Kathy E. Manning: stock trades

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

Activity

Top sectors

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

Technology22% of trades 156 trades: 94 purchases, 62 sales
Financials17% of trades 125 trades: 71 purchases, 54 sales
Health Care16% of trades 117 trades: 74 purchases, 43 sales
Communication Services12% of trades 84 trades: 44 purchases, 40 sales
Consumer Discretionary11% of trades 81 trades: 41 purchases, 40 sales
Consumer Staples9% of trades 63 trades: 39 purchases, 24 sales

Would copying Kathy E. Manning’s trades have beaten the S&P 500?

Copying Kathy E. Manning’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 February 5, 2021 into $20,781 by November 2, 2026, against $21,065 in the S&P 500: +13.7% a year against +13.9%, with a beta of 1.01. Selling each purchase after 6 months instead would have made +5.0% a year. Six months after each report, the average share purchase was −1.3% against the S&P 500 (median −0.5%), 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 −1.4%. Reports arrived a median of 21 days after the trade.

Copying Kathy E. ManningS&P 500, buy and hold $10,000 copying Kathy E. Manning’s disclosed holdings from February 5, 2021, 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.

Kathy E. Manning: 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	415	−1.2%	−1.3%	45%	-1.73	No reliable evidence
Purchases, 6 months after the report	415	−1.3%	−0.5%	49%	-1.41	No reliable evidence
Purchases, 3 months after the trade	415	−0.7%	−0.3%	49%	-1.04	No reliable evidence
Purchases, 6 months after the trade	415	−1.4%	−1.6%	46%	-1.47	Strong evidence: behind
Sales, 6 months after the report	306	−4.4%	−5.8%	60%	-4.20	Strong evidence: seller right

Return a year, copying: +13.7%
S&P 500, same dates: +13.9%
Yearly swing (S&P 500): 18% (17%)
Sharpe ratio (S&P 500): 0.62 (0.66)
Biggest drop (S&P 500): −34% (−25%)
Market sensitivity (beta): 1.01

“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 Kathy E. Manning 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.

