Lisa C. McClain: stock trades

Republican, Representative for MI's 9th district. Value ranges as filed, never exact figures.

Activity

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

Lisa C. McClain: purchases and sales per month

Show as a table

Month	Purchases	Sales
Dec 2024	39	0
Jan 2025	2	2
Feb 2025	5	5
Mar 2025	6	6
Apr 2025	0	0
May 2025	0	0
Jun 2025	292	145
Jul 2025	87	86
Aug 2025	69	76
Sep 2025	42	50
Oct 2025	151	322
Nov 2025	0	0
Dec 2025	0	0
Jan 2026	0	0
Feb 2026	2	0
Mar 2026	0	0
Apr 2026	0	0
May 2026	0	0
Jun 2026	0	0
Jul 2026	0	0
Aug 2026	0	0
Sep 2026	8	1
Oct 2026	0	0
Nov 2026	0	0

Trades, 24 months: 1396
Purchases: 703
Sales: 693
In 2026: 11

Top sectors

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

Technology22% of trades 280 trades: 143 purchases, 137 sales
Financials13% of trades 168 trades: 84 purchases, 84 sales
Industrials13% of trades 166 trades: 82 purchases, 84 sales
Health Care12% of trades 158 trades: 79 purchases, 79 sales
Consumer Discretionary12% of trades 152 trades: 78 purchases, 74 sales
Consumer Staples10% of trades 125 trades: 63 purchases, 62 sales

Would copying Lisa C. McClain’s trades have beaten the S&P 500?

Copying Lisa C. McClain’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 August 14, 2025 into $10,322 by November 2, 2026, against $11,889 in the S&P 500: +2.6% a year against +15.3%, with a beta of 1.07. Selling each purchase after 6 months instead would have made −0.8% a year. Six months after each report, the average share purchase was +2.5% against the S&P 500 (median −1.8%), and 46% beat it, too few months of reports to tell skill from luck. Measured from the trade date instead, the member’s own timing, the average was +0.1%. Reports arrived a median of 34 days after the trade. 337 purchases had already been sold in full by the time they were reported, so a follower could not copy them; the averages below still count every purchase.

Copying Lisa C. McClainS&P 500, buy and hold $10,000 copying Lisa C. McClain’s disclosed holdings from August 14, 2025, 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.

Lisa C. McClain: 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	651	−0.4%	−3.1%	41%	-0.51	Not enough data
Purchases, 6 months after the report	651	+2.5%	−1.8%	46%	1.61	Not enough data
Purchases, 3 months after the trade	651	−1.3%	−3.1%	42%	-1.76	Not enough data
Purchases, 6 months after the trade	651	+0.1%	−5.1%	40%	0.06	Not enough data
Sales, 6 months after the report	640	+3.2%	−3.0%	56%	1.81	Not enough data

Return a year, copying: +2.6%
S&P 500, same dates: +15.3%
Yearly swing (S&P 500): 20% (12%)
Sharpe ratio (S&P 500): 0.03 (0.90)
Biggest drop (S&P 500): −17% (−9%)
Market sensitivity (beta): 1.07

“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 Lisa C. McClain 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.

