Marie Newman: stock trades

Democrat, Representative for IL's 3rd district. Value ranges as filed, never exact figures.

Activity

Top sectors

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

Consumer Discretionary37% of trades 105 trades: 48 purchases, 57 sales
Financials17% of trades 47 trades: 26 purchases, 21 sales
Technology15% of trades 42 trades: 21 purchases, 21 sales
Industrials11% of trades 30 trades: 12 purchases, 18 sales
Communication Services10% of trades 27 trades: 11 purchases, 16 sales
Health Care6% of trades 17 trades: 6 purchases, 11 sales

Would copying Marie Newman’s trades have beaten the S&P 500?

Copying Marie Newman’s disclosed holdings (starting from the holdings in each annual disclosure report once it was published, then adding purchases and taking off sales as each trade report became public, sized by the amounts reported, with call options counted as the stock until they expired) would have turned $10,000 on February 16, 2021 into $13,795 by November 2, 2026, against $20,819 in the S&P 500: +5.8% a year against +13.7%, with a beta of 1.07. Selling each purchase after 6 months instead would have made +0.3% a year. Six months after each report, the average share purchase was −9.9% against the S&P 500 (median −7.2%), and 37% beat it, suggestive, but not enough to rule out luck. Measured from the trade date instead, the member’s own timing, the average was −11.8%. Reports arrived a median of 33 days after the trade. 50 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 Marie NewmanS&P 500, buy and hold $10,000 copying Marie Newman’s disclosed holdings from February 16, 2021, before costs and taxes, marked weekly. Each annual report resets the copy to the holdings it lists; each trade report then adds or reduces positions, sized by the middle of the amount band filed (a partial sale takes off its band but never more than half the position). Holdings before the first report in our records are unknown. Money not in a stock earns the Treasury bill rate. 37 call option trades count as the stock until they expire.

Marie Newman: 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	119	−3.5%	−2.0%	37%	-2.05	No reliable evidence
Purchases, 6 months after the report	119	−9.9%	−7.2%	37%	-3.86	Some evidence: behind
Purchases, 3 months after the trade	119	−8.1%	−4.2%	41%	-4.51	Strong evidence: behind
Purchases, 6 months after the trade	119	−11.8%	−9.1%	33%	-4.36	Strong evidence: behind
Sales, 6 months after the report	111	−6.3%	−6.7%	66%	-1.99	No reliable evidence

Return a year, copying: +5.8%
S&P 500, same dates: +13.7%
Yearly swing (S&P 500): 21% (17%)
Sharpe ratio (S&P 500): 0.21 (0.65)
Biggest drop (S&P 500): −46% (−25%)
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 Marie Newman 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.

Marie Newman: companies traded

TSLATesla, Inc.	8$253,008–$545,000	17$262,017–$680,000	Feb 11, 2021	Aug 2, 2021	▲ 46.9%−61.5 pts vs S&P
COINCoinbase	9$107,009–$380,000	11$151,011–$440,000	Apr 16, 2021	Nov 21, 2022	▼ 57.5%−152.0 pts vs S&P
CHWYChewy, Inc.	9$37,009–$205,000	9$37,009–$205,000	Jan 4, 2021	Aug 13, 2021	▼ 75.1%−195.8 pts vs S&P
NFLXNetflix	5$201,005–$415,000	12$307,012–$755,000	Jan 14, 2021	Aug 27, 2021	—
FDXFedEx	5$75,005–$250,000	9$156,009–$465,000	Jan 4, 2021	Apr 9, 2021	▲ 68.8%−38.8 pts vs S&P
AAPLApple Inc.	7$63,007–$245,000	5$61,005–$215,000	Jan 11, 2021	Dec 31, 2021	▲ 164.3%+49.4 pts vs S&P
ZMZoom Communications, Inc.	4$32,004–$130,000	8$99,008–$310,000	Jan 4, 2021	Jan 11, 2022	—
WWayfair Inc.	3$45,003–$150,000	8$78,008–$295,000	Jan 8, 2021	Aug 20, 2021	▼ 62.0%−173.8 pts vs S&P
MRNAModerna	3$3,003–$45,000	7$49,007–$210,000	Jan 8, 2021	Jan 29, 2021	▲ 74.3%−40.8 pts vs S&P
METMetLife	5$5,005–$75,000	4$4,004–$60,000	Jan 11, 2021	Sep 17, 2021	▲ 142.7%+27.7 pts vs S&P
PTONPeloton Interactive, Inc.	5$5,005–$75,000	4$18,004–$95,000	Feb 8, 2021	Sep 10, 2021	▼ 96.3%−204.8 pts vs S&P
LMNDLemonade, Inc.	4$32,004–$130,000	3$3,003–$45,000	Feb 16, 2021	Jul 15, 2021	▼ 74.1%−181.6 pts vs S&P
VRMVroom, Inc.	4$4,004–$60,000	3$3,003–$45,000	Feb 1, 2021	Mar 1, 2021	—
CCLCarnival Corporation	3$3,003–$45,000	3$3,003–$45,000	Feb 5, 2021	Jul 2, 2021	▲ 37.5%−71.0 pts vs S&P
IBMIBM	3$3,003–$45,000	3$3,003–$45,000	Jan 21, 2021	Mar 29, 2021	▲ 148.2%+36.3 pts vs S&P
CRMSalesforce	2$30,002–$100,000	3$45,003–$150,000	Jan 22, 2021	Nov 24, 2021	▼ 8.8%−95.3 pts vs S&P
MCDMcDonald's	2$30,002–$100,000	3$45,003–$150,000	Jan 8, 2021	Feb 12, 2021	▲ 42.9%−73.8 pts vs S&P
UPSUnited Parcel Service	2$30,002–$100,000	3$45,003–$150,000	Mar 5, 2021	Mar 26, 2021	▼ 16.6%−123.5 pts vs S&P
DUKDuke Energy	2$2,002–$30,000	2$2,002–$30,000	Jan 11, 2021	Mar 29, 2021	▲ 76.9%−38.1 pts vs S&P
MSFTMicrosoft Corporation	3$31,003–$115,000	1$15,001–$50,000	Jan 14, 2021	Aug 6, 2021	▲ 157.1%+42.0 pts vs S&P
NKENike, Inc.	2$2,002–$30,000	2$16,002–$65,000	Feb 4, 2021	Jul 9, 2021	▼ 70.0%−180.8 pts vs S&P
PFEPfizer	1$1,001–$15,000	3$3,003–$45,000	Feb 1, 2021	Mar 12, 2021	▲ 11.0%−105.4 pts vs S&P
SBUXStarbucks	3$3,003–$45,000	1$1,001–$15,000	Apr 26, 2021	Aug 13, 2021	▲ 2.1%−92.2 pts vs S&P
TRUPTrupanion, Inc.	2$2,002–$30,000	2$2,002–$30,000	Feb 16, 2021	Jul 16, 2021	▼ 70.6%−178.1 pts vs S&P
WMTWalmart	2$2,002–$30,000	2$2,002–$30,000	Jan 14, 2021	Aug 20, 2021	▲ 174.4%+59.3 pts vs S&P
XOMExxonMobil	2$2,002–$30,000	2$2,002–$30,000	Jan 8, 2021	Feb 5, 2021	▲ 360.8%+249.0 pts vs S&P
BABoeing	1$15,001–$50,000	2$30,002–$100,000	Jan 25, 2021	Jan 29, 2021	▼ 14.6%−126.4 pts vs S&P
BABAAlibaba Group Holding Ltd	0	3$45,003–$150,000	Jan 22, 2021	Jan 22, 2021	—
CNACNA Financial Corp	3$3,003–$45,000	0	Aug 2, 2021	Aug 2, 2021	▲ 60.5%−24.3 pts vs S&P
DISThe Walt Disney Company	2$30,002–$100,000	1$15,001–$50,000	Feb 19, 2021	Nov 11, 2021	▼ 35.9%−144.6 pts vs S&P
DOCUDocusign, Inc.	2$16,002–$65,000	1$15,001–$50,000	Jan 11, 2021	Jan 14, 2021	▼ 66.3%−181.3 pts vs S&P
RRyder System Inc	2$16,002–$65,000	1$1,001–$15,000	Feb 19, 2021	Sep 7, 2021	▲ 390.4%+281.6 pts vs S&P
SPOTSpotify Technology S.a.	2$16,002–$65,000	1$15,001–$50,000	Apr 9, 2021	Apr 13, 2021	—
TRVThe Travelers Companies	2$2,002–$30,000	1$1,001–$15,000	Feb 5, 2021	Aug 2, 2021	▲ 204.8%+94.8 pts vs S&P
UALUnited Airlines Holdings	1$1,001–$15,000	2$2,002–$30,000	Jan 21, 2021	Feb 19, 2021	▲ 151.7%+39.9 pts vs S&P
BBYBest Buy	1$15,001–$50,000	1$15,001–$50,000	Jan 8, 2021	Dec 29, 2021	▲ 16.7%−51.6 pts vs S&P
COSTCostco	1$15,001–$50,000	1$15,001–$50,000	Jul 13, 2021	Jul 30, 2021	▲ 166.0%+80.3 pts vs S&P
ETNEaton Corporation	1$1,001–$15,000	1$1,001–$15,000	Feb 16, 2021	Feb 26, 2021	▲ 244.8%+137.3 pts vs S&P
FFord Motor Company	1$1,001–$15,000	1$1,001–$15,000	Jul 19, 2021	Oct 14, 2021	▲ 25.3%−65.0 pts vs S&P
GMGeneral Motors	1$1,001–$15,000	1$1,001–$15,000	Jan 15, 2021	Jan 22, 2021	▲ 84.0%−32.6 pts vs S&P
GPROGopro, Inc.	2$2,002–$30,000	0	Apr 9, 2021	Apr 16, 2021	▼ 92.5%−189.7 pts vs S&P
JNJJohnson & Johnson	1$15,001–$50,000	1$15,001–$50,000	Apr 13, 2021	Apr 23, 2021	▲ 94.1%−2.5 pts vs S&P
KRKroger	1$1,001–$15,000	1$1,001–$15,000	Feb 1, 2021	Mar 5, 2021	▲ 125.6%+9.2 pts vs S&P
METAMeta Platforms	1$15,001–$50,000	1$15,001–$50,000	Aug 2, 2021	Aug 13, 2021	▲ 77.6%−7.2 pts vs S&P
SNAPSnap Inc	1$1,001–$15,000	1$1,001–$15,000	Feb 8, 2021	Feb 19, 2021	▼ 91.3%−199.8 pts vs S&P
YETIYeti Holdings, Inc.	1$1,001–$15,000	1$1,001–$15,000	Jan 22, 2021	Feb 5, 2021	▼ 36.2%−148.9 pts vs S&P
AMZNAmazon	1$15,001–$50,000	0	Oct 29, 2021	Oct 29, 2021	▲ 49.4%−26.1 pts vs S&P
HIPOHippo Holdings Inc.	1$1,001–$15,000	0	Nov 19, 2021	Nov 19, 2021	▼ 63.7%−135.7 pts vs S&P
KOThe Coca-Cola Company	1$1,001–$15,000	0	Apr 19, 2021	Apr 19, 2021	▲ 106.5%+11.1 pts vs S&P
NVCRNovocure Ltd	1$15,001–$50,000	0	Jul 2, 2021	Jul 2, 2021	▼ 92.8%−179.2 pts vs S&P
RIVNRivian Automotive, Inc. / DE	1$15,001–$50,000	0	Nov 10, 2021	Nov 10, 2021	▼ 86.8%−160.8 pts vs S&P
YTRAYatra Online, Inc.	1$1,001–$15,000	0	Apr 23, 2021	Apr 23, 2021	—