Kathy E. Manning: companies traded

GOOGLAlphabet Inc. (Class A)	8$8,008–$120,000	19$19,019–$285,000	Jan 15, 2021	Jul 2, 2024	▲ 152.1%+45.0 pts vs S&P
NVDANVIDIA Corporation	10$24,010–$185,000	11$39,011–$235,000	Mar 25, 2021	Jul 2, 2024	▲ 1557.6%+1449.3 pts vs S&P
MSFTMicrosoft Corporation	17$59,017–$360,000	2$2,002–$30,000	Apr 30, 2021	Jul 2, 2024	▲ 116.7%+22.2 pts vs S&P
AAPLApple Inc.	9$23,009–$170,000	8$22,008–$155,000	Jan 15, 2021	Jul 2, 2024	▲ 125.0%+18.0 pts vs S&P
ACNAccenture	7$7,007–$105,000	7$7,007–$105,000	Apr 30, 2021	Jul 2, 2024	▲ 1.3%−105.8 pts vs S&P
INTUIntuit	7$7,007–$105,000	7$21,007–$140,000	Jan 15, 2021	Jul 2, 2024	▼ 2.1%−118.8 pts vs S&P
ELThe Estée Lauder Companies	3$3,003–$45,000	10$38,010–$220,000	Jan 15, 2021	Dec 12, 2023	▼ 54.2%−170.9 pts vs S&P
MDTMedtronic	9$23,009–$170,000	4$18,004–$95,000	Jul 27, 2022	Jul 2, 2024	▲ 22.0%−76.9 pts vs S&P
NKENike, Inc.	5$5,005–$75,000	8$22,008–$155,000	Jul 15, 2022	Jul 2, 2024	▼ 60.2%−167.3 pts vs S&P
PYPLPayPal	7$21,007–$140,000	6$83,006–$245,000	Jan 15, 2021	Dec 12, 2023	▼ 71.6%−144.2 pts vs S&P
SBUXStarbucks	1$1,001–$15,000	12$26,012–$215,000	Jan 15, 2021	Aug 9, 2024	▲ 39.3%−59.6 pts vs S&P
VVisa Inc.	6$20,006–$125,000	7$56,007–$190,000	Feb 2, 2021	Jul 2, 2024	▲ 116.7%+3.3 pts vs S&P
AMGNAmgen	6$6,006–$90,000	6$6,006–$90,000	Jan 15, 2021	Jul 2, 2024	▲ 128.3%+33.8 pts vs S&P
CFGCitizens Financial Group	8$22,008–$155,000	4$18,004–$95,000	Jan 15, 2021	Jan 23, 2024	▲ 108.0%+9.2 pts vs S&P
DISThe Walt Disney Company	6$6,006–$90,000	6$20,006–$125,000	Jan 15, 2021	Dec 12, 2023	▼ 30.5%−108.4 pts vs S&P
LMTLockheed Martin	5$5,005–$75,000	7$7,007–$105,000	Jan 15, 2021	Jul 2, 2024	▲ 95.8%+17.9 pts vs S&P
PGProcter & Gamble	10$10,010–$150,000	2$2,002–$30,000	Oct 22, 2021	Jul 2, 2024	▲ 30.6%−47.3 pts vs S&P
ABBVAbbVie	5$5,005–$75,000	6$20,006–$125,000	Apr 30, 2021	Jul 2, 2024	▲ 115.8%+8.7 pts vs S&P
LRCXLam Research	7$21,007–$140,000	4$18,004–$95,000	Apr 30, 2021	Jul 2, 2024	▲ 291.4%+196.9 pts vs S&P
PFEPfizer	6$6,006–$90,000	5$19,005–$110,000	Jan 15, 2021	Aug 9, 2024	▲ 9.5%−107.2 pts vs S&P
TJXTJX Companies	7$7,007–$105,000	4$4,004–$60,000	Apr 30, 2021	Jul 2, 2024	▲ 139.4%+40.6 pts vs S&P
AONAon plc	5$5,005–$75,000	5$19,005–$110,000	Apr 30, 2021	Jul 2, 2024	—
CMECME Group	5$5,005–$75,000	5$19,005–$110,000	Jan 15, 2021	Jul 2, 2024	▲ 98.2%−18.5 pts vs S&P
CNCCentene Corporation	8$8,008–$120,000	2$2,002–$30,000	Jan 15, 2021	Jul 2, 2024	▲ 5.1%−111.6 pts vs S&P
JNJJohnson & Johnson	8$8,008–$120,000	2$2,002–$30,000	Jan 15, 2021	Jul 2, 2024	▲ 94.3%−22.4 pts vs S&P
QCOMQualcomm	6$6,006–$90,000	4$4,004–$60,000	Jan 15, 2021	Jul 2, 2024	▲ 25.3%−81.7 pts vs S&P
WMTWalmart	7$7,007–$105,000	3$3,003–$45,000	Jan 15, 2021	Jul 2, 2024	▲ 178.8%+62.1 pts vs S&P
ABTAbbott Laboratories	7$7,007–$105,000	2$2,002–$30,000	Jul 15, 2022	Jul 2, 2024	▲ 9.5%−97.5 pts vs S&P
APDAir Products	7$21,007–$140,000	2$2,002–$30,000	Jan 15, 2021	Jul 2, 2024	▲ 26.1%−90.6 pts vs S&P
HDThe Home Depot	7$7,007–$105,000	2$2,002–$30,000	Jan 15, 2021	Jul 2, 2024	▲ 39.0%−77.7 pts vs S&P
JPMJPMorgan Chase	5$5,005–$75,000	4$4,004–$60,000	Jan 15, 2021	Jan 23, 2024	▲ 179.9%+63.2 pts vs S&P
SNAPSnap Inc	6$6,006–$90,000	3$31,003–$115,000	Feb 24, 2021	Jun 10, 2022	▼ 89.2%−197.4 pts vs S&P
CATCaterpillar Inc.	3$3,003–$45,000	5$5,005–$75,000	Jan 15, 2021	Jul 2, 2024	▲ 254.9%+138.2 pts vs S&P
CBChubb Limited	4$4,004–$60,000	4$4,004–$60,000	Jan 15, 2021	Jul 2, 2024	▲ 155.9%+39.2 pts vs S&P
CRMSalesforce	8$22,008–$155,000	0	Jul 15, 2022	Jul 2, 2024	▲ 35.2%−71.8 pts vs S&P
MTCHMatch Group, Inc.	7$21,007–$140,000	1$15,001–$50,000	Feb 24, 2021	Jun 10, 2022	▼ 74.8%−182.6 pts vs S&P
PKGPackaging Corporation of America	7$21,007–$140,000	1$1,001–$15,000	Jan 15, 2021	Jul 2, 2024	▲ 112.3%−4.4 pts vs S&P
AMZNAmazon	5$5,005–$75,000	2$2,002–$30,000	Oct 19, 2021	Oct 12, 2022	▲ 118.8%+26.0 pts vs S&P
COSTCostco	6$20,006–$125,000	1$1,001–$15,000	Jul 15, 2022	Jul 2, 2024	▲ 105.7%−1.4 pts vs S&P
GISGeneral Mills	2$2,002–$30,000	5$19,005–$110,000	Jan 15, 2021	Jan 23, 2024	▼ 24.1%−140.8 pts vs S&P
MAMastercard	7$21,007–$140,000	0	Jul 15, 2022	Jul 2, 2024	▲ 99.6%−7.4 pts vs S&P
MRKMerck & Co.	6$20,006–$125,000	1$1,001–$15,000	Jul 15, 2022	Jul 2, 2024	▲ 71.7%−35.4 pts vs S&P
MUMicron Technology	2$2,002–$30,000	5$5,005–$75,000	Jan 15, 2021	Jan 23, 2024	▲ 1302.1%+1203.2 pts vs S&P
ISRGIntuitive Surgical	2$2,002–$30,000	4$4,004–$60,000	May 4, 2021	Oct 12, 2022	▲ 59.8%−30.6 pts vs S&P
NOWServiceNow	4$32,004–$130,000	2$30,002–$100,000	Feb 18, 2022	Jun 15, 2022	▼ 2.3%−87.3 pts vs S&P
SYYSysco	5$5,005–$75,000	1$1,001–$15,000	Jan 15, 2021	Jul 2, 2024	▲ 14.2%−102.5 pts vs S&P
TAT&T	3$3,003–$45,000	3$3,003–$45,000	Jul 15, 2022	Oct 12, 2022	▲ 30.4%−76.7 pts vs S&P
ADBEAdobe Inc.	3$3,003–$45,000	2$2,002–$30,000	Mar 25, 2021	Oct 12, 2022	▼ 45.3%−153.5 pts vs S&P
BACBank of America	3$3,003–$45,000	2$2,002–$30,000	Jul 15, 2022	Oct 12, 2022	▲ 70.8%−36.3 pts vs S&P
ILMNIllumina, Inc.	3$3,003–$45,000	2$16,002–$65,000	Feb 24, 2021	Jun 10, 2022	▼ 50.0%−130.2 pts vs S&P
METAMeta Platforms	2$2,002–$30,000	3$52,003–$130,000	May 14, 2021	Oct 12, 2022	▲ 279.5%+172.4 pts vs S&P
MSCIMSCI	5$19,005–$110,000	0	Jan 23, 2024	Jul 2, 2024	▲ 17.9%−42.8 pts vs S&P
NFLXNetflix	4$18,004–$95,000	1$15,001–$50,000	Jan 22, 2021	Jun 10, 2022	▲ 11.5%−101.1 pts vs S&P
ASMLAsml Holding NV	3$17,003–$80,000	1$50,001–$100,000	Mar 3, 2022	Jun 10, 2022	—
CCitigroup	1$1,001–$15,000	3$3,003–$45,000	Apr 19, 2022	Aug 3, 2022	—
INTCIntel	2$2,002–$30,000	2$16,002–$65,000	Jan 15, 2021	Oct 12, 2022	▲ 66.3%−40.8 pts vs S&P
TSLATesla, Inc.	3$3,003–$45,000	1$1,001–$15,000	Jul 15, 2022	Oct 12, 2022	▲ 65.5%−41.5 pts vs S&P
AMTAmerican Tower	0	3$66,003–$165,000	May 27, 2022	Oct 12, 2022	—
AVGOBroadcom	2$2,002–$30,000	1$1,001–$15,000	Jul 15, 2022	Sep 12, 2022	▲ 618.5%+511.5 pts vs S&P
BIIBBiogen	1$1,001–$15,000	2$2,002–$30,000	Jan 14, 2022	Aug 3, 2022	▲ 20.0%−82.0 pts vs S&P

The 60 most traded of 150 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 722 trades; every trade is in the reports below. Click a column heading to sort.