Lisa C. McClain: companies traded

NVDANVIDIA Corporation	8$184,008–$510,000	4$131,004–$365,000	Mar 11, 2024	Oct 31, 2025	▲ 141.8%+89.5 pts vs S&P
GOOGLAlphabet Inc. (Class A)	6$6,006–$90,000	5$5,005–$75,000	Dec 11, 2024	Oct 31, 2025	▲ 43.7%+16.7 pts vs S&P
HDBHdfc Bank LTD	6$6,006–$90,000	5$5,005–$75,000	Jun 9, 2025	Oct 31, 2025	—
SAPSAP SE	5$5,005–$75,000	6$6,006–$90,000	Jun 9, 2025	Oct 31, 2025	—
TSMTaiwan Semiconductor Manufacturing Co LTD	6$133,006–$395,000	5$103,005–$245,000	Mar 11, 2024	Oct 31, 2025	—
AAPLApple Inc.	5$19,005–$110,000	4$32,004–$130,000	Dec 11, 2024	Oct 31, 2025	▲ 35.3%+8.3 pts vs S&P
ASMLAsml Holding NV	4$4,004–$60,000	5$5,005–$75,000	Jun 10, 2024	Oct 31, 2025	—
MSFTMicrosoft Corporation	5$33,005–$145,000	4$32,004–$130,000	Dec 11, 2024	Sep 30, 2026	▲ 17.9%−9.1 pts vs S&P
AMZNAmazon	4$4,004–$60,000	4$4,004–$60,000	Dec 11, 2024	Oct 14, 2025	▲ 9.4%−17.6 pts vs S&P
BHPBHP Group Ltd	4$4,004–$60,000	4$4,004–$60,000	Jun 11, 2025	Oct 31, 2025	—
PLTRPalantir Technologies Inc.	5$132,005–$380,000	3$52,003–$130,000	Jun 6, 2024	Oct 31, 2025	▲ 636.4%+591.2 pts vs S&P
TSLATesla, Inc.	5$19,005–$110,000	3$3,003–$45,000	Nov 8, 2024	Oct 31, 2025	▲ 23.7%−5.3 pts vs S&P
AMDAdvanced Micro Devices	4$18,004–$95,000	3$17,003–$80,000	Mar 11, 2024	Oct 31, 2025	▲ 146.6%+94.3 pts vs S&P
AVGOBroadcom	4$4,004–$60,000	3$3,003–$45,000	Jan 22, 2025	Oct 31, 2025	▲ 39.9%+13.1 pts vs S&P
DTDynatrace, Inc.	3$3,003–$45,000	4$4,004–$60,000	Feb 5, 2025	Sep 25, 2025	▼ 21.0%−48.3 pts vs S&P
ETNEaton Corporation	3$3,003–$45,000	4$4,004–$60,000	Dec 11, 2024	Oct 31, 2025	▲ 10.9%−16.1 pts vs S&P
JPMJPMorgan Chase	4$4,004–$60,000	3$3,003–$45,000	Jun 9, 2025	Oct 31, 2025	▲ 29.9%+2.1 pts vs S&P
METAMeta Platforms	4$4,004–$60,000	3$3,003–$45,000	Dec 11, 2024	Oct 31, 2025	▼ 1.5%−28.5 pts vs S&P
NOWServiceNow	4$4,004–$60,000	3$3,003–$45,000	Dec 11, 2024	Aug 13, 2025	▼ 52.6%−79.6 pts vs S&P
NVONovo Nordisk A S	3$3,003–$45,000	4$4,004–$60,000	Jun 9, 2025	Oct 31, 2025	—
ABBVAbbVie	3$3,003–$45,000	3$3,003–$45,000	Jun 17, 2025	Oct 31, 2025	▲ 61.0%+32.7 pts vs S&P
AZNAstrazeneca PLC	3$3,003–$45,000	3$3,003–$45,000	Jun 9, 2025	Oct 31, 2025	—
BABAAlibaba Group Holding Ltd	3$3,003–$45,000	3$3,003–$45,000	Jun 9, 2025	Oct 31, 2025	—
BAXBaxter International	3$3,003–$45,000	3$3,003–$45,000	Jul 22, 2025	Oct 31, 2025	▼ 7.7%−29.2 pts vs S&P
BRK.BBerkshire Hathaway	3$3,003–$45,000	3$3,003–$45,000	Jun 9, 2025	Oct 31, 2025	▲ 12.9%−14.9 pts vs S&P
CNMCore & Main, Inc.	3$3,003–$45,000	3$3,003–$45,000	Jun 11, 2025	Oct 31, 2025	▼ 21.6%−49.1 pts vs S&P
DRIDarden Restaurants	3$3,003–$45,000	3$3,003–$45,000	Jul 16, 2025	Oct 31, 2025	▲ 9.4%−13.1 pts vs S&P
GSKGSK plc	3$3,003–$45,000	3$3,003–$45,000	Jun 17, 2025	Oct 31, 2025	—
GTYGetty Realty Corp	3$3,003–$45,000	3$3,003–$45,000	Jun 9, 2025	Oct 31, 2025	▲ 6.0%−21.8 pts vs S&P
INTUIntuit	3$3,003–$45,000	3$3,003–$45,000	Dec 11, 2024	Sep 11, 2025	▼ 47.1%−74.1 pts vs S&P
ITGartner	3$3,003–$45,000	3$3,003–$45,000	Jul 16, 2025	Oct 31, 2025	▼ 43.4%−65.8 pts vs S&P
JDJd.com, Inc.	3$3,003–$45,000	3$3,003–$45,000	Jun 17, 2025	Oct 31, 2025	—
JNJJohnson & Johnson	3$3,003–$45,000	3$3,003–$45,000	Jun 17, 2025	Oct 31, 2025	▲ 79.8%+51.5 pts vs S&P
KOThe Coca-Cola Company	3$3,003–$45,000	3$3,003–$45,000	Jun 24, 2025	Oct 31, 2025	▲ 39.8%+13.9 pts vs S&P
KRGKite Realty Group Trust	3$3,003–$45,000	3$3,003–$45,000	Jun 11, 2025	Oct 31, 2025	▲ 21.9%−5.5 pts vs S&P
LPXLouisiana-pacific Corp	3$3,003–$45,000	3$3,003–$45,000	Jun 11, 2025	Oct 31, 2025	▼ 16.2%−43.7 pts vs S&P
MGYMagnolia Oil & Gas Corp	3$3,003–$45,000	3$3,003–$45,000	Jun 11, 2025	Oct 31, 2025	▲ 8.3%−19.2 pts vs S&P
NTESNetease, Inc.	3$3,003–$45,000	3$3,003–$45,000	Jun 11, 2025	Oct 14, 2025	—
PDDPDD Holdings Inc.	3$3,003–$45,000	3$3,003–$45,000	Jun 9, 2025	Oct 31, 2025	—
RGENRepligen Corp	3$3,003–$45,000	3$3,003–$45,000	Jun 11, 2025	Oct 31, 2025	▲ 35.4%+7.9 pts vs S&P
SFMSprouts Farmers Market, Inc.	3$3,003–$45,000	3$3,003–$45,000	Jun 11, 2025	Oct 31, 2025	▼ 67.0%−94.5 pts vs S&P
SHWSherwin-Williams	3$3,003–$45,000	3$3,003–$45,000	Dec 11, 2024	Oct 31, 2025	▼ 6.8%−33.8 pts vs S&P
SLBSchlumberger	3$3,003–$45,000	3$3,003–$45,000	Jul 16, 2025	Oct 31, 2025	▲ 56.2%+33.8 pts vs S&P
TMOThermo Fisher Scientific	3$3,003–$45,000	3$3,003–$45,000	Dec 11, 2024	Oct 31, 2025	▲ 31.5%+4.5 pts vs S&P
ULUnilever PLC	3$3,003–$45,000	3$3,003–$45,000	Jun 9, 2025	Sep 25, 2025	—
UNHUnitedHealth Group	3$3,003–$45,000	3$3,003–$45,000	Jun 17, 2025	Oct 31, 2025	▲ 34.4%+6.1 pts vs S&P
UNMUnum Group	3$3,003–$45,000	3$3,003–$45,000	Jun 11, 2025	Oct 31, 2025	▲ 20.1%−7.4 pts vs S&P
BSXBoston Scientific	2$2,002–$30,000	3$3,003–$45,000	Dec 11, 2024	Oct 31, 2025	▼ 52.1%−79.1 pts vs S&P
CIENCiena	2$2,002–$30,000	3$3,003–$45,000	Jun 17, 2025	Oct 31, 2025	▲ 305.9%+277.7 pts vs S&P
CRMSalesforce	2$2,002–$30,000	3$3,003–$45,000	Dec 11, 2024	Jul 16, 2025	▼ 36.5%−63.5 pts vs S&P
DELLDell Technologies	2$2,002–$30,000	3$3,003–$45,000	Jan 15, 2025	Oct 31, 2025	▲ 283.5%+253.8 pts vs S&P
GSGoldman Sachs	2$2,002–$30,000	3$3,003–$45,000	Dec 11, 2024	Oct 31, 2025	▲ 56.4%+29.4 pts vs S&P
HUMHumana	3$3,003–$45,000	2$2,002–$30,000	Jun 24, 2025	Oct 31, 2025	▲ 78.8%+52.8 pts vs S&P
HWMHowmet Aerospace	2$2,002–$30,000	3$3,003–$45,000	Dec 11, 2024	Oct 31, 2025	▲ 92.8%+65.8 pts vs S&P
ORLYO'Reilly Automotive	2$2,002–$30,000	3$3,003–$45,000	Dec 11, 2024	Oct 31, 2025	▲ 6.5%−20.5 pts vs S&P
SAICScience Applications International Corp	3$3,003–$45,000	2$2,002–$30,000	Jun 11, 2025	Oct 31, 2025	▲ 49.7%+22.2 pts vs S&P
VRTVertiv	2$2,002–$30,000	3$3,003–$45,000	Mar 20, 2025	Oct 31, 2025	▲ 164.3%+128.4 pts vs S&P
XOMExxonMobil	3$3,003–$45,000	2$2,002–$30,000	Jun 24, 2025	Oct 31, 2025	▲ 70.3%+44.3 pts vs S&P
ACIWACI Worldwide, Inc.	2$2,002–$30,000	2$2,002–$30,000	Aug 19, 2025	Oct 31, 2025	▲ 24.5%+5.1 pts vs S&P
ADCAgree Realty Corp	2$2,002–$30,000	2$2,002–$30,000	Jun 11, 2025	Sep 25, 2025	▼ 2.0%−29.4 pts vs S&P