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. Click a column heading to sort.

Marie Newman: trades in companies we cover
					Report
COINCoinbase	Sale (full)$1,001 - $15,000 · Joint	Dec 23, 2022	Nov 21, 2022	▲ 252.2%+150.9 pts vs S&P	Filing for COIN on Nov 21, 2022
COINCoinbase	Sale (full) (option)$1,001 - $15,000 · Spouse	Mar 5, 2022	Feb 8, 2022	—	Filing for COIN on Feb 8, 2022
ZMZoom Communications, Inc.	Sale (full)$15,001 - $50,000 · Spouse	Feb 8, 2022	Jan 11, 2022	▼ 47.9%−118.9 pts vs S&P	Filing for ZM on Jan 11, 2022
COINCoinbase	Purchase$1,001 - $15,000 · Joint	Feb 8, 2022	Jan 4, 2022	▼ 42.0%−110.2 pts vs S&P	Filing for COIN on Jan 4, 2022
AAPLApple Inc.	Sale (full)$15,001 - $50,000 · Spouse	Feb 8, 2022	Dec 31, 2021	▲ 90.8%+21.7 pts vs S&P	Filing for AAPL on Dec 31, 2021
BBYBest Buy	Purchase$15,001 - $50,000 · Spouse	Jan 8, 2022	Dec 29, 2021	▲ 16.7%−51.6 pts vs S&P	Filing for BBY on Dec 29, 2021
COINCoinbase	Sale (full) (option)$1,001 - $15,000 · Spouse	Jan 8, 2022	Dec 7, 2021	—	Filing for COIN on Dec 7, 2021
AAPLApple Inc.	Sale (full)$15,001 - $50,000 · Spouse	Dec 8, 2021	Nov 26, 2021	▲ 116.1%+40.4 pts vs S&P	Filing for AAPL on Nov 26, 2021
CRMSalesforce	Purchase$15,001 - $50,000 · Spouse	Dec 8, 2021	Nov 24, 2021	▼ 21.7%−93.5 pts vs S&P	Filing for CRM on Nov 24, 2021
HIPOHippo Holdings Inc.	Purchase$1,001 - $15,000 · Spouse	Dec 8, 2021	Nov 19, 2021	▼ 63.7%−135.7 pts vs S&P	Filing for HIPO on Nov 19, 2021
COINCoinbase	Purchase$15,001 - $50,000 · Spouse	Dec 8, 2021	Nov 18, 2021	▼ 55.1%−126.8 pts vs S&P	Filing for COIN on Nov 18, 2021
DISThe Walt Disney Company	Purchase$15,001 - $50,000 · Spouse	Dec 8, 2021	Nov 11, 2021	▼ 27.4%−101.2 pts vs S&P	Filing for DIS on Nov 11, 2021
RIVNRivian Automotive, Inc. / DE	Purchase$15,001 - $50,000 · Spouse	Dec 9, 2021	Nov 10, 2021	▼ 86.8%−160.8 pts vs S&P	Filing for RIVN on Nov 10, 2021
COINCoinbase	Sale (full) (option)$1,001 - $15,000 · Spouse	Dec 8, 2021	Nov 9, 2021	—	Filing for COIN on Nov 9, 2021
COINCoinbase	Purchase$15,001 - $50,000 · Spouse	Dec 8, 2021	Nov 9, 2021	▼ 59.4%−131.9 pts vs S&P	Filing for COIN on Nov 9, 2021
COINCoinbase	Sale (full)$50,001 - $100,000 · Spouse	Dec 9, 2021	Nov 5, 2021	▼ 56.9%−129.0 pts vs S&P	Filing for COIN on Nov 5, 2021
COINCoinbase	Sale (full)$50,001 - $100,000 · Spouse	Dec 8, 2021	Nov 5, 2021	▼ 56.9%−129.0 pts vs S&P	Filing for COIN on Nov 5, 2021
AMZNAmazon	Purchase$15,001 - $50,000 · Spouse	Dec 8, 2021	Oct 29, 2021	▲ 49.4%−26.1 pts vs S&P	Filing for AMZN on Oct 29, 2021
AAPLApple Inc.	Purchase$15,001 - $50,000 · Spouse	Dec 8, 2021	Oct 29, 2021	▲ 126.5%+51.0 pts vs S&P	Filing for AAPL on Oct 29, 2021
COINCoinbase	Sale (full) (option)$1,001 - $15,000 · Spouse	Nov 7, 2021	Oct 28, 2021	—	Filing for COIN on Oct 28, 2021
FFord Motor Company	Sale (full)$1,001 - $15,000 · Spouse	Nov 7, 2021	Oct 14, 2021	▲ 7.7%−74.5 pts vs S&P	Filing for F on Oct 14, 2021
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	Oct 6, 2021	Sep 17, 2021	▲ 89.6%+6.9 pts vs S&P	Filing for MET on Sep 17, 2021
COINCoinbase	Purchase$15,001 - $50,000 · Spouse	Oct 6, 2021	Sep 14, 2021	▼ 40.2%−122.3 pts vs S&P	Filing for COIN on Sep 14, 2021
PTONPeloton Interactive, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Oct 6, 2021	Sep 10, 2021	▼ 95.3%−176.9 pts vs S&P	Filing for PTON on Sep 10, 2021
PTONPeloton Interactive, Inc.	Purchase$1,001 - $15,000 · Spouse	Oct 6, 2021	Sep 8, 2021	▼ 94.5%−173.9 pts vs S&P	Filing for PTON on Sep 8, 2021
METMetLife	Purchase$1,001 - $15,000 · Spouse	Oct 6, 2021	Sep 7, 2021	▲ 92.2%+13.0 pts vs S&P	Filing for MET on Sep 7, 2021
METMetLife	Purchase$1,001 - $15,000 · Spouse	Oct 6, 2021	Sep 7, 2021	▲ 92.2%+13.0 pts vs S&P	Filing for MET on Sep 7, 2021
RRyder System Inc	Purchase$15,001 - $50,000 · Spouse	Oct 6, 2021	Sep 7, 2021	▲ 300.3%+221.1 pts vs S&P	Filing for R on Sep 7, 2021
ZMZoom Communications, Inc.	Purchase$15,001 - $50,000 · Spouse	Oct 6, 2021	Sep 7, 2021	▼ 69.4%−148.6 pts vs S&P	Filing for ZM on Sep 7, 2021
NFLXNetflix	Sale (full)$50,001 - $100,000 · Spouse	Sep 8, 2021	Aug 27, 2021	▲ 12.8%−66.8 pts vs S&P	Filing for NFLX on Aug 27, 2021
CRMSalesforce	Sale (full)$15,001 - $50,000 · Spouse	Sep 8, 2021	Aug 20, 2021	▼ 11.6%−94.1 pts vs S&P	Filing for CRM on Aug 20, 2021
WMTWalmart	Sale (full)$1,001 - $15,000 · Spouse	Sep 8, 2021	Aug 20, 2021	▲ 163.1%+80.7 pts vs S&P	Filing for WMT on Aug 20, 2021
WWayfair Inc.	Sale (full)$15,001 - $50,000 · Spouse	Sep 8, 2021	Aug 20, 2021	▼ 61.5%−143.9 pts vs S&P	Filing for W on Aug 20, 2021
AAPLApple Inc.	Purchase$15,001 - $50,000 · Spouse	Sep 8, 2021	Aug 13, 2021	▲ 127.6%+46.2 pts vs S&P	Filing for AAPL on Aug 13, 2021
CHWYChewy, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Sep 8, 2021	Aug 13, 2021	▼ 76.8%−158.2 pts vs S&P	Filing for CHWY on Aug 13, 2021
COINCoinbase	Purchase$15,001 - $50,000 · Spouse	Sep 8, 2021	Aug 13, 2021	▼ 44.4%−125.8 pts vs S&P	Filing for COIN on Aug 13, 2021
COINCoinbase	Sale (full) (option)$1,001 - $15,000 · Spouse	Sep 8, 2021	Aug 13, 2021	—	Filing for COIN on Aug 13, 2021
METAMeta Platforms	Sale (full)$15,001 - $50,000 · Spouse	Sep 8, 2021	Aug 13, 2021	▲ 72.1%−9.3 pts vs S&P	Filing for META on Aug 13, 2021
SBUXStarbucks	Purchase$1,001 - $15,000 · Spouse	Sep 8, 2021	Aug 13, 2021	▲ 0.6%−80.8 pts vs S&P	Filing for SBUX on Aug 13, 2021
MSFTMicrosoft Corporation	Purchase$1,001 - $15,000 · Spouse	Sep 8, 2021	Aug 6, 2021	▲ 88.3%+5.5 pts vs S&P	Filing for MSFT on Aug 6, 2021
CNACNA Financial Corp	Purchase$1,001 - $15,000 · Spouse	Sep 8, 2021	Aug 2, 2021	▲ 60.5%−24.3 pts vs S&P	Filing for CNA on Aug 2, 2021
CNACNA Financial Corp	Purchase$1,001 - $15,000 · Spouse	Sep 8, 2021	Aug 2, 2021	▲ 60.5%−24.3 pts vs S&P	Filing for CNA on Aug 2, 2021
CNACNA Financial Corp	Purchase$1,001 - $15,000 · Spouse	Sep 8, 2021	Aug 2, 2021	▲ 60.5%−24.3 pts vs S&P	Filing for CNA on Aug 2, 2021
METAMeta Platforms	Purchase$15,001 - $50,000 · Spouse	Sep 8, 2021	Aug 2, 2021	▲ 77.6%−7.2 pts vs S&P	Filing for META on Aug 2, 2021
TSLATesla, Inc.	Purchase (option)$1,001 - $15,000 · Spouse	Sep 8, 2021	Aug 2, 2021	—	Filing for TSLA on Aug 2, 2021
TSLATesla, Inc.	Sale (full)$50,001 - $100,000 · Spouse	Sep 8, 2021	Aug 2, 2021	▲ 68.0%−16.8 pts vs S&P	Filing for TSLA on Aug 2, 2021