Kathy E. Manning: trades in companies we cover
					Report
PFEPfizer	Sale (full)$1,001 - $15,000 · Spouse	Sep 4, 2024	Aug 9, 2024	▲ 20.1%−25.1 pts vs S&P	Filing for PFE on Aug 9, 2024
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Spouse	Sep 4, 2024	Aug 9, 2024	▲ 47.0%+1.8 pts vs S&P	Filing for SBUX on Aug 9, 2024
ABTAbbott Laboratories	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 11.6%−29.4 pts vs S&P	Filing for ABT on Jul 2, 2024
ABTAbbott Laboratories	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 11.6%−29.4 pts vs S&P	Filing for ABT on Jul 2, 2024
ABBVAbbVie	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 86.5%+45.5 pts vs S&P	Filing for ABBV on Jul 2, 2024
ACNAccenture	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▼ 11.9%−52.9 pts vs S&P	Filing for ACN on Jul 2, 2024
ACNAccenture	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▼ 11.9%−52.9 pts vs S&P	Filing for ACN on Jul 2, 2024
APDAir Products	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 32.3%−8.7 pts vs S&P	Filing for APD on Jul 2, 2024
APDAir Products	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 32.3%−8.7 pts vs S&P	Filing for APD on Jul 2, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 51.9%+11.0 pts vs S&P	Filing for GOOGL on Jul 2, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 51.9%+11.0 pts vs S&P	Filing for GOOGL on Jul 2, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 51.9%+11.0 pts vs S&P	Filing for GOOGL on Jul 2, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 51.9%+11.0 pts vs S&P	Filing for GOOGL on Jul 2, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 51.9%+11.0 pts vs S&P	Filing for GOOGL on Jul 2, 2024
AMGNAmgen	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 58.8%+17.8 pts vs S&P	Filing for AMGN on Jul 2, 2024
AONAon plc	Sale (partial)$15,001 - $50,000 · Spouse	Aug 16, 2024	Jul 2, 2024	—	Filing for AON on Jul 2, 2024
AONAon plc	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	—	Filing for AON on Jul 2, 2024
AONAon plc	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	—	Filing for AON on Jul 2, 2024
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 51.7%+10.8 pts vs S&P	Filing for AAPL on Jul 2, 2024
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 51.7%+10.8 pts vs S&P	Filing for AAPL on Jul 2, 2024
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 51.7%+10.8 pts vs S&P	Filing for AAPL on Jul 2, 2024
CATCaterpillar Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 96.0%+55.1 pts vs S&P	Filing for CAT on Jul 2, 2024
CNCCentene Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 1.6%−39.3 pts vs S&P	Filing for CNC on Jul 2, 2024
CNCCentene Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 1.6%−39.3 pts vs S&P	Filing for CNC on Jul 2, 2024
CBChubb Limited	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 46.7%+5.8 pts vs S&P	Filing for CB on Jul 2, 2024
CBChubb Limited	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 46.7%+5.8 pts vs S&P	Filing for CB on Jul 2, 2024
CBChubb Limited	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 46.7%+5.8 pts vs S&P	Filing for CB on Jul 2, 2024
CMECME Group	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 68.3%+27.4 pts vs S&P	Filing for CME on Jul 2, 2024
CMECME Group	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 68.3%+27.4 pts vs S&P	Filing for CME on Jul 2, 2024
COSTCostco	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 20.6%−20.3 pts vs S&P	Filing for COST on Jul 2, 2024
EXPDExpeditors International	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 72.8%+31.9 pts vs S&P	Filing for EXPD on Jul 2, 2024
GRMNGarmin	Purchase$50,001 - $100,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 74.0%+33.0 pts vs S&P	Filing for GRMN on Jul 2, 2024
GRMNGarmin	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 74.0%+33.0 pts vs S&P	Filing for GRMN on Jul 2, 2024
GRMNGarmin	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 74.0%+33.0 pts vs S&P	Filing for GRMN on Jul 2, 2024
HDThe Home Depot	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 4.9%−36.0 pts vs S&P	Filing for HD on Jul 2, 2024
HDThe Home Depot	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 4.9%−36.0 pts vs S&P	Filing for HD on Jul 2, 2024
HDThe Home Depot	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 4.9%−36.0 pts vs S&P	Filing for HD on Jul 2, 2024
INTUIntuit	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▼ 45.8%−86.7 pts vs S&P	Filing for INTU on Jul 2, 2024
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 93.7%+52.8 pts vs S&P	Filing for JNJ on Jul 2, 2024
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 93.7%+52.8 pts vs S&P	Filing for JNJ on Jul 2, 2024
LRCXLam Research	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 118.1%+77.2 pts vs S&P	Filing for LRCX on Jul 2, 2024
LMTLockheed Martin	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 46.2%+5.2 pts vs S&P	Filing for LMT on Jul 2, 2024
LMTLockheed Martin	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 46.2%+5.2 pts vs S&P	Filing for LMT on Jul 2, 2024
MAMastercard	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 47.7%+6.8 pts vs S&P	Filing for MA on Jul 2, 2024
MAMastercard	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 47.7%+6.8 pts vs S&P	Filing for MA on Jul 2, 2024
MDTMedtronic	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 37.4%−3.5 pts vs S&P	Filing for MDT on Jul 2, 2024
MRKMerck & Co.	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 20.9%−20.1 pts vs S&P	Filing for MRK on Jul 2, 2024
MSFTMicrosoft Corporation	Purchase$15,001 - $50,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 15.7%−25.3 pts vs S&P	Filing for MSFT on Jul 2, 2024
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 15.7%−25.3 pts vs S&P	Filing for MSFT on Jul 2, 2024
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 15.7%−25.3 pts vs S&P	Filing for MSFT on Jul 2, 2024
MSCIMSCI	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 34.4%−6.6 pts vs S&P	Filing for MSCI on Jul 2, 2024
MSCIMSCI	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 34.4%−6.6 pts vs S&P	Filing for MSCI on Jul 2, 2024
NKENike, Inc.	Sale (full)$15,001 - $50,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▼ 46.7%−87.6 pts vs S&P	Filing for NKE on Jul 2, 2024
NKENike, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▼ 46.7%−87.6 pts vs S&P	Filing for NKE on Jul 2, 2024
NKENike, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▼ 46.7%−87.6 pts vs S&P	Filing for NKE on Jul 2, 2024
NVDANVIDIA Corporation	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 69.0%+28.1 pts vs S&P	Filing for NVDA on Jul 2, 2024
NVDANVIDIA Corporation	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 69.0%+28.1 pts vs S&P	Filing for NVDA on Jul 2, 2024
NVDANVIDIA Corporation	Sale (partial)$15,001 - $50,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 69.0%+28.1 pts vs S&P	Filing for NVDA on Jul 2, 2024
PKGPackaging Corporation of America	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 52.3%+11.3 pts vs S&P	Filing for PKG on Jul 2, 2024
PGProcter & Gamble	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 5.5%−35.5 pts vs S&P	Filing for PG on Jul 2, 2024
QCOMQualcomm	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▼ 13.8%−54.8 pts vs S&P	Filing for QCOM on Jul 2, 2024
