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Kevin Hern: stock trades

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

Activity

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

Kevin Hern: purchases and sales per month
0 20 40 60 80 Dec 2024: 2 purchases Dec 2024: 6 sales Dec Jan 2025: 0 purchases Jan 2025: 0 sales Feb 2025: 0 purchases Feb 2025: 0 sales Mar 2025: 0 purchases Mar 2025: 0 sales Mar Apr 2025: 0 purchases Apr 2025: 0 sales May 2025: 0 purchases May 2025: 0 sales Jun 2025: 0 purchases Jun 2025: 0 sales Jun Jul 2025: 0 purchases Jul 2025: 0 sales Aug 2025: 0 purchases Aug 2025: 0 sales Sep 2025: 0 purchases Sep 2025: 4 sales Sep Oct 2025: 0 purchases Oct 2025: 11 sales Nov 2025: 0 purchases Nov 2025: 0 sales Dec 2025: 0 purchases Dec 2025: 1 sales Dec Jan 2026: 0 purchases Jan 2026: 0 sales Feb 2026: 0 purchases Feb 2026: 0 sales Mar 2026: 0 purchases Mar 2026: 16 sales Mar Apr 2026: 0 purchases Apr 2026: 0 sales May 2026: 0 purchases May 2026: 0 sales Jun 2026: 0 purchases Jun 2026: 0 sales Jun Jul 2026: 0 purchases Jul 2026: 0 sales Aug 2026: 2 purchases Aug 2026: 66 sales Sep 2026: 0 purchases Sep 2026: 73 sales Sep Oct 2026: 0 purchases Oct 2026: 4 sales Nov 2026: 0 purchases Nov 2026: 0 sales
Show as a table
MonthPurchasesSales
Dec 202426
Jan 202500
Feb 202500
Mar 202500
Apr 202500
May 202500
Jun 202500
Jul 202500
Aug 202500
Sep 202504
Oct 2025011
Nov 202500
Dec 202501
Jan 202600
Feb 202600
Mar 2026016
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 2026266
Sep 2026073
Oct 202604
Nov 202600
Trades, 24 months
185
Purchases
4
Sales
181
In 2026
161

Top sectors

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

  • Technology19% of trades 130
  • Industrials18% of trades 124
  • Energy17% of trades 116
  • Health Care15% of trades 104
  • Consumer Discretionary11% of trades 79
  • Financials8% of trades 53

Would copying Kevin Hern’s trades have beaten the S&P 500?

Copying Kevin Hern’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on May 14, 2019 into $22,310 by November 2, 2026, against $29,782 in the S&P 500: +11.4% a year against +15.8%, with a beta of 0.95. Selling each purchase after 6 months instead would have made +11.4% a year. Six months after each report, the average share purchase was −0.3% against the S&P 500 (median −0.8%), and 47% beat it, well within what luck alone would produce. Measured from the trade date instead, the member’s own timing, the average was −0.5%. Reports arrived a median of 23 days after the trade. 2 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

$0$10.0k$20.0k$30.0k 20192020202120222023202420252026 $29.8k$22.3k
Copying Kevin HernS&P 500, buy and hold $10,000 copying Kevin Hern’s disclosed holdings from May 14, 2019, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate.
MeasuredTrades countedAverage vs S&P 500MedianWent the right wayt-statisticEvidence
Purchases, 3 months after the report 450 +0.9% −0.1% 50% 0.99 No reliable evidence
Purchases, 6 months after the report 450 −0.3% −0.8% 47% -0.27 No reliable evidence
Purchases, 3 months after the trade 450 −0.1% −0.5% 49% -0.21 No reliable evidence
Purchases, 6 months after the trade 450 −0.5% −0.9% 46% -0.55 No reliable evidence
Sales, 6 months after the report 104 +0.2% −1.6% 56% 0.05 No reliable evidence
Return a year, copying
+11.4%
S&P 500, same dates
+15.8%
Yearly swing (S&P 500)
20% (19%)
Sharpe ratio (S&P 500)
0.49 (0.70)
Biggest drop (S&P 500)
−35% (−34%)
Market sensitivity (beta)
0.95