The 60 most traded of 403 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 1304 trades; every trade is in the reports below. Click a column heading to sort.

Lisa C. McClain: trades in companies we cover
					Report
IBRXImmunitybio, Inc.	Purchase$1,001 - $15,000 · Spouse	Oct 12, 2026	Sep 30, 2026	▼ 12.6%−11.5 pts vs S&P	Filing for IBRX on Sep 30, 2026
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Oct 12, 2026	Sep 30, 2026	▲ 1.8%+2.9 pts vs S&P	Filing for MSFT on Sep 30, 2026
STXSeagate Technology	Sale (partial)$15,001 - $50,000 · Spouse	Oct 12, 2026	Sep 30, 2026	▼ 34.3%−33.2 pts vs S&P	Filing for STX on Sep 30, 2026
CATCaterpillar Inc.	Purchase$1,001 - $15,000 · Spouse	Oct 12, 2026	Sep 28, 2026	▼ 23.9%−22.4 pts vs S&P	Filing for CAT on Sep 28, 2026
IBRXImmunitybio, Inc.	Purchase$1,001 - $15,000 · Spouse	Oct 12, 2026	Sep 28, 2026	▼ 3.2%−1.7 pts vs S&P	Filing for IBRX on Sep 28, 2026
CACICACI International Inc	Purchase$15,001 - $50,000 · Spouse	Oct 12, 2026	Sep 14, 2026	▲ 6.9%+7.5 pts vs S&P	Filing for CACI on Sep 14, 2026
NGNovagold Resources Inc	Purchase$1,001 - $15,000 · Spouse	Oct 12, 2026	Sep 14, 2026	▼ 20.8%−20.2 pts vs S&P	Filing for NG on Sep 14, 2026
OLNOlin Corp	Purchase$15,001 - $50,000 · Spouse	Oct 12, 2026	Sep 14, 2026	▲ 5.2%+5.8 pts vs S&P	Filing for OLN on Sep 14, 2026
RIGTransocean Ltd.	Purchase$15,001 - $50,000 · Spouse	Oct 12, 2026	Sep 14, 2026	▲ 9.7%+10.4 pts vs S&P	Filing for RIG on Sep 14, 2026
BBAIBigbear.ai Holdings, Inc.	Purchase$15,001 - $50,000 · Spouse	Mar 4, 2026	Feb 6, 2026	▼ 46.8%−56.9 pts vs S&P	Filing for BBAI on Feb 6, 2026
BBAIBigbear.ai Holdings, Inc.	Purchase$1,001 - $15,000 · Spouse	Mar 4, 2026	Feb 4, 2026	▼ 44.2%−55.0 pts vs S&P	Filing for BBAI on Feb 4, 2026
ABBVAbbVie	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 34.8%+23.1 pts vs S&P	Filing for ABBV on Oct 31, 2025
ACIWACI Worldwide, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 23.0%+11.2 pts vs S&P	Filing for ACIW on Oct 31, 2025
AMDAdvanced Micro Devices	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 91.0%+79.2 pts vs S&P	Filing for AMD on Oct 31, 2025
AKAMAkamai Technologies	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 14.2%+2.5 pts vs S&P	Filing for AKAM on Oct 31, 2025
BABAAlibaba Group Holding Ltd	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for BABA on Oct 31, 2025
ALLEAllegion	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 15.7%+3.9 pts vs S&P	Filing for ALLE on Oct 31, 2025
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 0.5%−12.2 pts vs S&P	Filing for GOOGL on Oct 31, 2025
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 0.5%−12.2 pts vs S&P	Filing for GOOGL on Oct 31, 2025
AXPAmerican Express	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 8.9%−20.7 pts vs S&P	Filing for AXP on Oct 31, 2025
AMHAmerican Homes 4 Rent	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 4.3%−7.4 pts vs S&P	Filing for AMH on Oct 31, 2025
APPFAppfolio Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 11.8%−23.6 pts vs S&P	Filing for APPF on Oct 31, 2025
AAPLApple Inc.	Sale (full)$15,001 - $50,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 22.9%+11.1 pts vs S&P	Filing for AAPL on Oct 31, 2025
ASMLAsml Holding NV	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for ASML on Oct 31, 2025
AZNAstrazeneca PLC	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for AZN on Oct 31, 2025
BACBank of America	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 5.5%−17.2 pts vs S&P	Filing for BAC on Oct 31, 2025
BAXBaxter International	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 36.6%+24.8 pts vs S&P	Filing for BAX on Oct 31, 2025
BRK.BBerkshire Hathaway	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 16.7%+4.9 pts vs S&P	Filing for BRK.B on Oct 31, 2025
BHPBHP Group Ltd	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for BHP on Oct 31, 2025
BLBlackline, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 41.9%−53.6 pts vs S&P	Filing for BL on Oct 31, 2025
BSXBoston Scientific	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 56.9%−68.7 pts vs S&P	Filing for BSX on Oct 31, 2025
BCOBrinks Co	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for BCO on Oct 31, 2025
AVGOBroadcom	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 9.4%−21.2 pts vs S&P	Filing for AVGO on Oct 31, 2025
BROBrown & Brown	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 10.3%−22.1 pts vs S&P	Filing for BRO on Oct 31, 2025
BWXTBWX Technologies, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 37.5%−49.3 pts vs S&P	Filing for BWXT on Oct 31, 2025
CACICACI International Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 21.1%+9.4 pts vs S&P	Filing for CACI on Oct 31, 2025
CASYCasey's	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 30.5%+18.7 pts vs S&P	Filing for CASY on Oct 31, 2025
CHRDChord Energy Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 67.0%+55.3 pts vs S&P	Filing for CHRD on Oct 31, 2025
CIENCiena	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 57.0%+45.3 pts vs S&P	Filing for CIEN on Oct 31, 2025
CLXClorox	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 12.9%−24.6 pts vs S&P	Filing for CLX on Oct 31, 2025
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 41.4%+29.6 pts vs S&P	Filing for KO on Oct 31, 2025
COHRCoherent Corp.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 56.8%+45.0 pts vs S&P	Filing for COHR on Oct 31, 2025
COPConocoPhillips	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 67.8%+56.0 pts vs S&P	Filing for COP on Oct 31, 2025
CEGConstellation Energy	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 29.7%−41.5 pts vs S&P	Filing for CEG on Oct 31, 2025
CNMCore & Main, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 13.8%−25.5 pts vs S&P	Filing for CNM on Oct 31, 2025
CMICummins	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 16.6%+4.9 pts vs S&P	Filing for CMI on Oct 31, 2025
CVSCVS Health	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 20.7%+9.0 pts vs S&P	Filing for CVS on Oct 31, 2025
DHID. R. Horton	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 1.3%−13.1 pts vs S&P	Filing for DHI on Oct 31, 2025
DRIDarden Restaurants	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 25.4%+13.6 pts vs S&P	Filing for DRI on Oct 31, 2025
DDOGDatadog, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 35.8%+24.1 pts vs S&P	Filing for DDOG on Oct 31, 2025
SRESempra	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 4.6%−16.4 pts vs S&P	Filing for SRE on Oct 31, 2025
DELLDell Technologies	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 153.9%+142.2 pts vs S&P	Filing for DELL on Oct 31, 2025
DALDelta Air Lines	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 46.3%+34.5 pts vs S&P	Filing for DAL on Oct 31, 2025
DKSDick's Sporting Goods, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 37.2%−48.9 pts vs S&P	Filing for DKS on Oct 31, 2025
DUKDuke Energy	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 5.3%−6.4 pts vs S&P	Filing for DUK on Oct 31, 2025
ETNEaton Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 4.1%−7.7 pts vs S&P	Filing for ETN on Oct 31, 2025
ECLEcolab	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 20.1%+8.4 pts vs S&P	Filing for ECL on Oct 31, 2025