CRMSalesforce	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▼ 11.8%−52.7 pts vs S&P	Filing for CRM on Jul 2, 2024
CRMSalesforce	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▼ 11.8%−52.7 pts vs S&P	Filing for CRM on Jul 2, 2024
CRMSalesforce	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▼ 11.8%−52.7 pts vs S&P	Filing for CRM on Jul 2, 2024
SYYSysco	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 12.7%−28.3 pts vs S&P	Filing for SYY on Jul 2, 2024
TJXTJX Companies	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 28.0%−13.0 pts vs S&P	Filing for TJX on Jul 2, 2024
VVisa Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 59.6%+18.6 pts vs S&P	Filing for V on Jul 2, 2024
VVisa Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 59.6%+18.6 pts vs S&P	Filing for V on Jul 2, 2024
WMTWalmart	Sale (partial)$1,001 - $15,000 · Spouse	Aug 16, 2024	Jul 2, 2024	▲ 87.2%+46.3 pts vs S&P	Filing for WMT on Jul 2, 2024
WUWestern Union Co	Sale (full)$1,001 - $15,000 · Spouse	Jul 6, 2024	Jun 13, 2024	▼ 35.0%−78.1 pts vs S&P	Filing for WU on Jun 13, 2024
ABTAbbott Laboratories	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 1.5%−59.1 pts vs S&P	Filing for ABT on Jan 23, 2024
ABTAbbott Laboratories	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 1.5%−59.1 pts vs S&P	Filing for ABT on Jan 23, 2024
ABBVAbbVie	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 86.5%+25.9 pts vs S&P	Filing for ABBV on Jan 23, 2024
ACNAccenture	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 27.4%−88.0 pts vs S&P	Filing for ACN on Jan 23, 2024
ACNAccenture	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 27.4%−88.0 pts vs S&P	Filing for ACN on Jan 23, 2024
ACNAccenture	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 27.4%−88.0 pts vs S&P	Filing for ACN on Jan 23, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 91.6%+31.0 pts vs S&P	Filing for GOOGL on Jan 23, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 91.6%+31.0 pts vs S&P	Filing for GOOGL on Jan 23, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 91.6%+31.0 pts vs S&P	Filing for GOOGL on Jan 23, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 91.6%+31.0 pts vs S&P	Filing for GOOGL on Jan 23, 2024
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 91.6%+31.0 pts vs S&P	Filing for GOOGL on Jan 23, 2024
AMGNAmgen	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 61.6%+1.0 pts vs S&P	Filing for AMGN on Jan 23, 2024
AONAon plc	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	—	Filing for AON on Jan 23, 2024
AONAon plc	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	—	Filing for AON on Jan 23, 2024
AONAon plc	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	—	Filing for AON on Jan 23, 2024
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 71.7%+11.0 pts vs S&P	Filing for AAPL on Jan 23, 2024
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 71.7%+11.0 pts vs S&P	Filing for AAPL on Jan 23, 2024
AAPLApple Inc.	Sale (partial)$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 71.7%+11.0 pts vs S&P	Filing for AAPL on Jan 23, 2024
CATCaterpillar Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 123.2%+62.6 pts vs S&P	Filing for CAT on Jan 23, 2024
CATCaterpillar Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 123.2%+62.6 pts vs S&P	Filing for CAT on Jan 23, 2024
CATCaterpillar Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 123.2%+62.6 pts vs S&P	Filing for CAT on Jan 23, 2024
CBChubb Limited	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 57.0%−3.6 pts vs S&P	Filing for CB on Jan 23, 2024
CFGCitizens Financial Group	Purchase$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 117.3%+56.7 pts vs S&P	Filing for CFG on Jan 23, 2024
CFGCitizens Financial Group	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 117.3%+56.7 pts vs S&P	Filing for CFG on Jan 23, 2024
CFGCitizens Financial Group	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 117.3%+56.7 pts vs S&P	Filing for CFG on Jan 23, 2024
CMECME Group	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 64.4%+3.8 pts vs S&P	Filing for CME on Jan 23, 2024
COSTCostco	Purchase$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 51.3%−9.4 pts vs S&P	Filing for COST on Jan 23, 2024
COSTCostco	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 51.3%−9.4 pts vs S&P	Filing for COST on Jan 23, 2024
COSTCostco	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 51.3%−9.4 pts vs S&P	Filing for COST on Jan 23, 2024
GISGeneral Mills	Sale (full)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 39.9%−100.5 pts vs S&P	Filing for GIS on Jan 23, 2024
GISGeneral Mills	Sale (full)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 39.9%−100.5 pts vs S&P	Filing for GIS on Jan 23, 2024
GISGeneral Mills	Sale (full)$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 39.9%−100.5 pts vs S&P	Filing for GIS on Jan 23, 2024
INTUIntuit	Sale (partial)$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 44.0%−104.6 pts vs S&P	Filing for INTU on Jan 23, 2024
INTUIntuit	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 44.0%−104.6 pts vs S&P	Filing for INTU on Jan 23, 2024
INTUIntuit	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 44.0%−104.6 pts vs S&P	Filing for INTU on Jan 23, 2024
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 79.8%+19.2 pts vs S&P	Filing for JNJ on Jan 23, 2024
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 111.1%+50.5 pts vs S&P	Filing for JPM on Jan 23, 2024
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 111.1%+50.5 pts vs S&P	Filing for JPM on Jan 23, 2024
LRCXLam Research	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 182.9%+122.3 pts vs S&P	Filing for LRCX on Jan 23, 2024
LRCXLam Research	Sale (partial)$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 182.9%+122.3 pts vs S&P	Filing for LRCX on Jan 23, 2024
LRCXLam Research	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 182.9%+122.3 pts vs S&P	Filing for LRCX on Jan 23, 2024
LMTLockheed Martin	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 57.0%−3.6 pts vs S&P	Filing for LMT on Jan 23, 2024
LMTLockheed Martin	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 57.0%−3.6 pts vs S&P	Filing for LMT on Jan 23, 2024
MAMastercard	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 49.9%−10.7 pts vs S&P	Filing for MA on Jan 23, 2024
MAMastercard	Purchase$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 49.9%−10.7 pts vs S&P	Filing for MA on Jan 23, 2024
MAMastercard	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 49.9%−10.7 pts vs S&P	Filing for MA on Jan 23, 2024
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 25.3%−35.3 pts vs S&P	Filing for MDT on Jan 23, 2024
MDTMedtronic	Purchase$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 25.3%−35.3 pts vs S&P	Filing for MDT on Jan 23, 2024
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 25.3%−35.3 pts vs S&P	Filing for MDT on Jan 23, 2024
MRKMerck & Co.	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 30.4%−30.2 pts vs S&P	Filing for MRK on Jan 23, 2024
MRKMerck & Co.	Purchase$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 30.4%−30.2 pts vs S&P	Filing for MRK on Jan 23, 2024
MRKMerck & Co.	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 30.4%−30.2 pts vs S&P	Filing for MRK on Jan 23, 2024
MUMicron Technology	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 880.2%+819.6 pts vs S&P	Filing for MU on Jan 23, 2024