“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 Kevin Hern 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.
HDThe Home Depot 27$225,027–$875,000 11$130,011–$425,000 Oct 15, 2019 Sep 23, 2026 ▲ 67.4%−111.4 pts vs S&P
DVNDevon Energy 26$166,026–$740,000 8$645,008–$1.5M Mar 31, 2021 Sep 23, 2026 ▲ 184.6%+79.9 pts vs S&P
TXNTexas Instruments 25$472,025–$1.3M 3$516,003–$1.1M Oct 15, 2019 Oct 14, 2026 —
ACNAccenture 22$319,022–$1M 4$366,004–$815,000 Oct 15, 2019 Mar 16, 2026 ▲ 53.3%−125.5 pts vs S&P
OKEOneok 24$38,024–$395,000 2$65,002–$150,000 Aug 14, 2019 Sep 4, 2026 —
MSFTMicrosoft Corporation 17$727,017–$1.7M 5$1.1M–$5.2M Oct 15, 2019 Aug 21, 2026 ▲ 292.3%+113.4 pts vs S&P
XOMExxonMobil 20$69,020–$385,000 2$101,002–$265,000 Aug 7, 2019 Aug 31, 2026 ▲ 248.0%+57.2 pts vs S&P
NEENextEra Energy 17$315,017–$825,000 4$32,004–$130,000 Jul 27, 2020 Oct 2, 2026 ▲ 42.0%−112.0 pts vs S&P
ROKRockwell Automation 16$314,016–$810,000 5$61,005–$215,000 Oct 15, 2019 Sep 17, 2026 ▲ 202.1%+23.3 pts vs S&P
LMTLockheed Martin 13$161,013–$515,000 7$91,007–$315,000 Oct 15, 2019 Sep 23, 2026 ▲ 102.1%−76.7 pts vs S&P
WMBWilliams Companies 19$132,019–$555,000 0 Mar 26, 2020 Jun 24, 2024 ▲ 608.9%+393.3 pts vs S&P
EMREmerson Electric 14$312,014–$780,000 3$31,003–$115,000 May 18, 2021 Sep 17, 2026 ▲ 96.1%−0.9 pts vs S&P
JNJJohnson & Johnson 15$313,015–$795,000 2$101,002–$265,000 Jul 27, 2020 Dec 31, 2024 ▲ 114.5%−39.5 pts vs S&P
JPMJPMorgan Chase 16$314,016–$810,000 1$1,001–$15,000 Oct 15, 2019 Apr 30, 2024 ▲ 237.7%+58.8 pts vs S&P
LINLinde plc 11$173,011–$520,000 4$46,004–$165,000 Aug 7, 2019 Sep 17, 2026 ▲ 198.9%+8.2 pts vs S&P
UNHUnitedHealth Group 12$310,012–$750,000 3$280,003–$600,000 Sep 2, 2021 Sep 23, 2026 ▲ 4.1%−74.3 pts vs S&P
RTXRTX Corporation 12$310,012–$750,000 1$1,001–$15,000 Jul 27, 2020 Jun 13, 2024 ▲ 283.6%+129.6 pts vs S&P
BSXBoston Scientific 5$118,005–$345,000 7$133,007–$345,000 May 20, 2021 Sep 9, 2026 ▲ 3.5%−91.9 pts vs S&P
HONHoneywell Technologies 8$355,008–$775,000 3$266,003–$565,000 Aug 7, 2019 Aug 31, 2026 ▲ 60.7%−130.1 pts vs S&P
INTCIntel 9$121,009–$340,000 2$51,002–$115,000 Aug 7, 2019 Dec 31, 2024 ▲ 47.5%−143.2 pts vs S&P
IQVIQVIA 5$118,005–$345,000 5$68,005–$195,000 May 18, 2021 Sep 14, 2026 ▲ 13.5%−83.5 pts vs S&P
VUZIVuzix Corp 5$68,005–$195,000 4$53,004–$145,000 May 18, 2021 Sep 3, 2026 ▼ 88.6%−185.6 pts vs S&P
AHCOAdapthealth Corp. 4$103,004–$295,000 4$53,004–$145,000 May 20, 2021 Apr 6, 2023 ▼ 75.4%−170.8 pts vs S&P
CBChubb Limited 6$119,006–$360,000 2$2,002–$30,000 Aug 7, 2019 Sep 23, 2026 ▲ 166.8%−24.0 pts vs S&P
ICLRIcon PLC 5$167,005–$430,000 3$116,003–$315,000 Aug 7, 2019 Aug 14, 2026 ▲ 33.8%−156.9 pts vs S&P
MDTMedtronic 4$117,004–$330,000 4$131,004–$365,000 Nov 7, 2019 Aug 24, 2026 ▲ 13.4%−157.0 pts vs S&P
ORLYO'Reilly Automotive 4$117,004–$330,000 4$32,004–$130,000 Nov 7, 2019 Sep 2, 2026 ▲ 207.0%+36.6 pts vs S&P
ADBEAdobe Inc. 4$302,004–$630,000 3$266,003–$565,000 Nov 7, 2019 Aug 14, 2026 ▼ 15.1%−185.5 pts vs S&P
DHRDanaher Corporation 4$67,004–$180,000 3$17,003–$80,000 Aug 7, 2019 Sep 2, 2026 ▲ 94.3%−96.5 pts vs S&P
ITWIllinois Tool Works 3$66,003–$165,000 4$95,004–$250,000 Oct 16, 2020 Sep 9, 2026 ▲ 59.4%−76.1 pts vs S&P
TJXTJX Companies 2$16,002–$65,000 5$33,005–$145,000 Jul 27, 2020 Sep 15, 2026 ▲ 186.2%+32.3 pts vs S&P
CLColgate-Palmolive 2$16,002–$65,000 4$4,004–$60,000 Aug 7, 2019 Sep 2, 2026 ▲ 60.7%−130.0 pts vs S&P
LOWLowe's 2$2,002–$30,000 4$4,004–$60,000 Nov 7, 2019 Sep 17, 2026 ▲ 115.7%−54.8 pts vs S&P
MRSHMarsh McLennan 0 6$203,006–$495,000 Aug 24, 2026 Sep 23, 2026 —
PGProcter & Gamble 3$17,003–$80,000 3$52,003–$130,000 Aug 7, 2019 Aug 24, 2026 ▲ 68.4%−122.4 pts vs S&P
AMZNAmazon 4$152,004–$380,000 1$1,001–$15,000 Nov 7, 2019 Jan 31, 2023 ▲ 181.8%+11.4 pts vs S&P
BABoeing 2$2,002–$30,000 3$17,003–$80,000 Apr 9, 2020 Aug 13, 2026 ▲ 14.4%−182.0 pts vs S&P
CDNSCadence Design Systems Inc 3$130,003–$350,000 2$30,002–$100,000 May 26, 2021 Sep 14, 2026 ▲ 156.1%+62.5 pts vs S&P
CMCSAComcast 2$2,002–$30,000 3$17,003–$80,000 Oct 15, 2019 Aug 5, 2026 ▼ 31.5%−210.4 pts vs S&P
COSTCostco 4$253,004–$545,000 1$1,001–$15,000 Nov 7, 2019 Jan 12, 2024 ▲ 268.6%+98.2 pts vs S&P
CRCrane Co 3$17,003–$80,000 2$51,002–$115,000 Oct 15, 2019 Aug 31, 2026 —
FSKFS KKR Capital Corp 3$3,003–$45,000 2$200,002–$500,000 Apr 2, 2019 Nov 26, 2021 ▲ 32.8%−161.4 pts vs S&P
KOThe Coca-Cola Company 4$18,004–$95,000 1$1,001–$15,000 Aug 7, 2019 Aug 31, 2026 ▲ 121.9%−68.8 pts vs S&P
MDLZMondelez International 2$2,002–$30,000 3$17,003–$80,000 Feb 14, 2020 Aug 5, 2026 ▲ 30.4%−115.3 pts vs S&P
NGLNGL Energy Partners LP 4$4,004–$60,000 1$15,001–$50,000 May 15, 2019 Feb 27, 2020 ▲ 41.6%−153.5 pts vs S&P
PRGSProgress Software Corp 3$66,003–$165,000 2$65,002–$150,000 May 26, 2021 Aug 31, 2026 ▲ 4.3%−89.4 pts vs S&P
PTCPTC Inc. 3$80,003–$200,000 2$100,002–$200,000 May 26, 2021 Sep 9, 2026 ▲ 46.2%−47.5 pts vs S&P
AGCOAGCO Corp 3$52,003–$130,000 1$50,001–$100,000 Nov 26, 2021 Dec 31, 2024 ▲ 10.6%−65.1 pts vs S&P
BLKBlackRock 3$17,003–$80,000 1$1,001–$15,000 Oct 15, 2019 Jan 31, 2023 ▲ 209.1%+30.2 pts vs S&P
ELThe Estée Lauder Companies 2$51,002–$115,000 2$16,002–$65,000 Aug 7, 2019 Aug 5, 2026 ▼ 36.8%−227.5 pts vs S&P
ICEIntercontinental Exchange 2$2,002–$30,000 2$2,002–$30,000 Feb 14, 2020 Jan 31, 2023 ▲ 92.2%−53.5 pts vs S&P
MCDMcDonald's 2$101,002–$265,000 2$101,002–$265,000 Oct 16, 2020 Oct 23, 2025 ▲ 31.5%−103.9 pts vs S&P
STXSeagate Technology 0 4$46,004–$165,000 Oct 6, 2025 Oct 23, 2026 —
TMOThermo Fisher Scientific 3$52,003–$130,000 1$1,001–$15,000 Nov 7, 2019 Jan 31, 2023 ▲ 142.2%−28.2 pts vs S&P
VVisa Inc. 3$52,003–$130,000 1$1,001–$15,000 Nov 7, 2019 Jan 31, 2023 ▲ 148.0%−22.4 pts vs S&P
BDXBecton Dickinson 1$1,001–$15,000 2$16,002–$65,000 Apr 9, 2020 Mar 17, 2026 ▲ 15.9%−180.4 pts vs S&P
CSXCSX Corporation 0 3$17,003–$80,000 Oct 28, 2025 Aug 31, 2026 —
CVXChevron Corporation 2$51,002–$115,000 1$15,001–$50,000 Oct 15, 2019 Sep 23, 2026 ▲ 163.2%−15.6 pts vs S&P
ECLEcolab 1$1,001–$15,000 2$16,002–$65,000 Apr 9, 2020 Jan 31, 2023 ▲ 81.6%−114.8 pts vs S&P
PHParker Hannifin 2$16,002–$65,000 1$1,001–$15,000 Jul 27, 2020 Jan 31, 2023 ▲ 452.0%+298.0 pts vs S&P

The 60 most traded of 113 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 713 trades; every trade is in the reports below. Click a column heading to sort.