TRVThe Travelers Companies	Purchase$1,001 - $15,000 · Spouse	Sep 8, 2021	Aug 2, 2021	▲ 193.1%+108.3 pts vs S&P	Filing for TRV on Aug 2, 2021
COINCoinbase	Sale (full)$15,001 - $50,000 · Spouse	Sep 8, 2021	Jul 30, 2021	▼ 38.6%−123.1 pts vs S&P	Filing for COIN on Jul 30, 2021
COINCoinbase	Sale (full)$15,001 - $50,000 · Spouse	Sep 8, 2021	Jul 30, 2021	▼ 38.6%−123.1 pts vs S&P	Filing for COIN on Jul 30, 2021
COSTCostco	Sale (full)$15,001 - $50,000 · Spouse	Sep 8, 2021	Jul 30, 2021	▲ 151.5%+67.0 pts vs S&P	Filing for COST on Jul 30, 2021
SBUXStarbucks	Purchase$1,001 - $15,000 · Spouse	Aug 5, 2021	Jul 28, 2021	▼ 3.7%−88.0 pts vs S&P	Filing for SBUX on Jul 28, 2021
COINCoinbase	Purchase$15,001 - $50,000 · Spouse	Aug 5, 2021	Jul 23, 2021	▼ 35.4%−119.3 pts vs S&P	Filing for COIN on Jul 23, 2021
FFord Motor Company	Purchase$1,001 - $15,000 · Spouse	Aug 5, 2021	Jul 19, 2021	▲ 25.3%−65.0 pts vs S&P	Filing for F on Jul 19, 2021
NFLXNetflix	Sale (full) (option)$1,001 - $15,000 · Spouse	Aug 5, 2021	Jul 19, 2021	—	Filing for NFLX on Jul 19, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Aug 5, 2021	Jul 19, 2021	—	Filing for TSLA on Jul 19, 2021
SBUXStarbucks	Sale (full)$1,001 - $15,000 · Spouse	Aug 5, 2021	Jul 16, 2021	▼ 0.7%−88.2 pts vs S&P	Filing for SBUX on Jul 16, 2021
TRUPTrupanion, Inc.	Sale (full)$1,001 - $15,000 · Joint	Aug 5, 2021	Jul 16, 2021	▼ 70.4%−157.9 pts vs S&P	Filing for TRUP on Jul 16, 2021
LMNDLemonade, Inc.	Purchase$15,001 - $50,000 · Spouse	Aug 5, 2021	Jul 15, 2021	▼ 52.5%−138.6 pts vs S&P	Filing for LMND on Jul 15, 2021
COSTCostco	Purchase$15,001 - $50,000 · Spouse	Aug 5, 2021	Jul 13, 2021	▲ 166.0%+80.3 pts vs S&P	Filing for COST on Jul 13, 2021
AAPLApple Inc.	Sale (full)$15,001 - $50,000 · Spouse	Aug 5, 2021	Jul 9, 2021	▲ 134.2%+48.5 pts vs S&P	Filing for AAPL on Jul 9, 2021
CHWYChewy, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Aug 5, 2021	Jul 9, 2021	▼ 74.1%−159.8 pts vs S&P	Filing for CHWY on Jul 9, 2021
NKENike, Inc.	Sale (full)$15,001 - $50,000 · Spouse	Aug 5, 2021	Jul 9, 2021	▼ 73.9%−159.6 pts vs S&P	Filing for NKE on Jul 9, 2021
COINCoinbase	Purchase$1,001 - $15,000 · Joint	Aug 5, 2021	Jul 6, 2021	▼ 38.3%−125.1 pts vs S&P	Filing for COIN on Jul 6, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Aug 5, 2021	Jul 6, 2021	—	Filing for TSLA on Jul 6, 2021
TSLATesla, Inc.	Purchase$50,001 - $100,000 · Spouse	Aug 5, 2021	Jul 6, 2021	▲ 80.8%−6.1 pts vs S&P	Filing for TSLA on Jul 6, 2021
CCLCarnival Corporation	Purchase$1,001 - $15,000 · Spouse	Aug 5, 2021	Jul 2, 2021	▲ 14.0%−72.5 pts vs S&P	Filing for CCL on Jul 2, 2021
CHWYChewy, Inc.	Purchase$1,001 - $15,000 · Spouse	Aug 5, 2021	Jul 2, 2021	▼ 72.5%−159.0 pts vs S&P	Filing for CHWY on Jul 2, 2021
COINCoinbase	Purchase$15,001 - $50,000 · Spouse	Aug 5, 2021	Jul 2, 2021	▼ 39.7%−126.2 pts vs S&P	Filing for COIN on Jul 2, 2021
NVCRNovocure Ltd	Purchase$15,001 - $50,000 · Spouse	Aug 5, 2021	Jul 2, 2021	▼ 92.8%−179.2 pts vs S&P	Filing for NVCR on Jul 2, 2021
CRMSalesforce	Purchase$15,001 - $50,000 · Spouse	Aug 5, 2021	Jul 2, 2021	▼ 8.8%−95.3 pts vs S&P	Filing for CRM on Jul 2, 2021
TSLATesla, Inc.	Sale (full)$50,001 - $100,000 · Spouse	Aug 5, 2021	Jul 2, 2021	▲ 75.6%−10.9 pts vs S&P	Filing for TSLA on Jul 2, 2021
WWayfair Inc.	Purchase$15,001 - $50,000 · Spouse	Aug 5, 2021	Jun 29, 2021	▼ 63.7%−152.8 pts vs S&P	Filing for W on Jun 29, 2021
WWayfair Inc.	Sale (full)$15,001 - $50,000 · Spouse	Jul 9, 2021	Jun 25, 2021	▼ 65.2%−154.8 pts vs S&P	Filing for W on Jun 25, 2021
PTONPeloton Interactive, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Jul 9, 2021	Jun 18, 2021	▼ 95.1%−190.0 pts vs S&P	Filing for PTON on Jun 18, 2021
CRMSalesforce	Sale (full)$15,001 - $50,000 · Joint	Jul 9, 2021	Jun 18, 2021	▼ 6.8%−101.7 pts vs S&P	Filing for CRM on Jun 18, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Jul 9, 2021	Jun 18, 2021	—	Filing for TSLA on Jun 18, 2021
ZMZoom Communications, Inc.	Sale (full)$50,001 - $100,000 · Spouse	Jul 9, 2021	Jun 18, 2021	▼ 75.5%−170.4 pts vs S&P	Filing for ZM on Jun 18, 2021
CCLCarnival Corporation	Purchase$1,001 - $15,000 · Spouse	Jul 9, 2021	Jun 14, 2021	▲ 3.4%−87.5 pts vs S&P	Filing for CCL on Jun 14, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Jul 9, 2021	Jun 2, 2021	—	Filing for TSLA on Jun 2, 2021
ZMZoom Communications, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Jul 9, 2021	Jun 2, 2021	—	Filing for ZM on Jun 2, 2021
TRUPTrupanion, Inc.	Sale (full)$1,001 - $15,000 · Joint	Jun 10, 2021	May 21, 2021	▼ 60.1%−155.6 pts vs S&P	Filing for TRUP on May 21, 2021
MSFTMicrosoft Corporation	Purchase$15,001 - $50,000	Jun 10, 2021	Apr 30, 2021	▲ 116.7%+22.2 pts vs S&P	Filing for MSFT on Apr 30, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Jun 10, 2021	Apr 30, 2021	—	Filing for TSLA on Apr 30, 2021
TSLATesla, Inc.	Purchase$50,001 - $100,000 · Spouse	Jun 10, 2021	Apr 30, 2021	▲ 68.0%−26.4 pts vs S&P	Filing for TSLA on Apr 30, 2021
SBUXStarbucks	Purchase$1,001 - $15,000 · Spouse	May 9, 2021	Apr 26, 2021	▲ 2.1%−92.2 pts vs S&P	Filing for SBUX on Apr 26, 2021
JNJJohnson & Johnson	Sale (full)$15,001 - $50,000 · Spouse	May 9, 2021	Apr 23, 2021	▲ 87.0%−7.7 pts vs S&P	Filing for JNJ on Apr 23, 2021
WWayfair Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	May 9, 2021	Apr 23, 2021	—	Filing for W on Apr 23, 2021
YTRAYatra Online, Inc.	Purchase$1,001 - $15,000	May 9, 2021	Apr 23, 2021	—	Filing for YTRA on Apr 23, 2021
TSLATesla, Inc.	Sale (full)$50,001 - $100,000 · Spouse	May 9, 2021	Apr 22, 2021	▲ 65.7%−31.2 pts vs S&P	Filing for TSLA on Apr 22, 2021
TSLATesla, Inc.	Purchase (option)$1,001 - $15,000 · Spouse	May 9, 2021	Apr 22, 2021	—	Filing for TSLA on Apr 22, 2021
ZMZoom Communications, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	May 9, 2021	Apr 22, 2021	—	Filing for ZM on Apr 22, 2021
KOThe Coca-Cola Company	Purchase$1,001 - $15,000 · Spouse	May 9, 2021	Apr 19, 2021	▲ 106.5%+11.1 pts vs S&P	Filing for KO on Apr 19, 2021
PTONPeloton Interactive, Inc.	Purchase$1,001 - $15,000 · Spouse	May 9, 2021	Apr 19, 2021	▼ 95.0%−190.5 pts vs S&P	Filing for PTON on Apr 19, 2021
TSLATesla, Inc.	Purchase$50,001 - $100,000 · Spouse	May 9, 2021	Apr 19, 2021	▲ 66.8%−28.6 pts vs S&P	Filing for TSLA on Apr 19, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	May 9, 2021	Apr 19, 2021	—	Filing for TSLA on Apr 19, 2021