EMEEmcor	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 4.1%−7.7 pts vs S&P	Filing for EME on Oct 31, 2025
EHCEncompass Health Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 20.0%+8.2 pts vs S&P	Filing for EHC on Oct 31, 2025
ENTGEntegris Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 67.3%+55.6 pts vs S&P	Filing for ENTG on Oct 31, 2025
WTRGEssential Utilities, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 17.1%+5.4 pts vs S&P	Filing for WTRG on Oct 31, 2025
EXCExelon	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 2.5%−9.2 pts vs S&P	Filing for EXC on Oct 31, 2025
XOMExxonMobil	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 59.8%+48.1 pts vs S&P	Filing for XOM on Oct 31, 2025
FNFabrinet	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 18.2%−29.9 pts vs S&P	Filing for FN on Oct 31, 2025
FIVEFive Below, Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 50.8%+39.1 pts vs S&P	Filing for FIVE on Oct 31, 2025
FMCFMC Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 58.3%−70.0 pts vs S&P	Filing for FMC on Oct 31, 2025
FTNTFortinet	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 47.5%+35.8 pts vs S&P	Filing for FTNT on Oct 31, 2025
ITGartner	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 17.1%−28.9 pts vs S&P	Filing for IT on Oct 31, 2025
GTYGetty Realty Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 10.1%−1.6 pts vs S&P	Filing for GTY on Oct 31, 2025
GSGoldman Sachs	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 15.6%+3.9 pts vs S&P	Filing for GS on Oct 31, 2025
GSKGSK plc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for GSK on Oct 31, 2025
HASHasbro	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 59.5%+47.7 pts vs S&P	Filing for HAS on Oct 31, 2025
HDBHdfc Bank LTD	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for HDB on Oct 31, 2025
HPEHewlett Packard Enterprise	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 121.4%+109.7 pts vs S&P	Filing for HPE on Oct 31, 2025
HOMBHome Bancshares Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 16.3%+4.6 pts vs S&P	Filing for HOMB on Oct 31, 2025
HMCHonda Motor Co LTD	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for HMC on Oct 31, 2025
HWMHowmet Aerospace	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 8.4%−3.3 pts vs S&P	Filing for HWM on Oct 31, 2025
HUMHumana	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 52.4%+40.6 pts vs S&P	Filing for HUM on Oct 31, 2025
IEXIDEX Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 40.4%+28.7 pts vs S&P	Filing for IEX on Oct 31, 2025
ITWIllinois Tool Works	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 20.3%+8.6 pts vs S&P	Filing for ITW on Oct 31, 2025
ILMNIllumina, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 91.9%+80.1 pts vs S&P	Filing for ILMN on Oct 31, 2025
ITTITT Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 12.7%+0.9 pts vs S&P	Filing for ITT on Oct 31, 2025
JDJd.com, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for JD on Oct 31, 2025
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 44.0%+32.2 pts vs S&P	Filing for JNJ on Oct 31, 2025
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 10.3%−1.4 pts vs S&P	Filing for JPM on Oct 31, 2025
KVUEKenvue	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 42.5%+30.5 pts vs S&P	Filing for KVUE on Oct 31, 2025
KRGKite Realty Group Trust	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 20.6%+8.9 pts vs S&P	Filing for KRG on Oct 31, 2025
LLoews Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 10.7%−1.0 pts vs S&P	Filing for L on Oct 31, 2025
LPXLouisiana-pacific Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 14.7%−26.4 pts vs S&P	Filing for LPX on Oct 31, 2025
MGYMagnolia Oil & Gas Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 13.7%+2.0 pts vs S&P	Filing for MGY on Oct 31, 2025
MTZMastec Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 3.6%−15.4 pts vs S&P	Filing for MTZ on Oct 31, 2025
MCDMcDonald's	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 9.8%−21.6 pts vs S&P	Filing for MCD on Oct 31, 2025
METAMeta Platforms	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 4.2%−15.9 pts vs S&P	Filing for META on Oct 31, 2025
MGPIMGP Ingredients Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 27.5%−39.5 pts vs S&P	Filing for MGPI on Oct 31, 2025
MSFTMicrosoft Corporation	Sale (full)$15,001 - $50,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 1.7%−10.1 pts vs S&P	Filing for MSFT on Oct 31, 2025
MKSIMKS Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 44.0%+32.2 pts vs S&P	Filing for MKSI on Oct 31, 2025
NFLXNetflix	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 43.7%−55.4 pts vs S&P	Filing for NFLX on Oct 31, 2025
NTRSNorthern Trust	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 36.9%+25.1 pts vs S&P	Filing for NTRS on Oct 31, 2025
NCLHNorwegian Cruise Line Holdings	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 22.8%−34.5 pts vs S&P	Filing for NCLH on Oct 31, 2025
NVONovo Nordisk A S	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for NVO on Oct 31, 2025
NVDANVIDIA Corporation	Sale (full)$15,001 - $50,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 2.4%−9.4 pts vs S&P	Filing for NVDA on Oct 31, 2025
OPCHOption Care Health, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 21.9%+10.2 pts vs S&P	Filing for OPCH on Oct 31, 2025
ORCLOracle Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 51.6%−63.4 pts vs S&P	Filing for ORCL on Oct 31, 2025
ORLYO'Reilly Automotive	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 4.6%−16.3 pts vs S&P	Filing for ORLY on Oct 31, 2025
OSKOshkosh Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 17.1%+5.4 pts vs S&P	Filing for OSK on Oct 31, 2025
OTISOtis Worldwide	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 15.3%−27.1 pts vs S&P	Filing for OTIS on Oct 31, 2025
PLTRPalantir Technologies Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 12.6%−24.4 pts vs S&P	Filing for PLTR on Oct 31, 2025
PDDPDD Holdings Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for PDD on Oct 31, 2025
PEPPepsiCo	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 2.1%−13.9 pts vs S&P	Filing for PEP on Oct 31, 2025
PFGCPerformance Food Group Co	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 0.2%−11.9 pts vs S&P	Filing for PFGC on Oct 31, 2025
PIIPolaris Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 0.9%−12.6 pts vs S&P	Filing for PII on Oct 31, 2025
PFGPrincipal Financial Group	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 38.6%+26.9 pts vs S&P	Filing for PFG on Oct 31, 2025
QLYSQualys, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 71.0%+59.2 pts vs S&P	Filing for QLYS on Oct 31, 2025
PWRQuanta Services	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 46.0%+34.2 pts vs S&P	Filing for PWR on Oct 31, 2025
RBARB Global Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 5.5%−17.2 pts vs S&P	Filing for RBA on Oct 31, 2025
RFRegions Financial Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 22.8%+11.1 pts vs S&P	Filing for RF on Oct 31, 2025
RGENRepligen Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 19.9%+8.1 pts vs S&P	Filing for RGEN on Oct 31, 2025
ROIVRoivant Sciences Ltd.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 81.3%+69.6 pts vs S&P	Filing for ROIV on Oct 31, 2025