MUMicron Technology	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 880.2%+819.6 pts vs S&P	Filing for MU on Jan 23, 2024
MUMicron Technology	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 880.2%+819.6 pts vs S&P	Filing for MU on Jan 23, 2024
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 33.7%−26.9 pts vs S&P	Filing for MSFT on Jan 23, 2024
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 33.7%−26.9 pts vs S&P	Filing for MSFT on Jan 23, 2024
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 33.7%−26.9 pts vs S&P	Filing for MSFT on Jan 23, 2024
MSCIMSCI	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 17.9%−42.8 pts vs S&P	Filing for MSCI on Jan 23, 2024
MSCIMSCI	Purchase$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 17.9%−42.8 pts vs S&P	Filing for MSCI on Jan 23, 2024
MSCIMSCI	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 17.9%−42.8 pts vs S&P	Filing for MSCI on Jan 23, 2024
NKENike, Inc.	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 59.9%−120.5 pts vs S&P	Filing for NKE on Jan 23, 2024
NKENike, Inc.	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 59.9%−120.5 pts vs S&P	Filing for NKE on Jan 23, 2024
NKENike, Inc.	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 59.9%−120.5 pts vs S&P	Filing for NKE on Jan 23, 2024
PKGPackaging Corporation of America	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 64.6%+4.0 pts vs S&P	Filing for PKG on Jan 23, 2024
PGProcter & Gamble	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 13.0%−47.6 pts vs S&P	Filing for PG on Jan 23, 2024
PGProcter & Gamble	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 13.0%−47.6 pts vs S&P	Filing for PG on Jan 23, 2024
PGProcter & Gamble	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 13.0%−47.6 pts vs S&P	Filing for PG on Jan 23, 2024
QCOMQualcomm	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 13.4%−47.2 pts vs S&P	Filing for QCOM on Jan 23, 2024
QCOMQualcomm	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 13.4%−47.2 pts vs S&P	Filing for QCOM on Jan 23, 2024
CRMSalesforce	Purchase$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 18.2%−78.8 pts vs S&P	Filing for CRM on Jan 23, 2024
CRMSalesforce	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 18.2%−78.8 pts vs S&P	Filing for CRM on Jan 23, 2024
CRMSalesforce	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▼ 18.2%−78.8 pts vs S&P	Filing for CRM on Jan 23, 2024
SBUXStarbucks	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 21.6%−39.0 pts vs S&P	Filing for SBUX on Jan 23, 2024
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 21.6%−39.0 pts vs S&P	Filing for SBUX on Jan 23, 2024
SBUXStarbucks	Sale (full)$15,001 - $50,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 21.6%−39.0 pts vs S&P	Filing for SBUX on Jan 23, 2024
SYYSysco	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 6.0%−54.6 pts vs S&P	Filing for SYY on Jan 23, 2024
SYYSysco	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 6.0%−54.6 pts vs S&P	Filing for SYY on Jan 23, 2024
TJXTJX Companies	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 49.5%−11.1 pts vs S&P	Filing for TJX on Jan 23, 2024
TJXTJX Companies	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 49.5%−11.1 pts vs S&P	Filing for TJX on Jan 23, 2024
TJXTJX Companies	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 49.5%−11.1 pts vs S&P	Filing for TJX on Jan 23, 2024
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 58.4%−2.2 pts vs S&P	Filing for V on Jan 23, 2024
WMTWalmart	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 136.4%+75.8 pts vs S&P	Filing for WMT on Jan 23, 2024
WMTWalmart	Purchase$1,001 - $15,000 · Spouse	Feb 6, 2024	Jan 23, 2024	▲ 136.4%+75.8 pts vs S&P	Filing for WMT on Jan 23, 2024
CFGCitizens Financial Group	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 145.3%+76.8 pts vs S&P	Filing for CFG on Dec 12, 2023
CFGCitizens Financial Group	Sale (full)$15,001 - $50,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 145.3%+76.8 pts vs S&P	Filing for CFG on Dec 12, 2023
CFGCitizens Financial Group	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 145.3%+76.8 pts vs S&P	Filing for CFG on Dec 12, 2023
ELThe Estée Lauder Companies	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▼ 19.1%−87.6 pts vs S&P	Filing for EL on Dec 12, 2023
ELThe Estée Lauder Companies	Sale (full)$15,001 - $50,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▼ 19.1%−87.6 pts vs S&P	Filing for EL on Dec 12, 2023
ELThe Estée Lauder Companies	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▼ 19.1%−87.6 pts vs S&P	Filing for EL on Dec 12, 2023
MDTMedtronic	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 36.2%−32.3 pts vs S&P	Filing for MDT on Dec 12, 2023
MDTMedtronic	Sale (full)$15,001 - $50,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 36.2%−32.3 pts vs S&P	Filing for MDT on Dec 12, 2023
MDTMedtronic	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 36.2%−32.3 pts vs S&P	Filing for MDT on Dec 12, 2023
PYPLPayPal	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 0.3%−68.2 pts vs S&P	Filing for PYPL on Dec 12, 2023
PYPLPayPal	Sale (full)$15,001 - $50,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 0.3%−68.2 pts vs S&P	Filing for PYPL on Dec 12, 2023
PYPLPayPal	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 0.3%−68.2 pts vs S&P	Filing for PYPL on Dec 12, 2023
PFEPfizer	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 25.4%−43.1 pts vs S&P	Filing for PFE on Dec 12, 2023
PFEPfizer	Sale (full)$15,001 - $50,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 25.4%−43.1 pts vs S&P	Filing for PFE on Dec 12, 2023
PFEPfizer	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 25.4%−43.1 pts vs S&P	Filing for PFE on Dec 12, 2023
DISThe Walt Disney Company	Sale (full)$15,001 - $50,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 28.9%−39.6 pts vs S&P	Filing for DIS on Dec 12, 2023
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 28.9%−39.6 pts vs S&P	Filing for DIS on Dec 12, 2023
DISThe Walt Disney Company	Sale (full)$1,001 - $15,000 · Spouse	Jan 12, 2024	Dec 12, 2023	▲ 28.9%−39.6 pts vs S&P	Filing for DIS on Dec 12, 2023
ABTAbbott Laboratories	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 6.4%−83.0 pts vs S&P	Filing for ABT on Apr 28, 2023
ABBVAbbVie	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 113.1%+23.8 pts vs S&P	Filing for ABBV on Apr 28, 2023
ABBVAbbVie	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 113.1%+23.8 pts vs S&P	Filing for ABBV on Apr 28, 2023
ABBVAbbVie	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 113.1%+23.8 pts vs S&P	Filing for ABBV on Apr 28, 2023
ACNAccenture	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▼ 3.1%−92.4 pts vs S&P	Filing for ACN on Apr 28, 2023
ACNAccenture	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▼ 3.1%−92.4 pts vs S&P	Filing for ACN on Apr 28, 2023
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 162.5%+73.1 pts vs S&P	Filing for GOOGL on Apr 28, 2023
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 162.5%+73.1 pts vs S&P	Filing for GOOGL on Apr 28, 2023
GOOGLAlphabet Inc. (Class A)	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 162.5%+73.1 pts vs S&P	Filing for GOOGL on Apr 28, 2023
AMGNAmgen	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 114.3%+24.9 pts vs S&P	Filing for AMGN on Apr 28, 2023