COINCoinbase	Purchase$15,001 - $50,000 · Spouse	May 9, 2021	Apr 16, 2021	▼ 57.5%−152.0 pts vs S&P	Filing for COIN on Apr 16, 2021
COINCoinbase	Sale (full)$15,001 - $50,000 · Spouse	May 9, 2021	Apr 16, 2021	▼ 57.5%−152.0 pts vs S&P	Filing for COIN on Apr 16, 2021
GPROGopro, Inc.	Purchase$1,001 - $15,000 · Spouse	May 9, 2021	Apr 16, 2021	▼ 91.4%−185.9 pts vs S&P	Filing for GPRO on Apr 16, 2021
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	May 9, 2021	Apr 16, 2021	▲ 88.3%−6.1 pts vs S&P	Filing for MET on Apr 16, 2021
NFLXNetflix	Sale (full) (option)$1,001 - $15,000 · Spouse	May 9, 2021	Apr 16, 2021	—	Filing for NFLX on Apr 16, 2021
NKENike, Inc.	Purchase$1,001 - $15,000 · Spouse	May 9, 2021	Apr 16, 2021	▼ 68.7%−163.2 pts vs S&P	Filing for NKE on Apr 16, 2021
WWayfair Inc.	Purchase$15,001 - $50,000 · Spouse	May 9, 2021	Apr 16, 2021	▼ 65.2%−159.7 pts vs S&P	Filing for W on Apr 16, 2021
JNJJohnson & Johnson	Purchase$15,001 - $50,000 · Spouse	May 9, 2021	Apr 13, 2021	▲ 94.1%−2.5 pts vs S&P	Filing for JNJ on Apr 13, 2021
SPOTSpotify Technology S.a.	Sale (full)$15,001 - $50,000 · Joint	May 9, 2021	Apr 13, 2021	—	Filing for SPOT on Apr 13, 2021
SPOTSpotify Technology S.a.	Purchase (option)$1,001 - $15,000 · Joint	May 9, 2021	Apr 13, 2021	—	Filing for SPOT on Apr 13, 2021
NFLXNetflix	Purchase$50,001 - $100,000 · Spouse	May 9, 2021	Apr 12, 2021	▲ 14.0%−83.1 pts vs S&P	Filing for NFLX on Apr 12, 2021
FDXFedEx	Sale (full)$15,001 - $50,000 · Spouse	May 9, 2021	Apr 9, 2021	▲ 53.8%−43.4 pts vs S&P	Filing for FDX on Apr 9, 2021
GPROGopro, Inc.	Purchase$1,001 - $15,000 · Spouse	May 9, 2021	Apr 9, 2021	▼ 92.5%−189.7 pts vs S&P	Filing for GPRO on Apr 9, 2021
NFLXNetflix	Sale (full)$50,001 - $100,000 · Spouse	May 9, 2021	Apr 9, 2021	▲ 13.5%−83.7 pts vs S&P	Filing for NFLX on Apr 9, 2021
SPOTSpotify Technology S.a.	Purchase$15,001 - $50,000 · Joint	May 9, 2021	Apr 9, 2021	—	Filing for SPOT on Apr 9, 2021
CHWYChewy, Inc.	Purchase$15,001 - $50,000 · Joint	May 9, 2021	Apr 5, 2021	▼ 72.6%−172.3 pts vs S&P	Filing for CHWY on Apr 5, 2021
CHWYChewy, Inc.	Sale (full)$15,001 - $50,000 · Joint	May 9, 2021	Apr 5, 2021	▼ 72.6%−172.3 pts vs S&P	Filing for CHWY on Apr 5, 2021
FDXFedEx	Purchase$15,001 - $50,000 · Spouse	May 9, 2021	Apr 5, 2021	▲ 56.5%−43.2 pts vs S&P	Filing for FDX on Apr 5, 2021
METMetLife	Purchase$1,001 - $15,000 · Spouse	May 9, 2021	Apr 5, 2021	▲ 92.9%−6.8 pts vs S&P	Filing for MET on Apr 5, 2021
NFLXNetflix	Purchase$50,001 - $100,000 · Spouse	May 9, 2021	Apr 5, 2021	▲ 16.6%−83.1 pts vs S&P	Filing for NFLX on Apr 5, 2021
NFLXNetflix	Purchase$50,001 - $100,000 · Joint	May 9, 2021	Apr 5, 2021	▲ 16.6%−83.1 pts vs S&P	Filing for NFLX on Apr 5, 2021
NFLXNetflix	Sale (full)$50,001 - $100,000 · Joint	May 9, 2021	Apr 5, 2021	▲ 16.6%−83.1 pts vs S&P	Filing for NFLX on Apr 5, 2021
FDXFedEx	Sale (full)$15,001 - $50,000 · Spouse	May 9, 2021	Apr 1, 2021	▲ 55.5%−47.1 pts vs S&P	Filing for FDX on Apr 1, 2021
LMNDLemonade, Inc.	Sale (full)$1,001 - $15,000 · Joint	May 9, 2021	Apr 1, 2021	▼ 56.9%−159.4 pts vs S&P	Filing for LMND on Apr 1, 2021
NFLXNetflix	Sale (full)$50,001 - $100,000 · Spouse	May 9, 2021	Apr 1, 2021	▲ 16.9%−85.7 pts vs S&P	Filing for NFLX on Apr 1, 2021
PTONPeloton Interactive, Inc.	Sale (full)$15,001 - $50,000 · Spouse	May 9, 2021	Apr 1, 2021	▼ 95.2%−197.8 pts vs S&P	Filing for PTON on Apr 1, 2021
TSLATesla, Inc.	Sale (full)$50,001 - $100,000 · Spouse	May 9, 2021	Apr 1, 2021	▲ 80.2%−22.4 pts vs S&P	Filing for TSLA on Apr 1, 2021
TSLATesla, Inc.	Sale (full)$50,001 - $100,000 · Spouse	May 9, 2021	Apr 1, 2021	▲ 80.2%−22.4 pts vs S&P	Filing for TSLA on Apr 1, 2021
DUKDuke Energy	Sale (full)$1,001 - $15,000	Apr 15, 2021	Mar 29, 2021	▲ 60.2%−44.9 pts vs S&P	Filing for DUK on Mar 29, 2021
FDXFedEx	Purchase$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 29, 2021	▲ 57.9%−47.2 pts vs S&P	Filing for FDX on Mar 29, 2021
IBMIBM	Sale (full)$1,001 - $15,000	Apr 15, 2021	Mar 29, 2021	▲ 137.3%+32.3 pts vs S&P	Filing for IBM on Mar 29, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 29, 2021	—	Filing for TSLA on Mar 29, 2021
TSLATesla, Inc.	Purchase$50,001 - $100,000 · Spouse	Apr 15, 2021	Mar 29, 2021	▲ 95.0%−10.0 pts vs S&P	Filing for TSLA on Mar 29, 2021
FDXFedEx	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 26, 2021	▲ 56.7%−48.3 pts vs S&P	Filing for FDX on Mar 26, 2021
UPSUnited Parcel Service	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 26, 2021	▼ 17.0%−121.9 pts vs S&P	Filing for UPS on Mar 26, 2021
UPSUnited Parcel Service	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 26, 2021	▼ 17.0%−121.9 pts vs S&P	Filing for UPS on Mar 26, 2021
WMTWalmart	Sale (full)$1,001 - $15,000 · Joint	Apr 15, 2021	Mar 23, 2021	▲ 199.8%+91.5 pts vs S&P	Filing for WMT on Mar 23, 2021
FDXFedEx	Purchase$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 22, 2021	▲ 60.9%−45.8 pts vs S&P	Filing for FDX on Mar 22, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 22, 2021	—	Filing for TSLA on Mar 22, 2021
TRUPTrupanion, Inc.	Purchase$1,001 - $15,000 · Joint	Apr 15, 2021	Mar 22, 2021	▼ 61.2%−167.9 pts vs S&P	Filing for TRUP on Mar 22, 2021
WMTWalmart	Purchase$1,001 - $15,000 · Joint	Apr 15, 2021	Mar 22, 2021	▲ 203.4%+96.7 pts vs S&P	Filing for WMT on Mar 22, 2021
FDXFedEx	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 19, 2021	▲ 57.6%−50.7 pts vs S&P	Filing for FDX on Mar 19, 2021
RRyder System Inc	Sale (full)$1,001 - $15,000 · Joint	Apr 15, 2021	Mar 19, 2021	▲ 339.8%+231.5 pts vs S&P	Filing for R on Mar 19, 2021
WWayfair Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 19, 2021	▼ 66.7%−175.0 pts vs S&P	Filing for W on Mar 19, 2021
FDXFedEx	Sale (full)$15,001 - $50,000	Apr 15, 2021	Mar 15, 2021	▲ 65.2%−40.2 pts vs S&P	Filing for FDX on Mar 15, 2021
FDXFedEx	Purchase$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 15, 2021	▲ 65.2%−40.2 pts vs S&P	Filing for FDX on Mar 15, 2021
LMNDLemonade, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 15, 2021	▼ 62.5%−167.9 pts vs S&P	Filing for LMND on Mar 15, 2021
LMNDLemonade, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 15, 2021	▼ 62.5%−167.9 pts vs S&P	Filing for LMND on Mar 15, 2021