SNDKSandisk	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 458.9%+447.1 pts vs S&P	Filing for SNDK on Oct 31, 2025
SAPSAP SE	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for SAP on Oct 31, 2025
SAICScience Applications International Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 64.7%+52.9 pts vs S&P	Filing for SAIC on Oct 31, 2025
SBCFSeacoast Banking Corp Of Florida	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 13.4%+1.6 pts vs S&P	Filing for SBCF on Oct 31, 2025
SHWSherwin-Williams	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 0.1%−11.9 pts vs S&P	Filing for SHW on Oct 31, 2025
SLBSchlumberger	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 48.6%+36.9 pts vs S&P	Filing for SLB on Oct 31, 2025
SGISomnigroup International Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 16.7%−28.4 pts vs S&P	Filing for SGI on Oct 31, 2025
SRSpire Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 6.3%−5.5 pts vs S&P	Filing for SR on Oct 31, 2025
SFMSprouts Farmers Market, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 33.2%−45.0 pts vs S&P	Filing for SFM on Oct 31, 2025
SFStifel Financial Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 11.5%−23.2 pts vs S&P	Filing for SF on Oct 31, 2025
SYYSysco	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 2.8%−9.0 pts vs S&P	Filing for SYY on Oct 31, 2025
TSMTaiwan Semiconductor Manufacturing Co LTD	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for TSM on Oct 31, 2025
TERTeradyne	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 48.0%+36.2 pts vs S&P	Filing for TER on Oct 31, 2025
TSLATesla, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 13.0%−24.7 pts vs S&P	Filing for TSLA on Oct 31, 2025
TXTTextron	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 9.0%−2.8 pts vs S&P	Filing for TXT on Oct 31, 2025
SJMThe J.M. Smucker Company	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 28.6%+16.8 pts vs S&P	Filing for SJM on Oct 31, 2025
TMOThermo Fisher Scientific	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 23.4%+11.6 pts vs S&P	Filing for TMO on Oct 31, 2025
TMUST-Mobile US	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 24.8%−36.5 pts vs S&P	Filing for TMUS on Oct 31, 2025
TCOMTrip.com Group Ltd	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for TCOM on Oct 31, 2025
UBERUber	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 30.7%−42.4 pts vs S&P	Filing for UBER on Oct 31, 2025
UTHRUnited Therapeutics Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 34.9%+23.2 pts vs S&P	Filing for UTHR on Oct 31, 2025
UNHUnitedHealth Group	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 20.7%+9.0 pts vs S&P	Filing for UNH on Oct 31, 2025
UNMUnum Group	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 27.1%+15.4 pts vs S&P	Filing for UNM on Oct 31, 2025
UEUrban Edge Properties	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 10.4%−1.4 pts vs S&P	Filing for UE on Oct 31, 2025
VALEVale S.a.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	—	Filing for VALE on Oct 31, 2025
VRTVertiv	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 22.0%+10.3 pts vs S&P	Filing for VRT on Oct 31, 2025
VVisa Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 24.5%+12.8 pts vs S&P	Filing for V on Oct 31, 2025
VSTVistra Corp.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 25.5%−37.3 pts vs S&P	Filing for VST on Oct 31, 2025
WRBW. R. Berkley Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 8.2%−3.6 pts vs S&P	Filing for WRB on Oct 31, 2025
WMTWalmart	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 24.4%+12.6 pts vs S&P	Filing for WMT on Oct 31, 2025
WSFSWsfs Financial Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▲ 55.5%+43.7 pts vs S&P	Filing for WSFS on Oct 31, 2025
WYNNWynn Resorts	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 31, 2025	▼ 34.2%−45.9 pts vs S&P	Filing for WYNN on Oct 31, 2025
ABBVAbbVie	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 28.8%+16.7 pts vs S&P	Filing for ABBV on Oct 30, 2025
ABBVAbbVie	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 28.8%+16.7 pts vs S&P	Filing for ABBV on Oct 30, 2025
ACIWACI Worldwide, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 24.0%+11.9 pts vs S&P	Filing for ACIW on Oct 30, 2025
ACIWACI Worldwide, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 24.0%+11.9 pts vs S&P	Filing for ACIW on Oct 30, 2025
AMDAdvanced Micro Devices	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 92.0%+79.8 pts vs S&P	Filing for AMD on Oct 30, 2025
AMDAdvanced Micro Devices	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 92.0%+79.8 pts vs S&P	Filing for AMD on Oct 30, 2025
AKAMAkamai Technologies	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.0%+3.9 pts vs S&P	Filing for AKAM on Oct 30, 2025
AKAMAkamai Technologies	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.0%+3.9 pts vs S&P	Filing for AKAM on Oct 30, 2025
BABAAlibaba Group Holding Ltd	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for BABA on Oct 30, 2025
BABAAlibaba Group Holding Ltd	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for BABA on Oct 30, 2025
ALLEAllegion	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.0%+3.9 pts vs S&P	Filing for ALLE on Oct 30, 2025
ALLEAllegion	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.0%+3.9 pts vs S&P	Filing for ALLE on Oct 30, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 0.6%−12.7 pts vs S&P	Filing for GOOGL on Oct 30, 2025
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 0.6%−12.7 pts vs S&P	Filing for GOOGL on Oct 30, 2025
GOOGLAlphabet Inc. (Class A)	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 0.6%−12.7 pts vs S&P	Filing for GOOGL on Oct 30, 2025
GOOGLAlphabet Inc. (Class A)	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 0.6%−12.7 pts vs S&P	Filing for GOOGL on Oct 30, 2025
AXPAmerican Express	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 8.4%−20.6 pts vs S&P	Filing for AXP on Oct 30, 2025
AXPAmerican Express	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 8.4%−20.6 pts vs S&P	Filing for AXP on Oct 30, 2025
AMHAmerican Homes 4 Rent	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 2.7%−9.4 pts vs S&P	Filing for AMH on Oct 30, 2025
AMHAmerican Homes 4 Rent	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 2.7%−9.4 pts vs S&P	Filing for AMH on Oct 30, 2025
APPFAppfolio Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 4.8%−16.9 pts vs S&P	Filing for APPF on Oct 30, 2025
APPFAppfolio Inc	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 4.8%−16.9 pts vs S&P	Filing for APPF on Oct 30, 2025
AAPLApple Inc.	Purchase$15,001 - $50,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 22.4%+10.3 pts vs S&P	Filing for AAPL on Oct 30, 2025
AAPLApple Inc.	Sale (full)$15,001 - $50,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 22.4%+10.3 pts vs S&P	Filing for AAPL on Oct 30, 2025
ASMLAsml Holding NV	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for ASML on Oct 30, 2025
ASMLAsml Holding NV	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for ASML on Oct 30, 2025
AZNAstrazeneca PLC	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for AZN on Oct 30, 2025
AZNAstrazeneca PLC	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for AZN on Oct 30, 2025