AONAon plc	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	—	Filing for AON on Apr 28, 2023
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 98.3%+8.9 pts vs S&P	Filing for AAPL on Apr 28, 2023
AAPLApple Inc.	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 98.3%+8.9 pts vs S&P	Filing for AAPL on Apr 28, 2023
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 98.3%+8.9 pts vs S&P	Filing for AAPL on Apr 28, 2023
CATCaterpillar Inc.	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 199.1%+109.7 pts vs S&P	Filing for CAT on Apr 28, 2023
CNCCentene Corporation	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▼ 2.4%−91.8 pts vs S&P	Filing for CNC on Apr 28, 2023
CNCCentene Corporation	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▼ 2.4%−91.8 pts vs S&P	Filing for CNC on Apr 28, 2023
CBChubb Limited	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 89.6%+0.3 pts vs S&P	Filing for CB on Apr 28, 2023
CFGCitizens Financial Group	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 143.3%+53.9 pts vs S&P	Filing for CFG on Apr 28, 2023
CFGCitizens Financial Group	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 143.3%+53.9 pts vs S&P	Filing for CFG on Apr 28, 2023
ELThe Estée Lauder Companies	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▼ 54.6%−144.0 pts vs S&P	Filing for EL on Apr 28, 2023
ELThe Estée Lauder Companies	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▼ 54.6%−144.0 pts vs S&P	Filing for EL on Apr 28, 2023
INTUIntuit	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▼ 19.3%−108.7 pts vs S&P	Filing for INTU on Apr 28, 2023
INTUIntuit	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▼ 19.3%−108.7 pts vs S&P	Filing for INTU on Apr 28, 2023
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 163.4%+74.0 pts vs S&P	Filing for JPM on Apr 28, 2023
JPMJPMorgan Chase	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 163.4%+74.0 pts vs S&P	Filing for JPM on Apr 28, 2023
LRCXLam Research	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 352.2%+262.8 pts vs S&P	Filing for LRCX on Apr 28, 2023
LMTLockheed Martin	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 51.7%−37.6 pts vs S&P	Filing for LMT on Apr 28, 2023
LMTLockheed Martin	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 51.7%−37.6 pts vs S&P	Filing for LMT on Apr 28, 2023
LMTLockheed Martin	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 51.7%−37.6 pts vs S&P	Filing for LMT on Apr 28, 2023
MDTMedtronic	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 21.9%−67.4 pts vs S&P	Filing for MDT on Apr 28, 2023
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 21.9%−67.4 pts vs S&P	Filing for MDT on Apr 28, 2023
MUMicron Technology	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 1239.7%+1150.3 pts vs S&P	Filing for MU on Apr 28, 2023
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 74.7%−14.7 pts vs S&P	Filing for MSFT on Apr 28, 2023
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 74.7%−14.7 pts vs S&P	Filing for MSFT on Apr 28, 2023
MSFTMicrosoft Corporation	Purchase$15,001 - $50,000	May 19, 2023	Apr 28, 2023	▲ 74.7%−14.7 pts vs S&P	Filing for MSFT on Apr 28, 2023
NKENike, Inc.	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▼ 67.4%−156.8 pts vs S&P	Filing for NKE on Apr 28, 2023
NKENike, Inc.	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▼ 67.4%−156.8 pts vs S&P	Filing for NKE on Apr 28, 2023
NVDANVIDIA Corporation	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 647.6%+558.2 pts vs S&P	Filing for NVDA on Apr 28, 2023
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 647.6%+558.2 pts vs S&P	Filing for NVDA on Apr 28, 2023
PKGPackaging Corporation of America	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 107.8%+18.5 pts vs S&P	Filing for PKG on Apr 28, 2023
PKGPackaging Corporation of America	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 107.8%+18.5 pts vs S&P	Filing for PKG on Apr 28, 2023
PYPLPayPal	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▼ 22.3%−111.6 pts vs S&P	Filing for PYPL on Apr 28, 2023
PYPLPayPal	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▼ 22.3%−111.6 pts vs S&P	Filing for PYPL on Apr 28, 2023
PFEPfizer	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▼ 4.6%−93.9 pts vs S&P	Filing for PFE on Apr 28, 2023
PGProcter & Gamble	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 13.4%−76.0 pts vs S&P	Filing for PG on Apr 28, 2023
QCOMQualcomm	Purchase$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 52.1%−37.2 pts vs S&P	Filing for QCOM on Apr 28, 2023
QCOMQualcomm	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 52.1%−37.2 pts vs S&P	Filing for QCOM on Apr 28, 2023
QCOMQualcomm	Purchase$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 52.1%−37.2 pts vs S&P	Filing for QCOM on Apr 28, 2023
SBUXStarbucks	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▼ 0.6%−89.9 pts vs S&P	Filing for SBUX on Apr 28, 2023
SBUXStarbucks	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▼ 0.6%−89.9 pts vs S&P	Filing for SBUX on Apr 28, 2023
SBUXStarbucks	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▼ 0.6%−89.9 pts vs S&P	Filing for SBUX on Apr 28, 2023
TJXTJX Companies	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 82.4%−7.0 pts vs S&P	Filing for TJX on Apr 28, 2023
TJXTJX Companies	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 82.4%−7.0 pts vs S&P	Filing for TJX on Apr 28, 2023
TJXTJX Companies	Sale (partial)$1,001 - $15,000 · Spouse	May 19, 2023	Apr 28, 2023	▲ 82.4%−7.0 pts vs S&P	Filing for TJX on Apr 28, 2023
WMTWalmart	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 157.8%+68.4 pts vs S&P	Filing for WMT on Apr 28, 2023
DISThe Walt Disney Company	Sale (partial)$1,001 - $15,000	May 19, 2023	Apr 28, 2023	▲ 14.9%−74.5 pts vs S&P	Filing for DIS on Apr 28, 2023
ECLEcolab	Sale (partial)$15,001 - $50,000 · Spouse	Apr 11, 2023	Mar 31, 2023	▲ 91.0%−1.4 pts vs S&P	Filing for ECL on Mar 31, 2023
MMM3M	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 122.4%−0.3 pts vs S&P	Filing for MMM on Oct 12, 2022
ACNAccenture	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 9.5%−113.2 pts vs S&P	Filing for ACN on Oct 12, 2022
ADBEAdobe Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▼ 13.7%−136.5 pts vs S&P	Filing for ADBE on Oct 12, 2022
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 188.8%+66.0 pts vs S&P	Filing for GOOGL on Oct 12, 2022
AMZNAmazon	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 123.2%+0.5 pts vs S&P	Filing for AMZN on Oct 12, 2022
AEEAmeren	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 66.0%−56.8 pts vs S&P	Filing for AEE on Oct 12, 2022
AEPAmerican Electric Power	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 83.3%−39.4 pts vs S&P	Filing for AEP on Oct 12, 2022
AMTAmerican Tower	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 16.8%−105.9 pts vs S&P	Filing for AMT on Oct 12, 2022
AMGNAmgen	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 111.7%−11.0 pts vs S&P	Filing for AMGN on Oct 12, 2022
AAPLApple Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 143.9%+21.2 pts vs S&P	Filing for AAPL on Oct 12, 2022
AMATApplied Materials	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 417.6%+294.9 pts vs S&P	Filing for AMAT on Oct 12, 2022
TAT&T	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 80.1%−42.6 pts vs S&P	Filing for T on Oct 12, 2022