UPSUnited Parcel Service	Purchase$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 15, 2021	▼ 14.3%−119.7 pts vs S&P	Filing for UPS on Mar 15, 2021
FDXFedEx	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 12, 2021	▲ 63.1%−43.5 pts vs S&P	Filing for FDX on Mar 12, 2021
LMNDLemonade, Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 15, 2021	Mar 12, 2021	▼ 60.5%−167.1 pts vs S&P	Filing for LMND on Mar 12, 2021
PFEPfizer	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 12, 2021	▲ 13.8%−92.8 pts vs S&P	Filing for PFE on Mar 12, 2021
PFEPfizer	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 11, 2021	▲ 14.5%−92.4 pts vs S&P	Filing for PFE on Mar 11, 2021
UPSUnited Parcel Service	Purchase$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 11, 2021	▼ 16.6%−123.5 pts vs S&P	Filing for UPS on Mar 11, 2021
IBMIBM	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 5, 2021	▲ 162.5%+50.3 pts vs S&P	Filing for IBM on Mar 5, 2021
KRKroger	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 5, 2021	▲ 119.6%+7.4 pts vs S&P	Filing for KR on Mar 5, 2021
UPSUnited Parcel Service	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Mar 5, 2021	▼ 15.2%−127.4 pts vs S&P	Filing for UPS on Mar 5, 2021
CHWYChewy, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 1, 2021	▼ 78.8%−187.8 pts vs S&P	Filing for CHWY on Mar 1, 2021
LMNDLemonade, Inc.	Purchase$1,001 - $15,000 · Joint	Apr 15, 2021	Mar 1, 2021	▼ 68.9%−177.8 pts vs S&P	Filing for LMND on Mar 1, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 1, 2021	—	Filing for TSLA on Mar 1, 2021
VRMVroom, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 1, 2021	—	Filing for VRM on Mar 1, 2021
ZMZoom Communications, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 1, 2021	—	Filing for ZM on Mar 1, 2021
ZMZoom Communications, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Apr 15, 2021	Mar 1, 2021	—	Filing for ZM on Mar 1, 2021
CCLCarnival Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 26, 2021	▲ 11.1%−103.0 pts vs S&P	Filing for CCL on Feb 26, 2021
ETNEaton Corporation	Sale (full)$1,001 - $15,000 · Joint	Apr 15, 2021	Feb 26, 2021	▲ 231.1%+117.0 pts vs S&P	Filing for ETN on Feb 26, 2021
DISThe Walt Disney Company	Sale (full)$15,001 - $50,000 · Joint	Apr 15, 2021	Feb 26, 2021	▼ 37.7%−151.8 pts vs S&P	Filing for DIS on Feb 26, 2021
IBMIBM	Purchase$1,001 - $15,000	Feb 13, 2021	Feb 22, 2021date after report	—	Filing for IBM on Feb 22, 2021
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 19, 2021	▲ 111.9%+3.1 pts vs S&P	Filing for MET on Feb 19, 2021
PTONPeloton Interactive, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 19, 2021	▼ 96.2%−204.9 pts vs S&P	Filing for PTON on Feb 19, 2021
PTONPeloton Interactive, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 19, 2021	▼ 96.2%−204.9 pts vs S&P	Filing for PTON on Feb 19, 2021
PFEPfizer	Sale (full)$1,001 - $15,000 · Joint	Apr 15, 2021	Feb 19, 2021	▲ 15.4%−93.3 pts vs S&P	Filing for PFE on Feb 19, 2021
RRyder System Inc	Purchase$1,001 - $15,000 · Joint	Apr 15, 2021	Feb 19, 2021	▲ 390.4%+281.6 pts vs S&P	Filing for R on Feb 19, 2021
SNAPSnap Inc	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 19, 2021	▼ 91.5%−200.3 pts vs S&P	Filing for SNAP on Feb 19, 2021
TSLATesla, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 19, 2021	▲ 52.6%−56.1 pts vs S&P	Filing for TSLA on Feb 19, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 19, 2021	—	Filing for TSLA on Feb 19, 2021
TRVThe Travelers Companies	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 19, 2021	▲ 202.5%+93.8 pts vs S&P	Filing for TRV on Feb 19, 2021
UALUnited Airlines Holdings	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 19, 2021	▲ 123.2%+14.5 pts vs S&P	Filing for UAL on Feb 19, 2021
VRMVroom, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 19, 2021	—	Filing for VRM on Feb 19, 2021
DISThe Walt Disney Company	Purchase$15,001 - $50,000 · Joint	Apr 15, 2021	Feb 19, 2021	▼ 35.9%−144.6 pts vs S&P	Filing for DIS on Feb 19, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 17, 2021	—	Filing for TSLA on Feb 17, 2021
CCLCarnival Corporation	Sale (full)$1,001 - $15,000 · Joint	Apr 15, 2021	Feb 16, 2021	▲ 32.2%−75.3 pts vs S&P	Filing for CCL on Feb 16, 2021
CHWYChewy, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 16, 2021	▼ 80.7%−188.2 pts vs S&P	Filing for CHWY on Feb 16, 2021
ETNEaton Corporation	Purchase$1,001 - $15,000 · Joint	Apr 15, 2021	Feb 16, 2021	▲ 244.8%+137.3 pts vs S&P	Filing for ETN on Feb 16, 2021
FDXFedEx	Purchase$15,001 - $50,000 · Spouse	Apr 15, 2021	Feb 16, 2021	▲ 68.8%−38.8 pts vs S&P	Filing for FDX on Feb 16, 2021
LMNDLemonade, Inc.	Purchase$15,001 - $50,000 · Joint	Apr 15, 2021	Feb 16, 2021	▼ 74.1%−181.6 pts vs S&P	Filing for LMND on Feb 16, 2021
TRUPTrupanion, Inc.	Purchase$1,001 - $15,000 · Joint	Apr 15, 2021	Feb 16, 2021	▼ 70.6%−178.1 pts vs S&P	Filing for TRUP on Feb 16, 2021
CHWYChewy, Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Feb 12, 2021	▼ 81.3%−188.7 pts vs S&P	Filing for CHWY on Feb 12, 2021
FDXFedEx	Sale (full)$50,001 - $100,000 · Spouse	Apr 15, 2021	Feb 12, 2021	▲ 68.0%−39.3 pts vs S&P	Filing for FDX on Feb 12, 2021
MCDMcDonald's	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Feb 12, 2021	▲ 40.2%−67.1 pts vs S&P	Filing for MCD on Feb 12, 2021
NKENike, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 12, 2021	▼ 70.3%−177.7 pts vs S&P	Filing for NKE on Feb 12, 2021
PTONPeloton Interactive, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 12, 2021	▼ 96.5%−203.9 pts vs S&P	Filing for PTON on Feb 12, 2021
UALUnited Airlines Holdings	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 12, 2021	▲ 144.0%+36.7 pts vs S&P	Filing for UAL on Feb 12, 2021
TSLATesla, Inc.	Purchase$50,001 - $100,000 · Spouse	Apr 15, 2021	Feb 11, 2021	▲ 46.9%−61.5 pts vs S&P	Filing for TSLA on Feb 11, 2021
TSLATesla, Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 11, 2021	—	Filing for TSLA on Feb 11, 2021
ZMZoom Communications, Inc.	Purchase$15,001 - $50,000 · Spouse	Apr 15, 2021	Feb 11, 2021	▼ 78.8%−187.2 pts vs S&P	Filing for ZM on Feb 11, 2021
ZMZoom Communications, Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Feb 11, 2021	▼ 78.8%−187.2 pts vs S&P	Filing for ZM on Feb 11, 2021