BACBank of America	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 4.7%−16.8 pts vs S&P	Filing for BAC on Oct 30, 2025
BACBank of America	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 4.7%−16.8 pts vs S&P	Filing for BAC on Oct 30, 2025
BAXBaxter International	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 31.6%+19.5 pts vs S&P	Filing for BAX on Oct 30, 2025
BAXBaxter International	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 31.6%+19.5 pts vs S&P	Filing for BAX on Oct 30, 2025
BRK.BBerkshire Hathaway	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.4%+4.3 pts vs S&P	Filing for BRK.B on Oct 30, 2025
BRK.BBerkshire Hathaway	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.4%+4.3 pts vs S&P	Filing for BRK.B on Oct 30, 2025
BHPBHP Group Ltd	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for BHP on Oct 30, 2025
BHPBHP Group Ltd	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for BHP on Oct 30, 2025
BLBlackline, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 41.3%−53.4 pts vs S&P	Filing for BL on Oct 30, 2025
BLBlackline, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 41.3%−53.4 pts vs S&P	Filing for BL on Oct 30, 2025
BSXBoston Scientific	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 56.8%−69.0 pts vs S&P	Filing for BSX on Oct 30, 2025
BSXBoston Scientific	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 56.8%−69.0 pts vs S&P	Filing for BSX on Oct 30, 2025
BCOBrinks Co	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for BCO on Oct 30, 2025
BCOBrinks Co	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for BCO on Oct 30, 2025
AVGOBroadcom	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 11.1%−23.2 pts vs S&P	Filing for AVGO on Oct 30, 2025
AVGOBroadcom	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 11.1%−23.2 pts vs S&P	Filing for AVGO on Oct 30, 2025
BROBrown & Brown	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 11.1%−23.3 pts vs S&P	Filing for BRO on Oct 30, 2025
BROBrown & Brown	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 11.1%−23.3 pts vs S&P	Filing for BRO on Oct 30, 2025
BWXTBWX Technologies, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 37.6%−49.7 pts vs S&P	Filing for BWXT on Oct 30, 2025
BWXTBWX Technologies, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 37.6%−49.7 pts vs S&P	Filing for BWXT on Oct 30, 2025
CACICACI International Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 20.9%+8.8 pts vs S&P	Filing for CACI on Oct 30, 2025
CACICACI International Inc	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 20.9%+8.8 pts vs S&P	Filing for CACI on Oct 30, 2025
CASYCasey's	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 29.3%+17.1 pts vs S&P	Filing for CASY on Oct 30, 2025
CASYCasey's	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 29.3%+17.1 pts vs S&P	Filing for CASY on Oct 30, 2025
CHRDChord Energy Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 67.9%+55.8 pts vs S&P	Filing for CHRD on Oct 30, 2025
CHRDChord Energy Corp	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 67.9%+55.8 pts vs S&P	Filing for CHRD on Oct 30, 2025
CIENCiena	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 57.8%+45.7 pts vs S&P	Filing for CIEN on Oct 30, 2025
CIENCiena	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 57.8%+45.7 pts vs S&P	Filing for CIEN on Oct 30, 2025
CLXClorox	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 12.9%−25.0 pts vs S&P	Filing for CLX on Oct 30, 2025
CLXClorox	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 12.9%−25.0 pts vs S&P	Filing for CLX on Oct 30, 2025
KOThe Coca-Cola Company	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 41.2%+29.1 pts vs S&P	Filing for KO on Oct 30, 2025
KOThe Coca-Cola Company	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 41.2%+29.1 pts vs S&P	Filing for KO on Oct 30, 2025
COHRCoherent Corp.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 55.9%+43.8 pts vs S&P	Filing for COHR on Oct 30, 2025
COHRCoherent Corp.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 55.9%+43.8 pts vs S&P	Filing for COHR on Oct 30, 2025
COPConocoPhillips	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 69.1%+57.0 pts vs S&P	Filing for COP on Oct 30, 2025
COPConocoPhillips	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 69.1%+57.0 pts vs S&P	Filing for COP on Oct 30, 2025
CEGConstellation Energy	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 30.8%−42.9 pts vs S&P	Filing for CEG on Oct 30, 2025
CEGConstellation Energy	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 30.8%−42.9 pts vs S&P	Filing for CEG on Oct 30, 2025
CNMCore & Main, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 14.0%−26.1 pts vs S&P	Filing for CNM on Oct 30, 2025
CNMCore & Main, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 14.0%−26.1 pts vs S&P	Filing for CNM on Oct 30, 2025
CMICummins	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.5%+4.4 pts vs S&P	Filing for CMI on Oct 30, 2025
CMICummins	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.5%+4.4 pts vs S&P	Filing for CMI on Oct 30, 2025
CVSCVS Health	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 23.0%+10.9 pts vs S&P	Filing for CVS on Oct 30, 2025
CVSCVS Health	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 23.0%+10.9 pts vs S&P	Filing for CVS on Oct 30, 2025
DHID. R. Horton	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 1.4%−13.6 pts vs S&P	Filing for DHI on Oct 30, 2025
DHID. R. Horton	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 1.4%−13.6 pts vs S&P	Filing for DHI on Oct 30, 2025
DRIDarden Restaurants	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 26.8%+14.7 pts vs S&P	Filing for DRI on Oct 30, 2025
DRIDarden Restaurants	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 26.8%+14.7 pts vs S&P	Filing for DRI on Oct 30, 2025
DDOGDatadog, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 40.8%+28.7 pts vs S&P	Filing for DDOG on Oct 30, 2025
DDOGDatadog, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 40.8%+28.7 pts vs S&P	Filing for DDOG on Oct 30, 2025
SRESempra	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 5.1%−17.3 pts vs S&P	Filing for SRE on Oct 30, 2025
SRESempra	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 5.1%−17.3 pts vs S&P	Filing for SRE on Oct 30, 2025
DELLDell Technologies	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 155.5%+143.4 pts vs S&P	Filing for DELL on Oct 30, 2025
DELLDell Technologies	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 155.5%+143.4 pts vs S&P	Filing for DELL on Oct 30, 2025
DALDelta Air Lines	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 47.0%+34.9 pts vs S&P	Filing for DAL on Oct 30, 2025
DALDelta Air Lines	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 47.0%+34.9 pts vs S&P	Filing for DAL on Oct 30, 2025
DKSDick's Sporting Goods, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 37.0%−49.1 pts vs S&P	Filing for DKS on Oct 30, 2025
DKSDick's Sporting Goods, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 37.0%−49.1 pts vs S&P	Filing for DKS on Oct 30, 2025
DUKDuke Energy	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 4.6%−7.5 pts vs S&P	Filing for DUK on Oct 30, 2025
DUKDuke Energy	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 4.6%−7.5 pts vs S&P	Filing for DUK on Oct 30, 2025