BACBank of America	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 83.2%−39.5 pts vs S&P	Filing for BAC on Oct 12, 2022
BRK.BBerkshire Hathaway	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 111.0%−11.7 pts vs S&P	Filing for BRK.B on Oct 12, 2022
BLKBlackRock	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 140.5%+17.7 pts vs S&P	Filing for BLK on Oct 12, 2022
CSCOCisco	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 191.4%+68.7 pts vs S&P	Filing for CSCO on Oct 12, 2022
KOThe Coca-Cola Company	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 93.4%−29.4 pts vs S&P	Filing for KO on Oct 12, 2022
CMCSAComcast	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 2.0%−120.7 pts vs S&P	Filing for CMCSA on Oct 12, 2022
COSTCostco	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 130.2%+7.5 pts vs S&P	Filing for COST on Oct 12, 2022
EQIXEquinix	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 114.9%−7.9 pts vs S&P	Filing for EQIX on Oct 12, 2022
ELThe Estée Lauder Companies	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▼ 47.7%−170.4 pts vs S&P	Filing for EL on Oct 12, 2022
FDXFedEx	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 181.9%+59.2 pts vs S&P	Filing for FDX on Oct 12, 2022
HDThe Home Depot	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 31.2%−91.5 pts vs S&P	Filing for HD on Oct 12, 2022
INTCIntel	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 151.0%+28.2 pts vs S&P	Filing for INTC on Oct 12, 2022
INTUIntuit	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▼ 7.3%−130.1 pts vs S&P	Filing for INTU on Oct 12, 2022
ISRGIntuitive Surgical	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 137.1%+14.3 pts vs S&P	Filing for ISRG on Oct 12, 2022
INVHInvitation Homes	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▼ 3.9%−126.6 pts vs S&P	Filing for INVH on Oct 12, 2022
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 83.1%−39.6 pts vs S&P	Filing for JNJ on Oct 12, 2022
KMBKimberly-Clark	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 10.5%−112.2 pts vs S&P	Filing for KMB on Oct 12, 2022
LRCXLam Research	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 636.8%+514.1 pts vs S&P	Filing for LRCX on Oct 12, 2022
MAMastercard	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 133.9%+11.2 pts vs S&P	Filing for MA on Oct 12, 2022
MCDMcDonald's	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 21.6%−101.1 pts vs S&P	Filing for MCD on Oct 12, 2022
MDTMedtronic	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 40.5%−82.3 pts vs S&P	Filing for MDT on Oct 12, 2022
METAMeta Platforms	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 390.2%+267.5 pts vs S&P	Filing for META on Oct 12, 2022
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 139.0%+16.3 pts vs S&P	Filing for MSFT on Oct 12, 2022
NKENike, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▼ 53.1%−175.8 pts vs S&P	Filing for NKE on Oct 12, 2022
NVDANVIDIA Corporation	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 1704.6%+1581.9 pts vs S&P	Filing for NVDA on Oct 12, 2022
ORCLOracle Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 106.8%−16.0 pts vs S&P	Filing for ORCL on Oct 12, 2022
PFEPfizer	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▼ 10.1%−132.9 pts vs S&P	Filing for PFE on Oct 12, 2022
PPLPPL Corporation	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 70.3%−52.5 pts vs S&P	Filing for PPL on Oct 12, 2022
PGProcter & Gamble	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 45.3%−77.4 pts vs S&P	Filing for PG on Oct 12, 2022
QCOMQualcomm	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 65.6%−57.1 pts vs S&P	Filing for QCOM on Oct 12, 2022
SPGIS&P Global	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 74.8%−48.0 pts vs S&P	Filing for SPGI on Oct 12, 2022
CRMSalesforce	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 59.1%−63.6 pts vs S&P	Filing for CRM on Oct 12, 2022
TSLATesla, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 82.9%−39.8 pts vs S&P	Filing for TSLA on Oct 12, 2022
TXNTexas Instruments	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	—	Filing for TXN on Oct 12, 2022
TMOThermo Fisher Scientific	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 41.1%−81.7 pts vs S&P	Filing for TMO on Oct 12, 2022
UPSUnited Parcel Service	Sale (full)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▼ 15.9%−138.6 pts vs S&P	Filing for UPS on Oct 12, 2022
UNHUnitedHealth Group	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▼ 13.2%−135.9 pts vs S&P	Filing for UNH on Oct 12, 2022
VZVerizon	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 64.7%−58.1 pts vs S&P	Filing for VZ on Oct 12, 2022
VVisa Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 143.5%+20.8 pts vs S&P	Filing for V on Oct 12, 2022
WELLWelltower	Purchase$1,001 - $15,000 · Spouse	Nov 10, 2022	Oct 12, 2022	▲ 355.2%+232.4 pts vs S&P	Filing for WELL on Oct 12, 2022
ABBVAbbVie	Purchase$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▲ 133.0%+39.0 pts vs S&P	Filing for ABBV on Sep 12, 2022
AMZNAmazon	Sale (partial)$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▲ 84.7%−9.4 pts vs S&P	Filing for AMZN on Sep 12, 2022
TAT&T	Purchase$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▲ 54.3%−39.7 pts vs S&P	Filing for T on Sep 12, 2022
AVGOBroadcom	Sale (partial)$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▲ 571.5%+477.5 pts vs S&P	Filing for AVGO on Sep 12, 2022
CHTRCharter Communications	Purchase$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▼ 71.8%−165.9 pts vs S&P	Filing for CHTR on Sep 12, 2022
CMCSAComcast	Sale (full)$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▼ 17.3%−111.3 pts vs S&P	Filing for CMCSA on Sep 12, 2022
ISRGIntuitive Surgical	Purchase$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▲ 99.0%+4.9 pts vs S&P	Filing for ISRG on Sep 12, 2022
JNJJohnson & Johnson	Sale (partial)$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▲ 79.9%−14.2 pts vs S&P	Filing for JNJ on Sep 12, 2022
MRKMerck & Co.	Purchase$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▲ 84.9%−9.1 pts vs S&P	Filing for MRK on Sep 12, 2022
MSFTMicrosoft Corporation	Sale (partial)$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▲ 102.3%+8.3 pts vs S&P	Filing for MSFT on Sep 12, 2022
PFEPfizer	Sale (partial)$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▼ 20.9%−115.0 pts vs S&P	Filing for PFE on Sep 12, 2022
PGProcter & Gamble	Sale (partial)$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▲ 28.1%−65.9 pts vs S&P	Filing for PG on Sep 12, 2022
TSLATesla, Inc.	Sale (partial)$1,001 - $15,000 · Spouse	Oct 11, 2022	Sep 12, 2022	▲ 30.5%−63.5 pts vs S&P	Filing for TSLA on Sep 12, 2022
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	Sep 14, 2022	Aug 5, 2022	▲ 139.8%+47.0 pts vs S&P	Filing for GOOGL on Aug 5, 2022
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	Sep 14, 2022	Aug 5, 2022	▲ 139.8%+47.0 pts vs S&P	Filing for GOOGL on Aug 5, 2022
AMZNAmazon	Purchase$1,001 - $15,000 · Spouse	Sep 14, 2022	Aug 5, 2022	▲ 79.0%−13.9 pts vs S&P	Filing for AMZN on Aug 5, 2022
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Sep 14, 2022	Aug 5, 2022	▲ 104.1%+11.2 pts vs S&P	Filing for AAPL on Aug 5, 2022
TAT&T	Sale (full)$1,001 - $15,000 · Spouse	Sep 14, 2022	Aug 5, 2022	▲ 46.2%−46.7 pts vs S&P	Filing for T on Aug 5, 2022