ZMZoom Communications, Inc.	Purchase (option)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 11, 2021	—	Filing for ZM on Feb 11, 2021
VRMVroom, Inc.	Sale (full)$1,001 - $15,000	Apr 15, 2021	Feb 9, 2021	—	Filing for VRM on Feb 9, 2021
VRMVroom, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 9, 2021	—	Filing for VRM on Feb 9, 2021
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 8, 2021	▲ 148.7%+40.2 pts vs S&P	Filing for AAPL on Feb 8, 2021
CCLCarnival Corporation	Purchase$1,001 - $15,000 · Joint	Apr 15, 2021	Feb 8, 2021	▲ 37.5%−71.0 pts vs S&P	Filing for CCL on Feb 8, 2021
CHWYChewy, Inc.	Purchase$15,001 - $50,000 · Spouse	Apr 15, 2021	Feb 8, 2021	▼ 79.4%−187.9 pts vs S&P	Filing for CHWY on Feb 8, 2021
PTONPeloton Interactive, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 8, 2021	▼ 96.3%−204.8 pts vs S&P	Filing for PTON on Feb 8, 2021
SNAPSnap Inc	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 8, 2021	▼ 91.3%−199.8 pts vs S&P	Filing for SNAP on Feb 8, 2021
ZMZoom Communications, Inc.	Purchase (option)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 8, 2021	—	Filing for ZM on Feb 8, 2021
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 5, 2021	▲ 148.9%+39.0 pts vs S&P	Filing for AAPL on Feb 5, 2021
CCLCarnival Corporation	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 5, 2021	▲ 39.4%−70.5 pts vs S&P	Filing for CCL on Feb 5, 2021
CHWYChewy, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 5, 2021	▼ 80.0%−190.0 pts vs S&P	Filing for CHWY on Feb 5, 2021
CHWYChewy, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 5, 2021	▼ 80.0%−190.0 pts vs S&P	Filing for CHWY on Feb 5, 2021
XOMExxonMobil	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 5, 2021	▲ 343.9%+233.9 pts vs S&P	Filing for XOM on Feb 5, 2021
IBMIBM	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 5, 2021	▲ 168.3%+58.3 pts vs S&P	Filing for IBM on Feb 5, 2021
METMetLife	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 5, 2021	▲ 125.9%+16.0 pts vs S&P	Filing for MET on Feb 5, 2021
TRVThe Travelers Companies	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 5, 2021	▲ 204.8%+94.8 pts vs S&P	Filing for TRV on Feb 5, 2021
YETIYeti Holdings, Inc.	Sale (full)$1,001 - $15,000 · Joint	Apr 15, 2021	Feb 5, 2021	▼ 38.6%−148.6 pts vs S&P	Filing for YETI on Feb 5, 2021
AAPLApple Inc.	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Feb 4, 2021	▲ 148.2%+37.4 pts vs S&P	Filing for AAPL on Feb 4, 2021
IBMIBM	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 4, 2021	▲ 170.0%+59.2 pts vs S&P	Filing for IBM on Feb 4, 2021
NKENike, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 4, 2021	▼ 70.0%−180.8 pts vs S&P	Filing for NKE on Feb 4, 2021
VRMVroom, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 4, 2021	—	Filing for VRM on Feb 4, 2021
CHWYChewy, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 3, 2021	▼ 78.6%−191.8 pts vs S&P	Filing for CHWY on Feb 3, 2021
CHWYChewy, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 1, 2021	▼ 78.2%−194.5 pts vs S&P	Filing for CHWY on Feb 1, 2021
KRKroger	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 1, 2021	▲ 125.6%+9.2 pts vs S&P	Filing for KR on Feb 1, 2021
PFEPfizer	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 1, 2021	▲ 11.0%−105.4 pts vs S&P	Filing for PFE on Feb 1, 2021
VRMVroom, Inc.	Purchase$1,001 - $15,000 · Spouse	Apr 15, 2021	Feb 1, 2021	—	Filing for VRM on Feb 1, 2021
VRMVroom, Inc.	Purchase$1,001 - $15,000	Apr 15, 2021	Feb 1, 2021	—	Filing for VRM on Feb 1, 2021
AAPLApple Inc.	Purchase$15,001 - $50,000 · Spouse	Apr 21, 2021	Jan 29, 2021	▲ 158.4%+38.4 pts vs S&P	Filing for AAPL on Jan 29, 2021
BABoeing	Sale (full)$15,001 - $50,000 · Spouse	Apr 21, 2021	Jan 29, 2021	▼ 10.6%−130.5 pts vs S&P	Filing for BA on Jan 29, 2021
CHWYChewy, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 21, 2021	Jan 29, 2021	▼ 78.2%−198.2 pts vs S&P	Filing for CHWY on Jan 29, 2021
MRNAModerna	Sale (full)$15,001 - $50,000 · Spouse	Apr 21, 2021	Jan 29, 2021	▲ 30.6%−89.4 pts vs S&P	Filing for MRNA on Jan 29, 2021
MRNAModerna	Sale (full)$1,001 - $15,000 · Spouse	Apr 21, 2021	Jan 29, 2021	▲ 30.6%−89.4 pts vs S&P	Filing for MRNA on Jan 29, 2021
AAPLApple Inc.	Purchase$15,001 - $50,000 · Spouse	Apr 15, 2021	Jan 29, 2021	▲ 158.4%+38.4 pts vs S&P	Filing for AAPL on Jan 29, 2021
BABoeing	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Jan 29, 2021	▼ 10.6%−130.5 pts vs S&P	Filing for BA on Jan 29, 2021
CHWYChewy, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Jan 29, 2021	▼ 78.2%−198.2 pts vs S&P	Filing for CHWY on Jan 29, 2021
MRNAModerna	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Jan 29, 2021	▲ 30.6%−89.4 pts vs S&P	Filing for MRNA on Jan 29, 2021
MRNAModerna	Sale (full)$1,001 - $15,000 · Spouse	Apr 15, 2021	Jan 29, 2021	▲ 30.6%−89.4 pts vs S&P	Filing for MRNA on Jan 29, 2021
WWayfair Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 26, 2021	—	Filing for W on Jan 26, 2021
BABoeing	Purchase$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 25, 2021	▼ 14.6%−126.4 pts vs S&P	Filing for BA on Jan 25, 2021
MCDMcDonald's	Purchase$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 25, 2021	▲ 40.6%−71.2 pts vs S&P	Filing for MCD on Jan 25, 2021
NFLXNetflix	Purchase$50,001 - $100,000 · Spouse	Feb 13, 2021	Jan 25, 2021	▲ 13.2%−98.6 pts vs S&P	Filing for NFLX on Jan 25, 2021
WWayfair Inc.	Purchase$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 25, 2021	▼ 62.0%−173.8 pts vs S&P	Filing for W on Jan 25, 2021
WWayfair Inc.	Sale (full) (option)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 25, 2021	—	Filing for W on Jan 25, 2021
BABAAlibaba Group Holding Ltd	Sale (full)$15,001 - $50,000 · Spouse	Apr 21, 2021	Jan 22, 2021	—	Filing for BABA on Jan 22, 2021
BABAAlibaba Group Holding Ltd	Sale (full)$15,001 - $50,000 · Spouse	Apr 15, 2021	Jan 22, 2021	—	Filing for BABA on Jan 22, 2021
BABAAlibaba Group Holding Ltd	Sale (full)$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 22, 2021	—	Filing for BABA on Jan 22, 2021
AAPLApple Inc.	Sale (full)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 22, 2021	▲ 145.2%+32.5 pts vs S&P	Filing for AAPL on Jan 22, 2021