Report
ASMLAsml Holding NV Sale (partial)$15,001 - $50,000 · Joint Oct 28, 2026 Oct 23, 2026 ▼ 2.3%−1.5 pts vs S&P Filing
STXSeagate Technology Sale (partial)$15,001 - $50,000 Oct 28, 2026 Oct 23, 2026 ▼ 4.0%−3.2 pts vs S&P Filing
TXNTexas Instruments Sale (partial)$15,001 - $50,000 · Joint Oct 28, 2026 Oct 14, 2026 — Filing
NEENextEra Energy Sale (full)$15,001 - $50,000 · Joint Oct 13, 2026 Oct 2, 2026 ▲ 9.4%+11.4 pts vs S&P Filing
CVXChevron Corporation Sale (partial)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 23, 2026 ▲ 9.8%+11.6 pts vs S&P Filing
CBChubb Limited Sale (full)$1,001 - $15,000 · Joint Oct 13, 2026 Sep 23, 2026 ▲ 9.4%+11.2 pts vs S&P Filing
DVNDevon Energy Sale (full)$50,001 - $100,000 · Joint Oct 13, 2026 Sep 23, 2026 ▼ 0.7%+1.1 pts vs S&P Filing
DVNDevon Energy Sale (partial)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 23, 2026 ▼ 0.7%+1.1 pts vs S&P Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 · Joint Oct 13, 2026 Sep 23, 2026 ▲ 11.8%+13.6 pts vs S&P Filing
LMTLockheed Martin Sale (partial)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 23, 2026 ▲ 22.3%+24.1 pts vs S&P Filing
LMTLockheed Martin Sale (full)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 23, 2026 ▲ 22.3%+24.1 pts vs S&P Filing
MRSHMarsh McLennan Sale (full)$50,001 - $100,000 · Joint Oct 13, 2026 Sep 23, 2026 ▲ 20.1%+21.9 pts vs S&P Filing
SBUXStarbucks Sale (full)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 23, 2026 ▲ 10.8%+12.6 pts vs S&P Filing
UNHUnitedHealth Group Sale (full)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 23, 2026 ▲ 8.2%+10.0 pts vs S&P Filing
EMREmerson Electric Sale (partial)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 17, 2026 ▲ 13.0%+13.9 pts vs S&P Filing
LINLinde plc Sale (partial)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 17, 2026 ▲ 12.0%+12.9 pts vs S&P Filing
LMTLockheed Martin Sale (partial)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 17, 2026 ▲ 19.3%+20.1 pts vs S&P Filing
LMTLockheed Martin Sale (partial)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 17, 2026 ▲ 19.3%+20.1 pts vs S&P Filing
LOWLowe's Sale (partial)$1,001 - $15,000 · Joint Oct 13, 2026 Sep 17, 2026 ▲ 10.3%+11.2 pts vs S&P Filing
MRSHMarsh McLennan Sale (partial)$50,001 - $100,000 · Joint Oct 13, 2026 Sep 17, 2026 ▲ 17.2%+18.1 pts vs S&P Filing
ROKRockwell Automation Sale (partial)$15,001 - $50,000 · Joint Oct 13, 2026 Sep 17, 2026 ▲ 9.3%+10.2 pts vs S&P Filing
CNPCenterPoint Energy Sale (full)$15,001 - $50,000 Sep 25, 2026 Sep 15, 2026 ▲ 11.5%+11.7 pts vs S&P Filing
STXSeagate Technology Sale (partial)$1,001 - $15,000 Sep 25, 2026 Sep 15, 2026 ▼ 21.5%−21.3 pts vs S&P Filing
STESteris Sale (full)$15,001 - $50,000 Sep 25, 2026 Sep 15, 2026 ▲ 10.1%+10.3 pts vs S&P Filing
TJXTJX Companies Sale (full)$1,001 - $15,000 Sep 25, 2026 Sep 15, 2026 ▲ 10.1%+10.3 pts vs S&P Filing
CDNSCadence Design Systems Inc Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 14, 2026 ▲ 16.4%+17.0 pts vs S&P Filing
DVNDevon Energy Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 14, 2026 ▼ 3.5%−2.8 pts vs S&P Filing
EMREmerson Electric Sale (partial)$1,001 - $15,000 · Joint Sep 25, 2026 Sep 14, 2026 ▲ 12.3%+13.0 pts vs S&P Filing
EMREmerson Electric Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 14, 2026 ▲ 12.3%+13.0 pts vs S&P Filing
HDThe Home Depot Sale (partial)$1,001 - $15,000 · Joint Sep 25, 2026 Sep 14, 2026 ▲ 6.7%+7.4 pts vs S&P Filing
HDThe Home Depot Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 14, 2026 ▲ 6.7%+7.4 pts vs S&P Filing
IQVIQVIA Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 14, 2026 ▼ 1.5%−0.8 pts vs S&P Filing
MRSHMarsh McLennan Sale (partial)$1,001 - $15,000 · Joint Sep 25, 2026 Sep 14, 2026 ▲ 13.4%+14.1 pts vs S&P Filing
NEENextEra Energy Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 14, 2026 ▲ 3.0%+3.6 pts vs S&P Filing
ROKRockwell Automation Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 14, 2026 ▲ 7.0%+7.7 pts vs S&P Filing
OKEOneok Exchange$500,001 - $1,000,000 · Joint Sep 25, 2026 Sep 11, 2026 — Filing
OKEOneok Exchange$100,001 - $250,000 · Joint Sep 25, 2026 Sep 11, 2026 — Filing
ETNEaton Corporation Sale (partial)$1,001 - $15,000 Sep 25, 2026 Sep 10, 2026 ▼ 4.0%−3.7 pts vs S&P Filing
HDThe Home Depot Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 10, 2026 ▲ 8.6%+8.8 pts vs S&P Filing
NVONovo Nordisk A S Sale (full)$1,001 - $15,000 Sep 25, 2026 Sep 10, 2026 — Filing
UNHUnitedHealth Group Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 10, 2026 ▲ 4.1%+4.3 pts vs S&P Filing
BSXBoston Scientific Sale (full)$50,001 - $100,000 · Joint Sep 25, 2026 Sep 9, 2026 ▼ 3.5%−2.6 pts vs S&P Filing
ITWIllinois Tool Works Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 9, 2026 ▲ 9.1%+10.0 pts vs S&P Filing
MRSHMarsh McLennan Sale (partial)$100,001 - $250,000 · Joint Sep 25, 2026 Sep 9, 2026 ▲ 15.7%+16.6 pts vs S&P Filing
PTCPTC Inc. Sale (full)$50,001 - $100,000 · Joint Sep 25, 2026 Sep 9, 2026 ▲ 50.7%+51.6 pts vs S&P Filing
AAPLApple Inc. Sale (partial)$1,001 - $15,000 · Dependent child Sep 25, 2026 Sep 8, 2026 ▲ 4.7%+6.0 pts vs S&P Filing
AAPLApple Inc. Sale (partial)$1,001 - $15,000 · Dependent child Sep 25, 2026 Sep 8, 2026 ▲ 4.7%+6.0 pts vs S&P Filing
IQVIQVIA Sale (full)$1,001 - $15,000 · Dependent child Sep 25, 2026 Sep 8, 2026 ▲ 1.0%+2.3 pts vs S&P Filing
BSXBoston Scientific Sale (partial)$50,001 - $100,000 · Joint Sep 25, 2026 Sep 4, 2026 ▼ 9.2%−7.3 pts vs S&P Filing