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	−1.1%	−0.9%	43%	403	−0.4% (403)
Purchases	90 days	−0.5%	−0.4%	48%	403	−0.9% (403)
Sales	30 days	+0.9%	−0.1%	50%	295	−0.3% (295)
Sales	90 days	+2.2%	+2.3%	59%	295	−0.7% (295)

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 Apr 21, 2025 0 stock or option trades
Report filed Jan 27, 2025 0 stock or option trades
Report filed Nov 5, 2024 0 stock or option trades
Report filed Oct 5, 2024 0 stock or option trades
Report filed Sep 4, 2024 2 stock or option trades · PFE, SBUX
Report filed Aug 16, 2024 68 stock or option trades · ABT, ABBV, ACN, APD, GOOGL, AMGN, AON, AAPL, CAT, CNC, CB, CME
Report filed Jul 6, 2024 1 stock or option trade · WU
Report filed May 22, 2024 0 stock or option trades
Report filed May 3, 2024 0 stock or option trades
Report filed Mar 4, 2024 0 stock or option trades
Report filed Feb 6, 2024 84 stock or option trades · ABT, ABBV, ACN, GOOGL, AMGN, AON, AAPL, CAT, CB, CFG, CME, COST
Report filed Jan 12, 2024 18 stock or option trades · CFG, EL, MDT, PYPL, PFE, DIS
Report filed Dec 6, 2023 0 stock or option trades
Report filed Sep 8, 2023 0 stock or option trades
Report filed Aug 2, 2023 1 stock or option trade · BX
Report filed May 19, 2023 57 stock or option trades · ABT, ABBV, ACN, GOOGL, AMGN, AON, AAPL, CAT, CNC, CB, CFG, EL
Report filed Apr 11, 2023 1 stock or option trade · ECL
Report filed Jan 10, 2023 0 stock or option trades
Report filed Nov 10, 2022 54 stock or option trades · MMM, ACN, ADBE, GOOGL, AMZN, AEE, AEP, AMT, AMGN, AAPL, AMAT, T
Report filed Oct 11, 2022 13 stock or option trades · ABBV, AMZN, T, AVGO, CHTR, CMCSA, ISRG, JNJ, MRK, MSFT, PFE, PG
Report filed Sep 14, 2022 79 stock or option trades · GOOGL, MO, AMZN, AMCR, AIG, AMP, AMGN, APA, AAPL, T, AZO, BAC
Report filed Sep 11, 2022 0 stock or option trades
Report filed Aug 10, 2022 199 stock or option trades · ABT, ABBV, ACN, ADBE, APD, ALLY, GOOGL, MO, AMZN, AMCR, AIG, AMP
Report filed Jul 26, 2022 0 stock or option trades
Report filed Jul 7, 2022 18 stock or option trades · ADBE, ALGN, AMT, ASML, BX, CMG, CME, EQIX, ILMN, ISRG, MTCH, NFLX
Report filed Jun 6, 2022 7 stock or option trades · AMZN, AMT, ASML, CME, EL, NOW, V
Report filed May 4, 2022 6 stock or option trades · ASML, C, NOW, V
Report filed Apr 7, 2022 5 stock or option trades · ASML, CME, EQIX, PYPL, NOW
Report filed Mar 4, 2022 7 stock or option trades · ADBE, ISRG, META, NFLX, NVDA, NOW, SNAP
Report filed Feb 11, 2022 54 stock or option trades · ADBE, AMZN, BIIB, CMG, CME, EL, ILMN, INTU, ISRG, MTCH, META, MSFT
Report filed Nov 5, 2021 9 stock or option trades · APD, LMT, PG, WMT, DIS
Report filed May 6, 2021 20 stock or option trades · ABBV, ACN, GOOGL, AMGN, AON, CAT, CNC, EL, INTU, JNJ, LRCX, MSFT
Report filed Mar 4, 2021 0 stock or option trades
Report filed Feb 4, 2021 37 stock or option trades · APD, GOOGL, AMGN, AAPL, CAT, CNC, CB, CFG, CME, EL, EXPD, GIS

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