XOMExxonMobil	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 22, 2021	▲ 367.4%+254.8 pts vs S&P	Filing for XOM on Jan 22, 2021
GMGeneral Motors	Sale (full)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 22, 2021	▲ 66.0%−46.6 pts vs S&P	Filing for GM on Jan 22, 2021
MCDMcDonald's	Sale (full)$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 22, 2021	▲ 40.5%−72.1 pts vs S&P	Filing for MCD on Jan 22, 2021
MSFTMicrosoft Corporation	Sale (full)$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 22, 2021	▲ 142.4%+29.7 pts vs S&P	Filing for MSFT on Jan 22, 2021
MRNAModerna	Sale (full)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 22, 2021	▲ 72.5%−40.1 pts vs S&P	Filing for MRNA on Jan 22, 2021
MRNAModerna	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 22, 2021	▲ 72.5%−40.1 pts vs S&P	Filing for MRNA on Jan 22, 2021
NFLXNetflix	Sale (full)$100,001 - $250,000 · Spouse	Feb 13, 2021	Jan 22, 2021	▲ 11.5%−101.1 pts vs S&P	Filing for NFLX on Jan 22, 2021
CRMSalesforce	Sale (full)$15,001 - $50,000 · Joint	Feb 13, 2021	Jan 22, 2021	▲ 0.3%−112.4 pts vs S&P	Filing for CRM on Jan 22, 2021
YETIYeti Holdings, Inc.	Purchase$1,001 - $15,000 · Joint	Feb 13, 2021	Jan 22, 2021	▼ 36.2%−148.9 pts vs S&P	Filing for YETI on Jan 22, 2021
CHWYChewy, Inc.	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 21, 2021	▼ 78.9%−190.8 pts vs S&P	Filing for CHWY on Jan 21, 2021
DUKDuke Energy	Purchase$1,001 - $15,000	Feb 13, 2021	Jan 21, 2021	▲ 75.1%−36.8 pts vs S&P	Filing for DUK on Jan 21, 2021
XOMExxonMobil	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 21, 2021	▲ 360.8%+249.0 pts vs S&P	Filing for XOM on Jan 21, 2021
IBMIBM	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 21, 2021	▲ 148.2%+36.3 pts vs S&P	Filing for IBM on Jan 21, 2021
UALUnited Airlines Holdings	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 21, 2021	▲ 151.7%+39.9 pts vs S&P	Filing for UAL on Jan 21, 2021
NFLXNetflix	Sale (full) (option)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 19, 2021	—	Filing for NFLX on Jan 19, 2021
NFLXNetflix	Purchase (option)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 19, 2021	—	Filing for NFLX on Jan 19, 2021
NFLXNetflix	Sale (full) (option)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 19, 2021	—	Filing for NFLX on Jan 19, 2021
NFLXNetflix	Sale (full) (option)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 19, 2021	—	Filing for NFLX on Jan 19, 2021
DUKDuke Energy	Sale (full)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 15, 2021	▲ 71.4%−45.3 pts vs S&P	Filing for DUK on Jan 15, 2021
FDXFedEx	Sale (full)$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 15, 2021	▲ 75.0%−41.7 pts vs S&P	Filing for FDX on Jan 15, 2021
GMGeneral Motors	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 15, 2021	▲ 84.0%−32.6 pts vs S&P	Filing for GM on Jan 15, 2021
MCDMcDonald's	Purchase$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 15, 2021	▲ 42.9%−73.8 pts vs S&P	Filing for MCD on Jan 15, 2021
METMetLife	Sale (full)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 15, 2021	▲ 134.5%+17.8 pts vs S&P	Filing for MET on Jan 15, 2021
WWayfair Inc.	Sale (full)$15,001 - $50,000	Feb 13, 2021	Jan 15, 2021	▼ 62.7%−179.4 pts vs S&P	Filing for W on Jan 15, 2021
DOCUDocusign, Inc.	Sale (full)$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 14, 2021	▼ 67.6%−182.7 pts vs S&P	Filing for DOCU on Jan 14, 2021
DOCUDocusign, Inc.	Purchase (option)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 14, 2021	—	Filing for DOCU on Jan 14, 2021
MSFTMicrosoft Corporation	Purchase$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 14, 2021	▲ 157.1%+42.0 pts vs S&P	Filing for MSFT on Jan 14, 2021
MRNAModerna	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 14, 2021	▲ 74.3%−40.8 pts vs S&P	Filing for MRNA on Jan 14, 2021
MRNAModerna	Purchase (option)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 14, 2021	—	Filing for MRNA on Jan 14, 2021
NFLXNetflix	Sale (full) (option)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 14, 2021	—	Filing for NFLX on Jan 14, 2021
NFLXNetflix	Sale (full)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 14, 2021	▲ 25.9%−89.3 pts vs S&P	Filing for NFLX on Jan 14, 2021
WMTWalmart	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 14, 2021	▲ 174.4%+59.3 pts vs S&P	Filing for WMT on Jan 14, 2021
AAPLApple Inc.	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 11, 2021	▲ 164.3%+49.4 pts vs S&P	Filing for AAPL on Jan 11, 2021
DOCUDocusign, Inc.	Purchase$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 11, 2021	▼ 66.3%−181.3 pts vs S&P	Filing for DOCU on Jan 11, 2021
DUKDuke Energy	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 11, 2021	▲ 76.9%−38.1 pts vs S&P	Filing for DUK on Jan 11, 2021
METMetLife	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 11, 2021	▲ 142.7%+27.7 pts vs S&P	Filing for MET on Jan 11, 2021
BBYBest Buy	Sale (full)$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 8, 2021	▲ 12.2%−101.3 pts vs S&P	Filing for BBY on Jan 8, 2021
CHWYChewy, Inc.	Sale (full)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 8, 2021	▼ 77.1%−190.7 pts vs S&P	Filing for CHWY on Jan 8, 2021
XOMExxonMobil	Sale (full)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 8, 2021	▲ 387.7%+274.2 pts vs S&P	Filing for XOM on Jan 8, 2021
MCDMcDonald's	Sale (full)$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 8, 2021	▲ 38.9%−74.6 pts vs S&P	Filing for MCD on Jan 8, 2021
MRNAModerna	Sale (full)$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 8, 2021	▲ 100.5%−13.0 pts vs S&P	Filing for MRNA on Jan 8, 2021
MRNAModerna	Sale (full)$1,001 - $15,000 · Joint	Feb 13, 2021	Jan 8, 2021	▲ 100.5%−13.0 pts vs S&P	Filing for MRNA on Jan 8, 2021
WWayfair Inc.	Sale (full)$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 8, 2021	▼ 56.7%−170.3 pts vs S&P	Filing for W on Jan 8, 2021
CHWYChewy, Inc.	Purchase$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 4, 2021	▼ 75.1%−195.8 pts vs S&P	Filing for CHWY on Jan 4, 2021
FDXFedEx	Sale (full) (option)$1,001 - $15,000 · Spouse	Feb 13, 2021	Jan 4, 2021	—	Filing for FDX on Jan 4, 2021
ZMZoom Communications, Inc.	Sale (full)$15,001 - $50,000 · Spouse	Feb 13, 2021	Jan 4, 2021	▼ 74.5%−195.3 pts vs S&P	Filing for ZM on Jan 4, 2021