DVNDevon Energy Sale (partial)$100,001 - $250,000 · Joint Sep 25, 2026 Sep 4, 2026 ▼ 0.1%+1.7 pts vs S&P Filing
ITWIllinois Tool Works Sale (partial)$50,001 - $100,000 · Joint Sep 25, 2026 Sep 4, 2026 ▲ 6.6%+8.5 pts vs S&P Filing
OKEOneok Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 4, 2026 — Filing
BSXBoston Scientific Sale (full)$1,001 - $15,000 · Dependent child Sep 25, 2026 Sep 3, 2026 ▼ 7.5%−5.3 pts vs S&P Filing
BSXBoston Scientific Sale (full)$1,001 - $15,000 · Dependent child Sep 25, 2026 Sep 3, 2026 ▼ 7.5%−5.3 pts vs S&P Filing
BSXBoston Scientific Sale (full)$1,001 - $15,000 · Dependent child Sep 25, 2026 Sep 3, 2026 ▼ 7.5%−5.3 pts vs S&P Filing
IQVIQVIA Sale (full)$1,001 - $15,000 · Dependent child Sep 25, 2026 Sep 3, 2026 ▼ 3.6%−1.4 pts vs S&P Filing
VUZIVuzix Corp Sale (full)$1,001 - $15,000 · Dependent child Sep 25, 2026 Sep 3, 2026 ▼ 22.8%−20.5 pts vs S&P Filing
VUZIVuzix Corp Sale (full)$1,001 - $15,000 · Dependent child Sep 25, 2026 Sep 3, 2026 ▼ 22.8%−20.5 pts vs S&P Filing
CDNSCadence Design Systems Inc Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 5.9%+7.1 pts vs S&P Filing
CLColgate-Palmolive Sale (partial)$1,001 - $15,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 6.5%+7.7 pts vs S&P Filing
DHRDanaher Corporation Sale (partial)$1,001 - $15,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 9.8%+11.0 pts vs S&P Filing
DVNDevon Energy Sale (partial)$100,001 - $250,000 · Joint Sep 25, 2026 Sep 2, 2026 ▼ 2.1%−0.9 pts vs S&P Filing
HDThe Home Depot Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 4.9%+6.2 pts vs S&P Filing
ITWIllinois Tool Works Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 7.0%+8.3 pts vs S&P Filing
LINLinde plc Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 5.7%+6.9 pts vs S&P Filing
LMTLockheed Martin Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 20.7%+21.9 pts vs S&P Filing
LMTLockheed Martin Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 20.7%+21.9 pts vs S&P Filing
LOWLowe's Sale (partial)$1,001 - $15,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 7.2%+8.4 pts vs S&P Filing
MRSHMarsh McLennan Sale (partial)$1,001 - $15,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 8.9%+10.1 pts vs S&P Filing
NEENextEra Energy Sale (partial)$1,001 - $15,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 1.1%+2.3 pts vs S&P Filing
ORLYO'Reilly Automotive Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 3.6%+4.8 pts vs S&P Filing
ROKRockwell Automation Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 5.4%+6.6 pts vs S&P Filing
ROKRockwell Automation Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 5.4%+6.6 pts vs S&P Filing
SBUXStarbucks Sale (partial)$1,001 - $15,000 · Joint Sep 25, 2026 Sep 2, 2026 ▼ 2.3%−1.0 pts vs S&P Filing
TJXTJX Companies Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Sep 2, 2026 ▲ 4.4%+5.7 pts vs S&P Filing
BSXBoston Scientific Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Aug 31, 2026 ▼ 10.1%−8.7 pts vs S&P Filing
CBChubb Limited Purchase$1,001 - $15,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 8.6%+10.1 pts vs S&P Filing
KOThe Coca-Cola Company Purchase$1,001 - $15,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 7.7%+9.1 pts vs S&P Filing
CLColgate-Palmolive Sale (full)$1,001 - $15,000 Sep 25, 2026 Aug 31, 2026 ▲ 6.8%+8.3 pts vs S&P Filing
CRCrane Co Sale (full)$50,001 - $100,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 1.1%+2.5 pts vs S&P Filing
CXTCrane NXT, Co. Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 22.9%+24.3 pts vs S&P Filing
CSXCSX Corporation Sale (partial)$1,001 - $15,000 Sep 25, 2026 Aug 31, 2026 ▲ 0.8%+2.3 pts vs S&P Filing
DHRDanaher Corporation Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 7.9%+9.3 pts vs S&P Filing
DVNDevon Energy Sale (partial)$100,001 - $250,000 · Joint Sep 25, 2026 Aug 31, 2026 ▼ 1.1%+0.4 pts vs S&P Filing
DVNDevon Energy Sale (full)$15,001 - $50,000 Sep 25, 2026 Aug 31, 2026 ▼ 1.1%+0.4 pts vs S&P Filing
XOMExxonMobil Sale (partial)$100,001 - $250,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 10.4%+11.8 pts vs S&P Filing
FFord Motor Company Sale (full)$1,001 - $15,000 Sep 25, 2026 Aug 31, 2026 ▼ 12.4%−11.0 pts vs S&P Filing
HDThe Home Depot Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 2.0%+3.4 pts vs S&P Filing
HONHoneywell Technologies Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 4.8%+6.2 pts vs S&P Filing
ITWIllinois Tool Works Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 4.6%+6.0 pts vs S&P Filing
LINLinde plc Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 5.3%+6.7 pts vs S&P Filing
NVONovo Nordisk A S Sale (partial)$1,001 - $15,000 Sep 25, 2026 Aug 31, 2026 — Filing
OKEOneok Sale (partial)$50,001 - $100,000 · Joint Sep 25, 2026 Aug 31, 2026 — Filing
ORLYO'Reilly Automotive Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 1.5%+2.9 pts vs S&P Filing
PRGSProgress Software Corp Sale (full)$15,001 - $50,000 · Joint Sep 25, 2026 Aug 31, 2026 ▼ 4.2%−2.7 pts vs S&P Filing
PTCPTC Inc. Sale (full)$50,001 - $100,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 24.7%+26.2 pts vs S&P Filing
TJXTJX Companies Sale (partial)$15,001 - $50,000 · Joint Sep 25, 2026 Aug 31, 2026 ▲ 2.4%+3.9 pts vs S&P Filing
CLColgate-Palmolive Sale (partial)$1,001 - $15,000 Sep 25, 2026 Aug 27, 2026 ▲ 5.5%+7.5 pts vs S&P Filing