ETNEaton Corporation	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 3.7%−8.4 pts vs S&P	Filing for ETN on Oct 30, 2025
ETNEaton Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 3.7%−8.4 pts vs S&P	Filing for ETN on Oct 30, 2025
ECLEcolab	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 19.8%+7.7 pts vs S&P	Filing for ECL on Oct 30, 2025
ECLEcolab	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 19.8%+7.7 pts vs S&P	Filing for ECL on Oct 30, 2025
EMEEmcor	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 8.5%−3.6 pts vs S&P	Filing for EME on Oct 30, 2025
EMEEmcor	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 8.5%−3.6 pts vs S&P	Filing for EME on Oct 30, 2025
EHCEncompass Health Corp	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.9%+4.8 pts vs S&P	Filing for EHC on Oct 30, 2025
EHCEncompass Health Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.9%+4.8 pts vs S&P	Filing for EHC on Oct 30, 2025
ENTGEntegris Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 75.1%+63.0 pts vs S&P	Filing for ENTG on Oct 30, 2025
ENTGEntegris Inc	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 75.1%+63.0 pts vs S&P	Filing for ENTG on Oct 30, 2025
WTRGEssential Utilities, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 17.8%+5.7 pts vs S&P	Filing for WTRG on Oct 30, 2025
WTRGEssential Utilities, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 17.8%+5.7 pts vs S&P	Filing for WTRG on Oct 30, 2025
EXCExelon	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 0.5%−11.6 pts vs S&P	Filing for EXC on Oct 30, 2025
EXCExelon	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 0.5%−11.6 pts vs S&P	Filing for EXC on Oct 30, 2025
XOMExxonMobil	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 59.4%+47.3 pts vs S&P	Filing for XOM on Oct 30, 2025
XOMExxonMobil	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 59.4%+47.3 pts vs S&P	Filing for XOM on Oct 30, 2025
FNFabrinet	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 17.7%−29.8 pts vs S&P	Filing for FN on Oct 30, 2025
FNFabrinet	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 17.7%−29.8 pts vs S&P	Filing for FN on Oct 30, 2025
FIVEFive Below, Inc	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 51.3%+39.2 pts vs S&P	Filing for FIVE on Oct 30, 2025
FIVEFive Below, Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 51.3%+39.2 pts vs S&P	Filing for FIVE on Oct 30, 2025
FMCFMC Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 59.2%−71.4 pts vs S&P	Filing for FMC on Oct 30, 2025
FMCFMC Corp	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 59.2%−71.4 pts vs S&P	Filing for FMC on Oct 30, 2025
FTNTFortinet	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 51.5%+39.3 pts vs S&P	Filing for FTNT on Oct 30, 2025
FTNTFortinet	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 51.5%+39.3 pts vs S&P	Filing for FTNT on Oct 30, 2025
ITGartner	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 17.1%−29.3 pts vs S&P	Filing for IT on Oct 30, 2025
ITGartner	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▼ 17.1%−29.3 pts vs S&P	Filing for IT on Oct 30, 2025
GTYGetty Realty Corp	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 9.6%−2.5 pts vs S&P	Filing for GTY on Oct 30, 2025
GTYGetty Realty Corp	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 9.6%−2.5 pts vs S&P	Filing for GTY on Oct 30, 2025
GSGoldman Sachs	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 15.5%+3.4 pts vs S&P	Filing for GS on Oct 30, 2025
GSGoldman Sachs	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 15.5%+3.4 pts vs S&P	Filing for GS on Oct 30, 2025
GSKGSK plc	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for GSK on Oct 30, 2025
GSKGSK plc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for GSK on Oct 30, 2025
HASHasbro	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 59.0%+46.9 pts vs S&P	Filing for HAS on Oct 30, 2025
HASHasbro	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 59.0%+46.9 pts vs S&P	Filing for HAS on Oct 30, 2025
HDBHdfc Bank LTD	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for HDB on Oct 30, 2025
HDBHdfc Bank LTD	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for HDB on Oct 30, 2025
HPEHewlett Packard Enterprise	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 121.5%+109.4 pts vs S&P	Filing for HPE on Oct 30, 2025
HPEHewlett Packard Enterprise	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 121.5%+109.4 pts vs S&P	Filing for HPE on Oct 30, 2025
HOMBHome Bancshares Inc	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.3%+4.2 pts vs S&P	Filing for HOMB on Oct 30, 2025
HOMBHome Bancshares Inc	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 16.3%+4.2 pts vs S&P	Filing for HOMB on Oct 30, 2025
HMCHonda Motor Co LTD	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for HMC on Oct 30, 2025
HMCHonda Motor Co LTD	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for HMC on Oct 30, 2025
HWMHowmet Aerospace	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 10.7%−1.4 pts vs S&P	Filing for HWM on Oct 30, 2025
HWMHowmet Aerospace	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 10.7%−1.4 pts vs S&P	Filing for HWM on Oct 30, 2025
HUMHumana	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 48.4%+36.3 pts vs S&P	Filing for HUM on Oct 30, 2025
HUMHumana	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 48.4%+36.3 pts vs S&P	Filing for HUM on Oct 30, 2025
IEXIDEX Corporation	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 41.4%+29.3 pts vs S&P	Filing for IEX on Oct 30, 2025
IEXIDEX Corporation	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 41.4%+29.3 pts vs S&P	Filing for IEX on Oct 30, 2025
ITWIllinois Tool Works	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 20.5%+8.3 pts vs S&P	Filing for ITW on Oct 30, 2025
ITWIllinois Tool Works	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 20.5%+8.3 pts vs S&P	Filing for ITW on Oct 30, 2025
ILMNIllumina, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 139.4%+127.3 pts vs S&P	Filing for ILMN on Oct 30, 2025
ILMNIllumina, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 139.4%+127.3 pts vs S&P	Filing for ILMN on Oct 30, 2025
ITTITT Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 11.5%−0.7 pts vs S&P	Filing for ITT on Oct 30, 2025
ITTITT Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 11.5%−0.7 pts vs S&P	Filing for ITT on Oct 30, 2025
JDJd.com, Inc.	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for JD on Oct 30, 2025
JDJd.com, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	—	Filing for JD on Oct 30, 2025
JNJJohnson & Johnson	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 43.8%+31.7 pts vs S&P	Filing for JNJ on Oct 30, 2025
JNJJohnson & Johnson	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 43.8%+31.7 pts vs S&P	Filing for JNJ on Oct 30, 2025
JPMJPMorgan Chase	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 10.9%−1.2 pts vs S&P	Filing for JPM on Oct 30, 2025
JPMJPMorgan Chase	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 10.9%−1.2 pts vs S&P	Filing for JPM on Oct 30, 2025
KVUEKenvue	Sale (full)$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 43.8%+31.5 pts vs S&P	Filing for KVUE on Oct 30, 2025
KVUEKenvue	Purchase$1,001 - $15,000 · Spouse	Nov 21, 2025	Oct 30, 2025	▲ 43.8%+31.5 pts vs S&P	Filing for KVUE on Oct 30, 2025