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	−4.2%	−2.5%	43%	118	−3.0% (118)
Purchases	90 days	−8.3%	−4.4%	35%	118	−4.1% (118)
Sales	30 days	−0.9%	−0.5%	46%	114	−2.2% (114)
Sales	90 days	−3.7%	−1.9%	45%	114	−2.9% (114)

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 Dec 23, 2022 1 stock or option trade · COIN
Report filed Mar 5, 2022 3 stock or option trades · COIN
Report filed Feb 8, 2022 3 stock or option trades · AAPL, COIN, ZM
Report filed Jan 8, 2022 2 stock or option trades · BBY, COIN
Report filed Dec 9, 2021 1 stock or option trade · COIN
Report filed Dec 9, 2021 1 stock or option trade · RIVN
Report filed Dec 8, 2021 10 stock or option trades · AMZN, AAPL, COIN, HIPO, CRM, DIS
Report filed Nov 7, 2021 2 stock or option trades · COIN, F
Report filed Oct 6, 2021 8 stock or option trades · COIN, MET, PTON, R, ZM
Report filed Sep 8, 2021 22 stock or option trades · AAPL, CHWY, CNA, COIN, COST, META, MSFT, NFLX, CRM, SBUX, TSLA, TRV
Report filed Aug 5, 2021 22 stock or option trades · AAPL, CCL, CHWY, COIN, COST, F, LMND, NFLX, NKE, NVCR, CRM, SBUX
Report filed Jul 9, 2021 9 stock or option trades · CCL, PTON, CRM, TSLA, W, ZM
Report filed Jun 10, 2021 6 stock or option trades · MSFT, TSLA, TRUP
Report filed May 9, 2021 43 stock or option trades · CHWY, KO, COIN, FDX, GPRO, JNJ, LMND, MET, NFLX, NKE, PTON, SPOT
Report filed Apr 21, 2021 8 stock or option trades · BABA, AAPL, BA, CHWY, MRNA
Report filed Apr 15, 2021 40 stock or option trades · CCL, CHWY, DUK, ETN, FDX, IBM, KR, LMND, PFE, R, TSLA, TRUP
Report filed Apr 15, 2021 67 stock or option trades · BABA, AAPL, BA, CCL, CHWY, ETN, XOM, FDX, IBM, KR, LMND, MCD
Report filed Feb 13, 2021 60 stock or option trades · BABA, AAPL, BBY, BA, CHWY, DOCU, DUK, XOM, FDX, GM, IBM, MCD

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