CSXCSX Corporation Sale (partial)$1,001 - $15,000 Sep 25, 2026 Aug 27, 2026 ▼ 0.9%+1.0 pts vs S&P Filing
HDThe Home Depot Sale (full)$1,001 - $15,000 Sep 25, 2026 Aug 27, 2026 ▲ 1.7%+3.7 pts vs S&P Filing
PBAPembina Pipeline Corp Sale (full)$15,001 - $50,000 Sep 25, 2026 Aug 27, 2026 — Filing
TJXTJX Companies Sale (partial)$1,001 - $15,000 Sep 25, 2026 Aug 27, 2026 ▲ 2.2%+4.2 pts vs S&P Filing
WMTWalmart Sale (partial)$1,001 - $15,000 Sep 25, 2026 Aug 27, 2026 ▲ 21.6%+23.6 pts vs S&P Filing
HDThe Home Depot Sale (partial)$50,001 - $100,000 · Joint Sep 1, 2026 Aug 24, 2026 ▼ 0.9%+0.1 pts vs S&P Filing
LOWLowe's Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 24, 2026 ▼ 1.2%−0.3 pts vs S&P Filing
MRSHMarsh McLennan Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 24, 2026 ▲ 5.1%+6.1 pts vs S&P Filing
MDTMedtronic Sale (full)$15,001 - $50,000 · Joint Sep 1, 2026 Aug 24, 2026 ▲ 7.3%+8.3 pts vs S&P Filing
PGProcter & Gamble Sale (full)$50,001 - $100,000 · Joint Sep 1, 2026 Aug 24, 2026 ▲ 11.1%+12.1 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$15,001 - $50,000 · Joint Sep 1, 2026 Aug 21, 2026 ▲ 8.1%+9.3 pts vs S&P Filing
VLTOVeralto Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 21, 2026 ▲ 18.1%+19.4 pts vs S&P Filing
CLColgate-Palmolive Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 19, 2026 ▲ 5.6%+7.3 pts vs S&P Filing
HONAHoneywell Aerospace Sale (full)$15,001 - $50,000 · Joint Sep 1, 2026 Aug 19, 2026 ▼ 7.4%−5.7 pts vs S&P Filing
BUDAnheuser-busch Inbev SA Sale (full)$1,001 - $15,000 Sep 1, 2026 Aug 18, 2026 — Filing
BIIBBiogen Sale (full)$1,001 - $15,000 Sep 1, 2026 Aug 18, 2026 ▲ 17.1%+18.6 pts vs S&P Filing
KMBKimberly-Clark Sale (full)$1,001 - $15,000 Sep 1, 2026 Aug 18, 2026 ▼ 0.1%+1.4 pts vs S&P Filing
ADBEAdobe Inc. Sale (partial)$15,001 - $50,000 · Joint Sep 1, 2026 Aug 14, 2026 ▼ 6.5%−3.9 pts vs S&P Filing
CARRCarrier Global Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 14, 2026 ▼ 11.6%−9.0 pts vs S&P Filing
ICLRIcon PLC Sale (partial)$15,001 - $50,000 · Joint Sep 1, 2026 Aug 14, 2026 ▲ 26.0%+28.7 pts vs S&P Filing
VLTOVeralto Sale (partial)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 14, 2026 ▲ 19.4%+22.1 pts vs S&P Filing
BABoeing Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 13, 2026 ▼ 24.6%−21.8 pts vs S&P Filing
BABoeing Sale (full)$15,001 - $50,000 · Joint Sep 1, 2026 Aug 13, 2026 ▼ 24.6%−21.8 pts vs S&P Filing
GAPGAP Inc Sale (full)$1,001 - $15,000 Sep 1, 2026 Aug 13, 2026 ▲ 7.7%+10.6 pts vs S&P Filing
HRLHormel Foods Sale (full)$1,001 - $15,000 Sep 1, 2026 Aug 13, 2026 ▼ 11.7%−8.9 pts vs S&P Filing
NKENike, Inc. Sale (partial)$1,001 - $15,000 Sep 1, 2026 Aug 13, 2026 ▼ 6.3%−3.4 pts vs S&P Filing
WATWaters Corporation Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 13, 2026 ▲ 11.6%+14.5 pts vs S&P Filing
OTISOtis Worldwide Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 10, 2026 ▲ 6.2%+8.4 pts vs S&P Filing
VLTOVeralto Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 10, 2026 ▲ 20.1%+22.3 pts vs S&P Filing
DISThe Walt Disney Company Sale (full)$15,001 - $50,000 · Joint Sep 1, 2026 Aug 10, 2026 ▲ 10.7%+12.9 pts vs S&P Filing
ALCAlcon Inc Sale (full)$1,001 - $15,000 Sep 1, 2026 Aug 5, 2026 — Filing
PGProcter & Gamble Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 5, 2026 ▲ 10.9%+12.7 pts vs S&P Filing
SOLSSolstice Advanced Materials Inc. Sale (full)$1,001 - $15,000 · Joint Sep 1, 2026 Aug 5, 2026 ▼ 1.0%+0.8 pts vs S&P Filing
OGNOrganon & Co. Sale (full)$1,001 - $15,000 · Joint Aug 12, 2026 Aug 5, 2026 ▲ 2.2%+4.0 pts vs S&P Filing
VSNTVersant Media Group, Inc. Sale (full)$1,001 - $15,000 · Joint Aug 12, 2026 Aug 5, 2026 ▼ 7.2%−5.4 pts vs S&P Filing
CMCSAComcast Sale (full)$1,001 - $15,000 · Joint Aug 10, 2026 Aug 5, 2026 ▼ 2.9%−1.1 pts vs S&P Filing
ELThe Estée Lauder Companies Sale (full)$1,001 - $15,000 · Joint Aug 10, 2026 Aug 5, 2026 ▲ 21.3%+23.1 pts vs S&P Filing
KVUEKenvue Sale (full)$1,001 - $15,000 · Joint Aug 10, 2026 Aug 5, 2026 ▲ 0.5%+2.0 pts vs S&P Filing
MDLZMondelez International Sale (full)$1,001 - $15,000 · Joint Aug 10, 2026 Aug 5, 2026 ▲ 5.4%+7.2 pts vs S&P Filing
OGNOrganon & Co. Sale (full)$1,001 - $15,000 · Joint Aug 10, 2026 Aug 5, 2026 ▲ 2.2%+4.0 pts vs S&P Filing
VSNTVersant Media Group, Inc. Sale (full)$1,001 - $15,000 · Joint Aug 10, 2026 Aug 5, 2026 ▼ 7.2%−5.4 pts vs S&P Filing
XOMExxonMobil Exchange$100,001 - $250,000 · Joint Jul 16, 2026 Jul 2, 2026 — Filing
XOMExxonMobil Exchange$100,001 - $250,000 · Joint Jul 16, 2026 Jul 2, 2026 — Filing
DVNDevon Energy Exchange$15,001 - $50,000 Jun 2, 2026 May 8, 2026 — Filing
DVNDevon Energy Exchange$15,001 - $50,000 · Joint Jun 2, 2026 May 8, 2026 — Filing
MDTMedtronic Sale (full)$15,001 - $50,000 · Joint Apr 3, 2026 Mar 20, 2026 ▲ 17.7%+0.8 pts vs S&P Filing
PLDPrologis Sale (full)$50,001 - $100,000 · Joint Apr 3, 2026 Mar 20, 2026 ▲ 2.0%−14.8 pts vs S&P Filing
TROWT. Rowe Price Sale (full)$15,001 - $50,000 · Joint Apr 3, 2026 Mar 20, 2026 ▲ 25.7%+8.9 pts vs S&P Filing
SMASmartstop Self Storage Reit, Inc. Sale (full)$500,001 - $1,000,000 · Joint Apr 3, 2026 Mar 18, 2026 ▲ 18.6%+3.7 pts vs S&P Filing
TXNTexas Instruments Sale (full)$500,001 - $1,000,000 · Joint Apr 3, 2026 Mar 18, 2026 — Filing
BDXBecton Dickinson Sale (full)$15,001 - $50,000 · Joint Apr 3, 2026 Mar 17, 2026 ▲ 23.5%+10.2 pts vs S&P Filing
CTSHCognizant Sale (full)$15,001 - $50,000 · Joint Apr 3, 2026 Mar 17, 2026 ▲ 5.2%−8.1 pts vs S&P Filing
