock or option trades
Report filed Sep 10, 2019 4 stock or option trades · HON, MOS
Report filed Jul 31, 2019 1 stock or option trade · FSK
Report filed Jul 22, 2019 5 stock or option trades · HAS, MPC
Report filed Jul 2, 2019 0 stock or option trades
Report filed Jun 26, 2019 7 stock or option trades · AMT, TSM
Report filed Apr 4, 2019 2 stock or option trades · T
Report filed Feb 28, 2019 9 stock or option trades · AMT, MDT, SCCO, SBUX
Report filed Feb 12, 2019 6 stock or option trades · HD, INTC, NSC, PNC, KHC
Report filed Jan 22, 2019 0 stock or option trades
Report filed Dec 21, 2018 0 stock or option trades
Report filed Nov 19, 2018 16 stock or option trades · AMCX, AAPL, CHKP, CLX, HSBC, INTC, SBUX
Report filed Oct 4, 2018 4 stock or option trades · CB
Report filed May 8, 2018 2 stock or option trades
Report filed May 8, 2018 3 stock or option trades · D, GE, SBUX
Report filed Apr 3, 2018 1 stock or option trade
Report filed Feb 14, 2018 14 stock or option trades · CLX, EMR, GSK, HAS, SCCO, WM
Report filed Dec 1, 2017 0 stock or option trades
Report filed Nov 18, 2017 4 stock or option trades · AMGN, SCCO
Report filed Aug 15, 2017 10 stock or option trades · CNC, IVZ, NKE, SLB, SBUX
Report filed Jul 7, 2017 0 stock or option trades
Report filed May 25, 2017 60 stock or option trades · AMGN, AAPL, BLK, CHKP, CLX, CB, GE, GSK, HD, HON, JPM, MET
Report filed May 9, 2017 1 stock or option trade · F
Report filed Apr 6, 2017 0 stock or option trades
Report filed Mar 3, 2017 1 stock or option trade · WFC
Report filed Jan 9, 2017 1 stock or option trade · ABBV
Report filed Oct 3, 2016 0 stock or option trades
Report filed Aug 8, 2016 0 stock or option trades
Report filed Jul 6, 2016 0 stock or option trades
Report filed Apr 6, 2016 0 stock or option trades
Report filed Feb 18, 2016 1 stock or option trade · F
Report filed Jan 19, 2016 1 stock or option trade · BRK.B

Holdings and net worth are not shown: members also file annual financial disclosure reports listing what they own, and those are not included here yet. We show only the trades they report.

Source: periodic transaction reports filed with the Clerk of the House of Representatives under the STOCK Act (Senate reports are not included yet). Members report trades by themselves, their spouses and dependent children. Amounts are the value ranges as filed, not exact figures, and a report can be filed up to 45 days after the trade, so the latest trades may not appear yet. Scanned paper reports are linked but not transcribed. By law (5 U.S.C. §13107) these reports may not be used for any commercial purpose other than by news and communications media for dissemination to the general public; we publish them free, as news.

← All trades by members of Congress