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%	−1.2%	44%	587	−1.0% (579)
Purchases	90 days	−1.6%	−3.1%	38%	579	−1.5% (579)
Sales	30 days	−0.1%	−0.1%	49%	569	−0.6% (568)
Sales	90 days	−0.7%	−2.4%	41%	568	+0.8% (568)

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 Oct 12, 2026 9 stock or option trades · CACI, CAT, IBRX, MSFT, NG, OLN, STX, RIG
Report filed Aug 5, 2026 0 stock or option trades
Report filed Mar 4, 2026 2 stock or option trades · BBAI
Report filed Feb 11, 2026 0 stock or option trades
Report filed Jan 7, 2026 0 stock or option trades
Report filed Nov 21, 2025 473 stock or option trades · ABBV, ACIW, AMD, AKAM, BABA, ALLE, GOOGL, AMZN, AXP, AMH, APPF, AAPL
Report filed Oct 23, 2025 Scanned paper report (not transcribed)
Report filed Oct 22, 2025 92 stock or option trades · ADC, APD, ACI, ALGN, AMZN, AMH, AMGN, AAPL, ASML, BAX, BBT, BHP
Report filed Sep 12, 2025 141 stock or option trades · ACIW, ADC, APD, AKAM, ALGN, LNT, BUD, APPF, MT, ANET, BAX, BHP
Report filed Aug 13, 2025 698 stock or option trades · ABT, ABBV, ACN, ADBE, WMS, AMD, AGCO, A, ADC, ALK, ACI, BABA

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