CMCSAComcast Sale (full)$15,001 - $50,000 · Joint Apr 3, 2026 Mar 17, 2026 ▼ 18.1%−31.4 pts vs S&P Filing
IVZInvesco Sale (full)$15,001 - $50,000 · Joint Apr 3, 2026 Mar 17, 2026 ▲ 20.3%+7.0 pts vs S&P Filing
KVUEKenvue Sale (full)$15,001 - $50,000 · Joint Apr 3, 2026 Mar 17, 2026 ▲ 12.5%−1.0 pts vs S&P Filing
ACNAccenture Sale (full)$250,001 - $500,000 · Joint Apr 3, 2026 Mar 16, 2026 ▲ 31.2%+17.6 pts vs S&P Filing
IQVIQVIA Sale (full)$50,001 - $100,000 · Joint Apr 3, 2026 Mar 16, 2026 ▲ 58.8%+45.2 pts vs S&P Filing
PRGSProgress Software Corp Sale (full)$50,001 - $100,000 · Joint Apr 3, 2026 Mar 16, 2026 ▲ 31.9%+18.4 pts vs S&P Filing
ICLRIcon PLC Sale (full)$100,001 - $250,000 · Joint Apr 3, 2026 Mar 5, 2026 ▲ 85.9%+74.4 pts vs S&P Filing
WATWaters Corporation Exchange$1,001 - $15,000 · Joint Mar 6, 2026 Feb 9, 2026 — Filing
UNHUnitedHealth Group Sale (full)$250,001 - $500,000 · Joint Jan 22, 2026 Dec 23, 2025 ▲ 26.1%+15.7 pts vs S&P Filing
BSXBoston Scientific Sale (partial)$15,001 - $50,000 · Joint Nov 16, 2025 Oct 28, 2025 ▼ 57.0%−68.0 pts vs S&P Filing
CSXCSX Corporation Sale (partial)$15,001 - $50,000 Nov 16, 2025 Oct 28, 2025 ▲ 44.6%+33.6 pts vs S&P Filing
HDThe Home Depot Sale (partial)$1,001 - $15,000 Nov 16, 2025 Oct 28, 2025 ▼ 11.6%−22.5 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$15,001 - $50,000 · Joint Nov 16, 2025 Oct 28, 2025 ▼ 2.9%−13.8 pts vs S&P Filing
ORLYO'Reilly Automotive Sale (partial)$1,001 - $15,000 · Joint Nov 16, 2025 Oct 28, 2025 ▼ 6.4%−17.4 pts vs S&P Filing
STXSeagate Technology Sale (partial)$15,001 - $50,000 Nov 16, 2025 Oct 28, 2025 ▲ 173.2%+162.2 pts vs S&P Filing
ACNAccenture Sale (full)$100,001 - $250,000 · Joint Nov 16, 2025 Oct 27, 2025 ▲ 4.3%−6.9 pts vs S&P Filing
MCDMcDonald's Sale (full)$1,001 - $15,000 · Joint Nov 16, 2025 Oct 23, 2025 ▼ 12.3%−25.8 pts vs S&P Filing
MCDMcDonald's Sale (full)$100,001 - $250,000 · Joint Nov 16, 2025 Oct 23, 2025 ▼ 12.3%−25.8 pts vs S&P Filing
ETNEaton Corporation Sale (partial)$15,001 - $50,000 Nov 16, 2025 Oct 6, 2025 ▲ 4.5%−9.0 pts vs S&P Filing
STXSeagate Technology Sale (partial)$15,001 - $50,000 Nov 16, 2025 Oct 6, 2025 ▲ 150.8%+137.4 pts vs S&P Filing
ACNAccenture Sale (partial)$15,001 - $50,000 · Joint Oct 16, 2025 Sep 26, 2025 ▲ 9.4%−5.7 pts vs S&P Filing
HDThe Home Depot Sale (partial)$15,001 - $50,000 · Joint Oct 16, 2025 Sep 26, 2025 ▼ 16.8%−32.0 pts vs S&P Filing
MSFTMicrosoft Corporation Sale (partial)$15,001 - $50,000 · Joint Oct 16, 2025 Sep 26, 2025 ▲ 2.9%−12.2 pts vs S&P Filing
AGCOAGCO Corp Sale (full)$50,001 - $100,000 · Joint Jan 15, 2025 Dec 31, 2024 ▲ 21.9%−9.3 pts vs S&P Filing
DVNDevon Energy Sale (partial)$250,001 - $500,000 · Joint Jan 15, 2025 Dec 31, 2024 ▲ 52.6%+21.4 pts vs S&P Filing
DXCMDexcom Sale (full)$50,001 - $100,000 · Joint Jan 15, 2025 Dec 31, 2024 ▲ 6.9%−24.3 pts vs S&P Filing
ELThe Estée Lauder Companies Sale (full)$15,001 - $50,000 · Joint Jan 15, 2025 Dec 31, 2024 ▲ 44.2%+13.0 pts vs S&P Filing
INTCIntel Sale (full)$50,001 - $100,000 · Joint Jan 15, 2025 Dec 31, 2024 ▲ 201.7%+170.5 pts vs S&P Filing
JNJJohnson & Johnson Sale (full)$100,001 - $250,000 · Joint Jan 15, 2025 Dec 31, 2024 ▲ 92.6%+61.4 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Jan 15, 2025 Dec 12, 2024 ▼ 16.1%−43.8 pts vs S&P Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Jan 15, 2025 Dec 10, 2024 ▲ 66.7%+38.8 pts vs S&P Filing
MCDMcDonald's Purchase$100,001 - $250,000 · Joint Nov 15, 2024 Oct 29, 2024 ▼ 6.6%−39.3 pts vs S&P Filing
CBChubb Limited Purchase$1,001 - $15,000 · Joint Aug 10, 2024 Jul 8, 2024 ▲ 48.2%+8.8 pts vs S&P Filing
DVNDevon Energy Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 28, 2024 ▲ 7.2%−35.0 pts vs S&P Filing
DVNDevon Energy Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 28, 2024 ▲ 7.2%−35.0 pts vs S&P Filing
LMTLockheed Martin Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 28, 2024 ▲ 45.7%+3.5 pts vs S&P Filing
UNHUnitedHealth Group Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 25, 2024 ▼ 12.7%−54.8 pts vs S&P Filing
WMBWilliams Companies Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 24, 2024 ▲ 82.4%+39.9 pts vs S&P Filing
LINLinde plc Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 21, 2024 ▲ 19.4%−22.7 pts vs S&P Filing
AGCOAGCO Corp Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 20, 2024 ▲ 13.6%−28.3 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 17, 2024 ▲ 24.1%−17.8 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 13, 2024 ▲ 1.0%−42.1 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 13, 2024 ▲ 1.0%−42.1 pts vs S&P Filing
RTXRTX Corporation Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 13, 2024 ▲ 101.8%+58.7 pts vs S&P Filing
EMREmerson Electric Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 10, 2024 ▲ 59.0%+14.1 pts vs S&P Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 10, 2024 ▲ 68.8%+23.9 pts vs S&P Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 10, 2024 ▲ 68.8%+23.9 pts vs S&P Filing
ROKRockwell Automation Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 10, 2024 ▲ 81.9%+37.0 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Jul 15, 2024 Jun 4, 2024 ▲ 91.4%+44.5 pts vs S&P Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Jun 7, 2024 May 21, 2024 — Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Jun 7, 2024 May 21, 2024 — Filing
ACNAccenture Purchase$1,001 - $15,000 · Joint Jun 7, 2024 May 17, 2024 ▼ 11.9%−58.5 pts vs S&P Filing
OKEOneok Purchase$1,001 - $15,000 · Joint Jun 7, 2024 May 15, 2024 — Filing
OKEOneok Purchase$1,001 - $15,000 · Joint Jun 7, 2024 May 15, 2024 — Filing
XOMExxonMobil Exchange$100,001 - $250,000 · Joint Jun 7, 2024 May 3, 2024 — Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Joint May 12, 2024 Apr 30, 2024 ▲ 85.0%+30.3 pts vs S&P Filing
LMTLockheed Martin Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 29, 2024 ▲ 51.3%+2.7 pts vs S&P Filing
DVNDevon Energy Purchase$15,001 - $50,000 · Joint Apr 12, 2024 Mar 28, 2024 ▲ 2.1%−46.4 pts vs S&P Filing
DVNDevon Energy Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 28, 2024 ▲ 2.1%−46.4 pts vs S&P Filing
LINLinde plc Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 28, 2024 ▲ 14.2%−34.2 pts vs S&P Filing
WMBWilliams Companies Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 25, 2024 ▲ 108.2%+58.9 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 21, 2024 ▼ 10.5%−59.1 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 21, 2024 ▼ 10.5%−59.1 pts vs S&P Filing
RTXRTX Corporation Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 21, 2024 ▲ 126.2%+77.6 pts vs S&P Filing
UNHUnitedHealth Group Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 19, 2024 ▼ 13.9%−64.5 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 15, 2024 ▲ 50.3%−2.0 pts vs S&P Filing
EMREmerson Electric Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 11, 2024 ▲ 58.4%+6.1 pts vs S&P Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 11, 2024 ▲ 76.5%+24.2 pts vs S&P Filing
ROKRockwell Automation Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 11, 2024 ▲ 63.8%+11.5 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Apr 12, 2024 Mar 5, 2024 ▲ 78.3%+24.7 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 · Joint Mar 12, 2024 Feb 20, 2024 ▼ 26.0%−82.8 pts vs S&P Filing
OKEOneok Purchase$1,001 - $15,000 · Joint Mar 12, 2024 Feb 14, 2024 — Filing
OKEOneok Purchase$1,001 - $15,000 · Joint Mar 12, 2024 Feb 14, 2024 — Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Mar 12, 2024 Feb 13, 2024 — Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Mar 12, 2024 Feb 13, 2024 — Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Joint Feb 11, 2024 Jan 31, 2024 ▲ 104.6%+43.3 pts vs S&P Filing
COSTCostco Purchase$1,001 - $15,000 · Joint Feb 11, 2024 Jan 12, 2024 ▲ 52.2%−11.2 pts vs S&P Filing
VUZIVuzix Corp Sale (full)$1,001 - $15,000 · Dependent child Feb 11, 2024 Jan 2, 2024 ▼ 12.3%−77.1 pts vs S&P Filing
DVNDevon Energy Purchase$15,001 - $50,000 · Joint Jan 13, 2024 Dec 29, 2023 ▲ 14.1%−49.7 pts vs S&P Filing
DVNDevon Energy Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 29, 2023 ▲ 14.1%−49.7 pts vs S&P Filing
LMTLockheed Martin Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 29, 2023 ▲ 52.3%−11.5 pts vs S&P Filing
WMBWilliams Companies Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 26, 2023 ▲ 129.5%+65.8 pts vs S&P Filing
LINLinde plc Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 18, 2023 ▲ 30.1%−35.0 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 15, 2023 ▲ 48.2%−17.7 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 14, 2023 ▲ 1.2%−64.5 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 14, 2023 ▲ 1.2%−64.5 pts vs S&P Filing
RTXRTX Corporation Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 14, 2023 ▲ 162.2%+96.6 pts vs S&P Filing
UNHUnitedHealth Group Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 12, 2023 ▼ 21.9%−90.4 pts vs S&P Filing
EMREmerson Electric Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 11, 2023 ▲ 94.5%+25.3 pts vs S&P Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 11, 2023 ▲ 95.0%+25.8 pts vs S&P Filing
ROKRockwell Automation Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 11, 2023 ▲ 67.5%−1.8 pts vs S&P Filing
CCLDCarecloud, Inc. Sale (full)$1,001 - $15,000 · Dependent child Jan 13, 2024 Dec 8, 2023 ▲ 67.5%−2.4 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Jan 13, 2024 Dec 5, 2023 ▲ 81.2%+10.0 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 · Joint Dec 7, 2023 Nov 15, 2023 ▼ 17.2%−91.1 pts vs S&P Filing
OKEOneok Purchase$1,001 - $15,000 · Joint Dec 7, 2023 Nov 14, 2023 — Filing
OKEOneok Purchase$1,001 - $15,000 · Joint Dec 7, 2023 Nov 14, 2023 — Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Dec 7, 2023 Nov 14, 2023 — Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Dec 7, 2023 Nov 14, 2023 — Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Joint Nov 17, 2023 Oct 31, 2023 ▲ 158.1%+71.2 pts vs S&P Filing
CMPCompass Minerals International Inc Sale (full)$1,001 - $15,000 Nov 17, 2023 Oct 11, 2023 ▼ 15.7%−94.9 pts vs S&P Filing
VODVodafone Group Public LTD Co Sale (full)$1,001 - $15,000 Nov 17, 2023 Oct 11, 2023 — Filing
DVNDevon Energy Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 29, 2023 ▲ 10.3%−72.6 pts vs S&P Filing
DVNDevon Energy Purchase$15,001 - $50,000 · Joint Oct 13, 2023 Sep 29, 2023 ▲ 10.3%−72.6 pts vs S&P Filing
WMBWilliams Companies Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 25, 2023 ▲ 140.4%+59.5 pts vs S&P Filing
LINLinde plc Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 19, 2023 ▲ 36.9%−39.7 pts vs S&P Filing
UNHUnitedHealth Group Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 19, 2023 ▼ 11.0%−87.6 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 15, 2023 ▲ 33.9%−42.5 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 14, 2023 ▲ 8.7%−65.5 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 14, 2023 ▲ 8.7%−65.5 pts vs S&P Filing
EMREmerson Electric Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 11, 2023 ▲ 75.4%+0.4 pts vs S&P Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 11, 2023 ▲ 71.7%−3.3 pts vs S&P Filing
ROKRockwell Automation Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 11, 2023 ▲ 60.2%−14.8 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 7, 2023 ▲ 81.0%+4.6 pts vs S&P Filing
RTXRTX Corporation Purchase$1,001 - $15,000 · Joint Oct 13, 2023 Sep 7, 2023 ▲ 156.4%+80.0 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 · Joint Sep 7, 2023 Aug 15, 2023 ▼ 11.9%−89.1 pts vs S&P Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Sep 7, 2023 Aug 15, 2023 — Filing
OKEOneok Purchase$1,001 - $15,000 · Joint Sep 7, 2023 Aug 14, 2023 — Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Joint Aug 16, 2023 Jul 31, 2023 ▲ 128.9%+57.5 pts vs S&P Filing
DVNDevon Energy Purchase$15,001 - $50,000 · Joint Jul 12, 2023 Jun 30, 2023 ▲ 9.9%−67.1 pts vs S&P Filing
DVNDevon Energy Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 30, 2023 ▲ 9.9%−67.1 pts vs S&P Filing
UNHUnitedHealth Group Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 27, 2023 ▼ 11.0%−90.9 pts vs S&P Filing
WMBWilliams Companies Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 26, 2023 ▲ 166.2%+84.3 pts vs S&P Filing
LMTLockheed Martin Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 23, 2023 ▲ 52.4%−28.8 pts vs S&P Filing
LINLinde plc Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 16, 2023 ▲ 42.7%−35.9 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 15, 2023 ▲ 19.4%−58.5 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 15, 2023 ▲ 19.4%−58.5 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 15, 2023 ▲ 24.4%−53.5 pts vs S&P Filing
RTXRTX Corporation Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 15, 2023 ▲ 122.2%+44.2 pts vs S&P Filing
ROKRockwell Automation Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 12, 2023 ▲ 52.6%−28.9 pts vs S&P Filing
EMREmerson Electric Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 9, 2023 ▲ 109.7%+26.5 pts vs S&P Filing
XOMExxonMobil Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 9, 2023 ▲ 84.0%+0.8 pts vs S&P Filing
JNJJohnson & Johnson Purchase$1,001 - $15,000 · Joint Jul 12, 2023 Jun 6, 2023 ▲ 84.4%+0.4 pts vs S&P Filing
ACNAccenture Purchase$1,001 - $15,000 · Joint Jun 13, 2023 May 17, 2023 ▼ 4.6%−94.2 pts vs S&P Filing
TXNTexas Instruments Purchase$1,001 - $15,000 · Joint Jun 13, 2023 May 16, 2023 — Filing
OKEOneok Purchase$1,001 - $15,000 · Joint Jun 13, 2023 May 15, 2023 — Filing
JPMJPMorgan Chase Purchase$1,001 - $15,000 · Joint May 11, 2023 Apr 28, 2023 ▲ 163.4%+74.0 pts vs S&P Filing
AHCOAdapthealth Corp. Sale (full)$1,001 - $15,000 · Dependent child May 11, 2023 Apr 6, 2023 ▼ 50.3%−142.7 pts vs S&P Filing
AHCOAdapthealth Corp. Sale (full)$1,001 - $15,000 · Dependent child May 11, 2023 Apr 6, 2023 ▼ 50.3%−142.7 pts vs S&P Filing
DVNDevon Energy Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 31, 2023 ▲ 6.5%−85.9 pts vs S&P Filing
DVNDevon Energy Purchase$15,001 - $50,000 · Joint Apr 10, 2023 Mar 31, 2023 ▲ 6.5%−85.9 pts vs S&P Filing
LINLinde plc Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 28, 2023 ▲ 54.7%−44.4 pts vs S&P Filing
WMBWilliams Companies Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 27, 2023 ▲ 190.0%+91.4 pts vs S&P Filing
LMTLockheed Martin Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 24, 2023 ▲ 48.5%−50.5 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 23, 2023 ▲ 27.9%−72.4 pts vs S&P Filing
HDThe Home Depot Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 23, 2023 ▲ 27.9%−72.4 pts vs S&P Filing
RTXRTX Corporation Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 23, 2023 ▲ 128.2%+27.9 pts vs S&P Filing
UNHUnitedHealth Group Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 21, 2023 ▼ 10.2%−107.6 pts vs S&P Filing
NEENextEra Energy Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 15, 2023 ▲ 23.3%−79.8 pts vs S&P Filing
EMREmerson Electric Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 10, 2023 ▲ 116.2%+11.3 pts vs S&P Filing
ROKRockwell Automation Purchase$1,001 - $15,000 · Joint Apr 10, 2023 Mar 10, 2023 ▲ 64.3%−40.6 pts vs S&P Filing

What happened to the stocks afterwards

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

AfterWindowAverage excessTypical (median)Beat the S&P 500TradesFrom the filing date
Purchases 30 days +0.3% +0.3% 52% 407 +0.1% (407)
Purchases 90 days −0.1% −0.8% 47% 405 +0.4% (405)
Sales 30 days +0.1% −0.5% 47% 228 +1.7% (210)
Sales 90 days −0.5% −1.1% 45% 112 +1.9% (103)

Excess return is the stock’s move minus the S&P 500’s over the same dates, measured from the close on the trade date, on closing prices adjusted for splits and dividends. Value ranges are wide, filings arrive up to 45 days late, trades by one member in one stock are not independent, and a stock’s move says nothing about what a member earned. A small average over a few trades is noise, not evidence. This is not investment advice. For sales, a positive figure means the stock went on to beat the market after the sale.

Filings

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

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

← All trades by members of Congress